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

POPI Act Online CPD Course

Accreditation: Completion of program awards you 4.5 CPD points | hours for purpose of FAIS fit and proper requirements

Class of Business: All Classes of business

Topic: Ethics & Practice Standards

Overview

The Protection of Personal Information (POPI) Act addresses this issue by making sure everyone from government and the big financial institutions down to the security guard who records details in the visitor's log have a good enough reason (purpose) for collecting information and is responsible (can be held accountable) for protecting it.

Instructor:  Anna Bouhail
May 18, 2018
English
R359.00
Details

Amended Financial Intelligence Centre Act Online CPD course

Accreditation: Completion of program awards you 2 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: FPI18120007

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.

Instructor:  Anna Bouhail
June 26, 2018
English
R120.00
Details

Short Term Insurance Fundamental Concepts FAIS CPD Course

Accreditation: Completion of program awards you 4 CPD points | hours for purpose of FAIS fit and proper requirements

Class of Business Categories: Short-term insurance personal & commercial lines | Health Service Benefits

Topic: Risk Management

FPI Approval number: FPI 8060064

Overview

The course considers fundamental concepts necessary for reviewing a client's short term insurance needs including the following:

  • The concept of risk in short term insurance
  • Insurable interest
  • Average as applied to short term insurance in the event of a claim
  • Factors to be considered when assessing the needs of a client
Instructor:  Anna Bouhail
June 26, 2018
English
R359.00
Details

Long Term Insurance Fundamental Concepts FAIS CPD Course

Accreditation: Completion of program awards you 4 CPD points | hours for purpose of FAIS fit and proper requirements

Class of Business Categories: Long-term insurance

Topic: Asset management | Risk management

FPI approval number: FPI8080038

Overview

The fundamentals of long term insurance is 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 taken into account when assessing the long-term insurance needs of a client.

Instructor:  Anna Bouhail
June 26, 2018
English
R320.00
Details

Evidencing Treating Customers Fairly FAIS CPD Course

Accreditation: Completion of program awards you 6.5 CPD points | hours for purpose of FAIS fit and proper requirements

Class of Business Categories: All business classes

Topic: Ethics & Practice Standards

FPI approval number: FPI 8070032

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 fairly regulatory initiative as well as on how to measure and evidence adherence to these outcomes.

Instructor:  Anna Bouhail
July 24, 2018
English
R520.00
Details

Amended fit and proper requirements FAIS CPD course

Accreditation: Completion of program awards you 4.5 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: FPI 8070037

Overview

The amended fit and proper requirements course is an on-line short course outlining the new fit and proper requirements prescribed under Board Notice 194 of 2017 as applicable to financial services providers and representatives in Category I.

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