Access to training

To order your licenses  please send a request to

You will receive the steps to follow.

Languages: English

Duration: 1-hour e-learning course


This course covers how customers are guided to the right products and investments.  

The process whereby potential customers are identified, how their financial needs are assessed and the various stages they go through in being advised on the most suitable product and investment solutions.
Target Audience

All users working in the life insurance industry.

Knowledge Check

There is a 15-question knowledge check at the end of the course which selects random questions from a bank to provide a formal test of subject understanding. When participants reach the 80% pass mark they will receive a certificate. 


Course Material

Please note that for environmental reasons no paper version of the training material will be provided for your training. The course material can be downloaded free of charge via your portal before the start of the course (download the Client Portal User’s Guide here). You will be able to view it on the screen of your mobile device or print it if necessary. If your registration has been made by a training manager of your company please contact him/her so that he/she can give you access to it or send it to you.