Reason for a Training Plan
Training an insurance advisor and key individual equips them with the four necessary skills to get some working knowledge of the industry.
These skills are:
- Technical skills
- Knowledge of insurance products and services
- Legal and regulatory awareness
- Skills Development
Trained advisors tend to be high-performers, also known as top producers, who contribute to creating a profitable insurance firm.
Companies that take insurance advisor training seriously are like a beacon that attracts motivated candidates. If your company is known for providing sound, comprehensive, and continuous training for its advisors, it will attract like-minded people.
FSCA Training process, according to BN 194 of 2017
- Product-specific training within the first 3-months of DOFA
- Class of Business training within the first 12 months of DOFA
- Regulatory exam, e.g. RE5 for Representatives within 24 months of DOFA
- Relevant qualifications within 72 months of DOFA
- Continuous Professional Development (CPD) after completion of the above every year, within the CPD cycle starting 1 June and ending 31 May of the specific year.
- Product Specific Training
It is conducted by the Financial Services Provider providing the specific products.
- Class of Business Training
FSCA sets fit-and-Proper requirements. It must be provided by an accredited training provider, e.g. Integrity Academy, which is fully accredited at INSETA and the QCTO. We offer all 9 Classes of Business with verifiable certificates. We issue a verifiable certificate with QR Code technology to ensure that all our certificates are authentic and cannot be compromised.
- Regulatory Exams
Moonstone is currently the only accredited provider to invigilate the Regulatory Exams. However, candidates will fail this exam numerous times without proper preparation for these exams. INTEGRITY ACADEMY offers online training to ensure that your candidate will pass these exams the FIRST time. It saves cost and, most importantly, the self-worth of the individual, who does not need to fail an exam but can proudly pass it the FIRST time.
- Relevant Qualifications
INTEGRITY ACADEMY offers all the relevant qualifications required by the FSCA.
QCTO Qualifications (Accreditation number: SDP01201127-2258)
Occupational Certificate: Financial Advisor: NQF Level 6
- Financial Advisor: NQF Level 6 (SAQA ID 105026)
- Investment Advisor: NQF Level 6 (SAQA ID 105021)
- Employee and Pension Fund Benefit Advisor: NQF Level 5 (SAQA ID 105025)
- Long-Term Insurance Advisor: NQF Level 5 (SAQA ID 105022)
- Healthcare Benefit Advisor: NQF Level 5 (SAQA ID 105030)
INSETA Qualifications (Accreditation number: 130248)
National Certificate in Wealth Management: NQF Level 5 (SAQA ID 66611/LP57608)
- Financial Planning;
- Healthcare Benefits;
- Corporate Retirement Benefits;
- Investment Planning.
National Certificate in Short-Term Insurance: NQF Level 5 (SAQA ID 57918)
- National Certificate: Short-Term Insurance
FETC: Wealth Management: NQF Level 4 (SAQA ID 57917)
- Wealth Management;
FETC: Short Term: NQF Level 4 (SAQA ID 49929)
- Personal Lines;
- Commercial Lines.
FETC: Retail Insurance: NQF Level 4 (SAQA 66609)
- Further Education and Training Certificate: Retail Insurance
QCTO Qualifications (Accreditation number: SDP1220/17/00128)
- Occupational Certificate: Insurance Agent: Insurance Underwriter: NQF5 (SAQA ID 91784)
QCTO Qualifications (Accreditation number: SDP080921-2888
Occupational Certificate: Claims Assessor: NQF4 (SAQA ID 91784)
- Short-Term Insurance: Claims Assessor
- Long-Term Assurance: Claims Assessor
- Medical Insurance: Claims Assessor
- Statutory Insurance: Claims Assessor
- Continuous Professional Development (CPD) provided by Integrity Academy
CPD TRAINING PLAN
Continuous Professional Development (CPD) is an ongoing requirement for all FSPs, Key Individuals (KI) and Representatives (Rep) (unless expressly excluded by BN194 of 2017 or the requirement for CPD has not yet started or if a Rep is acting under supervision[1]) to ensure that they maintain the necessary competence to perform the functions which they have been appointed or approved for. One of the main reasons for CPD is to ensure that financial customers can be confident that they are dealing with professional and competent individuals with the necessary skill and expertise to deliver financial services in respect of various financial products to them.
