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. For more information, please refer to the subject outline here. Enrol now Email us View subject availability
Learning outcomes Subject content Face-to-face workshops Assessment Prerequisites Reading list Learning outcomes At the completion of this subject students should be able to: Identify, analyse and evaluate personal and small business risks Describe and differentiate the features of the various types of personal and business insurance products, including related policy documentation and taxation issues Develop and implement personal and small business risk management strategies using a range of general and life insurance policies Undertake your duties giving consideration to ethics and the legal and regulatory responsibilities owed by you and your organisation to your clients and other stakeholders Evaluate contemporary issues in insurance advice Subject content TopicTitle Topic 1Introduction to risk management Topic 2Insurance and risk Topic 3Regulation of the insurance industry Topic 4Life insurance Topic 5Taxation Topic 6Insurance advice Topic 7General insurance Topic 8Mandated and health insurance Topic 9Policy documentation and claims Face-to-face workshops Prefer to attend face-to-face classes? Take advantage of the benefits of blended learning by attending face-to-face intensive workshops or downloading a recorded lecture.* Intensive Workshops A series of 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. Each full-day workshop will be offered from central Sydney, Melbourne and Brisbane CBD locations and will cover multiple topics. Individuals can register for 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. Weekly Recorded Lectures A series of recorded lectures will be made available each study period for the following subjects: FPC001 Economic, Legal and Ethical Context for Financial Planning FPC002 Applied Financial Planning FPC003 Superannuation and Retirement Advice FPC004 Insurance Advice Each recorded lecture will focus on specific topics, giving you the flexibility to pick and choose which lectures to download. Live Tutor Hour Join a Live Tutor Hour to seek clarification on any topics you may have concerns with or to have your questions answered around upcoming assignments. Two live tutored hours will be scheduled each study period for the following subjects: FPC001 Economic, Legal and Ethical Context for Financial Planning FPC002 Applied Financial Planning FPC003 Superannuation and Retirement Advice FPC004 Insurance Advice There is no need to register. Date and time for each Live Tutor Hour will be found in your subject room once successfully enrolled. 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: A practical understating of each topic Clarification on any challenges you may be having with a particular topic Asking questions about upcoming exams and assignment * Face-to-face workshops and weekly recorded lectures are offered for subjects FPC001, FPC002, FPC003 and FPC004 only and are subject to change. Attendance is not compulsory. Assessment Assessment TypeAssessedWeighting Assignment 1Week 520% Assignment 2Week 840% ExaminationWeek 1240% Click here for an assessment timetable. Prerequisites Kaplan recommends that you complete the following Kaplan Online subject prior to enrolling in this unit: FPC001 Economic, Legal & Ethical Context for Financial Planning Reading list Prescribed Text There is no prescribed text for this subject. Students will be provided with key readings and access to Kaplan Professional’s online databases. Students are encouraged to research and read widely on the topic.
Learn more about Master of Financial Planning, Graduate Diploma of Financial Planning, Graduate Certificate in Financial Planning >
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. For more information, please refer to the subject outline here. Enrol now Email us View subject availability
Learning outcomes Subject content Face-to-face workshops Assessment Prerequisites Reading list Learning outcomes At the completion of this subject students should be able to: Identify, analyse and evaluate personal and small business risks Describe and differentiate the features of the various types of personal and business insurance products, including related policy documentation and taxation issues Develop and implement personal and small business risk management strategies using a range of general and life insurance policies Undertake your duties giving consideration to ethics and the legal and regulatory responsibilities owed by you and your organisation to your clients and other stakeholders Evaluate contemporary issues in insurance advice Subject content TopicTitle Topic 1Introduction to risk management Topic 2Insurance and risk Topic 3Regulation of the insurance industry Topic 4Life insurance Topic 5Taxation Topic 6Insurance advice Topic 7General insurance Topic 8Mandated and health insurance Topic 9Policy documentation and claims Face-to-face workshops Prefer to attend face-to-face classes? Take advantage of the benefits of blended learning by attending face-to-face intensive workshops or downloading a recorded lecture.* Intensive Workshops A series of 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. Each full-day workshop will be offered from central Sydney, Melbourne and Brisbane CBD locations and will cover multiple topics. Individuals can register for 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. Weekly Recorded Lectures A series of recorded lectures will be made available each study period for the following subjects: FPC001 Economic, Legal and Ethical Context for Financial Planning FPC002 Applied Financial Planning FPC003 Superannuation and Retirement Advice FPC004 Insurance Advice Each recorded lecture will focus on specific topics, giving you the flexibility to pick and choose which lectures to download. Live Tutor Hour Join a Live Tutor Hour to seek clarification on any topics you may have concerns with or to have your questions answered around upcoming assignments. Two live tutored hours will be scheduled each study period for the following subjects: FPC001 Economic, Legal and Ethical Context for Financial Planning FPC002 Applied Financial Planning FPC003 Superannuation and Retirement Advice FPC004 Insurance Advice There is no need to register. Date and time for each Live Tutor Hour will be found in your subject room once successfully enrolled. 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: A practical understating of each topic Clarification on any challenges you may be having with a particular topic Asking questions about upcoming exams and assignment * Face-to-face workshops and weekly recorded lectures are offered for subjects FPC001, FPC002, FPC003 and FPC004 only and are subject to change. Attendance is not compulsory. Assessment Assessment TypeAssessedWeighting Assignment 1Week 520% Assignment 2Week 840% ExaminationWeek 1240% Click here for an assessment timetable. Prerequisites Kaplan recommends that you complete the following Kaplan Online subject prior to enrolling in this unit: FPC001 Economic, Legal & Ethical Context for Financial Planning Reading list Prescribed Text There is no prescribed text for this subject. Students will be provided with key readings and access to Kaplan Professional’s online databases. Students are encouraged to research and read widely on the topic.
Learn more about Master of Financial Planning, Graduate Diploma of Financial Planning, Graduate Certificate in Financial Planning >
