CPLI education requirements

EDU points (education points) are a mandatory requirement for each level of CPLI membership, as follows: 

What courses qualify for EDU points? 

EDU points are awarded for courses based on the Australian Qualifications Framework (AQF) that also align with ALUCA’s Life Insurance Competency Framework.  

The AQF regulates all Australian qualifications and officially defines the level of education that each qualification title represents. Examples are Cert IV, Diploma, Grad Diploma, Degree, Masters etc, where the qualification title also relates to the number of years spent studying, the level and the competencies/curriculum studied. 

Award courses all have formal testing of the course content and or competencies. Those courses with specific life insurance industry focus are given greater weighting.  

Other courses that have been assessed by ALUCA’s education board which provide formal testing of competencies at the end of the course will also count. Some examples include G&T Risk Management’s full Underwriting course (equivalent to diploma level) and Sydney Eye Hospital’s medical terminology course. 

Reinsurer courses and other short courses will not qualify for education points if they don’t have one of: 

• Formalised testing 
• Assessment processes 
• Framework to test competency or curriculum at the end of any module 

However, ALUCA’s Board, Education Director and Education committee/panel will also determine whether a specific program could be accepted if it can be proven to meet ALUCA’s competency framework standards. These will be treated on a case-by-case basis; it is up to the individual to provide proof and highlight the links to their competencies. 

The list of suitable courses and activities is constantly being refined and updated to reflect evolving development activity, it also relates to the AQF. The most current list is in the following table.  

Approved programs for EDU points

EDU Points

Qualifying Courses

To be eligible for EDU points, a course must align with ALUCA’s Life Insurance Competency Framework and be based on the Australian Qualifications Framework (AQF).

AQF – Recognised Qualifications

Eligible qualifications are nationally recognised, linked to level, duration, and curriculum, and assessed through formal testing or competency evaluation.

Courses That Do Not Qualify

EDU points will not be awarded for courses lacking formalised assessments/exams, competency-based testing frameworks, or structured testing at the end of modules. This applies to most, reinsurer-led programs, informal or short courses.

Case-by-Case Assessment

Programs not listed among the approved list will be assessed on a case-by-case basis. Applicants must provide clear evidence of the course content and learning outcomes.

Conditions of Eligibility

Applicants may allocate and combine the points under each category, as relevant to their situation, to attain the required EDU points.

Points cannot be counted twice for qualifications gained whereby 50% of subjects are cross credited from another qualification.

Members will be required to supply documentation supporting their application, e.g., copy of Degree/Diploma, Certificate IV, Recognition of Prior Learning (RPL).

EDU Point Policy Changes

ALUCA reserves the right to update eligible programs and their associated EDU point allocations.

EDU points are calculated upon completion of these programs: 

NB: Please note that the criteria for the membership categories may be altered by the Board in future to ensure we align with the Australian Qualifications Framework (AQF).  

The list of suitable courses and activities as well as the points table is also constantly being refined and updated to reflect evolving development activity and regulatory requirements of the life insurance industry.   

The ALUCA education panel will assess each application and the supporting qualifications submitted, reviewing the content and duration of courses, and how this relates to life insurance and the individual’s competencies and/or professional development.  

EDU points and CPD points – What’s the difference? 

EDU points are awarded for assessable awards courses that are based on the Australian Qualifications Framework – such as Graduate Certificate, Diploma, PhD Masters or Undergrad Degree, Masters, Cert IV – or other courses of a similar standard. 

CPD points activities are generally not associated with an assessable awards course. The CPD points program is designed to ensure existing ALUCA’s CPLI members, and regular ALUCA members, maintain a high-level of relevant, current learning, insight and expertise.  

For more information on each of these, refer to CPLI Levels.