CPD Fundamentals of Long-term Insurance 20_21


COB Category: Long-term Insurance

Accreditation valid until: 31 March 2021

CPD Points allocated: 2.5 hours | points

FPI approval number: FPI20050214

Course 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.


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Time allotted for course

The course consists of 2 topics with an assessment that needs to be completed. The time allotted for each aspect is as follows:

Topic number Title Word count Level Time allotted
Topic 1 Overview of long-term insurance 3898 Entry level 40 minutes
Topic 2 Aspects relating to specific long-term insurance 11189 Entry level 110 minutes
  Assessment     45 minutes


      Total time 2.5 hours


Assessment and certification

After completion of the workshop the learner must complete an electronic assessment on the learning management system.

  • Form of assessment: Multiple Choice Questions
  • Number of questions: 15 questions
  • Duration: 45 minutes
  • Competency mark: 60%

Upon obtaining a competency mark of 60% the learning will receive a certificate of completion. The learner will be afforded an opportunity to re-do the workshop should a competency mark not be attained.