| ONLINE COURES |
| ONLINE courses are delivered entirely online; the course material and all assessments are accessed over the the Internet. Course content may also be downloaded, but all courses tests must be completed online. Register (free) here for Online Courses. |
| Course | Free Component | Description | Price |
| FICA (Financial Intelligence Centre Act) |
| Risk Management & Compliance Programme |
A Risk Based Approach | The FICA Online Course includes the latest information on the FIC Amendment Act. | R 350.00 |
| FAIS (Financial Advisory and Intermediary Services)and RE |
| FAIS: First Level Regulatory Examination |
Acting as FAIS Representative | This Course details how to Execute the Required Actions as a Representative in Terms of the FAIS Act. It is designed to prepare the candidate for the First Level Regulatory Examination. | R 750.00 |
| FAIS - Key Individuals |
Acting as a Key Individual | This Course details how to Execute the Required Actions in respect of Key Individuals in Terms of the FAIS Act. It is designed to prepare the candidate for the First Level Regulatory Examination. | R 750.00 |
| CPD (Continuous Professional Development) |
| Ethics in a Business Environment |
CPD – Ethics in a Business Environment | A CPD course including 4 components covering applied business ethics. | R 475.00 |
| Managing Workplace Relationships |
Managing Risk in the Workplace | CPD Course that focuses on maintaining effective working relations so that an atmosphere of productivity is encouraged. | R 200.00 |
| Factors that Impact Short Term Insurance |
Current Affairs in Short-term Insurance | CPD Course that focuses on changes in the financial services industry and how these impact STI. | R 200.00 |
| CoB (Class of Business) |
| Class of Business - Health Service Benefits |
Overview of the SA Health Care Policy | CoB– Health Service Benefits - A CoB course including 10 components covering health service benefits | R 500.00 |
| Class of Business - Investments and Securities |
The Basics of Investment Instruments | A class of business, including 9 components exploring Investments and Securities | R 800.00 |
| Class of Business - Participatory Interests in Collective Investment Schemes |
Establish a Relationship with the client | A Class of Business Course, including 12 Modules exploring the Participatory Interests in Collective Investment Schemes | R 500.00 |
| Class of Business - Pension Fund Benefits |
Retail Pension and Pension Fund Benefits | A Class of Business Course, including 10 Components exploring the Pension Fund Benefits | R 475.00 |
| Class of Business - Long Term Insurance |
Long Term Insurance Act | Class of Business Course, including modules and components exploring the LTI Act and the related LTI sub classes | R 500.00 |
| Class of Business - Long Term Insurance Credit Life |
Insight into Aspects of the LTI Insurance Act | Class of Business Course, including modules and components exploring the LTI Act and the related credit life sub class. | R 500.00 |
| Class of Business - Short-term Insurance - Commercial Lines RE2 |
Determine the Commercial client’s need for insurance | Class of Business - Short-term Insurance - Commercial Lines | R 500.00 |
| Class of Business - Short-term Insurance - Personal Lines RE2 |
Determine the Personal client’s need for insurance | Class of Business - Short-term Insurance - Personal Lines | R 475.00 |
| Class of Business - Short and Long Term Deposits |
CoB Course, exploring the nature, workings and structuring of short and long term deposits | Class of Business - Short and Long Term Deposits | R 500.00 |
| Class of Business - Structured Deposits |
CoB Course, exploring the nature, workings and structuring of structured deposits | Class of Business - Structured Deposits | R 500.00 |
| TRUSTS |
| Introduction to Trusts |
Trust Types | This course is made up of three components consisting of an introduction to trusts and trust types, reasons to set up a trust and trusts and tax. | R 300.00 |
| INVESTMENT |
| The "How to Analyse" Series |
How to Analyse an Oil Company | This unique series gives investors or analysts a concise but comprehensive 25 - 75 page recipe on “How to analyse”, for specific industries falling under: Mining, Financial, Commerce and Industry. 21 individual Components are currently available with new companies being added frequently | R 11,500.00 |
| Investing in Equities |
Part # 1 - Introduction to Equity Investments | Intro to Equity Investments, Asset Allocation, Share, Stock Market and Industry Analysis, Equity Stock Selection, Technical Analysis, Equity’s Price Multiples and Discounted Cash Flow Applications | R 1,015.00 |
| FINANCE & ECONOMICS |
| The "Basics of" Series |
Introduction to Equity Investments | This series covers the basics of the major investment instruments, including bonds, equities and derivatives. | R 3,600.00 |
| Macro Economics |
Taking the Nation's Economic Pulse | Aggregate Supply and Demand, Keynesian Foundations, Fluctuations, Unemployment, Inflation, Fiscal Policy, Stabilization Policy, Monetary Policy, The Banking System and The Phillips Curve are explored. | R 1,150.00 |
| Micro Economics |
Supply and Demand - Market Process | Aggregate Supply and Demand, Keynesian Foundations, Fluctuations, Unemployment, Inflation, Fiscal Policy, Stabilization Policy, Monetary Policy, The Banking System and The Phillips Curve are explored. | R 380.00 |
| Derivatives |
Introduction to Equity Investments | Derivative Markets and Instruments, Forward, Future, Option and Swap Markets and Contracts; concluding with Risk Management Strategies are the topics covered by this concise, yet comprehensive Course. | R 675.00 |
|
Global Economic Analysis |
Global Economic Analysis # 1 | Comparative Versus Absolute Advantage, Trade-Restricting Devices, Trade Barriers , Foreign Exchange, Direct and Indirect Quotations, Covered Interest Rates, Monetary Policy and much more. | R 335.00 |
| The Treasury Series |
Foreign Exchange Part # 1 | This series covers all the aspects of foreign exchange and interest rate instruments, and markets. It includes a Foreign Exchange, a Money Market, Derivatives, and an Assets and Liabilties module. | R 250.00 |
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