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Overview

The fundamentals of long-term insurance are an online 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 program

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: 1 August 2022 to 31 July 2023

CPD Hours allocated: 6.5 hours

FPI Approval Number: