Qualification Outline
22/07/2026 9:35 AM AWST
Whilst all efforts are made to provide accurate and timely information from the relevant source/documentation, please be aware that the information supplied may not be the most current version. The accuracy of the detail has not been confirmed by the Department and therefore should not be relied upon without first confirming the contents.
Certificate IV in General Insurance
Certificate IV in General Insurance
FNS41411
D713
Replaced
Replaced
National Endorsed, State Implementation and Classification
Releases
| Release Version | Release Date | TGA Status | DTWD Status |
|---|---|---|---|
| 2.00 | 18/07/2013 | Current | Approved |
Description
This qualification is designed to reflect the role of persons carrying out work in general insurance in a range of organisations.
Possible work functions may include:
analysing insurance claims
applying procedures and strategies for retaining and enhancing the customer relationship
gathering risk information
motor and home assessors
sales and support
reviewing and assessing risk information.
Schedule
Packaging Rules
12 units must be achieved.4 core units
plus 8 elective units
5 elective units must be selected from the elective units listed below
3 elective units may be selected from the elective units listed belowor units from a Certificate IVelsewhere in the Financial Services Training Package. 2 of these elective units may be selected from any endorsed Training Package or accredited course. These elective units may be selected from a Certificate IV or Diploma qualification.
Elective units must be relevant to the work outcome, local industry requirements and the qualification level.
Core units of competency:
FNSINC401A Apply principles of professional practice to work in the financial services industry
FNSINC402A Develop and maintain in-depth knowledge of products and services used by an organisation or sector
BSBOHS201A Participate in OHS processes
BSBWOR401A Establish effective workplace relationships
Elective units of competency:
FNSASIC301C Establish client relationship and analyse needs
FNSASIC302C Develop, present and negotiate client solutions
FNSASIC304A Provide Tier 2 general advice in general insurance
FNSASIC305A Provide Tier 2 personal advice in general insurance
FNSCUS401A Participate in negotiations
FNSCUS402A Resolve disputes
FNSCUS505A Determine client requirements and expectations
FNSCUS506A Record and implement client instructions
FNSIAD501A Provide appropriate services, advice and products to clients
FNSINC501A Conduct product research to support recommendations
FNSISV401A Evaluate risk for new business
FNSISV402A Underwrite new business
FNSISV403A Survey potential risk exposure
FNSISV404A Underwrite renewal business
FNSISV405A Analyse insurance claims
FNSISV406A Use specialist terminology in insurance claims
FNSSAM401A Sell financial products and services
FNSSAM402A Implement a sales plan
FNSSAM403A Prospect for new clients
BSBCCO405A Survey stakeholders to gather and record information
BSBCUS301B Deliver and monitor a service to customers
BSBCUS401B Coordinate implementation of customer service strategies
BSBCUS403B Implement customer service standards
1. Core Units
All four (4) units must be completed
| State Code | National Code | Title | Hours | Type |
|---|---|---|---|---|
| D4168 | FNSINC401A | Apply principles of professional practice to work in the financial services industry | 20 | Unit of competency |
| D4169 | FNSINC402A | Develop and maintain in-depth knowledge of products and services used by an organisation or sector | 40 | Unit of competency |
| D1030 | BSBWOR401A | Establish effective workplace relationships | 40 | Unit of competency |
| D0887 | BSBOHS201A | Participate in OHS processes | 15 | Unit of competency |
2. Elective Units
At least five (5) and up to eight (8) units required must be chosen from the elective units listed.
Please refer to the packaging rules for the full details of available options.
Replaces
| State Code | National Code | Title | Type |
|---|---|---|---|
| S713 | FNS41410 | Certificate IV in General Insurance | Qualification |
Replaced By
| State Code | National Code | Title | Type |
|---|---|---|---|
| AWD0 | FNS41415 | Certificate IV in General Insurance | Qualification |
No information
Entry Requirements
Not applicable.
Traineeships and Apprenticeships