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 webinar we explore this broad topic of financial competency taking a top-level look at key areas and concepts that General Insurance intermediaries and brokers should know and understand when dealing with and advising customers.
• Identify the range of issues and considerations around financial resilience and competency• Understand the importance of recognising financial competency issues • Recognise and gain an increased understanding of key financial concepts, factors and considerations and the implication they present for the customer and brokers within GI
Zing365 has been a leading provider of training & development services to the UK insurance market since 2000 and is based in Bristol, England.
