R 415


Refresher: Long Term Insurance



CPD Accreditation detail:

Professional Body: IOBSA

CPD hour allocation: CPD Hours (online learning): 6 CPD hours    

CPD registration number: IOB119

Learners will gain enough knowledge and understanding of specific long-term insurance policies to render financial services adequately.


The course will provide learners with enough knowledge to determine the appropriateness of a product in terms of the client’s specific needs. 

The following subclasses will be covered in this course: 

  • Roles, Responsibilities & Parties to a Long-Term Insurance Contract
  • Long Term Insurance Risk Policies
  • Long Term Insurance Investment Policies
  • Life investment policies
  • Other Long-Term Insurance Concepts
  • Case Studies

Who should register?

Representatives who render advice and intermediary services in this class of business and Key Individuals who manage and oversee financial advisors in this class of business.


The changes to the Long-Term Insurance product categories and definitions came as a result of the Insurance Act which was recently implemented. This requires everyone who advises clients on long-term insurance products to be updated on these changes.