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...

CPD Amended Binder Agreements: Short-term Insurance 21_22

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...

CPD Practical Application Of Economic Indicators 21_22

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...

CPD The Financial Markets Act 21_22

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...

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...

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...

CPD National Credit Act 21_22

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,...

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...

CPD The Consumer Protection Act 21_22

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...

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 Reinsurance Contracts 21_22

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...

CPD Fundamentals of Health Service Benefits 21_22

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. Course...

CPD Forex Investment Concepts 21_22

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. Course...

CPD The Process of Debarment 21_22

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...

CPD Understanding the New Regulatory Structure of the FSCA 21_22

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...

CPD Fundamentals of Short-term Insurance 21_22

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...

CPD Fundamentals of Long-term Insurance 21_22

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...