Available courses

Previously called - COB Generic Background Course

4 CPD Hours awarded for passing this course.

Learn about the Foundations of Class of Business:

  • FAIS -Financial Advisory and Intermediary Services
  • Classes of Business and their Products
  • Financial Institutions
  • Industry standards and Code of Conduct
  • Business environment
  • Risk & Return

9 CPD Points awarded for passing this course.

Learners will gain sufficient knowledge and understanding of specific short term insurance policies to render financial services adequately.

The course will provide learners with enough knowledge to determine the appropriateness of a product in terms of the client’s specific needs.

The following subclasses will be covered in this course:

  • Accident and health policy
  • Liability policy
  • Miscellaneous policy
  • Motor policy
  • Property policy
  • Transportation policy
  • Short-term reinsurance policy

9 CPD Hours are awarded for completing this course

The course will provide learners with enough knowledge to determine the appropriateness of a product in terms of the commercial client’s specific needs.

The following subclasses will be covered in this course:

  • Accident and health policy
  • Engineering policy
  • Guarantee policy
  • Liability policy
  • Miscellaneous policy
  • Motor policy
  • Property policy
  • Transportation policy
  • Short-term reinsurance policy

9 CPD Hours awarded for completing this course

COURSE DESCRIPTION

  • The range of financial products within the class of business
  • Terms and features of financial products
  • Fee structures, changes and other associated costs 
  • General risks associated with investing, purchasing or transacting
  • Investment and risk principles
  • The role players or market participants including their legal structure
  • The impact of applicable legislation, including taxation laws
  • The impact of applicable economic and environmental factors
  • The industry standards and codes of conduct relevant to the class of business

9 CPD Hours awarded for completing this course.

The course will provide learners with enough knowledge to be familiar with the legal aspects and the relevant legislation pertaining to retirement funds and retirement planning.

The following topics will be covered in this course:

  • The Pension Funds Act
  • Other relevant legislation
  • Role Players in the Employee Benefit Industry
  • Products and Service Providers
  • Retirement fund Structures
  • Investment Strategies


9 CPD Hours will be awarded for passing this course

The course will provide learners with enough knowledge to determine the client’s specific needs and advice on an appropriate investment product.

The course will provide learners with enough knowledge to be familiar with investor’s risk analysis, the various investment instruments available and the selection of an appropriate investment solution for the client.

The following investment instruments will be covered in this course:

  • Shares
  • Money market instruments
  • Debentures and securitised debt
  • Bonds
  • Derivative instruments, warrants, certificates or other instruments
  • Securities and Instruments
  • Participatory interests in a collective investment scheme
  • Participatory interest in a CIS hedge fund

Retail Pension Benefits has also been included under investments



The course will provide learners with enough knowledge to be familiar with investor’s risk analysis, the various investment instruments available and the selection of an appropriate investment solution for the client.

The following investment instruments will be covered in this course:

  • Shares
  • Money market instruments
  • Debentures and securitised debt
  • Bonds
  • Derivative instruments, warrants, certificates or other instruments
  • Securities and Instruments
  • Participatory interests in a collective investment scheme
  • Participatory interest in a CIS hedge fund

Retail Pension Benefits has also been included under investments


The course will provide learners with enough knowledge to have an understanding of the complexity of financial markets and the sophistication of the players in the forex market.

Health Benefits

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