FNS41415 Certificate IV in General Insurance Do you already work or want to work in a customer service, claims, administrative or underwriting role in general insurance? Do you want a broader understanding of the general insurance industry? For more information, please refer to the course outlines > Enrol online > FNS41415 Certificate IV in General Insurance + Tier 2 Personal Advice General Insurance Do you want to work in an adviser or sales role giving financial advice for Tier 2 general insurance products? Do you need to be RG 146 compliant? Do you work in an underwriting role and want a deeper understanding of adviser and/or broker roles? Do you work in a claims or customer service role and want a broader understanding of the various roles in the general insurance industry? For more information, please refer to the course outlines > Call to enrol > FNS41415 Certificate IV in General Insurance + Tier 2 Personal Advice General Insurance + Tier 1 General Insurance Personal Advice Do you want to work in an adviser or sales role giving financial advice on Accident and Health products? Do you need to be RG 146 compliant? Do you work in an underwriting role and want a deeper understanding of adviser and/or broker roles? Do you want a broader understanding of the general insurance industry? For more information, please refer to the course outlines > Call to enrol >
Topics FNS41415 Certificate IV in General Insurance Topic 1: General insurance and the financial services industry Topic 2: General insurance products and services Topic 3: General insurance risk Topic 4: Work well with clients Topic 5: General insurance sales and distribution Topic 6: General insurance underwriting Topic 7: General insurance claims Tier 2 Personal Advice General Insurance Foundations of the Financial Services Industry Module 1.1 The financial system Module 1.2 The concept of advice Module 1.3 Economic factors General Advice General Insurance Module 2.1 Insurance overview Module 2.2 Domestic insurance products Module 2.3 Commercial insurance products Module 2.4 Responsibilities and resolving disputes Personal Advice General Insurance Module 2.5 Introduction to the general insurance advice process Module 2.6 The general insurance advice process Adviser Skills Workplace validation report (WVR) Tier 1 General Insurance Personal Advice Topic 1: Financial services industry Topic 2: General insurance products Topic 3: Work well with clients Topic 4: Managing disputes Topic 5: Tier 1 general advice – adviser skills Topic 6: Tier 1 personal advice – adviser skills Units of Competency FNS41415 Certificate IV in General Insurance Code Description Type Assessment FNSINC401 Apply principles of professional practice to work in the financial services industry Core Exam, Assignment FNSINC402 Develop and maintain in-depth knowledge of products and services used by an organisation Core Exam, Assignment BSBWHS201 Contribute to health and safety of self and others Core Assignment BSBLDR402 Lead effective workplace relationships Core Assignment FNSISV401 Evaluate risk for new business Elective Exam BSBCUS301 Deliver and monitor a service to customers Elective Assignment BSBCUS403 Implement customer service standards Elective Assignment FNSCUS402 Resolve disputes Elective Exam FNSSAM401 Sell financial products and services Elective Exam FNSISV402 Underwrite new business Elective Assignment FNSISV405 Analyse insurance claims Elective Assignment FNSISV406 Use specialist terminology in insurance claims Elective Assignment The 12 units of competency are awarded for the successful completion of the qualification; 4 core and 8 electives. For information on the units of competency see the course outline in the Course Overview tab. Tier 2 Personal Advice General Insurance^ Code Description Module Assessment FNSASIC301 Establish client relationship and analyse needs 1.1-1.3 2.1-2.6 Exams Workplace Validation Report See the subject outline for more information. FNSASIC302 Develop, present and negotiate client solutions FNSASIC304 Provide Tier 2 general advice in general insurance FNSASIC305 Provide Tier 2 personal advice in general insurance To provide Tier 2 Personal Advice in General Insurance: Individuals must successfully complete Foundations of the Financial Services Industry, General Advice General Insurance, Personal Advice General Insurance, exams and the Workplace Validation Report. There are 4 units of competency awarded for the successful completion of the course; 4 electives. For information on the units of competency see the course outline in the Course Overview tab. The Tier 2 and Tier 1 courses are optional and are not required for the FNS41415 Certificate IV in General Insurance qualification. Tier 1 General Insurance Personal Advice^ Code Description Type Assessment FNSASICO503 Provide Tier 1 general advice in general insurance Diploma elective Exam Assignment FNSASICN503 Provide Tier 1 general advice in general insurance Diploma elective Exam Assignment There are 2 units of competency awarded for the successful completion of the course; 2 electives. For information on the units of competency see the course outline in the Course Overview tab. The Tier 2 and Tier 1 courses are optional and are not required for the FNS41415 Certificate IV in General Insurance qualification . ^The Tier 2 and Tier 1 courses are optional and are not required for the FNS41415 Certificate IV in General Insurance qualification.
