CPLI levels

CPLI accreditation is available across 4 levels – Affiliate, Associate, Associate Fellow, and Fellow. Each level has tiered education and industry experience requirements.

There are 4 levels of CPLI accreditation you can obtain, but you must be an ALUCA member first.

Each membership level recognises your qualifications, skills and experience in the life insurance industry. 

To qualify as an ALUCA CPLI (Certified Professional Life Insurance) member, the following criteria must be met:

CriteriaAffiliateAssociateAssociate FellowFellow
Minimum years life insurance industry work experience251015
EDU Points1489
ALUCA membership requirementMust be ordinary memberMust be ordinary or CPLI memberMust be ordinary or CPLI memberAt least 2 consecutive years as a CPLI member immediately prior to applying
Published PaperNoNoNoYes*
  • * Published Paper

Which CPLI level can I apply for?

Thinking about applying for a CPLI level? You’ll need to collect both EDU points (for your education, copies of your certificates) and YEARS (for your experience in the life insurance industry, your CV). If your points and experience land at different levels, your eligibility will align with the lower of the two.

What counts as an EDU point?

Assessable Award Courses  

Courses eligible for EDU points include University or TAFE qualifications such as Graduate Certificates, Diplomas, Undergraduate and Master’s Degrees, PhDs, Cert IVs, and other programs of equivalent standard. 

EDU Points Allocation 

The EDU points awarded vary depending on the course’s duration, assessed curriculum, and relevance to the life insurance sector. Points are granted for qualifications aligned with the Australian Qualifications Framework (AQF) or those of similar standing. These must involve formal assessment of content and/or competencies and indicate the level and length of study. 

Documentation Requirements

Applicants must provide copies of the certificates confirming successful course completion. For guidelines on acceptable copies, please refer to the CPLI FAQs. 

Note: Applicants will be required to supply documentation supporting their application, which demonstrates a course has been satisfactorily completed. 

Why don’t CPD points count towards EDU points?

CPD Activities and EDU Points  

Continuing Professional Development (CPD) activities are typically not linked to assessable award courses, which means they don’t contribute to your EDU points for CPLI accreditation. 

Annual CPD Requirement  

That said, it’s essential that all CPLI members actively maintain and grow their technical knowledge. To do this, you must complete a minimum of 30 CPD points each calendar year. 

Your YEARS of industry experience

YEARS refer to the hands-on experience you’ve gained working in life insurance—specifically as a Life Insurance Underwriter, Claims Professional, Rehabilitation or or Product professional. 

To become an ALUCA CPLI accredited member, you’ll need at least two years in one or more of these roles within the life insurance industry. 

New to the field? No problem! If you’re just starting out, you can join ALUCA as an ordinary member. And if you’re currently studying a relevant degree, you’re welcome to come on board as a student member. 

Please note: This requirement applies strictly to life insurance experience—it doesn’t include work in workers compensation. 

*ALUCA Fellow and your published paper

Reaching ALUCA Fellowship  

Becoming an ALUCA Fellow marks the peak of your professional journey with ALUCA. To earn this prestigious accreditation, you’ll need to meet the highest thresholds for both industry experience (YEARS) and education (EDU points), along with submitting a published research paper. 

About the Fellow Paper  

Your paper must be solely or mainly authored by you and published outside your workplace. It should focus on the life insurance industry and include external data, research, analysis, and a full reference list. 

Articles based purely on personal opinion, without research references, won’t be accepted. Internal newsletters—including ALUCA’s ReB—are also not eligible. However, the three winning ALUCA Turks Legal scholarship papers ie winner and 1st and 2nd runner up are eligible to apply with these papers stating the year that they won.  

The criteria has been updated as of August 2025.