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ANZIIF. GROWING CAREERS.
ANZIIF
Broking Studies
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 WILLSFORDChief Executive
Australian and New Zealand Institute of Insurance and Finance
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Stand out from the
competition
Stay relevant
Provide the best advice
Increase customer
confidence
Improve business
performance
Career progression
Why study?
Why study with ANZIIF?ANZIIF has developed and implemented online, interactive short courses, called Skills Units, that can be completed in five to seven weeks. Skills Units offer the flexibility to study where and when best suits and are built around active learning, so that knowledge can be applied in practice to improve everyday work and subsequently enhance business performance.
Skills Units are broken into three groups based on experience level:
Level 3Specialised Knowledge
Foundation Knowledge
Intermediate Knowledge
FoundationLevel 1
0-1 year
IntermediateLevel 2
2+ years
SpecialisedLevel 3
4+ years
ManagerLevel 4
7+ years
Senior ExecutiveLevel 5
7+ years
SpecialisedLevel 3
4+ years
ManagerLevel 4
7+ years
Senior ExecutiveLevel 5
7+ years
Experience level diagram
FoundationLevel 1
0-1 year
IntermediateLevel 2
2+ years
SpecialisedLevel 3
4+ years
ManagementLevel 4
7+ years
Senior ExecutiveLevel 5
10+ years
Level 1 Level 2
The full list of Skills Units is available at anziif.com/education.
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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.
ANZIIF Foundation Certificate in Insurance
ANZIIF Professional Certificate in Insurance
Diploma of Insurance Broking
ANZIIF Executive Certificate in General Insurance Broking
Foundation
Intermediate
Intermediate
Specialised
Select from Skills Unit options (total 40 credit points)
Select from a variety of Skills Unit options (total 80 credit points)
Nine compulsory Skills Units
Select from a variety of Skills Unit options (total 80 credit points)
QualificationRecommended insurance industry knowledge
Qualification format
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Diploma of Insurance Broking
Visit anziif.com/dipbroking for further information and to enrol.
AQF Diploma of Insurance Broking
Students must complete six compulsory and three elective units for diploma qualification.
Provide professional insurance broking services and advice
Compulsory Elective
Review and improve service performance
Analyse and amend a broking client's insurance program
Understanding general insurance products and policies
Prepare a submission for new business
Establish broking client loss control programs
Negotiate broking client claims
Analyse the insurance market
Assess risk
General insurance law and regulation for brokers
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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
(10 points)
Business fundamentals for financial services
(10 points)
Understand and apply insurance terminology
(10 points)
Visit anziif.com/foundcertinsurance for further information and to enrol.
Business fundamentals for General Insurance
(10 points)
Introduction to General Insurance
(5 points)
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ANZIIF Professional Certificate in Insurance
ANZIIF Professional Certificate in Insurance
= 80 credit points from any of the following intermediate
(level 2) Skills Units
Provide professional insurance broking services and advice
(10 points)
Analyse insurance claims
(10 points)
Communicating and discussing options with clients
(10 points)
Serving the customer
(10 points)
Resolve disputes
(10 points)
Understand general insurance products and policies
(10 points)
Manage and interpret financial results
(10 points)
General insurance law and regulation for brokers*
(10 points)
Introduction to underwriting
(10 points)
Understand the core processes of underwriting
(10 points)
Issues of renewal business
(10 points)
Use medical terminology in an insurance context*
(10 points)
Deliver professional insurance broking services
(10 points)
Understand reinsurance
(10 points)
* Unit will be released in June 2018.
Visit anziif.com/profcertinsurance for further information and to enrol.
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ANZIIF Executive Certificate in General Insurance Broking
= 80 points required
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
40 pointsfrom any of the
following specialised (level 3)
General Insurance Broking Skills Units
40 pointsfrom any of the
following Skills Units
ANZIIF Executive Certificate in General Insurance Broking
Visit anziif.com/execcertbroking for further information and to enrol.
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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.
Enrol nowVisit anziif.com/education or call ANZIIF customer service on 0800 103 675.
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Australian and New Zealand Institute of Insurance and FinanceRTO 3596
New Zealand
PO Box 344 Shortland Street Auckland 1140
T 0800 103 675
1461
_031
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