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Class of Business 7 – Investments

Notice: Class of Business Training Discontinued Please note that, with effect from 1 July 2026, Forward will no longer offer Class of Business (COB) Training/Services. Our Continuous Professional Development (CPD) training and related services will continue to be available. Should you have any questions or require assistance regarding previous Class of Business training records or certificates, please contact us …

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Class of Business 4 – Pension Fund Benefits

Notice: Class of Business Training Discontinued Please note that, with effect from 1 July 2026, Forward will no longer offer Class of Business (COB) Training/Services. Our Continuous Professional Development (CPD) training and related services will continue to be available. Should you have any questions or require assistance regarding previous Class of Business training records or certificates, please contact us …

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Class of Business 3 – Long Term Insurance

  Notice: Class of Business Training Discontinued Please note that, with effect from 1 July 2026, Forward will no longer offer Class of Business (COB) Training/Services. Our Continuous Professional Development (CPD) training and related services will continue to be available. Should you have any questions or require assistance regarding previous Class of Business training records or certificates, please contact …

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3 CPD Points – 2022 – 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 …

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3 CPD Points – 2022 – 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 …

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5 CPD Points – 2022 – 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 …

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5 CPD Points – 2022 – 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 …

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5 CPD Points – 2022 – Understanding the New Regulatory Structure of FSCA

Course summary The course provides an in dept look at the mandate of the Financial Sector Conduct Authority as per the Financial Sector Regulation Act. The strategy as well as the new structure of the Financial Sector Conduct Authority is considered. It is essential for all regulated officers to complete this course to understand the …

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5 CPD Points – 2022 – Health Services Benefits Concepts

Course summary The course considers the regulation of the health industry including arrangements between a medical scheme and third parties. Concepts relating to health service benefits including doing a comparative medical scheme analysis are also outlined. Time allotted for course The course consists of 6 topics with an assessment that needs to be completed. The …

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