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The ten-step process and compliance for long-term insurance related advice

R350.00 (incl. VAT)

This course emphasises the fundamental principles within the framework of the ten-step process of professional client engagement that enable financial advisors to provide long-term insurance related advice and to render intermediaries services in a compliant way and making sure that their long-term insurance transactions are accurately accounted for..

Description

This course emphasises the fundamental principles within the framework of the ten-step process of professional client engagement that enable financial advisors to provide long-term insurance related advice and to render intermediaries services in a compliant way and making sure that their long-term insurance transactions are accurately accounted for...