What you'll learn
Maintain the License of the FSP
Understand the FAIS Act as a Regulatory Framework
Operate as the Key Individual
Comply with Record-Keeping
Requirements
Adhere to the General Code of Conduct
Understand Money Laundering and Terrorist Financing Regulations
Deal with Ombud Complaints
Define the Role of the Representative
Requirements
A minimum of Matric or Grade 12 qualification is required.
Description
The Regulatory Exam 5 (RE 5) course is tailored for entry-level representatives and unemployed graduates in South Africa aiming to enter the insurance sector.
This comprehensive program provides essential knowledge and skills necessary for success in both short-term and long-term insurance roles.
Participants will engage with dynamic video content that simplifies complex topics, enhancing the learning experience. The course is conveniently accessible on mobile devices and computers, allowing for flexible study schedules.
RE 5 Course Modules
The RE 5 course covers a comprehensive curriculum tailored to the needs of aspiring insurance professionals. The modules include
1. Introduction to the Financial Services Industry
Overview of the insurance sector
Types of insurance products and services
Roles and responsibilities of insurance professionals
2. Regulatory Framework
Financial Advisory and Intermediary Services Act (FAIS)
Financial Intelligence Centre Act (FICA)
Other relevant legislation and regulations
3. Ethical Conduct and Professional Standards
Treating Customers Fairly (TCF) principles
Conflict of interest management
Confidentiality and record-keeping
4. Insurance Products and Services
Short-term insurance (e.g., motor, property, liability)
Long-term insurance (e.g., life, disability, retirement)
Underwriting and claims processes
5. Client Needs Analysis and Advice
Conducting client needs assessments
Matching products to client requirements
Providing appropriate financial advice
6. Risk Management and Insurance Principles
Risk identification and assessment
Risk mitigation strategies
Insurance principles and concepts
7. Financial Planning and Investment Basics
Fundamentals of financial planning
Investment products and asset classes
Retirement planning and estate planning
8. Practical Application and Case Studies
Applying knowledge to real-world scenarios
Developing problem-solving and decision-making skills
Practicing client interactions and presentations
The course emphasizes practical application, with interactive exercises to reinforce learning.
Upon successful completion, participants will be well-prepared to sit for the RE 5 exam and embark on their careers in the insurance sector.
Who this course is for
The Regulatory Exam 5 (RE 5) course is specifically designed for entry-level representatives and unemployed graduates in South Africa who aspire to enter the insurance sector. This comprehensive program equips you with the essential knowledge and skills needed for success in both short-term and long-term insurance roles.
Our course offers a dynamic learning experience through engaging video content that breaks down complex topics into digestible segments, making learning easier and more enjoyable. Our course is accessible on both mobile devices and computers, allowing you to study wherever and whenever it suits you.
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