'last date for achievement' -...

INS-A-SC-1300021

Statement Number :

Scope of Assessment

Assessor Registration Number:

National ID Number:

Name: Enock Moyo

7712200000000

04A1301303

Assessor Registration Start Date:

Assessor Registration End Date:

03 November 2010

02 November 2013

Please note that the registration end date is subject to the 'last date for achievement' as

stated in each qualification. Assessors are not permitted to assess beyond their registration

end date or the qualification end date (whichever occurs first)

Qualification Details :

NQF Level Qualification Code Qualification Title

Level 3 48494 The National Certificate in Financial Services: Management:

Level 3

Unit standards included :

Unit Standard TitleUnit standard CodeNQF Level

10194 Demonstrate knowledge and insight into the Short-term

Insurance Act (No53 0f 1998) and the accompanying

regulations

Level 4

10364 Describe insurance cover against damage caused by riots and

acts terroroism and violence against public authorities in South

Africa

Level 4

10377 Demonstrate knowledge and insight into the compensation for

Occupational Injury and Disease Act 130 of 1993 (COIDA)

Level 4

10378 Demonstrate knowledge and understanding of the statutory

cover afforded under the Compensation for Occupational

injuries and Diseases Act, 130 of 1993, as ammended (COIDA)

Level 4

of 53

10391 Demonstrate knowledge and insight into legislation relating to

marriage, divorce and maintenance as it applies to employee

retirement and insurance benefits

Level 4

10393 Demonstrate knowledge and understanding of the primary

legislation that impacts on retirement funds

Level 4

10712 Manage personal expenditureLevel 3

10713 Identify possible ways of improving employment prospectsLevel 3

10714 Research costs associated with marriage, birth, divorce and

death in own circumstances

Level 3

10718 Use a personal budget to manage own moneyLevel 2

113904 Explain how money laundering legislation impacts on monetary

transactions in South Africa

Level 2

113907 Explain the impact of personal wellness on work performanceLevel 3

113909 Coach a team member in order to enhance individual

peformance in work environment

Level 3

113911 Use an electronic system as a tool in an financial services textLevel 3

113915 Explain the application of the basic conditions of employment

act in an employment contract

Level 3

113918 Explain the implications of the financial advisors and

intermediaries services asc, (fais) for employees in financial

services organizations

Level 2

113922 Explain the structure of the financial services industry in south

africa

Level 3

113924 Apply basic business ethnics in a work environmentLevel 2

113929 Render basic first aid in an office workplaceLevel 2

11816 Demonstrate knowledge and understanding of the rights and

responsibilities of the individual under the south african

constitution

Level 2

11817 Demonstrate knowledge and understanding of the structures

that reinforce and support human rights in south africa

Level 2

12165 Demonstrate knowledge and insight into the unit trust control

act (1981 amended 1988)

Level 4

12332 Demonstrate knowledge and insight into the policyholder

protection

Level 4

12335 Demonstrate knowledge and insight into the Medical Schemes

Act (131 of 1998) and the accomplying regulations

Level 4

12547 Demonstrate knowledge and understanding of the role

functions and duties of trustees of retirement funds

Level 3

12548 Demonstrate ability to use and interpret texts that apply to the

role and responsibilities of trustees of retirement funds

Level 3

12550 Demonstrate knowledge and understanding of the role and

responsibilities of trustees of medical schemes

Level 3

13911 Induct a new member into a teamLevel 3

13912 Apply knowledge of self and team in order to develop a plan to

enhance team performance

Level 3

13916 Identify and keep records that are the responsibility of a junior

manager

Level 3

13917 Indicate the role of a team leader ensuring that a team meets

an organisations standards

Level 3

13918 Manage time and the work process in a business environmentLevel 3

of 53

13919 Investigate and explain the structure of a selected workplace or

organisation

Level 3

13951 Demonstrate knowledge and understanding of the occupational

health and safety Act 85 of 1993 (OHSA (as amended) and the

responsibilities of management in terms of the Act

Level 4

14316 Demonstrate knowledge and insight into the Long Term

Insurance Act

Level 4

14665 Interpret current affairs related to a specific business sectorLevel 3

7456 Use mathematics to investigate and monitor the financial

aspects of personal, business and national issues.

Level 3

7567 Produce and use spreadsheets for businessLevel 3

7570 Produce word processing documents for businessLevel 3

7571 Demonstrate the ability to use electronic mail software to send

and receive messages

Level 2

7575 Produce presentation documents for business.Level 3

8102 Contribute to the health, safety and security of the insurance

workplace

Level 2

8962 Maintain and adapt oral communicationLevel 3

8967 Use language and communication in occupational learning

programmes

Level 2

8968 Accommodate audience and context needs in oral

communication

Level 3

8969 Interpret and use information from textsLevel 3

8970 Write texts for a range of communicative contextsLevel 3

8973 Use langauge and communiction in occupational learning

programmes

Level 3

8986 Research in the history of the Financial Services Industry in

South Africa

Level 3

8988 Describe life insuranceLevel 3

8989 Describe short term insuranceLevel 3

8990 Describe unit trusts as an investmentLevel 3

8991 Explain Healthcare Benefits Administration in South AfricaLevel 3

8992 Describe retirement funding in South AfricaLevel 3

8994 Manage risk in own lifeLevel 3

8995 Describe funeral insuranceLevel 3

8996 Indicate the scope of life insurance in South AfricaLevel 3

8997 Indicate the scope of short term insurance in South AfricaLevel 3

8998 Describe the importance of a healthy lifestyle for members of

medical schemes and explain the concept of corporate wellness

Level 3

8999 Outline the structure of the unit trust industryLevel 3

9000 Indicate how unit trusts are reportedLevel 3

9001 Explain basic transactions in the Unit Trust industryLevel 3

9002 Describe healthcare funding in South Africa and the role of

intermediaries in the sector

Level 3

9003 Administer long term employee benefits and healthcare

membership

Level 3

9004 Market a single need insurance policy to a niche marketLevel 2

9005 Explain the types of compulsory statutory insurance in South

Africa

Level 3

of 53

9010 Demonstrate understanding of the use of different number

bases and measurement units and an awareness of error in the

context of relevant calculations

Level 3

9012 Investigate life related problems using data and probabilitiesLevel 3

9013 Describe, apply, analyse and calculate shape and motion in

2-and 3-dimensional space in different contexts

Level 3

9302 Access information in order to respond to client enquiries in a

financial services environment

Level 3

9303 Communicate verbally with clients in a financial environmentLevel 3

9356 Recognise the effects of HIV/AIDS in the insurance industry and

workplace, and indicate the precautions that are necessary to

avoid unnecessary transmission of the HIV

Level 2



Level 4 48640 National Certificate: Financial Services Management



10194 Demonstrate knowledge and insight into the Short-term

Insurance Act (No53 0f 1998) and the accompanying

regulations

Level 4

10381 Demonstrate knowledge and understanding of the value added

tax act, 89 of 1991 as amended as it applies to insurance

policies

Level 4

10385 Develop a business plan for a small businessLevel 4

10386 Investigate the possibilities of establishing and running a small

business enterprise (SMME)

Level 4

10387 Investigate ways of managing financial risk in own livesLevel 4

10388 Interpret basic financial statementsLevel 4

10389 Describe the basic principles of personal income taxLevel 4

10393 Demonstrate knowledge and understanding of the primary

legislation that impacts on retirement funds

Level 4

10394 Demonstrate knowledge and understanding of how the

insurance industry responds to different needs in the Group

Retirement Benefits Market

Level 4



Level 3

113917 Explain the basic principles of asset management that apply to

financial markets and insurance

Level 4

113928 Explain the application of the Promotion of Access to

Information Act, 2 of 2002 and the Electronic Transactions and

Communications Act, 25 of 2002, in Wealth Management

Level 4

113932 Explain the Medicines and Related Substances Control

Amendment Act, 59 of 2003, as it impacts in medical schemes

Level 4

of 53

114206 Analyse the strategic impact of a successful wellness

programme

Level 5

114208 Develop a strategy to manage compromised employee

wellbeing

Level 4

114209 Apply Return on Investment (ROI) theory and practice to a

business unit

Level 4

114212 Explain the impact of of organisational wellness on a business

environment and indicate a strategy for a business unit

Level 4

114215 Mentor a colleague to enhance the individual`s knowledge,

skills, values and attitudes in a selected career path

Level 4

114216 Explain the manager's role in identifying and referring

vulnerable or at risk employees

Level 3

114966 Explain the types of compulsory statutory insurance in SALevel 3

12153 Use the writing process to compose texts required in the

business environment

Level 4

12154 Apply comprehension skills to engage oral texts in a business

environment

Level 4

12155 Apply comprehension skills to engage written texts in a

business environment.

