Once you have completed this course you will be able to:

• identify the main role-players and market participants in the financial services industry, including their legal structure.
• demonstrate understanding of general legislation and codes of conduct applicable to the financial services industry.
• describe the general characteristics, terms and features of long-term insurance products.
• describe the typical fee structures, charges and other costs associated with long-term insurance products.
• describe the general risks associated with investing, purchasing or transacting in long-term insurance products.
• describe the impact of applicable economic and environmental factors, such as economic business cycles, inflation, monetary and fiscal policies, interest rates and exchange rates to specific sub-categories of long-term insurance products.
• describe the range of asset classes typically used in the construction of investment portfolios, as well as their typical characteristics, terms and features, and tax implications.
• describe the general risks associated with investing, purchasing or transacting in the different asset classes.
• describe the principles, options and strategies applicable to provide effective combinations of asset classes to suit the needs of different investors.
• explain the legislative and tax implications applicable to specific sub-categories of long-term insurance products.
• assess the appropriateness of specific sub-categories of long-term insurance products for specific client needs.
• describe the options and strategies applicable to specific sub-categories of long-term insurance products to provide effective combinations of cover/savings to suit the needs of different investors.,
• identify the general (risk and investment) financial needs of clients or groups of clients.

Who Should Register

• Key Individual
• Representative