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Life Insurance Adviser (Personal Advice)

$1,040.00
AT A GLANCE
Provider Mentor Education
Course Outcome RG146 certification
Study Mode Online
Duration Max. 6 months
Start Date Anytime – start today!
Cost $1,040.00
  • What you'll learn

     

    Boost your skillset and gain the industry authorisation required to provide informed personal advice on regulated insurance products.

    This online Life Insurance Adviser course is designed to meet the needs of anyone seeking professional endorsement from an Australian Financial Services Licence (AFSL) holder.

    It provides training in the specialist knowledge and technical skills required to offer compliant financial advice in the areas of income protection, life insurance and trauma insurance.

    This particular stream of the Life Insurance Adviser course provides RG146 certification to anyone intending to take into account the personal circumstances of a client when recommending a product.

    Certification requires the completion of an additional skills assessment in order to confirm you have met particular competencies in providing personalised advice.

  • Ideal for

     

    There are no formal entry requirements for this course.

    It is best suited to professionals currently engaged in employment in an insurance role, or financial advisers seeking to expand their advisory capacity to include insurance products.

  • Career Outcomes

     

    Completion of this skills course will provide you with RG146 compliant certification, allowing you to provide personal advice to clients in relation to a range of life insurance products.

  • Course Content

     

    DFP 1 – financial advice

    Australian industry essentials:

    • Australian economy
    • Personal taxation
    • Social security
    • Retirement income system
    • Investment funds
    • Financial markets
    • Regulatory environment
    • Corporations Act obligations
    • Licensees and their representatives
    • Legal obligations of representatives

    Advice process:

    • Establish relationships with clients
    • Identify client objectives and financial situations
    • Analyse client objectives and financial situations
    • Develop strategies and solutions
    • Present strategies and negotiate solutions
    • Implement agreed plan
    • Provide ongoing advice

    DFP 2 – insurance

    • Understanding insurance
    • Operation of insurance markets
    • General insurance
    • Personal insurance
    • Legal obligations and compliance
    • Operation of life insurance markets
    • Differences in life insurance products
    • Term life insurance
    • Total and permanent disability (TPD) insurance
    • Trauma insurance
    • Income protection insurance
    • Business expense insurance
    • Annuities insurance
    • Whole-of-life (WOL) insurance
    • Endowments
    • Group insurance
    • Tax affect life insurance
    • Insurance relates to superannuation
    • Reinsurance
    • Functions of insurance advisers and brokers
    • Legal obligations of an adviser
    • Find the right life insurance product
    • Matching life insurance products to client needs
  • Payment Information

     

    Ready to get started straight away?

    Pay and enrol for this course through our quick and secure checkout system. MasterCard, Visa and PayPal accepted.

  • Why Mentor Education?

     
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    Mentor Education is one of Australia’s leading RG146 compliance training providers for the financial services industry. By specialising exclusively in this field of training, Mentor is able to focus on delivering professional development courses of the highest quality. Thanks to their flexible delivery options, you can complete a nationally recognised qualification in financial planning entirely online, and without disrupting your career. Take advantage of Mentor Education’s long-standing industry reputation and commitment to ongoing professional development by enquiring about a course today.

    As a student of Mentor Education, you’ll receive access to an experienced financial adviser Monday to Friday, 9am-5pm by telephone and email, so you’re always assured of timely feedback and assistance.

    Students of this program will also benefit from complementary inclusion of Mentor Education’s Career Pathway Program. This comprehensive suite of career-building tools includes a 12-month professional development subscription, association membership and regular updates on industry news and events.

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