Director s Foreword 3. Short and Management Training Programme 5. 2014 Training Calendar for Short and Management Courses 6



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Director s Foreword 3 Introduction 4 Short and Management Training Programme 5 2014 Training Calendar for Short and Management Courses 6 Foundation Course in Insurance 7 Bancassurance 8 Fundamentals of Reinsurance 9 Management of Motor Underwriting and Claims 10 P05 (Insurance Law) Revision Workshop 11 P92 (Insurance Business and Finance) Revision Workshop 12 Programme on Liability Insurance 13 Political Risks and Credit Insurance 14 Trustees Trustee Development Program Kenya 15 Fundamentals of Micro Insurance 16 Foundation Course in Life Assurance 17 Foundation Course in Insurance 18 Customer Relationship Management 19 Personal Lines Insurance 20 Pre-Retirement Training 21 Agriculture Insurance 22 Claims Handling Fundamentals 23 Managing Underwriting Portfolio 24 Health Insurance Management 25 Prevention of Insurance Fraud (General Insurance) 27 High Impact Management and Business Communication Skills 28 Fundamentals of Takaful 39 Risk Based Underwriting 30 Motor and Comesa Yellow Card 31

Pension Administration and Management 32 Comprehensive Technical Programme in General Insurance (General Insurance) 33 Principles and Practice of Insurance Investigations 34 Insurance Brokers Development Course 35 P05 (Insurance Law) Revision Workshop 36 Principles & Practise of Loss Adjusting 37 P92 (Insurance Business & Finance) Revision Workshop 38 Effective Claims Management 39 Risk Management and PML 40 Insurance Regulatory Accounts and Returns Seminar 41 Management of Reinsurance Portfolio 42 Foundation Course in Insurance 43 International Marine Seminar 44 Regular Courses Certificate of Proficiency (COP) in Insurance 45 Craft Course in Insurance (CCI) 47 Diploma in Insurance 49 Diploma in Insurance (DIPCII) 52 ACII Advanced Diploma In Insurance 54 Application Computer Packages 56 Student Application and Registration Form 57

Forward from the Director /CEO It is our pleasure to introduce the 2014 Prospectus showing Short and Management Programmes and Professional Courses that the College of Insurance will be offering during the year. Since its inception in 1990, the College of Insurance Nairobi has been dedicated to professional excellence in insurance training within the COMESA region. The training programme for the year 2014 has been modified significantly to respond to the ever changing needs of the insurance industry and emerging trends. In order to refocus its efforts in the new Strategic Plan (2013 2017) period, the College changed its vision and mission statements to accommodate the growing demand for quality, multiple professional programmes. The new vision and mission are: Vision: To be a global centre of excellence in the provision of education and training. Mission: To advance knowledge, research, skills and nurture talent in a multicultural learning environment to produce first class professionals who contribute effectively and ethically to the global economy. In line with the above vision, the College has undertaken numerous initiatives towards becoming a global center of excellence. We have signed Memorandum of understanding with Global University of Malaysia INCIEF to offer takaful courses in insurance and Moi University to provide and administer academic and professional programmes and examinations in insurance and related courses for their students undertaking courses in, Actuarial Science, Statistics and Computer Science in its School of Biological and Physical Sciences and other disciplines in other Schools as may be agreed upon from time to time. These coupled with the recent accreditation of our courses, puts us on course towards becoming a degree awarding institution. Consultation with various stakeholders in the industry was done and their views taken into account in designing these programmes. New courses have been designed consolidating gains made in the past courses that have proved popular for capacity building of personnel required to enhance prudent underwriting and sound management in the insurance industry. Among the new programmes designed are Insurance Design and Development, Data Management and Statistical Analysis for Insurance Business, Managing and Underwriting Portfolio, Advanced Risk Management e.t.c. In addition to the scheduled programmes, the College offers customized courses intended to address specific training needs of identified clients (individuals or organizations). For trainers, we welcome you to discuss with us the training needs of your staff in order to come up or recommend the programmes that will satisfy their needs. We are confident you will partner with us in this area of training and look forward to welcoming you at the College of Insurance. Ben Kajwang Director/CEO 3

Introduction Location The College of Insurance is located in the South C area of Nairobi adjacent to the Nairobi National park. It is about six kilometers from the city centre. It is easily accessible through the Bellevue exit of Mombasa Road as one heads into the city centre. Vision To be a global centre of excellence in the provision of education and training. Mission To advance knowledge, research, skills and nurture talent in a multicultural learning environment to produce first class professionals who contribute effectively and ethically to the global economy. Core Values Academic Freedom Excellence Professionalism Innovation Participation Empowerment Training Programmes In order to achieve its objectives the College offers: - Short and management courses Professional courses in insurance and information technology. Customized in house training programmes locally and in neighbouring countries. The College also organizes seminars and discussion forums on topical issues in the Insurance industry. Such seminars are normally announced in the press from time to time. 4

Short & Management Training Programme The broad aim of short and management courses is to improve efficiency in the insurance industry by equipping participants with technical knowledge and skills about current and emerging products occasioned by competition and changing customer needs. The following should be noted under this programme: a) All nominations together with the course fees should reach the College at least seven (7) days prior to the course commencement date. b) The course fee is designed to reflect the duration and seniority of a course. The fee includes the cost of meals, transport, tuition and course materials. c) Should a nominee be unable to attend a substitute may attend the same course on his/her place at no extra charge. d) The College is registered with the Directorate of Industrial Training. Firms contributing to the levy are eligible for refund of course fees paid. e) Fees for non-kenyan participants have an additional loading of 20% as they do not benefit from the local insurance training levy. f) Participants will receive a certificate of attendance on successful completion of each course. g) All payments should be made by a Bankers Cheque to College of Insurance. This should be done prior to the commencement of the course. 5

2014 Training Calendar for Short and Management Courses NO. NAME OF COURSE DATES COST 1 Foundation course in insurance 17th 28th February 52,500 2 Bancassurance 05th - 07th March 25,500 3 Fundamentals of reinsurance 17th 19th March 22,500 4 Management of Motor Underwriting & Claims 24th 26th March 25,500 5 P05 (Insurance Law) revision workshop 01st 02nd April 3,000 6 P92 (Insurance Business & Finance) revision workshop 03rd 04th April 3,000 7 Liability Insurance Course 09th 11th April 25,500 8 Political Risks & Credit Insurance 24th 25th April 17,500 9 Fundamentals of Micro Insurance 28th 29th April 17,500 10 Foundation course in life insurance 05th 9th May 27,500 11 Foundation course in insurance 12th 23rd May 52,500 12 Customer Relationship Management 14th 16th May 25,500 13 Personal lines insurances 20th 23rd May 34,000 14 Pre-retirement training 21st 23rd May 25,500 15 Agriculture Insurance 26th 28th May 25,500 16 Claims Handling Fundamentals 09th 11th June 22,500 17 Managing Underwriting Portfolio 16th 18th June 27,500 18 Health Insurance Management 23rd 27th June 42,500 19 Prevention of Insurance Fraud 07th 11th July 42,500 20 High Impact Management & Communication skills 16th 18th July 25,500 21 Fundamentals of Takaful 21st 25th July 42,500 22 Risk Based Underwriting 04th 08th August 47,500 23 Motor Insurance & COMESA Yellow Card 13th 15th August 25,500 24 Pension Administration & Management 25th 29th August 42,500 25 Comprehensive Technical Course in General Insurance 08th 12th September 47,500 26 Principles & Practice of Insurance Investigations 11th 12th September 15,000 27 Insurance Brokers development course 18th 19th September 15,000 28 Principles & Practice of Loss Adjusting 22nd 24th September 25,500 29 Strategic Marketing of Insurance Products & Services 29th Sept. 01st Oct. 25,500 30 P05 (Insurance Law) revision workshop 30th Sept. 01st Oct. 3,000 31 P92 (Insurance Business & Finance) revision workshop 02nd 03rd October 3,000 32 Effective Claims Management 06th 10th October 42,500 33 Underwriting of Energy Risks 16th 17th October 20,000 34 Risk Management & PML 27th 30th October 47,500 35 Insurance Regulatory Accounts & Returns Seminar 4th 07th November 35,000 36 Management of Reinsurance Portfolio 12th 14th November 25,500 37 Foundation course in insurance 17th 28th November 52,500 38 International Marine Seminar 01st 05th December 55,000 6

