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
Enrol Now

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.

Competencies

  • FNSASIC314 Provide Tier 2 general advice in general insurance

Membership Outcome: eligible to elect for Affiliate CIP member level

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

1 Exam and 1 Simulation

Download the 2022 Tier 2 Calendar for the key dates.

Download 2022 Tier 2 Calendar

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