CPDContinuing Professional Development

ALUCA acknowledges our sponsor partners

• We are a member led, independent life insurance industry association

• Educate, develop and connect

• We work with regulators, and other industry associations

• Investing in our technology to provide easily accessible member knowledge

• We provide non – award educational events, seminars and content for life insurance professionals

ALUCA: Driving professional excellence

Balancing experience and education: ALUCA’s capability framework

• Articulates the professional competencies required to perform in Underwriting, Claims and Rehabilitation roles

• Is an externally benchmarked tool that defines the minimum level of competence for a variety of roles

• Links to CPLI accreditation and CPD programs to demonstrate compliance with these competencies

• Each accredited membership level delivers recognition for your qualifications, skills and experience in the life insurance industry

• ALUCA’s accredited membership program for CPLI members requires members to undertake annual continuing professional development (cpd) activities.

ALUCA’s five levels of membership

CPD: fuelling your professional development journey

• CPD is different from CPLI but they go together

• Annual CPD is mandatory once you become an accredited CPLI member.

What is a Continuing Professional Development (cpd) Point and how does it differ to edu Points?

EDU: Education points are given to assessable award courses or those of an equivalent standard – these count for your accredited CPLI application.

CPD: Continuing Professional Development points are given to shortcourses and ongoing education that you may do. Reinsurer and other shortcourses count towards your cpd points but not to edu points

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A minimum of 40 CPD points in the calendar year.

CPD is a continuous activity to ensure a member’s skills and knowledge are kept up-to-date to the changing regulatory, legislative and community expectations landscape.

All CPLI members must watch and pass an annual ALUCA mandatory Regulatory & Ethics Webinar worth 5cpd points - held in September 2020.

40

You will need to keep a LOG Book of your CPD points

The ALUCA CPD Log book, in an easy to use excel format, helps you to keep a record of your CPD activities.

• Each hour equals 1 CPD point

• It provides details of the 17 key activities that qualify and the 5 key areas

• The CPD log is for use by you but you can use your own.

1 hour Equals 1

CPD point

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Your annual journey to 40 cpd points

Map out your annual training journey & record your points from Jan 1. Identify your knowledge gaps and set your goals.

You will be required to do an annual ALUCA mandatory regulatory webinar.

There are 5 key activity areas that have minimum cpd requirements for you to achieve & log.

StartJanuary

1st CompleteDecember

31st

Complete your cpddiary by December 31. CPLI members will be randomly selected for a log book check.

The 5 key cpd areas

1. Business, Technical & Specialist Competencies: min. 15 hours

2. Customer Care: min. 5 hours

3. Regulatory, Compliance & Consumer Protection: min. 5 hours

4. Professionalism & Ethics: min. 5 hours

5. General – no minimum, but 10 hours required if other categories are at minimum

5 1555510

TECHNICAL and SPECIALISTAn activity designed to help build business, technical and specialist competencies. It links withthe Business, Technical & Specialist Competencies in ALUCA’s Competency Framework.

EXAMPLES (15 hrs min)Technical and Specialist workshops, courses, seminars, internal/employer training, conference, writing and publishing a technical paper or delivering a technical workshop, participating in a technical special interest group, professional reading.*Note that professional reading has a maximum of 10 hours in total across all 5 CPD categories.

MODEOn-line, face to face, blended in a formal, non-formal or other environment.

15

CUSTOMER CAREAn activity designed to enhance and build a member’s customer focus. The customer is centralto all our activities and is fundamental across ALUCA’s Competencies shown in Section 6b)Understanding the Customer in the ALUCA Competencies document.

EXAMPLES (5 hrs min)Customer centric workshops i.e.; difficult conversations/phone skills/letter writing courses or seminars, internal/employer training, conference, writing and publishing a customer

MODEOn-line, face to face, blended in a formal, non-formal or other environment.

155

REGULATORY COMPLIANCE andCONSUMER PROTECTION

An activity designed to enhance the member’s understanding of applicable regulatory andlegal obligations and how to comply with them to ensure consumer protection. Legal andregulatory issues are specifically dealt with in the ALUCA Specialist Competencies inSections 7c), 7d), 8c, 9c) and 10c).

EXAMPLES (5 hrs min)In house/employer mandatory compliance training/privacy/life code/courses andworkshops, seminars, external training, conference, writing and publishing a regulatorycompliance paper or delivering a seminar.

MODEOn-line, face to face, blended in a formal, non-formal or other environment

1555

PROFESSIONALISM and ETHICS

An activity to enhance the member’s capacity to act as an ethical professional. These arereferred to in various parts of the ALUCA Competency Framework.

EXAMPLES (5 hours min)Professional and Ethical workshops i.e.; Code of conduct, bullying at work courses, seminars,internal/employer training, conference, writing and publishing a paper or delivering an ethicsworkshop.

MODEOn-line, face to face, blended in a formal, non-formal or other environment

15555

GENERAL

The activity is designed to enhance professional capabilities, knowledge and skills.

EXAMPLES (No min*)Generalist workshops such as leadership and management skills, computer, data andIT skills and mentoring or courses, seminars, internal training, conference etc

MODEOn-line, face to face, blended in a formal, non-formal or other environment

* No specific hours minimum mandated but you will need at least 10 hrs if you have achieved the minimum 30 hours across the other 4 categories

1555510

Driving professional excellence:

ALUCA is excited to be your partner on your cpd journey.