Baro Alto Training Services
Developing a portfolio in compliance with applicable regulations
- Prospecting, marketing and negotiating in an appropriate way for the clientele concerned;
- Processing customer data with a view to adapting an offer;
- Develop your knowledge of the rules applicable to collecting, updating, managing and using customer data.
Discover the other modules
Understanding the insurance distribution business and environment and how it can vary depending on the position you hold
Develop your knowledge of the rules governing insurance product distribution
Customer relations from A to Z
Setting up prevention and compliance measures
Adapting to organisational and technological changes
Property and liability insurance
Professional skills specific to certain methods of distribution
Develop your knowledge of the procedures imposed by the Autorité de Contrôle Prudentiel et de Résolution (French Prudential supervisory and dispute resolution authority) in terms of auditing and penalties or the internal control procedures implemented within a company
Develop an affinity portfolio in compliance with applicable regulations
Liability of corporate officers and entities
