Provide Advice in Insurance Broking (FNS Unit)

AAMC Training Group Pty Ltd

This unit is part of the Financial Services Training Package. It describes the performance outcomes, skills and knowledge required to satisfy the training requirements of current Australian Securities and Investments Commission (ASIC) Australian Financial Services (AFS) licensing at Tier 1 level in the insurance broking specialist area.

Entry Requirements:

Prerequisite units: Deliver professional insurance broking services; Implement changes to broking client's insurance program; Prepare submission for new business.

Subjects you can Study:

Establish relationship with client and identify client's objectives, needs and financial situation; Analyse client's objectives, needs, financial situation and risk profile to develop appropriate strategies and solutions; Present appropriate strategies and solutions to client and negotiate financial plan, policy or transaction; Agree to plan, policy or transaction and complete documentation; Provide ongoing service where requested by client.

Related Careers:

Insurance Broker,
Campus ATAR/OP Mid Year Intake Study Mode Duration
Parramatta No info No Online
Parramatta No info No
Parramatta No info No Part time
VIC Public Training - Karsten' No info Yes Online
VIC Public Training - Karsten' No info Yes
VIC Public Training - Karsten' No info Yes Part time
VIC Public Training - Karsten' No info Yes
Established in 2001, AAMC Training Group Pty Ltd is a Registered Training Organisation that offers courses and qualifications in business, finance broking, financial planning, insurance broking, professional development, sales, marketing. Training is conducted via flexible delivery, which includes e-learning, face to face, work place training and correspondence. While the provider attempts to maintain the course numbers at a maximum level of 5 for certification courses in a face to face class room environment, they do deliver to unlimited numbers for continual professional development courses.

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