NameSummaryPriceBuy
12 Hour CPD Bundle

Save money while choosing your own courses

R700.00

18 hour CPD bundle

Save money while choosing your own courses

R1,000.00

6 Hour CPD Bundle

Save money while choosing your own courses

R400.00

Alberton – RE1 & RE5 Preparation Workshop – 1 & 2 December 2022

Physical workshop facilitated at a venue  (Map)
The workshop is in preparation for both RE1 and RE5

R2,090.00

Alberton – RE1 & RE5 Preparation Workshop – 10 & 11 September (weekend) 2022

Physical workshop facilitated at a venue  (Map)
The workshop is in preparation for both RE1 and RE5

R2,090.00

Alberton – RE1 & RE5 Preparation Workshop – 13 & 14 August (weekend) 2022

Physical workshop facilitated at a venue  (Map)
The workshop is in preparation for both RE1 and RE5

R2,090.00

Alberton – RE1 & RE5 Preparation Workshop – 15 & 16 November 2022

Physical workshop facilitated at a venue  (Map)
The workshop is in preparation for both RE1 and RE5

R2,090.00

Alberton – RE1 & RE5 Preparation Workshop – 15 & 16 October (weekend) 2022

Physical workshop facilitated at a venue  (Map)
The workshop is in preparation for both RE1 and RE5

R2,090.00

Alberton – RE1 & RE5 Preparation Workshop – 19 & 20 November (weekend) 2022

Physical workshop facilitated at a venue  (Map)
The workshop is in preparation for both RE1 and RE5

R2,090.00

Alberton – RE1 & RE5 Preparation Workshop – 19 & 20 October 2022

Physical workshop facilitated at a venue  (Map)
The workshop is in preparation for both RE1 and RE5

R2,090.00

Alberton – RE1 & RE5 Preparation Workshop – 20 & 21 July 2022

Physical workshop facilitated at a venue  (Map)
The workshop is in preparation for both RE1 and RE5

R2,090.00

Alberton – RE1 & RE5 Preparation Workshop – 20 & 21 September 2022

Physical workshop facilitated at a venue  (Map)
The workshop is in preparation for both RE1 and RE5

R2,090.00

Alberton – RE1 & RE5 Preparation Workshop – 23 & 24 July (weekend) 2022

Physical workshop facilitated at a venue  (Map)
The workshop is in preparation for both RE1 and RE5

R2,090.00

Alberton – RE1 & RE5 Preparation Workshop – 25 & 26 August 2022

Physical workshop facilitated at a venue  (Map)
The workshop is in preparation for both RE1 and RE5

R2,090.00

Cape Town – RE1 & RE5 Preparation Workshop – 3 & 4 November 2022

Physical workshop facilitated at a venue (map)
The workshop is in preparation for both RE1 and RE5

R2,090.00

Cape Town – RE1 & RE5 Preparation Workshop – 8 & 9 September 2022

Physical workshop facilitated at a venue (map)
The workshop is in preparation for both RE1 and RE5

R2,090.00

Career Program: Insurance & Investments

Be Ready for your Career in the Financial Services Industry

R22,700.00

Career Program: Insurance & Investments Deposit On Application

This Is where the deposit can be made toward the Career Program: Insurance & Investments

(Please note that this is only the deposit to secure your space in the Program and does not include the payments per Trimester)

R7,000.00

Career Program: Insurance & Investments Trimester Payment

This is where you can make payment per Trimester for Career Program: Insurance & Investments

(Please only make payment for each trimester after you have paid your deposit)

R6,000.00
Class 1: Short-term Insurance Personal Lines

COB online course

R595.00

Class 2: Short-term insurance: Commercial lines

COB online course

R595.00

Class 3: Long-term insurance

COB online course

R595.00

Class 4: Pension fund benefits

COB online course

R595.00

Class 5: Short-and long-term deposits

COB online course

R595.00

Class 6: Structured deposits

COB online course

R595.00

Class 7: Investments

COB online course

R595.00

Class 8: Forex investment business

COB online course

R595.00

Class 9: Health service benefits

COB online course

R595.00

CPD Amended Binder Agreements: Short-term Insurance 21_22

 

