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Tier 1 Add-Ons for Assessment Candidates
Tier 1 Add-On programs are for those candidates who are undertaking assessment in an area that does not require ASIC compliance but due to their work experience and knowledge are able to qualify for Tier 1 advice in one or more product specialties. There are four product advisory areas available: general insurance, life insurance, managed funds and superannuation. The additional fee per product area is $500 General insuranceThis add-on assessment module is specifically for general insurance advisers and covers skills and product knowledge for dealing with a range of customer enquiries in the general insurance area including establishing a relationship with a client, preparing and delivering insurance advice, handling customer complaints and negotiating with clients and product providers. Life InsuranceThis add-on assessment module is specifically for life insurance advisers and covers determining client requirements and expectations, conducting product research, providing appropriate broking advice to clients and recording and implementing client instructions. Managed Funds Product AdviceThis add-on assessment module is specifically for advisers in managed funds and covers the Tier 1 advisor skills including determining client requirements and expectations, conducting product research, providing appropriate managed funds advice to clients and recording and implementing client instructions. Superannuation Product AdviceThis add-on assessment module is specifically for advisers in superannuation products and covers the Tier 1 advisor skills including determining client requirements and expectations, conducting product research, providing appropriate superannuation advice to clients and recording and implementing client instructions. |
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