Mediation/Intermediary training/Recognition of courses for qualification

Training course accreditation

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The application processes for the recognition of courses for the qualification of insurance intermediaries, without prejudice to the provisions of Article 16(1) of Regulatory Standard no. 17/2006-R, of 29 December, shall contain the following elements:

a) Sufficiently detailed curricular plan that allows knowing the specific subjects that will be taught, with the indication of the workload that will be dedicated to each content or group of contents, as well as the identification of the trainer that will teach each specific subject;

b) Clarification of the organizational structure of the proposing entity, with identification of the pedagogical responsible for the training activity, who must have adequate training for this purpose, as well as identification of the other employees assigned to this activity;

c) Demonstration that the proposing entity already has adequate technical and logistical resources for the training activity;

d) Curricula vitae of the trainers, who shall ensure the necessary technical skills to deliver the programmatic contents included in Annex III of Standard no. 17/2006-R, of 29 December. Bearing in mind these contents, it is understood that the proposed body of trainers should unequivocally demonstrate skills, through professional experience or academic training, in the area of insurance technique, and that the trainers of matters related to the insurance legal system and general theory of insurance should also have legal skills.

With a view to facilitating the organisation of the proposals, the following "Assessment Grid for Legally and Regularly Defined Requirements, under the terms referred to in no. 2 of article 18 of Regulatory Norm no. 17/2006-R, of 29 December" is disclosed.

Circular no. 01/2009, of 11th february

Technical committee to assess the courses for the qualification of mediators.   

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