Level III Insurance Training Course (with EIA Certification)
Get certified in Financial and Private Insurance Matters and verify your professional suitability as an insurance broker
Here is the translation of your text into American English:
If your job involves advising clients on insurance products, you need to hold the certification required by current regulations.
If you already have the EIA certification, the Level 3 Insurance Certification Course is designed for professionals who must provide information on insurance products and need to comply with the requirements established by current regulations.
Developed by CECAS, this program provides the mandatory training to perform informational duties in insurance distribution, in accordance with Royal Decree 287/2021.
Thanks to its 100% online format and its two-month duration, you can get the necessary training flexibly and compatibly with your professional activity.
PLEASE NOTE: To validate your registration for this course, it is essential that you first email your EIA certification to us at cursos@bfs-ief.com.
What will you achieve?
Upon completing the program, you will be able to:
Obtain the necessary training to access the Level 3 Accrediting Training Certification issued by CECAS.
Understand how key insurance products work.
Understand the regulatory framework of insurance distribution.
Properly inform clients about insurance products in accordance with current regulations.
Who is this for?
This course is designed for professionals whose role is to provide information on insurance products without offering advisory services. These include: - Insurance agents. - Employees of intermediaries and brokerages who provide information on insurance products. - External collaborators. - Employees of external collaborators. - Professionals in the distribution networks of bancassurance operators. - Employees of insurance and reinsurance companies who perform informational duties. - Distribution managers and board members in cases stipulated by regulations. For this level, you only need to provide proof of payment to finalize your registration.
Methodology and Evaluation
To access the final exam, you must have completed all course quizzes 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 Accrediting 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 and Casualty Insurance
- Technical and Service Insurance
- General Liability
- Auto Insurance
- Multi-risk Insurance
- Transport and Cargo Insurance
- Personal Insurance Other Than Life Insurance
- Personal Insurance
- Types of Life Insurance
- Prevention of Money Laundering Prevention of Money Laundering (AML)
- Public Pension System
- Nature and Characteristics of IBIPs
- Advantages and Disadvantages of Different Investment Alternatives
- Financial Mathematics / Financial Calculation
- Associated Financial Risks
- Taxation
- Conflict of Interest Management
- Pension Plans and Pension Funds
