Insurance Distribution Directive (IDD) and Continuing Professional Development (CPD)

The Insurance Distribution Directive (IDD) requires all insurance distributors and their employees to have the appropriate knowledge and ability to perform their roles. This must be supported by a minimum of 15 hours’ Continuing Professional Development (CPD) a year. Employees must have a minimum necessary knowledge of eight core areas. This webinar presents an overview of the eight core areas of the IDD and suggested areas of learning for each core area. CPD is also discussed and what can be recorded as CPD and why this is important.
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OTHER ON-DEMAND WEBINARS

WEBINAR: UNDERSTANDING INSURANCE PRINCIPLES 11-1-2019

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What is the apprpriate attire for classesThe attire for our live classroom classes is business casual. Dress comfortably but neatly. The classrooms are kept on the cool side, so we suggest you bring a sweater or jacket, even in the summer.Do you take breaks We provide regular breaks. The instructor may cancel or postpone a break if the class is running behind in getting through the class material. A lunch break is provided during our daytime classes.
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Staying Current on Insurance Issues Confronting Nonprofit Organizations

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For most nonprofit organizations, the importance of insurance is old news. Too often, that appreciation stops at the headline and remains frozen in the past. Nonprofit organizations, their directors, and their executives sometimes assume that broadly named form insurance policies cover their potential liabilities without reading the fine print. When disaster strikes that fine print can make the difference between a nonprofit organization receiving its bargained-for insurance benefits and dipping into its own reserves.
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Harnessing Data & Technology for Digital Transformation in the Insurance Industry

The insurance sector has been notoriously slower than other industries to adapt to technology, and digital transformation has been no exception. But an increasingly volatile risk landscape, coupled with the shift in consumer behavior made it necessary to fast track this journey. In addition, improved analytics capabilities and the seemingly ever-expanding available data brought with it opportunities for insurers to understand their risk exposure as well as their customer needs, and address them in a timely and efficient manner.
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Critical Illness & Disability Planning

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Experiencing a critical illness is a life-altering event. The mental, physical, financial and emotional tolls taken can devastate a family. Illnesses formerly considered terminal now are often survivable. Unfortunately, the aftermath of a critical illness can be difficult. This is where critical illness insurance and disability income insurance can save the day. With proper planning, and truly understanding what is at stake for your family, a plan of action can be prepared before this type of life event occurs. This course discusses what critical illness insurance is, and is not. We thoroughly cover what disability income insurance is, and is not. Understanding the differences in these products is important to properly plan a family’s sound financial future
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