Enrol Now ASIC RG 146 Tier 1 Life Insurance Compliance


Providing Advice in Life Insurance (Accelerated Compliance) is a comprehensive and cost-effective compliance solution that is designed to ensure customer-facing staff are suitably qualified to provide life insurance advice within seven weeks.

Outcomes

ASIC RG 146 Tier 1 Life Insurance Compliance

Pre-requisites

None

Price

AUD $895 per module

Modules

  • LI500-15 Tier 1 Life Insurance

    A comprehensive and cost-effective compliance solution that is designed for customer facing staff that work in organisations dealing with life insurance products and services. By virtue of this module alone, staff will become suitably qualified to provide life insurance advice within seven weeks.

    It will provide students with the skills required to analyse the client’s needs, objectives, financial situation and risk profile, to identify appropriate solutions and strategies.

    Learning Outcomes

    • establish relationship with client
    • identify client’s objectives, needs and financial situation
    • analyse client’s objectives, needs, financial situation and risk profile
    • develop appropriate strategies and solutions
    • present appropriate strategies and solutions to client
    • negotiate financial plan/policy/transaction with client
    • coordinate implementation of agreed plan/policy/transaction
    • complete and maintain necessary documentation
    • provide ongoing service where requested by client.

    Competencies

    • FNSASICM503 Provide Tier 1 personal advice in life insurance
    • FNSCUS505 Determine client requirements and expectations
    • FNSCUS506 Record and implement client instructions
    • FNSIAD501 Provide appropriate services, advice and products to clients
    • FNSINC501 Conduct product research to support recommendations

    Price

    Australia AUD $895
    Overseas AUD $895
    New Zealand NZD $985
    Emerging Market AUD $760

    Duration

    Accelerated (7 weeks)

    Online Assignment

    Pass Grade: students must be assessed as competent in all assignment questions

    Online Exam

    Pass Grade: 60%
    Duration: 90min

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