Self-Study Modules

Gold Seal's self-study modules can be completed at the comfort of your own desk.

Course title	Course Code	Delivery Style	Unit Price (Ex GST)	Unit Price (Inc. GST)
The E.A.G.E.R. Broker	ECBP-SS08E	Electronic Delivery	$150.00	$165.00
The E.A.G.E.R. Broker	ECBP-SS08P	Printed Material	$200.00	$220.00
Insurance Broking & General Insurance Code of Practice	IBCP-SS08E	Electronic Delivery	$120.00	$132.00
Insurance Broking & General Insurance Code of Practice	IBCP-SS08P	Printed Material	$150.00	$165.00
The ABCs of FSR	ABCFSR-SS08E	Electronic Delivery	$150.00	$165.00
The ABCs of FSR	ABCFSR-SS08P	Printed Material	$200.00	$220.00

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The E.A.G.E.R Broker

Course Features

• Great refresher
• Ideal as part of an Induction Programme (Standardise the knowledge of the whole team)
• Study at your own pace and in your own environment
• Work with a colleague or senior manager to provide on-the-spot coaching
• 3.5 PD hours

The course will assist all retail brokers to understand clearly the elements of an insurance transaction, how to integrate the retail client disclosure requirements and improve the quality of broking practices. 

The course covers:

• Client Engagement 
• New Business 
• Renewals 
• Endorsements 
• Cancellations 
• FSR Refinements

Who should complete this course? 
The course has been designed for all insurance broking staff of AFS licensees including Compliance Managers and those who have completed Gold Seal’s Effective and Compliant Retail Broking facilitator led workshop or self study materials.

Prerequisites 
Completion of the Gold Seal Effective and Compliant Retail Broking module OR a sound understanding of the difference between wholesale and retail clients and the AFS retail client disclosure requirements.

Broking and General Insurance Code of Practice

Course Features

• What is covered in the Code 
• Impact of the Code on your business  
• Areas where your business procedures are effected including claims, complaints handling and disputes 
• A short overview of the ICA’s General Insurance Code of Practice to help you inform clients of their rights when dealing with insurers

Who should complete this course?
The course will assist all staff and management to understand clearly the elements of the Codes and how to integrate the Code requirements into day-to-day activities.  Learners will receive 3 PD hours upon completion.

The ABCs of FSR

This self-study course is the perfect introduction for new staff to FSR and its impact on how they service and advise retail clients. Why not add it to your Induction Programme? That way it will help you to meet ASIC’s requirement for all advisers to have the relevant competence to perform their role and be trained in the company’s policies, procedures and compliance and risk management practices.

It’s also suitable to refresh and standardise the knowledge of your existing staff. It’s easy to lose sight of the detail when you are busy servicing your customers and this training will remind them of that detail and give them tips for ensuring they are meeting their legal obligations at all times.

The training will discuss the aim of FSR and clarify:

• Who your retail clients are
• The difference between Factual Information, General Advice and Personal Advice

It will discuss how to provide the following FSR disclosure documents and notices to retail clients:

• FSG 
• General Advice Warning 
• PDS 
• Cooling-off Notice 
• Confirmation of Cover

And finally, it will touch on other FSR obligations including:

• Record Keeping 
• Fines and Penalties 
• Significant and Recurring Breaches 
• Complaints / Disputes