COB Category: Short-term Insurance Personal Lines & Short-term insurance: Commercial lines

Accreditation valid until: 30 June 2022

CPD Points allocated: 3.5  hours | points on completion and pass of assessment

ISSA Approval number: EVT-20210621-0022

R280.00

CPD Amended Financial Intelligence Centre Act 21_22

COB Category: All Classes of Business

Accreditation valid until: 25 January 2022

CPD Points allocated: 5.0 hours | points

FPI approval number: IISA EVT-20210118-0015

Course overview:  The amended Financial Intelligence Center Act course is a short course detailing the new requirements imposed on accountable and reportable institutions in terms of the Financial Intelligence Centre Amendment Act 1 of 2017.

The course has been updated in December 2019 to include ML/TF risk management concepts.

R400.00

CPD Amended Fit and Proper Requirements 20_21

COB Category: All Classes of Business

Accreditation valid until: 31 May 2021

CPD Points allocated: 3.5 points | hours

FPI approval number: FPI20050206

Course overview: The amended fit and proper requirements course are an on-line short course outlining the new fit and proper requirements prescribed under Board Notice 194 of 2017 as applicable to financial services providers and representatives in Category I.

R280.00

CPD Amended Fit and Proper Requirements 21_22

 

COB Category: All Classes of Business

Accreditation valid until: 30 June 2022

CPD Points allocated: 5.5  hours | points on completion and pass of assessment

ISSA Approval number: EVT-20210621-0023

R440.00

CPD Amended General Code of Conduct 21_22

COB Category: All Classes of Business

Accreditation validity: October 8, 2022

CPD Points allocated: 3.0 hours | points

FPI approval number: EVT-20210928-0037

Course overview: The process of making certain changes to the General Code of Conduct has now come to an end with the final amendments published on 26 June 2020.  Some of the provisions come into effect immediately while other provisions only start 6 or 12 months from date of publication (i.e. 26 December 2020 or 26 June 2021).

The course considers the amendments and considers the Code of Conduct in it entirety with the amendments in place.

R240.00

CPD Duties and Powers of the FAIS Ombud 21_22

COB Category: All Classes of Business

Accreditation valid until: July 31, 2021

CPD Points allocated:  3.0 hours | points on completion and pass of assessment

FPI approval number: EVT-20220207-0035

Course overview: The course considers the purpose as well as the duties and rights of the Office of the Ombud for Financial Services Providers; generally referred to as the FAIS Ombud. The published rules of the proceeding of the Office of the Ombud is also considered.

R240.00

CPD Evidencing Treating Customers Fairly 20_21

COB Category: All Classes of Business

Accreditation valid until: 31 May 2021

CPD Hours | Points allocated: 3.5 hours | points for successful completion and pass of online assessment

FPI approval number: FPI20050203

Course overview: Evidencing treating customers fairly is an on-line intermediate level workshop considering what is expected from product suppliers, financial services providers and intermediaries in terms of the six fairness outcomes outlined under the treating customers fairly regulatory initiative as well as on how to measure and evidence adherence to these outcomes.

R280.00

CPD Evidencing Treating Customers Fairly 21_22

 

COB Category: All Classes of Business

Accreditation valid until: 30 June 2022

CPD Points allocated: 9.0  hours | points on completion and pass of assessment

ISSA Approval number: EVT-20210621-0024

R720.00

CPD Fiduciary Duties of the Key Individual and Compliance Officer 21_22

COB Category: All Classes of Business

Accreditation valid until: 31 July 2021

CPD Points allocated:  6.0 hours | points on completion and pass of assessment

FPI approval number: EVT-20220207-0037

Course overview: The course outlines the fiduciary duties of a key individual and compliance officer as determined by the Financial Advisory and Intermediary Services (FAIS) Act. The requirement for approval is also considered.

