RG146 compliant Life Insurance (Partial completion of FNS50804)
The course has been designed to educate participants on the benefits of incorporating Insurance as a value-added service to clients. TMA simplify the process by presenting the course in an easy-to-understand format.
Listed on the ASIC Training Register, the program covers the ASIC compliance requirements to becoming an AFS Licensee.
This course is Part 1 of the FNS50804 Diploma of Financial Services (Financial Planning). You can attend Part 2 at a later date if you wish to complete FNS50804 Diploma of Financial Services (Financial Planning).
TMA provide comprehensive knowledge of the various Insurance products that are available, such as;
- Mortgage Protection Insurance
- Life Insurance
- Total and Permanent Disability (TPD)
- Income Protection
- Trauma /Critical Illness
- Business Expenses
TMA have relationships with many of the top Insurance Providers that accept our Graduates upon completion.
|Unit Code||Unit Name|
|FNSASICX503||Provide Advice in Life Insurance|
|FNSCUS505||Determine Clients Requirements and Expectations|
|FNSCUS506||Record and Implement Client Instructions|
|FNSFPL501||Comply with Financial Planning Practice Ethical and Operational Guidelines and regulations|
|FNSFPL502||Conduct Financial Planning Analysis and Research|
|FNSIAD501||Provide Appropriate Services, Advise and Products to Clients|
|FNSINC501||Conduct Product Research to Support Recommendations|