Insurance Training Course – Level 3
Get your certification in Financial and Private Insurance Matters and certify your professional suitability as an insurance mediator.
If your job involves advising clients on insurance products, you need to have the certification required by current regulations.
If you already hold the EIP or EFA certification, the Level 3 Insurance Certification Course is designed for professionals who must provide information on insurance products and need to meet the requirements established by current regulations.
Developed by CECAS, this program provides the mandatory training to perform information-provision duties in insurance distribution, in accordance with Royal Decree 287/2021.
Thanks to its 100% online format and its two-month duration, you can obtain the necessary qualification in a flexible way that is compatible with your professional activity.
PLEASE NOTE: To validate your enrollment in this course, it is essential that you first send us your EIA certification via email at cursos@bfs-ief.com.
- Without any certification: 200 horas, 210€.
- With EIA certification 180 hours, 185€.
- With EIP or EFA certification: 120 hours, 165€.
What will you achieve?
Upon completing the program, you will be able to:
Obtain the necessary training to access the Level 3 Accredited Training Certification issued by CECAS.
Understand how the main insurance products work.
Understand the regulatory framework of insurance distribution.
Inform clients correctly about insurance products in compliance with current regulations.
Who is it for?
This course is aimed at professionals whose role consists of providing information on insurance products, without performing advisory duties. These include: - Insurance agents. - Employees of mediators and brokerages who provide information on insurance products. - External collaborators. - Employees of external collaborators. - Professionals working in bancassurance operator distribution networks. - Employees of insurance and reinsurance entities who perform information-provision duties. - Individuals responsible for distribution activities and members of management bodies in the cases provided for by the regulations. For this level, you only need to submit proof of payment to finalize your enrollment.
Methodology and Assessment
To access the final exam, it is necessary to have completed all the course assessments and passed each one with a minimum score of 6. Once you have passed the exam and the process has been validated by the CECAS team, you will be able to download your Level 3 Accredited Training Certification directly from the platform.
Over 30 years leading financial education
Learnability
We promote, facilitate, and enhance your ability to learn quickly and effectively. We adapt to new situations and maintain a continuous improvement mindset.
Employability
We develop the skills and competencies to obtain, maintain, and enhance your professional profile in a competitive and ever-changing market
Glocality
We combine global and local perspectives in a more connected environment to foster collaboration and commitment in solving challenges.
SYLLABUS
Online Training
- Applied theory
- Case Studies
- Online tests
- Insurance Theory
- The insurance contract
- Obligations of the parties.
- General aspects of insurance.
- Regulations on insurance distribution and consumer protection
- Property damage insurance.
- Technical and service insurance.
- Civil Liability.
- Motor insurance.
- Multi-risk insurance.
- Transport insurance.
- Personal insurance other than life insurance.
- Personal insurance
- Life insurance modalities and prevention of money laundering.
- Prevention of money laundering.
- Public pension system.
- Nature and characteristics of IBIPs (Insurance-Based Investment Products).
- Advantages and disadvantages of different investment alternatives.
- Financial mathematics.
- Associated financial risks.
- Taxation
- Management of conflicts of interest.
- Pension plans and funds.
