Specialising in Educating Insurance Professionals

Compliance Courses

Tier 1 Insurance Broking Course

This short course covers the knowledge and skills, required to meet ASIC RG146 Tier 1 Insurance Broking. Designed for advisers handling SME Business in a general insurance broking environment, this course is broken down into five (5) ‘bite size’ learning modules. Exemptions may apply to some of these modules if recognition of prior learning has been granted through gap assessment test or provision of validated Tier 2 certificate.   This short course comprises nationally recognised units of competency which contribute to partial completion of FNS51215 Diploma of Insurance Broking.

Learning modules include:

  • ASIC Generic Knowledge Requirements
  • Fundamental Insurance Law
  • Arranging insurance for a Trades or Mobile Business
  • Arranging Insurance for a Professional Occupations
  • Arranging Insurance for SME Business

Students who successfully complete the Tier 1 course and wish to move on to completing the full Diploma will have two remaining modules to complete the Diploma of Insurance Broking.

These modules are:

  • Managing Complex Renewals
  • Managing Complex Claims.

For students dealing primarily with retail domestic lines (excluding personal accident and illness) we recommend our Tier 2 General Insurance Course.

Assessment Process

The assessment process for this short course will include:

  • Gap Assessment Test - this test determines the student’s current level of knowledge and skills. The test allows us to determine gap training requirements and to give consideration to prior knowledge. (This is not required by students who have no experience in commercial lines)
  • Combination True/False, Multiple Choice and Short Answer Questions
  • Case Studies and Practical Assessments (students unable to complete practical assessments will be provided with additional case studies and additional methods of assessment as required). However, the course is more suited to those working in the industry or returning to the industry.
  • Trainer/Assessor or Supervisor’s observation in the workplace

Units of Competency

This course covers the following nationally recognised units of competency:   This course provides for partial completion only of FNS5125 Diploma of Insurance Broking.

FNSIBK406 Deliver professional insurance broking services
FNSIBK508 Implement changes to broking client's insurance program
FNSIBK513 Prepare submission for new business
FNSINC402 Develop and maintain in-depth knowledge of products and services used by an organisation or sector

FNSASICY503

Provide advice in Insurance Broking
   
   

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Tier 2 Insurance Broking Short Course

This short course covers the knowledge and skills, required to meet ASIC RG146 Tier 2 General Insurance requirements.   This course comprises nationally recognised units of competency.

The course is designed for those working in the general insurance sector or in a general insurance broking environment who provide advice on retail products.

Students who have experience working with retail products are provided the opportunity to demonstrate their knowledge and skills prior to commencement of the coursework through a gap assessment test.

Learning Modules in this course include:

  • Fundamental Compliance and Broking Procedures
  • Arranging Private Motor Insurance
  • Arranging Owner Occupied Home and Contents Insurance
  • Arranging Rental Property Insurance

Assessment Process

The assessment process for this short course will include:

Gap assessment test - this test determines the students current level of knowledge and allows us to determine gap training requirements and to give consideration to prior knowledge( if applicable)

Combination True/False, multiple choice and short answer questions

Case studies

Practical assessments (students unable to complete practical assessments will be provided with case studies and additional methods of assessment).

Trainer/Assessor or supervisor’s observation in the workplace

Units of Competency

This short course includes the following nationally recognised units of competency taken from FNS30615Certificate III in Insurance Broking

   
FNSASIC304 Provide Tier 2 general advice in general insurance
FNSASIC305 Provide Tier 2 personal advice in general insurance
BSBCUE309 Develop product and service knowledge for customer engagement operations
FNSIBK302 Provide general advice in general insurance broking products and services

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