Completing both of these modules will gain you the qualification.
Core Knowledge
This module provides an understanding of professionalism required in the financial services industry. Enabling graduates to gain an understanding of the wider financial services environment and the legislation and regulations that impact participants economically and financially whilst delivering financial advice services. This module plus one elective makes up the strand.
Life, Disability, and Health Insurance
This module provides an understanding of the risk management concepts and legislative and regulatory environment associated with life, disability and health insurance. Enabling graduates to gain a broad understanding of products, services and the development of solutions to a range of insurance needs using an appropriate six-step advice process.
Demonstrate and apply knowledge of financial services legislation, good conduct, professionalism, and Six Step Process
Demonstrate and apply knowledge of the financial services sector to provide financial advice solutions
Demonstrate and apply knowledge of key factors in the economic environment to provide financial advice solutions
Interpret and explain provisions in the regulatory framework in a financial advice services context
Demonstrate and apply knowledge of the life, disability, and health insurance services environment and concepts
Gather and analyse information to determine client life, disability, and health insurance needs
Apply knowledge of life, disability, and health insurance products and services to meet client needs.
Demonstrate and apply knowledge of the administrative processes required to provide life, disability and health insurance services
Provide advice in a life, disability, and health insurance context using the Six Step Process