Skills Unit
T2GP-20

Tier 2 General Insurance Compliance - General and Personal Advice

This unit describes the skills and knowledge required to assess clients’ insurance needs and accurately advise them about retail general insurance products and services excluding personal accident and illness at the Australian Securities and Investments Commission (ASIC) Tier 2 level.

10 CIP Points
Tier 2 General Insurance Compliance - General and Personal Advice
AUD $295
General Insurance Claims Insurance Broking
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 substantial general insurance product knowledge when providing personal advice on standard retail general insurance products to clients.

What you'll learn

By the end of this learning pathway, students should be able to provide General and Personal advice:
  • General advice:
  • Deal with initial client enquiry for general insurance
  • Prepare and provide general advice to client.
  • Personal advice: 
  • Prepare to provide personal advice in general insurance
  • Develop and present appropriate risk solution
  • Confirm chosen insurance product and complete necessary documentation
  • Agree to arrangements for providing ongoing service where requested by client.
     

Competencies

  • FNSASIC315 Provide Tier 2 personal advice in general insurance

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

Topics Covered

  • Background knowledge 
  • Legal and regulatory environment 
  • Providing advice 
  • Advice case studies 
     

Assessment

1 Exam and 2 Simulations

Download the 2022 Tier 2 Calendar for the key dates.

Download 2022 Tier 2 Calendar

10 CIP Points
Tier 2 General Insurance Compliance - General and Personal Advice
AUD $295
General Insurance Claims Insurance Broking
5-week Study Period
10 Credit Points
Foundation
Compliance
Enrol Now