Level II Insurance Training Course (with EIA certification)
Get your certification in Financial and Private Insurance Matters and certify your professional suitability as an insurance mediator.
If your job consists of advising clients on insurance products, you need to have the certification required by current regulations.
If you already hold the EIA certification, the Level 2 Insurance Certification Course—developed by CECAS—provides you with the training needed to obtain the qualification required to perform advisory roles in insurance distribution, in compliance with Royal Decree 287/2021.
This is a 100% online, practical, and flexible program that will enable you to acquire the technical and regulatory knowledge necessary to carry out your professional activity with full guarantees.
ATTENTION: To validate your enrollment in this course, it is essential that you first send us your EIA certification via email to cursos@bfs-ief.com.
What will you achieve?
Upon completing the program, you will be able to:
Obtain the necessary training to access the Accrediting Formative Certification of Level 2 issued by CECAS.
Acquire the necessary knowledge to advise on insurance products in accordance with current regulations.
Understand the functioning of the main insurance products, both life and non-life.
Understand the legal framework regulating insurance distribution and consumer protection.
Who is this program for?
This program is aimed at professionals who must advise on insurance products, including: - Insurance agents. - Employees of brokerages and intermediaries who perform advisory tasks. - External collaborators who advise on insurance products. - Employees of external collaborators. - Professionals in the distribution networks of bancassurance operators. - Employees of insurance and reinsurance companies who perform advisory functions. - Heads of distribution activities and members of management bodies of corporate agents or external collaborators when they perform advisory functions. Requirement: To access this course, it is necessary to hold, at a minimum, a Compulsory Secondary Education (ESO) diploma or its equivalent (or a higher degree). Foreign qualifications must be officially recognized (homologated).
Methodology and Assessment
The course is conducted 100% online through the CECAS training platform, which you will access using a personal username and password. From day one, you will have all the necessary resources at your disposal to progress at your own pace: - Complete syllabus in digital format. - Self-assessment multiple-choice quizzes. - Solved practical exercises. - Progressive evaluations to consolidate your knowledge as you move through the program. Additionally, you will have a tutoring service to resolve any academic queries. Inquiries are made directly through the platform, and the assigned tutor will respond within 48 to 72 hours. Evaluation To access the final exam, you must complete all course checkpoints and pass each of them with a minimum score of 6. The final exam consists of 50 multiple-choice questions, with four possible answers per question. To pass, you must obtain at least a 60% correct answer rate (30 out of the 50 questions). In the event of not passing the exam on the first attempt, the student will have a single retake opportunity, which must be requested within a maximum period of 15 days. Once the exam is passed and the process is validated by the CECAS team, the student will be able to download their Accrediting Formative Certification of Level 2 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 Contracting Parties
- Other Aspects of Insurance
- Regulations on Insurance Distribution and Consumer Protection
- Basic property and casualty insurance
- Technical and services insurance
- Liability insurance (RC)
- Motor insurance
- Multi-risk insurance
- Transport insurance
- Personal insurance other than life insurance
- Personal insurance and the Insurance Contract Law
- Life insurance modalities and prevention of money laundering
- The public pension system: Organization and benefits
- Insurance-based investment products: Nature and characteristics
- Advantages and disadvantages of the various investment options for policyholders
- Financial mathematics / Financial calculation
- Potential financial risks derived from IBIPs products
- Applicable tax regulations
- Management of conflicts of interest
- Pension plans and pension funds
