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Spring into Savings: UpTo 98% OFF | 11-in-1 Bundle| 110 CPD Points| Gifts: Hardcopy + PDF Certificate + SID - Worth £180

Apex Learning


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£53 inc VAT (was £4,169)
Or £17.67/mo. for 3 months...
Offer ends 22 May 2022
Study method
Online, self-paced
Course format What's this?
40 hours
Access to content
Lifetime access
No formal qualification
110 CPD hours / points
Optional extras

Digital certificate included in price

Additional info
  • Exam(s) / assessment(s) is included in price
  • Tutor is available to students

4 students purchased this course

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Boost Your Career with Apex Learning and Get Noticed By Recruiters in this Hiring Season! Get Hard Copy + PDF Certificates + Transcript + Student ID Card worth £160 as a Gift - Enrol Now

Are you looking for a stable career in this pandemic crisis and bleak economic situation? Look no further! This Training will prepare you for one of the safest careers, i.e. Insurance Broker.

Even during this current pandemic, the insurance industry was comparatively doing better. One of the main reasons was the reliance on residual income. Residual income keeps constantly flowing year after year once a policy is sold regardless of the crisis. Moreover, demand for Insurance Brokers is likely to increase by over 15% in the next few years. This rate is very high and rising fast compared to other occupations. Furthermore, the insurance industry is an employee market that gives more power to employees for negotiation for better work experience.

This Insurance Broker Training Level 3 is your first step to prepare yourself for the most secure and progressing industry. Through this bundle, you will acquire knowledge about the UK insurance industry and the principles of insurance. Additionally, you will find out all the fundamental details about stock and forex trading. Furthermore, you will learn about financial analysis along with 50 sage.

Through this Insurance Broker bundle, you will get access to 11 popular courses:

  • Course 01: Insurance Broker Training Level 3
  • Course 02: Stakeholder Management
  • Course 03: Stocks, Shares and Forex Trading - Level 2
  • Course 04: Sage 50 Training
  • Course 05: GDPR Data Protection Level 5
  • Course 06: Anti Money Laundering (AML) Regulation for AML Officers Diploma
  • Course 07: Compliance & Business Risk Management
  • Course 08: Applied Business Analysis Diploma
  • Course 09: Level 3 Tax Accounting
  • Course 10: Financial Investigator
  • Course 11: Effective Communication Skills

From this bundle, you will get an overall idea about the insurance industry, including—

Insurance Broker Training Level 3

  • Familiarise with the UK insurance industry and learn the principles of Insurance
  • Be acquainted with personal lines and commercial lines Insurance
  • Acquire knowledge about liability insurance, life insurance and insurance fraud

Stakeholder Management

  • Pick up skills for building strong business relationships with stakeholders
  • Grasp the concept of stakeholder engagement through effective communication
  • Be proficient in monitoring and evaluating the engagement

Stocks, Shares and Forex Trading - Level 2

  • Get an elaborated introduction to forex trading
  • Be educated on major currencies and market structure
  • Uncover the fundamentals of technical analysis and trading psychology

GDPR Data Protection Level 5

  • Be aware of the lawful basis for preparation
  • Make head or tail of rights and breaches
  • Grasp a strong understanding of the responsibilities and obligations

Anti Money Laundering (AML) Regulation for AML Officers Diploma

  • Learn the responsibility of the money laundering reporting office
  • Get the hang of risk-based approach and customer due diligence
  • Understand record keeping and be aware of suspicious conduct and transactions

Compliance & Business Risk Management

  • Find out the five basic elements of compliance and types of risks
  • Be aware of the compliance management system (CMS) and compliance audit
  • Comprehend the concept of compliance and ethics

Applied Business Analysis Diploma

  • Receive a detailed introduction to business analysis
  • Get hands-on investigation techniques and master ratio analysis
  • Uncover career prospect as a business analyst in the UK

Level 3 Tax Accounting

  • Familiarise with the tax system and administration in the UK
  • Know how to submit a self-assessment tax return
  • Gather information about value-added tax and corporation tax

Financial Investigator

  • Acquire knowledge about characteristics and of financial crimes
  • Identify the categories of financial crimes and have information about the financial crime response plan
  • Gain proficiency in collecting, preserving and gathering evidence

Effective Communication Skills

  • Obtain a solid understanding of communication goals and benefits
  • Get hold of key principles and fundamentals of communication
  • Realise the importance of self-talk and powerful language

Benefits you’ll get choosing Apex Learning for this Insurance Broker Training:

  • One payment, but lifetime access to 11 CPD courses
  • Certificate, student ID for the title course included in a one-time fee
  • Full tutor support available from Monday to Friday


110 CPD hours / points
Accredited by CPD Quality Standards

Course media



***Insurance Broker Training Level 3***

  • Insurance Industry
  • The UK Insurance Industry
  • Principles of Insurance
  • General Insurance
  • Personal Lines Insurance
  • Commercial Lines Insurance
  • Liability Insurance
  • Life Insurance
  • Insurance Fraud
  • Underwriting Process

***Stakeholder Management***

  • Introducing Stakeholder Management
  • Stakeholder Theories
  • Stakeholder Mapping
  • Building Strong Business Relationships With Stakeholders
  • Stakeholder Engagement
  • Stakeholder Engagement Through Effective Communication
  • Monitoring and Evaluating the Engagement
  • Managing Stakeholder Conflict

