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Insurance Broker Training
IBM

CPD Accredited | 24x7 Tutor Support | Lifetime Access

Summary

Price
£23 inc VAT
Study method
Online, On Demand 
Course format
4 Videos (with subtitles and transcripts) and 10 PDFs
Duration
4.5 hours · Self-paced
Qualification
No formal qualification
CPD
10 CPD hours / points
CPD What's this?
Certificates
  • Reed Courses Certificate of Completion - Free
Additional info
  • Tutor is available to students
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Overview

Step into the booming world of insurance with this comprehensive Accounting & Finance training programme—designed for those ready to shape future financial protection services. With the UK insurance market ranked 4th largest globally, job opportunities in accounting & finance are rapidly expanding, especially in brokering and underwriting. Strengthen your analytical mindset and gain theoretical clarity to navigate personal, commercial, and liability insurance sectors with confidence.

The Insurance Broker Training course provides an in-depth theoretical understanding of the insurance sector from a broad accounting & finance perspective. Designed to build a solid knowledge base, this programme introduces learners to the structure of the UK insurance industry, its operational dynamics, and the foundational principles that guide risk management, policy underwriting, and fraud prevention. Whether it’s general, marine, life, or liability insurance, the curriculum outlines how financial risk is assessed and managed, helping learners develop a sound framework for evaluating client needs.

This course places strong emphasis on the critical financial functions within the insurance ecosystem. You’ll explore how accounting & finance practices apply to personal and commercial lines, underwriting decisions, and claims processing—all central to the duties of an effective insurance broker. In an industry where accuracy, compliance, and ethical decision-making are key, this theoretical training aims to prepare individuals for supporting clients while aligning with UK regulatory expectations.

The demand for skilled professionals in accounting & finance roles related to insurance continues to rise in the UK, driven by evolving risk patterns and a stronger focus on consumer transparency. This course is suitable for those aiming to pursue careers in insurance sales, brokering, underwriting support, or financial analysis. By understanding sector-specific content, learners will position themselves confidently in the job market, equipped with the theoretical knowledge to enter one of the UK's most resilient financial sectors.

Key Learning Points of Insurance Broker Training Course:

  • Explore a diverse range of aspects of this field after the successful completion of the course
  • Get inside-out knowledge on Insurance Broker Training topics from the industry experts
  • Acquire skills that will help you to explore many opportunities

Why iBeauty is Your Best Choice

Key Features of Insurance Broker Training On The Go:

  • Immersive course materials (i.e. videos, presentations and explanatory figures.) of the course
  • Comprehensive course design for the course
  • On-demand learning support
  • Freedom to study at your own pace
  • Availability of certificate upon successful completion of the course
  • CPD accreditation Certificate
  • Content of the courses developed by Industry Experts
  • 24x7 Tutor Support

Certificates

CPD

10 CPD hours / points
Accredited by CPD Quality Standards

Curriculum

This course contains

Format: 4 Videos (with subtitles and transcripts) and 10 PDFs

Duration: 4h and 29m

Description

The Insurance Broker Training course is a detailed study into the world of insurance through an accounting & finance lens. Covering everything from the structure of the UK market to various lines of cover—such as general, life, marine, and liability—this course is built to enhance your theoretical insight into risk evaluation and policy management. You'll also examine the process of underwriting and the financial principles guiding premium calculations and claim procedures.

Whether you’re entering the field or aiming to boost your credentials, this course will provide you with foundational knowledge relevant to insurance operations in the UK. With a growing demand for ethical, finance-literate insurance professionals, this programme will help you build the confidence to excel in customer-facing or administrative roles. It’s a stepping stone into an evolving sector at the heart of the UK’s accounting & finance landscape.

⊱⊱ Insurance Broker Training Course Curriculum ⊰⊰

The detailed curriculum of the course is given below:

  • 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: Marine Insurance
  • Module 09: Life Insurance
  • Module 10: Insurance Fraud
  • Module 11: Underwriting Process

Who is this course for?

  • Aspiring insurance brokers and financial analysts
  • Entry-level professionals in accounting & finance roles
  • Career changers exploring the insurance sector
  • Administrators in financial services
  • Graduates interested in risk assessment and policy support
  • Professionals aiming to expand their theoretical understanding of insurance

Requirements

  • Basic proficiency in English
  • Interest in accounting & finance and the insurance industry
  • No prior experience required

Career path

  • Insurance Administrator – £20,000 to £28,000 per year
  • Insurance Broker – £25,000 to £40,000 per year
  • Underwriting Assistant – £22,000 to £35,000 per year
  • Claims Analyst – £26,000 to £42,000 per year
  • Risk and Compliance Officer – £30,000 to £48,000 per year
  • Financial Services Advisor (Insurance) – £32,000 to £55,000 per year

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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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