| INSURANCE COURSES |
| Certificate II in Financial Services |
Associate |
Tier 2 general advice only |
Tier 2 General Insurance Adviser Short Course Statement of Attainment |
Associate |
Tier 2 general and personal advice |
| Certificate III in Financial Services (Adviser) |
Associate |
Tier 2 general and personal advice |
| Certificate III in Financial Services (Claims) |
Associate |
Tier 2 general advice only |
Insurance Claims Technicians Short Course Statement of Attainment |
Associate (Institute of Claims Technicians) |
Not applicable |
|
| Certificate IV in Financial Services (Claims analysis and advice) Claims assessing |
Associate |
Tier 1 general and personal advice |
| Certificate IV in Financial Services (Claims assessing) |
Associate |
Not applicable |
Tier 1 General Insurance Adviser Short Course Statement of Attainment |
Associate |
Tier 1 general and personal advice |
Tier 1 General Insurance Adviser Upgrade Statement of Attainment |
|
|
| Graduate Diploma of Financial Services |
Fellow |
responsible manager accreditation |
| ASSESSMENT PROGRAMS – LIFE AND GENERAL INSURANCE |
Professional Assessment (Adviser) Certificate III in Financial Services |
Associate |
Tier 2 general and personal advice |
Professional Assessment (Claims) Certificate III in Financial Services |
Associate |
Tier 2 general advice only |
Professional Assessment (Life Insurance) Certificate III in Financial Services |
Associate |
Tier 2 general advice only |
Professional Assessment (General Insurance) Certificate III in Financial Services |
Associate |
Tier 2 general advice only |
|
Senior Professional Assessment 1 (Life insurance adviser) Diploma of Financial Services |
Qualified Financial Services Representative |
Tier 1 general and personal advice |
Senior Professional Assessment 1 (General insurance adviser) Diploma of Financial Services |
Qualified Financial Services Representative |
Tier 1 general and personal advice |
Senior Professional Assessment 1 (Business development manager) Diploma of Financial Services |
Qualified Financial Services Representative |
Responsible manager Tier 1 general and personal advice available as Add-On |
| Senior Professional Assessment 1 (Claims manager) Diploma of Financial Services |
Qualified Financial Services Representative |
Responsible manager Tier 1 general and personal advice available as Add-On |
Senior Professional Assessment 1 (Medical claims manager) Diploma of Financial Services |
Qualified Financial Services Representative |
Responsible manager Tier 1 general and personal advice available as Add-On |
Senior Professional Assessment 1 (Underwriting manager) Diploma of Financial Services |
Qualified Financial Services Representative |
Responsible manager Tier 1 general and personal advice available as Add-On |
Senior Professional Assessment 1 (Compliance manager) Diploma of Financial Services |
Qualified Financial Services Representative |
Responsible manager Tier 1 general and personal advice available as Add-On |
|
Senior Professional Assessment 3 (General manager) Advanced Diploma of Financial Services |
Fellow |
Responsible manager Tier 1 general and personal advice available as Add-On |
Senior Professional Assessment 3 (Product manager) Advanced Diploma of Financial Services |
Fellow |
Responsible manager Tier 1 general and personal advice available as Add-On |
| Tier 1 Add-On in general or life insurance, managed funds or superannuation |
Various depending on base qualification |
Tier 1 |