The fundamentals of long-term insurance are an on-line course considering the important concepts applicable to long term insurance. The course is an introductory /refresher course outlining concepts that need to be considered when assessing the long-term insurance needs of a client.
CPD Category: Online programme
COB Category: Long-term Insurance
Financial Planning Component: Asset Management | Risk Management | Tax Planning |
Advice Component: Investments & Investment Risk | Taxation as it relates to Long-term Insurance
Accreditation valid until: 31 March 2021
CPD Points allocated: 2.5 hours | points
FPI approval number: FPI20050214