Level 4

12164 Demonstrate knowledge and insight of the Financial Advisory

and Intermediary Services Act (FAIS) (Act 37 of 2002)

Level 4

12166 Demonstrate knowledge and insight into the Collective

Investment Schemes Act

Level 4

12167 Demonstrate knowledge and insight into the Capital Gains Tax

Legislationas it applies to insurance and investment

Level 4

12168 Analyse the financial services industry and the role of insurance

in a business environment

Level 4

12332 Demonstrate knowledge and insight into the policyholder

protection

Level 4



Level 3



Level 3



Level 3

13911 Induct a new member into a teamLevel 3

13914 Conduct a formal meetingLevel 3

13939 Apply technical knowledge and skill in order to manage risk in

emergency planning

Level 4

13940 Demonstrate knowledge and application of ethical conduct in a


Level 4

13941 Apply the budget function in a business unitLevel 4

13942 Demonstrate a basic understanding of the role of a business

strategy in managing a small business or a business unit

Level 4

13943 Analyse new developments reported in the media that could

impact on a business sector or industry

Level 4

13947 Motivate a teamLevel 4

13948 Negotiate an agreement or deal in an authentic work situationLevel 4

13949 Apply technical knowledge and skill to align business unit

performance to business goals

Level 4

of 53


occupational health and occupational hygiene

Level 4

13951 Demonstrate knowledge and understanding of the occupational

health and safety Act 85 of 1993 (OHSA (as amended) and the

responsibilities of management in terms of the Act

Level 4

13953 Apply the principles of situational leadership to a business unitLevel 4

13954 Manage risk in own work/business environmentLevel 4

14315 Demonstrate knowledge and insight into the Income Tax Act

(58 of 1962 and the accompanying regulations) as amended as

it applies to insurance and investment products

Level 4

14316 Demonstrate knowledge and insight into the Long Term

Insurance Act

Level 4

14319 Explore strategies to retain or expand existing business in the

insurance/investment industry

Level 4

14506 Explain the Financial Intelligence Center Act, 38 of 2001 and

the implication of this act for client relations

Level 4

14667 Describe and apply the management functions of an

organisation.

Level 4

14978 Process a claim in credit risk insuranceLevel 4

14979 Describe issues of compliance or non-activity that could result

in civil or criminal liability in terms of business law.

Level 4


business interruption

Level 4

14987 Explain fidelity insurance as a means of managing people

related financial risk

Level 4

14995 Explain the nature of risk and the risk management processLevel 4

14999 Explaing people-related risks in an organisationLevel 4

15008 Determine risk exposure in order to manage the risk in a

specific situation

Level 4


aspects of personal, business, national and international issues.

Level 4


communication

Level 3




programmes

Level 3

8974 Engage in sustained oral communication and evaluate spoken

texts

Level 4

8975 Read, analyse and respond to a variety of textsLevel 4

8976 Write for a wide range of contextsLevel 4

9015 Apply knowledge of statistics and probability to critically

interrogate and effectively communicate findings on life-related

problems

Level 4

9016 Represent, analyse and calculate shape and motion in 2-and

3-dimentional space in different contexts

Level 4

of 53



Level 3 49089 National Certificate: Financial Services Lvl 3



10391 Demonstrate knowledge and insight into legislation relating to



Level 4


10713 Identify possible ways of improving employment prospectsLevel 3



Level 3

10716 Examine the costs and benefits of using banking institutions for

the managing of personal finances

Level 2

10718 Use a personal budget to manage own moneyLevel 2

113904 Explain how money laundering legislation impacts on monetary


Level 2

113918 Explain the implications of the financial advisors and



Level 2

113921 Apply knowledge of the sales cycle in wealth managementLevel 4


africa

Level 3

113924 Apply basic business ethnics in a work environmentLevel 2

114932 Explain how to manage diversity in the workplaceLevel 3

114936 Participate effectively in a team or groupLevel 2

114943 Describe how to manage workplace relationshipsLevel 3

114945 Identify ways of management relationships in own lifeLevel 3

114952 Apply problem-solving techniques to make a decision or solve a

problem in a real life context

Level 3

114957 Contribute to the health, safety and security of a financial

services workplace

Level 2

114959 Behave in a professional manner in a business environmentLevel 2

114960 Investigate the need to provide financially for own retirementLevel 3

114961 Explain HIV/AIDS and the effects on the insurance industry and

workplace, and indicate own role in creating a caring work

environment

Level 2

114962 Investigate the structure of a financial services workplaceLevel 2



114971 Maintain an existing information system in a financial services

environment

Level 2

of 53

114973 Identify the types of records required in the financial services

industry and indicate why it is necessary to create evidence

Level 2

114974 Apply the basic skills of customer servicesLevel 2

114979 Operate a computer workstation in a business environmentLevel 3

114983 Describe Life InsuranceLevel 3

114984 Manage electronic mail in a business environmentLevel 3

114985 Indicate how different needs lead to the development of

different insurance products

Level 3

117104 Administer a long term claimLevel 3

117108 Administer basic asset related transactions`Level 3

117111 Apply knowledge of basic accounting priniciples to financial

services

Level 3

117116 Administer basic client related transactions in a Collective

Investment Scheme Manager or Linked Investment Service

Provider (LISP)

Level 3

117117 Describe standard insurance cover in terms of SASRIALevel 4

117118 Apply knowledge of the current Medical Schemes Act and the

accompanying regulations

Level 4

117120 Analyse the Pension Funds Act as it applies to the

administration of retirement funds

Level 4

117121 Apply knowledge and insight into the Short Term Insurance Act

(No 53 of 1998) and the accompanying regulations

Level 4

117122 Analyse the role of group retirement benefits in the insurance

industry

Level 4

117123 Analyse different group retirement productsLevel 4

117124 Administer basic asset related transactions in a Retirement

Fund

Level 3

117125 Interpret current affairs related to a selected business sub

sector

Level 3

117126 Apply knowledge and insight into aspexts of the Long Term

Insurance Act, Act 52 of 1998

Level 4

117127 Describe and apply the basic principles of personal income taxLevel 4

117128 Investigate the upside and downside business risk in hand held

electronic devices

Level 3

117129 Apply the regulations for disclosure that are required as part of

the financial sales process

Level 4

117130 Explain aviation insuranceLevel 3

117131 Explain the legislation relating to marriage, divorce and

maintenance as it applies to retirement benefits

Level 4

117132 Explain basic economicsLevel 3

117133 Manage own work performance in relation to an organisation's

performance management system

Level 3


117135 Explain insurance transactions specific to Lloyd's of LondonLevel 3

117136 Administer long term employee benefits and medical scheme

membership

Level 3

117137 Describe group insured benefitsLevel 4

117141 Describe healthcare cover in South AfricaLevel 3


of 53

117149 Apply knowledge and insight into the statutory cover addorded

under the Compensation for Occupational Injuries and

Diseases Act, 130 of 1993, as amended (COIDA)

Level 4

117155 Explain the scope of the Compensation for Occupational

Injuries and Diseases Act 130 of 1993 (COIDA)

Level 4



117171 Manage time effectively to enhance productivity and enable a

balanced lifestyle

Level 3

117215 Explain the use of coding in Healthcare Benefits AdministrationLevel 4

117241 Develop a business plan for small businessLevel 4

117244 INvestigate the possibilities of establishing a running a small


Level 4

117418 Understand the Petty Cash SystemLevel 3

117419 Administer income and recieptsLevel 3

117420 Administer payments and expensesLevel 3

117421 Demonstrate basic accounting conceptsLevel 3

117422 Administer credit sales transactionsLevel 3

117423 Administer credit purchase transactionsLevel 3

117424 Calculate and record value added tax transactionsLevel 3

117425 Compile reconciliation statementsLevel 3

117427 Prepare general ledger accounts and initial trial balanceLevel 3

11816 Demonstrate knowledge and understanding of the rights and


constitution

Level 2

11817 Demonstrate knowledge and understanding of the structures


Level 2



Level 4

14991 Apply the law of contract to insuranceLevel 4

14994 Demonstrate knowledge and understanding of insurable riskLevel 4

7447 Working with numbers in various contexts.Level 1

7449 Critically analyse how mathematics is used in social, political

and economic relations.

Level 1

7451 Collect, analyse, use and communicate numerical data.Level 1

7452 Describe, represent and interpret mathematical models in

different contexts.

