Diploma of Insurance Broking FNS51210
- Sector: Insurance Broking
- ASIC accreditation: Tier 1
- NIBA College membership: Qualified Practising Insurance Broker (QPIB)
- Award: Diploma in Financial Services (Insurance Broking)
This course is offered in two blocks of study and covers the Tier 1 level general insurance adviser skills as well as higher level broking skills.
BLOCK 1: TIER 1 INSURANCE BROKING
This block covers the core insurance broking skills required for ASIC Tier 1 accreditation as an Insurance Broker. The focus is on retail insurance in the general insurance broking area. Brokers who wish to add a life insurance broking accreditation can do so by completing the Life Insurance Upgrade course.
1. Essential Knowledge for Insurance Brokers covers an overview of the industry, risk insurance products and insurance and other legislation impacting the broking role.
2. Insurance Advice Skills covers the full range of Tier 1 advice skills from the initial client contact through to delivering personal advice and completing the insurance transaction. The focus is life or general insurance policies for retail clients.
3. Insurance Broking Advice Services covers the specialist advice skills required of insurance brokers including risk assessment, managing insurance program changes, and monitoring client risks and service needs.
BLOCK 2: INSURANCE BROKING PRACTICE
This block takes the broker from Tier 1 to the level of a fully competent insurance broker dealing with complex clients and risk situations, particularly in the commercial and wholesale area.
4. Client Services for Insurance Brokers covers the skills to develop a professional client relationship which takes account of the industry guidelines and ethical standards relating to the broking role.
5. Managing Complex Clients covers the skills to manage clients with significant risks and to assess and negotiate complex risk portfolios at renewal. There is also a focus on dealing with negotiating complex claims settlements for clients.
6. Research and Presentation Skills covers the skills needed to undertake research relevant
This block takes the broker from Tier 1 to the level of a fully competent insurance broker dealing with complex clients and risk situations, particularly in the commercial and wholesale area.4. Client Services for Insurance Brokers covers the skills to develop a professional client relationship which takes account of the industry guidelines and ethical standards relating to the broking role.5. Managing Complex Clients covers the skills to manage clients with significant risks and to assess and negotiate complex risk portfolios at renewal. There is also a focus on dealing with negotiating complex claims settlements for clients.6. Research and Presentation Skills covers the skills needed to undertake research relevant
Click here to enrol in this program
Course Fees
Terms of Study
|
