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Course curriculum

  • 1

    Welcome to the course!

    • A message from the instructor

    • How to use this course

    • Before we begin...

  • 2

    Long Term Insurance outline

    • Long Term Insurance NQF4 Course Outline

  • 3

    Business Communication (Book A: English & Book B: Afrikaans)

    • Business Communication (Book A: English)

    • Business Comunication (Book B: Afrikaans)

    • ASSIGNMENT - Business Communication (Book A & B)

  • 4

    Financial Literacy

    • 117127 Describe and apply the basic principles of Personal Income Tax

    • Assignment -Describe and apply the basic principles of Personal Income Tax

    • 117156 Interpret basic financial statements

    • ASSIGNMENT -Interpret basic financial statements

    • 117158 Investigate ways of managing Financial Risk in own lives

    • ASSIGNMENT -Investigate ways of managing Financial Risk in own lives

  • 5

    Maths literacy

    • 7468 -Use Mathematics to investigate and monitor the financial aspects of personal, business, national and international issues

    • ASSIGNMENT -Use Mathematics to investigate and monitor the financial aspects of personal, business, national and international issues

    • 9015 -Apply knowledge of statistics and probability to critically interrogate and effectively communicate findings on life related problems

    • ASSIGNMENT -Apply knowledge of statistics and probability to critically interrogate and effectively communicate findings on life related problems

    • 9016 -Represent, analyse and calculate shape and motion in 2 and 3 dimensional space in different contexts

    • ASSIGNMENT -Represent, analyse and calculate shape and motion in 2 and 3 dimensional space in different contexts

  • 6

    Legislation and media

    • 12164 -Demonstrate knowledge and insight of the Financial Advisory and Intermediary Services Act (FAIS) (Act 37 of 2002)

    • ASSIGNMENT -Demonstrate knowledge and insight of the Financial Advisory and Intermediary Services Act (FAIS) (Act 37 of 2002)

    • 14506 -Explain the Finance Intelligence Centre Act, Act 38 of 2001 and its implications for client relations

    • ASSIGNMENT -Explain the Finance Intelligence Centre Act, Act 38 of 2001 and its implications for client relations

    • 117126 Apply knowledge and insight into aspects of the Long Term Insurance Act, Act 52 of 1998

    • ASSIGNMENT -Apply knowledge and insight into aspects of the Long Term Insurance Act, Act 52 of 1998

    • 117129 Apply the regulations for disclosure that are required as part of the financial sales process

    • ASSIGNMENT -117129 Apply the regulations for disclosure that are required as part of the financial sales process

    • 118011 Analyse new development reported in the media that could impact on Long Term Insurance

    • Assignment -Analyse new development reported in the media that could impact on Long Term Insurance

  • 7

    Long Term-Insurance Products

    • 113910 - Describe disability insurance solutions in the context of financial planning

    • ASSIGNMENT -Describe disability insurance solutions in the context of financial planning

    • 113913 Investigate dread disease products and their place in Wealth Management

    • ASSIGNMENT -Investigate dread disease products and their place in Wealth Management

    • 114983 Describe Life Insurance

    • ASSIGNMENT -Describe Life Insurance

    • 119478 -Analyse the different products available in the long term insurance industry and the benefits of each

    • ASSIGNMENT -Analyse the different products available in the long term insurance industry and the benefits of each

    • 117146 -Indicate the scope of the life insurance in South Africa

    • Assignment -117146 -Indicate the scope of the life insurance in South Africa

  • 8

    Long Term-Insurance Products And Fraud Control

    • 113903 Demonstrate skills and techniques required to build a relationship with a client in a financial services environment

    • ASSIGNMENT -Demonstrate skills and techniques required to build a relationship with a client in a financial services environment

    • 114956 Describe funeral insurance

    • ASSIGNMENT -114956 Describe funeral insurance

    • 114960 - Investigate the need to provide financially for own retirement

    • ASSIGNMENT -Investigate the need to provide financially for own retirement

    • 117137 - Describe Group Insured Benefits

    • ASSIGNMENT -Describe Group Insured Benefits

    • 117171 Manage time effectively to enhance productivity and enable a balanced lifestyle

    • ASSIGNMENT -Manage time effectively to enhance productivity and enable a balanced lifestyle

    • 119260 - Explain Credit Life Insurance

    • ASSIGNMENT -119260 Explain Credit Life Insurance

    • 119261 - Describe the control of fraud in Long Term Insurance

    • ASSIGNMENT -Describe the control of fraud in Long Term Insurance

    • 119265 - Describe the control of fraud in Long Term Insurance

    • ASSIGNMENT -Describe the control of fraud in Long Term Insurance

  • 9

    Work Environment And Introduction To Insurance

    • 113903 Demonstrate skills and techniques required to build a relationship with a client in a financial services environment

    • ASSIGNMENT -Demonstrate skills and techniques required to build a relationship with a client in a financial services environment

    • 117171 Manage time effectively to enhance productivity and enable a balanced lifestyle

    • ASSIGNMENT -Manage time effectively to enhance productivity and enable a balanced lifestyle

    • 119265 Manage Risk in Own Work Environment

    • ASSIGNMENT -Manage Risk in Own Work Environment

    • 119676 Apply the skills of customer care in a specific work environment

    • ASSIGNMENT -Apply the skills of customer care in a specific work environment

    • 13940 Demonstrate knowledge and application of ethical conduct in a business environment

    • ASSIGNMENT -Demonstrate knowledge and application of ethical conduct in a business environment

    • 14979 Describe issues of compliance or non- activity that could result in civil or criminal liability in terms of business law

    • ASSIGNMENT -Describe issues of compliance or non- activity that could result in civil or criminal liability in terms of business law

    • 14991 Apply the law of contract to insurance

    • ASSIGNMENT -Apply the law of contract to insurance

    • 14994 Demonstrate knowledge of Insurable Risk

    • ASSIGNMENT -Demonstrate knowledge of Insurable Risk

  • 10

    Next steps

    • Please give a reflection on the below items in relation to your training sessions.