Level 1



Level 3

7568 Demonstrate knowledge of and produce word processing

documents using basic functions

Level 2

7573 Demonstrate ability to use the World Wide WebLevel 2

8098 Attend to customer enquiries in the insurance sector.Level 2


communication

Level 3




programmes

Level 3

of 53

8986 Research in the history of the Financial Services Industry in

South Africa

Level 3

9010 Demonstrate understanding of the use of different number



Level 3

9012 Investigate life related problems using data and probabilitiesLevel 3

9013 Describe, apply, analyse and calculate shape and motion in


Level 3



Level 3


9357 Develop and use keyboard skills to enter textLevel 1



Level 4 49529 FETC: Long Term Risk Assessment Lvl 4




113910 Describe disability insurance solutions in the context of financial

planning

Level 4


113913 Investigate dread disease products and their place in wealth

management

Level 4

113923 Explain fiduciary responsibilities and the associated risksLevel 4


114934 Explain the concept of disability and the associated challenges

for an organisation

Level 3

114938 Dexcribe how to manage anxiety and depression in the

workplace

Level 3

114941 Apply knowledge of HIV/AIDS to a specific business sector and

a workplace

Level 3


114946 Identify causes of stress and techniques to manage it in the

workplace

Level 3

114948 Describe how to support employees who are affected by a

dread disease

Level 3



Level 3





of 53

116966 Apply knowledge of self and own situation to manage risks

resulting from change in the workplace

Level 3



services

Level 3



Level 4


industry

Level 4




Level 4




Level 4



Level 4



Level 3






Level 4



Level 4




balanced lifestyle

Level 3

118003 Analyse musculo-skeletal related impairments and their impact

on the assessment of long-term risk

Level 4

118004 Analyse impairments of the reproductive system and their

impact on the assessment of long-term risk

Level 4

118005 Investigate quality and control mechanisms in a business unitLevel 4

118006 Analyse psychological and psychiatric impairments and the

associated impact on the assessment of risk

Level 4

118007 Analyse neurological related impairments and the associated

impact on risk assessment

Level 4

118008 Analyse respiratory related impairments and their impact on the

assessment of long-term risk

Level 4

118009 Analyse impairments related to the endocrine systems and their


Level 4

118011 Anazlyse new developments reported in the media that could

impact on long term insurance

Level 4

118013 Analyse impairments related to blood disorders and the


Level 4

118015 Analyse cardiovascular related impairments and their impact on

the assessment of long-term risk

Level 4

of 53

118016 Analyse cancer as an impairment and the associated impact on


Level 4

118017 Analyse impairments related to the digestive and urinary

systems and their mpact on the assessment of long-term risk

Level 4

119259 Explain the roles of actuaries, underwriters and claims

assessors in Long-term insurance

Level 4

119260 Explain credit life insuranceLevel 4

119261 Describe the control of fraud in Long-term insuranceLevel 4

119262 Demonstrate knowledge and application of of the relationships

between Life Style Measurements (LSM) and Long-term

insurance

Level 4

119263 Assess a long-term insurance claimLevel 4

119264 Identify and explain trends and issues in the Long-term

insurance market that present an abnormal risk

Level 4

119265 Manage Risk in own work environmentLevel 4

119266 Underwrite a standard risk in Long Term insuranceLevel 4

119478 Analyse the different products available in the Long-term

insurance industry and the benefits of each

Level 4



Level 3




Level 4



Level 4



Level 4



Level 3



Level 3



Level 3



Level 4




Level 4



Level 4




specific situation

Level 4

244568 Demonstrate knowledge and understanding of effective study

methods and techniques

Level 3



Level 4


communication

Level 3

of 53




programmes

Level 3


texts

Level 4




programmes

Level 4



problems

Level 4



Level 4



Level 4 49649 FETC: Long-term Insurance



113903 Demonstrate skills and techniques required to build a

relationship with client in a financial services environment

Level 4




Level 3


planning

Level 4


113912 Use an electronic system to propose a financial solution.Level 4


management

Level 4

113914 Investigate the range of options available for wealth

management

Level 4

113916 Demonstrate knowledge and insight into policy protection

legislation

Level 4



Level 4

113919 Explain the options available for post retirement healthcareLevel 4

113920 Investigate possible funding options for investors exiting a

group retirment

Level 4


of 53


africa

Level 3


113927 Analyse the proposed National Health policy as a means of

providing health care for a nation

Level 4




Level 4

113930 Apply industry knowledge to develop an investment strategy for

a group retirement fund

Level 4

113931 Describe the main aspects of pre and post retirement fundingLevel 4



Level 4


business unit

Level 4



Level 4



a workplace

Level 3



workplace

Level 3




114972 Explain healthcare benefits administration in South AfricaLevel 3

114975 Use a web browser in a business environmentLevel 3

114977 Use a spreadsheet package to produce business documentsLevel 3

114978 Use a word processing package to produce business

documents

Level 3


114980 Use a presentation package to produce business documentsLevel 3





Level 3



Level 3



services

Level 3



Level 4



Level 4


industry

Level 4


of 53

117124 Administer basic asset related transactions in a Retirement

Fund

Level 3

117125 Interpret current affairs related to a selected business sub

sector

Level 3



Level 4



electronic devices

Level 3



Level 4



Level 4




Level 3

117136 Administer long term employee benefits and medical scheme

membership

Level 3







Level 4



Level 4




balanced lifestyle

Level 3




Level 4

118011 Anazlyse new developments reported in the media that could


Level 4

118012 Research the Medical Scheme Administration sub-sector in

South Africa

Level 4

118014 Explain the cycle of a medical claimLevel 4

118018 Describe the control of fraud in Healthcare Benefits

Administration

Level 4

118019 Describe managed care as it is applied in Medical Scheme

Administration in South Africa

Level 4



Level 4





insurance

Level 4

of 53



Level 4




Level 4

119675 Manage a business offering financial adviceLevel 4

119676 Apply the skills of customer care in a specific work environmentLevel 4

119677 Analyse healthcare funding in South Africa and the role of


Level 4

119678 Explain and apply the basic principles of the Estate Duty Act (45

of 1955)

Level 4

119679 Analyse the Financial Services industry and the role of

insurance in a business environment

Level 4


different investment products

Level 4



Level 3

119682 Demonstrate knowledge and application of the Value Added

Tax Act (VAT), 89 of 1991 as amended as it applies to

insurance policies

Level 4



Level 4


environment

Level 4



Level 4



Level 4



Level 4

12167 Demonstrate knowledge and insight into the Capital Gains Tax


Level 4

12168 Analyse the financial services industry and the role of insurance


Level 4



Level 4



Level 3



Level 3



Level 3



Level 4






Level 4

of 53



Level 4



Level 4



Level 4




specific situation

Level 4



Level 4


communication

Level 3




programmes

Level 3


texts

Level 4




programmes

Level 4

8990 Describe unit trusts as an investmentLevel 3

9000 Indicate how unit trusts are reportedLevel 3

9001 Explain basic transactions in the Unit Trust industryLevel 3



problems

Level 4



Level 4



Level 3




Level 4 49835(S) FETC: Retail Insurance





Level 4

of 53




Level 3




africa

Level 3




Level 4




workplace

Level 3



Level 3






documents

Level 3







Level 3


services

Level 3




Level 4



Level 4



electronic devices

Level 3



Level 4





Level 3






of 53


balanced lifestyle

Level 3






Level 3



insurance policies

Level 4


120005 Demonstrate knowledge and understanding of personal motor

insurance

Level 4

120006 Demonstrate knowledge and application of aviation legislation

that impacts on insurance

Level 4

120008 Demonstrate knowledge and understanding of of the insurance

of pleasure craft

Level 4

120009 Demonstrate knowledge and understanding of transportation

insurance

Level 4

120011 Apply knowledge of personal all risks insuranceLevel 4

120012 Demonstrate knowledge and understanding of the scope of

travel insurance in South Africa

Level 4


transportation insurance

Level 4

120014 Demonstrate knowledge and understanding of warranty as a

class of insurance

Level 4

120015 Demonstrate knowledge and understanding of house owners

insurance

Level 4

120016 Apply knowledge of insurance of personal household contentsLevel 4

120017 Demonstrate knowledge and understanding of aspects of the

regulatory framework relating to consumer credit agreements in

Retail Insurance in South Africa

Level 4

120018 Demonstrate knowledge and application of Sectional Title

insurance

Level 4


impact on Short Term insurance

Level 4

120020 Apply knowledge of insurance to the transportation of a

consignment of goods

Level 4

120022 Apply knowledge of personal accident insuranceLevel 4

120023 Demonstrate knowledge and understanding of the standard

insurance cover in terms of NASRIA

Level 4

120026 Demonstrate knowledge and understanding of the Road

Ordinance as it applies to motor insurance

Level 4

120027 Apply financial knowledge and skill to compile a finance

agreement

Level 4


environment

Level 4



Level 4

of 53



Level 4



Level 3



Level 3



Level 3



Level 3



Level 4




Level 4




Level 4



Level 4

14667 Describe and apply the management functions of an

organisation.