FNS41415 Certificate IV in General Insurance Individuals have a total of: 26 weeks to complete the learning and assessment requirements for FNS41415 Certificate IV in General Insurance from their initial activation date. An additional four (4) weeks resubmission time per subject, which will be granted if all assessment tasks have been attempted and the individual has been deemed not yet competent in one or more tasks. This time can be used to resubmit a written and oral assignment or resit an exam. Therefore, if an individual completes the learning and assessment, and the resubmission time in every subject is granted, the duration will be 30 weeks. The subject breakdown for this course is below: Subject Estimated duration CIVGI – FNS41415 Certificate IV in General Insurance 26 week course work 4 weeks resubmission time as outlined above The amount of training for this course may be up to 15 hours per week. The amount of training is the hours an individual can expect to spend to complete their course work and assessments. In addition to the amount of training, individuals who are new to industry or vocational training could need up to 5 hours per week known as unsupervised hours. These additional hours are for study skills or further research. For example, an individual not working in industry would need more time to review industry websites that are usually introduced in workplace compliance training. Individuals working in industry may be able to complete the course requirements in a shorter timeframe or less hours per week. Tier 2 Personal Advice General Insurance Individuals have a total of 90 days (or 13 weeks) to complete the learning and assessment requirements for each subject selected, from their initial enrolment date. The program does not include hard copy notes and is delivered online. Subjects in the course Duration T2PAGI – Tier 2 Personal Advice General Insurance 90 days (13 week) course work The amount of training for this course may be up to 15 hours per week. The amount of training is the hours a student can expect to spend to complete their course work and assessments. In addition to the amount of training, individuals who are new to industry or vocational training could need up to 5 hours per week known as unsupervised hours. These additional hours are for study skills or further research. For example, a student not working in industry would need more time to review industry websites that are usually introduced in workplace compliance training. Individuals working in industry may be able to complete the course requirements in a shorter timeframe or less hours per week. Tier 1 General Insurance Personal Advice Individuals have a total of: 12 weeks to complete the learning and assessment requirements for Tier 1 General Insurance Personal Advice from their initial activation date. An additional four (4) weeks resubmission time per subject, which will be granted if all assessment tasks have been attempted and the individual has been deemed not yet competent in one or more tasks. This time can be used to resubmit a written and oral assignment or resit an exam. Therefore, if an individual completes the learning and assessment, and the resubmission time in every subject is granted, the duration will be 16 weeks. The subject breakdown for this course is below: Subjects in the course Duration Tier1GIPA – Tier 1 General Insurance Personal Advice 12 week course work 4 weeks resubmission time as outlined above The amount of training for this course may be up to 15 hours per week. The amount of training is the hours an individual can expect to spend to complete their course work and assessments. In addition to the amount of training, individuals who are new to industry or vocational training could need up to 5 hours per week known as unsupervised hours. These additional hours are for study skills or further research. For example, a student not working in industry would need more time to review industry websites that are usually introduced in workplace compliance training. Individuals working in industry may be able to complete the course requirements in a shorter timeframe or less hours per week.
Language, Literacy and Numeracy (LLN) requirements This course requires you to read comprehensive learner workbooks, complete a range of written assessments, undertake independent research activities and at times engage in online forums and discussions. Furthermore, the delivery mode relies on the extensive use of written communication. If you have any doubts about whether you have the language, literacy and numeracy skills to undertake a Kaplan Professional program, we recommend you speak with our Student Services team on 1300 662 203 or email mail@kaplan.edu.au. Computing requirements Recommended browsersYou can access KapLearn using any of the browsers below, but it runs best on the latest versions: Firefox 3 or later Chrome 4 or later Safari 3 or later Internet Explorer You may find it helpful to have more than one browser installed on your computer. If you experience problems using Kaplan’s online learning system, try using another browser. Browser settings and supportFor the best user experience at Kaplan’s online learning system, select the following browser settings: enable cookies enable JavaScript do not block pop-up windows Audio recording app You will need to use a free or paid audio-recording app on your phone, tablet or computer to record and submit your oral assignment. Most devices come with a free built-in audio/voice-recording app. More information should be available in your device manual or on the device manufacturer’s website. Below are help links for some popular devices. Apple iOS Apple (mac OS) Samsung (Android) HTC (Android) Windows 10 Skill requirements To successfully complete this qualification, individuals will require basic computing skills. This may include: saving and editing Microsoft Office documents researching, accessing and searching the internet downloading and saving documents from websites uploading documents through websites making an audio recording using a smartphone, tablet or computer participating in online discussions
