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Personal Finance Society
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Qualification
Designed for financial advisers and insurance agents working outside the UK, the Award provides a solid grounding in the core financial and life assurance products. It offers guidance on what constitutes professional practice, providing a framework for ethical behaviour. With over 6,500 holders ...
Qualification
Designed for non-UK Financial Advisers and Insurance Agents working within the Banking sector, the Award provides solid grounding in the core financial, life assurance and insurance products. It offers guidance on what constitutes professional practice, providing a framework for ethical behaviour.
Training unit
Introduction to life assurance - one day course  
Qualification unit
Designed for financial advisers and insurance agents working outside the UK within the banking sector, this single-unit qualification provides a solid grounding in the relevant core financial, life assurance and insurance products, and offers guidance on what constitutes sound professional practi...
Syllabuses | 01 Oct 2011
CII syllabus for 735 Life assurance 2011
Fact files | 21 Jul 2016
This fact file looks at key recent developments affecting the design of life assurance products.  This fact file was last updated by the author in July 2016.
Technical articles | 01 Jun 2009
What a life assurance contract is has been defined in a variety of ways. A definition is sometimes necessary in order to establish whether a particular contract is a policy of life assurance or not.
Technical articles | 01 Jun 2008
A contract of life assurance (known as a life assurance 'policy') is designed to provide financial protection by paying out a lump sum or an income in the event of death.  It can also provide a way to save for the future, with some policies paying out on surival to the end of an agreed...
CII Library | Book | Published 2016
Unique in its depth of coverage and currency, Houseman's Law of Life Assurance has established a well-deserved reputation as an authoritative practitioner work on life assurance and is renowned for its practical insight into the workings of the industry. In addition to being fully updated to take...
 
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