Approved CPD & COB Courses
CPD: POPI Compliance
CPD: Ethics & Compliance
Learning Outcomes
- Understand the purpose of the POPI Act
- Identify and Explain Personal Information
- Understand exemptions noted on the POPI Act
- Understand the roles & responsibilities of a Responsible Party and Operator
- Understand the lawful conditions for processing the Act
- Implement POPI compliance within the workplace
2 CPD Hours
FPI Approval Number: FPI21080107
CPD: Ethics & Compliance
CPD: Ethics & Compliance
Learning Outcomes
- Explain the terms ‘ethics’, ‘compliance’ and ‘codes of good conduct’
- Discuss the legislation that has been put in place to support ethical behaviour in organisations
- Demonstrate an understanding of ethical decision-making
2 CPD Hours
FPI Approval Number: FPI210900120
COB: Financial Investments Overview
Learning Outcomes
- Demonstrate an understanding of the different Asset Classes
- Identify the different asset class categories
- Understand how to access asset classes
- Discuss asset allocation
- Define risks in the investment environment
- Conduct risk profiling
1.5 CPD Hours
FPI Approval Number: FPI210900118
COB: Long Term Insurance
COB: Health Services Benefits
Learning Outcomes
- Analyse the different products in long term insurance
- Understand the impact of legislation
- Describe Healthcare, Life Insurance, Funeral and Credit Life Insurance, Disability insurance
- Managing risk and demonstrate an understanding of insurable risk
- Build relationships with clients in the financial services industry
3.5 CPD Hours
FPI Approval Number: FPI21080169
COB: Health Services Benefits
COB: Health Services Benefits
COB: Health Services Benefits
Learning Outcomes
- Products, characteristics and features in health services benefits
- Terms used in the healthcare industry
- Fee structures
- Risks associated with medical products
- The appropriateness of different products to different clients
- Role players in healthcare services
- Applicable legislation
- The impact of economic and environmental factors
- Industry standards and codes of conduct
2.5 CPD Hours
FPI Approval Number: FPI21100076
COB: Retirement Fund Benefits
COB: Health Services Benefits
COB: Health Services Benefits
Learning Outcomes
- Introduction to Retirement funds
- Legislation of Retirement funds
- Financing of Retirement funds
- Management of Retirement funds
- Investing Retirement funds assets
- Retirement Fund benefits
- Fund Administration and Record Keeping
- Governance of Retirement funds
- Industry role players
4 CPD Hours
FPI Approval Number: FPI21100164