FNS41415 Certificate IV in General Insurance Assessments Detail 1 Exam Supervised, open book multiple choice examination, four (4) attempts. 1 Written and Oral Assignment Written and oral assignment — two (2) attempts • written — short answer questions, case studies • oral — oral questions and role play. The mode of oral assessment is by audio recording. Individuals will need to organise a volunteer to assist in the role play. Individuals may attempt the exam and/or submit their written and oral assignment at any time if they believe they are adequately prepared. Individuals must be deemed competent in all assessment items, including demonstrating competency in all of the exam questions, in order to be awarded their qualification or course. Individuals who complete the qualification will receive a qualification certificate. Tier 2 Personal Advice General Insurance The assessment tasks for this course are listed below. Units of competency are co-assessed by topic within course as follows. The units of competency are co-assessed as listed earlier in ‘Units of competency’. Module Assessments Detail Foundations of the Financial Services Industry 1 Exam Each module has one short exam: Type of exam: open book, multiple choice exam. Exam questions are randomised per person per sitting. Score required to pass this module: 100% Time limit: Unlimited Number of exam attempts allowed: Three (3) attempts at the exam before the module is reset and has to be redone. General Advice General Insurance 1 Exam Personal Advice General Insurance 1 Exam Adviser skills 1 WVR The Workplace Validation Report is the final assessment item. It is to be completed by the line manager or supervisor for each individual. If individuals are not working in industry, a roleplay with a Kaplan assessor will be conducted. Individuals may attempt the exams and/or WVR/role play at any time if they believe they are adequately prepared. Individuals must be deemed competent in all assessment items, including demonstrating competency in all of the exam questions, in order to be awarded their course. Individuals who complete the subject will receive a statement of attainment. Tier 1 General Insurance Personal Advice The assessment tasks for this course are listed below. Units of competency are co-assessed by topic within course as follows. The units of competency are co-assessed as listed earlier in ‘Units of competency’. Topic Assessments Detail Topics 1 – 5 1 Exam Supervised, open book multiple choice examination, four (4) attempts. Topics 1 – 6 1 Written and Oral Assignment Written and oral assignment — two (2) attempts • written — short answer questions, case studies • oral — oral questions and role play. The mode of oral assessment is by audio recording. Individuals will need to organise a volunteer to assist in the role play. Individuals may attempt the exam and/or submit their written and oral assignment at any time if they believe they are adequately prepared. Individuals must be deemed competent in all assessment items, including demonstrating competency in all of the exam questions, in order to be awarded their qualification or course. Individuals who complete the course will receive a statement of attainment.
FNS41415 Certificate IV in General Insurance Download a brochure Course overviewSubject informationFeesDurationEntry requirements Enrolment informationAssessmentPoliciesIndustry recognitionCourse overviewThe FNS41415 Certificate IV in General Insurance is for people who already work or want to work in the general insurance industry. This qualification has been developed for customer service, claims, administrative and underwriting roles. Individuals will learn about the foundations of risk and compliance. Based on these foundations, individuals will learn about products, selling, underwriting, claims, change and working well with clients. Individuals who successfully complete this course will be awarded the FNS41415 Certificate IV in General Insurance qualification. Individuals can choose to add on Tier 2 and Tier 1 General Insurance Personal Advice. The Tier 2 and Tier 1 courses meet the ASIC Regulatory Guide 146 (RG146) educational requirements for providing Tier 2 and Tier 1 financial product advice. Tier 2 and Tier 1 are not required for the FNS41415 Certificate IV in General Insurance qualification. FNS41415 Certificate IV in General Insurance Do you already work or want to work in a customer service, claims, administrative or underwriting role in general insurance? Do you want a broader understanding of the general insurance industry? For more information, please refer to the course outlines > Enrol online > FNS41415 Certificate IV in General Insurance + Tier 2 Personal Advice General Insurance Do you want to work in an adviser or sales role giving financial advice for Tier 2 general insurance products? Do you need to be RG 146 compliant? Do you work in an underwriting role and want a deeper understanding of adviser and/or broker roles? Do you work in a claims or customer service role and want a broader understanding of the various roles in the general insurance industry? For more information, please refer to the course outlines > Call to enrol > FNS41415 Certificate IV in General Insurance + Tier 2 Personal Advice General Insurance + Tier 1 General Insurance Personal Advice Do you want to work in an adviser or sales role giving financial advice on Accident and Health products? Do you need to be RG 146 compliant? Do you work in an underwriting role and want a deeper understanding of adviser and/or broker roles? Do you want a broader understanding of the general insurance industry? For more information, please refer to the course outlines > Call to enrol > Subject informationLearning outcomes On successful completion of this qualification, individuals should be able to: Apply legislation, regulation and procedures to general insurance job roles. Identify general insurance products and services and who they are suitable for. Understand the concepts of general insurance risk, underwriting and insurance policies Respond to client enquiries with client relationship management skills. Use client feedback to participate in continuous improvement processes. Understand the dispute resolution process and manage complaints. Understand the processes of receiving, assessing and deciding the outcome of general insurance claims. Seek assistance with complex specialist terminology. On successful completion of the Tier 2 Personal Advice General Insurance course, individuals should be able to: Understand how to provide Tier 2 general advice and personal advice in general insurance On successful completion of the Tier 1 General Insurance Personal Advice course, individuals should be able to: Understand how to provide Tier 1 general advice and personal advice in general insurance Note: The Tier 2 and Tier 1 courses are optional and are not required for the FNS41415 Certificate IV in General Insurance qualification. Topics FNS41415 Certificate IV in General Insurance Topic 1: General insurance and the financial services industry Topic 2: General insurance products and