Gold Seal Practice Management Pty Ltd
Melbourne, VIC, Australia
http://www.goldseal.com.au/

Diploma of Financial Services (Insurance Broking)

The Diploma of Financial Services (Insurance Broking) FNS50107 is a nationally recognised qualification accredited under the Australian Qualifications Framework. �?Target Audience This course is aimed at current broking staff wishing to attain or upgrade to Tier 1 Accreditation or Diploma level qualification, in particular Account Executives, Senior Account Executives, Broking Managers and ......
 

The Certificate IV in Financial Services FNS40107 is a nationally recognised qualification accredited under the Australian Qualifications Framework. �?Target Audience This course is aimed at general insurance and insurance broking staff wishing to attain or upgrade to Certificate IV level qualification and is also suitable for use as part of a Traineeship. The initial modules in the Certif......
 

An ASIC Tier 1 (Insurance Broking) accreditation programme offering a choice of delivery methods and NO EXAMS. This programme forms almost half of Gold Seal’s Diploma of Financial Services (Insurance Broking). �?Key Topics �?Financial Systems and Markets �?Compliance and Disclosure �?Client Relationship Management �?Monitoring and Measuring Service �?Client Needs Analysis �?Advising the ......
 

This workshop covers a core competency for Certificate IV and Diploma qualifications (FNSICIND401B Apply principals of professional practice to work in financial services) �?and includes assessment, so there are no workplace assignments or exams to complete. �?Key Topics �?Introduction to Financial Services �?The Insurance Sector �?Compliance in Financial Services �?Managing Information......
 

An ASIC Tier 2 accreditation programme offering a choice of delivery methods and an exam free assessment. This programme forms part of Gold Seal’s Certificate IV in Financial Services. Key Topics �?The Australian Financial System and Markets �?Financial Services Reform �?Compliance and Disclosure �?Retail General Insurance Products �?Analyse Client Needs �?Develop and Present Client ......
 

We know that sound business practices, risk management and success in business are often dependent on effective Business Planning �?but we are often confounded by the intangible nature of the task. For those who can relate to this frustration, this programme is designed to provide knowledge and skills to help you prepare a plan that all in your organisation can use �?and that steers business p......
 

Most employees don’t come to work to do a bad job deliberately! But on occasion, the performance of an individual can slip below required standards, leading to workplace challenges varying from slight corrections through to summary dismissal. The skill of performance counselling can then become critical, both for risk management purposes and to maintain the morale of the poor performer. ......
 

All employers and employees have legal obligations regarding health and safety in the workplace. This workshop, designed specifically for the office environment, will help employers meet their legal responsibilities by understanding key elements of the OH&S programme. �?Key Topics �?Key elements of OH&S legislation �?Management and employee responsibilities �?Common office hazards �?Off......
 

The Recruitment process is without doubt one of the most critical areas of people management. Fraught with legal issues throughout the process, plus the bottom line costs of not getting it right can be incredibly daunting for the uninitiated. The interviewer can feel lost without specific guidelines to follow. This course helps to ensure that the organisation hires the right people for the ri......
 

An increasingly important people and practice management skill, this practical course will help participants to understand the benefits of good performance management, such as better business results, higher staff retention and morale, and compliance with both financial services regulatory requirements and employment laws. Key Topics �?Implementing or improving performance management �?tip......
 

This course is critical to owners and managers to assist in managing the people risk to the business. It educates participants in the legislative background to Equal Opportunity, and will raise awareness of the behavioural requirements of both employees and employers in the workplace. It will also help to identify and correct inappropriate behaviour to comply with the legislation. Key Topi......
 

Effective HR management is a combination of best practice and risk management. This workshop overviews the elements of the Human esources Portfolio and discusses the link between HR and the Business Plan. Participants will learn about sound people management processes and develop an awareness of the IR/HR legislation that governs our employment landscape. Incorporates WorkChoices changes. ......
 

In today’s professional business environment, the telephone is used as a key communication tool. This puts our telephone skills clearly in the limelight, and they have become a priority to ensure career success. This program provides participants with useful strategies to ensure they employ a high level of telephone etiquette, and maximise their opportunities when conducting telephone ......
 

“Speaking in public�?�?three words guaranteed to raise the heart rate of the most confident of individuals! This workshop addresses the situations that your team will come across almost daily, such as presenting reports to management teams and boards, company or product benefits to clients, recommendations to committees and so on. Key Topics �?Preparing the presentation �?Know the audienc......
 

Of particular importance to intermediaries, the skill of negotiation can result in more profitable sales results, happier clients, a more confident team and better inter-departmental relationships. This session presents techniques in dealing effectively with obstacles and opposition tactics and negotiating for successful outcomes using integrity, assertive communication styles and the ‘win-wi......
 

As every single day flashes by faster and faster, we all need to find new perspectives on how to manage our time more effectively. This popular half day session aims to increase the effectiveness and/or efficiency of personal and corporate time use. Key Topics �?Applying an analytical framework to time-management challenges to produce an objective rather than emotional view �?Establishing......
 

Designed as a follow up to Building Client Relationships, this workshop covers the establishment and leadership of a sound client service-oriented team, and helps you to establish systems and measurement of client service principles. Key Topics �?What is quality customer service? �?The importance of focusing on customer service �?Assessing the current level of customer focus in the organ......
 

This workshop introduces people involved in sales to specific behaviours and techniques aimed at building their record of success. It enhances existing confidence and competence to enable increased closing rates on a sustainable basis, and the building of strong client relationships and greater client satisfaction levels. Key Topics �?Overview of the Sales Process �?Setting the scene �?......
 

Managing interpersonal differences isn’t easy. Signs of mismanagement are everywhere �?backbiting rivalry, bitter divorces, bickering coworkers. Mishandling these differences leaves emotional scars, diverts energy from where it’s really needed and undermines morale. In the face of all this difficulty, many people walk away from conflict. Despite the risk of pain and irritation, however, the r......
 

The world of professional business can place many demands on our abilities �?often in areas that are not in our range of core skills. This workshop is designed to help participants to improve their day-to-day writing skills and deal with any writing tasks they may come across, in order to get ahead in the business world. Key Topics �?Planning a document �?Types of words to use and avoid w......
 

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