| 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 |