• Great refresher
• Ideal as part of an Induction Program (Standardise the knowledge of the whole team)
• Stydu at your own pace and in your own environment
• Work with a colleague or senior manager to provide on-the-spot coaching
• 3.5 NIBA CPD point or ANZIIF CIP 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 the 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.

Pre-requisites
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