Foundation in Life Underwriting

Public Short Course

HRD Training Prog No 10001377329
Date & Time 16 – 17 June 2025, 9.00 a.m. – 5.00 p.m.
Registration Deadline 26 May 2025 
Learning Format In-Person Training 

Overview

In this course, we’ll discuss the concept of Life Underwriting and the roles, responsibilities, and steps involved in the underwriting process. We’ll also discuss how to apply what you’ve learned into practice.

At the end of the programme, participants should be able to:

  • Understand the concept of Life Underwriting
  • Understand aims of the underwriter, short term and long term
  • Understand the factors involved in Risks selection
  • Identify type or source of documents to shape the final underwriting decision
  • Identify what’s sub-standard/standard or medical and non-medical cases
  • Understand on process flow, from date of accepting proposal form until date of final decision making
  • Application of theories and concepts learned into practices based on case scenarios

Recommended For

  • Employees with less than 2 years insurance experience

Foundation in Life Underwriting

For Inquiries

Sales

+603 2712 8882

Programme Structure

Day 1
  • Introduction to Basic Life Underwriting
  • Who is the underwriting personnel?
  • What is their authority and approaches?
  • The Principle of Risks Selection
  • The Tools of Underwriting
Day 2
  • The Classification of Underwriting
  • The Underwriting Process
  • Case Study 1
  • Case Study 2

Dates

16/06/2025

Classroom

17/06/2025

Fees

Aii Member Early Bird

Register before 26 May 2024

Single: RM 880 | USD 205

Non-Member Early Bird

Register before 26 May 2024

Single: RM 980 | USD 230

 

Aii Member Normal Fee

Single: RM 980 | USD 230

Group of 3: RM 830 | USD 195

Non Member Normal Fee

Single: RM 1,080 | USD 250

Group of 3: RM 930 | USD218

*Fees inclusive of 8% SST (Malaysia Sales and Service Tax)

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 the insurance industry for over 25 years. He has held various positions including as Manager of Underwriting, Branch Head and Head of Operations and Customers Service. A graduate of Bachelor of Science (Honours) and Master in Financial Planning, Elwin 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 also serves as Treasurer of the Malaysia Financial Planners & Advisers Association.

Elwin is a certified trainer for The Malaysian Insurance Institute, RFP program and CFP program. He conducts regular training in technical insurance for The Malaysian Insurance Institute (MII) and various other institutions in financial planning for professional examination.

Edwin is a Chartered Financial Consultant (ChFC), a Certified Financial Planner (CFP), Registered Financial Planner (RFP) and Shariah Registered Financial Planner (Shariah RFP).