Exams for Mortgage Advisors to also sell insurance?

[carinaman]

I've a relative who was sold travel insurance by a Mortgage Advisor who also sells insurance.

The relative told me the Mortgage Advisor who arranged the travel insurance had to take an exam to be able to do that.

I am aware Mortgage Advisors have to pass an FSA exam to sell mortgages, do they have to pass an additional exam to be able to sell insurance as well?

Searching online it seems there are Introducers (IR?) and Authorised Insurance Resellers (IAR?). Is a difference between them having to pass an exam?

[Sarnie]

I've never seen or heard of a Mortgage Broker selling travel insurance?

Why do you want to know if you need to pass an exam to sell travel insurance?

[Insurancejon]

Strangely, there are no compulsory exams to sell general insurance.

Some companies have internal exams to prove competency in a particular product though

[towser44]

Is CeRGI (Certificate of Regulated General Insurance) not a thing anymore? I did this when I did my CeMAP.

[dalenorth]

It is rare for mortgage brokers to sell travel insurance but entirely possible. There are exams namely R01 and R05 but these don’t cover travel, and are focused on financial protection.

You can add travel insurance to some private medical schemes so maybe it was done that way.

[carinaman]

Thanks for the replies. The relative unprompted said the person who arranged their travel insurance had to take an exam to do that which didn't sound right to me. The Mortgage Advisor offers other products such as insurance and one of their testimonials, which I realise could be fake, mentions that they additionally helped arrange insurance which worked out better for that customer.