Designed for financial advisers and insurance agents working outside the UK in the banking sector, the Award in Bancassurance provides foundation knowledge in core financial, life assurance and insurance products. You will also learn what constitutes professional practice, providing you with a framework for ethical behaviour.

The Award in Customer Service Insurance (non-UK) provides an essential introduction to the customer service function specific to insurance companies, intermediaries and providers. It helps build knowledge and understanding of the key processes and requirements related to good customer service.

The Award in Financial Planning (Hong Kong) is designed to provide knowledge and understanding of the financial planning process within a professional business environment and the core financial and life assurance products suitable to a client’s needs.

The Award in Financial Planning (Hong Kong) – Traditional Chinese provides knowledge and understanding of the financial planning process within a professional business environment and the core financial and life assurance products suitable to a client’s needs.

The Award in Financial Planning (non-UK) provides foundation knowledge in the core financial and life assurance products. You will also learn what constitutes professional practice, providing you with a framework for ethical behaviour.

The Award in Investment Planning (non-UK) helps you to develop and demonstrate your knowledge of investment products. You will also learn what constitutes professional practice, providing you with a framework for ethical behaviour.

The Award in Motor Insurance Claims and Underwriting (India) provides an essential introduction to motor insurance in India. It provides knowledge and understanding of the fundamental principles and practices relating to motor insurance claims and underwriting in India.

The Award in Motor Insurance Products and Policies (India) provides an essential introduction to motor insurance in India. It provides knowledge and understanding of the fundamental principles and practices relating to the products and policies in the motor insurance market in India.

Designed to help experienced advisers outside the UK develop and demonstrate their knowledge of investment products. The Award offers guidance on what constitutes professional practice, providing a framework for ethical behaviour.

Those with a prior understanding of financial advice principles and products, gained in the workplace or by completing the Award in Financial Planning or Award in Bancassurance may wish to enter for this Award.

The Certificate in Motor Insurance (India) enables learners to advance their understanding of insurance products and principles and the key disciplines of underwriting and claims. The Certificate will assist learners in understanding the nature and key features of risk and insurance and the structure and main features of the insurance market. It also provides an understanding of the main regulatory and legal principles and the key aspects of ethics, corporate governance and internal controls.