Course No: C201301 17th 28th Feb 2014 Foundation Course in Insurance Objective To provide participants with basic and essential knowledge and understanding of the principles and practice of insurance. Course Contents Risk Management definition of risk, risk identification, analysis and control Functions and Historical development of general insurance business. Fundamental principles of general insurance insurable interest, utmost good faith, indemnity, subrogation, contribution and proximate cause. The law of contract The law of agency Classes of general insurance Underwriting Reinsurance Need for reinsurances, reinsurance programming, methods of reinsurance, and the reinsurance market. General insurance claims handling/administration Management and marketing Time and stress management Marketing general insurance business TARGET GROUP New staff in the insurance industry who have had no experience or a few years experience in the practice of general insurance business Staff for whom job rotation is planned. Staff who may be transferred from head office to a branch where they are to handle and coordinate different operations. Staff with growth potential who have not had the opportunity of undertaking self study for professional examinations. Staff working in support departments such as accounts audit and marketing etc. and have not been exposed to basic principles and practice of general insurance. Staff in non-insurance organization but handling insurance matters. Two weeks Ksh 52,500.00 per participant 7

Course No: C201302 5th 7th March 2014 Bancassurance Objective To provide participants with essential knowledge and understanding of the concept of bancassurance and how it operates. To learn the basics of banking and insurance and their inter-relation. To understand the legislative and regulatory framework. To acquire the skills for selling bancassurance products. To acquire the skill to analyse customer s financial position. Course Contents Origin and scope and scope of bancassurance Bancassurance models Bancassurance regulation and compliance Bancassurance business strategy Bancassurance products Distribution Channels in bancassurance Challenges and future of bancassurance TARGET GROUP Middle level officers. Offices for who job rotation is planned. Officers who have recently joined the insurance industry. Officers in non-insurance, organization handling insurance and related matters. Three Days KShs 25,500.00 per participant. 8

Course No: C201303 17th 19th March 2014 Fundamentals of Reinsurance This is a three day intensive course gives delegates a thorough foundation knowledge of reinsurance and explains in detail the different types of reinsurance, and the key principles of programme design. This course can be followed by the Intermediate reinsurance course which will extend delegates technical knowledge in this area of business. Objective To gain an intensive insight into non-marine reinsurance To interact and have practical sessions with market professionals Course Contents A detailed explanation and practical understanding of: facultative reinsurance treaty reinsurance proportional reinsurance non-proportional reinsurance Reinsurance programming. TARGET GROUP Anyone who works in direct insurance or reinsurance who needs a clear understanding of reinsurance. Anyone looking to progress into this area. 3 days Kshs. 25,500.00 per participant. 9

Course No: C201304 24th 26th March 2014 Management of Motor Underwriting & Claims Background Motor Insurance Portfolio is an important premium source for all insurers. It constitutes nearly 48% of Insurers total GDPI. It is also the single largest contributor to the underwriting losses of the insurers. Insurers have limited control over Third Party liability whereas Own Damage segment can be made more profitable with proper underwriting and claims management. In the light of the possible de-tariffing of a sound understanding of the underwriting Risk factors by the executives / intermediaries of General Insurance Companies assumes greater importance. Objective To acquire a better understanding of underwriting of Motor Insurance. To appreciate the fast developments in the automobile sector in regard to high tech Vehicles Impact of Spare parts cost on high tech maintenance & repairs. To critically analyse the scope of insurance covers in the light of Risk factors measurable or not so measurable like road conditions, traffic management, drivers experience and attitudes. To have a clear understanding of Motor Vehicle Insurance Act. Contents Anatomy of Motor Vehicles Risk management through Underwriting & Claims settlements in Motor insurance Pricing in a de-tariff market Study of new generation of vehicles and cost of spare Parts & cost of repairs Motor Vehicle Third Party Act and its implication Role of Surveyors / In-house Surveyors / Investigators Frauds in Motor Insurance & Role of Additional Dispute Resolution Mechanism Visit to Workshop / Vehicle Manufacturing Plant Impact of Third Party Claims in Own Damage losses Impact of Consumer Protection Act and the role of IRA TARGET GROUP Executives handling motor portfolio and operating officers of General Insurance Companies underwriting both Public Service & Private. 3 days Kshs. 25,500.00 per participant. 10

Course No: C201305 1st 2nd April 2014 P05 (Insurance Law) Revision Workshop Course outline and Objectives The P05 Insurance Law exam is a compulsory paper for all those studying for the CII Diploma in Insurance. For many candidates, the P05 syllabus contains much that is unfamiliar, technical and challenging. The material dealing with the interpretation of financial ratios and accounts, in particular, can often deter the most dedicated student. If you are sitting the P05 exam in October, this practical workshop can give you the extra support and focus required to succeed in this unit and keep your progress to the diploma on track. Led by a qualified and highly experienced tutor you will be able to clarify problem areas, practice questions with constructive feedback and review past papers. Class size is restricted to ensure all candidates receive individual support and attention. How you will benefit Develop a structured approach to revision Break up the study material into more accessible and digestible segments De-mystify the financial complexities Brush up on exam techniques Learn how to answer the questions in the way the examiner is looking for Practice past questions and receive feedback Clarify and validate your understanding with a qualified technical expert At the end of the course you will have both a greater knowledge and understanding of the subject matter and be more confident and better equipped in your exam technique. TARGET GROUP This workshop will offer practical help and valuable support for anyone planning to take the P05 exam as part of the CII Diploma in Insurance in October 2014. 2 days Kshs. 3,000.00 per participant. 11

Course No: C201305 3rd 4th April 2014 P92 (Insurance Business & Finance) Revision Workshop Course outline and Objectives The P92 Insurance Business and Finance exam is a compulsory paper for all those studying for the CII Diploma in Insurance. For many candidates, the P92 syllabus contains much that is unfamiliar, technical and challenging. The material dealing with the interpretation of financial ratios and accounts, in particular, can often deter the most dedicated student. If you are sitting the P92 exam in October, this practical workshop can give you the extra support and focus required to succeed in this unit and keep your progress to the diploma on track. Led by a qualified and highly experienced tutor you will be able to clarify problem areas, practice questions with constructive feedback and review past papers. Class size is restricted to ensure all candidates receive individual support and attention. How you will benefit Develop a structured approach to revision Break up the study material into more accessible and digestible segments De-mystify the financial complexities Brush up on exam techniques Learn how to answer the questions in the way the examiner is looking for Practice past questions and receive feedback Clarify and validate your understanding with a qualified technical expert At the end of the course you will have both a greater knowledge and understanding of the subject matter and be more confident and better equipped in your exam technique. TARGET GROUP This workshop will offer practical help and valuable support for anyone planning to take the P92 exam as part of the CII Diploma in Insurance in October 2014. s. 2 days Kshs.3,000.00 per participant. 12

Course No: C201304 9th 11th April 2014 Programme on Liability Insurance Background The concept of risk management for prevention of economic waste is a joint endeavor of insured, insurers, government bodies (local and international) and public at large. A proper understanding of emerging liability scenario and the risk involved need to be better understood by all the concerned with an objective of managing these liability risk in a better manner and the insurance industry need to be more responsive to the customers need for such liability coverages. Objective With increasing globalization of Kenyan industry and rapid industrial development, high growth in IT sector, the market force has high growth potential for liability risk insurance. The programme aims to help the participants To understand the risk in Liability Insurance in Kenya To analyse the reasons for adverse claims experience in the world Liability Insurance Market & Lessons for Kenyan Insurance Industry Emerging trends in Kenyan Liability Insurance market and techniques to manage the risk To discuss the different products available in Kenyan market and world market To discuss the growing risk potential because of increase in environmental activism in Kenya. Course Contents Future prospects of liability insurances in Kenya Overview of industrial and non-industrial liability coverages in Kenyan market Cyber risk in digital world Essentials of legal liability, tort liability and other legal issues in third party claims Commercial and industrial sector liabilities, like public liability, product liability, Director and Officers liability Error and omission liability insurance for software industry Liability exposure during construction phase of engineering projects, including aviation and maritime liabilities New trends in liability insurance with specific reference to product liability and recall Liability coverages for media companies Intellectual property rights and liability Clinical trials liability, a new avenue for pharmaceutical industry Nuclear liability risk awareness and control TARGET GROUP Insurance Executives handling property and engineering risk in Insurance Companies, Broking houses, Industrial firms, Financial Institutions. 3 days Kshs. 25,500.00 per participant. 13

