Career Program: Insurance & Investments

Get Career Ready with CLC

Get Career Ready with CLC

Compliance and Learning Center (Pty) Ltd is offering you the opportunity to Be Ready for your Career in the Financial Services Industry

What is the Career Program in Insurance & Investments?

There are many opportunities as a sales rep for insurance & investment products 

The sector is perfect for young persons as experience is not the most sought-after requirement 

To be a sales rep in the financial services industry, you must meet specific legal qualification standards 

CLC offers a 12-month learning package to complete the legal qualification standards 

The package also includes free career enrichment programs 

Program Contents

Legal Qualification Standards 

FETC Long-term Insurance NQF Level 4 Qualification 
RE5 Preparation Workshop 
Credit Agent Preparation Workshop 
Class of Business Training 

 Enrichment Programs 

Firefighter or First Aider Course 
FAIS | FICA | POPI Compliance Framework Courses 
Treating Customers Fairly for Representatives 
Ethical Sales Training 
Practical Conflict Management 

 

Structure

The program is structured over 12 months: 

1st Trimester – 7 March – 8 June 2022. 
2nd Trimester – 27 June – 27 September 2922 
3rd Trimester – 24 October – 7 February 2023
 
 Cut-off date for registration: 5 February 2022. 

Lectures for the standard program will take place on Mondays & Tuesdays
The lectures are facilitated under the leadership of the founder and industry expert, Anna Bouhail

Lecture dates for the enrichment program will be announced at the start of each trimester
You can attend the lectures in Alberton Gauteng or participate virtually via Zoom.  
Physical attendance at exam centres near you as required  
 
*Lecture days and trimester dates subject to change 

Great opportunity to obtain an equivalent school leaving qualification 

The program is best for school-leavers without matric, matriculants, and graduates

 

Prerequisite: Grade 10

Great opportunity to obtain an equivalent school leaving qualification 

The program is best for school-leavers without matric, matriculants, and graduates

 

Prerequisite: Grade 10

Potential Career Paths

Potential Career Paths

  • Insurance Broker

  • Financial Planner

  • Specialist Vehicle Salesperson (F & I)

  • Call Centre Agent

  • Bank Worker

  • Insurance Broker

  • Financial Planner

  • Specialist Vehicle Salesperson (F & I)

  • Call Centre Agent

  • Bank Worker

Fees For 2022

Fees For 2022

R22 700 Incl. VAT 

(once off payment) 

R22 700 Incl. VAT 

(once off payment) 

Payment Terms

Deposit R7 000 

Trimester payments: R6 000 X 3 

You can apply for finance for the partial payments via MobiCred

Learner POE’s will not be included in the INSETA Verification if full payments have not been received

 

Additional Costs 

RE5 Exam Fee: R1 226 

Credit Agency Exam Fee & Card: ± R1 500 

Payment Terms

Deposit R7 000 
Trimester payments: R6 000 X 3 
You can apply for finance for the partial payments via MobiCred
Learner POE’s will not be included in the INSETA Verification if full payments have not been received

 

Additional Costs 

RE5 Exam Fee: R1 226 
Credit Agency Exam Fee & Card: ± R1 500