Overview Course summary The course is intended to provide product specific training for representatives providing advice in terms of the Niftycover Commuter Cover. Assessment and certification After completion of the workshop the learner must complete an electronic...
Course summary The amendments to the Short-term Insurance Regulations gazetted on 15 December 2017 became effective on 1 January 2018 with some later effective dates below. Corresponding amendments required to the Short-term Insurance Act 1998 (STIA) also...
Course summary In this course we will be focusing on that which is relevant to the South African Economy past and present, and the historic events that lead to the evolution of the South African economy for the 106 years between 1910 and 2017. Course accreditation CPD...
Course summary The course outlines and describes the basic portfolio styles, investment strategies and market theories and concludes with the interrelationship between these three aspects. Although the course focuses on concepts related to equity style investments;...
This course aims to acquaint the learner with the concepts pertaining to the understanding and interpretation of economic indicators concerning financial markets. The course is set at an intermediate level. Therefore, a basic understanding of economics and the...
Overview The Financial Markets Act (Act no. 19 of 2012) provides for regulation of the financial markets in South Africa. The course provides a brief introduction to the Act and thereafter consider the requirements and responsibilities imposed on the role-players...
Overview This short course outlines the Amended Codes of Good Practise on the Broad-Based Black Economic Empowerment Financial Services Sector Code effective from 1 December 2017, in terms of section 9(1) of the Broad -Based Black Economic Empowerment Act, (Act...
Overview The course is intended to provide product specific training for representatives providing advise in terms of the GetSure Legal Policy Course assessment and certification After completion of the workshop the learner must complete an electronic assessment on...
Overview Course summary This course outlines the regulations regarding the structure and sale of credit agreements in South Africa. Many financial services providers also provide credit agreements to clients in the course of their business operations and therefore,...
The course provides you with the learning material in preparation for the IOB Credit Agent Exam. One mock examination is also included. How to register for the exam? Inform [email protected] when you would like to schedule your exam (NB! Exams should be...
Overview The course is intended to provide product specific training for representatives registered in the Category I: Shares. Course assessment and certification After completion of the workshop the learner must complete an electronic assessment on the learning...
Overview Financial transaction, including banking and insurance transactions, where no advise or intermediary service was performed as defined in the FAIS Act, falls within the ambit of the Consumer Protection Act. Many FSPs also engage in the distribution of other...
Overview The course is intended to provide product specific training for representatives providing advise in terms of the GetSure Funeral Policy. Please note that changes to the August 2018 version has been highlighted in yellow. Course certification After completion...
Overview The course is intended to provide product specific training for representatives providing advice in terms of the GetSure Credit Life Policy. Please note that changes to the August 2018 version have been highlighted in yellow.
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. Course accreditation CPD Category: Online...
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...
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...
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...
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...
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...
