Request a call
1300 662 203
Are you looking to become compliant in Tier 1 Life Insurance – General Advice?
Kaplan Professional, a leading national provider of education in financial services offers the Kaplan Professional Tier 1 general advice in the Life Insurance specialist knowledge area.
This course introduces individuals to the concepts of personal risk management as they apply to retail clients and considers the participants, products and regulation within the insurance industry. The principles underpinning policy documentation, underwriting, risk appraisal and pricing are also covered, as are approaches to designing client recommendations using insurance products. Individuals may need to meet additional regulatory or licensee requirements before providing specific advice in these areas.
Please refer to the subject outline for more information:
Tier 1– Life Insurance- General Advice
$510 (GST exempt)
For additional study-related fees, please click here
Individuals have a total of 12 weeks to complete the learning and assessment requirements from their initial enrolment date.
An additional four weeks (4) per subject is available if required to resit an exam.
For a guide on the number of study hours for Professional Year formal training, click here.
Individuals enrolling into Tier 1 Life Insurance – General Advice will need to have met the Generic Knowledge entry requirements prior to enrolling into this course.
Individuals are also required to be aged 18 years or older to enrol into this course.
To meet the Generic Knowledge entry requirements for this course, you will need to demonstrate knowledge obtained through formal studies (completed within the last five years) of three of the four topic areas detailed below:
Topic 1: The Australian financial system and economic environment
Topic 2: Introduction to the Australian financial services industry and legislation
Topic 3: Investment asset classes and mortgage loans
Topic 4: General Insurance
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 firstname.lastname@example.org.
Recommended browsersYou can access KapLearn using any of the browsers below, but it runs best on the latest versions:
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:
To successfully complete this qualification, individuals will require basic computing skills. This may include:
Individuals are required to be aged 18 years or older to enrol in this subject.
You may enrol into this course at any time and begin studying immediately on enrolment.*
To enrol online, please follow these steps:
* If you have not previously completed Generic Knowledge, please ensure you enrol into this subject as it is a prerequisite of the Tier 1 knowledge areas.
This course is delivered online via Kaplan Professional’s learning management system KapLearn.
You will receive login details to KapLearn upon enrolment. When you log on to KapLearn you are able to access the subject notes, assessments, additional learning materials such as media, case studies, practice activities and your online tutor.
Assessments are accessed and submitted through KapLearn.
Corporate clients should contact our Corporate Solutions Representative on1300 662 203 to discuss face-to-face delivery options and how we can tailor our training to your business needs.
The assessments for each subject are listed below
Kaplan Professional exam venues
You can sit your exam while being supervised in your workplace or online via Zoom by your nominated supervisor. Click here to learn more.
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.
Access our refund policy
1300 662 203
1300 662 203