Describe and distinguish the features of the various types of personal and business insurance products, including related policy documentation and taxation issues.
Evaluate contemporary issues in insurance advice.
Develop and implement personal and small business risk management strategies using a range of general and life insurance policies.
Evaluate contemporary issues in insurance advice.
Apply financial planning practice while giving consideration to ethics and the legal and regulatory responsibilities owed by the adviser and the adviser’s organisation to the adviser’s clients and other stakeholders.
Critically analyse personal and small business risks.