A CPD activity has to meet specific criteria, as follows:
- A Professional Body must accredit it;
- That Professional Body must have allocated an hour value or part thereof to that activity;
- The activity must be verifiable, meaning that a person must be able to prove that the activity was completed;
- It cannot be product-specific training or any activity performed towards obtaining a qualification. Therefore, even if it meets the criteria set out in points 1) to 3) above, if it is product-specific training or training towards a qualification, it cannot.
The number of CPD hours which must be completed within a CPD cycle depends on the classes and subclasses of business that an FSP, KI or Rep is approved or appointed for. FSPs must make sure that each KI and Rep knows how many hours they must achieve.
There are also some general requirements regarding CPD that FSPs must be cognisant of. Because CPD has a specific objective which we have highlighted above, there must be a clear, set plan as to the type and combination of CPD that each FSP, KI and Rep should obtain. It would not make sense for the requirements to allow a person to ‘blindly’ acquire the required number of hours without these hours contributing towards the professionalism, expertise and skill that that person needs to fulfil his/her function.
Therefore, the type of CPD activities to be attained must be planned in advance and be based on an assessment of the FSP, KI and Rep’s licence category profile and circumstances.
The type and combination of CPD activities undertaken must:
- Be relevant to the functions and roles approved or appointed for;
- Contribute to the skill, knowledge, expertise and professional and ethical standards;
- Address any identified needs or gaps in the technical knowledge, generic knowledge and understanding of the environment in which the financial service is rendered or managed or overseen and knowledge and understanding of applicable laws; and
- Adequately consider changing internal and external conditions relevant to the classes and subclasses of business, the category of financial services and the financial products for which the person is approved or appointed.
It is essential that FSPs, KIs and Reps choose topics that cover a spread of categories, including –
- technical product knowledge;
- regulatory, compliance and ethics;
- general knowledge about the financial sector and economic environments; and
- business management and professional skills.
The regulator will look for a spread across these categories when assessing CPD records. If a sufficient spread is not achieved, the FSCA will regard this as non-compliance, and sanctions will apply.
The Fit and Proper requirements specify that an FSP must establish training plans for each CPD cycle to ensure that CPD meets the criteria set out above and continually improves the professional standards and practices of those involved in rendering or managing and overseeing financial services.
TRAINING PLAN – GUIDELINES PER INDIVIDUAL
MANAGEMENT OF FSP / KEY INDIVIDUAL / REPRESENTATIVE / ADMINISTRATIVE STAFF
| Name of the individual |
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Product Specific Training Requirement |
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Classes of Business Approved/Appointed for |
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Regulatory Exam Requirement |
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Qualification Requirement |
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No. of CPD hours required during the cycle |
|
Product Specific Training
|
Product type |
Company (FSP) |
By when |
Achieved |
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Class of Business Training Plan
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Class 1: Short-Term Personal Lines |
Class 2: Short-Term Commercial Lines |
Class 3: Long-term Insurance |
Class 4: Pension Fund Benefits |
Class 5: Short-term and Long-term Deposits |
Class 6: Structured Deposits |
Class 7: Investments |
Class 8: Forex Investments |
Class 9: Health Services Benefits |
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Regulatory Exam Training Plan
|
Type of Exam |
Select if you need to do it |
By when |
Achieved |
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RE1 – Key Individual |
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RE3 - Cat II & Cat IIA FSPs |
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RE4 – Administrative FSPs |
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RE5 - Representatives |
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Relevant Qualifications Training Plan
|
Type of Qualification |
Select if you need to do it |
By when |
Achieved |
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Occupational Certificate: Financial Advisor: NQF Level 6 |
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National Certificate in Wealth Management: NQF Level 5 |
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National Certificate in Short-Term Insurance: NQF Level 5 |
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Occupational Certificate: Insurance Underwriter: NQF5 |
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FETC: Wealth Management: NQF Level 4 |
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FETC: Short Term: NQF Level 4 (Personal Lines) |
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FETC: Short Term: NQF Level 4 (Commercial Lines) |
