Subjects

Total number of units = 13

2 core units plus

11 elective units

The elective units consist of:

8 from the electives below.

Of the remaining 3 units:

up to 3 may be from the electives

up to 3 may be from a Certificate III, Certificate IV or Diploma in any endorsed training package or accredited course.

The elective units chosen must be relevant to the work outcome and meet local industry needs.

Core Units

add topic FNSINC301 Work effectively in the financial services industry

add topic FNSILF403 Develop and maintain in-depth knowledge of products and services used by the life insurance sector

Elective Units

add topic BSBCMM301 Process customer complaints

add topic FNSCMP501 Comply with financial services legislation

add topic FNSCUS301 Respond to customer enquiries

add topic FNSCUS402 Resolve disputes

add topic FNSCUS403 Deliver a professional service to customers

add topic FNSILF302 Process a life insurance application

add topic FNSILF303 Issue a life insurance policy

add topic FNSILF401 Contribute to the life risk underwriting process

add topic FNSILF404 Process policy alterations and assignments

add topic FNSILF405 Receive and evaluate life insurance claims

add topic FNSILF406 Collect and manage information to facilitate claims assessment

add topic FNSILF407 Settle life insurance claims

add topic FNSILF408 Process life insurance maturity and surrender payments

add topic FNSISV406 Use specialist terminology in insurance claims

add topic FNSISV407 Use medical terminology in an insurance context


Entry Requirements

Nil.