CPD 24.08 Insurance Fundamentals

All Classes of Business [6 Hours]

Insurance Fundamentals is a pivotal resource for sales representatives in the financial sector, particularly those specializing in insurance products. This guide lays the foundation for understanding the core principles of insurance, including risk assessment, policy structuring, and the nuances of various insurance products such as life, health, property, and liability insurance. For sales professionals, this knowledge is essential to accurately evaluate and communicate the risks and benefits of insurance investments to clients. It equips them with the expertise to tailor insurance solutions to individual client needs, ensuring effective risk management and financial security. By mastering these fundamentals, sales representatives can enhance their advisory role, build client trust, and navigate the complex landscape of insurance sales with confidence and competence.