ANZIIF Broking Studies

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1 ANZIIF Broking Studies

2 YOUR INDUSTRY. YOUR PARTNER. Established more than 130 years ago, the Australian and New Zealand Institute of Insurance and Finance (ANZIIF) provides tailored education, membership and professional development to brokers and other insurance professionals. Recognising that brokers are hands-on and quickly gain their experience in the field, ANZIIF aims to build on this knowledge with a range of innovative education modules. Skills-based units allow you and your staff to develop the specific competencies your business requires in a practical, short-form style that enables you to maximise time in the office while learning information that is applicable to your day-to-day work. Educational content has been developed in consultation with senior broking professionals in New Zealand and Australia to ensure that it is relevant to your situation. Take the next step at A new way of learning Newly developed ANZIIF Skills Units expand the training opportunities available to brokers and allow them to focus on the areas of business they wish to develop. With the flexibility to study where and when best suits, units are delivered online and most can be completed in as little as five weeks (comprising four weeks of learning and one week of assessment per unit). Units are built around case-based interactive scenarios that are directly applicable to the workplace. At the conclusion of each unit, learning is assessed through the application of knowledge to real-world scenarios that reflect situations commonly experienced by brokers. Brokers can take ANZIIF Skills Units as standalone short courses, or if desired, units can be combined to attain a formal qualification, such as the Diploma of Insurance Broking.

3 Why study with ANZIIF? A formal qualification shows clients that your business is committed to keeping up the skills and knowledge required to provide clients with superior advice and service. Completing a Diploma of Insurance Broking, or staying up to date with individual ANZIIF Skills Units, sets you apart from other brokers in the industry without qualifications something that discerning customers are increasingly looking for when choosing a trusted advisor. ANZIIF Skills Units have been designed to be applied directly to the workplace. The interactive nature of the learning and assessment provides experience with situations brokers face every day, allowing you to provide superior outcomes for your clients. Collaboration in 2015 saw ANZIIF become NIBA s preferred supplier of broker education, the closure of NIBA College and the transfer of existing students to ANZIIF s broking studies. This education partnership allows both organisations to focus on excellence in broking education standards. Together, we have over 160 years of insurance education experience, enabling ANZIIF to give brokers access to the very best studies available in the market. Diploma of Insurance Broking The Diploma of Insurance Broking is formally recognised in New Zealand, Australia and parts of Asia. It consists of nine units: BR Provide professional insurance broking services and advice (includes Tier 1 compliance)* BR Analyse and amend a broking client s insurance program* BR Prepare a submission for new business BR Review and improve service performance BR Negotiate broking client claims BR Establish broking client loss control programs GE Understand general insurance products and policies GE Analyse the insurance market GE General insurance law and regulation These units will be rolled out on anziif.com in coming months. * A bridging unit will be available for those already holding Tier 1 compliance.

