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I10 - Insurance Broking Fundamentals

Before We Get Started

Welcome! (0:39)
I10 - Introduction (0:49)
Learning Outcome Mindmaps
Unit Structure (0:46)
Save The Date
I10 2024 Updates (3:37)
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Chapter 1

Introduction (0:19)
The Need for Insurance Brokers (4:42)
Types of Insurance Broker (1:50)
Transacting Business at Lloyd’s and Segmentation (3:29)
Subscription Market (1:13)
Services Offered, Remuneration and Broking roles (4:36)
Test your knowledge - Chapter 1
Chapter 1 - Round Up (2:41)
Checklist
Chapter 1 - Audio Only

Chapter 2

Introduction (0:20)
Provision of Products and Services (1:44)
Negotiation and Placement (3:22)
Selection of an Insurer (2:54)
Design and Operation of Insurance Programmes (2:00)
Claims Processes and Insurance Fraud (1:21)
Test your knowledge - Chapter 2
Checklist
Chapter 2 - Round Up (2:13)
Chapter 2 - Audio Only

Chapter 3

Introduction (0:12)
Risk Management and Alternative Risk Transfer (ART) (3:21)
Managing General Agents (MGAs) (0:52)
Delegated Authority Agreements (3:01)
Test your knowledge - Chapter 3
Checklist
Chapter 3 - Round Up (1:44)
Chapter 3 - Audio Only

Chapter 4

Introduction (0:11)
Duties Within Agency and Conflicts of Interest (2:35)
TOBAs (2:07)
Test your knowledge - Chapter 4
Checklist
Chapter 4 - Round Up (1:33)
Chapter 4 - Audio Only

Chapter 5

Introduction (0:19)
The Financial Conduct Authority (2:34)
SM&CR (3:14)
The Handbooks (3:40)
Financial Crime (3:21)
Data Protection (2:40)
Consumer Duty (3:32)
Test your knowledge - Chapter 5
Checklist
Chapter 5 - Round Up (3:03)
Chapter 5 - Audio Only

Chapter 6

Introduction (0:14)
Monies Held by an Insurance Broker (1:44)
IDD (1:35)
Retaining Clients and Finding New Business (1:33)
Test your knowledge - Chapter 6
Checklist
Chapter 6 - Round Up (2:15)
Chapter 6 - Audio Only

Chapter 7

Introduction (0:08)
Good Conduct and Culture (2:22)
Complaints (3:41)
Errors and Omissions (E&Os) and Mis-selling (1:52)
Test your knowledge - Chapter 7
Checklist
Chapter 7 - Round Up (2:26)
Chapter 7 - Audio Only
The FOS- an update (1:02)

Additional Support

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Accelerate your Revision (47:54)
Accelerate your Revision - Audio Only
ACII- Completing your diploma (8:09)
ACII- Completing your diploma - Audio Only
Principles for Business
Data Protection
Money Laundering
Taking Your Exam – What you Need to Know
I10 - What you need to know (55:53)
CII Practice Exam Paper - Based on the 2022 syllabus examined from 1 January 2022 until 31 December 2022
CII Practice Exam Paper - Based on the 2023 syllabus examined from 1 January 2023 until 31 December 2023
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