FOREX INVESTMENT CONCEPTS ON-LINE CPD COURSE

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

Class of Business Categories: Investments | Forex investments
FPI approval number: FPI 19080031

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 .

Instructor:  Cathy Zietsman
June 1, 2019
English
R320.00
Details

THE PROCESS OF DEBARMENT

Accreditation: Completion of program awards you 1.5 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: FPI19090022

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 debarments.

This course considers this guidance note as well as the statutory stipulations regarding debarment.

Instructor:  Cathy Zietsman
September 1, 2019
English
R120.00
Details

UNDERSTANDING THE NEW REGULATORY STRUCTURE OF FSCA

Accreditation: Completion of program awards you 6.5 verifiable CPD points | hours for purpose of Understanding the new regulatory structure of FSCA

Class of Business Categories: All classes of business

FPI approval number: FPI19090004

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 regulated officers to complete this course to understand the approach to regulation that will be followed in the future.

Instructor:  Cathy Zietsman
June 4, 2019
English
R520.00
Details

POLICY HOLDER PROTECTION RULES FOR LONG-TERM INSURANCE CPD COURSE

Accreditation: Completion of program awards you 7 CPD points | hours for purpose of FAIS fit and proper requirements

Class of Business Categories: Long-term Insurance

FPI approval number: FPI 19090012

Overview

The course considers the policy holder protection rules (2017) issued in terms of the Long-term Insurance Act as amended by Government notice 997 of 28 September 2018.

The new rules also provide for micro insurance product standards to support the microinsurance regulatory framework as established by the Insurance Act 18 of 2017.

Instructor:  Cathy Zietsman
September 1, 2019
English
R560.00
Details

AMENDED FIT AND PROPER REQUIREMENTS FAIS CPD COURSE

Accreditation: Completion of program awards you 3.5 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: FPI19060011

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 1, 2019
English
R280.00
Details

EVIDENCING TREATING CUSTOMERS FAIRLY CPD COURSE

Accreditation: Completion of program awards you 5.5 CPD points | hours for purpose of FAIS fit and proper requirements

Class of Business Categories: All business classes

FPI approval number: FPI19060090

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
June 16, 2019
English
R440.00
Details

THE FUNDAMENTALS OF EMPLOYER SPONSORED RETIREMENT FUNDS CPD COURSE

Accreditation: Completion of program awards you 7 CPD points | hours for purpose of FAIS fit and proper requirements

Class of Business Categories: Pension fund benefits | Investments

FPI approval number: FPI90500219

Overview

The course provides an overview of the retirement fund industry in South Africa and specifically concentrates on employer sponsored retirement funds; considering arrangements, investment strategies, benefits and concepts relation to retirement funds. The course incorporates the newest changes especially with regard to the benefit payouts of provident funds.

Instructor:  Cathy Zietsman
June 2, 2019
English
R560.00
Details

POLICY HOLDER PROTECTION RULES FOR SHORT-TERM INSURANCE CPD COURSE

Accreditation: Completion of program awards you 5 CPD points | hours for purpose of FAIS fit and proper requirements

Class of Business Categories: Short-term insurance personal lines | Short-term insurance commercial lines

FPI approval number: FPI 190600113

Overview

The course considers the policy holder protection rules (2017) issued in terms of the Short-term Insurance Act as amended by Government notice 996 of 28 September 2018. The new rules also provide for micro insurance product standards to support the microinsurance regulatory framework as established by the Insurance Act 18 of 2017.

Instructor:  Cathy Zietsman
June 1, 2019
English
R400.00
Details

HEALTH SERVICES BENEFITS CONCEPTS ON-LINE CPD COURSE

Accreditation: Completion of program awards you  5 CPD points | hours for purpose of FAIS fit and proper requirements

Class of Business Categories: Health Service Benefits

FPI approval number: FPI 19060007

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.

Instructor:  Cathy Zietsman
June 1, 2019
English
R400.00
Details

REGULATION OF THE FINANCIAL SECTOR IN SOUTH AFRICA

Accreditation: Completion of program awards you 3 CPD points | hours for purpose of FAIS fit and proper requirements

Class of Business Categories: All classes of business

FPI approval number: FPI 19060006

Overview 

The course considers the concepts related to regulation in general and more specific to the financial sector in South Africa. Applicable legislation is outlined in short; so, the reader can familiarise themselves with the South African regulatory universe of the financial sector.

Instructor:  Cathy Zietsman
June 1, 2019
English
R240.00
Details
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