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Tag Archives | Training

Training

Future Product Training

The latest proposed amendments regarding intermediary proficiency stem from a review of the competency framework, and aims to build on the existing requirements by establishing an effective and proportionate regulatory framework to ensure that financial services providers: have the right levels of product related knowledge meet appropriate standards of professionalism and undergo continuous professional development […]

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Training

FSB Training intervention for Category I FSPs

The FAIS Supervision Department conducted a training intervention in 2014 for Category I FSPs who are not obliged to employ the services of a compliance officer. This continued during 2015 and 2016. During 2014 and 2015 a total of 99 FSPs were visited and an additional 60 FSPs were visited during 2016. The rationale for selecting […]

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skills

Enquiries About Skills Credits

Q: I started working in the Insurance industry in 2008, completed 63 credits Personal and Commercial and passed my RE1 in 2013. After this, I left the insurance industry. I desperately want to return. What qualification do I need? Should I write another RE exam? A: There is good news, good news and more good […]

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Wealth Management

Wealth Management Training – NQF 4 & 5 qualifications

Align your training and development needs with the Regulator’s drive towards professionalization by making use of the services listed below. Just click on the title for more information. HIGHER CERTIFICATE IN WEALTH MANAGEMENT (NQF 5) This qualification provides learners with a wide range of specialised and technical skills, as well as a broad based knowledge of […]

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Training

Short Term Training opportunities

Align your training and development needs with the Regulator’s drive towards professionalization by making use of the services listed below. Just click on the title for more information. FURTHER EDUCATION AND TRAINING: SHORT-TERM INSURANCE (NQF4) This qualification covers Short Term Insurance related learning and provides a framework for learners to develop competencies that will give […]

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Key Individual Qualification Requirement

From enquiries we receive it appears that there is much confusion about qualification requirements for the appointment of key individuals. Much of this stems from the so-called transitional period before 2010 when allowances were made for the experience of people who were in the industry at the time. There is a special section on the […]

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