PRODUCT SPECIFIC TRAINING: NIFTYCOVER COMMUTER COVER

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...

Product Specific Training: Getsure Legal Product

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...

Product Specific Training: Debentures

Overview The course is intended to provide product specific training for representatives registered in the Category I: Debentures and securitised debt Course assessment and certification After completion of the workshop the learner must complete an electronic...

Product Specific Training: Warrants

Overview The course is intended to provide product specific training for representatives registered in the Category I: warrants, certificates and other instruments acknowledging debt. Course certification After completion of the workshop the learner must complete an...

Product Specific Training: Collective Investment Schemes

Overview The course is intended to provide product specific training for representatives registered in the Category I: Participatory interest in collective investment schemes Course assessment and certification After completion of the workshop the learner must...

IOB Credit Agent Prep Course

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...

Product Specific Training: Equity Instruments

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...

Product Specific Training: Getsure Funeral Policy

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...

Product Specific Training: Getsure Credit Life Product

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.

CPD Protection of Personal Information Act 21_22

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...

CPD Evidencing Treating Customers Fairly 21_22

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...

CPD Amended Financial Intelligence Centre Act 21_22

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...

COB Final Module: Class 9

This module is the final module in order to be certified for COB: Class 9 – Health Services Benefits Please download the course material here. Please read through the material and complete the assessment....

COB Final Module: Class 8

This module is the final module in order to be certified for COB: Class 8 – Forex Investments Please download the course material here. Please read through the material and complete the assessment. COB-3-8_Forex-Investments_Class-81Download

COB Final Module: Class 7

This module is the final module in order to be certified for COB: Class 7 – Investments This module is the final module in order to be certified for COB: Class 7 – Investments COB-Module-37_Investments-Class31Download

COB Final Module: Class 6

This module is the final module in order to be certified for COB: Class 6 – Structured deposits. Please download the course material here. Please read through the material and complete the assessment. COB-3-6_Structured-Deposits_Class-61Download

COB Final Module: Class 5

This module is the final module in order to be certified for COB: Class 5 – Short-term and long-term deposits. Please download the course material here. Please read through the material and complete the assessment....

COB Final Module: Class 4

This module is the final module in order to be certified for COB: Class 4 – Pension Fund Benefits. Please download the course material here. Please read through the material and complete the assessment. COB-3_4_Pension-funds1Download

COB Intermediate Module: Class 5 & 6

The participant must have completed and passed the COB Module 1 (A) – Overview of the financial services sector first before undertaking this module. This module forms part of the Class of Business Training for Business Class 5 & 6: Short-term and long-term...

COB Final Module: Class 3

This module is the final module in order to be certified for COB: Class 3 – Long-term insurance. Please download the course material here. Please read through the material and complete the assessment....