CPD Package: Health Services Benefits + Financial Services Overview

Description

Health Services Benefits 5.5 CPD

1. Explain how specific aspects of the Medical Schemes Act, National Health Insurance, demarcation regulations under the Long- and Short-term Insurance Acts, and other applicable legislation will impact on health services products.
2. Describe the characteristics, terms and features of health services products.
3. Describe the typical fee structures, charges and other costs associated with health services product benefit options.
4. Describe the risks associated with investing, purchasing or transacting in health services products.
5. Assess the appropriateness of specific health services product benefit options for specific client needs.
6. Describe the options and strategies applicable to specific products in the health services class of business to suit the needs of different investors.
7. Explain the tax implications applicable to products in the health services benefits class of business.

Financial Services Overview – 3 CPD

1. Identify the main role-players and market participants in the financial services industry, including their legal structure.
2. Demonstrate an understanding of general legislation and codes of conduct applicable to the financial services industry.
3. Identify the general (risk and investment) financial needs of clients or groups of clients.

Who should register?

• financial advisors
• para-planners
• business owners