Bancassurance and Insurance Distribution
Selling insurance through a bank puts advice duties onto staff whose training is in banking. This course covers distributing insurance products properly and meeting the conduct obligations that attach.
Course outline
What this programme covers, module by module.
- 01Insurance distributed through banking channels
- 02The main products and what each actually covers
- 03Needs assessment before recommendation
- 04Advice, suitability and the duties that attach
- 05Disclosure: commission, exclusions and limitations
- 06Claims support and managing customer expectations
- 07Conduct risk, mis selling and its consequences
What you will gain
- Explain the main insurance products sold through banks
- Assess customer needs before recommending cover
- Meet advice and suitability obligations
- Disclose commission, exclusions and limitations
- Handle claims support and customer expectations
- Manage conduct risk in insurance distribution
Who should attend
- Bank staff selling insurance products
- Bancassurance managers
- Compliance officers covering distribution
- Branch and relationship staff
Upcoming sessions
| Date | City | Duration | Fees | Book |
|---|---|---|---|---|
| 27 to 29 Oct 2026 | London | 3 Days | US$1,500 | |
| 23 to 25 Nov 2026 | Dubai | 3 Days | US$1,500 | |
| 11 to 13 Jan 2027 | Pretoria | 3 Days | R13,000 | |
| 1 to 3 Feb 2027 | Cape Town | 3 Days | R13,000 | |
| 5 to 7 Apr 2027 | Johannesburg | 3 Days | R13,000 | |
| 14 to 16 Jun 2027 | London | 3 Days | US$1,500 |
Fees are per delegate and exclude VAT. Public intakes are confirmed once minimum numbers are met. We also deliver this course on your own schedule, in-house or live online.
Enquire about this course
Register your team or ask for a tailored in-house quote. We reply within one working day.
WhatsApp usCourse brochure (PDF)- Fees from
- R13,000 per delegate
- Duration
- 3 Days
- Field
- Banking & Financial Services
- Formats
- In-house, public, online
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