Life Insurance Adviser
Course
Online
Description
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Type
Course
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Level
Intermediate
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Methodology
Online
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Duration
Flexible
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Start date
Different dates available
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Online campus
Yes
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Delivery of study materials
Yes
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Support service
Yes
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Virtual classes
Yes
Life Insurance Adviser is designed for individuals requiring RG146 compliance and authorisation by an Australian Financial Services License (AFSL) holder to provide advice on regulated Insurance products.
For existing authorised representatives, successful completion of this course allows you to extend your advisory range into Insurance products.
We recognise that employers are increasingly looking for candidates who are aware of the challenges of being a successful financial adviser.
Often a candidate’s Qualification is the only evidence that they possess the technical knowledge and skills requirements to conduct themselves professionally as an authorised representative. Unfortunately, this can not be said for all training providers.
With a Mentor Education Training Australia qualification you have confidence in the fact that you will be equipped with the skills and knowledge gained from a credible industry-endorsed program that employs best practice assessment standards, helping you graduate at the leading edge of your chosen field.
Facilities
Location
Start date
Start date
About this course
The Life Insurance Adviser course will equip you with the specialist knowledge and technical skills to provide compliant advice to clients on income protection, life insuranc and trauma insurance.
This course is suitable for:
individuals seeking employment with Insurance companies
individuals engaged in the promotion of Insurance products
financial advisers seeking to enhance their insurance advisory capability
This is an open entry course with no pre-requisite qualifications. In order for participants to successfully complete this course, it is recommended they have a strong grasp of literacy and numeracy.
Reviews
Subjects
- Compliance
- Life Insurance
- Financial
- Industry
- Financial Training
- Industry Essentials
- Essentials
- Insurance
- Australian
- Advice Fundamentals
Course programme
General Advice
This type of advice required students to complete the following modules:
- DFP1 - Australian Industry Essentials
- DFP2 - Insurance
This type of advice required students to complete the following modules:
- DFP1 - Australian Industry Essentials
- DFP1 - Financial Advice Fundamentals
- DFP2 - Insurance
- Part 1 Australian Economy
- Part 2 Australian Financial Markets
- Part 3 Investment Funds
- Part 4 Corporations Act
- Part 5 Regulatory Environment
- Part 6 Licensees & Representatives
- Part 7 Ethics
- Part 1 Personal Taxation
- Part 2 Social Security
- Part 3 Wealth Creation Fundamentals
- Part 4 Estate Planning Fundamentals
- Part 5 Establishing Client Relationship
- Part 6 Identify Client Objectives & Financial Situation
- Part 7 Analyse Client Objectives & Financial Situation
- Part 8 Develop Strategies & Solutions
- Part 9 Present Strategies & Solutions
- Part 10 Implement Agreed Plan
- Part 11 Provide On-going Advice
Core Area
- Part 1 Understanding Insurance
- Part 2 Operation of Insurance Markets
- Part 3 General Insurance
- Part 4 Personal Insurance
- Part 5 Advisory Functions
- Part 6 Legal Obligations and Compliance
- Part 1 The Australian Life Insurance Industry
- Part 2 Life Insurance Products and Taxation
- Part 3 Features of Life Insurance
- Part 4 Term Life Insurance
- Part 5 Total & Permanent Disability Insurance
- Part 6 Trauma Insurance
- Part 7 Income Protection Insurance
- Part 8 Business Insurance
- Part 9 Role of the Adviser
This course includes nationally recognised units
Life Insurance General Advice
- Provide general advice on financial products and services
- Provide advice in Life Insurance
- Conduct product research to support recommendations
- Provide appropriate services, advice and products to clients
- Determine client requirements and expectations
- Record and implement client Instructions
Additional information
No hidden costs - $507.00
Self-paced - $780.00 SAVE!
Life Insurance Adviser