Life Insurance and Pensions

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

 

Description

The session will enable participants to differentiate between the main types of life insurance policies and how these could be used as an alternative investment vehicle such as retirement planning.

 

Course Topics

  • Principles of life insurance
  • The main types of life insurance policies
  • Underwriting factors
  • Investment policies
  • The three pillar pension system

 

Learning Objectives

  • Understanding the three main types of life insurance policies
  • The investment options available
  • Personal Pension Plans and tax incentives

 

Target Audience

Anyone who intends to purchase life cover for peace of mind, considering an alternative investment  and those who wish to benefit from the current incentives available on Personal Pension Plans.

 

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 informative and interactive. The tutor explained clearly and kept us attentive.

S. Desira

Trainers

Tonia Parascandalo, ACII, CEFA

Tonia joined a local bank in 1985.   Initially pursuing banking studies, she steered her career path by focusing on life insurance studies,  anticipating the opportunities that would become available with the introduction of bancassurance.  She spent 13 years within the Bancassurance section of the bank, eventually taking over the organisation and delivery  of  training programmes leading to the licensing of bancassurance authorised representatives.  The role entailed acting as a bancassurance ambassador for the bank, through media interviews and delivery of Investor Education Programmes.    Following a short term deployment as a branch manager, she was selected to lead the bank’s Customer Issues Unit.   She currently leads the bank’s Bancassurance Unit.

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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