Introduction to Life Underwriting

In this course, we’ll discuss the concept of Life Underwriting and the roles, responsibilities, and steps involved in the underwriting process. We’ll also discuss how to apply what you’ve learned into practice.

Recommended for

Employees with less than 2 years insurance experience

19 - 20 June 2023
9.00 a.m. - 5.00 p.m.

Method: Virtual Learning
CPD Hours: 14
Registration Closing Date:
16 June 2023

About the trainer:

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).
Course Outline
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

Contact Info

The Malaysian Insurance Institute 197701004772 (35445-H),
Level 6, Bangunan AICB,
No. 10 Jalan Dato’ Onn,
50480 Kuala Lumpur, Malaysia 

Tel : +603 2712 8882

Email :

Customer Service Virtual Office: Open from 10:00 a.m. to 12:00 p.m., Mon-Fri

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