Skills Unit
NZCGI-20
NZ Code of Conduct Bridging Unit for General Insurance
This short course is for those who wish to meet Standard 6 of the Code of Professional Conduct for Financial Services, which sets out the general competence, knowledge and skill required in order to provide financial advice and financial advice services.
1 CIP Points
NZ Code of Conduct Bridging Unit for General Insurance
NZD $99
General Insurance
Open Study Period
0 Credit Points
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It is designed to bridge the gap for learners who have completed ANZIIF Skills Units GE2N002, GE3N004, GE1N001 and UW2N002 (or their equivalents) and who now wish to complete the remaining requirements needed to achieve the New Zealand Certificate in Financial Services, Level 5, Version 3 with General Insurance strand (by equivalency).
Who should take this course
This course is only for students who are enrolled in the ANZIIF New Zealand Compliance for Advisers (General Insurance).
What you'll learn
By the end of this short course, you should be able to:
- demonstrate and apply knowledge of the Six-Step Process
- and how the Financial Markets Conduct Act 2013 applies when providing financial advice and financial advice services
- provide a range of financial advice solutions using knowledge of key factors in the economic environment that impact participants in the financial services sector
- analyse government support agency benefits and potential non-insurance options when developing solutions to a range of general insurance needs
- apply the Six-Step Process when providing general insurance services.
Topics Covered
- Module 1: The Six-Step Process
- Module 2: The regulatory framework for financial advice services
- Module 3: The complaints and disputes handling processes
- Module 4: The economic environment
- Module 5: Financial markets, products and services
- Module 6: Identifying options
- Module 7: Developing solutions
- Module 8: General insurance services
Assessment
1 Exam