Long Term Insurance

Facilitated training for COB & CPD

Introduction:

Class of business training is a new Fit and Proper requirement in terms of Section 29 of the Board Notice 194, 2017 – Determination of Fit and Proper requirements.
This course addresses the Board Notice requirements for class of business training in terms of section 29(4) and will enable you to obtain an understanding of the products that form part of the long-term insurance class of business, including its subclasses.

Focus Area:

Product features and benefits, costs and risks, tax implications, legislation, market participants, economic factors and appropriateness for client needs of the different products that form part of the long-term insurance class of business, including its subclasses.

Who should Attend:

Supervised representatives, financial advisors, para-planners, key individuals

CPD Info:

6.5 CPD points on completion of course and successful pass of final assessment The course is accredited by the Financial Planning Institute and thus qualifies as a verifiable CPD activity towards the accumulation of CPD hours as required by the FSCA.

COB Info:

Long-term insurance class of business consists of the following subclasses which are included in the training:

  • Assistance policy
  • Life risk policy
  • Life investment policy
  • Fund policy
  • Long-term reinsurance policy
  • To receive a certificate, complete the following via e-learning: Free Financial Services Overview and Economic & Investments Overview Modules

Agenda:

08:30-09:00: Registration
09:00-10:45: Session 1 Long-term insurance products general aspects
10:45-11:00: Tea Break
11:00-13:00: Session 2 Aspects relating to specific long-term insurance products
13:00-13:30: Lunch
13:30-15:30: Session 2 Continues
15:30-16:00: Final Assessment

Hosted by:

Moonstone Business School of Excellence

Cities:

Cape Town
Durban
Johannesburg

Time:

08:30 - 16:00

Cost:

R1800 excl. VAT

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Durban

16 May 2019

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16 May 2019

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