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CPD Package: Short Term Personal Lines + Financial Services Overview

10 CPD

R575.00

CPD: Refresher Short Term Insurance Personal Lines

The purpose of this course is to provide learners with core knowledge and understanding of characteristics, terms and features of products for individual clients in the short-term insurance personal lines class of business, including typical fee structures, charges and other costs and risks associated with investing, purchasing or transacting in these products. In addition to this, the module provides knowledge of legislation impacting on short-term insurance personal lines products. Lastly, the module will provide learners with the skill to assess the appropriateness of products within the short-term insurance class of business for specific individual client needs.

Financial Services Overview

Get the ‘bigger picture’ of financial services by looking at the main role-players and market participants, considering the regulatory landscape and main laws that govern the sector; and obtaining an understanding of typical personal financial planning needs and how the sector caters for these needs.

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Description

Short Term Personal Lines 6,5 CPD

  1. Identify the general (risk and investment) financial needs of clients or groups of clients in respect of products within the class of business.
  2. Describe the general characteristics, terms and features of the products within the class of business.
  3. Describe the typical fee structures, charges and other costs associated with products within the class of business.
  4. Describe the general investment and risk principles, options and strategies associated with investing, purchasing or transacting in products within the class of business.
  5. Describe (if relevant), the impact of applicable economic and environmental factors such as economic business cycles, inflation, monetary and fiscal policies, interest rates and exchange rates on the products within the class of business.
  6. Explain the legislative and tax implications applicable to the products within the class of business.

Financial Services Overview – 3,5 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

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