For Insurance Professionals, and Support People
As a member of the insurance industry, you want your clients to have confidence in you, your company and your staff.
Professional IQ college are aware of the requirements under the Financial Advisers Act and can provide learning to meet the expectations for Authorised, Registered and Qualifying Financial Advisers.
Many of our short courses
provide information that is relevant to anyone in the insurance industry including a large choice between product knowledge, general insurance legislation, and other Interpersonal or soft skills topics.
Staff in insurance companies can use these short courses to fill specific gaps in knowledge, which can be identified and recorded using the basic learning plan record in your PIQ dashboard.
Structured CPD points are offered on completion of all PIQ learning material, including the NZQA Qualifications.
Professional IQ also have the expertise to develop and deliver tailored training to suit your specific needs. We can even deliver and manage online your own content for your own staff.
New Zealand Certificate of Financial Services Level 4 - For staff not providing advice but involved in the Financial Services Industry this qualificaiton is suitable to provide an introduction into the regulatory environment. There are 2 strands - the Banking Strand, and the Insurance Strand.
New Zealand Certificate in Financial Services Level 5 -
Contains a core module with a choice of elective modules in order to satisfy the wider Financial Advice industry. For advisers in the insurance sector the recommendation is to complete the Core Knowledge Module, plus the appropriate strand - either the Fire and General or Life and Health.
The study material includes financial advice process, as well as a significant portion of generic learning covering Industry participants, products, principles and legislative and regulatory aspects.
Wherever you are within the world of insurance - whether general insurance, life and health insurance, company management or support - our insurance training programmes will give you the knowledge and the confidence to take the next step on the pathway to increased competency and professionalism.