The third in a series of Professional Qualifications for Insurance Brokers that specialises in the NZ context, policy wordings etc. The focus is on General & Business insurance including risk management and claims. The structure includes an elective module to give choice around management, soft skills or product knowledge topics. The Qualification is intended for:
- General Insurance brokers, Team Leaders and Management.
- Some insurance or financial services background, looking to upskill or seek leadership positions.
- Those with 3+ years’ broking or broker support experience.
The programme is flexible and includes some workshops and online short courses, with a primary focus on product knowledge and business skills. There are a range of levels within the programme to ensure that all students have at least a base level of skills and knowledge.
You should be able to complete the programme in 18-24 months. We allow a maximum of 30 days for each online component.
Study guides range from 20 - 70 pages depending on the topic, (most are 40-50 pages) and you should allow 30-130 minutes to complete each assessment, again depending on the topic and assessment method.
Workshops are typically one hour long, and held 2 times per year.
The programme is divided into 4 modules of which three are compulsory and one has some electives in. The elective product knowledge allows you to choose nine topics from either management module or business cover module, to suit your interest or business needs.
The four modules are:
- Core module
- Broker Practice
- Product knowledge
- Elective product knowledge/management
Workshops will be offered throughout the year and you will be notified when a particular workshop is available. Check the website for updates.