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FETC: Retail Insurance: NQF Level 4 |
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Occupational Certificate: Claims Assessor: NQF4 |
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CPD Training Plan
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CATEGORIES These are the broad categories which apply to the FSP/KI/Rep |
TOPIC Based on the assessment of the FSP/KI/Rep, these areas are identified as needs, gaps, and aspects critical to the role/function that will increase knowledge, skill, expertise etc. |
NO. OF HOURS The number of hours should be determined by the amount of time it is anticipated will be needed to meet the required outcome of the training. It should be spread across all the identified areas. |
TO BE OBTAINED BY Plan where and how the FSP/KI/Rep will attain the required CPD hours. It may change during the course of the CPD Cycle. |
TARGET DATE Plan when the training should be completed by. It will ensure that the required number of hours is met well before the deadline date. |
ACHIEVED Tick off once the planned training has been completed. It must also be logged in the Competence Register. |
|
Regulation, Compliance & Ethics |
|||||
|
Regulation |
FICA |
4.5 CPD hours |
Integrity Academy Online Learning |
31 October 2022 |
|
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POPI Act |
6.0 CPD hours |
Integrity Academy Online Learning |
31 October 2022 |
||
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Regulation |
Update on latest changes (FAIS) |
6.5 CPD hours |
Integrity Academy Online Learning |
31 September 2022 |
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Ethical Standards |
Ethics |
9.5 CPD hours |
Integrity Academy Online Learning |
30 November 2022 |
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Total |
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26.50 CPD hours |
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Financial Sector & Economic Environment |
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Economy |
Markets |
8.5 CPD hours |
Integrity Academy Online Learning |
31 March 2023 |
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Market Update |
Performance |
1.0 CPD hour |
Integrity Academy Online Learning |
31 October 2022 |
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Tax |
Budget Speech |
9.0 CPD hours |
Integrity Academy Online Learning |
1 March 2023 |
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Total |
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18.5 CPD hours |
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Technical Knowledge – Product and Class of Business |
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Pension Fund Benefits |
Tax on Lump sum benefits |
9.5 CPD hours |
Integrity Academy Online Learning |
31 August 2022 |
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Short-term Insurance |
Underwriting & Binder Agreements |
4.5 CPD hours |
Integrity Academy Online Learning |
30 September 2022 |
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Total |
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14 CPD hours |
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Business Management |
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Business Growth |
Practice Management and Risk Assessment |
9.0 CPD hours |
Integrity Academy Online Learning |
31 January 2023 |
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Business Efficiency |
Developing Corporate Behaviour |
6.5 CPD hours |
Integrity Academy Online Learning |
28 February 2023 |
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Total |
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15.5 CPD hours |
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Professional Skills Development |
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Management Skills |
Integrity Academy Online Learning |
31 March 2023 |
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Representative Sales Skills |
Integrity Academy Online Learning |
28 April 2023 |
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Total |
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Administrative Skills Development |
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Administrative Management Skills |
Integrity Academy Online Learning |
31 March 2023 |
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ParaPlanner Skills |
Integrity Academy Online Learning |
28 April 2023 |
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Administrative Staff Skills |
Integrity Academy Online Learning |
28 April 2023 |
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Total |
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Grand Total |
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74.50 CPD hours |
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CPD CHECKLIST:
Before attending a seminar or webinar, signing up for an online course or driving miles to a breakfast presentation to attain CPD hours, make sure that it will count and that your time, effort and money will not have gone to waste. Professional membership bodies have their CPD requirements for their members. However, their criteria may differ from those prescribed by FAIS and may not count towards your FSCA CPD hour requirement. Therefore, ask the right questions before signing up for or agreeing to attend any activity to avoid disappointment and wasting of resources.
