"> Award in Bancassurance | Africa Risk Institute

Award in Bancassurance

  • by ari
  • Course level: Beginner

About Course

This qualification is an important first step in developing your career in bancassurance. It provides an introduction to bancassurance and its core financial, life assurance and insurance products. It also introduces you to how to identify clients needs, the importance of the client fact find and ethical behaviour.


Africa’s growing bancassurance market demands qualified professionals to guide clients through the insurance process. Strong products knowledge of insurance products against the other financial service products is therefore paramount to be able to meet clients’ financial needs.

The CISI (Chartered Institute for Securities and Investments) has launched this qualification in Africa in partnership with CII (Chartered Insurance Institute) as part of the Chartered Body Alliance.

Exam Details

  • Multiple Choice Questions
  • 75 questions in 2 Hours
  • 70% pass mark
  • Computer based testing with instant
  • Exams are done at Computer Pride, ICEA Building, Kenyatta Avenue.
  • Test Centre open Monday to Friday

Customized Training Solution

We understand that most participants for this program are busy professionals and have therefore developed a flexible training model that includes a tutor-guided on line support complementing face to face classroom training. We then take our students through regular quizzes and automated Mock examinations that mimics the real examination.


The training structure will be 4 weeks including a 3 Day block sessions. The block sessions will be done during week 4 a

To ensure that employees internalize the training for purposes of effective application in their workplace and passing the exam, there will be regular quizzes and Mock exams to prepare for the final exam.

Deliver Comprehensive Organization-wide Training

Our experienced staff will work closely with you to deliver the training and manage the training project.


 i. Individual Cost for Award in Bancassurance

 Training Fees @ Kshs 80,000 per module 80,000.00 (PLUS VAT where applicable)

 ii. Payment to CISI

CISI Registration                     £16.00

CISI Exam and study material         £120.00


There is no CISI registration fee if you have previously sat for a CISI exam.

In House Costs can be discussed depending on the number of staff. Minimum for In House is 10 employees.

What Will I Learn?

  • Globally-recognised qualification - awarded by the Chartered Insurance Institute, delivered in partnership with the CISI in Africa
  • Prepare for a career in bancassurance or insurance - this qualification provides an overview of the sector and will help kick start your career
  • Available to all - there are no entry requirements
  • A fast and affordable recognition - requiring only 60 study hours, the qualification can be achieved in a short time frame and successful completion will demonstrate your
  • commitment to your profession
  • Access to higher level qualifications - successful candidates can build on this qualification and progress to high level
  • qualifications
  • Free CISI Student membership - become associated with a globally recognised. Chartered professional body. Join over 45,000 members globally and take advantage of an
  • extensive range of benefits on offer

Topics for this course


Financial services and insurance and the bancassurance sector

The main insurance products

Savings and investment products

Retirement planning products

The importance of the client fact find and how to identify client needs

What constitutes good and ethical client practice

About the instructors

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Material Includes

  • After successfully completing this qualification, you are eligible to join the CISI at Affiliate level. As a member of the Institute, you will enjoy the recognition of being a professional in a world of increasing competition. The extensive continuing professional development (CPD) opportunities available through the CISI’s suite of membership benefits ensures financial services practitioners can maintain competence and meet the requirements of firms and the regulator.
  • CISI membership enables you to develop your career, increase your competence and maintain the highest standards of professional integrity. Our programme of free professional benefits assists you to keep up to date with the financial services sector.
  • To further your theoretical and practical knowledge higher level CISI qualifications can be taken. Visit cisi.org/qualifications for your next steps or for other CII qualifications please see cii.co.uk.


  • Professional training - 60 hours of study is required for this exam.
  • Exam duration: 2 hours
  • A PDF workbook and e-learning practice questions
  • Enrollment to our e-learning platform
  • Quizzes and mock exams

Target Audience

  • School leavers- This qualification is a perfect entry point for school leavers or those just beginning their career who wish to persue a career in bancassurance
  • Bancassurance/ Insurance/ Financial Advisers - If you are already a financial adviser or an insurance agent wanting to get a basic bancassurance knowledge, this qualification can lead to further areas of study or practice in this area.
  • Firms - Firms wishing to increase their staff knowledge in this area could also use this qualification in induction materials.