R480.00

CPD Forex Investment Concepts 20_21 B

COB Category: Investments | Forex Investments

Accreditation valid until: 31 July 2021

CPD Points allocated: 2.0 hours | points for successful completion and pass of online assessment

FPI approval number: FPI20080093

Course overview:  The course considers the framework of the foreign exchange market in South Africa as well as applicable regulations. Concepts related to foreign exchange quotation is also considered as well as the different spot and derivative instruments.

R160.00

CPD Forex Investment Concepts 21_22

COB Category: Investments | Forex Investments

Accreditation valid until: October 8, 2022

CPD Points allocated: 2.0 hours | points for successful completion and pass of online assessment

FPI approval number: EVT-20210928-0033

Course overview: The course considers the framework of the foreign exchange market in South Africa as well as applicable regulations. Concepts related to foreign exchange quotation is also considered as well as the different spot and derivative instruments.

R160.00

CPD Fundamentals of Collective Investment Schemes 20_21

COB Category: Investments

Accreditation valid until: 31 May 2021

CPD Points allocated: 2 points/hours on completion and pass of online assessment

FPI approval number: FPI20050166

Course overview: The fundamentals of collective investment schemes is an on-line course considering the important concepts applicable to collective investment schemes. The course is an introductory /refresher course outlining concepts relating to collective investment schemes including the 2018 ASISA classification of collective investment schemes and financial products with underlying investments in collective investment portfolios.

R160.00

CPD Fundamentals of Collective Investment Schemes 21_22

 

COB Category: Investments

Accreditation valid until: 30 June 2022

CPD Points allocated: 6 hours | points on completion and pass of assessment

ISSA Approval number: EVT-20210621-0025

R480.00

CPD Fundamentals of Deposit Taking 20_21

COB Category: Short-term and long-term deposits | structured deposits

Accreditation valid until: 31 May 2021

CPD Points allocated: 2.0 hours | points

FPI approval number: FPI20050213

Course overview:  The course provides an overview of the deposit taking industry in South Africa and considers the regulatory framework hereof as well as concepts relating to deposit taking.

R160.00

CPD Fundamentals of Deposit Taking 21_22

 

COB Category: Short-and long-term deposits & Structured deposits

Accreditation valid until: 30 June 2022

CPD Points allocated: 6.0  hours | points on completion and pass of assessment

ISSA Approval number: EVT-20210621-0026

R480.00

CPD Fundamentals of Employer Sponsored Retirement Funds 20_21

COB Category: Pension fund benefits | Investments

Accreditation valid until: 31 May 2021

CPD Points allocated: 7 hours | points for successful completion and pass of online assessment

FPI approval number: FPI20050202

Course overview:  The course provides an overview of the retirement fund industry in South Africa and specifically concentrates on employer sponsored retirement funds. The course incorporates the newest changes especially with regard to the benefit payouts of provident funds.

 

R560.00

CPD Fundamentals of Employer Sponsored Retirement Funds 21_22

 

CPD Category: Online program

COB Category: Pension fund benefits | Investments

Accreditation valid until: 30 June 2022

CPD Points allocated:  13.0 hours | points on completion and pass of assessment

Approval number: EVT-20210621-0027

R1,040.00

CPD Fundamentals of Health Service Benefits 20_21

COB Category: Health Service Benefits

Accreditation valid until: 31 May 2021

CPD Points allocated: 3.5 hours | points for successful completion and pass of online assessment

FPI approval number: FPI20050071

Course overview:  The course considers the regulation of the health industry including arrangements between a medical scheme and third parties. Concepts relating to health service benefits including doing a comparative medical scheme analysis are also outlined.

R280.00

CPD Fundamentals of Health Service Benefits 21_22

 

CPD Category: Online program

COB Category: Health service benefits

Accreditation valid until: June 2022

CPD Points allocated: 8.5 hours | points on completion and pass of assessment

Approval number: EVT-20210928-0039

R680.00

CPD Fundamentals of Long-term Insurance 20_21

COB Category: Long-term Insurance

Accreditation valid until: 31 March 2021

CPD Points allocated: 2.5 hours | points

FPI approval number: FPI20050214

Course overview:  The fundamentals of long-term insurance are an on-line course considering the important concepts applicable to long term insurance. The course is an introductory /refresher course outlining concepts that need to be considered when assessing the long-term insurance needs of a client.