Here are some essential questions to ask:
- Has a Professional Body approved the course, seminar, or webinar presentation?
- Which Professional Body has approved it?
- What is the reference number?
- Has the Professional Body allocated an hour value or part thereof to the activity?
- How many hours have been allocated?
- If I attend, read, complete a course etc., can my attendance or reading of the article or completion of the course be verified? For example, do they ask for my identity document/card and require me to sign in and sign out when attending a seminar or webinar? Must I log in using my unique log-in details linked to my identity number? Do I have to answer questions to confirm that I have read the article?
- Will I be provided with a Certificate verifying:
- Professional Body approval;
- The number of CPD hours;
- My attendance?
- Is it product-specific training? If YES, it does not count.
- Is it an activity towards achieving a qualification, e.g. attending a lecture? If YES, it does not count.
CPD Courses offered by Integrity Academy
|
Title of CPD |
Hours |
Accreditation Number |
Add to Cart Link |
|
Accountability in the Workplace |
6.5 CPD hours |
FPI22052862 |
|
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Administrative Office Procedures |
6.0 CPD hours |
FPI22063300 |
|
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Administrative Support |
6.0 CPD hours |
FPI22073336 |
|
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Advanced Investments |
9.5 CPD hours |
FPI22073373 |
|
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Attention Management |
6.5 CPD hours |
FPI22073338 |
|
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Basic Investments |
9.5 CPD hours |
FPI22073418 |
|
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Behavioural Finance |
6.0 CPD hours |
FPI22073376 |
|
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Behaviours and Emotions in Financial Planning |
4 CPD hours |
FPI22052872 |
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Binder Agreements |
4.5 CPD hours |
EVT-20220613-0004 |
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Budgets and Financial Reports |
4.5 CPD hours |
FPI21090113 |
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Business Etiquette |
7.0 CPD hours |
FPI22073374 |
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Call Centre Training |
6.5 CPD hours |
FPI22063302 |
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Coaching Salespeople |
6.5 CPD hours |
FPI22052882 |
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Collective Investments |
9.5 CPD hours |
FPI22073379 |
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Communication Strategies |
6.5 CPD hours |
FPI22052883 |
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Conducting Annual Employee Reviews |
6.5 CPD hours |
FPI22063295 |
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Conflict Resolution |
6.5 CPD hours |
FPI22073377 |
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Contact Center Training |
6.5 CPD hours |
FPI22052857 |
|
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Creativity: Thinking Outside the Box |
6.5 CPD hours |
FPI22052860 |
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Crisis Management |
