
Financial Planning

Financial Planning Process
In the past few decades, financial planning has become a way of life for most profess...

Needs Analysis
This course address the essentials of needs-based consultative selling.After comparin...

Life Insurance in Action
Life Insurance in Action discusses the various ways in which life insurance benefits ...

Group Insurance
The pupose of this course is to present you with the general overview of group life a...

Financial Planning Fundamentals
Designed for financial advisors and insurance agents, the course provides a solid gro...

Long-Term Care
A long-term care insurance policy is most valuable when it’s needed. Do you wan...

Award in Bancassurance
The Award in Bancassurance course provides a solid grounding on the relevant core fin...

Retirement Income Strategies
Throughout much of an individual’s working life, money is sent ahead to provide...

Life Insurance Policy Comparison and Underwriting
Life Insurance plays and important role in the financial security of many families. O...

Anti-Money Laundering Guidelines for Insurers
This course is designed to help insurance companies comply with anti-money laundering...

Anti-Money Laundering Standards for Insurance
Banks and other depository institutions have long been required to have programs in p...

Anti Money Laundering: Suspicious Activities and SARS
Money laundering was once considered primarily a problem associated with the drug tra...
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