Course No: C201305 24th 25th April 2014 Political Risks and Credit Insurance Background Trade credit risk insurance is an insurance policy and a risk management product offered by private insurance companies and governmental export credit agencies to business entities wishing to protect their accounts receivable from loss due to credit risks, such as protracted default, insolvency, bankruptcy, etc. This insurance product, commonly referred to as trade credit insurance, is a type of property and casualty insurance and should not be confused with such products as credit life or credit disability insurance, which the insured obtains to protect against the risk of loss of income needed to pay debts. Trade credit insurance can also include a component of political risk insurance, which is offered by the same insurers to insure the risk of non payment by foreign buyers due to the actions or inactions of the buyer s government. This leads to the major role that trade credit insurance plays in facilitating domestic and international trade Course Contents 1. Trade Credit Insurance- what is it -especially in the present economic environment, its covers and who needs it? 2. Present economic environment- problems, now and future? 3. Who should look at buying it? 4. What is trade credit insurance (TCI)? 5. What does it cover? - insuring clauses, general terms and conditions? 6. What factors/information required to obtain indications? 7. Types of TCI policies 8. Claims and their management? 9. What next for the TCI market and for corporates/banks globally and especially Asia? 10. Conclusion TARGET GROUP Underwriting and claims staff, brokers, insurance department staff in other organiations 2 days Kshs.17,500.00 per participant. 14

TDPK C201306 5 th - 9 th May 2014 12 th - 16 th May 2014 19 th - 23 rd May 2014 26 th - 30 th May 2014 9 th - 13 th June 2014 16 th - 20 th June 2014 7 th - 11 th July 2014 14 th - 18 th July 2014 21 st - 25 th July 2014 4 th - 8 th August 2014 11 th - 15 th August 2014 18 th - 22 nd August 2014 25 th - 29 th August 2014 8 th - 12 th September 2014 15 th - 19 th September 2014 22 nd - 26 th September 2014 13 th - 17 th October 2014 27 th - 31 st October 2014 3 rd - 7 th November 2014 10 th - 14 th November 2014 17 th - 21 st November 2014 24 th - 28 th November 2014 1 st - 5 th December 2014 15 th - 19 th December 2014 Background The Retirement Benefits Authority Practice Note Number RBA/2 which required at least one trustee per registered retirement benefits scheme to undergo TDPK has been replaced by RBA Prudential Guideline Number RBA 001/2013 which requires all retirement benefits scheme trustees and directors of trust corporations to successfully undergo TDPK by 31 December 2014. As such, Trustees and Sponsors of retirement benefits schemes and other industry stakeholders are invited to make bookings for participation in this Programme during 2014 as per the dates above. Objectives Understand basic concepts of registered pension plans, their funding and management; Governance issues that the trustees should embrace in order to provide the required leadership; Legislation that regulate various pensions schemes; Funding of various pensions schemes and their respective pensions benefits; Investment mechanisms of the pensions funds; and General management of a pension fund. Course Contents Module I Retirement Scheme Fundamentals Module II Trustees and the Law Module III Trustees & Governance Module IV Retirement Scheme Investing & Funding Module V Contracts and Sourcing Module VI Administration and Oversight Target Groups This program targets fund trustees in retirement Benefits schemes. 5 days Kshs. 60,000.00 per participant. 15

Course No: C201215 28th 29th April 2014 Fundamentals of Micro Insurance Course Content Overview of the Principles of Insurance - Insurable Interest - Utmost Good Faith - Proximate Cause - Indemnity - Contribution - Subrogation Role of Insurance in Socio-economic development - Brief history of insurance - Need for insurance - Risk and Insurance - Characteristics of Insurable Risks - Function and Role of Insurance State of the Insurance Market - In Kenya - Worldwide - Insurance penetration and density - Need for micro-insurance - History/Early attempts Industrial life Assurance Distribution of Insurance - Direct - Intermediated agents, brokers, supermarkets, banks - Advantages/disadvantages of Direct Distribution - Advantages/disadvantages of Using Intermediary Characteristics of Micro insurance products - Suitable products for micro-insurance - Role of Government and Legislation Life Assurance - Individual Life products, funeral expenses - Health - Personal Accident Agriculture Insurance - Crop single peril/multi peril, single crop/multi-crop, all risks insurance - Livestock cattle, aquaculture Social Insurances - Characteristics of social insurances/difference with commercial insurance - Purpose - NSSF - NHIF Role of Micro-insurance in the growth of insurance - Benefits - Challenges - Case Study of micro-insurance success Kenya Target Groups Unit Managers, Marketers, Brokers and other staff in insurance companies 2 days Kshs.17,500.00 per participant. 16

Course No: C201311 4th 9th May 2014 Foundation Course in Life Assurance Course This course will provide an overview of the development of the life assurance market necessary to understand current practice. It will provide an insight into the key issues facing the market today and into the future. It provides an overview of key components of life assurance. The programme is presented in an informal style with delegate participation encouraged via group discussion. Objectives The course is designed to build up appropriate knowledge, technical skills and attitudes of participants on procedural and practical aspects of life assurance. Participants will have a unique experience of mingling with officers form different organizations in Kenya, and other countries hence exchange ideas and discussions. Course Contents Historical development of life assurance. Roles and function of life assurance Basic principles of life assurance; utmost good faith, insurable interest, modified indemnity. Law of contract Law of Agency Actuarial principles New Business Underwriting TARGET GROUP Middle level officers of a life office Offices for who job rotation is planned. Officers who have recently joined the insurance industry. Officers in non-insurance, organization handling insurance and related matters. 1 days Kshs. 27,500.00 per participant. 17

Course No: C201301 12th 23rd May 2014 Foundation Course in Insurance Objective To provide participants with basic and essential knowledge and understanding of the principles and practice of insurance. Course Contents Risk Management definition of risk, risk identification, analysis and control Functions and Historical development of general insurance business. Fundamental principles of general insurance insurable interest, utmost good faith, indemnity, subrogation, contribution and proximate cause. The law of contract The law of agency Classes of general insurance Underwriting Reinsurance Need for reinsurances, reinsurance programming, methods of reinsurance, and the reinsurance market. General insurance claims handling/administration Management and marketing Time management /Team building Marketing general insurance business. TARGET GROUP New staff in the insurance industry who have had no experience or a few years experience in the practice of general insurance business Staff for whom job rotation is planned. Staff who may be transferred from head office to a branch where they are to handle and coordinate different operations. Staff with growth potential who have not had the opportunity of undertaking self study for professional examinations. Staff working in support departments such as accounts audit and marketing etc. and have not been exposed to basic principles and practice of general insurance. Staff in non-insurance organization but handling insurance matters. Two week Ksh 52,500.00 per participant. 18

Course No: C201307 14th 16th May 2014 Customer Relationship Management Background In a competitive environment, acquiring a new customer is costlier than retaining an existing one. With competition becoming intense, customer loyalty has assumed utmost importance. With this objective of increasing of customer loyalty, the role played by the personnel of the organisation is critical. It is therefore, imperative to manage the relationships with the people within the organisation who, in turn, will play a critical role in building strong relationship with the external customers and help build their loyalty. Objective At the end of the programme, the participants would be able to Understand the current market environment and its implications Understand the ERM & CRM Concepts, principles and methods as well as their importance in customer loyalty retention. Acquire skills required for developing individuals and teams in the organizations. Effect customer education and involvement Course Contents Service Differentiation as Business Philosophy Thinking Differently Basic Concepts of Service Quality Management Industry Analysis and Competitor Intelligence Bench Marking of services Quality Assessment tool-six Sigma and Customer Sensitivity Leadership for total quality management Concepts of ERM & CRM Customer Orientation in the Life Insurance Industry Knowledge Management in the Organisation Managing customer complaints and dissatisfaction grievance redressal International Insurance Practice Case Studies and Group Work Business Ethics Implication of R.I. Act TARGET GROUP Officers in the cadre of Administrative Officers and Asst. Divisional Managers of Life Insurance Corporation of Kenya and their equivalent from other life insurance companies 3 Days KES 25,500.00 19

