Courses

Santam Hotel & Leisure Insurance Products

Course summary

The course provides comprehensive information on the Santam Hotel & Leisure products taken from the terms and conditions for each section of the policy.

Instructor:  Anna Bouhail
already started
English
FREE

Details

Product specific training: Warrants

Course summary

The course is intended to provide product specific training for representatives registered in the Category I: warrants, certificates and other instruments acknowledging debt.

Instructor:  Anna Bouhail
already started
English
FREE

Details

Product specific training: Debentures

Course summary

The course is intended to provide product specific training for representatives registered in the Category I: Debentures and securitised debt

Instructor:  Anna Bouhail
already started
English
FREE

Details

Product specific training: Equity Instruments

Course summary

The course is intended to provide product specific training for representatives registered in the Category I: Shares.

Instructor:  Anna Bouhail
already started
English
FREE

Details

Product specific training: Money Market Instruments

Course summary

The course is intended to provide product specific training for representatives registered in the Category I: Money Market Instruments

Instructor:  Anna Bouhail
already started
English
FREE

Details

Product Specific Training: Getsure Legal Product

Course summary

The course is intended to provide product specific training for representatives providing advise in terms of the GetSure Legal Policy

Instructor:  Anna Bouhail
already started
English
FREE

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
FREE

Details

COB Module 2 (S) – Short-term insurance fundamental concepts: Short-term insurance personal and commercial lines: Class 1 & 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 forms part of the Class of Business Training for Business Class 1: Short-term Insurance Personal Lines and Class 2: Short-term Insurance Commercial lines.

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

  • COB Module 3 (1) – Short-term Insurance Personal lines concepts: Class 1
  • COB Module 3 (2) – Short-term Insurance Commercial lines concepts: Class 2
Instructor:  Anna Bouhail
already started
English
FREE

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
Instructor:  Anna Bouhail
already started
English
FREE

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
FREE

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
FREE

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
FREE

Details

COB Module 2 (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
FREE

Details

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
FREE

Details

COB Module 3 (4) – Pension Fund Benefits Concepts: Class 4

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 4 – Pension Fund 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
  • COB Module 2 (I) – Introduction to portfolio selection: Class 3; 4; 7 & 8
Instructor:  Anna Bouhail
already started
English
FREE

Details

COB Module 2 (B) – Deposit taking fundamentals: Class 5 & 6

Accreditation

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

Overview

The participant must have completed and passed the COB Module 1 (A) – Overview of the financial services sector first before undertaking this module.

This module forms part of the Class of Business Training for Business Class 5 & 6: Short-term and long-term deposits | Structured deposits

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

  • COB Module 3 (5) – Short-term and long-term deposits: Class 5
  • COB Module 3 (6) – Structured deposits: Class 6
Instructor:  Anna Bouhail
already started
English
FREE

Details

COB Module 3 (8) – The foreign exchange market

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 8 – Forex 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; 4; 6; 7 & 8
Instructor:  Anna Bouhail
already started
English
FREE

Details

COB Module 3 (5) – Short-term and long-term deposits: Class 5

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 5 – Short-term and long-term deposits.

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 (B) Deposit taking fundamentals: Class 5 & 6
Instructor:  Anna Bouhail
already started
English
FREE

Details

COB Module 3 (6) – Structured deposits: Class 6

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 5 – Short-term and long-term deposits.

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; 4; 6; 7 & 8
  • COB Module 2 (B) Deposit taking fundamentals: Class 5 & 6
Instructor:  Anna Bouhail
already started
English
FREE

Details

RE Workshop videos

This course contains the learning videos that attendees of a workshop can listen to.

Instructor:  Anna Bouhail
already started
English
FREE

Details

AMENDED FINANCIAL INTELLIGENCE CENTRE ACT ONLINE CPD COURSE

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: FPI19120022

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
January 1, 2020
English
R120.00

Details

NEW SUPERVISION ARRANGEMENTS

Accreditation: Completion of program awards you 0.5 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: FPI20030030

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
February 1, 2020
English
R80.00

Details

THE INTERNET OF THINGS IN INSURANCE

Accreditation: Completion of program awards you 0.5 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: FPI20030031

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
February 1, 2020
English
R80.00

Details

Product Specific Training: Getsure Credit Life Product

Course summary

The course is intended to provide product specific training for representatives providing advise in terms of the GetSure Credit Life Policy.

Please note that changes to the August 2018 version have been highlighted in yellow.

Instructor:  Anna Bouhail
already started
English
FREE

Details

Product specific training: Getsure Funeral Product

Course summary

The course is intended to provide product specific training for representatives providing advise in terms of the GetSure Funeral Policy.

Please note that changes to the August 2018 version has been highlighted in yellow.

Instructor:  Anna Bouhail
already started
English
FREE

Details