RE 5 Beginners Course

Partner: Udemy
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Description: The Regulatory Exam 5 (RE 5) course is tailored for entry-level representatives and unemployed graduates in South Africa aiming to enter the insurance sector. This comprehensive program provides essential knowledge and skills necessary for success in both short-term and long-term insurance roles. Participants will engage with dynamic video content that simplifies complex topics, enhancing the learning experience. The course is conveniently accessible on mobile devices and computers, allowing for flexible study schedules. RE 5 Course ModulesThe RE 5 course covers a comprehensive curriculum tailored to the needs of aspiring insurance professionals. The modules include:1. Introduction to the Financial Services IndustryOverview of the insurance sectorTypes of insurance products and servicesRoles and responsibilities of insurance professionals2. Regulatory FrameworkFinancial Advisory and Intermediary Services Act (FAIS)Financial Intelligence Centre Act (FICA)Other relevant legislation and regulations3. Ethical Conduct and Professional StandardsTreating Customers Fairly (TCF) principlesConflict of interest managementConfidentiality and record-keeping4. Insurance Products and ServicesShort-term insurance (e.g., motor, property, liability)Long-term insurance (e.g., life, disability, retirement)Underwriting and claims processes5. Client Needs Analysis and AdviceConducting client needs assessmentsMatching products to client requirementsProviding appropriate financial advice6. Risk Management and Insurance PrinciplesRisk identific
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Price: 24.99
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Source: Impact
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