Senior Professional Assessment 3
- Sector: Insurance Broking
- ASIC accreditation: Responsible Manager
- NIBA College membership: Fellow
- Pre-requisite: Diploma of Financial Services (Insurance Broking)
- Award: Statement of Attainment
SPA 3 is suited to practitioners who have been working in management and higher level client servicing roles for some time and seek to have their skills and knowledge recognised through the award of an Advanced Diploma. NIBA College is an industry leader in this area. As an SPA 3 candidate you work closely with your NIBA College assessor who will provide detailed guidance on how to prepare and present evidence of your competency.
Not only do you gain formal recognition of your capabilities but many find that SPA 3 is an excellent professional development program for practitioners at their level. Indeed, participation in an SPA 3 program also counts towards a practitioner’s CPD points in the year it is undertaken.
Experience and capability in the following areas area assessed SPA 3:
• Maintaining and enhancing professional practice
• Applying principles of professional practice to work in the financial services industry
• Developing and Implementing Strategic Plans
• Managing operational plans
• Managing insurance brokerage service performance
• Developing guidelines for broking services
• Implementing broking service support systems
• Managing contractual obligations for insurance and insurance broking products
• Identifying and evaluating marketing opportunities in the financial services industry
• Establishing, managing and monitoring key relationships
• Tailoring financial products to meet customer needs
• Making a client presentation
• Establishing and maintaining strategic networks
• Providing leadership across the organisation
Find out details of the optional Tier 1 Adviser assessments that can be added on to this assessment for one or more of the following product areas:
Click here to enrol in this program
Course Fees
Terms of Study
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