 

R200.00

CPD Fundamentals of Long-term Insurance 21_22

 

CPD Category: Online program

COB Category: Long-term insurance

Accreditation valid until: June 2022

CPD Points allocated:  6.5 hours | points on completion and pass of assessment

Approval number: EVT-20210621-0029

R520.00

CPD Fundamentals of Short-term Insurance 20_21

COB Category: Short-term Insurance: Personal Lines | Short-term Insurance: Commercial Lines

Accreditation valid until: 31 May 2021

CPD Points allocated: 4.0 points/hours on completion and pass of online assessment

FPI approval number: FPI20050204

Course overview:  The fundamentals of short-term insurance are an on-line course considering the important concepts applicable to short term insurance. The course is an introductory /refresher course outlining concepts that need to be considered when assessing the short-term insurance needs of a client. The concepts are applicable both to retail and personal lines insurance.

R320.00

CPD Fundamentals of Short-term Insurance 21_22

 

CPD Category: Online program

COB Category: Short-term Insurance Personal Lines & Short-term insurance: Commercial lines

Accreditation valid until:  June 2022

CPD Points allocated:  8.0 hours | points on completion and pass of assessment

Approval number: EVT-20210621-0030

R640.00

CPD Introduction to Crypto Currencies as an Investment Class 21_22

COB Category: Investments | Forex Investments

Accreditation valid until: October 8, 2022

CPD Points allocated:  1.5 hours | points on completion and pass of assessment

FPI approval number: EVT-20210928-0034

Course overview: This course is an introduction to Cryptocurrency (or Crypto Currency) as an investment class. It will address the nature, fees and general risks associated with such investments, with a specific focus on identifying appropriate clients, or group of clients, to this alternative intangible investment class.

R120.00

CPD New Supervision Arrangements 20_21

COB Category: All Classes of Business

Accreditation valid until: 31 January 2021

CPD Points allocated: 0.5 points/hours on completion and pass of assessment

FPI approval number: FPI20030030

Course overview:  Board Notice 86 of 2018 stipulates the conditions for which representatives may render services whilst working under supervision. This course considers the requirements imposed by the supervision exemption on financial services providers, supervised representatives and supervisors with regard to service rendered under supervision.

R40.00

CPD New Supervision Arrangements 21_22

 

CPD Category: Online program

COB Category: All Classes Of Business

Accreditation valid until: June 2022

CPD Points allocated: 1.5 hours | points on completion and pass of assessment

Approval number: EVT-20210621-0031

R120.00

CPD Policyholder Protection Rules: Long-term Insurance 21_22

COB Category:  Long-term Insurance

Accreditation validity: 1 September 2020 to 31 August 2021

CPD Points allocated:  11 hours | points on completion and pass of assessment

FPI approval number: EVT-20220207-0038

Course overview:  The course considers the policy holder protection rules (2017) issued in terms of the Long-term Insurance Act as amended by Government notice 997 of 28 September 2018.

The new rules also provide for micro insurance product standards to support the microinsurance regulatory framework as established by the Insurance Act 18 of 2017.

R880.00

CPD Policyholder Protection Rules: Short-term Insurance 20_21

COB Category: Short-term Insurance Personal Lines | Short-term Insurance Commercial Lines

Accreditation valid until: 31 May 2021

CPD Points allocated: 4.0 hours | points for successful completion and pass of online assessment

FPI approval number: FPI20050212

Course overview:  The course considers the policy holder protection rules (2017) issued in terms of the Short-term Insurance Act as amended by Government notice 996 of 28 September 2018. The new rules also provide for micro insurance product standards to support the microinsurance regulatory framework as established by the Insurance Act 18 of 2017.

