Introduction to Life Insurance Training Workshop

Two half-days

1 & 2 October 2025 - 09.30-12.30 (UK)

This two half-day introductory workshop will aim to develop a knowledge and understanding of the main policies in the long-term insurance industry and how they relate to client scenarios. 

Public course booking form

Members: £189pp
Non-members: £249pp

To book this workshop for yourself or up to 7 Delegates, please complete the below form:

Corporate (In-house) training

To book this workshop for your company as a corporate, in-house training session for between 8-16 Delegates, on a date that's convenient for you, please complete the below form to register your interest:

Summary

Dates: 1 & 2 October 2025

Timings: 09:30 - 12:30 (UK)

 Duration: Two half-days

 No of attendees: 12-16

 Format: Online - Interactive virtual delivery

 CPD: Recognised 

Trainer: Sue Cox

Price: £189 Member / £249 Non-Members

Workshop Overview

The workshop takes a practical and thought-provoking look at:

• Long-term insurance market.
• Regulation.
• Distribution.
• Customer needs.
• Scope of cover.
• Types of products and their use.
• Underwriting and risk assessment.
• Claims administration.

What will I achieve by attending the workshop? 

By the end of the workshop, participants will be able to:

• Term assurance
• Level, Decreasing, Increasing, Convertible, Renewable, Reviewable, Family income Benefit
• Whole of Life
• Non-profit, With profit
• Endowments
• Non-profit, with profit, unit linked
• Income Protection
• Critical illness
• Underwriting
• How underwriting differs between policies

Who should attend?

Insurance staff, from brokers or other
intermediaries, through to those involved in
underwriting, claims, insurance programme
design or placement, risk managers, sales or
administration.

Corporate Solutions

We are able to offer training specifically for your company as a corporate (in-house) training session, for a set fee.

We can support your business with off-the-shelf courses for those studying our financial services units, our insurance units or those looking to develop their knowledge in a wide variety of technical and leadership areas. A full list of courses can be viewed in our 2025 Corporate Training Catalogue.

Please speak with your Relationship Manager who can explore your learning needs further or contact: business.enquiries@cii.co.uk

Public course booking form

Corporate (In-house) training

Interested in other courses?

For enquiries about this workshop, please email to: business.enquiries@cii.co.uk

Please note: The price of the workshop is based on British Pound Sterling. The purchase price will be processed using the relevant international currency conversion rate at the point of sale. Contact us for further information.

CII workshops are sold on a first come first serve basis, and therefore availability may change, depending on the number of bookings received. Once a workshop becomes full, the above date will no longer be available, and new dates will be published.

We reserve the right to postpone the above workshop dates, subject to a minimum number of bookings received. Your booking will only be confirmed, once payment has been processed and you receive a booking confirmation email from the training team.

Can't attend on this date? Register your interest in other training workshops and future dates.

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.