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Insurance Agent Fundamentals

Free Financial Advisor Training course | CPD QS Accredited | Quick Access | Easy to Learn | 24/7 Expert Support

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Summary

Price
£12 inc VAT
Study method
Online, On Demand What's this?
Duration
3.4 hours · Self-paced
Qualification
No formal qualification
CPD
15 CPD hours / points
CPD What's this?
Certificates
  • Reed Courses Certificate of Completion - Free
  • CPD QS Certificate - PDF - £4.99
  • CPD QS Certificate - Hardcopy - £9.99
Additional info
  • Tutor is available to students
1 student purchased this course

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Overview

"Insurance Agent Fundamentals" unveils the dynamic world of insurance, guiding you through the UK industry's landscape. Explore the essentials of insurance types, principles, and risk management, and carve your path as a skilled and ethical insurance agent in this Insurance Agent Fundamentals comprehensive course.

This CPD QS Accredited Insurance Agent Fundamentals course offers a deep dive into the essentials of being an insurance agent, covering the UK insurance industry, various insurance principles and types, and the specific career pathway of an insurance agent. It also addresses necessary skills, risk management, claims handling, fraud detection, and adherence to ethical standards. Tailored for aspiring agents and professionals in the field, this Insurance Agent Fundamentals course equips learners with the knowledge and skills required to excel in the insurance industry, emphasising ethical practices and customer-centric services.

Also, get the Finance Basics for Financial Advisors course completely free!!!

Learning Outcomes

After completing this Insurance Agent Fundamentals course, you will be able to:

  1. Understand the structure of the UK insurance industry.
  2. Comprehend various insurance principles and types.
  3. Navigate the career of an insurance agent successfully.
  4. Employ essential skills required for an effective insurance agent.
  5. Implement insurance risk management strategies.
  6. Handle insurance claims efficiently and ethically.
  7. Detect and prevent insurance fraud.
  8. Uphold the code of conduct and ethics in the insurance sector.

CPD

15 CPD hours / points
Accredited by CPD Quality Standards

Curriculum

2
sections
15
lectures
3h 22m
total

    • 1: Module 01- The UK Insurance Industry 17:09
    • 2: Module 02- Insurance Principles 13:02
    • 3: Module 03- Insurance Types 16:45
    • 4: Module 04- Career as an Insurance Agent 06:04
    • 5: Module 05- Skills Required for Insurance Agent 08:24
    • 6: Module 06- Insurance Risk Management 08:43
    • 7: Module 07- Insurance Claims Handling 09:28
    • 8: Module 08- Fraud Finding 12:56
    • 9: Module 09- Code of Conduct and Ethics 10:18

    • 10: Module 01- Finance - An Introduction 14:41
    • 11: Module 02- Skills Required for Financial Advisor 19:03
    • 12: Module 03- Financial Planning Basics 23:00
    • 13: Module 04- Wealth Management 09:31
    • 14: Module 05- Financial Risk Assessment 17:51
    • 15: Module 06- Investment Planning Tips 14:41

Course media

Description

The "Insurance Agent Fundamentals" course, CPD QS Accredited, is a thorough program designed for those entering or progressing in the insurance industry. It provides a detailed overview of the sector, focusing on the principles and types of insurance, and the skills required to be a successful agent. The Insurance Agent Fundamentals course covers risk management, claims handling, and fraud detection, ensuring learners are well-equipped to handle various scenarios in the insurance field. Emphasising ethical conduct, this Insurance Agent Fundamentals course prepares participants to offer top-tier services, ensuring client trust and industry compliance.

Course Completion Certificate

Once you've completed the Insurance Agent Fundamentals course, you will immediately be sent a free PDF certificate from REED. You can also choose to receive a CPD QS PDF/Hardcopy certificate. Prices for CPD QS certificates are as follows:

  • PDF Certificate: £4.99

Email delivery of printable/shareable PDF certificate.

  • Hardcopy Certificate: £9.99

Professionally printed certificate delivery.

Who is this course for?

This Insurance Agent Fundamentals course is designed to cater to the following audience:

  1. Aspiring Insurance Agents
  2. Individuals seeking a career in the insurance industry
  3. Insurance professionals looking to enhance their knowledge and skills
  4. Risk management professionals
  5. Those interested in understanding insurance ethics and fraud detection.

Requirements

The Insurance Agent Fundamentals course is open to everyone and has no formal entry criteria.

Career path

After completing this Insurance Agent Fundamentals course, you can pursue the following career pathways:

  1. Insurance Agent (Average UK salary: £25,000)
  2. Insurance Claims Handler (Average UK salary: £22,000)
  3. Risk Management Specialist (Average UK salary: £35,000)
  4. Insurance Fraud Investigator (Average UK salary: £30,000)
  5. Customer Service Representative in Insurance (Average UK salary: £20,000)

Questions and answers

Currently there are no Q&As for this course. Be the first to ask a question.

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Certificates

Reed Courses Certificate of Completion

Digital certificate - Included

Will be downloadable when all lectures have been completed.

CPD QS Certificate - PDF

Digital certificate - £4.99

Get a CPD QS PDF certificate at an affordable price of £4.99 only.

CPD QS Certificate - Hardcopy

Hard copy certificate - £9.99

Get a CPD QS Hardcopy certificate at an affordable price of £9.99 only.

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Legal information

This course is advertised on reed.co.uk by the Course Provider, whose terms and conditions apply. Purchases are made directly from the Course Provider, and as such, content and materials are supplied by the Course Provider directly. Reed is acting as agent and not reseller in relation to this course. Reed's only responsibility is to facilitate your payment for the course. It is your responsibility to review and agree to the Course Provider's terms and conditions and satisfy yourself as to the suitability of the course you intend to purchase. Reed will not have any responsibility for the content of the course and/or associated materials.

FAQs

Study method describes the format in which the course will be delivered. At Reed Courses, courses are delivered in a number of ways, including online courses, where the course content can be accessed online remotely, and classroom courses, where courses are delivered in person at a classroom venue.

CPD stands for Continuing Professional Development. If you work in certain professions or for certain companies, your employer may require you to complete a number of CPD hours or points, per year. You can find a range of CPD courses on Reed Courses, many of which can be completed online.

A regulated qualification is delivered by a learning institution which is regulated by a government body. In England, the government body which regulates courses is Ofqual. Ofqual regulated qualifications sit on the Regulated Qualifications Framework (RQF), which can help students understand how different qualifications in different fields compare to each other. The framework also helps students to understand what qualifications they need to progress towards a higher learning goal, such as a university degree or equivalent higher education award.

An endorsed course is a skills based course which has been checked over and approved by an independent awarding body. Endorsed courses are not regulated so do not result in a qualification - however, the student can usually purchase a certificate showing the awarding body's logo if they wish. Certain awarding bodies - such as Quality Licence Scheme and TQUK - have developed endorsement schemes as a way to help students select the best skills based courses for them.
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