Orientation / Introductory Workshops in Financial Services

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Introduction

One day orientation workshops in specific sub sectors are available for new or current employees. These workshops provide an overview of the framework of the industry within which employees are working and are a supplement to product training and other in house training initiatives. Help create context for your employees’ efforts, or orientate new people quickly into the industry!

One day introductory workshops available:

 
Introduction to financial services
  • R 1000 p/p
    minimum 5 people
  • Course information
  •   An overview of the financial services sector
      Role players in the specific sector (industry, e.g. short term insurance)
      The main purpose of the specific sector
      The main products offered and the specific needs that each product line serves
      Legislation regulating the specific sector
      An explanation of important terminology and concepts
      An overview of how everything links together from product development to after sales service
  • Book Now
 
Introduction to short-term insurance
  • R 1000 p/p
    minimum 5 people
  • Course information
  •   An overview of the financial services sector
      Role players in the short term insurance industry
      The main purpose of personal lines short term insurance
      The main products offered and the specific needs that each product line serves including household and home owners insurance, motor vehicle and all risks insurance and SASRIA
       Legislation regulating the specific sector
       An explanation of important terminology and concepts including underwriting, setting the sum assured and the principle of the average, insurable interest, terms and conditions of policies, exclusions
       An overview of how everything links together from product development to after sales service
  • Book Now
 
Introduction to long-term insurance
  • R 1000 p/p
    minimum 5 people
  • Course information
  •   An overview of the financial services sector
      Role players in the long term insurance industry
      The main purpose of long term insurance
      The main products offered and the specific needs that each product line serves including risk benefits such as life and disability insurance and investment and retirement policies
      Legislation regulating the specific sector
      An explanation of important terminology and concepts including the needs analysis, insurable interest, underwriting, terms and conditions of policies and typical exclusions
      An overview of how everything links together from product development to after sales service
  • Book Now
 
Introduction to employee benefits
  • R 1000 p/p
    minimum 5 people
  • Course information
  •   An overview of the employee benefits industry (group pension and provident funds and associated group risk benefits
      Role players in the employee benefits industry
      The main purpose of group funds and policies
      The main products offered and the specific needs that each product line serves including pension and provident funds, group life assurance, group disability and funeral products and retirement fund investments
      Legislation regulating the specific sector
      An explanation of important terminology and concepts including eligibility to become a member, how to read a benefit statement, legal aspects such as distribution of death benefits and the duties and powers of the Board of Management (trustees), risk policies terms and conditions and typical exclusions
      An overview of how everything links together from product development to after sales service
  • Book Now
 
Introduction to financial planning
  • R 1000 p/p
    minimum 5 people
  • Course information
  •   An overview of financial planning
      Role players and the difference between tied agents and independent advisors
      The main purpose of financial planning
      Gathering relevant information from the client
      The financial needs analysis and risk profile analysis
      Legislation regulating financial planning
      An explanation of important terminology and concepts
      How to conduct a needs analysis once client information has been gathered
      Making recommendations and the record of advice
  • Book Now
 

Contact us for further information