AWB: Award in Bancassurance (non-UK) - Revision Course

One full-day or 2 half-days

This workshop provides knowledge and understanding of the financial planning process within a professional business environment and the core financial and life assurance products suitable to a client's needs.

The workshop is most suitable for Relationship Managers and investment advisers specifically but not limited to Banking environment, where they might be offering Insurance products through a Bank. 

This online revision course is designed to help you feel more prepared for your exam.

The content will cover the key areas of the syllabus and areas likely to be tested. There will also be a focus on exam style questions with clear debriefs to aid understanding. 

Summary

Dates: Optional

Timings: 09:30-16:30 (UK)

 Duration: One full-day or 2 half-days

 No of attendees: 7-16

 Format: Online - Virtual delivery

 CPD: Designed to support your study and preparation for your CII qualification

Trainer: Your trainer is highly experienced and qualified in the subject matter, and as importantly, in how to deliver an effective and productive online interactive training session, ensuring all candidates are fully engaged and maximise the learning experience. 

Course Overview

This course covers:

• The main elements of the financial services and insurance industry
• The main insurance products
• Savings and investment products
• Retirement planning products
• What constitutes good and ethical client practice 

We will cover the majority of the unit learning outcomes during the course and focus on areas of most importance in the exam.

The content will cover key areas of the syllabus and areas likely to be tested for the exam. There will also be focus on exam style questions with clear debriefs to aid understanding.

Course Objectives

At the end of this workshop delegates will be able to understand the following:

• Know the main elements of the financial services and insurance industry as it relates to the bancassurance sector.
• Understand the main insurance products
• Understand savings and investment products
• Understand retirement planning products
• Understand the importance of the client fact find and how to identify client needs
• Understand what constitutes good and ethical client practice 

Who should attend?

Delegates who are working or intending to work in the general insurance or the financial planning sector specifically within a banking set up. 

Corporate Solutions

As part of our commitment to advancing professional standards within the sector, the CII offers a comprehensive suite of training and development solutions. These are designed to provide a structured, collaborative approach to skills enhancement, fully aligned with our internationally recognised Professional Map.  We offer workshops covering exam revision, technical training and business and leadership topics. 

Whether you're looking to upskill employees, support career progression, or drive business success, our bespoke training solutions can elevate and future proof the competencies required across your workforce. 

A full list of courses can be viewed in our 2025 Training Catalogue.

Corporate (in-house) request

To book this workshop for your company as an in-house training session for between 7-16 Delegates, on a date that's convenient for you, please register your interest here:

Register your interest in our other courses

To register your interest for any of our other courses, or to suggest a course that is not listed, please complete the form below:

To book in-house training for your company, you must have a CII Corporate Account.

To register for this workshop or to request further information, please contact us at: business.enquiries@cii.co.uk 

Please note our workshops are priced using British Pound Sterling (GBP). The final purchase cost will be processed using the relevant international currency conversion rate at the point of sale. Contact us for further information.

Your booking will only be confirmed, once you receive a booking confirmation email from the training team.

Please ensure you refer to our terms and conditions before booking on to any of our training workshops. By booking on to this workshop, you are agreeing to our terms and conditions and for your information to be shared with our training provider.