SpecCon Holdings
INSETA Qualifications
INSETA Qualifications
Specialize in long term insurance advisory services including life insurance, investment analysis, and client relationship management. This qualification prepares you for professional advisory roles in the long term insurance sector.
This Long Term Insurance Advisor qualification provides specialised training in life insurance, investment advisory services, and client relationship management. The program combines investment advisory principles with practical skills needed to provide professional long term insurance advice and solutions.
Upon completion of this qualification, learners will be able to:
Comprehensive overview of the investment advisory industry, its structure, regulations, and role in long term insurance services.
Regulatory requirements and principles for advising clients on insurance, savings, retirement planning, and investment strategies.
Analyzing client needs for long-term wealth creation and protection, and evaluating available investment options.
Recommending and implementing appropriate wealth creation and protection solutions for clients.
Building and maintaining professional relationships with clients in the long term insurance sector.
Specialized knowledge of life insurance products, services, and their application in wealth management.
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