Level 4



Level 4

14988 Demonstrate knowledge and understanding of the risk involved

in the manufacture, use, handling and storage of dangerous

and hazardous substances

Level 4



motor vehivle losses due to theft and hijacking

Level 4


specific situation

Level 4



Level 4


communication

Level 3




programmes

Level 3


texts

Level 4




programmes

Level 4



problems

Level 4

of 53



Level 4



Level 3




Level 4 49929 FETC: Short Term Insurance Lvl 4





Level 4




Level 3







Level 4


business unit

Level 4



Level 4



a workplace

Level 3



workplace

Level 3



Level 3







documents

Level 3



of 53




Level 3



Level 3


services

Level 3




Level 4



electronic devices

Level 3



Level 4




Level 3





Level 4



Level 4




balanced lifestyle

Level 3




Level 4






Level 3



insurance policies

Level 4

119894 Demonstrate techniques for gathering and presenting fieldwork

data

Level 3

119899 Explain trade in a global economyLevel 4

119904 Analyse the impact of weather events on selected regionsLevel 4

119909 Explain the implications of climate change for an economic

sector

Level 4


120005 Demonstrate knowledge and understanding of personal motor

insurance

Level 4

of 53

120006 Demonstrate knowledge and application of aviation legislation


Level 4

120008 Demonstrate knowledge and understanding of of the insurance

of pleasure craft

Level 4

120009 Demonstrate knowledge and understanding of transportation

insurance

Level 4

120011 Apply knowledge of personal all risks insuranceLevel 4



Level 4



Level 4

120014 Demonstrate knowledge and understanding of warranty as a

class of insurance

Level 4

120015 Demonstrate knowledge and understanding of house owners

insurance

Level 4

120016 Apply knowledge of insurance of personal household contentsLevel 4

120018 Demonstrate knowledge and application of Sectional Title

insurance

Level 4



Level 4

120020 Apply knowledge of insurance to the transportation of a


Level 4




Level 4

120026 Demonstrate knowledge and understanding of the Road


Level 4

120108 Apply technical knowledge and understanding of insurance in

the event of machinery breakdown

Level 4

120109 Apply knowledge of agricultural crop insuranceLevel 4

120110 Underwrite a standard risk in short term commecial insuranceLevel 4

120111 Apply technical knowledge and skill to assess an aviation riskLevel 4

120112 Demonstrate knowledge and understanding of the sales

process in Short Term Insurance

Level 4

120113 Apply technical knowledge and understanding of the insurance

of timber plantations

Level 4

120114 Apply technical knowledge and understanding of fidelity

insurance as a means of manageing people related financial

risk

Level 4

120115 Apply technical and understanding of business insuranceLevel 4

120116 Apply technical knowledge and skill in order to underwrite

professional indemnity insurance

Level 4

120117 Apply technical knowledge and understanding of hte insurance

of wild life, livestock and other animals

Level 4

120118 Underwrite a standard risk in short term personal insuranceLevel 4

120119 Apply technical knowledge and skill to determine the quantum

and validty of an industrial or heavy vehicle claim

Level 4

120120 Apply knowledge of business interruption insuranceLevel 4

120121 Apply technical knowledge and understanding of the cover

provided under a Short Term Multi-Peril Insurance policy

Level 4

of 53

120122 Apply knowledge of Short Term Insurance to the All Risks

section of a commercial policy

Level 4

120123 Process a short term insurance claimLevel 4

120124 Demonstrate knowledge of insurable riskLevel 4

120125 Apply knowledge of public liability insuranceLevel 4

120126 Apply basic technical knowledge of a vehicle to authorise a

heavy motor vehicle claim

Level 4

120127 Demonstrate knowledge and understanding of issues of

compliance or non-activity that could result in civil or criminal

liability in terms of business law

Level 4


120129 Demonstrate knowledge and understanding of financial

interactions of insurers, underwriting managers and

intermediaries in short term insurance

Level 4

120130 Apply basic technical knowledge of a light motor vehicle to

authorise a claim

Level 4

120131 Manage the risk in an agricultural entirtyLevel 4

120132 Apply knowledge of personal liability insuranceLevel 4

120133 Produce photographic evidence of a collsionLevel 4

120134 Apply technical knowledge and understanding of Contract

Works Insurance

Level 4

120135 Apply technical knowledge and understanding of business

motor insurance

Level 4

120136 Apply knowledge of Short Term Insurance to reinsuranceLevel 4

120137 Demonstrate knowledge and skill in order to assess a

non-motor claim

Level 4


and validity of a domestic or light motor vehicle claim

Level 4



Level 4


environment

Level 4



Level 4



Level 4



Level 3



Level 3



Level 3



Level 3



Level 4




Level 4


of 53



Level 4




Level 4

14984 Demonstrate knowledge and understanding of engineering

insurance

Level 4



Level 4


communication

Level 3




programmes

Level 3


texts

Level 4




programmes

Level 4



problems

Level 4



Level 4



Level 3




Level 5 57608(S) National Certificate: Wealth Management Lvl 5




programme

Level 5



Level 4

119997 Demonstrate knowledge and understanding of risk in a

Financial Services environment

Level 5

119998 Apply technical knowledge and insight to manage the risks

inherent in a group scheme

Level 5

of 53

120075 Demostrate insight into current affairs in the Financial Services

sector

Level 5

230070 Present an informed argument on a current issue in a business

sector

Level 5

230071 Apply basic economic principles to the financial services sectorLevel 5

230073 Explain how the life cycle of a business entity affects

investments and insurance decisions

Level 6

230074 Demonstrate insight into how the South African Constitution

impacts on the financial services industry

Level 6

230075 Demonstrate knowledge and insight into the changing nature of

the financial services industry and its consumers

Level 5

230077 Describe the financial life cycle of an individual and how this

influences financial decisions

Level 5

230078 Apply the principles of ethics to a business environmentLevel 6

242554 Research information in orer to assist in conducting a financial

risk assessment

Level 5

242555 Develop a potential wealth preservation solution for an entityLevel 6

242556 Demonstrate knowledge and insight into offshore legislation in

the South African investment environment

Level 6

242557 Research theories of behavioural economics and behavioural

finance to explain the influence of emotion on financial

decisions

Level 6

242558 Manage the relationship between an intermediary and a Long

Term insurer

Level 5

242559 Analyse and interpret qualitative and quantitative data from

relevant reports in order to make a recommendation or inform a

decision for an entity

Level 5

242560 Apply technical knowledge and insight into the sales and

marketing of participatory interest in collective investment

scheme portfolios

Level 5

242561 Evaluate the current and future financial position of an entityLevel 6

242562 Demonstrate knowledge and understanding of the fundamental

principles of risk finance in order to propose an insurance

solution

Level 5

242563 Analyse the role of international investment in wealth

management

Level 5

242564 Apply knowledge and insight to structure and implement a

retirement fund for an organisation

Level 6

242565 Manage cost in a specific case with due regard for qualityLevel 5

242566 Research the influence of culture and diversity on attitudes to

creating and managing wealth

Level 5

242567 Analyse the product design/structure of different medical

schemes to evaluate the benefits of each scheme

Level 5

242568 Apply knowledge and insight of the medical scheme

environment to evaluate risk in a selected medical scheme

Level 6

242569 Apply insight into the implications of changing financial priorities

and attitudes on the value proposition in a financial relationship

Level 5

242570 Investigate industry initiatives to quality control medical

providers

Level 5

of 53

242571 Apply knowledge of health economics to make an informed

decision

Level 6

242572 Evaluate the relevant performance of a Fund/Portfolio ManagerLevel 6

242573 Determine the needs and wants of an entity in order to propose

an appropriate financial solution

Level 5

242574 Present a proposal to optimise the tax aspects of the wealth

management of an entity

Level 5

242575 Conduct an in depth investigation into the current healthcare

sector in South Africa using published data

Level 5

242576 Apply technical knowledge and insight into property as an

investment

Level 5

242577 Apply knowledge of investment to hedge fundsLevel 6

242578 Advise Retirment Fund Trustees and Corporates on the

structure of a Fund's investments

Level 5

242579 Analyse the implications of current and/or proposed reform for

the Retirement Fund/Medical Scheme sub sector in order to

formulate a possible response

Level 6

242580 Apply scenario planning to explain potential risk in a specified

financial services context

Level 5

242581 Research the incidence, quantity and severity of an occurence

in order to uncover a trend and anticipate a financial risk

Level 5

242582 Analyse the implications of the South African Government's

National Health Policy and the potential impact on medical

schemes

Level 6

242583 Design a funding mode to make provision for financial

consequences of losses in an entity

Level 5

242584 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

Level 4

242585 Analyse the dynamics of different interactive styles in client

relationships

Level 5

242586 Apply technical knowledge and insight into how the legislative

and regulatory environment impacts on retirement fund benefits

for employees

Level 5

242587 Apply knowledge of macro economic trends and indices to

evaluate the potential effect on a selected portfolio

Level 6

242588 Examine the assets and liabilities from an organisation's

financial statements in order to identify risk financing

opportunities

Level 5

242589 Apply knowledge of business insurance to propose a Long

Term financial solution for a business entity

Level 6

242590 Apply knowledge and skill to explain the application of

structured long term insurance portfolios

Level 5

242591 Apply knowledge of the unique estate panning needs of farm

owners to provide a financial plan for a farm owner

Level 6

242592 Apply knowledge of estate planning to propose a financial

solution for a high net worth client

Level 6

242593 Explain South African money laundering legislation and the

implications for accountable institutions in transacting with

clients

Level 4

of 53

242594 Apply knowledge of the different asset classes in order to give

financial advice

Level 5

242595 Apply knowledge and insight of the role of alternatove

investments in wealth management

Level 6

242596 Evaluate the effectiveness of the administration function of a

retirement fund in order to make an informed decision

Level 5

242597 Apply technical knowledge and skill to advise business entities

on insurance and group retirement benefits

Level 6

242598 Demonstrate knowledge and understanding of the

responsibilities of directors in terms of corporate governance.