Course No: C201307 20th 23rd May 2014 Personal Lines Insurance Background The penetration of Retail General Insurance Products in the Kenyan Insurance Market is poised to grow with pricing for corporate covers bottoming out. Although the estimated market potential is quite high with increasing affluence in middle class and its high propensity to save. The low penetration of insurance products necessitates a thorough re-look into the way these products are currently marketed. It requires approaching the issue in an integrated manner, considering Marketing, Distribution, Technical and Regulatory issues together for individual segment. The programme is designed to take an integrated view of the issues involves in order to augment the market share of retail business in the insurance sector. Objective This programme aims to enable the participants to: Appreciate the concept and significance of Retail & Personal lines Insurance in the emerging scenario and have knowledge of products and Distribution Channels of Retail Insurance Ascertain utility of Market Research in Retail and personal lines Insurance Understand the importance of Communication and Customer Relationship in Retail Insurance Prepare initiatives in Retail Insurance Course Contents Retail Insurance: Concepts and Issues Market Segmentation and Product Range Business Process Improvement and Retail/ Personal Insurance Regulatory Environment Customer Relationship Management Importance of Market Research Pricing of Retail Insurance Products Process of Retail & Personal Product Development Internet and E-commerce in retail and Individual sector Customer Satisfaction in Retail Insurance TARGET GROUP Officers of General Insurance Companies engaged in marketing, development and customer service at various levels. 4 days Kshs.34,000.00 per participant. 20

Course No: C201307 21st 23rd May 2014 Pre-Retirement Training Background Pre-retirement seminar is organized to help you to identify solutions matching to your needs by making available information of a more general nature designed to facilitate your transition to the new phase of your life and make the most of your retirement. The workshop is designed to help employees plan and prepare for their retirement. Objective At the end of the programme, the participants will be able to: Plan the transition to retirement Understand various administrative formalities related to retirement Prepare their day-to-day life after leaving the Organization Plan their finances Look after their health Understand their precise provision Course Contents Problems and opportunities in retirement Implications of retirement Planning for retirement Personal budgeting and management of finances Financial planning options Review of pension in light of current laws TARGET GROUP Any person paying pension. 3 Days KES 25,500.00 21

Course No: C201308 26th 28th May 2014 Agriculture Insurance Background This program is intended to develop the human capacity of insurance companies and its related agencies to model and underwrite appropriate and competitive risks for the various agricultural sectors that will lead to an increased uptake of agricultural insurance products within the African Sub-Sahara region. Objective To provide participants with fundamental knowledge and understanding of the principles and practice of insurance; Gain an understanding of the historical development of Agricultural Insurance; Gain knowledge of the risks in Agriculture and crop insurance Design considerations; Understand the role played by various agencies in agricultural insurance schemes; Understand the shape and direction of agriculture insurance market. Learn about innovative distribution practices to lower your costs and increase outreach; Comprehend the role of regulation and supervision in reacting, enabling and facilitating the development of Crop and Agriculture Course Contents Module 1 Fundamentals of Agriculture Insurance Role and Importance of Agriculture History and overview of Agriculture Insurance Risks in Agriculture Insurance Weather, climate and agriculture Customer Care Module 2 Practice of Agriculture Insurance Crop Insurance Livestock Insurance Poultry Insurance Bloodstock Insurance Challenges associated with agriculture insurance Target Group Insurance underwriting staff; Credit analyst in the banking sector; Loss adjusters; Brokers/ Agents; Marketing staff; and Agricultural extension officers. 3 Days KES 25,500.00 22

Course No: C201334 9th 11th June 2014 Claims Handling Fundamentals Background Claim Departments in Kenyan insurance companies generally focus on Claims Handling which is the claims process with emphasis upon claim review, investigation and negotiation. This excludes emphasis upon the monitoring and lowering of claims costs. Claims Management includes both the aspects besides Customer Satisfaction and Customer Care contributing to retention of business and enhancing brand image and reputation of the company. This programme is designed to deal with the subject in this new perspective to cover the entire gamut of Claims Management its strategic role, cost-monitoring role, service aspect, redressal and customer satisfaction.. Objectives Identify the activities in the claims handling process. Understand application of the principles of insurance in the claims handling process. Understand the role of service providers in claims handling. Be able to handle claims arising out of the different classes of insurance. Understand regulation governing claims. Have the ability to effectively handle claim. Understand the role of customer relationship in managing claims. Course Contents Application of principles of insurance. The claims handling procedures. Determination of liability in claims and the skills required. Determining the extent of indemnity and evaluation. Importance and use of claims information. Third party claims. Effective negotiation and settlement of claims. Role and importance of service providers. Role of customer care in claims handling. TARGET GROUP Executives handling Technical Departments and Officers in-charge of operating offices of General Insurance Companies New staff working in claims department having no experience. Staff working in the branch offices Staff working in brokerage firms handling claims. Staff working in other departs i.e. underwriting, reinsurance and finance wite no exposure on claims handling processes. Customer service officers 3 Days KES 25,000.00 23

Course No: C201321 16th 18th June 2014 Managing Underwriting Portfolio Course This course recognises the fundamental difference between the skills required to manage a portfolio of insurance risks and those required to underwrite individual policies. Techniques to monitor both price changes and absolute price levels are explored, as are ways of developing strategies to refocus an ailing portfolio. Systems to monitor changes are also explored. Case studies are used extensively throughout. Benefits Develop the financial and statistical skills necessary for the management of an insurance portfolio Understand the product life cycle as applied to insurance Identify non-performing segments within a portfolio Build strategies to refocus an ailing insurance portfolio Develop a view of a portfolio as a whole, rather than a case-specific perspective Receive a CD-ROM containing notes and fully working tools Course Contents Skill requirements for portfolio management Measuring portfolio performance Price monitoring Segmenting an insurance portfolio Refocusing an ailing portfolio Target Group Anyone with responsibility for an underwriting portfolio, or who is being developed for such a position. 3 Days KES 27,500.00 24

Course No: C201310 27th 23rd 27th June 2014 Health Insurance Management Background Health insurance is expected to occupy major share in the portfolio of General Insurance companies. As the countries enter into the era of liberalisation, health insurance will have a critical role to play in supplementing public health expenditure and enabling the benefits of advancements on health care technology to reach wider section of population. The field is rapidly evolving with new products and systems of financing health care. Health Insurance is critical to us and can become a sizeable portfolio in the coming years considering our population of over 1 billion. Objectives This programme aims: To provide participants with an overview of Health Insurance Systems around the globe To help participants examine the issues of morbidity and risk selection. To bring into focus an actuarial point of view of Health insurance To assist the participants in a study of various medical insurance products available for aborigines & Foreign travellers etc. To introduce the concept of Managed Health Care To introduce reinsurance concepts for covering high end risk Developing & designing new Health Insurance products for various segments like sr citizens, younger generation, AIDs victims, Specified disease covers Niche marketing for high end consumers, for rural consumers and those exposed to occupational health hazards Course Contents Insurance and health care - interface Morbidity risk and its treatment, Rating and selection for morbidity Actuarial Application of Health Insurance, Long-term care insurance, dreaded diseases cover New Health Insurance Products in international markets Managed Health Care, AAR & Resolution Health Health Insurance for poor (Health & Micro Insurance) Medical Underwriting & Claims settlement Analysis of claims data & reduction of losses, Role of TPAs AIDS Major Health Hazard Channelizing Health Insurance Marketing in Kenya Overseas Health Insurance Products & their Management Develop professional manner to handle customer objections smoothly Deliver sales promises for customer trust and retention 25

Course No: C201310 27th 23rd 27th June 2014 (cont) Health Insurance Management (Cont) TARGET GROUP Executives in health insurance companies who are involved in development, pricing, underwriting and marketing of health insurance products, Health providers, TPAs, Academicians, Researchers, Consultants & Broking Firms. 5 days Kshs. 42,500.00 per participant. 26

Course No: C201313 7th 11th July 2014 Prevention of Insurance Fraud (General Insurance) Background It is generally accepted that at least 10-15% of all claims paid by General Insurance Industry are afflicted by fraud. Employing the best practices in the control and deterrence of Insurance Frauds, one can definitely reduce the exposure of this menace and can favorably impact the profitability of the companies. This programme is designed to deal with all the regulatory and preventive aspects of insurance frauds in an integrated way to counter Insurance Fraud. Objectives This programme aims to enable the participants to Deal with technical, legal, social aspects of frauds Identifying the areas of concern in respective portfolios of Non-Life insurance To understand the modern and advanced techniques available in countering Insurance Fraud To draw action plans to counter insurance fraud To inculcate ethical values of work place Course Contents How to counter Insurance Fraud Role of Forensic Science in Insurance Fraud Insurance Fraud and various legal Regulations Money Laundering in Insurance Transfer Pricing, Insider trading, Misuse of double taxation avoidance agreement Intelligence and Investigating tools & techniques in insurance Frauds Principles of Insurance & analysis of Claims Processing Procedure and Insurance Fraud Internal audit & vigilance role in dealing with fraudulent claims Ethical values work place Insurance Fraud case studies in - Property Maritime Motor Insurance Healthcare Cyber / IT Frauds Miscellaneous and Rural insurance frauds TARGET GROUP Staff involved in underwriting and claims management / Bank 5 days Kshs. 42,000.00 per participant. 27

