125155

Essentials of Insurance Advice - Life, Disability, and Health

Providing essential knowledge of the principles and practice of the provision of insurance (life, disability and health) advice

Course code

Qualifications are made up of courses. Some universities call these papers. Each course is numbered using six digits.

125155

Level

The fourth number of the course code shows the level of the course. For example, in course 219206, the fourth number is a 2, so it is a 200-level course (usually studied in the second year of full-time study).

100-level

Credits

Each course is worth a number of credits. You combine courses (credits) to meet the total number of credits needed for your qualification.

30

Subject

Finance

Course planning information

Course notes

For more information and course offerings, please see Certificate in Financial Advice.

Students must achieve a minimum of 65% in every assessment to be eligible to pass the course.

Prerequisite courses

Complete first

You need to complete the above course or courses before moving onto this one.

Corequisite courses

Complete at the same time

You need to complete the corequisite course or courses listed above at the same time as doing this one.

Learning outcomes

What you will learn. Knowledge, skills and attitudes you’ll be able to show as a result of successfully finishing this course.

  • 1 Apply legislation, regulation, codes of conduct and ethics in providing life, disability and health insurance advice.
  • 2 Describe and differentiate between the features of the various types of personal life, disability, and health insurance products and how they relate to client needs and objectives.
  • 3 Explore a range of insurance and non-insurance options in providing life, disability and health insurance advice.
  • 4 Explain the application, underwriting and claims process to provide solutions for life, disability and health insurance
  • 5 Apply the Six Step advice process in the provision of life, disability, and health insurance advice.

Learning outcomes can change before the start of the semester you are studying the course in.

Assessments

Assessment Learning outcomes assessed Weighting
Written Assignment 3 4 40%
Written Assignment 1 2 3 4 5 40%
Oral/Performance/Presentation 1 2 3 4 5 20%

Assessment weightings can change up to the start of the semester the course is delivered in.

You may need to take more assessments depending on where, how, and when you choose to take this course.

Explanation of assessment types

Computer programmes
Computer animation and screening, design, programming, models and other computer work.
Creative compositions
Animations, films, models, textiles, websites, and other compositions.
Exam College or GRS-based (not centrally scheduled)
An exam scheduled by a college or the Graduate Research School (GRS). The exam could be online, oral, field, practical skills, written exams or another format.
Exam (centrally scheduled)
An exam scheduled by Assessment Services (centrally) – you’ll usually be told when and where the exam is through the student portal.
Oral or performance or presentation
Debates, demonstrations, exhibitions, interviews, oral proposals, role play, speech and other performances or presentations.
Participation
You may be assessed on your participation in activities such as online fora, laboratories, debates, tutorials, exercises, seminars, and so on.
Portfolio
Creative, learning, online, narrative, photographic, written, and other portfolios.
Practical or placement
Field trips, field work, placements, seminars, workshops, voluntary work, and other activities.
Simulation
Technology-based or experience-based simulations.
Test
Laboratory, online, multi-choice, short answer, spoken, and other tests – arranged by the school.
Written assignment
Essays, group or individual projects, proposals, reports, reviews, writing exercises, and other written assignments.

Textbooks needed

There are no set texts for this course.