CPD The Purpose of Fund policies 21_22


COB Category: Long-term insurance | Pension Fund Benefits | Health Services Benefits

Accreditation valid until: October 8, 2022

CPD Points allocated:  1.0 hours | points on completion and pass of assessment

FPI approval number: EVT-20210928-0036

Course overview: The course outlines the concept of fund policies. The different terms and conditions that can be attached to a fund policy as well as products that can be used as an alternative are considered.

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Time allotted for course

The course consists of 2 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 Introduction to fund policies 1 558 Intermediate 20 minutes
Topic 2 Characteristics of the different types of fund policies 4 338 Intermediate 40 minutes


    Total time 1.0 hours


Assessment and certification

After completion of the workshop the learner must complete an electronic assessment on 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 learning 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.