Level 5

242599 Apply knowledge and understanding of captives as a method of

alternative risk transfer

Level 5

242600 Demonstrate knowledge and insight into the valuation of

retirement funds

Level 6

242601 Apply researched trend to individual financial riskLevel 5

242602 Apply the risk management process to investigate alternatives

for risk transfer

Level 5

242603 Apply knowledge of estate planning to propose a financial

solution for a specific client

Level 5

242604 Devise a marketing strategy for a selected target marketLevel 6

242605 Apply financial knowledge and skill to manage a Trust FundLevel 5

242606 Discuss current trends in investment portfolio managementLevel 6

242607 Apply technical knowledge and insight into the management of

collective investment portfolios

Level 5

242608 Apply technical knowledge to explain business risk and possible

strategies to finance risk

Level 5


establishment and ongoing maintenance of a domestic

collective investment portfolio

Level 5

242610 Investigate issues of governance that impact on the different

role players in a selected sub-sector

Level 6

242611 Develop a set of rules that meets the needs of a retirement fund

client and are compliant

Level 5

242612 Apply technical knowledge and skill to explain how collective

investment scheme portfolios are classified

Level 5

242613 Apply technical knowledge and skill to advise an individual on

planning for retirement

Level 5

242614 Adapt and verbally communicate financial information to a

range of audiences

Level 5

242615 Demonstrate knowledge and understanding of the financial

consequences of a large claim to a client

Level 5

242616 Objectively evaluate the criteria that materially affect the

performance of a medical scheme and its administration

Level 5

242617 Analyse reports and documents of a retirement fund to ensure

governance and manage risk

Level 5

242618 Explain the basic principles of enterprise wide risk managementLevel 5

242619 Apply knowledge and insight to advise on the composition of a

financial portfolio

Level 6

of 53



Level 4 57613 Further Education and Training Certificate: Short Term Risk

Management





Level 4




Level 3




113927 Analyse the proposed National Health policy as a means of


Level 4




Level 4



Level 4


business unit

Level 4



Level 4


114934 Explain the concept of disability and the associated challenges

for an organisation

Level 3


a workplace

Level 3



workplace

Level 3



Level 3




Level 3



Level 3


services

Level 3


of 53



Level 4



Level 4



electronic devices

Level 3



Level 4





Level 3






Level 4



Level 4




balanced lifestyle

Level 3





Level 4



South Africa

Level 4



Administration

Level 4



Level 4



Level 4



119459 Write/present/sign for a wide range of contextsLevel 4

119462 Engage in sustained oral/signed communication and evaluate

spoken/signed texts

Level 4

119465 Write/present/sign texts for a range of communicative contextsLevel 3


programmes

Level 3

119469 Read/view, analyse and respond to a variety of textsLevel 4


programmes

Level 4

of 53

119472 Accommodate audience and context needs in oral/signed

communication

Level 3


119679 Analyse the Financial Services industry and the role of


Level 4

119893 Interpret spatial information from maps and other sourcesLevel 3

119894 Demonstrate techniques for gathering and presenting fieldwork

data

Level 3

119896 Investigate potential hazards in local contexts and suggest

possible ways to minimise their spatial and social impact

Level 3

119899 Explain trade in a global economyLevel 4

119903 Analyse and synthesise spatial information from maps and

other forms of spatial information

Level 4

119904 Analyse the impact of weather events on selected regionsLevel 4

119909 Explain the implications of climate change for an economic

sector

Level 4





Level 4

120108 Apply technical knowledge and understanding of insurance in


Level 4

120111 Apply technical knowledge and skill to assess an aviation riskLevel 4




Level 4



Level 4

120126 Apply basic technical knowledge of a vehicle to authorise a


Level 4

120127 Demonstrate knowledge and understanding of issues of



Level 4

120130 Apply basic technical knowledge of a light motor vehicle to

authorise a claim

Level 4

120131 Manage the risk in an agricultural entirtyLevel 4

120133 Produce photographic evidence of a collsionLevel 4



Level 4

120371 Apply technical knowledge and skill in order to manage motor

vehicle risk

Level 4


environment

Level 4



Level 4


role and responsibilities of Trustees of retirement funds

Level 3

123419 Demonstrate knowledge and understanding the duties of

Trustees of retirement funds with regard to death benefits

Level 3

of 53


responsibilities of Trustees of retirement funds

Level 3


responsibilities of Trustees of Medical Schemes

Level 3




Level 4




Level 4



clients

Level 4

242653 Apply technical knowledge and skill to value movable and

immovable assets for insurance and risk financing

Level 4


specific situation

Level 4

242655 Demonstrate knowledge and application of ethicak conduct in a


Level 4


motor vehicle losses due to theft and hijacking

Level 4

242657 Apply general management principles to the risk management

function

Level 3

242658 Demonstrate knowledge and application of the nature of risk

and the risk management process

Level 4

242659 Analyse reports in the media that are related to the

management or transfer of risk in a business sector or industry

Level 4

242660 Demonstrate knowledge and understanding of Explosives Act,

26 of 1956 as amended as it impacts on management of risk

Level 4

242661 Apply knowledge and understanding of South African law to the

management of risk

Level 4

242662 Apply knowledge of fire exposures in order to manage the

potential fire risk

Level 4

242663 Explain the application of the National Building Act, 103 of 1977

(as amended) as described in SANS 10/0400

Level 4

242664 Apply technical knowledge and skills in order to manage risk in

general and product liability

Level 4



Level 4

242666 Apply technical kowledge of risk to business interruptionLevel 4

242667 Demonstrate knowlegde and understanding of the management

of safety risk

Level 4

242668 Demonstrate knowledge and application of the Occupational

Health Safety Act,85 of 1993 (OHSA) (as amended) and the

responsibilities of management in terms of the Act.

Level 4

242669 Apply technical knowledge and skill to manage the risk

associated with dangerous and hazardous substances

Level 4

242670 Mitigate a potential loss and process a claim in trade credit

insurance

Level 4

of 53

242671 Apply technical knowledge and skill in order to manage security

risk

Level 4


consequences of operational incidents and losses on an entity

Level 4

242673 Apply technical knowledge and skill in order to manage risks

associated with electronic technology

Level 4

242674 Demonstrate knowledge and understanding of the principles of

management in a business entity

Level 4

242675 Analyse people related risks in an organisation in order to

control the risk

Level 4

242676 Apply knowldg of risk to advise a clien on risk acceptance

requirements and appropriate cover for a specific business

Level 4

242677 Demonstrate knowledge and understanding of trade credit

insurance

Level 4

242678 Explain the Mineral and Petroleum Resources Development

Act, (2002) as it impacts on management of risk in a specific

operation

Level 4

242679 Apply technical knowledge and skill in emergency planningLevel 4

242680 Evaluate a credit risLevel 4

242681 Manage a case in accordance with the benefits of a selected

medical scheme

Level 4

242682 Demonstrate knowledge and understanding of the Mines Health

and Safety Act, 29 of 1996 and its application

Level 4

242683 Demonstrate knowledge and understanding of engineering

insurance

Level 4


engineering losses

Level 4

242685 Demonstrate knowledge of environmental legislation as it

impacts on management of risk

Level 4



Level 4



problems

Level 4



Level 4



Level 3


of 53



Level 4 57917(S) Further Education and Training Certificate: Wealth

Management





business unit

Level 4







Level 3

117108 Administer basic asset related transactions`Level 3

117116 Administer basic client related transactions in a Collective


Provider (LISP)

Level 3



Level 4



Level 4



Level 4


industry

Level 4




Level 4




Level 4



Level 4









Level 4

of 53



South Africa

Level 4



Administration

Level 4



Level 4



Level 4




insurance

Level 4



Level 4



119459 Write/present/sign for a wide range of contextsLevel 4

119462 Engage in sustained oral/signed communication and evaluate

spoken/signed texts

Level 4

119465 Write/present/sign texts for a range of communicative contextsLevel 3


programmes

Level 3

119469 Read/view, analyse and respond to a variety of textsLevel 4


programmes

Level 4

119472 Accommodate audience and context needs in oral/signed

communication

Level 3



Level 4

119675 Manage a business offering financial adviceLevel 4


119677 Analyse healthcare funding in South Africa and the role of


Level 4

119678 Explain and apply the basic principles of the Estate Duty Act (45

of 1955)

Level 4



Level 4



Level 3



insurance policies

Level 4



120114 Apply technical knowledge and understanding of fidelity


risk

Level 4

of 53




Level 4

120118 Underwrite a standard risk in short term personal insuranceLevel 4



Level 4

120124 Demonstrate knowledge of insurable riskLevel 4


120129 Demonstrate knowledge and understanding of financial



Level 4

120132 Apply knowledge of personal liability insuranceLevel 4



Level 4


environment

Level 4



Level 4



Level 3

123419 Demonstrate knowledge and understanding the duties of


Level 3



Level 3



Level 3




Level 4



clients

Level 4


specific situation

Level 4

242655 Demonstrate knowledge and application of ethicak conduct in a


Level 4

242810 Manage Expenditure against a budgetLevel 4

243129 Describe collective investment schemesLevel 3



Level 4


planning

Level 4



it applies to Long-Term insurance and investment products

Level 4

243133 Analyse current events reported in the media that could impact

on wealth management

Level 4

243134 Investigate the range of options available for wealth

management

Level 4

of 53

243135 Explain common transactions in a collective investment scheme

portfolio

Level 3

243136 Describe the main aspects of pre and post retirement planningLevel 4


relationship with a client in a financial services environment

Level 4

243138 Explain options for healthcare cover in order to make an

informed decision

Level 4


management

Level 4

243140 Demonstrate knowledge and understanding of the investment

strategy of a selected medical scheme

Level 4

243141 Indicate how collective investment scheme portfolios are

reported

Level 3

243142 Explain Capital Markets and Capital Market InstrumentsLevel 4

243143 Use an electronic system to propose a financial solutionLevel 4

243144 Explain the structure of the financial services industry in South

Africa

Level 3

243145 Demonstrate knowledge and understanding of the investment

strategy of a selected group retirement fund

Level 4

243146 Demonstrate knowledge and insight into provisions relating to

Capital Gains Tax (CGT) contained in the Income Tax Act as it

applies to insurance and investment

Level 4

243147 Outline the structure of the collective investment industryLevel 4

243148 Explain Equity Markets and equity market instrumentsLevel 4


Amendment Act, 59 of 2002, as it impacts on medical schemes

Level 4

243150 Investigate possible funding options for investors exiting a

group retirement fund

Level 4

243151 Describe the sales function in a Collective Investment Scheme

Manager or Linked Investment Service Provider (Lisp)

Level 4


243153 Explain basic investment principlesLevel 4

243154 Explain money markets and money market instrumentsLevel 4


Investment Schemes Control Act, 45 of 2002 (CISCA)

