Providing General Advice And Personal Advice On Insurance Products

by Institute of Strategic Management Claim Listing

This course is designed as an addition to the Tier II – Providing General advice and personal advice on deposit products course.

$295

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Course Details

This course is designed as an addition to the Tier II – Providing General advice and personal advice on deposit products course.

It covers the skills and knowledge necessary for entry-level staff who advise on financial services products to provide advice to clients in general insurance.

The topics covered in this course include the role of an advisor, building a client profile, different types of insurance and when to not give and give advice, and communicating with clients about insurance.

Upon successful completion of this General Insurance course, which is priced at $295, learners will have gained the competencies required to provide general and personal advice on insurance products.

  • Pyrmont Branch

    Unit 47/26-32 Pirrama Rd, Pyrmont, Sydney

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