The Award in Financial Planning is designed for financial advisers and insurance agents. It provides a solid grounding in the core financial and life assurance products. It teaches you how to identify the customers financial planning needs and make recommendations to match those needs. The Award in Financial Planning prepares you for professional practice and provides guidance on ethical behaviour.
With over 6,500 holders to date across 80 countries, the Award in Financial Planning provides a professional benchmark for the sector.
- Teacher: Silvan Said
- Understand the nature and main features of risk and insurance.
- Know the structure and main features of the insurance market.
- Understand the main legal principles governing insurance contracts.
- Understand the main regulatory and legal principles applicable to the transaction of insurance business.
- Know key aspects of ethics, corporate governance and internal controls.
Download the full syllabus from the CII website
Mr. Silvan Said ACII, ARM, Chartered Insurance Practitioner
Founder, Managing Director
Mr. Said is a senior risk and insurance executive with over 36 years experience in the industry and is an Advanced Technical Insurance trainer accredited by the CII. He has been actively involved in talent development for the insurance industry since 2002, consulting and delivering courses in Malta, Eastern Europe and the MENA region.
Over his twelve years experience in the GCC, Silvan has developed a deep understanding of the training and development needs of the insurance market in the GCC. In March 2015, he established RISC institute and it quickly became the undisputed leading training institution for the insurance industry in the UAE both in terms of attendance numbers and qualified students.
Check out his profile here.
Interact with the tutor
30 hours of Guided Learning Hours through Virtual Live Classes
Over 150 end of topic practice quizzes
Case studies and assignments
Boot Camp (Live virtual session)
Interactive online lessons
Short videos explaining key concepts
Online viewing of powerpoint presentations
Practice exam with feedback
Links to further learning resources
Live class recordings
Customer help line
CII Digital learning materials (ebook)
CII Revision mate
In-house CII exam schedule
Remote Inviglation (optional)
Special discounted price applicable only until 31 May 2020
This price is inclusive of 5% VAT.
A non-refundable admission fee of AED 1,000 is payable upon registration to confirm your enrollment. This fee will be deducted from the total programme fee. For further information, see our Cancellation and Refunds Policy.
Enrollments are subject to our Terms and Conditions
The Award in Bancassurance is one of three awards that make up the Certificate in Insurance and Financial Services of the CII. You can download the CII's qualification brochure for further details.
RISC Institute offers packages at extremely advantageous terms if you wish to pursue the Cert. CII qualification. Check details of our offer here
You will also get FREE ADD-ONS consisting of 12 hours of CPD training plus 1 year CII Ordinary membership and one year CII Ordinary membership.
In order to assist individuals, RISC offers installment plans for Cert CII Packages of up to four (4) payments by postdated cheques or monthly direct debit from credit/debit card.