This course is designed as an addition to the Tier II – Providing General advice and personal advice on deposit products course.
DurationThis 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.
ISM is focused on becoming the preferred learning partner for individuals and business. It will achieve this by facilitating leading-edge training and development programs and providing high quality nationally recognised training.
From our trainers to our resources, we are specialists in financial services and focus on helping you achieve tangible results for your business. Contact us for more information and a free initial consultation
Trust Accounting & Insurance course is offered by Australian College of Professionals. Our niche range of courses means that we can assist students to develop their career options and opportunities while providing ongoing support throughout their course of study.
The subject covers the skills and knowledge required to work effectively in the life insurance context in line with professional and ethical practices. It includes legislation and regulations, ethics, sustainability and life insurance products and services.
Our nationally recognised qualification FNS51220 Diploma of Insurance Broking is designed to provide relevant industry knowledge and skills for a successful career in insurance broking.
Our Miscellaneous Financial Risk Product topic covers essential knowledge for advisers seeking accreditation to provide advice in miscellaneous financial risk products, particularly Discretionary Mutual Funds.
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