must be achieved.
must be selected from elective unitsbelow.
The remaining may be selected from the elective units listed below, any endorsed Training Package or accredited course. of these may be selected from a Certificate IV qualification; of these may be chosen from a Diploma qualification.
Elective units must be relevant to the work outcome, local industry requirements and the qualification level.
Core units of competency:
FNSIBK405A Meet industry and legislative guidelines and organisational procedures relating to insurance broking
FNSIBK505A Undertake risk analysis for an insurance broking client
FNSIBK506A Monitor broking clients
FNSIBK507A Review broking client service performance
FNSIBK508A Implement changes to broking client’s insurance program
Elective units of competency:
FNSASIC305A Provide Tier 2 personal advice in general insurance
FNSASICM503A Provide Tier 1 personal advice in life insurance
FNSASICX503A Provide advice in Life Insurance
FNSASICY503A Provide advice in Insurance Broking
FNSCUS402A Resolve disputes
FNSCUS505A Determine client requirements and expectations
FNSCUS506A Record and implement client instructions
FNSIAD501A Provide appropriate services, advice and products to clients
FNSIBK403A Implement an agreed insurance program for a broking client
FNSIBK501B Provide general advice in general insurance broking products and services
FNSIBK502B Provide general advice in life insurance broking products and services
FNSIBK503B Provide personal advice in general insurance broking products and services
FNSIBK504B Provide personal advice in life insurance broking products and services
FNSIBK509A Identify and advise on significant risk changes to broking client insurances
FNSIBK510A Assess and negotiate complex risk portfolio for broker client at renewal
FNSIBK511A Review incidence of loss for broking clients
FNSIBK512A Negotiate complex claims settlement for insurance broking client
FNSINC501B Conduct product research to support recommendations
BSBCCO405A Survey stakeholders to gather and record information.
BSBRES401A Analyse and present research information
BSBSUS501A Develop workplace policy and procedures for sustainability