Webinar: Personal Lines 1

Webinar: Personal Lines 1
FPI CPD Approval: FPI20110008 __________ Related Topic: Risk Management

In this 1-hour short-term insurance webinar Kate will cover Personal Lines.
 Kate will discuss some of the below topics:
  • Explain the legislative and tax implications applicable to the products within the class of business.
  • Identify the general (risk and investment) financial needs of clients or groups of clients in respect of products within the class of business.
  • Describe the typical fee structures, charges and other costs associated with products within the class of business.
  • Describe the general investment and risk principles, options and strategies associated with investing, purchasing or transacting in products within the class of business.
  • Describe (if relevant), the impact of applicable economic and environmental factors such as economic business cycles, inflation, monetary and fiscal policies, interest rates and exchange rates on the products within the class of business.
 Available: 1 December 2020 - 31 November 2021
 CPD: 1 Technical CPD Hour
 Cost : R250

   Kate began her insurance career 30 years ago and became an independent intermediary in the 90’s.  Kate runs her own small FSP specialising in Personal Lines, Commercial & Engineering policies for small to medium sized enterprises.  She is an associate member of the IISA and holds Level 5 and 6 Short Term insurance qualifications. Her knowledge and experience in insurance has enabled Kate to follow her passion for teaching.  She is an Inseta registered moderator and assessor and is qualified to develop learning material and design assessments, she facilitates insurance related programmes for a variety of companies.   

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I'm a designated member, do I still need to pay R250? No, All FPI designated members will receive all webinars for free as a membership benefit which are pre-registered and accessible via the E-learning portal. 
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12/1/2020 - 11/30/2021

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