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UPGRADE APPLICATION FOR
ACCREDITED MEMBERSHIP EXISTING MEMBER
AUSTRALASIAN LIFE UNDERWRITING & CLAIMS ASSOCIATION INC.
ABN: 22 198 546 848
ACCREDITED ALUCA MEMBERSHIP
INFORMATION
A strong and successful industry stands on the quality of its practitioners. ALUCA recognises the importance of this and is dedicated to providing members with ongoing education and continuous professional development.
ALUCA's accreditation scheme demonstrates our commitment to ensuring ALUCA members are able to maintain and enhance their competencies and performance throughout their careers in life insurance and, in turn, deliver high quality customer and business outcomes.
ALUCA's accreditation scheme has been specifically designed to help raise the standard and professional status for qualified life insurance underwriters, claims and rehabilitation managers. By establishing and setting an accreditation scheme as the peak professional benchmark for Certified Professional: Life Insurance (CPLI) Underwriters, Claims Managers and Rehabilitation Managers in the Life Insurance industry, it sets an ongoing high standard for the profession.
ALUCA accreditation starts at an Affiliate level of membership onwards and shows that you are a qualified professional underwriter, or claims or rehabilitation professional recognised by your peers for your life insurance experience, business, technical and specialist competencies and formal qualifications. It also means that you have made a commitment to your ongoing professional development.
ACCREDITED MEMBERSHIP BENEFITS
Strengthens the careers and professionalism of accredited members
Provides an objective means for distinguishing individuals who can meet recognised professional standards
Strengthens the industry’s reputation with business and the community
Helps with building competencies with continuous learning.
Accredited Level Education Points required
Years in Life Insurance - U/writing, Claims or Rehab*
Capability Framework level
Affiliate CPLI
1 to 3 points
2 to 4 yrs
Level 1 - 2: Core
Associate CPLI
4 to 7 points
5 to 9 yrs
Level 2 - 3: Core to Advanced
Associate Fellow CPLI
8+ points
10+ yrs
Level 3 - 4: Advanced to Expert
Fellow CPLI
8+ points & LI Published paper
15+yrs
Level 4: Expert
* Please note this is specific to Life insurance not general insurance, workers compensation or other areas.
ACCREDITED MEMBERSHIP
Next Steps
To become an ALUCA Certified
Professional in Life Insurance (CPLI)
member, you must qualify as an ALUCA
Fellow, Associate Fellow, Associate or
Affiliate when you upgrade from your
existing membership level. Each year you
must be able to demonstrate you are
keeping your technical skills and
knowledge updated via an annual program
of continuous professional development
(CPD)gaining a minimum of 35 CPD points
and abide by ALUCA's Code of Ethics and
FSC's Code of Practice. It is also mandatory
to attend/view an ALUCA webinar around
regulatory requirements/ethics.
An ALUCA accredited member can then
use the CPLI post nominals: Jane Smith
Assoc CPLI (ALUCA).
To apply for ALUCA Certified Professional
Life Insurance accreditation you must be a
life insurance underwriter and/or claims
manager/ and or rehabilitation expert with
a minimum of 2+ years life insurance
experience, with at least 2 years of those
practising in Australia, with relevant
educational qualifications specific to the
accredited level you are applying for as
well as underwriting/claims authority
levels. Please refer to the accredited level
table on the previous page.
Please note you will need to obtain both
the relevant amount of years working in
Life Insurance in an Underwriting, Claims
or Rehabilitation role and ensure that you
have the right amount of educational
points to qualify. Please refer to the
educational points chart at the end of the
brochure to determine this.
Complete the relevant application which
must be signed by your manager (if you
are a service provider you will need
endorsement from a client in Life
Insurance to verify time spent working in
Life Insurance). You must include
supporting paperwork and pay the correct
fees.
You will remain at your existing
membership level whilst your application
is sent on to ALUCA's CEO, and Board
members
Once approved you will be advised of the
outcome by the Secretariat Officer. If the
criteria was not met you will also be
notified as to why and will be reimbursed
the difference in membership fees.
ALUCA Membership Subscription is for 1 Year from 1 January to 31 December.
PLEASE ANSWER ALL SECTIONS:
TITLE
FIRST NAME
SURNAME
ADDRESS
TOWN/CITY
COUNTRY
POSTCODE
EMAIL work
EMAIL home
MOBILE
COMPANY
POSITION TITLE
INTEREST AREAS
Underwriting / Claims / Rehabilitation / Other
WORK PHONE
MEMBERSHIP LEVEL: PLEASE TICK THE LEVEL YOU ARE APPLYING FOR
MEMBERSHIP LEVEL
ANNUAL ALUCA SUBSCRIPTION FEES
Post nominal: CPLI Certified Professional- Life Insurance
ANNUAL FEE + GST
JOINING/ADMIN FEE + GST
GST TOTAL A$ LEVEL APPLYING FOR? Please Tick
AFFILIATE
(Aff CPLI)
$125 + GST $75 + GST $20 $220
ASSOCIATE
(Assoc CPLI)
$130 + GST $75 + GST $20.50 $225.50
ASSOCIATE FELLOW
(Assoc Fellow CPLI)
$140 + GST $75 + GST $21.50 $236.50
FELLOW
(Fellow CPLI)
$150 + GST $75 + GST $22.50 $247.50
THESE SECTIONS MUST ALL BE COMPLETED
LIFE INSURANCE AUTHORITY LEVELS Underwriting or Claims or Rehabilitation Authority Level ie Chief Underwriter etc
Please describe item, limit and $ amount / cases that you have authority for?
