Training services

We do most of our training in association with A R Training Group.  On the original site you will find some of the courses that we are able to offer in relation to:

  1. Accreditation for the purposes of the Financial Advisors and Intermediary Services Act (FAIS).
  2. Learnerships, including learnerships for the purposes of the Financial Services Charter.
  3. Insurance skills training.

The new site is under construction but does include some updated contact details.

Training for FAIS

We have training material under development for those wishing to meet future requirements in terms of FAIS.  In most cases we have existing material that we are combining into skills programmes.  Development of new material is constant and on-going.

To found out how to meet your FAIS and other training or assessment needs download the relevant document from the table below.  Note that these documents were drafted with a view to running skills programmes throughout 2005.  The skills programmes will run as and when demand justifies this.

DOWNLOAD INSTRUCTIONS:

Click on the download icon to open the document in a new window.  Alternatively right-click the icon and save the document for future use.  Documents sizes are about ˝Mb for the full version and under 100k for the abridged version.

 

Qualifications

FAIS sub-categories

Full documents Abridged documents
Level 2 National Certificate: Financial Services
  • Long Term Category A

  • Friendly Societies

To follow
Level 4 National Certificate: Long Term Insurance
  • Long Term Category B

To follow
Level 4 National Certificate: Short Term Insurance
  • Short Term Personal Lines

  • Short Term Commercial Lines

To follow
Level 5 National Certificate: Wealth Management
  • Long Term Category C

  • Retail Pension Benefits

  • Pension Fund Benefits

  • Collective Investment Schemes

  • Health Service Benefits

Note that the downloaded documents are in Adobe Acrobat format.

For further information please complete our expression of interest form.

We also offer specialised training in various technical insurance fields.  In particular we have a course for staff that produce quotations for group life and disability insurances.  For further details click here.

 

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