6.5 CPD hours |
FPI22052863 |
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Customer Service |
6.5 CPD hours |
FPI22063287 |
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Customer Support |
6.5 CPD hours |
FPI22052864 |
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Cyber security |
6.5 CPD hours |
FPI22052881 |
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Dealing with a Difficult Customer |
6.0 CPD hours |
FPI22063289 |
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Developing Corporate Behaviour |
6.5 CPD hours |
FPI22073380 |
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Economics |
8.5 CPD hours |
FPI22073424 |
|
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Emotional Intelligence |
6.5 CPD hours |
FPI22063285 |
|
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Employee Motivation |
6.5 CPD hours |
FPI22063290 |
|
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Estate Planning |
8.5 CPD hours |
FPI22073372 |
|
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FICA Money Laundering Legislation |
4.5 CPD hours |
FPI22052878 |
|
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Financial Needs Analysis (FNA) |
8.0 CPD hours |
FPI22052867 |
|
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Financial Statement Analysis |
8.0 CPD hours |
FPI22052861 |
|
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Forex Investments |
8.5 CPD hours |
FPI22052856 |
|
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Functioning as Trustee: Retirement Environment |
9.0 CPD hours |
FPI22073427 |
|
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Goal Setting and Getting Things Done |
6.0 CPD hours |
FPI22063301 |
|
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Health Services Benefits |
9.5 CPD hours |
FPI22073428 |
|
|
High-Performance Teams inside the Company |
6.0 CPD hours |
FPI22063286 |
|
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High-Performance Teams Remote Workforce |
6.5 CPD hours |
FPI22063288 |
|
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In-Person Sales |
6.5 CPD hours |
FPI22063294 |
|
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Long-Term Insurance |
8.5 CPD hours |
FPI22073419 |
|
|
Manager Management |
4.5 CPD hours |
FPI22063296 |
|
|
Managing Personal Finances |
6.5 CPD hours |
FPI22052865 |
|
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Managing Workplace Anxiety |
4.5 CPD hours |
FPI21090097 |
|
|
Meeting Management |
6.5 CPD hours |
FPI22052854 |
|
|
Motivating your Sales Team |
6.5 CPD hours |
FPI22063303 |
|
|
Negotiation Skills |
6.0 CPD hours |
FPI22073340 |
|
|
Office Politics for Managers |
6.0 CPD hours |
FPI22073371 |
|
|
Organisational Skills |
4.5 CPD hours |
FPI22073343 |
|
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Overcoming Sales Objections |
6.0 CPD hours |
FPI22073337 |
|
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Performance Management |
6.0 CPD hours |
FPI22073341 |
|
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Personal Productivity |
6.0 CPD hours |
FPI22073342 |
|
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Practice Management and Risk Assessment |
9.0 CPD hours |
FPI22073378 |
|
