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INSETA
PROGRAMMES

Further Education and Training Certificate: Long Term Insurance

(SAQA ID: 49649)
NQF Level: 4
Credits: 140
Length: 12 months
REGISTER ONLINE

TARGET MARKET
Employees already employed in Long-term Insurance or have recently taken up a position in Long-term Insurance

ENTRY REQUIREMENTS
Communication at NQF L3, Mathematical Literacy at NQF L3, Computer Literacy at NQF L3

OBJECTIVES
At the end of this programme, the learner should be able to:
• Describe healthcare cover in South Africa
• Describe life insurance
• Indicate the scope of life insurance in South Africa
• Investigate the need to provide financially for own retirement
• Analyse the different products available in the Long-term Insurance industry and the benefits of each
• Analyse new developments reported in the media that could impact on long-term insurance
• Apply the law of contract to insurance
• Apply the skills of customer care in a specific work environment
• Demonstrate knowledge and application of ethical conduct in a business environment
• Demonstrate knowledge and understanding of insurable risk
• Describe disability insurance solutions in the context of financial planning
• Describe group insured benefits
• Describe issues of compliance or non-activity that could result in civil or criminal liability in terms of business
law
• Describe the control of fraud in Long-term Insurance
• Investigate dread disease products and their place in wealth management
• Demonstrate knowledge and insight of the Financial Advisory and Intermediary Services Act (FAIS) (Act 37
of 2002)
• Apply the regulations for disclosure that are required as part of the financial sales process
• Explain the Finance Intelligence Centre Act, Act 38 of 2001 and its implications for client relations
• Apply knowledge and insight into aspects of the Long-Term Insurance Act, Act 52 of 1998
• Describe funeral insurance
• Explain credit life insurance
• Manage risk in own work environment
• Demonstrate skills and techniques required to build a relationship with a client in a financial services
environment
• Manage time effectively to enhance productivity and enable a balanced lifestyle
• Understand the fundamentals of long-term insurance

031 207 3245
info@frtc.co.za
4 Meadow Road,  Sydenham, Durban, KwaZulu-Natal
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