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澳大利亚及新西兰金融保险学会ANZIIF资格考试

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    ANZIIF是澳大利亚及新西兰金融保险学会(Australian And New Zealand Institute of Insurance and Finance)的简称。目前,在国际上有著名的三大保险专业资格认证机构:澳洲、新西兰金融与保险学会(ANZIIF)、英国的特许保险学会(CII)和美国的特许承保师学会(CPCU)。

  2.完成ANZIIF课程对日后的学业深造有何帮助?

  修完金融服务(普通保险)认证课程的学生或者其他ANZIIF认证课程的学生可以很容易地进入澳大利亚和新西兰的大学学习。

  查尔斯.斯德特大学(Charles Sturt University)最多可折算为工商(保险)学士学位10门课程的学分。

  迪金大学(Deakin University)保险学研究生文凭,工商管理硕士,商学硕士

  悉尼科技大学(university of Technology Sydney)保险学研究生证书

  梅西大学 (Massey University)保险管理研究生文凭

  国内保险专业毕业的学员可酌情免考ANZIIF的部分课程。

  ANZIIF、 CII、 CPCU学历相互承认,相关课程可获免考。

  3.ANZIIF考试的类别?

  金融服务(普通保险)认证课程从2004年7月开始费用下调为 每门570澳元/约3620元人民币

  (因银行汇率波动,以最新公布的汇率为准。)

    (2004年澳元:人民币汇率为1:6.36)

  四级证书课程(客户服务、保险产品、承保导论、索赔处理)

  FSI101 Serving the Customer

  FSI103 Insurance Products

  FSI104 Introduction to Underwriting

  FSI105 Claims Handling.

  香港及中国以外地区须多学一门

  FSI102 Insurance Law and Regulation

  文凭课程  (责任保险、人寿保险、商业保险、海事保险)

  FSI201 Liability Claims Management

  FSI202 Liability Underwriting Management

  FSI203 Personal Lines Claims Management

  FSI204 Personal Lines Underwriting Management

  FSI205 Commercial Lines Claims Management

  FSI206 Commercial Lines Underwriting Management

  FSI207 Marine Claims Management

  FSI208 Marine Underwriting Management

  每门包括两类保险课程: 承保管理和索赔管理

  学生必须修完4门四级证书课程,才可以学习文凭课程。

  学习材料有英文版本和中英文双语版本,试卷为英文。

  2005年将推出中文考卷。

  ANZIIF课程每年有2学期,2月—5月,7月—11月,

  报名截止时间:第一学期为2月23日,第二学期为7月26日金融服务(保险经纪)认证课程

  从2004年7月开始费用下调为 每门600澳元/约3815元人民币

  (因银行汇率波动,以最新公布的汇率为准。)

  (2004年澳元:人民币汇率为1:6.36)

  入门要求:

  students must, as a minimum, be employed in an insurance brokerage.

  It is also strongly recommended that they have completed study in

    general insurance or life insurance with the Institute or another

    education provider. In particular, the module FSI103 Insurance

    Products from the Institutes Certificate IV in Financial Services

    (General Insurance) is recommended.

  课程:The Diploma of Financial Services (Insurance Broking) comprises the

  Following five modules

  FSB231 Insurance Law and Regulation for Brokers, OR

  FSB236 New Zealand Insurance Law and Regulation for Brokers

  The Institute recommends students commence their study of the

    diploma with the first two modules: FSB231 Insurance Law and

    Regulation for Brokers (or FSB236 New Zealand Insurance Law and

    Regulation for Brokers) and FSB232 Providing Customer Advice.

  These modules provide an introduction to the content of the

    remaining modules.

  3. 金融服务(人寿保险)认证课程

  从2004年7月开始费用下调为 每门600澳元/约3815元人民币

  (因银行汇率波动,以最新公布的汇率为准。)

    (2004年澳元:人民币汇率为1:6.36)

  The Diploma of Financial Services (Life Insurance Stream) comprises

  six modules

  FSL511 Serving the Life Customer

  FSL512 Life Insurance Law and Regulation, OR

  FSL542 New Zealand Life Insurance Law and Regulation  

  For New Zealand students, all modules except FSL512 Life Insurance

    Law and Regulation incrude New Zealand content.

  The Institute recommends students commence their study of the

    diploma with the first two modules: FSL511 Serving the Life

    Customer and FSL512 Life Insurance Law and Regulation (or FSL542

    New Zealand Life Insurance Law and Regulation). It is then

    recommended that students continue with FSL514 Life Products to

    establish product knowledge prior to the study of distribution, claims

    and underwriting. These modules provide an introduction to the

    content of the remaining modules.

  4.金融服务(损失理算)认证课程

  从2004年7月开始费用下调为 每门600澳元/约3815元人民币

  (因银行汇率波动,以最新公布的汇率为准。)

  (2004年澳元:人民币汇率为1:6.36)

  入门要求: Course entry requirements

    The loss adjusting modules within the redeveloped Diploma of Financial

    Services (Loss Adjusting) presume that students have sufficient

    insurance related knowledge in such areas as insurance law, insurance

    policy coverage and insurance claims management practices.

    It is therefore strongly recommended by the Institute and essential to

    AICLAs membership criteria that students undertaking the course

    have previously completed either

    All, IINZ, CII or MII associate level studies

    OR

    have completed the Institutes Certificate IV in Financial Services

   (General Insurance) to become an ANZIIF (Assoc), or the Diploma

   of Financial Services (General Insurance) to become an ANZIIF

   (Snr Assoc)

    OR

    have received Advanced Standing Admission by AICLA on the basis

    of completed tertiary programs (or deemed equivalent). Advanced

    Standing Admission requires a written application to be made

    directly to AICLA. AICLA will determine suitability and will provide

    successful applicants with a letter of confirmation. The letter must

    be included with the course enrolment forwarded to the Institute.

  课程:Successful completion of theDiploma of Financial Services

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发布时间:2005-11-29

   

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