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General Insurance Course
The General Insurance course is designed for individuals who are interested in a career selling General, Personal and Business Insurance products as covered by Regulatory Guideline 146.
For existing authorised representatives, successful completion of this course allows you to extend your advisory range into General Insurance products.
Focused on your Success
We recognise that employers are increasingly looking for candidates who are aware of the challenges of being a successful financial adviser.
Often a candidate’s Qualification is the only evidence that they possess the technical knowledge and skills requirements to conduct themselves professionally as an authorised representative. Unfortunately, this can not be said for all training providers.
With a PS 146 Training Australia qualification you have confidence in the fact that you will be equipped with the skills and knowledge gained from a credible industry-endorsed program that employs best practice assessment standards, helping you graduate at the leading edge of your chosen field.
“RG146 Training Australia simply makes our lives easier. Their professional problem-solving approach allows us to focus on other parts of the business; safe in the knowledge that RG146 graduates have what is takes to provide our clients with sound and accurate advice.” Charles Cavallaro, Professional Development Coordinator, Asgard, Securitor, St George
Course Outcome
The General Insurance Advice course will equip you with the specialist knowledge and technical skills to provide compliant advice to clients on:
- personal insurance related to:
- house and contents,
- motor vehicle,
- caravan,
- boat,
- travel and,
- consumer credit,
- business insurance related to:
- sickness and accident,
- liability,
- personal indemnity and,
- workers compensation.
Who Should Enrol?
This course is suitable for:
- individuals seeking employment with any general Insurance company
- individuals engaged in the promotion of general Insurance products
Course Entry Requirement
This is an open entry course with no pre-requisite qualifications. In order for participants to successfully complete this course, it is recommended they have a strong grasp of literacy and numeracy.
Course Structure
Competencies
Competency Unit - General Advice
- Provide general advice on financial products and services
Competency Unit - Personal Advice
- Establish client relationships and analyse needs
- Develop, present and negotiate client solutions
Content
DFS1 - Financial Advice
Australian Industry Essentials (Personal Advice Competency)
- Australian Economy
- Australian Financial Markets
- Investment Funds
- Regulatory Environment
- Corporations Act
- Licensees & Representatives
- Legal Responsibilities of Representatives
General Insurance Course
Core Insurance Content
- Understanding Insurance
- Operation of Insurance Markets
- General Insurance
- Personal Insurance
- Advisory Functions
- Legal Obligations and Compliance
General Insurance Content
- The General Insurance Industry
- Risk and General Insurance
- The Law Relating to G.I. Payments
- Reading Product Disclosure Statements
- Personal Insurance
- Business Insurance
- Taxation & Client Relationship Issues
- Functions & Regulation of General Insurers
- The Contractual Relationship
- General Insurance Claims
Advice Process (Personal Advice Competency)
Skills Assessment
The Advice Process Skills Assessment is undertaken upon completion of the specialty subject(s)
- Establishing Client Relationship
- Identify Client Objectives & Financial Situation
- Analyse Client Objectives & Financial Situation
- Develop Strategies & Solutions
- Present Strategies & Solutions
- Implement Agreed Plan
- Provide On-going Advice
Assessment
This course is assessed via the completion of short answer question responses, real-world Case studies and Roleplay activities.
Course Options
This course is available for $550 (General Advice Competency) or $825 (Personal Advice Competency) per enrolment by self-paced Distance Learning.
Enquire about our personalised in-house workshop courses for 8 enrolments or more
Enrol Now
- Call 1300 306 146 to speak to one of our trained consultants, or
- email enquiry@rg146courses.com.au for more information.