Level 4

243156 Analyse the National Health Policy as a means of providing

healthcare for the nation

Level 4



Communications Act, 25 of 2002, in a business environment

Level 4



Level 4



problems

Level 4



Level 4



Level 3


of 53



57918(S) National Certificate: Short Term Insurance




programme

Level 5

119996 Evaluate the inherent risk to an organisation in a specific

market

Level 5

119997 Demonstrate knowledge and understanding of risk in a

Financial Services environment

Level 5

120010 Apply a researched trend to refine non-medical risk

assessments in terms of avocation and occupation

Level 5

120065 Review a claims department to determine whether a business is

protected by an organisation's business practices

Level 5

120075 Demostrate insight into current affairs in the Financial Services

sector

Level 5

230069 Demonstrate knowledge and insight into the impact of

HIV/AIDS on financial products, markets and the workforce

Level 6

230070 Present an informed argument on a current issue in a business

sector

Level 5

230071 Apply basic economic principles to the financial services sectorLevel 5

230072 Demonstrate insight into current global events and their

potential impact on a business sector in South Africa

Level 6

230073 Explain how the life cycle of a business entity affects

investments and insurance decisions

Level 6

230074 Demonstrate insight into how the South African Constitution

impacts on the financial services industry

Level 6

230075 Demonstrate knowledge and insight into the changing nature of

the financial services industry and its consumers

Level 5

230076 Demonstrate knowledge and understanding of e-business as a

competitive tool

Level 6

230077 Describe the financial life cycle of an individual and how this

influences financial decisions

Level 5

230078 Apply the principles of ethics to a business environmentLevel 6

230079 Interpret the impact of macro economic decisions or indicators

on a business environment

Level 6

230080 Demonstrate knowledge and understanding of globalisation and

its implications for financial services in South Africa

Level 6

230081 Present a well-structured argument derived from qualitative

and/or quantitative data to generate a competitive advantage

Level 6

242554 Research information in orer to assist in conducting a financial

risk assessment

Level 5

of 53

242557 Research theories of behavioural economics and behavioural

finance to explain the influence of emotion on financial

decisions

Level 6

242559 Analyse and interpret qualitative and quantitative data from

relevant reports in order to make a recommendation or inform a

decision for an entity

Level 5

242562 Demonstrate knowledge and understanding of the fundamental

principles of risk finance in order to propose an insurance

solution

Level 5

242566 Research the influence of culture and diversity on attitudes to

creating and managing wealth

Level 5

242569 Apply insight into the implications of changing financial priorities

and attitudes on the value proposition in a financial relationship

Level 5

242573 Determine the needs and wants of an entity in order to propose

an appropriate financial solution

Level 5

242580 Apply scenario planning to explain potential risk in a specified

financial services context

Level 5

242581 Research the incidence, quantity and severity of an occurence

in order to uncover a trend and anticipate a financial risk

Level 5

242583 Design a funding mode to make provision for financial

consequences of losses in an entity

Level 5

242585 Analyse the dynamics of different interactive styles in client

relationships

Level 5

242588 Examine the assets and liabilities from an organisation's

financial statements in order to identify risk financing

opportunities

Level 5


responsibilities of directors in terms of corporate governance.

Level 5

242599 Apply knowledge and understanding of captives as a method of

alternative risk transfer

Level 5

242601 Apply researched trend to individual financial riskLevel 5

242602 Apply the risk management process to investigate alternatives

for risk transfer

Level 5

242604 Devise a marketing strategy for a selected target marketLevel 6

242608 Apply technical knowledge to explain business risk and possible

strategies to finance risk

Level 5

242610 Investigate issues of governance that impact on the different

role players in a selected sub-sector

Level 6

242614 Adapt and verbally communicate financial information to a

range of audiences

Level 5



Level 5

242618 Explain the basic principles of enterprise wide risk managementLevel 5

243157 Negotiate a proposal with a short term insurerLevel 5

243158 Apply knowledge and understanding of SASRIA and similar

insurance to mega corporate and global accounts

Level 5

243159 Apply International Financial Reporting Standards (IFRS4) to

risk financing and insurance

Level 5

243160 Manage the relationship between intermediaries and the market

in commercial or corporate insurance

Level 5

of 53

243161 Demonstrate knowledge and insight into fraudulent activities

that impact on the insurance industry

Level 5

243162 Demonstrate knowledge and understanding of the influence of

international conventions on transportation insurance

Level 5

243163 Underwrite a high risk, high value risk in cross border

transportation

Level 5

243164 Demonstrate knowledge and insight into reinsurance in the

context of risk financing

Level 5

243165 Apply technical knowledge and insight to customise a Short

Term insurance policy/product for a specialised entity or market

Level 5

243166 Demonstrate knowledge and understanding of the principles

and practices of reinsurance

Level 5

243167 Identify and analyse risk information that could impact on

underwriting and pricing in the short term insurance industry

Level 5



Level 5

243169 Apply knowledge and insight of insurance to complex

commercial and corporate enterprises

Level 5

243170 Describe the investigation of fraud in short term insuranceLevel 5

243171 Apply technical knowledge and skill to underwrite risk in short

term corporate insurance

Level 5

243172 Apply knowledge of the Income Tax Act to short term insurance

options

Level 5

243173 Apply technical knowledge and understanding of the origin and

use of technical market data in the insurance industry

Level 5

243174 Demonstrate knowledge and insight into regulations and legal

requirements that impact on insurance or reinsurance in the

international arena

Level 5

243175 Underwrite a high risk in short term commercial and industrial

insurance

Level 5

243176 Apply knowledge of accounting practices to Short Term

insurance and reinsurance

Level 5

of 53

Miscellaneous Unit Standards

NQF Level Unit standard Code Unit standard Title

Level 1 9357 Develop and use keyboard skills to enter text

Level 3 9303 Communicate verbally with clients in a financial environment

Level 3 9302 Access information in order to respond to client enquiries in a


Level 4 9016 Represent, analyse and calculate shape and motion in 2-and


Level 4 9015 Apply knowledge of statistics and probability to critically


problems

Level 3 9013 Describe, apply, analyse and calculate shape and motion in


Level 3 9012 Investigate life related problems using data and probabilities

Level 3 9010 Demonstrate understanding of the use of different number



Level 3 9001 Explain basic transactions in the Unit Trust industry

Level 3 9000 Indicate how unit trusts are reported

Level 3 8990 Describe unit trusts as an investment

Level 3 8986 Research in the history of the Financial Services Industry in

South Africa

Level 4 8979 Use language and communication in occupational learning

programmes

Level 4 8976 Write for a wide range of contexts

Level 4 8975 Read, analyse and respond to a variety of texts

Level 4 8974 Engage in sustained oral communication and evaluate spoken

texts

Level 3 8973 Use langauge and communiction in occupational learning

programmes

Level 3 8970 Write texts for a range of communicative contexts

Level 3 8969 Interpret and use information from texts

Level 3 8968 Accommodate audience and context needs in oral

communication

Level 2 8098 Attend to customer enquiries in the insurance sector.

Level 2 7573 Demonstrate ability to use the World Wide Web

Level 2 7568 Demonstrate knowledge of and produce word processing

documents using basic functions

Level 4 7468 Use mathematics to investigate and monitor the financial


Level 3 7456 Use mathematics to investigate and monitor the financial


Level 1 7452 Describe, represent and interpret mathematical models in

different contexts.

Level 1 7451 Collect, analyse, use and communicate numerical data.

Level 1 7449 Critically analyse how mathematics is used in social, political

and economic relations.

of 53

Level 1 7447 Working with numbers in various contexts.

Level 3 244568 Demonstrate knowledge and understanding of effective study

methods and techniques

Level 4 243225 Explain the application of the Promotion of Access to


Communications Act, 25 of 2002, in a business environment

Level 4 243156 Analyse the National Health Policy as a means of providing

healthcare for the nation

Level 4 243155 Demonstrate knowledge and insight into the Collective

Investment Schemes Control Act, 45 of 2002 (CISCA)

Level 4 243154 Explain money markets and money market instruments

Level 4 243153 Explain basic investment principles

Level 4 243152 Explain fiduciary responsibilities and the associated risks

Level 4 243151 Describe the sales function in a Collective Investment Scheme

Manager or Linked Investment Service Provider (Lisp)

