PRE-REGISTER: COMING APRIL 2019
Course
Duration: 45 mins

The Financial Advisory and Intermediary Services Act 2002 (Act 37 of 2002) (FAIS Act) is very clear on the process that will be followed regarding discovering a prospective policyholder's insurance needs, whether the prospect is altogether new to insurance or an existing policyholder.  These requirements apply primarily to intermediaries.  While insurers will offer more information about their products, or answer questions, but are unlikely to compare their product with a similar product of their competitors.

Conducting a Needs Analysis

PRE-REGISTER: COMING APRIL 2019
Course
Duration: 45 mins

The agent is more than a mere pipeline, but less than a full contracting party as far as the contract between the principal and the third party is concerned. The agent speaks his own words and employs a certain measure of discretion: he is not in the same position as a telephone cable...

Law of Agency

PRE-REGISTER: COMING JULY 2019

Course
Duration: 2h 30m

Brokers are agents who work full time in insurance and have access to a range of insurers.  Brokers have build up specialist expertise in some or many classes of business.  Today brokers range from large multinational brokers employing thousands of staff, down to small local operations with one or two people.  Many banks have established insurance broking subsidiaries in order to service commercial clients.  Being an insurance broker is very challenging in this legislative environment. This course will take you through all the steps to become a successful broker.  

Broking