YEARS OF LIFE INSURANCE EXPERIENCE U/writing, Claims or Rehabilitation Years Gained Working in Life Insurance Industry – this is important and only means life insurance not general insurance or workers comp.
Years
Australia
O/seas (PLEASE LIST)
DETAILS OF EDUCATIONAL QUALIFICATIONS Name of Institution Qualification and Year Gained ALUCA Education Points
(please refer to points table)
DETAILS OF POSITIONS HELD – ( You may include a CV for this section) Position and Company
Type and duration of experience Years?
CV or list experience
EVIDENCE: Accredited Membership Applicants will be required to supply certified documentation supporting their application. Demonstrating a course has
been satisfactorily completed. A certified copy is a photocopy of the original document with the signature from your
manager or an appropriate authority, e.g. lawyer, principal, accountant, doctor, indicating that they have sighted the
original.
Attach copies of the qualification certificates on which your application is based.
Please ensure your Manager signs this copy to cite its authenticity and your application
PAYMENT: CREDIT CARD PAYMENT IS PREFERRED
BANK DEPOSIT: NAB Bank BSB: 083 004 Account No: 51 8734834
Account Name: Australasian Life Underwriting and Claims Association Inc.
It is recommended that Overseas residents pay by credit card to avoid bank fees.
CARD NUMBER
EXPIRY DATE
TYPE OF CARD ( ) Amex ( ) Visa ( ) Mastercard
CCV
NAME ON CARD
AMOUNT $
SIGNATURE
DATE
IMPORTANT CONDITIONS Please note that the submission of this application indicates that the applicant accepts the requirement for the fees relevant to the membership category, the applicant’s name may be published with a list of members of the appropriate membership category, the need to perform 35 hours of CPD each year, a willingness to be audited in respect of CPD and the acceptance of any consequences of such an audit.
APPLICANT’S DECLARATION By signing this ALUCA membership form for an accredited Certified Professional-Life Insurance membership you are declaring that all the information in your application is correct, the attached copy documents are genuine and you have read and understood the terms and conditions of ALUCA's accredited membership levels which will cease to exist should you cease to become an ALUCA member or not maintain your annual CPD. You agree to be bound by these terms and conditions. You also authorise ALUCA to verify the details shown on this application by contacting any organisation or institution noted on this application, or by requiring you to submit such documents as considered necessary by ALUCA. Anyone having given false information in order to obtain an accredited membership with ALUCA is liable for immediate expulsion. In the event of your admission as a member, you agree to be bound by the rules of the Association and by the ALUCA Code of Conduct
MANAGER’S CONFIRMATION I confirm that to the best of my knowledge and belief the above information is correct and I recommend the individual’s application
Our privacy policy complies with Privacy Act 1988 and is available on our website at www.aluca.com
NEXT STEPS Please COMPLETE AND SUBMIT this application form, with supporting documentation to E: secretariatofficer @aluca.com
APPLICANT’S SIGNATURE:
DATE:
MANAGER'S SIGNATURE:
NAME & TITLE
DATE: Contact Number:
ACCREDITATION EDUCATIONAL POINTS
INSTITUTION COURSE POINTS
G&T Risk Management Trainee UW program 3
Appropriate Hospital or provider Medical Terminology 1
Reinsurer or Insurer Approved Training program not one off seminar 1 to 3
Personal Injury Education Foundation(PIEF) Cert IV in Personal Injury Management (Return to Work) 2
Personal Injury Education Foundation (PIEF) Cert IV in Personal Injury Management (Claims) 2
Personal Injury Education Foundation (PIEF) Diploma of Personal Injury Management 4
Personal Injury Education Foundation (PIEF) Graduate Certificate in Personal Injury Management 6
Personal Injury Education Foundation PIEF Master of Personal Injury Management 8
Academy of Life Underwriting (ALU) ALU101 2
Academy of Life Underwriting (ALU) ALU201 2
Academy of Life Underwriting (ALU) ALU202 2
Academy of Life Underwriting (ALU) ALU301 2
ANZIIF Cert IV in Life Insurance 2
ANZIIF Diploma of Life Insurance 4
ANZIIF Diploma of Personal Injury Management 4
ANZIIF Diploma in Financial Planning or Risk Management 2
Chartered Insurance Institute (CII) Certificate in Insurance 2
Chartered Insurance Institute (CII) Diploma in Insurance 5
Chartered Insurance Institute (CII) Advanced Diploma in Insurance 8
Chartered Insurance Institute (CII) Fellowship 8
KAPLAN Cert IV in Life Insurance - Underwriting 2
KAPLAN Cert IV in Life Insurance - Claims 2
KAPLAN Diploma in Financial Planning 2
University/TAFE Master of Business Administration/Master of commerce 8
University/TAFE Bachelor of Medicine/Medical Practitioner 8
University/TAFE Bachelor Accounting/Actuarial/Law 8
University/TAFE Bachelor Nursing/registered Nurse 6
INSTITUTION
COURSE
POINTS
University/TAFE Bachelor Dietetics, Occupation Therapy, Physiotherapy 6
University/TAFE Bachelor of Business/Commerce with a major in Insurance 6
University/TAFE Bachelor of Psychology, Rehabilitation counselling, social work etc 6
University/TAFE Other Allied Health bachelor degree or graduate diploma 4
University/TAFE Bachelor of Business/Commerce with NO major in Insurance 4
University/TAFE Other commercially related tertiary education 1 to 2