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Commercial Lines
(Skills Programme 1)
Total Credits: 32

R 5 159.00 (R 5 159.00 excl VAT) each

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Financial Planning Qualification Square

UNIT STANDARDS

  • Underwrite a standard risk in short-term commercial insurance.
  • Business insurance.
  • Business interruption insurance.
  • All Risks section of the commercial policy.
  • Business motor insurance.
  • Financial Advisory and Intermediary Services Act (FAIS) (Act 37 of 2002).

Commercial Lines
(Skills Programme 2)
Total Credits: 21

R 3 950.00 each

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Financial Planning Qualification Square

UNIT STANDARDS

  • How different needs require different Financial Service products.
  • Insurance cover in terms of SASRIA.
  • Manage risk in own work environment.
  • Short-Term Multi-Peril Insurance policy.
  • Insurable risk.
  • Law of contract for insurance.

Commercial Lines
(Skills Programme 3)
Total Credits: 33

R 5 750.00 (R 5 750.00 excl VAT) each

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Commercial Lines

UNIT STANDARDS

  • Ethical conduct in a business environment.
  • Developments reported in the media that could impact on Short Term insurance.
  • Personal motor insurance.
  • Customer care in a specific work environment.
  • Manage own work performance
  • Managing workplace relationships.
  • Electronic systems as a tool in a financial services context.
  • Civil or criminal liability in terms of business law.
  • Process a short-term insurance claim.

Financial Literacy
(Skills Programme 4)
Total Credits: 12

R 3 650.00 (R 3 650.00 excl VAT) each

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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) each

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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) each

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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) each

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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.