Maluti Moodle: All courses

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Demonstrate skills and techniques required to build a relationship with a client in a financial services environment

Apply the regulations for disclosure that are required as part of the financial sales process

DESCRIBE DISABILITY INSURANCE SOLUTIONS IN THE CONTEXT OF FINANCIAL PLANNING

MANAGE RISK IN OWN WORK ENVIRONMENT

Apply knowledge and insight into aspects of the Long Term Insurance Act, Act 52 of 1998

Investigate dread disease products and their place in wealth management

DEMONSTRATE KNOWLEDGE AND UNDERSTANDING OF INSURABLE RISK

Describe and apply the basic principles of personal income tax

Describe the control of fraud in Long-term Insurance

Interpret basic financial statements

Investigate ways of managing financial risk in own lives

Explain the Finance Intelligence Centre Act, Act 38 of 2001 and its implications for client relations

Demonstrate knowledge and insight of the Financial Advisory and Intermediary Services Act (FAIS) (Act 37 of 2002)

DEMONSTRATE KNOWLEDGE AND APPLICATION OF ETHICAL CONDUCT IN A BUSINESS ENVIRONMENT

EXPLAIN CREDIT LIFE INSURANCE

Describe group insured benefits

APPLY THE LAW OF CONTRACT TO INSURANCE

Apply the skills of customer care in a specific work environment

Analyze new developments reported in the media that could impact on long-term insurance

Analyse the different products available in the Long-term Insurance industry and the benefits of each