We are not taking new students for the current version of the Certificate IV in Life Insurance (FNS41515) due to the development of the Life Insurance Professional Standards Framework. The updated qualification will be available from late October 2021. Continuing students who are part way through can enrol by contacting Customer Service at [email protected] or phone 03 9613 7200.
Skills Unit
LI513-15

Life insurance distribution (NZ)

Covers the skills required to create and document a life insurance product distribution plan. Students learn how to action a distribution plan within established parameters, developing marketing tools within budget, and measuring ongoing results to inform the strategic reviews.

20 CIP Points
Life insurance distribution (NZ)
AUD $895
Life and Retirement Income
12 weeks

What you'll learn

  • determine business objectives
  • define markets and targeted customer needs
  • determine appropriate products and services
  • identify and select distribution channels to achieve strategic goals
  • determine and establish enterprise structures
  • establish performance measures
  • document a distribution plan
  • satisfy human resources requirements
  • provide technology requirements
  • provide infrastructure needs
  • provide marketing services
  • provide administrative and ancillary services
  • provide customer services.
     

Competencies

  • FNSILD501 Prepare a distribution plan
  • FNSILD503 Establish services to provide advice
  • FNSILD504 Implement and manage the distribution plan

Online Assignment

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

Online Exam

  • Pass Grade: 50%
  • Duration: 120min
20 CIP Points
Life insurance distribution (NZ)
AUD $895
Life and Retirement Income
12 weeks