Financial competency forms part of the mandatory minimum knowledge topics under the Insurance Distribution Directive (IDD). The FCA has not been prescriptive as to what financial competency should cover, but only that it needs to be relevant to the role undertaken.
In this course we explore financial competency taking a top-level look at what General Insurance (GI) intermediaries and brokers should know when dealing with and in some circumstances advising customers.
This course is divided into 2 parts:
We suggest that learners take a break in between parts 1 & 2.
Note: This course is designed to be informative and so does not have an associated assessment. Some of the elements covered have separate applicable courses that take a deeper dive into the subjects, and these will be highlighted throughout the course.
This course covers topics outlined in the FCA's minimum knowledge requirements for the Core Competency in Financial Competency.
Coversure
No request was ever too much, and they made a genuine effort to involve my colleague and myself at every stage of the process."
GHG Solutions
CCTA
The quality of material and content is excellent, and the delivery of the training by Matt is the best I have ever seen in a training environment."
Protect Commercial
Crawford & Company
Matt also did a follow up meeting with the team which allowed us to ask any questions on things that may not have gone as expected and, from that, we managed to improve yet again."
Kentro Capital Limited
The trainer (Bernie) always gets very good reviews and I still remember her training years after attending.”
Clarion
Zing365 has been a leading provider of training & development services to the UK insurance market since 2000 and is based in Bristol, England.
