Skills Unit
LI20005-20

Deliver Professional Life Insurance Services

This unit describes the skills and knowledge required to identify industry professional approaches to procedures, guidelines, policies and standards, including ethical requirements, and to model and meet expectations of these in all aspects of work. It applies to individuals who work in the financial services industry and underpins other specialist units used in all sectors of the industry.

This unit is mandatory for claims and underwriting professionals in the Life Insurance sector, to meet the Foundation Requirement of the Life Insurance Professional Standards Framework.

10 CIP Points
Deliver Professional Life Insurance Services
AUD $425
Life and Retirement Income Insurance Broking Claims
5-week Study Period
10 Credit Points
Intermediate
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What you'll learn

  • Prepare to provide financial services
  • Provide financial services within the professional practice framework
  • Maintain professional practice  

Competencies

FNSINC411 Conduct work according to professional practices in the financial service industry

Topics Covered

  • Week 1: Regulatory obligations
  • Week 2: Life insurance claims and payment criteria
  • Week 3: Ethical requirements and communication
  • Week 4: Personal development and mental health awareness  

Assessment

2 Exams and 1 Simulation

10 CIP Points
Deliver Professional Life Insurance Services
AUD $425
Life and Retirement Income Insurance Broking Claims
5-week Study Period
10 Credit Points
Intermediate
Enrol Now