COB Module 3 (7) – Financial Securities & Instruments

Accreditation

The course is developed and quality assured by Forward Personal and Business Excellence Institute, an accredited INSETA Provider - INSETA Provider Nr: 130228

Overview

This module is the final module in order to be certified for COB: Class 7 - Investments

It is a prerequisite to complete and pass the following COB modules before this course can be undertaken.

  • COB Module 1 (A) – Overview of the financial services sector: All business classes
  • COB Module 2 (I) – Introduction to portfolio selection: Class 3; 7 & 8
Instructor:  Anna Bouhail
already started
English
R0.00
Details

COB Module 3 (9) – Health Services Benefits Concepts

Accreditation

The course is developed and quality assured by Forward Personal and Business Excellence Institute, an accredited INSETA Provider - INSETA Provider Nr: 130228

Overview

This module is the final module in order to be certified for COB: Class 9 – Health Services Benefits

It is a prerequisite to complete and pass the following COB modules before this course can be undertaken.

  • COB Module 1 (A) – Overview of the financial services sector: All business classes
Instructor:  Anna Bouhail
already started
English
R0.00
Details

New supervision arrangements

Accreditation: Completion of program awards you 1 CPD points | hours for purpose of FAIS fit and proper requirements

Class of Business Categories: All classes of business

Topic: Ethics & Practice Standards

FPI approval number: FPI19030040

Overview

Board Notice 86 of 2018 stipulates the conditions for which representatives may render services whilst working under supervision. This course considers the requirements imposed by the supervision exemption on financial services providers, supervised representatives and supervisors with regard to service rendered under supervision.

Instructor:  Anna Bouhail
June 26, 2018
English
R80.00
Details

Fundamentals of Collective Investment Schemes FAIS CPD course

Accreditation: Completion of program awards you 4 verifiable CPD points | hours for purpose of FAIS Fundamentals of Collective Investment Schemes

Class of Business Categories: Investments

Topic: Asset management

FPI approval number: FPI 8080077

Overview

The fundamentals of collective investment schemes is an on-line course considering the important concepts applicable to collective investment schemes. The course is an introductory /refresher course outlining concepts relating to collective investment schemes including the 2018 ASISA classification of collective investment schemes and financial products with underlying investments in collective investment portfolios.

Instructor:  Anna Bouhail
June 26, 2018
English
R359.00
Details

The Internet of Things in Insurance

Accreditation: Completion of program awards you 1 CPD points | hours for purpose of FAIS fit and proper requirements

Class of Business Categories: Short-term Insurance: Commercial lines

Topic: Risk Management

FPI approval number: FPI19030039

Overview

The amended Internet of Things in Insurance course explains the concept of IoT and how it is applied with regards to insurance. The impact of IoT on the insurance industry is also considered.

Instructor:  Anna Bouhail
June 26, 2018
English
R80.00
Details

COB Module 2 (I) – Introduction to portfolio selection: Class 3, 7 & 8

Accreditation

The course is developed and quality assured by Forward Personal and Business Excellence Institute, an accredited INSETA Provider - INSETA Provider Nr: 130228

Overview

This module forms part of the Class of Business Training for Business Class 3, 7 & 8: Long-term insurance | Investments |Foreign investments

It is a prerequisite to complete and pass this module before completing one or all of the following modules:

  • COB Module 3 (3) – Long-term insurance: Class 3
  • COB Module 3 (7) – Investments: Class 7
  • COB Module 3 (8) – Forex Investments: Class 8
Instructor:  Anna Bouhail
already started
English
R0.00
Details

COB Module 3 (1) – Short-term Insurance Personal Lines: Class 1

Accreditation

The course is developed and quality assured by Forward Personal and Business Excellence Institute, an accredited INSETA Provider - INSETA Provider Nr: 130228

Overview

This module is the final module in order to be certified for COB Class 1: Short-term Insurance Personal lines.

It is a prerequisite to complete and pass the following COB modules before this module can be undertaken.

  • COB Module 1 (A) – Overview of the financial services sector: All business classes
  • COB Module 2 (S) – Short-term insurance fundamental concepts: Class 1 & 2
already started
English
R0.00
Details

COB Module 3 (3) – Fundamentals of Long-term Insurance: Class 3

Accreditation

The course is developed and quality assured by Forward Personal and Business Excellence Institute, an accredited INSETA Provider - INSETA Provider Nr: 130228

Overview

This module is the final module in order to be certified for COB: Class 3 – Long-term insurance

It is a prerequisite to complete and pass the following COB modules before this course can be undertaken.

  • COB Module 1 (A) – Overview of the financial services sector: All business classes
  • COB Module 2 (I) – Introduction to portfolio selection: Class 3; 7 & 8
Instructor:  Anna Bouhail
already started
English
R0.00
Details

COB Module 3 (2) – Short-term Insurance Commercial Lines: Class 2

Accreditation

The course is developed and quality assured by Forward Personal and Business Excellence Institute, an accredited INSETA Provider - INSETA Provider Nr: 130228

Overview

This module is the final module in order to be certified for COB: Class 2 – Short-term Insurance Commercial lines.

It is a prerequisite to complete and pass the following COB modules before this course can be undertaken.

  • COB Module 1 (A) – Overview of the financial services sector: All business classes
  • COB Module 2 (S) – Short-term insurance fundamental concepts: Class 1 & 2
Instructor:  Anna Bouhail
already started
English
R0.00
Details

COB Module 1 (A) – Overview of the financial services sector: All business classes

Accreditation

The course is developed and quality assured by Forward Personal and Business Excellence Institute, an accredited INSETA Provider - INSETA Provider Nr: 130228

Overview

This module forms part of the Class of Business Training for all business classes.

 It is a prerequisite to complete and pass the COB Module 1 (A) - Overview of the financial services sector  before any other class of business module  can be undertaken.

Instructor:  Anna Bouhail
already started
English
R0.00
Details
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