services Topic 3: General insurance risk Topic 4: Work well with clients Topic 5: General insurance sales and distribution Topic 6: General insurance underwriting Topic 7: General insurance claims Tier 2 Personal Advice General Insurance Foundations of the Financial Services Industry Module 1.1 The financial system Module 1.2 The concept of advice Module 1.3 Economic factors General Advice General Insurance Module 2.1 Insurance overview Module 2.2 Domestic insurance products Module 2.3 Commercial insurance products Module 2.4 Responsibilities and resolving disputes Personal Advice General Insurance Module 2.5 Introduction to the general insurance advice process Module 2.6 The general insurance advice process Adviser Skills Workplace validation report (WVR) Tier 1 General Insurance Personal Advice Topic 1: Financial services industry Topic 2: General insurance products Topic 3: Work well with clients Topic 4: Managing disputes Topic 5: Tier 1 general advice – adviser skills Topic 6: Tier 1 personal advice – adviser skills Units of Competency FNS41415 Certificate IV in General Insurance CodeDescription TypeAssessment FNSINC401Apply principles of professional practice to work in the financial services industryCoreExam, Assignment FNSINC402Develop and maintain in-depth knowledge of products and services used by an organisationCoreExam, Assignment BSBWHS201Contribute to health and safety of self and othersCoreAssignment BSBLDR402Lead effective workplace relationshipsCoreAssignment FNSISV401Evaluate risk for new businessElectiveExam BSBCUS301Deliver and monitor a service to customersElectiveAssignment BSBCUS403Implement customer service standardsElectiveAssignment FNSCUS402Resolve disputesElectiveExam FNSSAM401Sell financial products and servicesElectiveExam FNSISV402Underwrite new businessElectiveAssignment FNSISV405Analyse insurance claimsElectiveAssignment FNSISV406Use specialist terminology in insurance claimsElectiveAssignment The 12 units of competency are awarded for the successful completion of the qualification; 4 core and 8 electives. For information on the units of competency see the course outline in the Course Overview tab. Tier 2 Personal Advice General Insurance^ CodeDescription ModuleAssessment FNSASIC301Establish client relationship and analyse needs1.1-1.3 2.1-2.6Exams Workplace Validation Report See the subject outline for more information. FNSASIC302Develop, present and negotiate client solutions FNSASIC304Provide Tier 2 general advice in general insurance FNSASIC305Provide Tier 2 personal advice in general insurance To provide Tier 2 Personal Advice in General Insurance: Individuals must successfully complete Foundations of the Financial Services Industry, General Advice General Insurance, Personal Advice General Insurance, exams and the Workplace Validation Report. There are 4 units of competency awarded for the successful completion of the course; 4 electives. For information on the units of competency see the course outline in the Course Overview tab. The Tier 2 and Tier 1 courses are optional and are not required for the FNS41415 Certificate IV in General Insurance qualification. Tier 1 General Insurance Personal Advice^ CodeDescription TypeAssessment FNSASICO503Provide Tier 1 general advice in general insuranceDiploma electiveExam Assignment FNSASICN503Provide Tier 1 general advice in general insuranceDiploma electiveExam Assignment There are 2 units of competency awarded for the successful completion of the course; 2 electives. For information on the units of competency see the course outline in the Course Overview tab. The Tier 2 and Tier 1 courses are optional and are not required for the FNS41415 Certificate IV in General Insurance qualification . ^The Tier 2 and Tier 1 courses are optional and are not required for the FNS41415 Certificate IV in General Insurance qualification. FeesFNS41415 Certificate IV in General Insurance: $650 FNS41415 Certificate IV in General Insurance + Tier 2: $800 FNS41415 Certificate IV in General Insurance + Tier 2 + Tier 1: $955 For additional study-related fees, please click here. Duration FNS41415 Certificate IV in General Insurance Individuals have a total of: 26 weeks to complete the learning and assessment requirements for FNS41415 Certificate IV in General Insurance from their initial activation date. An additional four (4) weeks resubmission time per subject, which will be granted if all assessment tasks have been attempted and the individual has been deemed not yet competent in one or more tasks. This time can be used to resubmit a written and oral assignment or resit an exam. Therefore, if an individual completes the learning and assessment, and the resubmission time in every subject is granted, the duration will be 30 weeks. The subject breakdown for this course is below: SubjectEstimated duration CIVGI - FNS41415 Certificate IV in General Insurance26 week course work 4 weeks resubmission time as outlined above The amount of training for this course may be up to 15 hours per week. The amount of training is the hours an individual can expect to spend to complete their course work and assessments. In addition to the amount of training, individuals who are new to industry or vocational training could need up to 5 hours per week known as unsupervised hours. These additional hours are for study skills or further research. For example, an individual not working in industry would need more time to review industry websites that are usually introduced in workplace compliance training. Individuals working in industry may be able to complete the course requirements in a shorter timeframe or less hours per week. Tier 2 Personal Advice General Insurance Individuals have a total of 90 days (or 13 weeks) to complete the learning and assessment requirements for each subject selected, from their initial enrolment date. The program does not include hard copy notes and is delivered online. Subjects in the courseDuration T2PAGI – Tier 2 Personal Advice General Insurance90 days (13 week) course work The amount of training for this course may be up to 15 hours per week. The amount of training is the hours a student can expect to spend to complete their course work and assessments. In addition to the amount of training, individuals who are new to industry or vocational training could need up to 5 hours per week known as unsupervised hours. These additional hours are for study skills or further research. For example, a student not working in industry would need more time to review industry websites that are usually introduced in workplace compliance training. Individuals working in industry may be able to