Skills Unit
T2GI-20

Tier 2 General Insurance Compliance - General Advice

This unit describes the skills and knowledge required to assess a client’s insurance needs and accurately advise clients about financial products and services at the Australian Services and Investment Commission (ASIC) Tier 2 level.

10 CIP Points
Tier 2 General Insurance Compliance - General Advice
AUD $250
General Insurance Claims
5-week Study Period
10 Credit Points
Foundation
Compliance

Who should take the course

The unit applies to insurance advisers with well-developed communication and interpersonal skills, who apply product knowledge when providing general advice in relation to Tier 2 (retail general insurance) products to clients.

What you'll learn

  • Deal with initial client enquiry for general insurance
  • Prepare and provide general advice to client.

Upon gaining a Tier 2 accreditation, you can attain an Affiliate Member Level of ANZIIF

Competencies

  • FNSASIC314 Provide Tier 2 general advice in general insurance

Topics Covered

  • Part 1: Background knowledge
  • Part 2: Legal and regulatory environment
  • Part 3: Providing advice — general and personal
  • Part 4: Case studies — general and personal advice

Assessment

2 Exam and 1 Simulation

10 CIP Points
Tier 2 General Insurance Compliance - General Advice
AUD $250
General Insurance Claims
5-week Study Period
10 Credit Points
Foundation
Compliance