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.

View the RG146 Compliant Tier 1 Life Insurance Course Details

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