When do I get my certificate and transcript?

You receive your Certificate of Completion and a transcript of your results once all eleven modules, the practice quizzes, the final examination and the training evaluation form are complete. We verify and release both, usually within 3 working days, and email you when they are ready. Check your status any time on the Help page.

How much does it cost?

Self-paced online: P1,500 per person. Teams pay the same per seat on one invoice. Groups of 5 or more, face to face or in-house: request a quote. The Long-Term Insurance COP is a separate course.

How long is the course?

Eleven modules, each with a video explainer, slides, notes and a practice quiz, then one final examination, studied at your own pace on any device. Groups of 5 or more can also book it in-house or face to face.

Is it recognised by the insurance regulator?

CoreKnowledge issues a Certificate of Completion for this course. We do not claim that it is recognised or required by an insurance regulator: check the current requirements for your role with your employer or the regulator. CoreKnowledge is a BQA-accredited training provider (no. 0019).

Request your invoice on this page: it opens on screen and is emailed instantly. Pay by EFT or cash deposit using the invoice number as reference, then upload your proof of payment on your order status page. Card payment is coming soon.

Upload your proof of payment on your order status page; we verify it (usually within 1 working day) and your sign-in link arrives by email automatically.

Which payment methods?

EFT or bank deposit using your invoice number as reference, or an employer invoice in the organisation's name. Our programmes are HRDC-approved: employers can claim eligible costs from the HRDC levy, subject to HRDC rules. Card payment is coming soon.

Press Request a quote on this page: your quote PDF opens on screen and is emailed instantly, valid for 30 days. Accept it online when you are ready and your invoice follows at once.

Every module has a video explainer, slides, notes and a practice quiz, plus a glossary of insurance terms, in the online course.

Online, in-house or face to face?

Self-paced online at P1,500 (start any time, any device), or face to face and in-house for groups of 5 or more, priced by quote. Every option includes the online course, certificate and transcript.

Can my organisation enrol a team?

Request a quote or invoice for your team in your organisation's name (PO and VAT no. supported). After payment, HR uploads the staff list and each person gets their own access; HR receives the roster and progress.

Who is this course for?

New insurance staff and agents, brokers and intermediaries, claims and underwriting assistants, customer service teams and anyone moving into short-term insurance.

Is there an examination?

Yes. After the eleven modules you sit one final examination that covers the whole course.

A phone, tablet or computer with internet access. Everything else is in the online course.

Can you train us at our premises?

Yes. Use “Book in-house”, give two or three preferred dates, the town and the number of delegates (minimum 5). In-house training is always quoted first.

Certificate of Proficiency (COP): Short-Term Insurance course

Before		After COP Short-Term Insurance
Insurance is a set of terms.		You explain risk and how insurance spreads it.
Claims feel arbitrary.		You apply the core insurance principles to a policy or claim.
The market is a maze.		You describe how insurers, brokers, agents and reinsurers work together.
Rules are someone else's job.		You work within the legal, contractual and regulatory framework.
Every client gets the same cover.		You match commercial and personal cover to the need.

Code	Outcome (our words)	Level
Module 1: Introduction to Short-Term Insurance (builds P1)
1.1	Identify the main players in the short-term insurance industry	Remember
1.2	Explain what short-term insurance is and why people and businesses buy it	Understand
1.3	Describe how short-term insurance protects against financial loss	Understand
Module 2: Concept of Risk and Insurance (builds P1)
2.1	Explain the concept of risk and how it is identified and measured	Understand
2.2	Explain how insurance transfers and spreads risk	Understand
2.3	Distinguish between the different types of risk	Analyse
Module 3: Structure and Operations of Insurance Markets (builds P2)
3.1	Describe the structure of insurance markets	Understand
3.2	Explain the roles of insurers, brokers, agents and other intermediaries	Understand
3.3	Analyse how market participants work together to place cover	Analyse
Module 4: Legal Aspects of Insurance Business (builds P3)
4.1	Identify the rules every insurance practitioner must work within	Remember
4.2	Explain the legal framework within which the insurance business operates	Understand
4.3	Apply legal requirements to everyday insurance practice	Apply
Module 5: Insurance Principles (builds P1)
5.1	Explain the core principles of insurance	Understand
5.2	Apply the principles to a policy or claim situation	Apply
5.3	Analyse claim situations where a principle has not been met	Analyse
Module 6: Commercial Insurance (builds P4)
6.1	Describe the main classes of commercial insurance	Understand
6.2	Explain how commercial cover is arranged	Understand
6.3	Select suitable commercial cover for a business risk	Apply
Module 7: Personal Insurance (builds P4)
7.1	Describe the main classes of personal insurance	Understand
7.2	Explain how personal insurance cover works	Understand
7.3	Recommend suitable cover for an individual or household	Apply
Module 8: Regulation of Insurance (builds P3)
8.1	Identify the main regulatory requirements for insurers and intermediaries	Remember
8.2	Explain why the insurance industry is regulated	Understand
8.3	Describe how regulation builds trust in insurance	Understand
Module 9: Insurer Operations (builds P2)
9.1	Describe the day-to-day operations of an insurer	Understand
9.2	Explain the underwriting process	Understand
9.3	Explain the claims-handling process	Understand
Module 10: Reinsurance (builds P2)
10.1	Explain what reinsurance is and why insurers use it	Understand
10.2	Distinguish the main types of reinsurance	Analyse
10.3	Analyse how reinsurance helps an insurer manage its risk	Analyse
Module 11: Law of Contract in Insurance (builds P3)
11.1	Identify the essential elements of a valid insurance contract	Remember
11.2	Explain how the law of contract applies to insurance policies	Understand
11.3	Apply contract principles to situations involving policy wording	Apply