Course No: C201323 16th 18th July 2014 High Impact Management & Business Communication Skills Course Objectives To impart essential knowledge and understanding of the general principles of management. To enable the participant maximize the potential of their management skills. To develop appreciation of effective business communication skills in an organisation. Course Contents Introduction General Functions of Management Financial Management and Information Systems Leadership & Motivation Groups in Organizations Effective Time Management Staffing Effective Communication Managing Conflict Customer Service The Promotional Mix Emerging/Topical Issues TARGET GROUP Officers in the cadre of Administrative Officers and Asst. Divisional Managers of Life Insurance Corporation of Kenya and their equivalent from other life insurance companies 3 days Kshs.25,500.00 per participant. 28

Course No: C201316 21st 25th July 2014 Fundamentals of Takaful Objectives To understand Islamic insurance, To be able to manage Takaful related products and services. To offer comprehensive knowledge that prepares candidates to build skills, Competencies and experience as they work within the Islamic Insurance industry Course Contents Basics of Takaful Operations of Takaful The concept of risks Risk management Insurable risks Concept of insurance Function of insurance Islamic perspective of insurance and Takaful Legal aspects of conventional Insurance Comparison between conventional and Islamic insurance Main elements of difference Al- Gharar, Al Riba, Al- Maisir Types of Takaful contracts The Role of Syar iah supervisory board The conduct of Takaful business The Kenyan Market Practice Conventional Products Takaful Products An illustration of relationship chain in Takaful business operation Environment in comparison to conventional operations Target Group Personnel in insurance companies, banks and brokers and agents 5 Days KES 42,500.00 29

Course No: C201312 4th 8th Aug 2014 Risk Based Underwriting Background Insurance Business can succeed by proper access to and use of authentic detailed underwriting and claims data. This is a prerequisite to successful move to freedom in market. Kenyan market should compile / share sufficient and detailed data required for actuarial analysis and pricing. Rating based on limited data could mean a repeat of the 1994 marine experience. The communication and negotiation skills for service and efficiency will have a prominent role in new environment. Underwriting, an individual company s prerogative; can be used as a tool for marketing and profitability of operations. Objectives This programme aims to enable the participants to: Acquaint with underwriting knowledge in specific lines Fire, Marine, Engineering, Motor (auto), Miscellaneous Liability, Health. Understand relevance of actuarial practices for sound and prudent underwriting Impact of changing scenario in on Reinsurance build up Acquire an integrated view of underwriting and related insurance operations Course Contents Actuarial Application in Non-Life Insurance Pricing of Products and new riders Identification of data needs, collection of data; Analysis & Valuation Risk Inspection as a tool for greater understanding of risk Evaluating risk: Hazard & Hazop Analysis Evaluation of Proposals, Reporting of risk to the company Training Underwriter: Classes of Risks for internal lines Identification of rating factors for every subclass Rating of risk and determining the terms and conditions of cover quoting rates Internal audit of underwriting policy & philosophy Reinsurance as a tool for better underwriting IT Requirements in prudent underwriting Methods for Data Compilation Centralised data warehouse, data extraction & analysis Participant Profile Underwriters, Compliance Officers, Officers In charge of Claims Dept., Officers of IT Dept., Officers of Underwriting Audit Department and such other officers 5 days Kshs. 47,500.00 per participant. 30

Course No: C201311 13th 15th Aug 2014 Motor and Comesa Yellow Card Objective The learners should understand the source of legal liability in Motor Insurance. To expose participants to the various categories / types of Motor Insurances. To link Motor Insurance practice to the economic benefit. To develop appreciation of the working of the COMESA Yellow card Scheme. Course Contents General Liability The motor Insurance policy Motor Fleet Management Motor trade Management Specialist Motor Insurance Cover General Claims Handling Other aspects of motor insurance The COMESA yellow Card. Reinsurance as applied Target Group Staff in Logistics, Transport Managers, officers in shipping line and clearing and forwarding; Motor claims managers and supervisors. 3 Days KES 25,500.00 31

Course No: C201322 25th 29th Aug 2014 Pension Administration and Management Background overview of Kenya pension schemes This unit will provide a basic knowledge of the different types of pensions available in the Kenya, and therefore the background knowledge required to work within the pensions profession. It covers: The aspects used to differentiate between the types of pension provision available The structure of occupational pension schemes Alternatives to occupational pension schemes General interactions between the state pension scheme and the alternatives Funding and benefit structures of different Kenyan pension schemes The role and impact of RBA legislation on contributions and benefits relating to occupational pension schemes The bodies involved in advising, administering, governing, regulating and protecting Kenyan pension schemes Annual reporting requirements relating to pension schemes in the Kenyan The impacts of non compliance with Kenyan pension scheme requirements Target Group Pension scheme administrators 5 days Kshs.42,500.00 per participant. 32

Course No: C201327 8th -12th September 2014 Comprehensive Technical Programme in General Insurance (General Insurance) Background The programme aims to help participants to apply theoretical framework to their day-to-day operations and enable a clear and better understanding and grasp of principles and practices of various classes of non-life insurance. Insurance companies can thus bring about the most important but often neglected element of professionalism in their functioning. With globalisation, every player in the market will have to think and adopt international practices. Exposure to the programme will broaden their knowledge of divergent practices prevalent in different insurance markets the world over and also widen their perspective of international markets. The programme provides participants a good opportunity to interact with professionals from different countries Objective Understanding theoretical framework of non-life insurance covers and application of the same to their day -to-day operations. Acquaint the participants with principles and practices of general insurance Enhancing underwriting skills of the various insurance classes of risks Better claims management of all the important classes of risks Provide practical exposures through industrial visits/ Port Visits/ Garage visits. Data warehousing and data mining for assessing performance and rating of the portfolio Evaluation of risk How to design and develop new products Actuarial basis of rating the product in the free markets Course Contents The Basic Principles of Insurance Fire and Business Interruption Insurance Marine Insurance Motor Insurance Engineering and Construction Insurance Visit to an engineering industry Miscellaneous Accident Insurance Practice of Reinsurance TARGET GROUP Junior Level Executives from General Insurance Companies in Kenya and abroad, Broker s, consulting firms and executives handling risk and insurance portfolio at corporate government governing undertaking and private firms. 5 days Kshs.47,500.00 per participant. 33

Content Principles of insurance and their relevance/application in investigations Areas of investigations in insurance Insurance investigations techniques Areas of fraud in insurance Report writing Customer relationship management Business Ethics Objective At the end of the programme, the participant will be able to: Be equiped with knowledge of insurance investigations. Understand and apply the principles of insurance in investigations To understand the importance of CRM in their business Aquire skills in developing investigative reports for insurers To have an understanding of areas of fraud in insurance. TARGET GROUP Those conducting investigations on behalf of insurance companies. 2 days Kshs. 15,000.00 per participant. Course No: C201304 11th 12th Sep 2014 Principles and Practice of Insurance Investigations 34

Course No: C201309 18th 19th Sep 2014 Insurance Brokers Development Course Background This course will help you develop the key competencies required to succeed in today s competitive environment through coverage of core responsibilities needed by senior broking staff. The course is delivered by leading market practitioners who share first-hand experience of the issues facing brokers today. The participative workshops will examine both theory and practice to improve your understanding of the challenges encountered in running a successful brokerage. Benefits Enhance and develop the additional skills needed for successful leadership Examine strategy and the importance of business planning Develop your leadership style in order to motivate and drive success within your team Understand financial and management accounting Discover the key elements of succession planning Sharpen and polish your sales skills and relationship management Course Contents Strategy and business planning Leadership Financial accounting Succession planning and interview skills Sales and relationship management. TARGET GROUP The programme specifically caters for mid senior managers, directors and owners who have, or aspire to, strategic management responsibility within their firm. 2 days Kshs. 15,000.00 per participant. 35

