CPLI frequently asked questions. Find out more about the ALUCA CPLI accreditation and CPLI membership

ALUCA’s Working party report into the implications from Hayne’s Royal Commission report specific to Life Insurance Underwriting, Claims and Rehabilitation professionals are significant.  

The working party recommended that these professionals need to be adequately trained with appropriate professional qualifications to perform their tasks and ensure that their actions not only conform with legislation and regulation but also meet community standards and expectations.  

It also recommended that these qualifications are used on all correspondence, thereby demonstrating their professionalism, and that there exists an open source competency framework against which the skills required to perform their roles are measured.  

ALUCA’s Certified Professional Life Insurance (CPLI) membership framework meets all of these requirements. Setting the professional benchmark for life insurance professionals based on their educational qualifications and competencies gained in life insurance, it ensures that all ALUCA accredited members comply with ALUCA’s Continued Professional Development (CPD) annual requirements, and is underpinned by ALUCA’s competency framework.  

Review to Apply for a CPLI membership for more information.  

You need to have gained both educational qualifications and years of experience in Life Insurance specific to claims, underwriters and rehabilitation professionals.  

No – this accreditation is very specific to life insurance only. We look at both your educational qualifications and the number of years and experience you have gained in life insurance. Both are important, so you will need to start at the ALUCA accreditation level specific to your education and years of experience spent working as Life Insurance professional – taking the lesser of the two.  

No – this accreditation is very specific to life insurance only. It is about both your education and experience gained in life insurance only.  

There are a couple of options. Firstly, you may be able to gain an educational qualification in life insurance via recognised prior learning (RPL).  ANZIIF provide this opportunity via their Recognition of Prior Learning (RPL) process where they will evaluate what you have learned either formally or informally and potentially provide a credit to a full or part ANZIIF qualification where appropriate. You can find out more about this on their website: anziif.com (recognition-of-prior-learning).   

Secondly, you can look at undertaking some formal educational qualifications. We have some suggested courses that you may want to consider on our Continuing Education page.  

Applicants will be required to supply certified documentation supporting their application, which demonstrates a course has been satisfactorily completed. Certified documents are copies of important documents which need to be certified as true copies of the originals by a person authorised to do so. At certain stages of the application process, for approval as a higher education provider and VET provider, you will be asked to produce “certified documents”.  

Find out more on the Department of Education, Skills and Employment website.   


  • Website links to institutions regarding qualifications 
  • An incomplete/partial qualification (if incomplete it is the responsibility of the applicant to contact the provider and request what an incomplete/partial degree would be equivalent to ie. Diploma / Cert IV.) 

Applications without all evidence will not be accepted. It is YOUR responsibility to attach all the relevant documentation. 

You need to obtain a copy form the pace you studied at. Sufficient information must be provided on a testamur, record of results and graduation statement to ensure that the documentation is able to be authenticated and to reduce fraudulent use. The testamur will contain sufficient information to identify correctly the:

  • Issuing organisation
  • Graduate who is entitled to receive the AQF qualification
  • Awarded AQF qualification by its full title
  • Date of issue/award/conferral
  • Person(s) in the organisation authorised to issue the documentation, and
  • Authenticity of the document, in a form to reduce fraud such as the issuing organisation’s seal, corporate identifier or unique watermark.

Refer to the AQF Qualifications Issuance Policy.

It is the responsibility of the applicant to contact the provider of your incomplete/partial qualification and request information on what this incomplete/partial qualification would be equivalent to i.e. Diploma / Cert IV etc. 

You need to qualify the relevance of the Degree/Diploma/Cert IV or course and how this relates to the AQF guidelines.  

Refer to the table on the CPLI education requirements page for information on how points are calculated, and the most recent listing of qualifications that are recognised for education points.