Qualified Insurance Practitioner
Certificate Overview
The Qualified Insurance Practitioner is a comprehensive professional qualification aimed at equipping participants with a thorough practical understanding of insurance principles, products, and processes within the context of their organisation, while also covering the key regulatory and legal requirements applicable to them.
Through this qualification, individuals will delve into vital insurance functions and products, gain insights into the agent role and workplace dynamics, and prepare themselves for advanced studies in insurance concepts and markets.
This interactive program is tailored for licensed agents, brokers, adjusters, and other insurance professionals within the financial sector. The certificate’s curriculum ranges from foundational insurance company operations to in-depth examination of various insurance categories such as personal, life, health, commercial, and risk management.
Additionally, it covers critical topics like fraud detection, prevention, and ethical considerations to ensure a well-rounded understanding of the insurance industry. Designed for professionals seeking to enhance their expertise in the insurance field, this certification offers a robust platform for growth and specialisation.
This professional certificate has as been designed to provide participants with a holistic practical understanding of insurance principles of the insurance products and processes within their organisation, including the main regulatory and legal requirements that are applicable to them.
What you will Learn – Key Takeaways
- Understand the key insurance principles and a range of insurance functions and products.
- Understand the agent role and workplace and prepare agents to progress to more detailed study of insurance concepts, market, processes and products.
Target Audience
This highly practical and interactive certification program has been specifically designed for professionals in the financial sector with positions:
- Licensed agents
- Brokers, and adjusters
- Insurance professionals
Certificate Outline
- Foundations of Insurance Company Operations
- Insurance Claims: Basic Overview
- Personal Residential, Personal Auto, and Personal Umbrella
- Life, Health, and retirement Lability
- Commercial General Lability
- Risk Management in the insurance
- Fraud: Detection and Prevention
- Ethics
Exam Requirements
Online Examination will need to be set under controlled conditions at a PDI accredited centre.
- 70% passing grade
- Exam available in a range of different languages
- 3 Hours duration