Level 4 243150 Investigate possible funding options for investors exiting a

group retirement fund

Level 4 243149 Explain the Medicines and Related Substances Control

Amendment Act, 59 of 2002, as it impacts on medical schemes

Level 4 243148 Explain Equity Markets and equity market instruments

Level 4 243147 Outline the structure of the collective investment industry

Level 4 243146 Demonstrate knowledge and insight into provisions relating to

Capital Gains Tax (CGT) contained in the Income Tax Act as it

applies to insurance and investment

Level 4 243145 Demonstrate knowledge and understanding of the investment

strategy of a selected group retirement fund

Level 3 243144 Explain the structure of the financial services industry in South

Africa

Level 4 243143 Use an electronic system to propose a financial solution

Level 4 243142 Explain Capital Markets and Capital Market Instruments

Level 3 243141 Indicate how collective investment scheme portfolios are

reported

Level 4 243140 Demonstrate knowledge and understanding of the investment

strategy of a selected medical scheme

Level 4 243139 Investigate dread disease products and their place in wealth

management

Level 4 243138 Explain options for healthcare cover in order to make an

informed decision

Level 4 243137 Demonstrate skills and techniques required to build a

relationship with a client in a financial services environment

Level 4 243136 Describe the main aspects of pre and post retirement planning

Level 3 243135 Explain common transactions in a collective investment scheme

portfolio

Level 4 243134 Investigate the range of options available for wealth

management

Level 4 243133 Analyse current events reported in the media that could impact

on wealth management

Level 4 243132 Demonstrate knowledge and insight into the Income Tax Act


it applies to Long-Term insurance and investment products

of 53

Level 4 243131 Describe disability insurance solutions in the context of financial

planning

Level 4 243130 Explain the basic principles of asset management that apply to


Level 3 243129 Describe collective investment schemes

Level 4 242810 Manage Expenditure against a budget

Level 4 242685 Demonstrate knowledge of environmental legislation as it

impacts on management of risk

Level 4 242684 Apply technical knowledge and skill in order to manage risk in

engineering losses

Level 4 242683 Demonstrate knowledge and understanding of engineering

insurance

Level 4 242682 Demonstrate knowledge and understanding of the Mines Health

and Safety Act, 29 of 1996 and its application

Level 4 242681 Manage a case in accordance with the benefits of a selected

medical scheme

Level 4 242680 Evaluate a credit ris

Level 4 242679 Apply technical knowledge and skill in emergency planning

Level 4 242678 Explain the Mineral and Petroleum Resources Development

Act, (2002) as it impacts on management of risk in a specific

operation

Level 4 242677 Demonstrate knowledge and understanding of trade credit

insurance

Level 4 242676 Apply knowldg of risk to advise a clien on risk acceptance

requirements and appropriate cover for a specific business

Level 4 242675 Analyse people related risks in an organisation in order to

control the risk

Level 4 242674 Demonstrate knowledge and understanding of the principles of

management in a business entity

Level 4 242673 Apply technical knowledge and skill in order to manage risks

associated with electronic technology

Level 4 242672 Demonstrate knowledge and understanding of the

consequences of operational incidents and losses on an entity

Level 4 242671 Apply technical knowledge and skill in order to manage security

risk

Level 4 242670 Mitigate a potential loss and process a claim in trade credit

insurance

Level 4 242669 Apply technical knowledge and skill to manage the risk

associated with dangerous and hazardous substances

Level 4 242668 Demonstrate knowledge and application of the Occupational

Health Safety Act,85 of 1993 (OHSA) (as amended) and the

responsibilities of management in terms of the Act.

Level 4 242667 Demonstrate knowlegde and understanding of the management

of safety risk

Level 4 242666 Apply technical kowledge of risk to business interruption



Level 4 242664 Apply technical knowledge and skills in order to manage risk in

general and product liability

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Level 4 242663 Explain the application of the National Building Act, 103 of 1977

(as amended) as described in SANS 10/0400

Level 4 242662 Apply knowledge of fire exposures in order to manage the

potential fire risk

Level 4 242661 Apply knowledge and understanding of South African law to the

management of risk

Level 4 242660 Demonstrate knowledge and understanding of Explosives Act,

26 of 1956 as amended as it impacts on management of risk

Level 4 242659 Analyse reports in the media that are related to the

management or transfer of risk in a business sector or industry

Level 4 242658 Demonstrate knowledge and application of the nature of risk

and the risk management process

Level 3 242657 Apply general management principles to the risk management

function


motor vehicle losses due to theft and hijacking

Level 4 242655 Demonstrate knowledge and application of ethicak conduct in a


Level 4 242654 Determine risk exposure in order to manage the risk in a

specific situation

Level 4 242653 Apply technical knowledge and skill to value movable and

immovable assets for insurance and risk financing

Level 4 242593 Explain South African money laundering legislation and the


clients

Level 4 242584 Demonstrate knowledge and understanding of the Financial



Level 4 15008 Determine risk exposure in order to manage the risk in a

specific situation


motor vehivle losses due to theft and hijacking

Level 4 14994 Demonstrate knowledge and understanding of insurable risk

Level 4 14991 Apply the law of contract to insurance

Level 4 14988 Demonstrate knowledge and understanding of the risk involved

in the manufacture, use, handling and storage of dangerous

and hazardous substances

Level 4 14984 Demonstrate knowledge and understanding of engineering

insurance

Level 4 14979 Describe issues of compliance or non-activity that could result


Level 4 14667 Describe and apply the management functions of an

organisation.

Level 4 14506 Explain the Financial Intelligence Center Act, 38 of 2001 and


Level 4 14319 Explore strategies to retain or expand existing business in the


Level 4 14315 Demonstrate knowledge and insight into the Income Tax Act



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Level 4 13953 Apply the principles of situational leadership to a business unit

Level 4 13949 Apply technical knowledge and skill to align business unit


Level 4 13947 Motivate a team

Level 4 13942 Demonstrate a basic understanding of the role of a business


Level 4 13941 Apply the budget function in a business unit

Level 4 13940 Demonstrate knowledge and application of ethical conduct in a


Level 3 13912 Apply knowledge of self and team in order to develop a plan to


Level 3 12550 Demonstrate knowledge and understanding of the role and


Level 3 12548 Demonstrate ability to use and interpret texts that apply to the


Level 3 12547 Demonstrate knowledge and understanding of the role






Level 3 123419 Demonstrate knowledge and understanding the duties of


Level 3 123417 Demonstrate ability to use and interpret texts that apply to the


Level 4 12183 Indicate how different needs lead to the development of


Level 4 12168 Analyse the financial services industry and the role of insurance


Level 4 12167 Demonstrate knowledge and insight into the Capital Gains Tax


Level 4 12166 Demonstrate knowledge and insight into the Collective


Level 4 12164 Demonstrate knowledge and insight of the Financial Advisory


Level 4 12155 Apply comprehension skills to engage written texts in a


Level 4 12154 Apply comprehension skills to engage oral texts in a business

environment

Level 4 12153 Use the writing process to compose texts required in the


Level 4 120371 Apply technical knowledge and skill in order to manage motor

vehicle risk

Level 4 120138 Apply technical knowledge and skill to determine the quantum


Level 4 120137 Demonstrate knowledge and skill in order to assess a

non-motor claim

Level 4 120136 Apply knowledge of Short Term Insurance to reinsurance

Level 4 120135 Apply technical knowledge and understanding of business

motor insurance

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Level 4 120134 Apply technical knowledge and understanding of Contract

Works Insurance

Level 4 120133 Produce photographic evidence of a collsion

Level 4 120132 Apply knowledge of personal liability insurance

Level 4 120131 Manage the risk in an agricultural entirty

Level 4 120130 Apply basic technical knowledge of a light motor vehicle to

authorise a claim

Level 4 120129 Demonstrate knowledge and understanding of financial



Level 4 120128 Apply the law of contract to insurance

Level 4 120127 Demonstrate knowledge and understanding of issues of



Level 4 120126 Apply basic technical knowledge of a vehicle to authorise a


Level 4 120125 Apply knowledge of public liability insurance

Level 4 120124 Demonstrate knowledge of insurable risk

Level 4 120123 Process a short term insurance claim

Level 4 120122 Apply knowledge of Short Term Insurance to the All Risks

section of a commercial policy

Level 4 120121 Apply technical knowledge and understanding of the cover


Level 4 120120 Apply knowledge of business interruption insurance

Level 4 120119 Apply technical knowledge and skill to determine the quantum

and validty of an industrial or heavy vehicle claim

Level 4 120118 Underwrite a standard risk in short term personal insurance

Level 4 120117 Apply technical knowledge and understanding of hte insurance

of wild life, livestock and other animals

Level 4 120116 Apply technical knowledge and skill in order to underwrite


Level 4 120115 Apply technical and understanding of business insurance

Level 4 120114 Apply technical knowledge and understanding of fidelity


risk

Level 4 120113 Apply technical knowledge and understanding of the insurance

of timber plantations

Level 4 120112 Demonstrate knowledge and understanding of the sales

process in Short Term Insurance

Level 4 120111 Apply technical knowledge and skill to assess an aviation risk

Level 4 120110 Underwrite a standard risk in short term commecial insurance

Level 4 120109 Apply knowledge of agricultural crop insurance

Level 4 120108 Apply technical knowledge and understanding of insurance in


Level 4 120027 Apply financial knowledge and skill to compile a finance

agreement

Level 4 120026 Demonstrate knowledge and understanding of the Road


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Level 4 120023 Demonstrate knowledge and understanding of the standard


Level 4 120022 Apply knowledge of personal accident insurance

Level 4 120020 Apply knowledge of insurance to the transportation of a


Level 4 120019 Analyse new developments reported in the media that could


Level 4 120018 Demonstrate knowledge and application of Sectional Title

insurance

Level 4 120017 Demonstrate knowledge and understanding of aspects of the

regulatory framework relating to consumer credit agreements in

Retail Insurance in South Africa

Level 4 120016 Apply knowledge of insurance of personal household contents

Level 4 120015 Demonstrate knowledge and understanding of house owners

insurance

Level 4 120014 Demonstrate knowledge and understanding of warranty as a

class of insurance

Level 4 120013 Demonstrate knowledge and understanding of the scope of


Level 4 120012 Demonstrate knowledge and understanding of the scope of


Level 4 120011 Apply knowledge of personal all risks insurance

Level 4 120009 Demonstrate knowledge and understanding of transportation

insurance

Level 4 120008 Demonstrate knowledge and understanding of of the insurance

of pleasure craft

Level 4 120006 Demonstrate knowledge and application of aviation legislation


Level 4 120005 Demonstrate knowledge and understanding of personal motor

insurance

Level 3 119915 Manage personal expenditure

Level 4 119909 Explain the implications of climate change for an economic

sector

Level 4 119904 Analyse the impact of weather events on selected regions

Level 4 119903 Analyse and synthesise spatial information from maps and

other forms of spatial information

Level 4 119899 Explain trade in a global economy

Level 3 119896 Investigate potential hazards in local contexts and suggest

possible ways to minimise their spatial and social impact

Level 3 119894 Demonstrate techniques for gathering and presenting fieldwork

data

Level 3 119893 Interpret spatial information from maps and other sources

Level 4 119682 Demonstrate knowledge and application of the Value Added


insurance policies

Level 3 119681 Research costs associated with marriage, birth, divorce and




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Level 4 119679 Analyse the Financial Services industry and the role of


