CPD: Refresher Short Term Insurance Commercial Lines

6.5 CPD

R635.31

The purpose of this course is to provide learners with core knowledge and understanding of characteristics, terms and features of products for individual clients in the short-term insurance personal lines class of business, including typical fee structures, charges and other costs and risks associated with investing, purchasing or transacting in these products. In addition to this, the module provides knowledge of legislation impacting on short-term insurance personal lines products. Lastly, the module will provide learners with the skill to assess the appropriateness of products within the short-term insurance class of business for specific individual client needs.

Description

Focus Area:

1.1 Personal lines: Accident and health policies;
1.2 Personal lines: Liability policies;
1.3 Personal lines: Miscellaneous policies;
1.4 Personal lines: Motor policies;
1.5 Personal lines: Property policies;
1.6 Personal lines: Transportation policies;
1.7 Personal lines: Short-term reinsurance policies
2.9 Commercial lines: Short-term reinsurance policies.

Sub-classes covered in the training include:

2.1 Commercial lines: Accident and health policies;
2.2 Commercial lines: Engineering policies;
2.3 Commercial lines: Guarantee policies;
2.4 Commercial lines: Liability policies;
2.5 Commercial lines: Miscellaneous policies;
2.6 Commercial lines: Motor policies;
2.7 Commercial lines: Property policies;
2.8 Commercial lines: Transportation policies;
2.9 Commercial lines: Short-term reinsurance policies.

Who should register?
Financial planners, financial advisors, para-planners, business owners

CPD information

6.5 FSCA CPD Hours on completion and pass of assessment.