Qualifications |
Award in Insurance |
FIT- Foundation Insurance Test |
Certificate |
IF1- Insurance, legal & regulatory |
IF2- General Insurance Business |
IF3- Insurance Underwriting process |
IF4- Insurance claims and handling process |
IF5- Motor Insurance products |
IF6- Household insurance products |
IF7- Healthcare insurance products |
IF8- Packaged commercial insurances |
IF9- Customer service in Insurance |
I10- Insurance broking fundamentals |
I11- Introduction to Risk Management |
LM1- London market insurance essentials |
LM2- London market insurance principles |
LM3- London market underwriting principles |
Diploma |
P61- Life, critical illness & disability underwriting |
P62- Life, critical illness & disability claims |
P63- Long term insurance business |
P64- Private medical insurance practice |
P66- Delegated Authority |
P67- Fundamentals of risk management |
P86- Personal Insurance |
P90- Cargo & goods in transit insurance |
P91- Aviation & space insurance |
P98- Marine hull & associated liabilities |
M05- Insurance Law |
M21- Commercial insurance contract wording |
M66- Delegated Authority |
M67- Fundamentals of risk management |
M80- Underwriting practice |
M81- Insurance broking practice |
M85- Claims practice |
M86- Personal Insurance |
M90- Cargo & goods in transit insurance |
M91- Aviation & space insurance |
M92- Insurance business & finance |
M93- Commercial property & business interruption |
M94- Motor Insurance |
M96- Liability Insurance |
M97- Reinsurance |
M98- Marine hull & associated liabilities |
Advanced Diploma |
590- Principles of Takaful |
530- Economics & Business |
820- Advanced Claims |
930- Advanced insurance broking |
945- Marketing insurance products & services |
960- Advanced underwriting |
990- Insurance corporate management |
992- Risk management in Insurance |
995- Strategic Underwriting |
996- Strategic claims management |
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997- Advanced risk financing and transfer |
993- Advances in strategic risk management in Insurance |
991- London market insurance specialisation |
994- Insurance market specialisation |
International qualifications – Certificate in Insurance and Financial Services |
W01- Award in General Insurance |
W04 – Award in Customer Service in Insurance |
AWF – Award in Financial Planning |
AWB – Award in Bancassurance |
AWP – Award in Investment Planning |
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Financial Services qualifications |
|
Qualifications |
Award |
LF1- Life and pensions foundations |
Certificate |
CF1- UK Financial services, regulation & ethics |
CF6- Mortgage advice |
CF8- Long term care insurance |
GR1- Group Risk |
FA1- Life office administration |
FA2- Pensions administration |
FA4- Collective Investment scheme administration |
FA5- Individual savings account administration |
FA6- Investment client servicing |
LP1- Life and pensions customer operation |
LP2- Financial services products and solutions |
LP3- Life and pensions principles and practices |
RB1- Retail banking services and conduct |
Diploma |
R01- Financial services, regulation & ethics |
R02- Investment principles and risk |
R03- Personal taxation |
R04- Pensions & retirement planning |
R05- Financial protection |
R06- Financial planning practice |
R07- Advanced mortgage advice |
R08- Pensions update |
J02- Trusts |
J03- The tax & legal aspects of business |
J05- Pension income options |
J07- Supervision in a regulated environment |
J10- Discretionary Investment Management |
J11- Wrap & platform services |
J12- Securities Advice & Dealing |
J09- Paraplanning |
Advanced Diploma |
AF1- Personal tax and trust planning |
AF2- Business financial planning |
AF3- Pension planning |
AF4- Investment planning |
AF5- Financial planning process |
AF7- Pension and transfers |
AF6- Senior management & supervision |