Course No: C201305 30th Sept 1st Oct 2014 P05 (Insurance Law) Revision Workshop Course outline and Objectives The P05 Insurance Law exam is a compulsory paper for all those studying for the CII Diploma in Insurance. For many candidates, the P05 syllabus contains much that is unfamiliar, technical and challenging. The material dealing with the interpretation of financial ratios and accounts, in particular, can often deter the most dedicated student. If you are sitting the P05 exam in October, this practical workshop can give you the extra support and focus required to succeed in this unit and keep your progress to the diploma on track. Led by a qualified and highly experienced tutor you will be able to clarify problem areas, practice questions with constructive feedback and review past papers. Class size is restricted to ensure all candidates receive individual support and attention. How you will benefit Develop a structured approach to revision Break up the study material into more accessible and digestible segments De-mystify the financial complexities Brush up on exam techniques Learn how to answer the questions in the way the examiner is looking for Practice past questions and receive feedback Clarify and validate your understanding with a qualified technical expert At the end of the course you will have both a greater knowledge and understanding of the subject matter and be more confident and better equipped in your exam technique. TARGET GROUP This workshop will offer practical help and valuable support for anyone planning to take the P05 exam as part of the CII Diploma in Insurance in October 2014. 3 days Kshs.3,000.00 per participant. 36

Course No: C201320 22nd 24th Sep 2014 Principles & Practise of Loss Adjusting Objective Understand the basis of loss adjusting in property insurance Enable claim handlers to adjust small claims internally Empower participants to manage claims Share experiences with the market COURSE CONTENTS Overview of the principles of insurance Features under property insurance The role of the loss adjuster Investigation Loss adjusting in fire and business interruption Claims on commercial guarantees and bonds Engineering claims Personal accident and miscellaneous claims Documentation and reports Claims and adjustment Emerging issues TARGET GROUP Loss adjusters and staff in support services 3 days Kshs.25,500.00 per participant. 37

Course No: C201305 2nd 3rd Oct 2014 P92 (Insurance Business & Finance) Revision Workshop Course outline and Objectives The P92 Insurance Business and Finance exam is a compulsory paper for all those studying for the CII Diploma in Insurance. For many candidates, the P92 syllabus contains much that is unfamiliar, technical and challenging. The material dealing with the interpretation of financial ratios and accounts, in particular, can often deter the most dedicated student. If you are sitting the P92 exam in October, this practical workshop can give you the extra support and focus required to succeed in this unit and keep your progress to the diploma on track. Led by a qualified and highly experienced tutor you will be able to clarify problem areas, practice questions with constructive feedback and review past papers. Class size is restricted to ensure all candidates receive individual support and attention. How you will benefit Develop a structured approach to revision Break up the study material into more accessible and digestible segments De-mystify the financial complexities Brush up on exam techniques Learn how to answer the questions in the way the examiner is looking for Practice past questions and receive feedback Clarify and validate your understanding with a qualified technical expert At the end of the course you will have both a greater knowledge and understanding of the subject matter and be more confident and better equipped in your exam technique. TARGET GROUP This workshop will offer practical help and valuable support for anyone planning to take the P92 exam as part of the CII Diploma in Insurance in October 2014. 2 days Kshs.3,000.00 per participant. 38

Course No: C201324 6th 10th Oct 2014 Effective Claims Management Background Claim Departments in Kenyan insurance companies generally focus on Claims Handling which is the claims process with emphasis upon claim review, investigation and negotiation. This excludes emphasis upon the monitoring and lowering of claims costs. Claims Management includes both the aspects besides Customer Satisfaction and Customer Care contributing to retention of business and enhancing brand image and reputation of the company. This programme is designed to deal with the subject in this new perspective to cover the entire gamut of Claims Management its strategic role, cost-monitoring role, service aspect, redressal and customer satisfaction. Objective This Programme aims towards enabling the participants to : Appreciate the difference between Claims Handling and Claims Management Understand intricacies of claims settlement Importance of Quality Management in Claims Management Claims estimating and reserving Handling fraudulent claims Handling claims related litigation To handle claims related complaints towards ultimate satisfaction of customer Course Contents Claims case studies Quality in Claims Management Claims Estimating and Reserving Insurance Fraud and Handling Fraudulent Claims / Money Laundering Role of IRA and Consumer Dispute Redressal Forum Customer Service Management through claims management TARGET GROUP Executives handling Technical Departments and Officers in-charge of operating offices of General Insurance Companies 5 days Ksh.42, 500.00 per participant. 39

Course No: C201318 27th 30th Oct 2014 Risk Management & PML Background The concept of Risk Management is vital area of insurance and is gaining increasing momentum in with number of companies setting up Risk Management Services. The techniques of property risk management through installation of various physical devices, identifying risk factors arising out of economic factors, social, environmental, technological and political changes, and prescribing safety standards are needed inputs for Underwriters. Property, causality & liability risk management as a continuing process at various levels will minimise / prevent losses and result in reduction in cost of insurance and will eliminate economic waste. Objective This programme aims: To provide participants with a perspective of underlying need for Risk Management. To bring out technique and channels of Risk Management. To acquaint participants with the role of intermediaries in Risk Management. To acquaint participants of various Risk management tools & Techniques. Course Contents Risk Management Process Vulnerability analysis and hazard identification Special risks factors analysis in key industries like petrochemicals, textile sectors, power plants, hazardous goods manufacturing etc. Surveyor s role in Risk management. & Inspection of risks for special rating. Insurance Pricing Risk and Actuarial Methods of Pricing firk. Risk Management in marine insurance Risk Management aspects of Liability insurance Introduction to PML Concepts & Global Trends & their role in Reinsurance Mega risks, PML concepts and Risk management process TARGET GROUP Insurance Executives handling property and engineering risk in Insurance Companies, Broking houses, Industrial firms, Financial Institutions. 5 days Ksh.47,500.00per participant. 40

Course No: C201332 4th 7th November 2014 Insurance Regulatory Accounts & Returns Seminar Objective To expose participants to the practical challenges of complying with the provisions of the Insurance Act and emerging issues in Insurance Supervision. Course Contents Regulatory role of the commissioner of insurance. Solvency, composition/structure of assets and liabilities Investments and investments returns How to match investments with liabilities Reserving Statutory returns How returns are to be prepared section 5911, 5912, life business Consistency of the returns Various returns required by the Commissioner Format of returns Penalties Review of accounting process as it relates to statutory returns Expenses (section 50) Different classes of business and their layout in Financial Statements. Lien (Deposits with CBK) Section 32 Conflict management between claims, accounts and underwriting departments of insurance companies. Emerging issues in insurance supervision Inspection Risk based solvency New accounts (IFRC) Cooperate governance Claims and complaints TARGET GROUP Underwriting/Claims Managers and their assistants, Accountants, Auditors and other Senior Staff responsible for preparing returns required under the Insurance Act. 4 days Ksh.35,000.00per participant. 41

Course No: C201330 12th 14th Nov 2014 Management of Reinsurance Portfolio Objective This course aims to provide participants with: Various mechanisms and methodologies governing the underwriting and transacting of reinsurance business. An in depth understanding of the principle and practices of reinsurance accounting. Course Contents Overview of world reinsurance market. Intermediaries. Reinsurance underwriting and rating. Various methods of reinsurance. Reinsurance programme and its intricacies. Treaty wordings. Special features of reinsurance of fire, marine, misc accident portfolios. Reinsurance accounting and recoveries. Current trends in reinsurance. TARGET GROUP Middle level management staff in reinsurance departments or other technical departments who have some exposure to reinsurance operations. 3 days Kshs.25,500.00 per participant. 42

Course No: C201334 17th 28th November 2014 Foundation Course in Insurance Objective To provide participants with basic and essential knowledge and understanding of the principles and practice of general insurance. Course Contents Risk Management definition of risk, risk identification, analysis and control Functions and Historical development of general insurance business. Fundamental principles of general insurance insurable interest, utmost good faith, indemnity, subrogation, contribution and proximate cause. The law of contract The law of agency Classes of general insurance Underwriting Reinsurance Need for reinsurances, reinsurance programming, methods of reinsurance, and the reinsurance market. General insurance claims handling/administration Management and marketing Time management /Team building Marketing general insurance business. TARGET GROUP New staff in the insurance industry who have had no experience or a few years experience in the practice of general insurance business Staff for whom job rotation is planned. Staff who may be transferred from head office to a branch where they are to handle and coordinate different operations. Staff with growth potential who have not had the opportunity of undertaking self study for professional examinations. Staff working in support departments such as accounts audit and marketing etc. and have not been exposed to basic principles and practice of general insurance. Staff in non-insurance organization but handling insurance matters This is a two-week comprehensive course in General Insurance Practice. 10 Days Kshs.55,000.00 per participant. 43

