Short Term Insurance Level 4
This is an FSB requirement for people who will be consulting clients on the best short-term insurance products for their needs. Benefit from gaining insight into the short-term insurance industry and be introduced to a basic understanding of the rules, concepts and principles of the short-term industry.
Regulatory Exam Preparation Workshops
We will help you to prepare for the Fais Regulatory Exams. People working in the financial services industry, which includes short term insurance on personal and/or commercial lines, are legally required to write Regulatory exams in order to gain Fit and Proper requirements.
An Introduction to Insurance
This introduction to the short-term insurance industry provides an overview of the basic principles of short- term insurance. Candidates gain an excellent grounding in short-term insurance practice and principles. Courses can be tailored for company specific requirements.
Class of Business Training
If you are going to being working for a Financial Service Provider (FSP) as a Key Individual (KI) or Representative, then you need to understand both the general and specific characteristics of the full range of financial products the FSP offers its clients. Courses can be tailored for company specific requirements.
Medical Claims Assessing Level 4
This is aimed at people who want to work in the medical schemes industry. It is an FSB requirement if your schooling is at or below NQF L4. Benefit from learning the specialised knowledge and skills, and gain the administrative experience needed in a medical schemes company.
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Short Term Insurance Products Technical Training
Training in Personal lines and Corporate and Commercial products by highly qualified and experienced facilitators. These courses are specifically designed to meet underwriting policy needs or client needs. Training can be arranged on specific cover if so required.
Work Place Readiness
For candidates who are entering the workplace for the first time. Learn about workplace etiquette in order to gain confidence and present yourself as a professional for interviews and your first job. You can do the entire Workplace Readiness Programme or choose from our selection of modules.
Wealth Management L5
This NQF Level 5 course builds the knowledge and skills of Wealth Management practitioners who have a Level 4 equivalent qualification in Financial Services.