Learning Objectives:
- Explain how a financial statement is prepared
- Know how to read a financial statement
- Use financial statement as a sales idea/ tool to sell Corporate Insurance
- Identify the types of corporate risk that can be extracted from a financial statement
- Design and develop total solutions for their clients with regards to financial planning and business insurance
Course Outline:
- Introduction to Financial Statement
- The different segments in a Financial Statement
- The purpose of each segment
- Reading and understanding the Financial Statement
- Interpretation of the Financial Statement
- Memorandum and articles of Association
- Types of corporate risks
- Corporate insurance opportunities from Financial Statement
- Identifying potential prospects
- Prospecting track
- Practical case study on how to sell insurance through Financial Statement
- Compliance and administration requirement
LIA CPD Hour: 12 hours (50% Knowledge, 50% Skills)