Overview

This qualification benefits aspiring Long-Term Insurance Advisors and those working under supervision, providing the necessary skills and knowledge for FSCA accreditation. It aims to prepare students to operate as an Insurance Claims Administrator (Insurance Claims Assessor).

An Insurance Claims Administrator (Insurance Claims Assessor) assesses the validity of the claim against the contract to determine or recommend whether to settle or reject a claim and provide comments on risk improvements and moral risks.

Programme Outline

• Understand the Regulatory Requirements for Advising Clients on Insurance and Investments
• Analyze Clients’ Long-Term Wealth Creation and Protection Needs
• Evaluate Available Long-Term Wealth Creation and Protection Options
• Recommend and Implement Appropriate Insurance Solutions for Clients
• Build and Maintain Strong Client Relationships through Effective Communication
• Develop Knowledge of Insurance Savings and Retirement Planning Principles
• Gain Practical Experience in Providing Financial Advice and Wealth Management
• Understand the Investment Advisory Industry’s Key Principles and Practices
• Develop Skills to Support Clients in Achieving their Long-Term Financial Goals

Skills You will develop

This qualification equips you with the essential skills to analyze clients’ needs, evaluate insurance options, and provide tailored advice on Long-Term wealth creation and protection.

Possible Careers

• Financial Advisors
• Personal Financial Planners
• Financial Services Call Centre Agents
• Client Service Providers
• Brokers
• Broker Consultants
• Retirement Fund Consultants
• Retirement Fund Administrators
• Trust Fund Officers
• Product Developers