Insurance Training.
In the insurance industry, compliance training plays a vital role in ensuring that firms and their staff meet regulatory obligations and treat customers fairly at every stage of the customer journey.
The FCA requires firms to act honestly, fairly, and professionally in the best interests of their clients. This is particularly critical when assisting customers with claims, where clarity, transparency, and empathy are essential — and where poor handling can lead to customer harm, reputational damage, or regulatory intervention. Staff must be trained not only to follow procedures but to understand the underlying conduct standards that shape their responsibilities.
Course overview
Choose from a range of flexible and accessible financial crime training courses, all delivered through our dedicated compliance Learning Management System (LMS).
Easily track progress, monitor assessment results and automate reminders, ensuring clear compliance and measurable outcomes for your organisation.
Course structure
Assisting Customers with Claims
Duration: 30 mins
- Understand how important the insurance market is in the UK
- Describe which claims activities are regulated by the FCA and why
- List the procedures that must be followed to make sure that insurance claims are processed in line with the FCA’s regulations
Basic Insurance Principles
Duration: 30 mins
- Understand the participants in the insurance market
- Understand insurance risk and how it is assessed
- Describe the categories of insurance
- Describe the principles of insurance
Financial Promotions relating to Insurance
Duration: 45 mins
- Define what is meant by a financial promotion
- Identify when you need to be aware of the rules relating to financial promotions
- Apply the rules to your own job
- Understand the financial promotion requirements outlined in the FCA Handbook Insurance: Conduct of Business Sourcebook (ICOBS) section
Insurance: Conduct of Business Sourcebook
Duration: 30 mins
- Understand the most important features of the ICOBS
- Understand how these features apply to your role and the role of others in the industry
