ANZIIF Broking Studies ANZIIF. GROWING CAREERS.

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1 ANZIIF Broking Studies ANZIIF. GROWING CAREERS.

2 Established more than 130 years ago, ANZIIF is the leading membership, education, training and professional development organisation for insurance and finance in the Asia-Pacific region. We believe that learning and professional development is vital to underpinning professionalism in the industry. Formal qualifications enhance professional credibility, adding value for your clients by ensuring you provide the most up-to-date and relevant advice and service. This philosophy is the essence of ANZIIF as we support our changing industry through education and professional development. Knowledge is power, and education improves your professional standing, deepens your capability and prepares you to be a technically-proficient leader. We offer a variety of professional development options to suit all requirements. Invest in your business by undertaking an ANZIIF qualification and see the growth of your business follow. We challenge you to challenge yourself. Sincerely PRUE WILLSFORD Chief Executive Australian and New Zealand Institute of Insurance and Finance

3 Why study? Stand out from the competition Career progression Stay relevant Provide the best advice Increase customer confidence Improve business performance 3

4 0-1 year 2+ years 4+ years 7+ years 7+ years Why study with ANZIIF? ANZIIF has developed and implemented online, interactive short courses, called Skills Units,Executive that can Specialised Manager Senior be completed in five to seven weeks. Skills Units offer the flexibility to study where and when best Level 3 Level 4 Level 5 suits and are built around active learning, so that knowledge can be applied in practice to improve everyday 4+ years 7+ years 7+ years work and subsequently enhance business performance. Skills Units are broken into three groups based on experience level: Level 1 Level 2 Level 3 Foundation Knowledge Intermediate Knowledge Specialised Knowledge The full list of Skills Units is available at anziif.com/education. 4

5 What to study? ANZIIF offers a variety of formally recognised study options for insurance broking professionals from standalone Skills Unit short courses to the qualifications listed below. The ANZIIF Certificates give the student the option of selecting from a variety of Skills Units until the credit points are reached to attain the formal qualification (40 points for ANZIIF Foundation Certificate and 80 points for ANZIIF Professional and Executive Certificates). The AQF Diploma of Insurance Broking consists of six compulsory and three elective units. There are no pre-requisites for any of the qualifications below and unit pricing can be found at anziif.com/education. Qualification Recommended insurance industry knowledge Qualification format ANZIIF Foundation Certificate in Insurance Foundation Select from Skills Unit options (total 40 credit points) ANZIIF Professional Certificate in Insurance Intermediate Select from a variety of Skills Unit options (total 80 credit points) Diploma of Insurance Broking Intermediate Nine compulsory Skills Units ANZIIF Executive Certificate in General Insurance Broking Specialised Select from a variety of Skills Unit options (total 80 credit points) 5

6 AQF Diploma of Insurance Broking Students must complete six compulsory and three elective units for diploma qualification. Diploma of Insurance Broking Compulsory Elective Provide professional insurance broking services and advice Understanding general insurance products and policies Prepare a submission for new business Analyse the insurance market Analyse and amend a broking client's insurance program General insurance law and regulation for brokers Negotiate broking client claims Assess risk Review and improve service performance Establish broking client loss control programs Visit anziif.com/dipbroking for further information and to enrol. 6

7 ANZIIF Foundation Certificate in Insurance ANZIIF Foundation Certificate in Insurance = 40 credit points from any of the following foundation (level 1) Skills Units Receive and record or register a claim Business fundamentals for financial services Understand and apply insurance terminology Business fundamentals for General Insurance Introduction to General Insurance (5 points) Visit anziif.com/foundcertinsurance for further information and to enrol. 7

8 ANZIIF Professional Certificate in Insurance ANZIIF Professional Certificate in Insurance = 80 credit points from any of the following intermediate (level 2) Skills Units * Unit will be released in June Provide professional insurance broking services and advice Analyse insurance claims Communicating and discussing options with clients Serving the customer Resolve disputes Understand general insurance products and policies Manage and interpret financial results General insurance law and regulation for brokers* Introduction to underwriting Understand the core processes of underwriting Issues of renewal business Use medical terminology in an insurance context* Understand reinsurance Deliver professional insurance broking services Visit anziif.com/profcertinsurance for further information and to enrol. 8

9 ANZIIF Executive Certificate in General Insurance Broking ANZIIF Executive Certificate in General Insurance Broking = 80 points required 40 points from any of the following specialised (level 3) General Insurance Broking Skills Units 40 points from any of the following Skills Units Note: Each unit is worth 10 points (select four) Provide professional insurance broking services and advice Prepare a submission for new business Analyse and amend a broking client s insurance program Negotiate broking client claims Review and improve service performance Establish broking client loss control programs Manage changes to a broking client s insurance program Deliver professional insurance broking services General Insurance law and regulation for brokers Prepare a submission for new business Analyse and amend a broking client s insurance program Negotiate broking client claims Review and improve service performance Establish broking client loss control programs Manage changes to a broking client s insurance program Review and ISR portfolio Review a business interruption portfolio Note: Each unit is worth 10 points (select four) Analyse the insurance market Manage personal claims Settle personal claims Manage liability claims Settle liability claims Manage business interruption claims Settle business interruption claims Issue consequential loss/business interruption contracts Issue personal lines insurance contracts Analyse the insurance market Manage personal claims Settle personal claims Manage liability claims Settle liability claims Manage business interruption claims Settle business interruption claims Issue personal lines insurance contracts Undertake risk identification Assess risk Manage group life insurance claims Manage industrial special risks claims Settle industrial special risks claims Inspect damage and develop scope of work Issue liability insurance contracts Review a liability portfolio Review a personal lines insurance Issue industrial special risk contracts Visit anziif.com/execcertbroking for further information and to enrol. 9

10 ANZIIF membership All ANZIIF students receive ANZIIF membership as part of their enrolment. Membership is valid for the calendar year in which they study. ANZIIF membership benefits include: 1 use of the ANZIIF postnominal, demonstrating your credibility through attainment of your qualification with a recognised organisation * 2 unrestricted access to the latest broking, business, sales and management content for personal development and structured learning 3 your own repository to record and recall your CIP Points, seving as your personalised record of professional development 4 access to the Journal, the most-read insurance industry publication in the Asia-Pacific region 5 discounts for ANZIIF seminars and conferences 6 a subscription to ANZIIF s broking faculty newsletters. * Student member must upgrade to a CIP membership to use ANZIIF postnominals. Visit anziif.com/membership for further information. ANZIIF in the community ANZIIF also partners with industry on a range of initiatives to support the broking industry and the broader insurance community. These initiatives include: 1 Know Risk (knowrisk.com.au) is an independent community risk and insurance network and a great tool for brokers to explain risk to clients 2 Careers in Insurance (careersininsurance.co.nz) is a cross-industry initiative that promotes insurance as a career choice to school and university students 3 Your own repository to record and recall your CIP Points, serving as your personalised record of professional development. Recognition of Prior Learning Recognition of Prior Learning (RPL) is a recognised qualification option that allows an individual s relevant prior learning (employment training, volunteering, life experience, etc.) to be used towards the attainment of qualification and/or membership. Applicants must complete an eligibility assessment to ensure competency requirements for RPL are met. Visit anziif.com/education/recognition-of-prior-learning for further information on the RPL process. 10

11 Enrol now Visit anziif.com/education or call ANZIIF customer service on

12 1461_0318_800 Australian and New Zealand Institute of Insurance and Finance RTO 3596 New Zealand PO Box 344 Shortland Street Auckland 1140 T customerservice@anziif.com anziif.com 12