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Education, Training and Professional Development Organisation
This unit focuses on teaching the skills and knowledge required to assess clients’ insurance needs and accurately advise them about retail general insurance products and services.
Tier 2 General Insurance Compliance
This unit focuses on teaching 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.
It is recommended for insurance advisers with strong communication skills, who apply substantial general insurance product knowledge when providing personal advice 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.
We may receive a commission from the product provider if you purchase a financial product through our referral. This commission does not affect the price you pay for the product. You should consider the product disclosure statement (PDS) for the product before making a decision to purchase. The PDS contains important information about the product, including the risks and fees involved. If you have any questions about our referral relationship with the product provider, please contact us.
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The Diploma of Insurance Broking is deigned to equip individuals with the skills necessary for managing broking teams, handling new business submissions, and providing quality insurance services and advice to clients.
This qualification is crafted to equip insurance brokers with essential interpersonal and communication skills, general insurance product knowledge and a comprehensive understanding of the needs of retail and wholesale clients.
ANZIIF members are recognised as individuals who are qualified, knowledgeable and committed to professionalism in the insurance industry. An ANZIIF Membership supports your professional development and career with a range of benefits.
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