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Insurance Broker Training

11 Courses Mega Bundle| Free Certificate (PDF+Hardcopy)| Exam & Tutor Support Included| CPD Certified | Lifetime Access

Apex Learning


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£59 inc VAT (was £375)
Or £19.67/mo. for 3 months...
Offer ends 26 September 2021
Study method
Online, self-paced
40 hours
Access to content
Lifetime access
No formal qualification
110 CPD hours / points
Additional info
  • Exam(s) / assessment(s) is included in price
  • Tutor is available to students
  • Certificate of completion available and is included in the price

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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 1: Insurance Broker Training Level 3
  • Course 2: Stakeholder Management
  • Course 3: Stocks, Shares and Forex Trading - Level 2
  • Course 4: GDPR Data Protection Level 5
  • Course 5: Anti Money Laundering (AML) Regulation for AML Officers Diploma
  • Course 6: Compliance & Business Risk Management
  • Course 7: Applied Business Analysis Diploma
  • Course 8: Level 3 Tax Accounting
  • Course 9: Financial Investigator
  • Course 10: Effective Communication Skills
  • Course 11: Sage 50 Training

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

Sage 50 Training

  • Be acquainted with payroll basics and pension scheme basics
  • Attain proficiency in quick SSP and editing employee records
  • Discover how to reset payments and have knowledge about the year-end procedure

Register now for Insurance Broker Training to relieve people of burdens while securing a career in a promising industry!

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
  • Accessible, informative modules taught by expert instructors
  • Get 24/7 help or advice from our email and live chat teams


110 CPD hours / points
Accredited by CPD Qualification Standards

Course media



***Insurance Broker Training Level 3***

  • Module 01: Insurance Industry
  • Module 02: The UK Insurance Industry
  • Module 03: Principles of Insurance
  • Module 04: General Insurance
  • Module 05: Personal Lines Insurance
  • Module 06: Commercial Lines Insurance
  • Module 07: Liability Insurance
  • Module 08: Life Insurance
  • Module 09: Insurance Fraud
  • Module 10: Underwriting Process

***Stakeholder Management***

  • Module 01: Introducing Stakeholder Management
  • Module 02: Stakeholder Theories
  • Module 03: Stakeholder Mapping
  • Module 04: Building Strong Business Relationships With Stakeholders
  • Module 05: Stakeholder Engagement
  • Module 06: Stakeholder Engagement Through Effective Communication
  • Module 07: Monitoring and Evaluating the Engagement
  • Module 08: Managing Stakeholder Conflict

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

  • Module 01: Introduction to Forex Trading
  • Module 02: Major Currencies and Market Structure
  • Module 03: Kinds of Foreign Exchange Market
  • Module 04: Money Management
  • Module 05: Fundamental Analysis
  • Module 06: Technical Analysis
  • Module 07: Pitfalls and Risks
  • Module 08: Managing Risk
  • Module 09: Trading Psychology

***GDPR Data Protection Level 5***

  • Module 01: GDPR Basics
  • Module 02: GDPR Explained
  • Module 03: Lawful Basis for Preparation
  • Module 04: Rights and Breaches
  • Module 05: Responsibilities and Obligations

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

  • Module 01: Introduction to Money Laundering
  • Module 02: Proceeds of Crime Act 2002
  • Module 03: Development of Anti-Money Laundering Regulation
  • Module 04: Responsibility of the Money Laundering Reporting Office
  • Module 05: Risk-based Approach
  • Module 06: Customer Due Diligence
  • Module 07: Record Keeping
  • Module 08: Suspicious Conduct and Transactions
  • Module 09: Awareness and Training

***Compliance & Business Risk Management***

  • Module 1: Introduction to Compliance
  • Module 2: Five basic elements of compliance
  • Module 3: Compliance Management System (CMS)
  • Module 4: Compliance Audit
  • Module 5: Compliance and Ethics
  • Module 6: Risk and Types of Risk
  • Module 7: Introduction to Risk Management
  • Module 8: Risk Management Process

***Applied Business Analysis Diploma***

  • Module 01: Introduction to Business Analysis
  • Module 02: Business Processes
  • Module 03: Business Analysis Planning and Monitoring
  • Module 04: Strategic Analysis and Product Scope
  • Module 05: Solution Evaluation
  • Module 06: Investigation Techniques
  • Module 07: Ratio Analysis
  • Module 08: Documenting and Managing Requirements
  • Module 09: Career Prospect as a Business Analyst in the UK

***Level 3 Tax Accounting***

  • Module 01: Tax System and Administration in the UK
  • Module 02: Tax on Individuals
  • Module 03: National Insurance
  • Module 04: How to Submit a Self-Assessment Tax Return
  • Module 05: Fundamentals of Income Tax
  • Module 06: Payee, Payroll and Wages
  • Module 07: Value Added Tax
  • Module 08: Corporation Tax
  • Module 09: Double Entry Accounting
  • Module 10: Management Accounting and Financial Analysis
  • Module 11: Career as a Tax Accountant in the UK

***Financial Investigator***

  • Module 01: Introduction to Financial Investigator
  • Module 02: Introduction to Financial Investigation
  • Module 03: Characteristics of Financial Crimes
  • Module 04: Categories of Financial Crimes
  • Module 05: Financial Crime Response Plan
  • Module 06: Collecting, Preserving and Gathering Evidence
  • Module 07: Laws against Financial Fraud

***Effective Communication Skills***

  • Introduction To Communication – Goals & Benefits
  • Key Principles Of Communication
  • We are Always Communicating
  • Fundamentals Of Communication – Part 1
  • Fundamentals Of Communication – Part 2
  • Great Communication Tips – Part 1
  • Great Communication Tips – Part 2
  • Self-Talk & Powerful Language
  • Miscommunication
  • Still MORE Great Tips! Part 1
  • Still MORE Great Tips! Part 2
  • Still MORE Great Tips! Part 3
  • Final Thoughts and Suggestions
  • PROMO Communication (BEST)

***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

How will I get my certificate?

At the end of the course, there will be a written assignment test which you can take either during or after the course. After successfully completing the test you will get your CPD Accredited Certificate (PDF + Hardcopy) as proof of your achievement.

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

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

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What does study method mean?

Study method describes the format in which the course will be delivered. At 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, 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.