Insurance for visa holders and travellers

Insurance for visa holders and travellers CPD Short Course

Increasingly, the globalisation of large corporates, or simply the desire to live, work or study overseas, is seeing advisers needing to look at additional aspects of a client situation.

Where traditionally insurers may have limited questioning to a client’s place of birth, the desire for many Australians to permanently relocate overseas, or travel internationally for an extended period, is requiring unique treatment by insurers at underwriting, or for some, whether and how to continue to honour existing policies.

The vast array of different visas used by foreigners who may have decided to temporarily or permanently call Australia home means that analysing a client’s insurance needs is becoming an increasingly sought-after ability among risk advisers looking to broaden their skill set.

About our Course

Our Online Course explores the types of visas advisers can encounter, before looking at the way in which non-residents can be treated by insurers.

Insurance for visa holders and travellers is also is an informative topic in our Financial Services CPD library.

Program Content

  • Working, travelling or studying in Australia
  • Advising visa holders on insurance
  • Travel considerations and insurance
  • Residents and permanent departure

Learning Outcomes

  • Describe the different forms of visas that exist in Australia today
  • Discuss the types of requirements advisers should consider for visa holders seeking life insurance products
  • Explain the implications of travel for new and existing policy holders
  • Assess considerations for Australian residents who choose to permanently relocate overseas.

What you will learn

Who is this course for?

  • Compliance Managers
  • Representatives
  • Senior Managers

Units of Competency

Pre-requisite

Recognition of Prior Learning

Certification

You will be awarded a Certificate of Completion. It will be available online for you to download and print immediately.

ASIC-supervised licensees: Life Insurance
FAS-supervised licensees: Technical competence

Explore our Financial Services CPD

Our short course topics are also included in our annual subscription Financial Services CPD library.

Download Brochure

Frequently Asked Questions

Our CPD short courses are self-paced with online learning resources & on-going support.
  • You have up to 8 weeks to complete the learning and assessment requirements for your CPD short course.
  • Experienced professionals can complete in less time.

Our CPD short courses are assessed by a short open book multiple-choice exam.

To get started, either
  • Purchase your course online. (If checking out for your team, you can add multiple courses to the cart.) OR
  • Contact Us to arrange an invoice
Please note: Online orders may take up to 1 business day to be processed and for you to receive your course login details.  

To get started, either:
  • Purchase course/s online. (You can add multiple courses to the cart.) Please note: Online orders may take up to 1 business day to be processed and for your team to receive their course login details.
OR
Contact us for your Corporate Solution.
What will I learn in this workshop?2026-07-15T18:59:10+10:00

The workshop combines regulatory updates with practical compliance guidance, helping Responsible Managers better understand their obligations and strengthen their governance framework.

Topics include:

Credit regulation and licensing

Understand the current regulatory framework governing Australian Credit Licensees and ASIC’s expectations of Responsible Managers.

The role and responsibilities of a Responsible Manager

Explore what ASIC expects Responsible Managers to do in practice and how to effectively discharge your responsibilities.

Regulatory priorities

Understand the emerging issues and compliance risks currently attracting regulatory attention.

Recent ASIC regulatory outcomes

Review recent enforcement actions and regulatory outcomes with a focus on the role Responsible Managers played – and the lessons every licensee should learn.

Accountability and governance

Strengthen your oversight, governance and compliance framework through practical examples and proven approaches.

Managing your ongoing obligations

Learn practical tips for staying across your obligations, maintaining effective records and meeting your reporting responsibilities.

Financial Education Professionals acknowledges the Traditional Owners of Country throughout Australia. We pay our respects to Elders past, present and emerging.