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

POPI ACT ONLINE CPD COURSE

Accreditation: Completion of program awards you 3.5 CPD points | hours for purpose of FAIS fit and proper requirements

Class of Business: All Classes of business

FPI approval number: FPI 19060065

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
June 11, 2019
English
R280.00
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 

FPI Approval number: FPI 19060027

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 11, 2019
English
R320.00
Details

FUNDAMENTALS OF COLLECTIVE INVESTMENT SCHEMES

Accreditation: Completion of program awards you 3.5 verifiable CPD points | hours for purpose of FAIS Fundamentals of Collective Investment Schemes

Class of Business Categories: Investments

FPI approval number: FPI 190500223

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.

June 4, 2019
English
R280.00
Details

DEPOSIT TAKING FUNDAMENTALS 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: Online programme

Topic: Short-term and long-term deposits | structured deposits

FPI approval number: FPI 190500103

Overview

The course provides an overview of the deposit taking industry in South Africa and considers the regulatory framework hereof as well as concepts relating to deposit taking.

Instructor:  Anna Bouhail
June 1, 2019
English
R320.00
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
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