Qualifications And Courses

PRODUCT OFFERING

Our qualifications and courses are designed to give you a definite advantage over your competitors

INSETA ACCREDITED
COURSES

1. FETC: Short Term Insurance NQF Level 4
2. FETC: Long Term Insurance NQF Level 4
3. FETC: Retail Insurance NQF Level 4
4. FETC: Wealth Management NQF Level 4
5. National Certificate:Wealth Management NQF Level 5

REGULATORY
EXAMS

This is a three (3) day workshop that helps learners to understand the philosophy behind multiple choice questions.On the first day,there is a thorough overview of the study material.The second day is dedicated to a wide and wild variety of questions that are pertinent to the examination.Leaners also get an opportunity to get clarification on any area of inter-est. The study is recommended over a 3 month period.However, it’s possible to study and pass within a period of one month butthis will require commitment to study and self discipline.Our study tips and workshop are tried and tested over the past 5 years.

SHORT COURSES (NON-
ACCREDITED

Attendance Certificates are issued upon completion of these courses:
1.Customer Service
2.Call Centre Training
3.Time Management
4. Leadership & Influence
5.Supervising Others
6.Assertiveness & Self Confidence
7.Business Ethics
8.Emotional Intelligence
9.Change Management
10.Business Writing
The above are 2 day workshops per discipline and attendance certificates are issued per module.

TRAINING AND
DEVELOPMENT

1.Short Term Insurance Personal Lines Policy Wording & Underwriting
2. Short Term Insurance Commercial Wording (Multi Mark Ill Policy
3. Wording) and Underwriting
Assets All Risks Policy Wording and Underwriting
4. Motor Fleet Policy Wording and Underwriting
5. Liability Policy Wording and Underwriting
6. Life Insurance Products Training and Underwriting
7. Medical Insurance Products Training and Underwriting
8. Retirement Planning Products Training and Underwriting
9. Group Insurance Products Training and Underwriting
10. Introduction to Reinsurance Practice

IN-HOUSE
TRAINING​

This is hugely dependent upon the client needs. However we pride
ourselves on our induction guide and this can be tailor-made for you. We can basically develop the induction guide or simply do the induction – the choice is yours

CLASS OF BUSINESS
TRAINING

1. Short-term Insurance – Personal Insurance
2. Short-term Insurance –Commercial Insurance
3. Long-term Insurance
4. Pension Funds Benefits
5. Health Service Benefits
6.Investments
7. Foreign Exchange