The new financial education regulations: Cattolica presents at the convention promoted by the Italian Institute for Standardisation
The new UNI 11348 was presented on 11 June at the head offices of UNI (the Italian Institute for Standardisation) in Milan. The certification is structured into three parts, which provide guidelines and requirements for financial and banking consultancy services and financial education services. One of the most impactful developments is the role reserved to ethics. For the first time in Italy, the process through which the culture of integrity can be developed in intermediary organisations will be defined, giving greater security to the customer’s interests. Taking place in various subject-related round tables, Cattolica took part in the convention as a UNI ISO certified insurance company, alongside organisations such as Euroansa.
Fulvio Amateis, the Cattolica representative for agent network training and UNI ISO certification, was part of the panel dedicated to certified organisations, during which he spoke about the Company and its certification model.
“With its Network Training & Development structure, Cattolica Assicurazioni achieved certification according to the UNI ISO 29990 quality standard on the Provision of Informal Training Courses, in addition to certification according to the UNI 11402 standard on quality Financial, Insurance and Social Security Education,” underlined Amateis in his speech.
“These certifications have allowed us to plan dedicated training to qualify the Role of Professional Intermediary Financial Educators, who will assist customers across the entire market of welfare and individual protection, within the context of the Life & Welfare Market. In 2016, the Distribution and Marketing Department involved Cattolica agents in this project. As part of a new dedicated professional development path, we introduced the Master Executive Agents, a specific training proposal on the Life & Welfare Market. It aims to qualify some individuals who volunteer and possess certain prerequisites as Financial Educators in order to strengthen their standing as experts in a highly competitive and dynamic market.”