Course Title: Determine risk rating for investment and insurance products

Part A: Course Overview

Program: C5179

Course Title: Determine risk rating for investment and insurance products

Portfolio: BUS

Nominal Hours: 50.0

Regardless of the mode of delivery, represent a guide to the relative teaching time and student effort required to successfully achieve a particular competency/module. This may include not only scheduled classes or workplace visits but also the amount of effort required to undertake, evaluate and complete all assessment requirements, including any non-classroom activities.

Course Code




Learning Mode

Teaching Period(s)


City Campus


650T TAFE Business

Face-to-Face or Workplace

Term1 2007,
Term1 2008,
Term2 2008

Course Contact: Craig Kingsley

Course Contact Phone: 61 3 9925 5456

Course Contact Email:

Course Description

This unit covers the functions involved in monitoring and analysing risks and determining the risk rating associated with an existing or new investment or insurance product.
It covers in-depth knowledge of the Life Insurance industry, including industry regulations and codes of practice, insurance and other financial products, financial markets and investment characteristics.

Pre-requisite Courses and Assumed Knowledge and Capabilities


National Competency Codes and Titles

National Element Code & Title:

FNSINSV505A Determine risk rating for investment and insurance products


Analyse data collected

Communicate results to appropriate personnel

Determine risk rating for product

Monitor and collect information on risk factors

Learning Outcomes

As per the performance elements above.

Overview of Assessment

Assessment will incorporate a variety of methods including a collaborative research projects, presentations, closed book tests and/or examination.
Tests will comprise multiple-choice, case studies and short answer questions. It will assess underpinning knowledge and skills and the performance criteria of the unit.

You will receive ongoing feedback on your progress in the course. Feedback on assessment will be given in a timely manner. You will be informed about how to improve your performance in the competency/course and what you need to do to be deemed competent or to gain a pass in the assessment.