Healthcare Advisor
Modules
Overview of the Investment Advisory Industry.
- KM1-Topic 1: Basic economic principles
- KM1-Topic 2: Needs and wants of an entity.
- KM1-Topic 3: Current affairs in the Financial Services Sector.
- KM1-Topic 4: Changing nature of the financial services industry and its consumers.
- KM1-Topic 5: Risk in a Financial Services environment.
Regulatory Requirements for advising clients regarding insurance and investments
- KM2-Topic 1: Principles of ethics.
- KM2-Topic 2: FAIS (Act 37 of 2002)
- KM2-Topic 3: Money laundering legislation.
- KM2-Topic 4: Promotion of Access to Information Act, 2 of 2002 and the Electronic Transactions and Communications Act, 25 of 2002.
- KM2-Topic 5: Protection of Personal Information Act 2020-21
Module 2: Health Care Benefits Advisory Services
Available once Module 1 has been completed
Modules
Health Care Benefits Advisory Services.
- Topic 1: Describe healthcare cover in South Africa.
- Topic 2: Describe managed care as it is applied in Medical Scheme Administration in South Africa.
- Topic 3: Describe the control of fraud in Healthcare Benefits Administration.
- Topic 4: Explain options for healthcare cover in order to make an informed decision.
- Topic 5: Explain the cycle of a medical claim.
Module 3: Analyse Client needs regarding Health Care Benefits
Available once Module 2 has been completed
Modules
Analyse Client needs regarding Health Care Benefits
- Topic 1: Analyse the National Health Policy as a means of providing healthcare for the nation.
- Topic 2: Apply knowledge and insight of the medical scheme environment to evaluate risk in a selected medical scheme.
- Topic 3: Apply knowledge of the current Medical Schemes Act and the accompanying regulations.
Module 4: Provide advice on the introduction of Health Care benefit Programmes
Available once Module 3 has been completed
Modules
Provide advice on the introduction of Health Care benefit Programmes
- Topic 1: Objectively evaluate the criteria that materially affect the performance of a medical scheme and its administration.
- Topic 2: Conduct an in-depth investigation into the current healthcare sector in South Africa using published data.
- Topic 3: Analyse the product design/structure of different medical schemes to evaluate the benefits of each scheme.
- Topic 4: Apply knowledge of health economics to make an informed decision.