4 How to enrol Information on the Diploma of Insurance Broking and ANZIIF Skills Units can be found on the ANZIIF website at anziif.com/education. Here you will find details of topics covered, competencies assessed, pricing and other important information. To enrol: 1. Log in to anziif.com using your ID (called your Master ID) or registered address. If you do not have an ANZIIF login, you can sign up online. If you have forgotten your password or ID, you can recover them via the website, by calling our Customer Service team on +61 (3) (New Zealand freecall ) or ing 2. Browse professional or compliance qualifications and associated ANZIIF Skills Units in the Education section of the website. Once you ve chosen the course or unit you want, simply click Enrol in the top right-hand corner. or If you already know the unit or course you want to enrol in, you can go straight to 3. Complete the online enrolment with your details and preferences. 4. If you are not the person paying for your course, you will be able to Share Your Cart with a colleague or manager at the end of this process so they can complete and approve your enrolment. 5. Once the enrolment process is complete, we will send you a confirmation with the information you need to get started on your studies. Information for past NIBA students Students who have been studying the Diploma of Insurance Broking with NIBA are able to complete their studies with NIBA, provided they finish by September This is the simplest way to complete your qualification. If you cannot finish by then, or if you wish to complete your studies with ANZIIF, follow these steps: 1. Contact us. Call our Customer Service team on +61 (3) or customerservice@ anziif.com. The team will advise you of any documents you need to provide (such as NIBA statements of attainment or a CV). If you are not interested in attaining a formal qualification, simply enrol in the units that are most relevant to you and your business whenever you d like to take them. Note: If you have completed studies with a provider other than NIBA, you can follow the same steps above to complete your qualification with possible exemptions for past study. The ANZIIF community Belonging to a professional community is integral to professional satisfaction and development. In recognition of this, membership with ANZIIF provides: networking events that enable insurance professionals to engage with key contacts in the industry membership to ANZIIF s Broking Faculty and subscription to a fortnightly broking newsletter quarterly issues of the Journal, the most read insurance industry publication in the Asia-Pacific region unrestricted access to the latest broking, business, sales and management content via the Members Centre on the ANZIIF website online professional communities on LinkedIn, Facebook, Twitter and Google+ guidance from the ANZIIF Women s Council, which supports community engagement and the exchange of expertise between women across the industry. ANZIIF also partners with industry on a range of initiatives to support the broking industry and the broader insurance community: Know Risk (knowrisk.com.au) is an independent community risk and insurance network and is a great tool for brokers to use to explain risk to clients. Careers in Insurance (careersininsurance.com.au careersininsurance.co.nz) is a cross-industry initiative that promotes insurance as a career choice to school and university students. Why Risk It? is an insurance education program for high schools that teaches young people about risk and insurance. ANZIIF s industry research provides thought leadership to the insurance community. 2. Provide the requested documents to our Recognition of Prior Learning (RPL) team. 3. Our RPL team will assess your studies and apply any exemptions you are eligible to receive and then advise you of the remaining units you will need to complete to get your Diploma. 4. Enrol in your remaining units at anziif.com/ education. You can enrol in these one at a time or take multiple units. Most units take five weeks to complete.

5 Frequently Asked Questions Q Is the ANZIIF Diploma of Insurance Broking recognised in Australia and New Zealand? Yes. In Australia, both ANZIIF Skills Units and the Diploma of Insurance Broking are FNS15-compliant and recognised under the Australian Qualifications Framework (AQF). In New Zealand, the Diploma of Insurance Broking is considered a broader qualification than Level 5 of the New Zealand Qualifications Framework (NZQA). ANZIIF study is also recognised in parts of Asia. Q I have already completed some formal study. Can I receive credits towards a qualification with ANZIIF? ANZIIF offers a range of options including credit for study already completed with other providers. For more information, contact our Customer Service team. Q I already have industry experience. Do I need to start at the beginning to get the Diploma? No, ANZIIF offers Recognition of Prior Learning (RPL) so your previous experience is counted. Insurance professionals who have more than five years of relevant industry experience are eligible to apply for RPL as credit toward ANZIIF qualifications. For more information, simply contact our Customer Service team. Q Does ANZIIF offer flexible study options? ANZIIF Skills Units and the Diploma of Insurance Broking are offered online as short skills-based courses that can be studied separately anytime, anywhere. Most units are just five weeks long, allowing them to be easily scheduled into your busy life. Q How are ANZIIF Skills Units assessed for competency? ANZIIF Skills Units are assessed via application of knowledge to real-world scenarios that are directly relevant to your workplace. Exams are open book, mimicking real situations in which you might have to double-check information for a client. Q Does ANZIIF offer me support while I study? Yes. ANZIIF offers comprehensive support to students during their studies. While studying with us, brokers receive complimentary membership along with access to the full range of benefits available to members. This includes access to our Student Support team, subject matter experts, online materials and discussion forums, and an optional one-on-one tutoring program. ENROL TODAY For more information call our Customer Service team on +61 (3) , New Zealand freecall , customerservice@anziif.com or visit

6 17EDU_0716_800 Australian and New Zealand Institute of Insurance and Finance Australia Level Bourke Street Melbourne Victoria 3000 T New Zealand PO Box 344 Shortland Street Auckland 1140 T customerservice@anziif.com

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