Provide Advice in Life Insurance (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 life insurance specialist area.

Course Fee:

Australian: $326

Entry Requirements:

Prerequisite units: Conduct product research to support recommendations; Provide appropriate services, advice and products to clients; Determine client requirements and expectations; Record and implement client instructions.

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 Agent, Insurance Broker,
Campus ATAR/OP Mid Year Intake Study Mode Duration
Darwin No info No Online
Darwin No info No
Darwin No info No Part time
Hobart No info No Online
Hobart No info No
Hobart No info No Part time
Calwell No info No Online
Calwell No info No
Calwell No info No Part time
Balcatta No info Yes Online
Balcatta No info Yes
Balcatta No info Yes Part time
Balcatta No info Yes
Goodwood No info Yes Online
Goodwood No info Yes
Goodwood No info Yes Part time
Richmond No info No Online
Richmond No info No
Richmond No info No Full time
Sandgate No info No Online
Sandgate No info No
Sandgate No info No Part time
Parramatta No info No Online
Parramatta No info No
Parramatta No info No Part time
Established in 2001, AAMC Training Group Pty Ltd is a Registered Training Organisation that offers courses and qualifications in business, real estate, risk management, finance broking, financial planning, insurance broking, professional development, sales, marketing, WH&S and workplace training and assessment. 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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