atrk

Financial Planning Australia-advice in life insurance tier 1

Select Industry
Advice in Life Insurance (DFS 2) - Tier 1

This course which is on the ASIC approved register covers Life Insurance, Total Permanent Disability Insurance, Trauma (Living) Insurance, Income Protection and General Insurance.

As of 1 January 2019, those entering the financial planning industry (new advisers) seeking to join an AFSL (Dealer group) and offer personal advice to retail clients, will require a degree level qualification. For further information please refer to the FASEA standards - www.fasea.gov.au.

 

COURSE DELIVERY OPTIONS:

Available in all states via:
• Face to face (Classroom)
• Correspondence - online access plus a hard copy of the course manual will be posted to you.
• Online

This course can also be delivered for groups and on demand. Please contact our office on 03 9391 3643 or info@aamctraining.edu.au for further information.

Regardless of your preferred delivery choice, qualified trainers will always be contactable for tutoring and assistance both via email and telephone. Also if you have undertaken this course via face to face previously with AAMC and there are areas you still do not understand, you are welcome to return for free to the next available class covering this module.

 

COURSE REQUIREMENTS:

For all delivery options, you will need to have access to a computer with an internet connection.
There are currently no entry requirements for this qualification.

 

COURSE DURATION:

Your enrolment is valid for a period of twelve months. With reference to “face-to-face” training; participants are guided through the learning material and the assessments are completed by the participant post class time. Hence overall course completion is controlled/ directed by the participant.

ASSESSMENTS:

• 5 units of competency
• 4 Multiple choice online tests
• 3 Skills assessment role plays
• 4 Written assessments

 

UNITS OF COMPETENCY:

FNSASICX503 Provide advice in Life Insurance
FNSINC501 Conduct product research to support recommendations
FNSIAD501 Provide appropriate services, advice and products to clients
FNSCUS505 Determine client requirements and expectations
FNSCUS506 Record and implement client instructions

 

ADDITIONAL INFORMATION:

CPD Hours - 3

FASEA CPD Hours:
•  Technical competence: 1.5 hrs
•  Client care and practice: 1hr
•  Regulatory compliance and consumer protection: 0.25 hrs
•  General: 0.25 hrs 

 

 

 

 

 

 NRT Logo

 

 

 

 

 

 

 

 

Enrol Now

Student Info – AAMC Training Policies

Do you qualify for Credit Transfer /RPL

Contacts

  • Unit 1, 421 Blackshaws Road,
    Altona North, Victoria 3025

    Phone: 1300 2262 33 +61 3 9391 3643
              1300 AAMC ED +61 8 9344 4088

    Email: info@aamctraining.edu.au

System Requirements

  • What computer and software will be needed?
    • Windows XP or Linux based computer with internet connection.
    •  Internet Explorer 8.0 and above OR Mozilla Firefox
    •  Quick Time Player 4 and above
    •  Acrobat reader 6 and above
    •  Adobe Flash Player
    Download speeds
    •  Min 2 Mbps or above speed is required for running video

Latest Reviews for Advice in Life Insurance (DFS 2) - Tier 1
  • Excellent support, great course layout. Thank you!
    Rebecca Queensland