| wdt_ID | TRAINING | SUBSECTION | DATE/MONTH | CATEGORY LEVEL |
|---|---|---|---|---|
| 1 | INTRODUCTION TO MARINE INSURANCE | • Underwriting Principles in Marine insurance • Institute Cargo Clauses (Simplified). • Marine Insurance Claims. • Marine Hull Underwriting and Claims. • Marine Loss Assessment. • Case studies. |
12th & 13th March, 2020 Junior and senior | Junior and senior staff with experience less than 5 years. |
| 2 | MEDICAL INSURANCE: PRODUCT DEVELOPMENT CYCLE. | 26th & 27th March, 2020 | ||
| 3 | USES OF LIFE ASSURANCE & INVESTMENT PRODUCTS | • Family protection • Partnership protection • House purchase • Financial Planning • Retirement Planning • Investment • Education • Credit protection • Key person insurance • Funeral Expenses • Tax planning • Case studies. |
16th & 17th April, 2020 | Junior and senior staff with experience less than 5 years |
| 4 | HOW TO GROW YOUR AGENCY | • Customer Service. • Principles of Insurance. • Insurance Underwriting • How to Award Insurance Misselling. • Ethics. • Case Studies |
From 27th April, 2020 | All Insurance Agents. |
| 5 | ENGINEERING AND CONSTRUCTION INSURANCE | • The factories Act • Boiler Insurance • Machinery Breakdown insurance • Erection ‘’All Risks’’ insurance • Business interruption insurance • Electronic Data Equipment insurance • Contractors “All Risks” insurance • Case studies |
12th to 15th May, 2020 | Middle Management. |
| 6 | ANNUAL INSURANCE QUIZ COMPETITION | 29th May, 2020 | ||
| 7 | REINSURANCE BASICSREINSURANCE CONTRACT & CLAUSES REINSURANCE TECHNICAL ACCOUNTING |
11th & 12th June, 2020 | Junior and senior staff with experience less than 6 years | |
| 8 | BROKERS TRAINING | From 23rd June, 2020 | All Insurance Brokers. | |
| 9 | MEDICAL INSURANCE: FRAUD DETECTION. | 29th & 30th June, 2020 | ||
| 10 | PRACTICE OF LIFE ASSURANCE | Proposal forms • General questions • Specific questions • Material facts • Signature and declaration Underwriting • Non-medical underwriting • Medical underwriting • Financial underwriting • Impact of HIV/AIDS on Life Assurance Underwriting Acceptance terms • Standard • Loaded • Postponement • Declinature • Letter of Acceptance Premium rating and calculations The policy • Meaning • The heading • The preamble or recital clause • Exceptions/exclusions • Condition and provisions • The policy schedule • The signature or attestation clause. Policy Administration • New business • Stamp Duty • Renewals • Beneficiary changes Life Office Valuations • Surplus • Reserves • Bonuses Claims procedures • Maturity • Death and disability • Small claims • Surrenders • Retirement Benefit |
TBA | Junior and senior staff with experience less than 5 years |
| wdt_ID | TRAINING | SUBSECTION | DATE/MONTH | CATEGORY LEVEL |