Your basket is now empty
- Format Preference: {{prod.Format}}
- Language: {{prod.Language}}
- Edition: {{prod.Edition}}
- Enrolment Preference: {{prod.EnrolmentType}}

Unit information
In this unit we cover the nature of the financial services industry (including the emergence of bancassurance); the main insurance, savings, investment and retirement products available; the financial planning process and ethical behaviour.
Bancassurance advisers (people working in banks advising clients on insurance products) must be in a position to consider the suitability of insurance products against the other financial services products available to meet customers’ financial planning needs. To do this, they must have strong product knowledge and an understanding of the needs that the products are designed to address. Importantly, they need to be able to identify and understand their clients’ needs in order that appropriate products can be recommended to meet those needs (and reviewed regularly in future for their ongoing suitability). The adviser’s relationship with their client should be underpinned by ethical conduct and professionalism throughout.
Building a successful career in personal finance
The Award in Bancassurance (non-UK) is suitable for anyone working outside the UK in the insurance and financial services sector, irrespective of educational background or experience. Particularly, Financial Advisers and Insurance Agents working in the Banking sector and operating in either a regulated or non-regulated environment. This unit can only be awarded to non-UK residents.
This single unit award may also count towards the Certificate in Insurance and Financial Services (non-UK).
Learning outcomes
At the end of this unit, candidates will be able to demonstrate knowledge and understanding of:
Assessment
Format: {{prod.Format}}
Edition: {{prod.Edition}}
These updates are Learning Solutions updates for study purposes.
2025-26 edition
Testing position
The AWB Examination Guide for exams from 1 May 2016 to 30 April 2017 was first published in April 2016. Any questions which have been amended since the examination guide was first published will appear below.