complete the course requirements in a shorter timeframe or less hours per week. Tier 1 General Insurance Personal Advice Individuals have a total of: 12 weeks to complete the learning and assessment requirements for Tier 1 General Insurance Personal Advice from their initial activation date. An additional four (4) weeks resubmission time per subject, which will be granted if all assessment tasks have been attempted and the individual has been deemed not yet competent in one or more tasks. This time can be used to resubmit a written and oral assignment or resit an exam. Therefore, if an individual completes the learning and assessment, and the resubmission time in every subject is granted, the duration will be 16 weeks. The subject breakdown for this course is below: Subjects in the courseDuration Tier1GIPA - Tier 1 General Insurance Personal Advice12 week course work 4 weeks resubmission time as outlined above The amount of training for this course may be up to 15 hours per week. The amount of training is the hours an individual can expect to spend to complete their course work and assessments. In addition to the amount of training, individuals who are new to industry or vocational training could need up to 5 hours per week known as unsupervised hours. These additional hours are for study skills or further research. For example, a student not working in industry would need more time to review industry websites that are usually introduced in workplace compliance training. Individuals working in industry may be able to complete the course requirements in a shorter timeframe or less hours per week. Entry requirements Educational Requirements There are no entry requirements for FNS41415 Certificate IV in General Insurance. Individuals are required to be aged 18 years or older to enrol in this course. Language, Literacy and Numeracy (LLN) requirements This course requires you to read comprehensive learner workbooks, complete a range of written assessments, undertake independent research activities and at times engage in online forums and discussions. Furthermore, the delivery mode relies on the extensive use of written communication. If you have any doubts about whether you have the language, literacy and numeracy skills to undertake a Kaplan Professional program, we recommend you speak with our Student Services team on 1300 662 203 or email mail@kaplan.edu.au. Computing requirements Recommended browsersYou can access KapLearn using any of the browsers below, but it runs best on the latest versions: Firefox 3 or later Chrome 4 or later Safari 3 or later Internet Explorer You may find it helpful to have more than one browser installed on your computer. If you experience problems using Kaplan’s online learning system, try using another browser. Browser settings and supportFor the best user experience at Kaplan’s online learning system, select the following browser settings: enable cookies enable JavaScript do not block pop-up windows Audio recording app You will need to use a free or paid audio-recording app on your phone, tablet or computer to record and submit your oral assignment. Most devices come with a free built-in audio/voice-recording app. More information should be available in your device manual or on the device manufacturer’s website. Below are help links for some popular devices. Apple iOS Apple (mac OS) Samsung (Android) HTC (Android) Windows 10 Skill requirements To successfully complete this qualification, individuals will require basic computing skills. This may include: saving and editing Microsoft Office documents researching, accessing and searching the internet downloading and saving documents from websites uploading documents through websites making an audio recording using a smartphone, tablet or computer participating in online discussions Enrolment informationEnrolment You may enrol at any time and begin studying immediately on enrolment. Enrol now > Note: The Tier 2 and Tier 1 courses are optional and are not required for the FNS41415 Certificate IV in General Insurance qualification. Delivery This course is delivered online. Kaplan’s online learning portal, KapLearn, enables the provision of innovative, interactive learning resources and support. KapLearn can be accessed anywhere at any time using a computer or mobile device that has internet access. Students are also provided with hard copy subject notes for their reference. KapLearn is the access point for subject notes, supplementary learning material, practice activities and assessments. KapLearn is also the access point for ongoing support. The ‘Ask your tutor’ forum provides continuous technical support from subject matter experts. Recognition of Prior Learning (RPL) Individuals may be able to obtain Recognition of Prior Learning (RPL) for a Kaplan award subject based on their previous study and/or work experience. To do this, individuals must submit evidence that demonstrates they have already met the requirements of the subject through these other means. Evidence can take many forms, such as information about approved study, information about work experience, certificates, transcripts or other credentials. To find out if you are eligible for RPL, refer to our Credit Transfer and Recognition of Prior Learning (RPL) page. Pathways Students can progress to the FNS5115 Diploma of General Insurance. The FNS41415 Certificate IV in General Insurance includes units of competency from the FNS5115 General Insurance. AssessmentThe assessment tasks for this course are listed below. Units of competency are co-assessed by topic within course as follows. The units of competency are co-assessed as listed earlier in ‘Units of competency’. FNS41415 Certificate IV in General Insurance AssessmentsDetail 1 ExamSupervised, open book multiple choice examination, four (4) attempts. 