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Retail Insurance
(Skills Programme 1)
Total Credits: 26

R 4 940.00 (R 4 295.65 excl VAT)

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Financial Planning Qualification Square

UNIT STANDARDS

  • 114979 - Operate a computer workstation in a business environment.
  • 242584 - The Financial Advisory and Intermediary Services Act 2002 (FAIS) (Act 37 of 2002).
  • 242593 - Financial Intelligence Centre Act (FICA).
  • 117129 - Disclosure regulations.
  • 242655 - Ethical conduct in a business environment.
  • 120128 - Apply the law of contract to insurance.
  • 114943 - Describe how to manage workplace relationships.
  • 243137 - Skills and techniques required in building a relationship with a client.
  • 120027 - Apply financial knowledge and skill to compile a finance agreement.
  • 117117 - Describe standard insurance cover in terms of SASRIA.

Retail Insurance
(Skills Programme 2)
Total Credits: 24

R 4 130.43

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Financial Planning Qualification Square

UNIT STANDARDS

  • 114964 - Describe short term insurance.
  • 119260 - Explain credit life insurance.
  • 114983 - Describe life insurance.
  • 117132 - Explain basic economics.
  • 119676 - Apply the skills of customer care in a specific work environment.
  • 120017 - The regulatory framework relating to consumer credit agreements in Retail Insurance in South Africa.
  • 117134 - Indicate the scope of short term insurance in South Africa.
  • 120005 - Demonstrate knowledge and understanding of personal motor insurance.

Retail Insurance
(Skills Programme 3)
Total Credits: 22

R 5 320.00 (R 4 626.09 excl VAT)

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Financial Planning Qualification Square

UNIT STANDARDS

  • 117133 - Manage own work performance in relation to an organisation's performance management system.
  • 120019 - Analyse new developments reported in the media that could impact on Short Term insurance.
  • 119265 - Manage risk in own work environment.
  • 117171 - Manage time effectively to enhance productivity and enable a balanced lifestyle.
  • 120127 - Issues of compliance or non-activity that could result in civil or criminal liability in terms of business law.
  • 117146 - Indicate the scope of life insurance in South Africa.

Financial Literacy
(Skills Programme 4)
Total Credits: 12

R 3 650.00 (R 3 650.00 excl VAT)

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Financial Planning Qualification Square

UNIT STANDARDS

  • 117158 - Investigate ways of managing financial risk in own lives;
  • 117127 - Demonstrate knowledge and understanding of the basic principles of personal income tax;
  • 117156 - Interpret basic financial statements.

Mathematical literacy
(Skills Programme 5)
Total Credits: 16

R 3 650.00 (R 3 650.00 excl VAT)

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Financial Planning Qualification Square

UNIT STANDARDS

  • 7468 - Investigate and monitor the financial aspects of personal, business, national and international issues;
  • 9015 - Statistics and probability;
  • 9016 - Shape and motion in 2-and 3-dimensional space.

Communication - English
(Skills Programme 6)
Total Credits: 20

R 2 250.00 (R 2 250.00 excl VAT)

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Financial Planning Qualification Square

UNIT STANDARDS

  • 8974 - Engage in sustained oral communication and evalute spoken text.
  • 8975 - Read analyse and respond to a variety of texts.
  • 8976 - Write for a wide range of contexts.
  • 8979 - Use language and communication in occupational learning programmes.

Communication - Afrikaans
(Skills Programme 7)
Total Credits: 20

R 2 250.00 (R 2 250.00 excl VAT)

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Financial Planning Qualification Square

UNIT STANDARDS

  • 8968 - Accommodate audience and context needs in oral communication.
  • 8969 - Interpret and use information from texts.
  • 8970 - Write texts for a range of communicative contexts.
  • 8973 - Use language and communication in occupational learning programme.