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Basics

INTRODUCTION TO THE FINANCIAL SERVICES INDUSTRY


Content
  • SECTION 1
  • AN INTRODUCTION TO INSURANCE
  • 1.1 PERSONAL INSURANCE NEEDS
  • 1.2 BUSINESS INSURANCE NEEDS
  • 1.3 THE CHANGING NEED FOR PROTECTION
  • 1.4 THE LEVEL OF PROTECTION
  • 1.5 THE COST OF LIFE ASSURANCE BENEFITS
  • SECTION 2
  • AN INTRODUCTION TO SAVINGS & INVESTMENT
  • 2.1 SELECTING A SAVINGS OR INVESTMENT PLAN
  • 2.2 UNIT-LINKED POLICIES
  • 2.3 INVESTMENT MANAGERS
  • 2.4 INVESTMENT OPTIONS
Completion rules
  • All units must be completed