R320.00

CPD Policyholder Protection Rules: Short-term Insurance 21_22

 

Course accreditation

CPD Category: Online program

COB Category: Short-term Insurance Personal Lines | Short-term Insurance Commercial Lines

Accreditation valid until: June 2022

CPD Points allocated: 9.5 hours | points on completion and pass of assessment

Approval number: EVT-20210621-0032

R760.00

CPD Portfolio Styles, Investment Strategies and Market Theories 21_22

 

CPD Category: Online program

COB Category: Long-term Insurance | Pension Fund Benefits | Structured Deposits | Investments | Forex Investments

Accreditation valid until: 30 June 2022

CPD Points allocated:  3.5 hours | points on completion and pass of assessment

Approval number: EVT-20210621-0033

R280.00

CPD Practical Application Of Economic Indicators 21_22

 

COB Category: All Classes of Business

Accreditation valid until: 11 Jan 2021

CPD Points allocated: 5.0 hours | points on completion and pass of assessment

IISA approval number: EVT -20210105 -0002

R400.00

CPD Protection of Personal Information Act 20_21

COB Category: All classes of business

Accreditation valid until: 31 May 2021

CPD Points allocated: 2.0 hours | points on successful completion and pass of assessment

FPI approval number: FPI20050211

Course overview:  All entities handling personal information of clients, employees and suppliers need to adhere to the requirement stipulated under the Protection of Personal Information (POPI) Act. These entities need to ensure that all employees handling personal information is aware of the data processing conditions stipulated under the POPI Act.

The POPI Workshop is an introductory program outlining the conditions of data processing imposed on any organisation handling personal information of individuals and/or entities. Apart from providing an overview of the framework in which the processing of data is regulated, the workshop also considers the data processing restrictions and best practice protocol.

The workshop provides evidence that employees are aware of the regulatory framework in which personal information must be processed.

 

R160.00

CPD Protection of Personal Information Act 21_22

 

CPD Category: Online program

COB Category: All Classes of Business

Accreditation valid until: June 2022

CPD Points allocated:  5.0 hours | points on completion and pass of assessment

Approval number: EVT-20210621-0034

R400.00

CPD Regulation of the South African Financial Markets 20_21

COB Category:  All classes of business

Accreditation valid until: 31 May 2020

CPD Points allocated: 1.5 Hours | Points for successful completion & pass of online assessment

FPI approval number: FPI20050201

Course overview:  The course considers the concepts related to regulation in general and more specific to the financial sector in South Africa. Applicable legislation is outlined in short; so, the reader can familiarise themselves with the South African regulatory universe of the financial sector.

 

R120.00

CPD Regulation of the South African Financial Markets 21_22

 

CPD Category: Online program

COB Category: All Classes of Business

Accreditation valid until: June 2022

CPD Points allocated:  4.5 hours | points on completion and pass of assessment

Approval number: EVT-20210621-0035

R360.00

CPD Reinsurance Contracts 21_22

COB Category: COB 1: Short-term Insurance Personal Lines | COB 2: Short-term Insurance Commercial Lines | COB 3: Long-term Insurance

Accreditation valid until: 8 October 2022

CPD Points allocated: 1.5 hours | points on completion and pass of assessment

FPI approval number: EVT-20210928-0039

Course overview:  The course outlines the concept of reinsurance policies. The different terms and conditions that can be attached to an insurance policy as well as products that can be used as an alternative are considered.

 

R120.00

CPD Requirements and responsibilities for Financial Services Providers 21_22

COB Category: All Classes of Business

Accreditation validity: October 8, 2022

CPD Points allocated: 3.0 hours | points on completion and pass of assessment

FPI approval number: EVT-20210928-0040

Course overview: The course considers the requirements imposed on a Financial Services Provider by the Financial Advisory and Intermediary Services (FAIS) Act to obtain and maintain their authorisation to provide financial services as a regular feature of business. Furthermore, the enforcement action that can be taken against a Financial Service Provider for non-compliance with the Financial Advisory and Intermediary Services (FAIS) Act is also considered.