1 Written and Oral AssignmentWritten and oral assignment — two (2) attempts • written — short answer questions, case studies • oral — oral questions and role play. The mode of oral assessment is by audio recording. Individuals will need to organise a volunteer to assist in the role play. Individuals may attempt the exam and/or submit their written and oral assignment at any time if they believe they are adequately prepared. Individuals must be deemed competent in all assessment items, including demonstrating competency in all of the exam questions, in order to be awarded their qualification or course. Individuals who complete the qualification will receive a qualification certificate. Tier 2 Personal Advice General Insurance The assessment tasks for this course are listed below. Units of competency are co-assessed by topic within course as follows. The units of competency are co-assessed as listed earlier in ‘Units of competency’. ModuleAssessmentsDetail Foundations of the Financial Services Industry1 ExamEach module has one short exam: Type of exam: open book, multiple choice exam. Exam questions are randomised per person per sitting. Score required to pass this module: 100% Time limit: Unlimited Number of exam attempts allowed: Three (3) attempts at the exam before the module is reset and has to be redone. General Advice General Insurance1 Exam Personal Advice General Insurance1 Exam Adviser skills1 WVRThe Workplace Validation Report is the final assessment item. It is to be completed by the line manager or supervisor for each individual. If individuals are not working in industry, a roleplay with a Kaplan assessor will be conducted. Individuals may attempt the exams and/or WVR/role play at any time if they believe they are adequately prepared. Individuals must be deemed competent in all assessment items, including demonstrating competency in all of the exam questions, in order to be awarded their course. Individuals who complete the subject will receive a statement of attainment. Tier 1 General Insurance Personal Advice The assessment tasks for this course are listed below. Units of competency are co-assessed by topic within course as follows. The units of competency are co-assessed as listed earlier in ‘Units of competency’. TopicAssessmentsDetail Topics 1 - 51 ExamSupervised, open book multiple choice examination, four (4) attempts. Topics 1 - 61 Written and Oral AssignmentWritten and oral assignment — two (2) attempts • written — short answer questions, case studies • oral — oral questions and role play. The mode of oral assessment is by audio recording. Individuals will need to organise a volunteer to assist in the role play. Individuals may attempt the exam and/or submit their written and oral assignment at any time if they believe they are adequately prepared. Individuals must be deemed competent in all assessment items, including demonstrating competency in all of the exam questions, in order to be awarded their qualification or course. Individuals who complete the course will receive a statement of attainment. To learn more about what to expect when completing an oral assignment using audio please click here. Refer to the subject outline for more information. PoliciesStudent policies Individuals who enrol in a Kaplan Professional course are bound by our published policies, including the policy that sets out our rules for assessment. Individuals can review these policies here. The policies also assist individuals when their study program does not go as planned and they need extra support. Terms and Conditions Click here to access our terms and conditions. Refund Policy Access our refund policy Industry recognitionIf you wish to apply for CPD points so that your Kaplan insurance course counts towards your membership with the relevant industry body, you will need to supply the industry body with a copy of your transcript listing the units of competency. 1300 662 203 Ask a question First and Last Name* First Last Phone*Email* State*StateACTNSWNTQLDSATASVICWAInternationalWhen would you like to start studying?*When would you like to start studying?Ready nowI'd like to start within 3-6 monthsI'd like to start within 6-12 monthsI'm just gathering information at this stageAsk a question (optional)Consent* I confirm the details entered above are correct and consent to Kaplan Professional using and handling my personal information in accordance with its privacy policy.*EmailThis field is for validation purposes and should be left unchanged. 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FNS41415 Certificate IV in General Insurance Do you already work or want to work in a customer service, claims, administrative or underwriting role in general insurance? Do you want a broader understanding of the general insurance industry? For more information, please refer to the course outlines > Enrol online > FNS41415 Certificate IV in General Insurance + Tier 2 Personal Advice General Insurance Do you want to work in an adviser or sales role giving financial advice for Tier 2 general insurance products? Do you need to be RG 146 compliant? Do you work in an underwriting role and want a deeper understanding of adviser and/or broker roles? Do you work in a claims or customer service role and want a broader understanding of the various roles in the general insurance industry? For more information, please refer to the course outlines > Call to enrol > FNS41415 Certificate IV in General Insurance + Tier 2 Personal Advice General Insurance + Tier 1 General Insurance Personal Advice Do you want to work in an adviser or sales role giving financial advice on Accident and Health products? Do you need to be RG 146 compliant? Do you work in an underwriting role and want a deeper understanding of adviser and/or broker roles? Do you want a broader understanding of the general insurance industry? For more information, please refer to the course outlines > Call to enrol >
Topics FNS41415 Certificate IV in General Insurance Topic 1: General insurance and the financial services industry Topic 2: General insurance products and services Topic 3: General insurance risk Topic 4: Work well with clients Topic 5: General insurance sales and distribution Topic 6: General insurance underwriting Topic 7: General insurance claims Tier 2 Personal Advice General Insurance Foundations of the Financial Services Industry Module 1.1 The financial system Module 1.2 The concept of advice Module 1.3 Economic factors General Advice General Insurance Module 2.1 Insurance overview Module 2.2 Domestic insurance products Module 2.3 Commercial insurance products Module 2.4 Responsibilities and resolving disputes Personal Advice General Insurance Module 2.5 Introduction to the general insurance advice process Module 2.6 The general insurance advice process Adviser Skills Workplace validation report (WVR) Tier 1 General Insurance Personal Advice Topic 1: Financial services industry Topic 2: General insurance products Topic 3: Work well with clients Topic 4: Managing disputes Topic 5: Tier 1 general advice – adviser skills Topic 6: Tier 1 personal advice – adviser skills Units of Competency FNS41415 Certificate IV in General Insurance CodeDescription TypeAssessment FNSINC401Apply principles of professional practice to work in the financial services industryCoreExam, Assignment FNSINC402Develop and maintain in-depth knowledge of products and services used by an organisationCoreExam, Assignment BSBWHS201Contribute