Course No: C201333 1st 5th Dec 2014 International Marine Seminar Course Contents Overview of the International Trade Historical Development of Marine Insurance Maritime Law in General, Important Sections of the Marine Insurance Act 1906 Principles of Insurance as Applicable to Marine Insurance Marine Perils, Types and forms of Cover (Institute Cargo Clauses) Types of Cargo International Commercial Terms and Contractual Documents Customs Procedures Marine Surveying Marine Cargo Claims Types of Cargo Losses General Average Claims Common Causes of Cargo Losses Marine Claims documents General Exclusions that Disqualify Insurance Claims Cargo Transportation, Loss Prevention Prevention of Maritime Insurance Fraud The Chain of Logistics The Insurance of Marine Hull Port Visit By Participants Search and Rescue Centre Vessel Management System Dock Yard Boat Ride TARGET GROUP Personnel involved In International Trade and Marine Insurance i.e., Insurance Companies/Brokers Revenue Authority Personnel Maritime Authority Personnel Shipping Lines Commercial Banks Port Staff Clearing And Forwarding Personnel Various Government Ministrie VENUE 5 days Kshs.55,000.00 (excludes Accommodation) Mombasa 44

Certificate of Proficiency (COP) in Insurance The course is designed to equip the trainee with knowledge; skills and attitudes that will enable him/her promote, sell insurance products and provide other insurance services. A graduate of this course will be able to work in either formal or self-employment. Entry Requirements A trainee entering this course should have a minimum of Kenya Certificate of Secondary Education (KCSE). Course Description Certificate of Proficiency in Insurance is designed into compulsory unit and electives units. A candidate is expected to sit for fundamentals of Insurance Practice unit and a minimum of one elective unit. Duration of the course The course takes a minimum of 8 weeks. Timings 2.00 pm 4.00 pm (Monday Thursday)or 5.30 pm 7.30 pm (Monday Thursday)or 8.30 am 4.00 pm (Saturday only) Code Unit Compulsory Unit 101 Fundamentals of Insurance Practice Elective Units 102 General Insurance Practice 103 Long Term Business 104 Principles and Practice of Motor Insurance and Assessment 105 Health Insurance FEES Tuition Fees Kshs. Application Fees 1,000 Registration 2,000 Student ID 250 Activity fees 1,000 Personal Accident 500 Tuition Fees 10,000 Examination Fees 6,000 Study Manuals (2) 1,800 Total 22,550 45

Certificate of Proficiency (COP) in Insurance (cont) NOTES TO STUDENTS Application forms should be returned to the admissions office before the commencement date. Deadline for tuition registration will be on 18th July 2014. Examination registration is renewable every calendar year at Kshs. 2,000/= Both tuition and examination fees must be in form of Bankers cheque or deposit the money in the College bank account, KCB Kipande House Branch, Account No. 1103962531, Payable to College of Insurance. Transport courtesy bus is available at Garden square at 7.30 am and 4.45 pm and tickets are purchased at the accounts office at kshs. 20/= one way. Late examinations registration attracts a 50% penalty fee on examinations fee. Refunds and cancellations of units should be done within the first 3 weeks of commencement. Students should sign a copy of the rules and regulations and students handbook 46

Craft Course in Insurance (CCI) The course is designed to equip the trainee with knowledge; skills and attitudes that will enable him/her carry out clerical duties related to insurance functions. A graduate of this course will be able to work either in formal or self-employment. To achieve this, units such as Entrepreneurship, Communication skills, Life Skills and Information Communication Technology have been included in addition to the core units. Entry Requirements a) Passed K enya Certificate of Secondary Education (KSCE) with an average grade of D plus(d+), or b) Certificate of Proficiency in Insurance, or c) Equivalent qualifications as determined by College of Insurance. Duration of the course The duration of the course is one year. Timings: Day : 8.30 am 4.00 pm Evening: 5.30 am 7.30 pm Code Unit Compulsory Unit 101 Fundamentals of Insurance Practice Elective Units 102 General Insurance Practice 103 Long Term Business 104 Principles and Practice of Motor Insurance and Assessment 105 Health Insurance Fees Module I TITLE Kshs. Registration 2,000 Application Fees 1,000 Library( per year) 3,000 Activity Fees 1,000 Personal Accident 500 Student Identity Card 250 Tuition fees 35,000 Industrial Attachment 2,000 Examination Fees 18,000 Total 62,750 47

Craft Course in Insurance (CCI) (cont) Module II TITLE Kshs. Tuition fees 26,000 Examination Fees 15,000 Total 41,000 NOTES TO STUDENTS Application forms should be returned to the admissions office before the commencement date. Deadline for tuition registration will be on 18th July 2014. Examination registration is renewable every calendar year at Kshs. 2,000/= Both tuition and examination fees must be in form of Bankers cheque or deposit the money in the College bank account, KCB Kipande House Branch, Account No. 1103962531, Payable to College of Insurance. Transport courtesy bus is available at Garden square at 7.30 am and 4.45 pm and tickets are purchased at the accounts office at kshs. 20/= one way. Late examinations registration attracts a 50% penalty fee on examinations fee. Refunds and cancellations of units should be done within the first 3 weeks of commencement. Students should sign a copy of the rules and regulations and students handbook 48

Diploma in Insurance The Diploma in insurance Course is designed to equip the trainee with knowledge, skills and attitudes that will enable him/her to manage insurance functions effectively. The technical and specialization units in the programme are designed to make the trainee acquire a wide range of skills in insurance practice. A graduate of this course will be able to work in ether formal or self- employment. The Diploma in Insurance consists of three (3) Modules on course work and a compulsory Industrial Attachment after Module II. Module III has three compulsory units and four other optional areas from which a candidate is expected to choose one. The candidate is expected to take three units from the selected option. Entry Requirements: a) KCSE Mean Grade C-(Minus) b) Passed Craft Certificate in Insurance c) Equivalent qualifications as determined by College of Insurance. Duration: 2 years Timings: Day Evening 8.30 am 4.00 pm 5.30 am 7.30 pm Module I Module II Code Units Code Unites 101 Introduction to Insurance 201 Life Assurance 102 Principles and Practice of Insurance 202 General Insurance 103 Legal Aspects of Insurance 203 Quantitative Techniques in Insurance 104 Communication 204 Entrepreneurship 105 Information Communication Technology 205 Economics 106 Financial Accounting 206 Marketing 107 Life Skills 207 Industrial Attachment Module III Units Unit Code Compulsory Units 301 Principles and Practice of Management 302 Financial Management 303 Risk Management 49

Diploma in Insurance (cont) Module III OPTION ELECTIVES Pension Option Elective 305 Retirement Benefits Practice, Law and Taxation 306 Financial Aspects of Retirement Funds 307 Retirement Benefits Fund Management Life Assurance Option Elective 308 Life Assurance Practice and Administration 309 Financial Aspects Life Business 310 Life Assurance Underwriting and Claims General insurance option A elective General insurance option B elective 311 Fire Insurance Underwriting and Claims 316 Marine Insurance 312 Motor Insurance Underwriting and Claims 317 Aviation Insurance 313 Liability Insurance 318 Insurance Braking 314 Business Interruption Insurance 319 Re-insurance and its Applications 315 Engineering and Construction Insurance 320 Health Insurance 321 Agriculture Insurance Fees Module I Item Kshs. Application Fees 1,000 Registration 2,000 Library( per year) 3,000 Activity Fees 1,000 Personal Accident 500 Student Identity Card 250 Text Books (101) 1,500 Tuition fees 54,000 Examination Fees 24,000 Total 87,250 Module II Tuition fees 54,000 Industrial Attachment 2,000 Examination Fees 30,000 Total 86,000 50

Diploma in Insurance (cont) Module III Tuition fees 72,000 Examination Fees 36,000 Total 108,000 NOTES TO STUDENTS Application forms should be returned to the admissions office before the commencement date. Deadline for tuition registration will be on 18th July 2014. Examination registration is renewable every calendar year at Kshs. 2,000/= Both tuition and examination fees must be in form of Bankers cheque or deposit the money in the College bank account, KCB Kipande House Branch, Account No. 1103962531, Payable to College of Insurance. Transport courtesy bus is available at Garden square at 7.30 am and 4.45 pm and tickets are purchased at the accounts office at kshs. 20/= one way. Insurance Institute of Kenya (IIK) Membership fee is payable to all Diploma Students at their offices at the College. Late examinations registration attracts a 50% penalty fee on examinations fee. Refunds and cancellations of units should be done within the first 3 weeks of commencement. Students should sign a copy of the rules and regulations and students handbook 51