R240.00

CPD The Amended Financial Sector Code for Broad-Based Black Economic Empowerment 21_22

 

COB Category: All Classes of Business

Accreditation valid until: 31 October 2022

CPD Points allocated: 7.5  hours | points on completion and pass of assessment

FPI Approval number: FPI20110018

R600.00

CPD The Consumer Protection Act 21_22

 

CPD Category: Online program

COB Category: All Classes of Business

Accreditation valid until: 30 June 2022

CPD Points allocated:  6.0 hours | points on completion and pass of assessment

Approval number: EVT-20210621-0036

R480.00

CPD The Financial Markets Act 21_22

COB Category: All Classes of Business

Accreditation valid until: 11 January 2021

CPD Points allocated:  4.50 hours | points on completion and pass of assessment

Approval number: Accredited by IISA EVT-20210105-0001

R360.00

CPD The History of the South African Economy 21_22

 

CPD Category: Online program

COB Category: All Classes of Business

Accreditation valid until: 30 June 2022

CPD Points allocated:  4.5 hours | points on completion and pass of assessment

Approval number: EVT-20210621-0038

R360.00

CPD The Internet of Things and Insurance 20_21

Course accreditation

COB Category: Short-term Insurance: Commercial Lines

Accreditation valid until: 31 January 2021

CPD Points allocated: 0.5 points/hours on completion and pass of assessment

FPI approval number: FPI20030031

Course overview: The Internet of thing and insurance course is a short course providing an explanation of the internet of things and how it is impacting on insurance.

R40.00

CPD The National Credit Act 21_22

 

CPD Category: Online program

COB Category: All Classes of Business

Accreditation valid until: 30 June 2022

CPD Points allocated:  5.5 hours | points on completion and pass of assessment

Approval number: EVT-20210621-0039

R440.00

CPD The Powers of the Financial Sector Conduct Authority 21_22

CPD Category: Online program

COB Category: All Classes of Business

Financial planning component: Ethics & Practice Standards

Advice component: Ethics, Standards & Compliance

Accreditation valid until: October 8, 2022

CPD Points allocated: 1.0 hours | points on completion and pass of assessment

FPI approval number: EVT-20210928-0035

Course overview: This text considers the powers of the Financial Sector Conduct Authority in terms of administration of the Financial Advisory and Intermediary Services (FAIS) Act, including enforcement action and other measures that may be taken to maintain the integrity of the financial services industry.

R80.00

CPD The Process of Debarment 21_22

COB Category: All Classes of Business

Accreditation validity:  8 October 2022

CPD Points allocated:  1.0 hours | points on completion and pass of assessment

FPI approval number: EVT-20210928-0042

Course overview:  The Financial Sector Conduct Authority has published a guidance notice 1 of 2019 to provide guidance on the application of section 14 of the FAIS act particular with the regard to the rational applied and the processed to be following when effecting debarments.

This course considers this guidance note as well as the statutory stipulations regarding debarment.

 

R80.00

CPD The Purpose of Fund policies 21_22

COB Category: Long-term insurance | Pension Fund Benefits | Health Services Benefits

Accreditation valid until: October 8, 2022

CPD Points allocated:  1.0 hours | points on completion and pass of assessment

FPI approval number: EVT-20210928-0036

Course overview: The course outlines the concept of fund policies. The different terms and conditions that can be attached to a fund policy as well as products that can be used as an alternative are considered.

R80.00

CPD Understanding the New Regulatory Structure of the FSCA 21_22

COB Category: All Classes of Business

Accreditation validity: October 8, 2022

CPD Points allocated: 4.5 hours | points on completion and pass of assessment

FPI approval number: EVT-20210928-0041

Course overview:  The course provides an in dept look at the mandate of the Financial Sector Conduct Authority as per the Financial Sector Regulation Act. The strategy as well as the new structure of the Financial Sector Conduct Authority is considered.

It is essential for all regulated officers to complete this course to understand the approach to regulation that will be followed in the future.

