This subject focuses comprehensively on the personal and business risk insurance market in Australia. It examines the design and structure of a range of personal, business and general insurance products.
The subject is designed to build advice capability in risk management strategies for retail clients and small businesses.
This subject covers basic practical and personal skills necessary to establish and maintain client relationships.
At the completion of this subject students should be able to:
| Topic | Title |
|---|---|
| Topic 1 | Introduction to risk management |
| Topic 2 | Insurance and risk |
| Topic 3 | Regulation of the insurance industry |
| Topic 4 | Life insurance |
| Topic 5 | Taxation |
| Topic 6 | Insurance advice |
| Topic 7 | General insurance |
| Topic 8 | Mandated and health insurance |
| Topic 9 | Policy documentation and claims |
Prefer to attend face-to-face classes?
Take advantage of the benefits of blended learning by attending weekly face-to-face lectures or a series of three intensive workshops.*
Weekly lectures
A series of lectures will be conducted over the study period for subjects FPC001 Economic, Legal and Ethical Context for Financial Planning, FPC002 Applied Financial Planning, FPC003 Superannuation and Retirement Advice and FPC004 Insurance Advice. Face-to-face lectures will be progressively rolled out for further subjects throughout 2018. Each two-hour lecture will focus on specific topics, giving you the flexibility to pick and choose which lectures to attend. Weekly lectures will be held at a central Sydney CBD location and will also be live streamed online via webinar if you are located in another city or unable to attend in person. Recorded versions of each webinar will also be made available.
Intensive workshops
A series of three intensive workshops will be offered throughout the study period for subjects FPC001 Economic, Legal and Ethical Context for Financial Planning, FPC002 Applied Financial Planning, FPC003 Superannuation and Retirement Advice and FPC004 Insurance Advice. Intensive workshops will be progressively rolled out for further subjects throughout 2018. Each full-day workshop will be offered from central Sydney, Melbourne and Brisbane CBD locations and will cover multiple topics.
Lectures and workshops are hosted by a leading industry practitioner and will complement online study materials by focusing on key concepts using practical examples. Not only will this provide you with practical application of theory and knowledge, you’ll also have the opportunity to interact with other individuals in your cohort to discuss current and topical affairs.
Expect to benefit from:
You can register for lectures or intensive workshops at no additional charge, once successfully enrolled in subjects FPC001 Economic, Legal and Ethical Context for Financial Planning, FPC002 Applied Financial Planning, FPC003 Superannuation and Retirement Advice or FPC004 Insurance Advice.
* Face-to-face lectures and workshops are offered for subjects FPC001, FPC002, FPC003 and FPC004 only. Weekly face-to-face lectures are offered in Sydney CBD only. Lectures and workshops are offered for Study Period 3 2018 and are subject to change for the remainder of 2018. Attendance is not compulsory.
| Assessment Type | Assessed | Weighting |
|---|---|---|
| Assignment 1 | Week 5 | 20% |
| Assignment 2 | Week 8 | 40% |
| Examination | Week 12 | 40% |
Kaplan recommends that you complete the following Kaplan Online subject prior to enrolling in this unit:
Prescribed Text
Retailers of educational books include Co-op Bookshop and Boffins Bookshop. Texts can also be borrowed from the Kaplan library or other libraries. Details of required and further reading are provided in the subject room. Purchase of any text other than a prescribed text is not required.
At the completion of this subject students should be able to:
| Topic | Title |
|---|---|
| Topic 1 | Introduction to risk management |
| Topic 2 | Insurance and risk |
| Topic 3 | Regulation of the insurance industry |
| Topic 4 | Life insurance |
| Topic 5 | Taxation |
| Topic 6 | Insurance advice |
| Topic 7 | General insurance |
| Topic 8 | Mandated and health insurance |
| Topic 9 | Policy documentation and claims |
Prefer to attend face-to-face classes?
Take advantage of the benefits of blended learning by attending weekly face-to-face lectures or a series of three intensive workshops.*
Weekly lectures
A series of lectures will be conducted over the study period for subjects FPC001 Economic, Legal and Ethical Context for Financial Planning, FPC002 Applied Financial Planning, FPC003 Superannuation and Retirement Advice and FPC004 Insurance Advice. Face-to-face lectures will be progressively rolled out for further subjects throughout 2018. Each two-hour lecture will focus on specific topics, giving you the flexibility to pick and choose which lectures to attend. Weekly lectures will be held at a central Sydney CBD location and will also be live streamed online via webinar if you are located in another city or unable to attend in person. Recorded versions of each webinar will also be made available.
Intensive workshops
A series of three intensive workshops will be offered throughout the study period for subjects FPC001 Economic, Legal and Ethical Context for Financial Planning, FPC002 Applied Financial Planning, FPC003 Superannuation and Retirement Advice and FPC004 Insurance Advice. Intensive workshops will be progressively rolled out for further subjects throughout 2018. Each full-day workshop will be offered from central Sydney, Melbourne and Brisbane CBD locations and will cover multiple topics.
Lectures and workshops are hosted by a leading industry practitioner and will complement online study materials by focusing on key concepts using practical examples. Not only will this provide you with practical application of theory and knowledge, you’ll also have the opportunity to interact with other individuals in your cohort to discuss current and topical affairs.
Expect to benefit from:
You can register for lectures or intensive workshops at no additional charge, once successfully enrolled in subjects FPC001 Economic, Legal and Ethical Context for Financial Planning, FPC002 Applied Financial Planning, FPC003 Superannuation and Retirement Advice or FPC004 Insurance Advice.
* Face-to-face lectures and workshops are offered for subjects FPC001, FPC002, FPC003 and FPC004 only. Weekly face-to-face lectures are offered in Sydney CBD only. Lectures and workshops are offered for Study Period 3 2018 and are subject to change for the remainder of 2018. Attendance is not compulsory.
| Assessment Type | Assessed | Weighting |
|---|---|---|
| Assignment 1 | Week 5 | 20% |
| Assignment 2 | Week 8 | 40% |
| Examination | Week 12 | 40% |
Kaplan recommends that you complete the following Kaplan Online subject prior to enrolling in this unit:
Prescribed Text
Retailers of educational books include Co-op Bookshop and Boffins Bookshop. Texts can also be borrowed from the Kaplan library or other libraries. Details of required and further reading are provided in the subject room. Purchase of any text other than a prescribed text is not required.