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Presentation Skills |
6.5 CPD hours |
FPI22052879 |
|
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POPIA |
6 CPD hours |
FPI22052877 |
|
|
Principles of Ethics in Business |
8.5 CPD hours |
FPI22073425 |
|
|
Proposal Writing |
6.0 CPD hours |
FPI22073339 |
|
|
Prospecting and Lead Generation |
6.5 CPD hours |
FPI22063291 |
|
|
Protection of Personal Information Act (POPIA) |
6.0 CPD hours |
FPI22052877 |
|
|
Project Management, 6th Edition |
6.0 CPD hours |
FPI22073344 |
|
|
Regulatory Update |
6.5 CPD hours |
FPI22052880 |
|
|
Respect In The Workplace |
6.0 CPD hours |
FPI22052858 |
|
|
Responsibility In the Workplace |
6.0 CPD hours |
FPI22052859 |
|
|
Retirement Wealth Preservation and Planning |
8.0 CPD hours |
FPI22073420 |
|
|
Sales Fundamentals |
6.0 CPD hours |
FPI22063292 |
|
|
Sales Techniques and Questioning Skills |
8.5 CPD hours |
FPI21070026 |
|
|
Self-Leadership |
6.0 CPD hours |
FPI22052869 |
|
|
Servant Leadership |
6.0 CPD hours |
FPI22063297 |
|
|
Short-Term and Long-Term Deposits |
9.5 CPD hours |
FPI22073423 |
|
|
Short-term Insurance: Commercial Lines |
12 CPD hours |
EVT-20220202-0045 |
|
|
Short-term Insurance: Personal Lines |
7.5 CPD hours |
EVT-20220202-0046 |
|
|
Social Media Marketing |
6.0 CPD hours |
FPI22052866 |
|
|
Stress Management |
6.0 CPD hours |
FPI22063293 |
|
|
Structured Deposits |
8.5 CPD hours |
FPI22052855 |
|
|
Supervising Others |
6.0 CPD hours |
FPI22063298 |
|
|
Taking Initiative |
6.0 CPD hours |
FPI22052871 |
|
|
Talent Management |
6.0 CPD hours |
FPI22052875 |
|
|
Taxation for Financial Planners |
9.0 CPD hours |
FPI22073422 |
|
|
Team Building Through Chemistry |
6.0 CPD hours |
FPI22052876 |
|
|
Telephone Etiquette |
6.0 CPD hours |
FPI22073375 |
|
|
The Cloud and Business |
6.5 CPD hours |
FPI22052853 |
|
|
Behaviours and Emotions in Financial Planning |
4.0 CPD hours |
FPI22052872 |
|
|
Time Management |
6.5 CPD hours |
FPI22052870 |
|
|
Trust Building and Resilience Development |
6.5 CPD hours |
FPI22052873 |
|
|
Unconscious Bias |
6.5 CPD hours |
FPI22052874 |
|
|
Virtual Team Building and Management |
6.0 CPD hours |
FPI22063299 |
Manager development
|
Title of CPD |
Hours |
Accreditation Number |
Add to Cart Link |
|
Behaviours and Emotions in Financial Planning |
4 CPD hours |
FPI22052872 |
|
|
Coaching Salespeople |
6.5 CPD hours |
FPI22052882 |
|
|
Conducting Annual Employee Reviews |
6.5 CPD hours |
FPI22063295 |
|
|
Conflict Resolution |
6.5 CPD hours |
FPI22073377 |
|
|
Creativity: Thinking Outside the Box |
6.5 CPD hours |
FPI22052860 |
|
|
Crisis Management |
6.5 CPD hours |
FPI22052863 |
|
|
Cyber security |
6.5 CPD hours |
FPI22052881 |
|
|
Dealing with a Difficult Customer |
6.0 CPD hours |
FPI22063289 |
|
|
Developing Corporate Behaviour |
6.5 CPD hours |
FPI22073380 |
|
|
Emotional Intelligence |
6.5 CPD hours |
FPI22063285 |
|
|
Employee Motivation |
6.5 CPD hours |
FPI22063290 |
|
|
Goal Setting and Getting Things Done |
6.0 CPD hours |
FPI22063301 |
|
|
High-Performance Teams inside the Company |
6.0 CPD hours |
FPI22063286 |
|
|
High-Performance Teams Remote Workforce |
6.5 CPD hours |
FPI22063288 |
|
|
Manager Management |
4.5 CPD hours |
FPI22063296 |
|
|