R360.00

Durban – RE1 & RE5 Preparation Workshop – 6 & 7 October 2022

Physical workshop facilitated at a venue (Map)
The workshop is in preparation for both RE1 and RE5

R2,090.00

FETC: Long-term Insurance 1st Trimester

For more information on, FETC: Long-Term Insurance Qualification, Click here

R3,780.00R4,320.00
FETC: Long-term Insurance 2nd Trimester

For more information on, FETC: Long-Term Insurance Qualification, Click here

R4,340.00R4,960.00
FETC: Long-term Insurance 3rd Trimester

For more information on, FETC: Long-Term Insurance Qualification, Click here

R3,640.00R4,160.00
FETC: Long-term Insurance Language Unit Standards

For more information on, FETC: Long-Term Insurance Qualification, Click here

R5,600.00R6,400.00
FETC: Long-term Insurance Maths Unit Standards

For more information on, FETC: Long-Term Insurance Qualification, Click here

R2,240.00R2,560.00
FSP Licensing FacilitationR4,400.00

IOB Credit Agent Exam

The Institute of Bankers Credit Agent Examination

An F & I (Specialist Motor Sales Rep) must comply with the requirements of a representative under the FAIS Act and must pass the IOB Credit Agent Exam. This service offering includes online preparation tools, exam fee & IOB Credit Agent Card

R2,420.00

Midrand – RE1 & RE5 Preparation Workshop – 14 & 15 July

Physical workshop facilitated at a venue (Map)
The workshop is in preparation for both RE1 and RE5

R2,090.00

Midrand – RE1 & RE5 Preparation Workshop – 27 & 28 October 2022

Physical workshop facilitated at a venue (Map)
The workshop is in preparation for both RE1 and RE5

R2,090.00

Port Elizabeth – RE1 & RE5 Preparation Workshop – 28 & 29 July 2022

Physical workshop facilitated at a venue (Map)
The workshop is in preparation for both RE1 and RE5

R2,090.00

Pretoria– RE1 & RE5 Preparation Workshop – 1 & 2 August 2022

Physical workshop facilitated at a venue  (Map)
The workshop is in preparation for both RE1 and RE5

R2,090.00

Pretoria– RE1 & RE5 Preparation Workshop – 17 & 18 November 2022

Physical workshop facilitated at a venue  (Map)
The workshop is in preparation for both RE1 and RE5

R2,090.00

Randburg – RE1 & RE5 Preparation Workshop – 15 & 16 September 2022

Physical workshop facilitated at a venue (map)
The workshop is in preparation for both RE1 and RE5

R2,090.00

Randburg – RE1 & RE5 Preparation Workshop – 22 & 23 November 2022

Physical workshop facilitated at a venue (map)
The workshop is in preparation for both RE1 and RE5

R2,090.00

Randburg – RE1 & RE5 Preparation Workshop – 30 June & 1 July

Physical workshop facilitated at a venue (map)
The workshop is in preparation for both RE1 and RE5

R2,090.00

RE Mock Session – 16 July 2022R530.00

RE Mock Session – 17 September 2022R530.00

RE Mock Session – 22 October 2022R530.00

RE Mock Session – 26 November 2022R530.00

RE Mock Session – 6 August 2022R530.00

RE1 & RE5 Online Prep Material & LessonsR800.00
RE1 Online Course

RE Online Preparation Workshop

R890.00

RE1 Study Guide

Buy hard copy of the study guide

 

R380.00
RE3 & RE4 Online Course

RE Online Preparation Workshop

R890.00

RE3 & RE4 Study Guide

Buy hard copy of the study guide

 

R380.00
RE5 Online Course

RE Online Preparation Workshop

R890.00

RE5 Study Guide

Buy hard copy of the study guide

 

R380.00
Virtual via Zoom – RE1 & RE5 Preparation Workshop – 10 & 11 September (weekend) 2022

Live workshop facilitated via Zoom
The workshop is in preparation for both RE1 and RE5

R1,640.00

Virtual via Zoom – RE1 & RE5 Preparation Workshop – 11, 12 & 13 October 2022

Live workshop facilitated via Zoom
The workshop is in preparation for both RE1 and RE5

R1,640.00

Virtual via Zoom – RE1 & RE5 Preparation Workshop – 13 & 14 August (weekend) 2022

