Description:
Details on how to set up a demands and needs assessment including obtaining the necessary details from the client, the client journey, the demands and needs statement and the demands and needs statement. Compliance Report. Examples of demands and needs assessment will be provided.
Course Topics:
Learning Objectives:
Ensuring full adherence to the regulatory requirements for insurance distributors around the demands and needs assessment.
Target Audience:
Compliance Officers and insurance distributors.
Assessment Questions and Answers:
In line with MFSA requirements, a short multiple-choice assessment will be provided by the trainer towards the end of the session. A Certificate of Attendance will be awarded to all students who attend the CPD (duration will be included on certificate). A Certificate of Achievement will be awarded to those who sit for the assessment and are successful (pass mark 60%).