79 000 kr exkl. moms

Livdiplom

livdiplom

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.

Supervisor
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.

Course content

Program courses

Days/Scope

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
Financial advice 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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Deltagare

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Faktureringsinformation

Övrigt

Kursinformation

Webbaserad utbildning

Lärarledd utbildning

Webbaserad utbildning

Lärarledd utbildning

Webbaserad utbildning

Lärarledd utbildning

Bekräftelse på anmälan skickas ut via e-post. Anmälan till distanskurser är bindande och kan inte avbokas. Anmälan till lärarledda dagar är bindande, men inte personbunden, utan kan överlåtas till annan person inom samma företag. Vid om- eller avbokning senare än fyra veckor före kursen startar debiteras 50 procent av kursavgiften. Vid om- eller avbokning senare än två veckor före kursen startar debiteras hela kursavgiften. Kostnad för utsänt material debiteras alltid. Vid sjukdom hos föreläsare förbehåller vi oss rätten att flytta en eller flera kursdagar till annat tillfälle. Utbildningen är tillgänglig i 12 månader från anmälan.

Vi är glada att få hälsa dig välkommen som kursdeltagare hos oss på Contento Wassum Academy!