Managing Workplace Anxiety |
4.5 CPD hours |
FPI21090097 |
|
|
Meeting Management |
6.5 CPD hours |
FPI22052854 |
|
|
Motivating your Sales Team |
6.5 CPD hours |
FPI22063303 |
|
|
Negotiation Skills |
6.0 CPD hours |
FPI22073340 |
|
|
Office Politics for Managers |
6.0 CPD hours |
FPI22073371 |
|
|
Organisational Skills |
4.5 CPD hours |
FPI22073343 |
|
|
Performance Management |
6.0 CPD hours |
FPI22073341 |
|
|
Presentation Skills |
6.5 CPD hours |
FPI22052879 |
|
|
Protection of Personal Information Act (POPIA) |
6.0 CPD hours |
FPI22052877 |
|
|
Project Management, 6th Edition |
6.0 CPD hours |
FPI22073344 |
|
|
Respect In The Workplace |
6.0 CPD hours |
FPI22052858 |
|
|
Responsibility In the Workplace |
6.0 CPD hours |
FPI22052859 |
|
|
Servant Leadership |
6.0 CPD hours |
FPI22063297 |
|
|
Social Media Marketing |
6.0 CPD hours |
FPI22052866 |
|
|
Stress Management |
6.0 CPD hours |
FPI22063293 |
|
|
Supervising Others |
6.0 CPD hours |
FPI22063298 |
|
|
Taking Initiative |
6.0 CPD hours |
FPI22052871 |
|
|
Talent Management |
6.0 CPD hours |
FPI22052875 |
|
|
Team Building Through Chemistry |
6.0 CPD hours |
FPI22052876 |
|
|
The Cloud and Business |
6.5 CPD hours |
FPI22052853 |
|
|
Behaviours and Emotions in Financial Planning |
4.0 CPD hours |
FPI22052872 |
|
|
Time Management |
6.5 CPD hours |
FPI22052870 |
|
|
Trust Building and Resilience Development |
6.5 CPD hours |
FPI22052873 |
|
|
Unconscious Bias |
6.5 CPD hours |
FPI22052874 |
|
|
Virtual Team Building and Management |
6.0 CPD hours |
FPI22063299 |
Representative/Key Individuals
|
Title of CPD |
Hours |
Accreditation Number |
Add to Cart Link |
|
Advanced Investments |
9.5 CPD hours |
FPI22073373 |
|
|
Basic Investments |
9.5 CPD hours |
FPI22073418 |
|
|
Behavioural Finance |
6.0 CPD hours |
FPI22073376 |
|
|
Behaviours and Emotions in Financial Planning |
4 CPD hours |
FPI22052872 |
|
|
Collective Investments |
9.5 CPD hours |
FPI22073379 |
|
|
Creativity: Thinking Outside the Box |
6.5 CPD hours |
FPI22052860 |
|
|
Customer Service |
6.5 CPD hours |
FPI22063287 |
|
|
Cyber security |
6.5 CPD hours |
FPI22052881 |
|
|
Dealing with a Difficult Customer |
6.0 CPD hours |
FPI22063289 |
|
|
Economics |
8.5 CPD hours |
FPI22073424 |
|
|
Emotional Intelligence |
6.5 CPD hours |
FPI22063285 |
|
|
Estate Planning |
8.5 CPD hours |
FPI22073372 |
|
|
FICA Money Laundering Legislation |
4.5 CPD hours |
FPI22052878 |
|
|
Financial Needs Analysis (FNA) |
8.0 CPD hours |
FPI22052867 |
|
|
Financial Statement Analysis |
8.0 CPD hours |
FPI22052861 |
|
|
Forex Investments |
8.5 CPD hours |
FPI22052856 |
|
|
Functioning as Trustee: Retirement Environment |
9.0 CPD hours |
FPI22073427 |
|
|
Goal Setting and Getting Things Done |
6.0 CPD hours |
FPI22063301 |
|
|
Health Services Benefits |
9.5 CPD hours |
FPI22073428 |
|
|
In-Person Sales |
6.5 CPD hours |
FPI22063294 |
|
|
Long-Term Insurance |
8.5 CPD hours |
FPI22073419 |
|
|
Managing Personal Finances |
6.5 CPD hours |
FPI22052865 |
|
|
Negotiation Skills |
6.0 CPD hours |
FPI22073340 |
|
|
Overcoming Sales Objections |
6.0 CPD hours |
FPI22073337 |
|
|
Practice Management and Risk Assessment |
9.0 CPD hours |
FPI22073378 |
|
|
Presentation Skills |
6.5 CPD hours |
FPI22052879 |
|
|
