Sales & Marketing,marketing management,
Information and Communications,
Customer Service,
Healthcare,
Personal Services,
Building and Construction,
Insurance
This one-day Programme leading to the Certificate of Proficiency in Foreign Domestic Worker Insurance aims to equip employees of Maid Agencies selling or providing sales advice on Foreign Domestic Worker Insurance with the basic knowledge and understanding of the concepts, principles and fundamentals of insurance, as well as product features, documentation and claim procedure.
Provider: SINGAPORE COLLEGE OF INSURANCE LIMITED
The objectives of the CMFAS Exam for Module 8A – Collective Investment Schemes II are to test candidates on their knowledge and understanding of the features, types, advantages and disadvantages of structured products, comparison with other investment options, governance structure, documentation and risks associated with the investment of structured products, particularly structured funds, elabo...
This 20-hour programme, leading to an examination, provides an understanding of the scope of coverage, underwriting considerations and claims procedures for the main Commercial General Insurance classes, which include Property Insurance, Business Interruption Insurance, Liability Insurance, Motor Insurance, Marine and Aviation Insurance, and Construction and Engineering Insurance. It also covers P...
Provider: EFFECTIVE OUTSOURCE NETWORKS
Key Learning OutcomesBy the end of the programme, participants will be able to:Describe the coverage of Public Liability & Professional Indemnity policiesReview relevant information in the Proposal Form and perform an underwriting assessment of the riskUnderstand the extensions of cover commonly used for such policiesExplain the claims procedure and identify the documents required for registra...
Provider: Insurance and Financial Practitioners Association of Singapore (IFPAS)
To ensure potential financial advisers / representatives possess the requisite knowledge of the regulatory framework, including the laws and regulations, and associated codes, notices, practice notes and guidelines governing the capital markets and life insurance intermediaries in Singapore.
This course aims to equip Trade Specific Agents, who are involved in selling Motor Insurance not as a core business (authorised motor dealers, second-hand motor dealers, parallel importers, motor leasing companies, motor finance companies, car rental companies, etc.), with the minimum technical competency to provide proper sales advice on Motor Insurance.
Provider: TOURISM MANAGEMENT INSTITUTE OF SINGAPORE PTE LTD
As the clients go through their life journey from entering the job market and start with basic wealth protection through risk & insurance planning, then progress to wealth accumulation through investment and retirement planning, they will inevitably reach a point when thinking about wealth distribution through gift & estate planning becomes necessary.The financial consultant therefore needs to equ...
Key Learning OutcomesBy the end of the programme, participants will be able to:Understand what is ‘Liability Insurance’Appreciate the benefits which an employer must provide under WICA policyUnderstand policy conditions, Exclusions and ExtensionsReview relevant information in the Proposal Form and perform an underwriting assessment of the riskExplain the claims procedure and identify the docum...
To ensure potential financial advisers / representatives possess the requisite knowledge of the product characteristics, as well as the tools and techniques to analyse, advise and market collective investment schemes and unit trusts.
The objectives of the CMFAS Exam for Module 9A – Life Insurance And Investment–Linked Policies II are to test candidates on their knowledge and understanding of the features, types, advantages and disadvantages of structured products, comparison with other investment options, governance structure, documentation and risks associated with the investment of structured products, particularly Struc...
Personal General Insurance Certification Those intending to provide advice and / or sell the following personal general insurance products: Personal Motor Insurance Personal Accident Insurance Travel Insurance Personal Property Insurance (Householder Insurance, Houseowner Insurance and Other Personal Property Insurance) Personal Liability Insurance Other Types of Personal General Insurance /...
Key Learning OutcomesBy the end of the programme, participants will be able to:Describe the coverage of typical Commercial All Risks & Theft Insurance policiesReview relevant information in the Proposal Form and perform an underwriting assessment of the riskUnderstand the extensions of cover commonly used for such policiesExplain the claims procedure and identify the documents required for reg...
Key Learning OutcomesBy the end of the programme, participants will be able to:Differentiate the different types of travel insurance in the marketExplain the common policy wordings and understand the differences between different companies’ policy wordingsExplain general exclusions – especially on how different insurance companies view disruption to travel in light of the recent volcanic ashes...
To ensure potential financial advisers / representatives possess the requisite basic knowledge of life insurance and investment-linked policies.
This Certification comprises 2 modules, namely: Basic Insurance Concepts and Principles (BCP) Personal General Insurance (PGI)
Certificate in Wealth Management Module Synopsis Ethical Practices & Financial Regulations In this module, students will be introduced to the practice and codes of conduct in the financial services industry. Students will examine the ethical issues and the roles of the financial professionals, key stakeholders and other participants in the industry. Principles & Practice of Insurance This m...
Provider: Ngee Ann Polytechnic
The programme aims to provide the knowledge and skills to: Create a Sound Financial Protection Plan Minimise Clients' Income Taxes Increase Clients' Nest Egg for Retirement Maximise Clients' Investments Enhance the Value of Clients' Assets
This programme prepares you to meet the advanced financial planning needs of individuals, professionals and small business owners. You will gain a sustainable advantage with in-depth knowledge of the key financial planning disciplines, including insurance; income taxation; retirement planning; investments; and estate planning; that will help you succeed in&n...