Important Notice: The 2026 CPD registration is now open. Welcome to inquire and register.
COURSES
An essentials course for licensed insurance agents on the Insurance Authority's conduct expectations.
It sets out how to run a needs analysis that stands up to review, what must be disclosed at the point of sale, and how remuneration and gifts should be handled.
Financial needs analysis and product suitability, with the documentation that supports each recommendation.
Point-of-sale disclosure, remuneration and gifts, and the conduct issues most often raised in Insurance Authority reviews.
An essentials course for licensed insurance agents on the Insurance Authority's conduct expectations. It sets out how to run a needs analysis that stands up to review, what must be disclosed at the point of sale, and how remuneration and gifts should be handled.
A programme for money service operators licensed by the Customs and Excise Department. It covers customer due diligence, ongoing monitoring, and the point at which a suspicious transaction report must be filed with the Joint Financial Intelligence Unit.
A programme for money service operators licensed by the Customs and Excise Department. It covers customer due diligence, ongoing monitoring, and the point at which a suspicious transaction report must be filed with the Joint Financial Intelligence Unit.