We offer INSETA & QCTO accredited courses and Learnerships

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 industry.

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Insurance Agent (Insurance Underwriter)

Applying and adhering to operational and administrative procedures and practices. Evaluating risk information to determine risk profile and manage risk exposure. Understanding and applying basic legal and insurance principles to underwriting recommendations. Understanding and applying knowledge of product and pricing to underwrite profitable risks

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.

Short-Term Insurance Products Technical Training

These courses are specifically designed to meet underwriting policy needs or client needs. Training can be arranged on specific cover if so required. Highly qualified and experienced facilitators are used for the training of Corporate and Commercial, as well as Personal lines.

Insurance Claims Administrator (Insurance Claims Assessor)

The purpose of this qualification is to prepare a learner to operate as an Insurance Claims Administrator (Insurance Claims Assessor). An Insurance Claims Administrator (Insurance Claims Assessor) assesses the validity of the claim against the contract in order to determine or recommendwhether to settle or reject a claim and provide comments on risk improvements and moral risks.

Wealth Management L4

Further Education and Training Certificate: Wealth Management:This NQF Level 4 course is a holistic introduction to wealth management and wealth creation, including long-term insurance (such as retirement funds, funeral policies and medical schemes), short-term insurance and collective investments.

Class of Business Training

General and specific introduction to all financial products offered in the Financial Services industry. Required for all Key Individuals and Representatives. Essential for all FSP practitioners working with financial product categories that have come on the market since 1 April 2018, including people appointed to such positions after this date.

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.