to health and safety of self and othersCoreAssignment BSBLDR402Lead effective workplace relationshipsCoreAssignment FNSISV401Evaluate risk for new businessElectiveExam BSBCUS301Deliver and monitor a service to customersElectiveAssignment BSBCUS403Implement customer service standardsElectiveAssignment FNSCUS402Resolve disputesElectiveExam FNSSAM401Sell financial products and servicesElectiveExam FNSISV402Underwrite new businessElectiveAssignment FNSISV405Analyse insurance claimsElectiveAssignment FNSISV406Use specialist terminology in insurance claimsElectiveAssignment The 12 units of competency are awarded for the successful completion of the qualification; 4 core and 8 electives. For information on the units of competency see the course outline in the Course Overview tab. Tier 2 Personal Advice General Insurance^ CodeDescription ModuleAssessment FNSASIC301Establish client relationship and analyse needs1.1-1.3 2.1-2.6Exams Workplace Validation Report See the subject outline for more information. FNSASIC302Develop, present and negotiate client solutions FNSASIC304Provide Tier 2 general advice in general insurance FNSASIC305Provide Tier 2 personal advice in general insurance To provide Tier 2 Personal Advice in General Insurance: Individuals must successfully complete Foundations of the Financial Services Industry, General Advice General Insurance, Personal Advice General Insurance, exams and the Workplace Validation Report. There are 4 units of competency awarded for the successful completion of the course; 4 electives. For information on the units of competency see the course outline in the Course Overview tab. The Tier 2 and Tier 1 courses are optional and are not required for the FNS41415 Certificate IV in General Insurance qualification. Tier 1 General Insurance Personal Advice^ CodeDescription TypeAssessment FNSASICO503Provide Tier 1 general advice in general insuranceDiploma electiveExam Assignment FNSASICN503Provide Tier 1 general advice in general insuranceDiploma electiveExam Assignment There are 2 units of competency awarded for the successful completion of the course; 2 electives. For information on the units of competency see the course outline in the Course Overview tab. The Tier 2 and Tier 1 courses are optional and are not required for the FNS41415 Certificate IV in General Insurance qualification . ^The Tier 2 and Tier 1 courses are optional and are not required for the FNS41415 Certificate IV in General Insurance qualification.
FNS41415 Certificate IV in General Insurance Individuals have a total of: 26 weeks to complete the learning and assessment requirements for FNS41415 Certificate IV in General Insurance from their initial activation date. An additional four (4) weeks resubmission time per subject, which will be granted if all assessment tasks have been attempted and the individual has been deemed not yet competent in one or more tasks. This time can be used to resubmit a written and oral assignment or resit an exam. Therefore, if an individual completes the learning and assessment, and the resubmission time in every subject is granted, the duration will be 30 weeks. The subject breakdown for this course is below: SubjectEstimated duration CIVGI - FNS41415 Certificate IV in General Insurance26 week course work 4 weeks resubmission time as outlined above The amount of training for this course may be up to 15 hours per week. The amount of training is the hours an individual can expect to spend to complete their course work and assessments. In addition to the amount of training, individuals who are new to industry or vocational training could need up to 5 hours per week known as unsupervised hours. These additional hours are for study skills or further research. For example, an individual not working in industry would need more time to review industry websites that are usually introduced in workplace compliance training. Individuals working in industry may be able to complete the course requirements in a shorter timeframe or less hours per week. Tier 2 Personal Advice General Insurance Individuals have a total of 90 days (or 13 weeks) to complete the learning and assessment requirements for each subject selected, from their initial enrolment date. The program does not include hard copy notes and is delivered online. Subjects in the courseDuration T2PAGI – Tier 2 Personal Advice General Insurance90 days (13 week) course work The amount of training for this course may be up to 15 hours per week. The amount of training is the hours a student can expect to spend to complete their course work and assessments. In addition to the amount of training, individuals who are new to industry or vocational training could need up to 5 hours per week known as unsupervised hours. These additional hours are for study skills or further research. For example, a student not working in industry would need more time to review industry websites that are usually introduced in workplace compliance training. Individuals working in industry may be able to complete the course requirements in a shorter timeframe or less hours per week. Tier 1 General Insurance Personal Advice Individuals have a total of: 12 weeks to complete the learning and assessment requirements for Tier 1 General Insurance Personal Advice from their initial activation date. An additional four (4) weeks resubmission time per subject, which will be granted if all assessment tasks have been attempted and the individual has been deemed not yet competent in one or more tasks. This time can be used to resubmit a written and oral assignment or resit an exam. Therefore, if an individual completes the learning and assessment, and the resubmission time in every subject is granted, the duration will be 16 weeks. The subject breakdown for this course is below: Subjects in the courseDuration Tier1GIPA - Tier 1 General Insurance Personal Advice12 week course work 4 weeks resubmission time as outlined above The amount of training for this course may be up to 15 hours per week. The amount of training is the hours an individual can expect to spend to complete their course work and assessments. In addition to the amount of training, individuals who are new to industry or vocational training could need up to 5 hours per week known as unsupervised hours. These additional hours are for study skills or further research. For example, a student not working in industry would need more time to review industry websites that are usually introduced in workplace compliance training. Individuals working in industry may be able to complete the course requirements in a shorter timeframe or less hours per week.
