The Protection Toolkit - QFA CPD Bootcamp Week

Event Details

Free


Date and Time

Mon, 16 May 2022

12:00 - 13:00


Location

Online via Zoom- Zoom link will be available in IOB Learn

Event Details

Free


Date and Time

Mon, 16 May 2022

12:00 - 13:00


Location

Online via Zoom- Zoom link will be available in IOB Learn

Event details
+

This event will be the first of five for our Bootcamp week of QFA CPD! Stay tuned, more details to follow soon.

Protection is one of the main business for the insurance practitioner but can often lead to a lot of misunderstandings, between the main differences in policy types and the correct recommendations for the client.

This session will provide an in-depth look at all of the main types of protection products and a guide to the different types of cover that is often provided. Case study examples will be used to bring to life underwriting considerations, the CPC Code, Inheritance Tax ( including Life of another and co-habiting couples) and Insurance Law Cases also.

The event will be held over Zoom. Please ensure you have access to Zoom in advance of the event taking place. Zoom is available on all PCs, laptops, tablets and Apple or Android devices.

The link to join the event will only be available in IOB Learn

The registration for the event will close once we reach capacity

There is 1 CPD hour available for the following designations

QFA Life Assurance

LCI

Marcello Pietrocola LL.M. FCII CDPO LCOI CIP RPA QFA ALIA

Director – Mentone Insurances Ltd. Chartered Insurance Broker

Marcello Pietrocola has over 33 years’ experience in the insurance industry, in the areas of financial planning, pensions and general insurance business, as founder and Director of Mentone Insurances Ltd.

He is a Chartered Insurance Broker, a Fellow of the Chartered Insurance Institute, Certified Insurance Practitioner, Retirement Planning and a Qualified Financial Advisor, Licentiate of the Compliance Institute, Certified Data Protection Officer and in addition, a member of the Society of Underwriting Professionals of the Chartered Insurance Institute.

Marcello holds a Master’s degree in Employment Law in Practice, and co-authored legal journals published in 2021 in the Commercial Law Practitioner, by Thomson Reuters (Professional) Ireland.

Marcello Pietrocola LL.M.  FCII CDPO  LCOI CIP RPA QFA ALIA