PORTFOLIO SERVICES

  • AINS 24 – General Insurance for ...

    The AINS designation features a comprehensive knowledge of insurance principles, practices, policies, and coverages.

    Read More
  • Non-Life Insurance

    This course will provide an introduction to the basic concepts and principles of Insurance and the features of basic non -life products.

    Read More
  • Insurance 101

    This course will help delegates in understanding the principles upon which insurance is founded, the nature of risk, the structure of the market and its various players, how a policy is constructed and the main types of insurance.

    Read More
  • Retirement Planning Lifecycle

    The workshop seeks to address a number of issues that delegates face while interacting with potential clients who would like to save for their retirement.

    Read More
  • Retirement Management Business A...

    Retirement Management Business Acumen ‘RMBA’ is an ‘Investment’ philosophy driven training program which delivers long lasting conceptual and contextual knowledge about financial markets and retirement services in particular.

    Read More
  • Steps to Build Financial Wealth

    This course will help in understanding the role of a financial adviser when it comes to their clients’ financial futures.

    Read More