Language, Literacy and Numeracy (LLN) requirements This course requires you to read comprehensive learner workbooks, complete a range of written assessments, undertake independent research activities and at times engage in online forums and discussions. Furthermore, the delivery mode relies on the extensive use of written communication. If you have any doubts about whether you have the language, literacy and numeracy skills to undertake a Kaplan Professional program, we recommend you speak with our Student Services team on 1300 662 203 or email mail@kaplan.edu.au. Computing requirements Recommended browsersYou can access KapLearn using any of the browsers below, but it runs best on the latest versions: Firefox 3 or later Chrome 4 or later Safari 3 or later Internet Explorer You may find it helpful to have more than one browser installed on your computer. If you experience problems using Kaplan’s online learning system, try using another browser. Browser settings and supportFor the best user experience at Kaplan’s online learning system, select the following browser settings: enable cookies enable JavaScript do not block pop-up windows Audio recording app You will need to use a free or paid audio-recording app on your phone, tablet or computer to record and submit your oral assignment. Most devices come with a free built-in audio/voice-recording app. More information should be available in your device manual or on the device manufacturer’s website. Below are help links for some popular devices. Apple iOS Apple (mac OS) Samsung (Android) HTC (Android) Windows 10 Skill requirements To successfully complete this qualification, individuals will require basic computing skills. This may include: saving and editing Microsoft Office documents researching, accessing and searching the internet downloading and saving documents from websites uploading documents through websites making an audio recording using a smartphone, tablet or computer participating in online discussions
FNS41415 Certificate IV in General Insurance AssessmentsDetail 1 ExamSupervised, open book multiple choice examination, four (4) attempts. 1 Written and Oral AssignmentWritten and oral assignment — two (2) attempts • written — short answer questions, case studies • oral — oral questions and role play. The mode of oral assessment is by audio recording. Individuals will need to organise a volunteer to assist in the role play. Individuals may attempt the exam and/or submit their written and oral assignment at any time if they believe they are adequately prepared. Individuals must be deemed competent in all assessment items, including demonstrating competency in all of the exam questions, in order to be awarded their qualification or course. Individuals who complete the qualification will receive a qualification certificate. Tier 2 Personal Advice General Insurance The assessment tasks for this course are listed below. Units of competency are co-assessed by topic within course as follows. The units of competency are co-assessed as listed earlier in ‘Units of competency’. ModuleAssessmentsDetail Foundations of the Financial Services Industry1 ExamEach module has one short exam: Type of exam: open book, multiple choice exam. Exam questions are randomised per person per sitting. Score required to pass this module: 100% Time limit: Unlimited Number of exam attempts allowed: Three (3) attempts at the exam before the module is reset and has to be redone. General Advice General Insurance1 Exam Personal Advice General Insurance1 Exam Adviser skills1 WVRThe Workplace Validation Report is the final assessment item. It is to be completed by the line manager or supervisor for each individual. If individuals are not working in industry, a roleplay with a Kaplan assessor will be conducted. Individuals may attempt the exams and/or WVR/role play at any time if they believe they are adequately prepared. Individuals must be deemed competent in all assessment items, including demonstrating competency in all of the exam questions, in order to be awarded their course. Individuals who complete the subject will receive a statement of attainment. Tier 1 General Insurance Personal Advice The assessment tasks for this course are listed below. Units of competency are co-assessed by topic within course as follows. The units of competency are co-assessed as listed earlier in ‘Units of competency’. TopicAssessmentsDetail Topics 1 - 51 ExamSupervised, open book multiple choice examination, four (4) attempts. Topics 1 - 61 Written and Oral AssignmentWritten and oral assignment — two (2) attempts • written — short answer questions, case studies • oral — oral questions and role play. The mode of oral assessment is by audio recording. Individuals will need to organise a volunteer to assist in the role play. Individuals may attempt the exam and/or submit their written and oral assignment at any time if they believe they are adequately prepared. Individuals must be deemed competent in all assessment items, including demonstrating competency in all of the exam questions, in order to be awarded their qualification or course. Individuals who complete the course will receive a statement of attainment.
