CONTINUOUS PROFESSIONAL DEVELOPMENT

Emotional Intelligence in the Financial Services Industry

Course Overview:
Within the context of the Financial Services Industry where the client’s needs come first, having the skills provided by emotional intelligence is an essential part of modern-day life. This course has been created with financial advisors and planners specifically in mind to gain the knowledge and skills to utilise this skill for the betterment of one’s career and service offering in everyday interactions with clients.

Stress Management in the Financial Services Industry

Course Overview:
Stress forms part of our everyday lives and if not managed can have a negative impact on your overall well–being. This course has been created for Financial Advisers, Planners and Call Centre Handlers in the Financial Services Industry. The objective is to provide these individuals with the knowledge and tools to manage stress effectively in both their professional and personal lives.

Overview & Requirements of the Financial Intelligence Centre Act

Course Overview:
Awareness of FICA and the requirements of this legislation is essential for employees of Accountable Institutions. This course has specifically been created with financial planners in mind to recap on or acquire the knowledge and skills that they require for all transactions with their clients.

South African Financial Services Sector Overview

Course Overview:
It is important for Financial Advisers, Planners and Call Centre Handlers in the Financial
Services Industry to understand the industry they work in. The objective of this course is to provide these individuals with an overview of the financial services sector.

Understanding Treating Customers Fairly

Course Overview:
Treating Customers Fairly should be at the centre of all interactions with clients for Financial Advisers, Planners and Call Centre Handlers. The objective of this course is to provide these individuals with knowledge and understanding of the Treating Customers Fairly concept set out by the FAIS General Code of Conduct.

FAIS General Code of Conduct & Ethics

Course Overview:
All Financial Advisers, Planners and Call Centre Handlers must be aware of how to conduct themselves and their interactions with client. The objective of this course is to provide these individuals with an overview of the FAIS General Code of Conduct and what is considered ethical conduct.

Overview of the POPI Act

Course Overview:
This course has been created for Financial Advisers, Planners and Call Centre Handlers in the Financial Services Industry. The objective is to provide these individuals with the knowledge and understanding to apply for data protection within their role and organisation.

Overview of Health Services Benefits

Course Overview:
This course simplifies healthcare financial planning and insurance within South African context for the benefit of learners. Its aim is to empower those seeking to understand healthcare finance and regulations, with a specific focus on South Africa. The course is tailered to individuals in South Africa, providing them with the skills needed to make informed healthcare coverage choices.