The objective of this course is to furnish you with a comprehensive understanding of key stakeholders and participants in the financial services sector, along with an exploration of the regulatory framework governing this domain. Emphasis will be placed on developing your comprehension of the legislative landscape affecting long-term insurance products and the associated tax considerations. This knowledge is crucial for evaluating diverse product and benefit alternatives, enabling you to offer well-informed advice to clients regarding long-term insurance products.

Furthermore, the course aims to impart foundational knowledge and insight into the characteristics, terms, and features of products within the long-term insurance category. This includes an examination of typical fee structures, charges, and other cost-related risks inherent in the investment, purchase, or transaction of such products. Additionally, participants will gain core knowledge regarding economic and environmental factors, as well as risks influencing investments.

The curriculum extends to providing a fundamental grasp of the underlying asset classes (investment instruments) integral to constructing investment portfolios for long-term investment policies, retail pension benefits, pension fund benefits, collective investment schemes, and hedge funds.

This understanding becomes pivotal when evaluating investment alternatives, making informed decisions on underlying assets within portfolios, and delivering adept advice to clients on various investment products.

Finally, the course will equip you with an appreciation of personal financial planning and insight into typical financial needs of clients, thereby rounding out your proficiency in the multifaceted landscape of the financial services sector.