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Training course ‘puts compliance into practice’

An ANZIIF course for brokers covers safe and compliant use of AI, renewals and managing conflicts of interest.

Australian and New Zealand Institute of Insurance and Finance CEO Katrina Shanks says compliance is “about protecting clients and earning their trust. For brokers, that means making sound decisions, managing conflicts of interest and safeguarding client information.”

The 50-minute Annual Compliance Update for Brokers course will help participants “put compliance into practice” and examine what providing financial services efficiently, honestly and fairly means.

 The course examines how brokers can use AI tools safely while protecting client information and following privacy guidelines.

“It shows you where client information can end up when it goes into an AI tool, what Australia’s privacy principles require of you, and what you and your brokerage need to have in place to stay compliant,” ANZIIF said.

Register here.