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Overview

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.

Course accreditation

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