Insurance

CPD problems for insurance advisers

Monday 23rd of December 2013

Whether you are an RFA or an AFA you have an obligation under the law to be competent to offer the advice you do.

Let’s assume you were 100% competent on January 1, 2013. All was well.

Now consider all the changes that happened during the year – there were at least 28 life and personal lines insurance products affected by changes. Some providers updated documents for every product...

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