Occupational Certificate: Long Term Insurance Advisor 105022

KM-01-KT01: Explain Basic Economics 5 Topics

KM-01-KT02: Apply basic economic principles to the financial services sector 5 Topics

KM-01-KT03: Demonstrate insight into current affairs in the Financial Services sector 5 Topics

KM-01-KT04: Demonstrate knowledge and insight into the changing nature of the financial services industry and its consumers 6 Topics

KM-01-KT05: Demonstrate knowledge and understanding of risk in a Financial Services environment 6 Topics

KM-01-KT06: Describe the financial life cycle of an individual and how this influences financial decisions 5 Topics

KM-01-KT07: Demonstrate knowledge and understanding of the financial consequences of a large claim to a client 4 Topics

KM-02-KT01: Apply the principles of ethics to a business environment 4 Topics

KM-02-KT02: Demonstrate knowledge and understanding of the Financial Advisory and Intermediary Services Act 2002 (FAIS) (Act 37 of 2002) as it impacts on a specific financial services sub-sector 4 Topics

KM-02-KT03: Explain South African money laundering legislation and the implications for accountable institutions in transacting with clients 4 Topics

KM-02-KT04: Explain the application of the Promotion of Access t Information Act, 2 of 2002 and the Electronic Transactions and Communications Act, 25 of 2002, in a business environment 4 Topics

KM-06-KT01: Analyse the different products available in the Long-term Insurance industry and the benefits of each 6 Topics