POPIA |
6 CPD hours |
FPI22052877 |
|
|
Principles of Ethics in Business |
8.5 CPD hours |
FPI22073425 |
|
|
Prospecting and Lead Generation |
6.5 CPD hours |
FPI22063291 |
|
|
Protection of Personal Information Act (POPIA) |
6.0 CPD hours |
FPI22052877 |
|
|
Regulatory Update |
6.5 CPD hours |
FPI22052880 |
|
|
Retirement Wealth Preservation and Planning |
8.0 CPD hours |
FPI22073420 |
|
|
Sales Fundamentals |
6.0 CPD hours |
FPI22063292 |
|
|
Sales Techniques and Questioning Skills |
8.5 CPD hours |
FPI21070026 |
|
|
Short-Term and Long-Term Deposits |
9.5 CPD hours |
FPI22073423 |
|
|
Short-term Insurance: Commercial Lines |
12 CPD hours |
EVT-20220202-0045 |
|
|
Short-term Insurance: Personal Lines |
7.5 CPD hours |
EVT-20220202-0046 |
|
|
Social Media Marketing |
6.0 CPD hours |
FPI22052866 |
|
|
Structured Deposits |
8.5 CPD hours |
FPI22052855 |
|
|
Taxation for Financial Planners |
9.0 CPD hours |
FPI22073422 |
|
|
Behaviours and Emotions in Financial Planning |
4.0 CPD hours |
FPI22052872 |
|
|
Time Management |
6.5 CPD hours |
FPI22052870 |
|
|
Unconscious Bias |
6.5 CPD hours |
FPI22052874 |
Administrative Staff Development
|
Title of CPD |
Hours |
Accreditation Number |
Add to Cart Link |
|
Administrative Office Procedures |
6.0 CPD hours |
FPI22063300 |
|
|
Administrative Support |
6.0 CPD hours |
FPI22073336 |
|
|
Budgets and Financial Reports |
4.5 CPD hours |
FPI21090113 |
|
|
Business Etiquette |
7.0 CPD hours |
FPI22073374 |
|
|
Call Centre Training |
6.5 CPD hours |
FPI22063302 |
|
|
Communication Strategies |
6.5 CPD hours |
FPI22052883 |
|
|
Conflict Resolution |
6.5 CPD hours |
FPI22073377 |
|
|
Contact Center Training |
6.5 CPD hours |
FPI22052857 |
|
|
Creativity: Thinking Outside the Box |
6.5 CPD hours |
FPI22052860 |
|
|
Crisis Management |
6.5 CPD hours |
FPI22052863 |
|
|
Customer Service |
6.5 CPD hours |
FPI22063287 |
|
|
Customer Support |
6.5 CPD hours |
FPI22052864 |
|
|
Cyber security |
6.5 CPD hours |
FPI22052881 |
|
|
Dealing with a Difficult Customer |
6.0 CPD hours |
FPI22063289 |
|
|
Developing Corporate Behaviour |
6.5 CPD hours |
FPI22073380 |
|
|
Emotional Intelligence |
6.5 CPD hours |
FPI22063285 |
|
|
Goal Setting and Getting Things Done |
6.0 CPD hours |
FPI22063301 |
|
|
Managing Personal Finances |
6.5 CPD hours |
FPI22052865 |
|
|
Managing Workplace Anxiety |
4.5 CPD hours |
FPI21090097 |
|
|
Negotiation Skills |
6.0 CPD hours |
FPI22073340 |
|
|
Personal Productivity |
6.0 CPD hours |
FPI22073342 |
|
|
POPIA |
6 CPD hours |
FPI22052877 |
|
|
Proposal Writing |
6.0 CPD hours |
FPI22073339 |
|
|
Protection of Personal Information Act (POPIA) |
6.0 CPD hours |
FPI22052877 |
|
|
Project Management, 6th Edition |
6.0 CPD hours |
FPI22073344 |
|
|
Respect In The Workplace |
6.0 CPD hours |
FPI22052858 |
|
|
Responsibility In the Workplace |
6.0 CPD hours |
FPI22052859 |
|
|
Social Media Marketing |
6.0 CPD hours |
FPI22052866 |
|
|
Stress Management |
6.0 CPD hours |
FPI22063293 |
|
|
Taking Initiative |
6.0 CPD hours |
FPI22052871 |
|
|
Telephone Etiquette |
6.0 CPD hours |
FPI22073375 |
|
|
Time Management |
6.5 CPD hours |
FPI22052870 |
[1] Refer to FSCA FAIS Notice 86 of 2018 to confirm when the CPD cycle for a supervised representative starts.