PRE-REGISTER: COMING NOVEMBER 2018
Course
Duration: 45 mins

The Financial Advisory and Intermediary Services Act is very clear on the process to be followed regarding discovering a prospective policyholder's insurance needs, whether the prospect is altogether new to insurance or an existing policyholder or...

Conducting a Needs Analysis

PRE-REGISTER: COMING DECEMBER 2018
Course
Duration: 45 mins

The agent is more than a mere pipeline, but less than a full contracting party as far as the contract between the principal and the third party is concerned. The agent speaks his own words and employs a certain measure of discretion: he is not in the same position as a telephone cable...

Law of Agency

PRE-REGISTER: COMING MARCH 2019

Course
Duration: 2h 30m

Being an insurance broker is very challenging in this legislative environment. This course will take you through all the steps to become a successful broker.

Broking