About The Course
In this course, participants will be able to understand the concept of life underwriting and list the roles & responsibility of an Underwriter, as well as the steps involve in the underwriting process and how it applies into practices.

Learning Outcomes
At the end of this program, participants will be able to:

  • Understand the concept of Life Underwriting.
  • Understand aims of the underwriter, short term and long term.
  • Understand the factors involved in Risks selection.
  • Identify type or source of documents to shape the final underwriting decision.
  • Identify what’s sub-standard/standard or medical and non-medical cases.
  • Understand on process flow, from date of accepting proposal form until date of final decision making.
  • Application of theories and concepts learned into practices based on case scenarios.


Key Content:

Day 1
  • Introduction to Basic Life Underwriting
  • Who is the underwriting personnel? What is their authority and approaches?
  • The Principle of Risks Selection
  • The Tools of Underwriting
Day 2
  • The Classification of Underwriting
  • The Underwriting Process
  • Case Study 1
  • Case Study 2

Target Audience
Employees with less than 2 years of insurance experience

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 the insurance industry for over 25 years. He has held various positions including as Manager of Underwriting, Branch Head and Head of Operations and Customers Service. A graduate of Bachelor of Science (Honours) and Master in Financial Planning, Elwin 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 also serves as Treasurer of the Malaysia Financial Planners & Advisers Association.

Elwin is a certified trainer for The Malaysian Insurance Institute, RFP program and CFP program. He conducts regular training in technical insurance for The Malaysian Insurance Institute (MII) and various other institutions in financial planning for professional examination.

Edwin is a Chartered Financial Consultant (ChFC), a Certified Financial Planner (CFP), Registered Financial Planner (RFP) and Shariah Registered Financial Planner (Shariah RFP).

Date and Time
Date: 10-11 June 2021
Time: 9.00 a.m. - 4.00 p.m.

Price
Early Bird (register before 28 May 2021):
MII Member : RM 680 (Single), RM 630 (Group)
Non Member : RM 850 (Single), RM 800 (Group)
International: USD 200 (Single), USD 180 (Group)
Normal Fee:
MII Member : RM 750 (Single), RM 700 (Group)
Non Member : RM 900 (Single), RM 850 (Group)
International: USD 230 (Single), USD 200 (Group)

For more information about MII’s virtual programmes, visit our #VirtualLearning microsite or
call us at +603 2712 8882 or email events@mii.org.my / sales@mii.org.my.

Be safe and stay strong.

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