ContentoWassum Academy's training program Diplomatic Life Insurance Broker provides participants with broad knowledge and meets the special requirements of life insurance brokers according to the Swedish Financial Supervisory Authority's regulations, chapter 2, section 7, FFFS 2007: 23. See here.
We also place great emphasis on the training sections that concern investment advice and you will also, after having completed the program, comply with the requirements of the Financial Advisory Board to Consumers Act (FFFS 2004: 4). See here.
In total, the training program is comprised of 14 teacher-oriented training days, e-learning and self-study. The training program ends with diplomacy and mingling to celebrate your newly acquired knowledge.
Each course section has a supervisor who works as a specialist in their field of study every day. Our teachers are primarily practitioners and work, for example, as lawyers, actuaries or asset management experts.
Who is this for?
This training program is designed for people who work with advanced insurance, pension and investment advice at insurance companies, banks or as insurance brokers. This training is also great for those who work with insurance in other roles that require a wide range of industry knowledge, such as whether you are a business or product developer at an insurance company or have a marketing or support function towards insurance advisors.
|Financial markets and tools||1 day classroom + e-training|
|Funds and portfolios||1 day classroom + e-training|
|Pensions and benefits according to laws and agreements||2 days classroom + e-training|
|Insurance knowledge||1 day classroom + e-training|
|Individual occupational pension||2 days classroom|
|Law||2 days classroom + e-training|
|Taxes||2 days classroom + e-training|
|Business||2 days classroom|
|The role and responsibility of the insurance broker||E-training|
|Measures against money laundering||E-training|
|Update - New fund rules according to UCITS IV||E-training|
|Business-oriented counseling, graduation and diplomacy||1 day classroom|
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