The legal, technical and tax basic principles of branch 21 (life)
| Members | €700 |
| Non-members | €835 |
| BZB | €700 |
| CPD Hours | General |
|---|---|
| Bank | 15h |
| Insurances | 15h |
- For those who wish to go beyond the basics
- Learn in a group, in a motivating and targeted way
- Deepen your knowledge and obtain recognized continuing professional development hours
An education with impact
The objective of this training is to be able to determine, understand and apply the legal and technical bases of branch 21 life insurance and its tax aspects under the third pillar.
This training is for
The training is primarily intended for persons:
- Who perform a regulated function, those who hold a regulated position in the distribution of life insurance, in particular the persons
- in contact with the public who wish to broaden their basic knowledge and, if necessary, wish to prepare for the specialized exam 3.1 - Life insurance in general;
- exempted from examination by their diploma;
- who have obtained a certificate of knowledge in life insurance to refresh and deepen the knowledge acquired.
- Who exercise a function other than insurance distribution and wish to become acquainted with the insurance business, without having to take any exams.
Step by step through the training process
This training is composed of E-learning (distance learning) and a traditional classroom training. You must complete the distance learning course, in the form of a syllabus (pdf), before attending the classroom session. The classroom session focuses on practical exercises and lectures illustrated with concrete examples through a presentation.
CONTENT
- Part 1: Place of branch 21 within the different types of life insurance
- Branch 21 compared with other life insurance branches
- Classification according to the nature of the covered event
- Supplementary insurance policies of branch 21
- The pension pillars and the financing of pensions by means of branch 21 life insurance
- Part 2: The legal principles
- Definition of a life insurance policy and nature of the benefit
- Rights and obligations of the persons involved in the insurance
- The beneficial entitlement
- Part 3: The technical principles of branch 21
- The premium
- The actuarial reserve and the purchase value
- Profit-sharing
- Exclusions and acceptance by the insure
- Part 4: The fiscal aspects of branch 21 under the 3rd pillar
- Tax treatment of the premiums
- Tax treatment of the benefits
PRACTICAL INFORMATION
- Duration: E-learning (9 hours) + 1 day training (6 hours training)
- Hours classroom training : 09:00 to 17:00
- Location: Febelfin Academy, Phoenix building - Koning Albert II-laan 19 1210 Brussels
- Number of pages syllabus : +- 64 pages
- Preparation: Participants are invited to study the textbook on the topics covered in the course in order to better follow the classroom training. The study of the manual (syllabus) is necessary to pass the online test. The interactive session is designed to support the knowledge acquired in the E-learning.
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CPD hours: Each module includes an online test consisting of multiple-choice questions. CPD hours will only be granted if you pass the test. You are entitled to 2 attempts to pass the test. If you do not pass (result lower than 60%), CPD hours will not be granted for this (sub)module. We therefore recommend that you take the test only when you are sure you master the subject matter.
Rates and benefits
| Members | €700 |
| Non-members | €835 |
| BZB | €700 |
* Are you entitled to compensation or subsidies?
* Price: service provided as part of continuing vocational training, VAT exempt
Our guidance throughout the learning process
You follow a ‘Classroom training’ face-to-face in a group. You, the other participants and the teacher are all present in the same classroom at an agreed time. There is an opportunity for interaction and feedback, both from the participants to the teacher and vice versa. The teaching material consists as a basis of a presentation via the MyFA learning platform, supplemented with various other items (such as digital syllabus, presentation, audiovisual fragments, etc.).
Type of training: Hybrid
During our hybrid trainings, we combine self-study (E-learning) with an interactive session (classroom training or live webinar). During the interactive session, the focus is on practising the material and working with real-life cases.
Course material:
- Syllabus
- Training platform
- Powerpoint
| Members | €700 |
| Non-members | €835 |
| BZB | €700 |
| CPD Hours | General |
|---|---|
| Bank | 15h |
| Insurances | 15h |
- For those who wish to go beyond the basics
- Learn in a group, in a motivating and targeted way
- Deepen your knowledge and obtain recognized continuing professional development hours