Live workshop facilitated via Zoom
The workshop is in preparation for both RE1 and RE5

R1,640.00

Virtual via Zoom – RE1 & RE5 Preparation Workshop – 15, 16 & 17 August 2022

Live workshop facilitated via Zoom
The workshop is in preparation for both RE1 and RE5

R1,640.00

Virtual via Zoom – RE1 & RE5 Preparation Workshop – 19 & 20 November (weekend) 2022

Live workshop facilitated via Zoom
The workshop is in preparation for both RE1 and RE5

R1,640.00

Virtual via Zoom – RE1 & RE5 Preparation Workshop – 23 & 24 July (weekend) 2022

Live workshop facilitated via Zoom
The workshop is in preparation for both RE1 and RE5

R1,640.00

Virtual via Zoom – RE1 & RE5 Preparation Workshop – 28, 29 & 30 November 2022

Live workshop facilitated via Zoom
The workshop is in preparation for both RE1 and RE5

R1,640.00

Virtual via Zoom – RE1 & RE5 Preparation Workshop – 5, 6 & 7 July 2022

Live workshop facilitated via Zoom
The workshop is in preparation for both RE1 and RE5

R1,640.00

Virtual via Zoom – RE1 & RE5 Preparation Workshop – 5,6 & 7 September 2022

Live workshop facilitated via Zoom
The workshop is in preparation for both RE1 and RE5

R1,640.00

Virtual via Zoom – RE1 & RE5 Preparation Workshop – 8, 9 & 10 November 2022

Live workshop facilitated via Zoom
The workshop is in preparation for both RE1 and RE5

R1,640.00

Due to the Covid 19 Pandemic dates for the Physical Workshops are subject to change in the event of a change in the restrictions due to a particular lockdown level.

Frequently Asked Questions

Is it necessary to attend a workshop?

The RE1 and RE5 are licensing (competency) examinations that need to be passed by persons performing certain roles within the financial services industry.

As a licensing exam, the RE1 and RE5 is set by the regulator for the financial services industry. The regulator is known as the Financial Sector Conduct Authority (FSCA). Only a regulator approved exam body is permitted to invigilate taking of the exams. The current appointed exam body is Moonstone.

Although you can prepare for the exam on your own by using the legislation, this is tedious and most people find it very difficult to pass the exam on their own.

Compliance and Learning Center are the most reputable company to offer services to assist you to pass the RE1 and RE5 first time. Therefore, participation in a RE preparation workshop is not compulsory but highly recommended to ensure that you pass the first time with minimal study time.

What is an RE?

Please download the file below for a detailed explanation.

What is an RE

Do I need to prepare before attending?

The facilitator, Anna Bouhail does not recommend any preparation beforehand as she feels that the material is approached wrongly.

Anna teaches learners what to focus on when studying for the exam and how to study! wink

 

Do I need to study anything beside the study guide given?

No, laughing The study guide covers all aspects of the legislation that is examinable.

We provide you with all the tools to pass.

We give you the ingredients, we give you the recipe, you must just follow the recipe and pass. 

How long after the workshop must I go and write the exam?

We recommend that you write the exam from 2 to 3 weeks of attending the workshop to allow enough time for preparation.

Why is RE1 & RE5 offered as one workshop?

Both RE1 and RE5 test your knowledge regarding the regulatory framework of the financial services industry.

The workshop concentrate on explaining concepts relating to the exam, the industry and law rather than reading the guide.

In conclusion: The subject matter of RE1 and RE5 overlaps with 85% – it is only the perspective that differs.

What is the format of the workshop?

The workshop is facilitated live in two ways:

Virtual Workshop (via Zoom): The workshop is offered virtually via Zoom, making it easy to partake even with a cellphone. Participants can access the study material and other learning tools via the online course platform. R1 520

Physical Workshop (at a venue): The workshop is offered face to face at a venue. Workshops are facilitated physically in the following areas:

  • Alberton
  • Cape Town
  • Durban
  • Midrand
  • Pretoria
  • Randburg
  • Roodepoort