Financial Services

Class Of Business Training

The Competence Requirements relating to Class of Business Training, set out in the Fit and Proper requirements Board Notice 194 of 2017, commenced on 1 August 2018.

What is Class of Business Training?

Class of Business Training focuses on general financial product knowledge in relation to a specific line of business. It must include training on the general and special characteristics of the range of financial products within the class, the typical fee structures, charges and other general risks relevant to the products in that class. The training must also include the appropriateness of different products or features for different types of clients, how economic factors may impact these products or the effect of applicable legislation such as tax.

Course Fees

Half Day Classes: R300.00

Full Day Classes: R500.00

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Class Of Business Training

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Regulatory Exam Prep Workshops

The Regulatory Examinations (RE Exams) was introduced to assess financial advisors’ competency and application of knowledge relating to the regulatory framework of the financial services industry. It deals with specific legislation contained in the Financial Advisory and Intermediary Services Act (FAIS Act), Financial Intelligence Centre Act (FICA), the General Code of Conduct and various Board Notices.


Pachedu Skills Solutions will help you to prepare for the Level 1 Regulatory Exam to ensure that you are ready to tackle it with confidence.

Course Fees

Course Fees: R1 200.00

Course Duration: 2 Days

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Regulatory Exam Prep Workshops

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Occupational Certificate

INSURANCE AGENT: Insurance Underwriter (NQF 5)

Insurance underwriters are professionals who assess the proposal of insurance to determine whether the policy would be issued, subject to certain terms and conditions, or not and they fix the premium for the policy depending on the underlying risk.

Delivery modes:

  • Face to Face Facilitated Learning (5 or more learners)
  • E-Learning Courses
  • Distance Learning
  • Traditional Paper-Based Course Manuals
  • Rich-Media Presentations

  • Webinar Workshops

 

Course Fees

Course Fees: R30 000.00

Course Duration: 12 Months

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Occupational Certificate

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