Professionalism of Insurance AdviserLevel 1 - Concept
What is the focus of this course?
Bank Negara Malaysia release exposure draft - Professionalism of Insurance and Takaful Agents in 27 April 2022. This exposure draft sets out proposed requirements that licensed insurers and licensed takaful operators (ITOs) shall comply with in relation to the recruitment of their agents including the agents’ minimum qualifications, fit and proper criteria and due diligence process, as well as requirements on treatment of errant agents and training.
As a result, to continue to promote the development of the insurance business through professionalism. Trustpal took the initiative to persuade all practitioners to continue learning anytime, anywhere with our experts, who also conduct lectures from RFP and CFP to assist you through the fundamentals of insurance here.
FormatSelf Learning Online Course
Study Time2 hours
Meet Our Lectures
Mr Lee Khee Chuan is a Securities Commission-licensed financial planner since Year 2011. With his expertise in value averaging, integrated will & trust preparation, unit trust fund investing, and company estate planning, he specializes in assisting professionals and business owners clients to improve their plans.
Topic 2 - Risk Management
Currently, Mr. Yong serves as the managing director, chief trainer, and creator of Money & Life Academy. He was the director of education and a certified financial planner with Fin Freedom before starting his own training business to help people achieve freedom. He worked as a professional will writer and unit trust consultant before joining Fin Freedom as a fully certified financial planner.