Course Category: CPD

2 CPD Points – POPIA

Course summary All entities handling personal information of clients, employees and suppliers need to adhere to the requirement stipulated under the Protection of Personal Information (POPI) Act. These entities need to ensure that all employees handling personal information is aware of the data processing conditions stipulated under the POPI Act. The POPI Workshop is an …

2 CPD Points – POPIA Read More »

3 CPD Points – Evidence of Treating Customers Fairly

Course summary Evidencing treating customers fairly is an on-line intermediate level workshop considering what is expected from product suppliers, financial services providers and intermediaries in terms of the six fairness outcomes outlined under the treating customers fairly regulatory initiative as well as on how to measure and evidence adherence to these outcomes. Time allotted for …

3 CPD Points – Evidence of Treating Customers Fairly Read More »

3 CPD Points – Regulation of the Financial Sector in South Africa

Course summary The course considers the concepts related to regulation in general and more specific to the financial sector in South Africa. Applicable legislation is outlined in short; so, the reader can familiarise themselves with the South African regulatory universe of the financial sector. Time allotted for course The course consists of 3 topics with …

3 CPD Points – Regulation of the Financial Sector in South Africa Read More »

5 CPD Points – Policy Holder Protection Rules for Long-term Insurance

Course summary The course considers the policy holder protection rules (2017) issued in terms of the Long-term Insurance Act as amended by Government notice 997 of 28 September 2018. The new rules also provide for micro insurance product standards to support the microinsurance regulatory framework as established by the Insurance Act 18 of 2017. Time …

5 CPD Points – Policy Holder Protection Rules for Long-term Insurance Read More »

5 CPD Points – Policy Holder Protection Rules for Short-term Insurance

Course summary The course considers the policy holder protection rules (2017) issued in terms of the Short-term Insurance Act as amended by Government notice 996 of 28 September 2018. The new rules also provide for micro insurance product standards to support the microinsurance regulatory framework as established by the Insurance Act 18 of 2017. Time …

5 CPD Points – Policy Holder Protection Rules for Short-term Insurance Read More »