How to become a higher level CPLI member

ALUCA’s Certified Professional Life insurance (CPLI) members are required to achieve a minimum of 40 CPD points across ALUCA’s continuing professional development categories to maintain accreditation. You can read about this in more detail in ALUCA’s CPLI brochure here.


For all CPLI accredited memberships ie those higher than ‘Member’ level, you will need to apply on an ALUCA accreditation application form and provide signed copies of  educational qualifications, and a current resume to support the application – signed by your Manager as well as providing proof of the time you have spent in the life insurance industry.


Application form to upgrade to accredited ALUCA membership for new and existing members.


  1. Once you have completed the relevant application form with all supporting paperwork and signatures, this can then be sent to ALUCA’s secretariat at:
  2.  All applications will then be sent to ALUCA’s education panel consisting of a number of Board members and life members. An ALUCA education panel meet quarterly to consider all pending applications. Thus this process can take up to 3 months .
  3. For new members we will process higher level membership applications at ordinary membership level so you can take full advantage of ALUCA’s many membership benefits.
  4. Current members will remain at their existing level until their application has been approved at the higher level.
Academy of Life Underwriting (ALU)ALU1012
ALUMedical risk assessment principals (MRAP) Exam 11.5
ALUMedical risk assessment principals (MRAP) Exam 21.5
ANZIIFCert IV in Life Insurance2
ANZIIFDiploma of Life Insurance4
ANZIIFDiploma of Personal Injury Management4
ANZIIFDiploma in Financial Planning or Risk Management2
Chartered Insurance Institute (CII)Certificate in Insurance2
CIIDiploma in Life Insurance4
CIIAdvanced Diploma in Insurance6
G&T Risk ManagementTrainee UW program-with exams, assessed at Diploma level (40 assessable modules)3
Hospital/Provider approved by ALUCA ie. Sydney Eye HospitalMedical Terminology course - exam assessable1
Insurer Courses - approved courses by ALUCA education panel with exam assessable content. Please note these will be reviewed annually.OnePath- Claims trainee course-exam assessable
TAL-Trainee Underwriting course-exam assessable
AIA-Trainee Underwriting course
KAPLANCert IV in Life Insurance-Underwriting2
KAPLANCert IV in Life Insurance - Claims2
KAPLANDiploma in Financial Planning2
Personal Injury Education Foundation (PIEF)Cert IV of Personal Injury Management-Return to Work2
PIEFCert IV of Personal Injury Management-Claims2
PIEFDiploma of Personal Injury Management4
PIEFGraduate Certificate in Personal Injury Management6
PIEFMaster of Personal Injury Management8
Reinsurer Full CoursesCompletion of full set of claims modules or Underwriting modules ie. a minimum of 50+hours duration. Maximum of up to 1point only.0.25 to 1
University/TAFEMaster of Business Administration/Master of Commerce8
University/TAFEBachelor of Medicine/Medical Practitioner8
University/TAFEBachelor of Accounting/Actuarial/Law8
University/TAFEBachelor Nursing/Registered Nurse6
University/TAFEBachelor Dietetics, Occupation Therapy, Physiotherapy6
University/TAFEBachelor of Business/Commerce with a Major in Insurance6
University/TAFEBachelor of Psychology, Rehabilitation Counselling, Social Work etc6
University/TAFEOther Allied Health Bachelor Degree or Graduate Diploma4
University/TAFEBachelor of Business/Commerce with NO Major in Insurance4
University/TAFEUnrelated Tertiary degree ie. language degree, history degree etc Maximum of 3 points only to be claimed1 to 3
University/TAFEOther tertiary education that relates to specific business competencies specific to your role ie. Cert IV in Training and Assessment. Higher points are based on length of course and content0.25 to 1
Insurer or ReinsurerApproved Training program -as above - Please note that the maximum points are based on a long duration course that is assessable.0.25 to 1

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 is also constantly being refined and updated to reflect evolving development activity and regulatory requirements of the life insurance industry. The education panel will assess each application and the qualifications submitted to support each application looking at the content and duration of courses and how this relates to life insurance and the persons competencies/professional development.