Key Learning Outcome:
At the end of the course, participants will be able to:
- Recognize the insurance companies environment.
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Describe the roles and functions of the various departments in a typical life insurance and takaful company.
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Identify various distribution channels used for marketing life insurance.
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Describe professionalism through ethics, education and career planning.
Course Content:
Day 1
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Life Insurance - History and Evolution
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Life Insurance companies and
their environments
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Organisational Structure of Life
insurance companies
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Principles of organisation
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Stakeholders / Levels and Functions of Management
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Responsibilities and business process of each departments
Day 2
- Functions of Each Departments Individual
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Risk Management / Legal Compliance
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Human Resources / Information and Technology
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Finance / Treasury Operations / Investment
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Audit / Actuarial/ Product Development
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Marketing / Product Distribution
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Underwriting
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Policy Serving / Customer Service/ Conservation
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Claims
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Branch Operations
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Distribution Channel
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Agents
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Telemarketing
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Bancaassurance
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Brokers
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Corporate Agency
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Life Insurance agency profession
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Professionalism in insurance - Ethical behaviour
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The new Financial Services Act
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Continuing education and career planning
Speaker Profile
ELWIN LAU
B.Sc (Hons) (UK), MFP(Aust), ANZIIF(Senior Assoc), ChFC, CFP, RFP and Shariah RFP
Elwin has been actively involved in insurance industry for more than twenty five years. He has held various positions as Manager of Underwriting, Branch Head and Head of Operations and Customers Service. He has a Bachelor of Science (Honours) and possesses a Master in Financial Planning. He is also a Senior Associate of The Australian Insurance Institute and New Zealand Institute of Insurance and Finance (ANZIIF).
He currently provides financial planning consultancy to both individual and business owners in the financial services industry. He serves as Treasurer of the Malaysia Financial Planners & Advisers Association.
He also conducts regular training in technical insurance with Malaysian Insurance Institute and various institutions in financial planning for professional examination. He is a certified trainer to Malaysian Insurance Institute, RFP program in addition to CFP program.
Elwin is a Chartered Financial Consultant (ChFC), a Certified Financial Planner (CFP), Registered Financial Planner (RFP) and Shariah Registered Finnancial Planner (Shariah RFP).
Date and Time
Date: 23 - 24 March 2022
Time: 9.00 a.m. - 4.00 p.m.
Registration Closing Date: 16 March 2022
Price
Early Bird (Register before 16 March 2022)
MII Member:
RM 680 (single), RM 630 (Group)
Non Member:
RM 850 (Single), RM 800(Group)
International:
USD225 (Single), USD200 (Group)
Normal Fee
MII Member:
RM 750 (single), RM 700 (Group)
Non Member:
RM 900 (Single), RM 850(Group)
International:
USD250 (Single), USD225 (Group)
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