Certificate of Proficiency (COP): Short-Term Insurance · Module 1 of 11Introduction to Short-Term InsuranceThe players and the purpose

Module checkPractice quiz

3 outcomes

1.1 Identify the main players in the short-term insurance industry
1.2 Explain what short-term insurance is and why people and businesses buy it
1.3 Describe how short-term insurance protects against financial loss

Certificate of Proficiency (COP): Short-Term Insurance · Module 2 of 11Concept of Risk and InsuranceIdentify, measure, transfer

Module checkPractice quiz

3 outcomes

2.1 Explain the concept of risk and how it is identified and measured
2.2 Explain how insurance transfers and spreads risk
2.3 Distinguish between the different types of risk

Certificate of Proficiency (COP): Short-Term Insurance · Module 3 of 11Structure and Operations of Insurance MarketsInsurers, brokers, agents

Module checkPractice quiz

3 outcomes

3.1 Describe the structure of insurance markets
3.2 Explain the roles of insurers, brokers, agents and other intermediaries
3.3 Analyse how market participants work together to place cover

Certificate of Proficiency (COP): Short-Term Insurance · Module 4 of 11Legal Aspects of Insurance BusinessThe rules you work within

Module checkPractice quiz

3 outcomes

4.1 Identify the rules every insurance practitioner must work within
4.2 Explain the legal framework within which the insurance business operates
4.3 Apply legal requirements to everyday insurance practice

Certificate of Proficiency (COP): Short-Term Insurance · Module 5 of 11Insurance PrinciplesEvery policy, every claim

Module checkPractice quiz

3 outcomes

5.1 Explain the core principles of insurance
5.2 Apply the principles to a policy or claim situation
5.3 Analyse claim situations where a principle has not been met

Certificate of Proficiency (COP): Short-Term Insurance · Module 6 of 11Commercial InsuranceCover for businesses

Module checkPractice quiz

3 outcomes

6.1 Describe the main classes of commercial insurance
6.2 Explain how commercial cover is arranged
6.3 Select suitable commercial cover for a business risk

Certificate of Proficiency (COP): Short-Term Insurance · Module 7 of 11Personal InsuranceCover for people and households

Module checkPractice quiz

3 outcomes

7.1 Describe the main classes of personal insurance
7.2 Explain how personal insurance cover works
7.3 Recommend suitable cover for an individual or household

Certificate of Proficiency (COP): Short-Term Insurance · Module 8 of 11Regulation of InsuranceHow regulation builds trust

Module checkPractice quiz

3 outcomes

8.1 Identify the main regulatory requirements for insurers and intermediaries
8.2 Explain why the insurance industry is regulated
8.3 Describe how regulation builds trust in insurance

Certificate of Proficiency (COP): Short-Term Insurance · Module 9 of 11Insurer OperationsUnderwriting to claims

Module checkPractice quiz

3 outcomes

9.1 Describe the day-to-day operations of an insurer
9.2 Explain the underwriting process
9.3 Explain the claims-handling process

Certificate of Proficiency (COP): Short-Term Insurance · Module 10 of 11ReinsuranceHow insurers manage their own risk

Module checkPractice quiz

3 outcomes

10.1 Explain what reinsurance is and why insurers use it
10.2 Distinguish the main types of reinsurance
10.3 Analyse how reinsurance helps an insurer manage its risk

Certificate of Proficiency (COP): Short-Term Insurance · Module 11 of 11Law of Contract in InsuranceValid contracts, clear wording

Module checkPractice quiz

3 outcomes

11.1 Identify the essential elements of a valid insurance contract
11.2 Explain how the law of contract applies to insurance policies
11.3 Apply contract principles to situations involving policy wording

Final examination and certificate

Prove it, then get certified

Final examination covering all eleven modules
Training evaluation form
Certificate of Completion and academic transcript, released after verification

Final stepFinal examination, then your certificate

Method	How	Best for	Access opens	Status
EFT	Internet banking with your invoice reference	Individuals and organisations	Same working day after confirmation	Available
Bank deposit + proof	Pay at the branch, upload a photo or PDF of the slip	Anyone without internet banking	Within 1 working day of upload	Available
Employer invoice	Quote → invoice in your organisation's name, agreed terms	HR / L&D, teams, groups · HRDC levy claim pack provided for organisation bookings	On payment or credit approval	Available
Card	Pay online by card	Individuals	Instant	Coming soon

Certificate of Proficiency (COP): Short-Term Insurance

Understand risk. Master short-term insurance. Here is how.

Why COP Short-Term Insurance

Who it's for

Your route through the course

What you'll be able to do

How it's assessed

Eleven modules, then the final examination

Final examination and certificate

Certified in 3 working days after you finish

What happens next

What happens next

How in-house works

How group sessions work

Price your enrolment

Eleven modules. One final examination.

Quote preview

Course name

Quick answers