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

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Time allotted for course

The course consists of 4 topics with an assessment that needs to be completed. The time allotted for each aspect is as follows:

Topic number Title Word count Level Time allotted
Topic 1 Categorization of financial services providers 2 314 Introductory 60 minutes
Topic 2 Fit and proper requirements for the FSP 4 333 Introductory 100 minutes
Topic 3 Fit and proper requirements for representatives 3 275 Introductory 80 minutes
Topic 4 Responsibilities relating to competency requirements 2 579 Introductory 60 minutes
Assessment 30 minutes


    Total time 5.5




Assessment and certification

After completion of the workshop, the learner must complete an electronic assessment of the learning management system.

  • Form of assessment: Multiple Choice Questions
  • Number of questions: 10 questions
  • Duration: 30 minutes
  • Competency mark: 60%

Upon obtaining a competency mark of 60% the learner will receive a certificate of completion. The learner will be afforded an opportunity to re-do the workshop should a competency mark not be attained.