FSRA Tier 2

$550.00

Course Overview:

Master FSRA Compliance with Our Tailored Short Courses

As the financial services landscape continues to evolve, staying compliant with industry regulations is more critical than ever. At Fusion Business College, we’ve crafted a series of FSRA Tier 2 accredited courses designed to meet ASIC regulations while equipping you with the skills and confidence to excel. Whether you’re an experienced professional seeking to enhance your skills or new to the industry, our courses will give you the edge you need to thrive.

Course Code: FSRAT002 (Part of FNS30115)
Duration: 4-6 hours
Delivery Method: 100% Online
Accreditation: Recognised and Accredited by ASIC
Special Price: $550

SKU: FSRAT002 Categories: ,

Description

Modules:

  1. Establish & Build Client Relationships and Analyse Their Finance and Insurance Needs 

Success in financial services isn’t just about numbers—it’s about people. Building trusted, lasting relationships with clients is the foundation of a thriving career in this field. This course offers a simple but powerful 3-step sales process that is easy to follow and implement, ensuring you can balance compliance with exceptional customer service.

What you’ll learn:

  • General and Personal Advice Basics: Understand the key differences between general and personal financial advice, and learn when and how to apply each to meet client needs.
  • Ethics & Full Disclosure: Master good faith ethics, transparency, and full disclosure practices that will help you maintain trust and integrity with clients.
  • Conflict of Interest Management: Learn strategies to identify and manage conflicts of interest that may arise during client interactions.
  • Complaints Handling Procedure: Acquire the skills needed to effectively handle and resolve client complaints, ensuring satisfaction while staying compliant.
  • Advisor, Licensee, or Principal Roles: Gain a clear understanding of your role, responsibilities, and legal obligations as an advisor or licensee in the financial services sector.

This course goes beyond theory, providing real-world applications and actionable insights that help you immediately apply your new skills in the workplace. Keep your team’s skills up-to-date and ready to lead in the competitive financial year ahead.

This course is fully Tier 2 FSRA compliant.

  1. How to Develop, Present, and Negotiate Insurance Solutions with Clients (FNSASIC302)

In financial services, knowing your products is just the beginning—success depends on how well you can present and negotiate those solutions with your clients. This course offers in-depth product knowledge and practical negotiation techniques to help you confidently present general insurance solutions.

Key takeaways:

  • Product Knowledge: Understand what constitutes an insurance product, including different types of policies, terms, and the key elements that define them.
  • Policy Documentation: Learn how to effectively handle the necessary documentation, from policy issuance to claim processing, ensuring you are always compliant.
  • Delayed Sales Model:  Learn how the delayed sales model effects how and when you can offer, communicate and sell insurance products to prospective clients.
  • The Right of Return or Refund: Gain insights into consumer rights, including the right of return or refund, and how these impact the sales and customer service process.
  • Negotiate with Confidence: Build the skills necessary to  align insurance solutions that meet client needs, while adhering to legal and ethical guidelines.

This course is ideal for those involved in general insurance transactions who want to sharpen their skills and increase their confidence in presenting solutions. It’s also great for new team members looking to build a strong foundation. Tier 2 FSRA compliant.

  1. How to Provide General Insurance Advice (FNSASIC314)

Are you looking to strengthen your ability to understand client needs and provide accurate, compliant advice? This course is essential for anyone who work with general insurance products and want to deepen their understanding of the advisory process.

You will learn how to:

  • Respond to Initial Client Enquiries: Approach each client with confidence, understanding their unique needs and establishing a foundation of trust.
  • Prepare General Insurance Advice: Learn the step-by-step process of preparing accurate, compliant insurance advice that meets both regulatory and client expectations.
  • Communicate and Discuss Advice: Discover how to present your advice clearly and effectively, ensuring your client fully understands their options and can make informed decisions.

Whether you’re a seasoned professional or just starting, this course will help you refine your skills and stay compliant with FSRA regulations. This is an excellent refresher for veterans or a solid knowledge base for new employees. Tier 2 FSRA compliant, excluding personal accident and illness.

  1. How to Provide Personal Advice with General Insurance (FNSASIC315)

For professionals providing personal advice on retail general insurance products, this course is a must. Offering advanced training, it takes your advising skills to the next level, giving you the confidence to offer tailored solutions that meet your clients’ specific needs.

What you’ll cover:

  • Assess Client Needs: Learn to accurately assess a client’s financial and insurance needs, ensuring you’re offering the right product for their situation.
  • Develop and Present Risk Solutions: Master the process of creating and presenting tailored risk solutions that offer the best protection for your clients.
  • Confirm and Document the Chosen Product: Understand the importance of thorough documentation and confirmation when a client selects an insurance product.
  • Ongoing Service Agreements: Learn how to offer ongoing service agreements, providing value to your clients long after the initial transaction.

This advanced course is perfect for experienced advisors looking to deepen their product knowledge and refine their communication skills. It covers the complexities of providing personal advice in general insurance, helping you stay compliant and client-focused. Tier 2 FSRA compliant, excluding personal accident and illness.

Course Bundles – Get More Value with Our Packages

Our bundle packages offer great value for those looking to get comprehensive training in key areas of financial services. With a focus on practical, actionable skills, these bundles provide everything you need to enhance your career or train your team.

Introduction to General Insurance – 2 Course Pack

  • How to Provide General Insurance Advice
  • How to Develop, Present, and Negotiate Insurance Solutions with Clients

Perfect for professionals new to general insurance or those looking to solidify their foundational knowledge. This bundle gives you the tools to provide effective assistance and confidently handle insurance transactions. Gain a comprehensive understanding of general insurance, and start making a bigger impact on your clients today.

Introduction to Personal Advice – 2 Course Pack

  • How to Provide Personal Advice with General Insurance
  • Establish & Build Client Relationships and Analyse Their Finance and Insurance Needs

This bundle is essential for anyone providing personal advice on general insurance. Focused on building client relationships and understanding individual needs, it’s ideal for advisors anyone looking to enhance their interpersonal and technical skills while ensuring they remain compliant.

ASIC Compliant FSRA 4 Unit Bundle – Only $550

  • How to Provide General Insurance Advice
  • How to Develop, Present, and Negotiate Insurance Solutions with Clients
  • How to Provide Personal Advice with General Insurance
  • Establish & Build Client Relationships and Analyse Their Finance and Insurance Needs

The complete package for professionals looking to cover all aspects of FSRA compliance and insurance advisory services. This four-course bundle equips you with the skills needed to navigate general and personal advice, build strong client relationships, and stay compliant with ASIC regulations.

3 Professional Development Short Courses – $550

  • How to Develop, Present, and Negotiate Insurance Solutions with Clients
  • How to Provide Personal Advice with General Insurance
  • Establish & Build Client Relationships and Analyse Their Finance and Insurance Needs

Stay ahead in your field with this targeted professional development bundle. These three courses provide advanced training in key areas of insurance advice and client relationship management, helping you refine your skills and offer more value to your clients.

Why Fusion Business College?

At Fusion Business College, we provide more than just education—we offer a path to success. Our ASIC-compliant, nationally recognised courses are designed to give you the confidence and competence needed to excel in financial services. All courses are fully online, allowing you to learn at your own pace and on your schedule. Whether you’re looking to train your team or advance your career, our courses and bundles offer exceptional value.

Start your journey with us today and unlock new opportunities in financial services!

For more information, contact us at 1300 807 177 or email training@fusioncollege.com.