Subjects

Total number of units = 10

7 core units plus

3 elective units

The elective units consist of:

2 from the electives below

The remaining unit may be from:

the electives below, or

a Diploma in any currently 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 FNSIBK406 Deliver professional insurance broking services

add topic FNSIBK507 Review service performance

add topic FNSIBK508 Implement changes to broking client's insurance program

add topic FNSIBK512 Negotiate complex claims settlement for insurance broking client

add topic FNSIBK513 Prepare submission for new business

add topic FNSIBK514 Manage complex risk portfolio for a broking client

add topic FNSIBK515 Monitor broking client requirements and establish loss control programs

Elective Units

ASIC Tier 1

add topic FNSASICY503 *Provide advice in insurance broking

Customer service and sales

add topic BSBCUS501 Manage quality customer service

add topic BSBMKG501 Identify and evaluate marketing opportunities

add topic FNSCUS504 Manage premium customer relationships

add topic FNSINC402 Develop and maintain in-depth knowledge of products and services used by an organisation or sector

add topic FNSSAM501 Apply advanced selling techniques to selling of financial products and services

add topic FNSSAM502 Assess market needs

add topic FNSSAM503 Monitor market opportunities

Finance

add topic BSBFIM501 Manage budgets and financial plans

Information management

add topic BSBRES401 Analyse and present research information

add topic BSBINM501 Manage an information or knowledge management system

Operations

add topic BSBCOM503 Develop processes for the management of breaches in compliance requirements

add topic BSBMGT516 Facilitate continuous improvement

add topic BSBMGT517 Manage operational plan

Risk management

add topic BSBRSK501 Manage risk

add topic FNSRSK501 Undertake risk identification

add topic FNSRSK502 Assess risks

add topic FNSINC602 Interpret and use financial statistics and tools

Team and organisation

add topic BSBWOR501 Manage personal work priorities and professional development

add topic BSBWOR502 Lead and manage team effectiveness

add topic BSBMGT502 Manage people performance

add topic BSBSLS502 Lead and manage a sales team

*Note the following prerequisite unit requirements:

Unit in this qualification

Prerequisite unit

add topic FNSASICY503 Provide advice in insurance broking

add topic FNSIBK406 Deliver professional insurance broking services

add topic FNSIBK508 Implement changes to broking clients insurance program

add topic FNSIBK513 Prepare submission for new business


Entry Requirements

Nil.