***Stocks, Shares and Forex Trading - Level 2***

  • Introduction to Forex Trading
  • Major Currencies and Market Structure
  • Kinds of Foreign Exchange Market
  • Money Management
  • Fundamental Analysis
  • Technical Analysis
  • Pitfalls and Risks
  • Managing Risk
  • Trading Psychology

***Sage 50 Training***

  • Module 1: Payroll Basics
  • Module 2: Company Settings
  • Module 3: Legislation Settings
  • Module 4: Pension Scheme Basics
  • Module 5: Pay Elements
  • Module 6: The Processing Date
  • Module 7: Adding Existing Employees
  • Module 8: Adding New Employees
  • Module 9: Payroll Processing Basics
  • Module 10: Entering Payments
  • Module 11: Pre-Update Reports
  • Module 12: Updating Records
  • Module 13: e-Submissions Basics
  • Module 14: Process Payroll (November)
  • Module 15: Employee Records and Reports
  • Module 16: Editing Employee Records
  • Module 17: Process Payroll (December)
  • Module 18: Resetting Payments
  • Module 19: Quick SSP
  • Module 20: An Employee Leaves
  • Module 21: Final Payroll Run
  • Module 22: Reports and Historical Data
  • Module 23: Year-End Procedures

Sage 50 Payroll Advanced Diploma

  • Module 1: The Outline View and Criteria
  • Module 2: Global Changes
  • Module 3: Timesheets
  • Module 4: Departments and Analysis
  • Module 5: Holiday Schemes
  • Module 6: Recording Holidays
  • Module 7: Absence Reasons
  • Module 8: Statutory Sick Pay
  • Module 9: Statutory Maternity Pay
  • Module 10: Student Loans
  • Module 11: Company Cars
  • Module 12: Workplace Pensions
  • Module 13: Holiday Funds
  • Module 14: Roll Back
  • Module 15: Passwords and Access Rights
  • Module 16: Options and Links
  • Module 17: Linking Payroll to Accounts

***GDPR Data Protection Level 5***

  • GDPR Basics
  • GDPR Explained
  • Lawful Basis for Preparation
  • Rights and Breaches
  • Responsibilities and Obligations

***Anti Money Laundering (AML) Regulation for AML Officers Diploma***

  • Introduction to Money Laundering
  • Proceeds of Crime Act 2002
  • Development of Anti-Money Laundering Regulation
  • Responsibility of the Money Laundering Reporting Office
  • Risk-based Approach
  • Customer Due Diligence
  • Record Keeping
  • Suspicious Conduct and Transactions
  • Awareness and Training

***Compliance & Business Risk Management***

  • Introduction to Compliance
  • Five basic elements of compliance
  • Compliance Management System (CMS)
  • Compliance Audit
  • Compliance and Ethics
  • Risk and Types of Risk
  • Introduction to Risk Management
  • Risk Management Process

***Applied Business Analysis Diploma***

  • Introduction to Business Analysis
  • Business Processes
  • Business Analysis Planning and Monitoring
  • Strategic Analysis and Product Scope
  • Solution Evaluation
  • Investigation Techniques
  • Ratio Analysis
  • UK Insurance
  • Career Prospect as a Business Analyst in the UK

***Level 3 Tax Accounting***

  • Tax System and Administration in the UK
  • Tax on Individuals
  • National Insurance
  • How to Submit a Self-Assessment Tax Return
  • Fundamentals of Income Tax
  • Payee, Payroll and Wages
  • Value Added Tax
  • Corporation Tax
  • Double Entry Accounting
  • Management Accounting and Financial Analysis
  • Career as a Tax Accountant in the UK

***Financial Investigator***

  • Introduction to Financial Investigator
  • Introduction to Financial Investigation
  • Characteristics of Financial Crimes
  • Categories of Financial Crimes
  • Financial Crime Response Plan
  • Collecting, Preserving and Gathering Evidence
  • Laws against Financial Fraud

***Effective Communication Skills***

  • Introduction To Communication – Goals & Benefits
  • Key Principles Of Communication
  • We are Always Communicating
  • Fundamentals Of Communication
  • Great Communication Tips
  • Self-Talk & Powerful Language
  • Miscommunication
  • Still MORE Great Tips!
  • Final Thoughts and Suggestions
  • PROMO Communication (BEST)

How will I get my Certificate?

After successfully completing the course you will be able to order your CPD Accredited Certificates (PDF + Hard Copy) as proof of your achievement.

  • PDF Certificate: Free (Previously it was £10)
  • Hard Copy Certificate: Free (Previously it was £20)

P.S. The delivery charge inside the U.K. is £3.99 and the international students have to pay £9.99.

Who is this course for?

This Insurance Broker Training is designed for those seeking to secure a career in the Insurance industry and also for those trying to brush up on their existing knowledge about Insurance. Hence, this bundle is suitable for, including—

  • Students
  • Graduates
  • Job Seekers
  • Job Holders
  • Entrepreneurs


Only a smart device and stable internet connection are required to enrol for this Insurance Broker Training!

Career path

This Insurance Broker Training will not only sharpen your knowledge but also make way for different career opportunities, including—

  • Insurance Broker
  • Insurance Account Executive
  • Insurance Claims Handler
  • Insurance Underwriter
  • Insurance agent

For these career opportunities, the average salary generally varies from £15,000 to £35,000 a year.

Questions and answers

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

Optional extras

Digital certificate

Certificate of completion is included in course price


Currently there are no reviews for this course. Be the first to leave a review.


What does study method mean?

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.

What are CPD hours/points?

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.

What is a ‘regulated qualification’?

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.

What is an ‘endorsed’ course?

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.