Demands and Needs Assessment – Requirements and Application

Intake Opening Soon 5:00 - 7:00pm Online

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:

  • What is the demands and needs assessment?
  • What are the regulatory requirements?
  • When and how to conduct a demands and needs assessment?
  • Record keeping requirements
  • Best practices for the demands and needs assessment
  • Client Journey

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%).

Testimonials

Very interesting and very well explained

J. Gonzi

The session was conducted professionally and all areas of the demands and needs requirements were well explained and all the queries raised during the session were clarified by the trainer.

J. Grech

It was very well presented with the opportunity of the attendees to ask questions and discuss further.

M. Polidano

This CPD session was very interesting and gave me the real understanding how the Demands and Needs have to be made and when.

The speaker, who was very professional in her presentation showed us the fundamental importance of the Demands and Needs and how and when these have to be applied.

N. Ellul

Trainers

Romina Lauri, B.Com (Hons.) Econ. (Melit), MA (Econ) (Melit), Dip (Insurance, Banking and Investments)

Ms Lauri is a seasoned Regulatory Compliance Expert focusing on various regulatory frameworks including the insurance undertaking and intermediary sector. Ms Lauri holds a number of PQ’d appointments as a Compliance Officer for various insurance entities

I'm interested in this course

If you are interested to join this course when the intake is open please fill in the form below.

Why Choose Us

MITC is made up of a close-knit team with a real passion for learning and insurance, who believe in the continuous development and empowerment of individuals through learning. We understand all of the nuances and challenges that come with insurance training and, that is why we’re here to help you get your training right.

Our courses are developed following in-depth research and consultation on the subject matter and the related market, thus ensuring participant needs are met. All our trainers are experts in their field and actively contribute towards the continuous development of the courses which they deliver.

Our training services are accredited by the Malta Further and Higher Education Authority (MFHEA) and the European Qualifications Framework platforms. MITC’s homegrown insurance programmes are recognised by the renowned Chartered Insurance Institute, UK.

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