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This aat Essential is a practical course which shows delegates how to keep records and understand the purpose of everything from invoices through to bank reconciliations.
This aat Essential provides a basic grounding in key financial processes as well as analysing financial performance to help delegates meet these requirements more effectively.
Through exercises using worked examples, this aat Essential will help improve delegates’ effectiveness at managing the inflow and outflow of cash, helping them to protect the financial security of the business.
Planning and control This aat Essential will help delegates prepare budgets, make informed budgeting decisions and effectively communicate financial information (for example, to business partners or the bank).
Designed for those who want a solid introduction to customer service, this series of four short courses covers areas such as how to provide exceptional customer service, personal planning, priority lists, and handling conflicts with customers.
Designed for the Reinsurance Administration Professionals Association (RAPA) as a training program for new hires of direct insurers, reinsurers, and retrocessionaires who are responsible for reinsurance administration, this collection provides a solid introduction to the fundamentals of life insurance products and reinsurance.
Providing a brief overview of annuities, this collection of five short courses focuses on the fundamental concepts of annuities and annuity operations. The course enhances individuals who are working in insurance industry apart from their years of experience.