Commencement January and July Diploma in Insurance (DIPCII) Duration: One Year Entry requirement: C Plain or must be 21 years and above Classes are offered to students who wish to pursue the foreign qualification offered by the Chartered Insurance Institute (London). In completing the Diploma you will have to gain 120 credits in total. A minimum of 90 credits should be attained at Diploma level or above. The Diploma can also be a milestone on the route to completion of the Advanced Diploma for which 290 are required in total. Compulsory Units Code Unit Credit Code Unit Credit (P92) Insurance business and finance 25 or (530) Economics and business 30 (Diploma in Insurance unit). 25 (P05) Insurance law (Diploma in Insurance unit) 25 Code (Optional Diploma Units) Credit Per Unit (P21) Commercial insurance contract wording 20 (P80) Underwriting practice 20 (P81) Insurance broking practice 20 (P85) Claims practice 20 (P86) Personal insurances 20 (P63) Long term insurance business (first examination April 2013) 25 (P64) Private medical insurance practice (first examination April 2013) 25 (P90) Cargo and goods in transit insurances 25 (P93) Commercial property and business interruption 25 (P94) Motor insurance 25 (P96) Liability insurances 25 (P61) Life, critical illness and disability underwriting ( first examination April 2013) 30 (P62) Life, critical illness and disability claims (first examination April 2013) 30 (P91) Aviation and space insurance 30 (P97) Reinsurance 30 (P98) Marine hull and associated liabilities 30 FEES Structure DIPCII Item Kshs. Application fees 1,000 Registration 2,000 Library (per year) 3,000 Activity Fees 1,000 Personal Accident 500 Student ID 250 Tuition Fee per paper 10,000 Examination Fee Per Paper 119 52

Commencement January and July Diploma in Insurance (DIPCII) (Cont) NOTES TO STUDENTS Insurance Institute of Kenya (IIK) Membership Fee Kshs. 1,000 is compulsory payable at their Offices (Annually) Fees payment should be done before/on commencement of the semester in full. Tuition fees should be in form of bankers cheque or deposit the money in the college bank account, KCB Kipande house branch, account no. 1103962531, payable to College of Insurance Timings: Day. 8.30 Am To 4.00Pm Evening: 5.30 Pm To 7.30 Pm Examinations Payments and Deadlines Sitting Exam Payment Deadline Exam Dates April sitting 26th february 2014 07th 09th april 2014 October sitting 3rd september 2014 13th 15th oct 2014 EXAM FEE IS PAYABLE IN FORM OF BANKERS CHEQUE TO CHARTERED INSURANCE INSTITUTE OF LONDON The Bank draft together with the registration forms should be sent to London by the candidate via a registered mail to: Customer Service The Chartered Insurance Institute 42 48 High Road, South Woodford London E18 2JP E-mail: customer.serv@cii.co.uk Tel: 02089898464 Fax: 02085303052 Website www.cii.co.uk 53

ACII Advanced Diploma In Insurance Duration: Compulsory Units Code Unit Credit Code Unit Credit (P92) Insurance business and finance 25 or (530) Economics and business 30 (Diploma in Insurance unit). 25 (P05) Insurance law (Diploma in Insurance unit) 25 Code (Optional Diploma Units) Credit Per Unit (530) Economics and business 30 (590) Principles of Takaful 30 (655) Risk management 30 (820) Advanced claims 30 (930) Advanced insurance broking 30 (945) Marketing insurance products and services 30 (960) Advanced underwriting 30 (990) Insurance corporate management 30 (991) London Market Insurance Specialization 50 Item Kshs. Application fees 1,000 Registration 2,000 Library (per year) 3,000 Activity Fees 1,000 Personal Accident 500 Student ID 250 Tuition Fee per paper 12,000 Examination Fee Per Paper 126 NOTES TO STUDENTS Insurance Institute of Kenya (IIK) Membership Fee Kshs. 1,000 is compulsory payable at their Offices (Annually) Fees payment should be done before/on commencement of the semester in full. Tuition fees should be in form of bankers cheque or deposit the money in the college bank account, KCB Kipande house branch, account no. 1103962531, payable to College of Insurance Timings: Day. 8.30 Am To 4.00Pm Evening: 5.30 Pm To 7.30 Pm 54 Two Years Entry requirement for ACII is either: Degree holder, A Level or have completed DIP CII. To acquire The Diploma ACII) one is required to obtain 290 credits. 205 credits should be attained at the Diploma Level. FEES Structure

ACII Advanced Diploma In Insurance (Cont) Examinations Payments and Deadlines Sitting Exam Payment Deadline Exam Dates April sitting 26th february 2014 07th 09th april 2014 October sitting 3rd september 2014 13th 15th oct 2014 EXAM FEE IS PAYABLE IN FORM OF BANKERS CHEQUE TO CHARTERED INSURANCE INSTITUTE OF LONDON The Bank draft together with the registration forms should be sent to London by the candidate via a registered mail to: Customer Service The Chartered Insurance Institute 42 48 High Road, South Woodford London E18 2JP E-mail: customer.serv@cii.co.uk Tel: 02089898464 Fax: 02085303052 Website www.cii.co.uk 55

Application Computer Packages The ICT Department offers the following five (5) packages; Computer Package Fees 1. Windows Ksh.2,000 2. MS Word Ksh.2,500 3. MS Excel Ksh.2,500 4. MS PowerPoint Ksh.2,000 5. MS Access Ksh.2,500 The training is individualized. Classes are on Monday to Friday. Class time is between 9.00 a.m. and 11.00 a.m. (Subject to change). Before the student starts the classes, he/she has to confirm with the tutor. The exam for every package is upon the completion of that particular package. Tuition fees is payable in form of bankers cheque or deposit in the bank account below:- Payable: College of Insurance Bank: Kenya Commercial Bank Branch: Kipande House Account no: 1103962531 Acc.Name: Insurance Training and Education Trust 56

College of Insurance P.O.Box 56928 00200 Telephone: +254 722 509759, 734 600320 Fax: +254 (20) 6005605 Email: info@coi.ac.ke Web: www.coi.ac.ke STUDENT APPLICATION AND REGISTRATION FORM Notes 1. Complete the Application Form in capital letters 2. Enclose photocopies and original of your identity card, result slip/certificates 3. Attach two (2) passport size photographs 4. Fees should be paid in form of Bankers cheques payable to COLLEGE OF INSURANCE Personal Data Surname Gender: National ID No: Nationality: Tel No: Address: Email Address: Other names Date of birth: Religion: Name of sponsor/guardian (where applicable) Address: Tel No: Course ( ) Tick Diploma in Insurance Diploma in Insurance (DIPCII) Advanced Diploma (ACII) Craft Certificate in Insurance (CCI) Certificate of Proficiency (COP) Certificate in Insurance (CII) IT Packages Education Background School/College/University Title of Certificate/degree Grade Professional Qualifications (where applicable) School/College/University Title of Certificate/degree Grade

Semester Month: Year: SUBJECTS: (Specify using Subject code where applicable): Time of study Day or Evening. Specify: Declaration: I hereby certify that the above information is correct and I agree to abide by the College rules and regulations. Student s Signature Date: Admissions Officer: Accepted/Rejected For official use only Fees Payable: Receipt No. Date: Fees paid: Fees Balance Cashier (Name): Cashier s Signature

College of Insurance P.O.Box 56928 00200 Telephone: +254 722 509759, 734 600320 Fax: +254 (20) 6005605 Email: info@coi.ac.ke Web: www.coi.ac.ke (To be forwarded to the Course Coordinator, College of Insurance at least two weeks before course/seminar commencement) Title of Course/Seminar Seminar Dates: Details of Sponsor Institution SHORT AND MANAGEMENT COURSES Address E-mail/Address Contact person Details about Nominee Name: Address: Phone Postal E-mail Fax Nationality Sex Age Designation Academic qualification Professional qualification Mode of Payment (Please Tick One) Invoice Cheque Please make cheques payable to: COLLEGE OF INSURANCE All fees must be received at least one week prior to commencement of the course.

MEDICAL INFORMATION Brief medical history Specify diet limitations Next of kin or person to be contacted in case of sickness Name Phone Address E-mail Accommodation Status Resident: Yes No If yes Arrival date and time Departure date and time