Sales
HRD Training Prog No 10001368379 Date & Time 10 & 11 March 2025
9.00 a.m. – 5.00 p.m. Registration Deadline 6 March 2025 Learning Format In-Person Training
Overview
At the end of the programme, participants should be able to recognize the insurance companies’ environment, describe the roles and functions of the various departments in a typical life insurance and takaful company, identify various distribution channel used for marketing life insurance & describe professionalism through ethics, education and career planning.
Recommended For
New entrants in the insurance companies / takaful operators, Existing staff who would like to explore their horizon in other departments for job rotation purposes & existing staff who would like to further develop their understanding in the respective departments.
Programme Structure
Day 1
• Life Insurance – History and Evolution
• Life Insurance companies and their environments
• Organisational Structure of Life insurance companies
• Principles of organisation
• Stakeholders / Levels and Functions of Management
• Responsibilities and business process of each departments
Day 2
• Functions of Each Departments Individual
» Risk Management / Legal Compliance
» Human Resources / Information and Technology
» Finance / Treasury Operations / Investment
» Audit / Actuarial/ Product Development
» Marketing / Product Distribution
» Underwriting
» Policy Serving / Customer
• Service/ Conservation
» Claims
» Branch Operations
• Distribution Channel
» Agents
» Telemarketing
» Bancassurance
» Brokers
» Corporate Agency
• Life Insurance agency profession
• Professionalism in insurance – Ethical behavior
• The new Financial Services Act
• Continuing education and career planning
Fees
Early bird (register before 24 February 2025)
Member Single – RM980 / USD230
Non-Member Single – RM1,080 / USD250
Normal Fees (closing on 6 March 2025)
Member Single – RM1,080 / USD250
Non-Member Single – RM1,180 / USD272
Member Group of 3 – RM930 / USD218
Non-Member Group of 3 – RM1,030 / USD240
Meet The Expert
ELWIN LAU
B.Sc (Hons) (UK), MFP(Aust), ANZIIF (Senior Assoc), ChFC, CFP, RFP and Shariah RFP
Elwin has been actively involved in insurance industry for more than twenty five years. He has held various positions as Manager of Underwriting, Branch Head and Head of Operations and Customers Service. He has a Bachelor of Science (Honours) and possesses a Master in Financial Planning. He is also a Senior Associate of The Australian Insurance Institute and New Zealand Institute of Insurance and Finance (ANZIIF).
He currently provides financial planning consultancy to both individual and business owners in the financial services industry. He serves as Treasurer of the Malaysia Financial Planners & Advisers Association. He also conducts regular training in technical insurance with Malaysian Insurance Institute and various institutions in financial planning for professional examination. He is a certified trainer to Malaysian Insurance Institute, RFP program in addition to CFP program.
Elwin is a Chartered Financial Consultant (ChFC), a Certified Financial Planner (CFP), Registered Financial Planner (RFP) and Shariah Registered Financial Planner (Shariah RFP).