Level 4 119678 Explain and apply the basic principles of the Estate Duty Act (45

of 1955)

Level 4 119677 Analyse healthcare funding in South Africa and the role of


Level 4 119676 Apply the skills of customer care in a specific work environment

Level 4 119675 Manage a business offering financial advice

Level 4 119478 Analyse the different products available in the Long-term


Level 3 119472 Accommodate audience and context needs in oral/signed

communication


programmes

Level 4 119469 Read/view, analyse and respond to a variety of texts


programmes

Level 3 119465 Write/present/sign texts for a range of communicative contexts

Level 4 119462 Engage in sustained oral/signed communication and evaluate

spoken/signed texts

Level 4 119459 Write/present/sign for a wide range of contexts

Level 3 119457 Interpret and use information from texts

Level 4 119266 Underwrite a standard risk in Long Term insurance

Level 4 119265 Manage Risk in own work environment

Level 4 119264 Identify and explain trends and issues in the Long-term


Level 4 119263 Assess a long-term insurance claim

Level 4 119262 Demonstrate knowledge and application of of the relationships


insurance

Level 4 119261 Describe the control of fraud in Long-term insurance

Level 4 119260 Explain credit life insurance

Level 4 119259 Explain the roles of actuaries, underwriters and claims


Level 2 11817 Demonstrate knowledge and understanding of the structures


Level 2 11816 Demonstrate knowledge and understanding of the rights and


constitution

Level 4 118019 Describe managed care as it is applied in Medical Scheme


Level 4 118018 Describe the control of fraud in Healthcare Benefits

Administration

Level 4 118017 Analyse impairments related to the digestive and urinary

systems and their mpact on the assessment of long-term risk

Level 4 118016 Analyse cancer as an impairment and the associated impact on


Level 4 118015 Analyse cardiovascular related impairments and their impact on


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Level 4 118014 Explain the cycle of a medical claim

Level 4 118013 Analyse impairments related to blood disorders and the


Level 4 118012 Research the Medical Scheme Administration sub-sector in

South Africa

Level 4 118011 Anazlyse new developments reported in the media that could


Level 4 118009 Analyse impairments related to the endocrine systems and their


Level 4 118008 Analyse respiratory related impairments and their impact on the

assessment of long-term risk

Level 4 118007 Analyse neurological related impairments and the associated

impact on risk assessment

Level 4 118006 Analyse psychological and psychiatric impairments and the


Level 4 118005 Investigate quality and control mechanisms in a business unit

Level 4 118004 Analyse impairments of the reproductive system and their


Level 4 118003 Analyse musculo-skeletal related impairments and their impact

on the assessment of long-term risk

Level 3 117427 Prepare general ledger accounts and initial trial balance

Level 3 117425 Compile reconciliation statements

Level 3 117424 Calculate and record value added tax transactions

Level 3 117423 Administer credit purchase transactions

Level 3 117422 Administer credit sales transactions

Level 3 117421 Demonstrate basic accounting concepts

Level 3 117420 Administer payments and expenses

Level 3 117419 Administer income and reciepts

Level 3 117418 Understand the Petty Cash System

Level 4 117244 INvestigate the possibilities of establishing a running a small


Level 4 117241 Develop a business plan for small business

Level 4 117215 Explain the use of coding in Healthcare Benefits Administration

Level 3 117171 Manage time effectively to enhance productivity and enable a

balanced lifestyle

Level 4 117158 Investigate ways of managing financial risk in own lives

Level 4 117156 Interpret basic financial statements

Level 4 117155 Explain the scope of the Compensation for Occupational


Level 4 117149 Apply knowledge and insight into the statutory cover addorded



Level 3 117146 Indicate the scope of life insurance in South Africa

Level 3 117141 Describe healthcare cover in South Africa

Level 4 117137 Describe group insured benefits

Level 3 117136 Administer long term employee benefits and medical scheme

membership

Level 3 117135 Explain insurance transactions specific to Lloyd's of London

Level 3 117134 Indicate the scope of short term insurance in South Africa

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Level 3 117133 Manage own work performance in relation to an organisation's


Level 3 117132 Explain basic economics

Level 4 117131 Explain the legislation relating to marriage, divorce and


Level 3 117130 Explain aviation insurance

Level 4 117129 Apply the regulations for disclosure that are required as part of


Level 3 117128 Investigate the upside and downside business risk in hand held

electronic devices

Level 4 117127 Describe and apply the basic principles of personal income tax

Level 4 117126 Apply knowledge and insight into aspexts of the Long Term


Level 3 117125 Interpret current affairs related to a selected business sub

sector

Level 3 117124 Administer basic asset related transactions in a Retirement

Fund

Level 4 117123 Analyse different group retirement products

Level 4 117122 Analyse the role of group retirement benefits in the insurance

industry

Level 4 117121 Apply knowledge and insight into the Short Term Insurance Act


Level 4 117120 Analyse the Pension Funds Act as it applies to the


Level 4 117118 Apply knowledge of the current Medical Schemes Act and the


Level 4 117117 Describe standard insurance cover in terms of SASRIA

Level 3 117116 Administer basic client related transactions in a Collective


Provider (LISP)

Level 3 117111 Apply knowledge of basic accounting priniciples to financial

services

Level 3 117108 Administer basic asset related transactions`

Level 3 117104 Administer a long term claim

Level 3 116966 Apply knowledge of self and own situation to manage risks




Level 3 114984 Manage electronic mail in a business environment

Level 3 114983 Describe Life Insurance

Level 3 114980 Use a presentation package to produce business documents

Level 3 114979 Operate a computer workstation in a business environment

Level 3 114978 Use a word processing package to produce business

documents

Level 3 114977 Use a spreadsheet package to produce business documents

Level 3 114975 Use a web browser in a business environment

Level 2 114974 Apply the basic skills of customer services

Level 2 114973 Identify the types of records required in the financial services

industry and indicate why it is necessary to create evidence

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Level 3 114972 Explain healthcare benefits administration in South Africa

Level 2 114971 Maintain an existing information system in a financial services

environment

Level 3 114970 Manage risk in own life

Level 3 114966 Explain the types of compulsory statutory insurance in SA

Level 3 114964 Describe short term insurance

Level 2 114962 Investigate the structure of a financial services workplace

Level 2 114961 Explain HIV/AIDS and the effects on the insurance industry and

workplace, and indicate own role in creating a caring work

environment

Level 3 114960 Investigate the need to provide financially for own retirement

Level 2 114959 Behave in a professional manner in a business environment

Level 2 114957 Contribute to the health, safety and security of a financial

services workplace

Level 3 114956 Describe funeral insurance

Level 3 114952 Apply problem-solving techniques to make a decision or solve a


Level 3 114948 Describe how to support employees who are affected by a

dread disease

Level 3 114946 Identify causes of stress and techniques to manage it in the

workplace

Level 3 114945 Identify ways of management relationships in own life

Level 3 114943 Describe how to manage workplace relationships

Level 3 114941 Apply knowledge of HIV/AIDS to a specific business sector and

a workplace

Level 3 114938 Dexcribe how to manage anxiety and depression in the

workplace

Level 2 114936 Participate effectively in a team or group

Level 3 114934 Explain the concept of disability and the associated challenges

for an organisation

Level 3 114932 Explain how to manage diversity in the workplace

Level 4 114215 Mentor a colleague to enhance the individual`s knowledge,


Level 4 114209 Apply Return on Investment (ROI) theory and practice to a

business unit

Level 4 113932 Explain the Medicines and Related Substances Control


Level 4 113931 Describe the main aspects of pre and post retirement funding

Level 4 113930 Apply industry knowledge to develop an investment strategy for

a group retirement fund

Level 4 113928 Explain the application of the Promotion of Access to



Level 4 113927 Analyse the proposed National Health policy as a means of


Level 2 113924 Apply basic business ethnics in a work environment

Level 4 113923 Explain fiduciary responsibilities and the associated risks

Level 3 113922 Explain the structure of the financial services industry in south

africa

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Level 4 113921 Apply knowledge of the sales cycle in wealth management

Level 4 113920 Investigate possible funding options for investors exiting a

group retirment

Level 4 113919 Explain the options available for post retirement healthcare

Level 2 113918 Explain the implications of the financial advisors and



Level 4 113917 Explain the basic principles of asset management that apply to


Level 4 113916 Demonstrate knowledge and insight into policy protection

legislation

Level 4 113914 Investigate the range of options available for wealth

management

Level 4 113913 Investigate dread disease products and their place in wealth

management

Level 4 113912 Use an electronic system to propose a financial solution.

Level 3 113911 Use an electronic system as a tool in an financial services text

Level 4 113910 Describe disability insurance solutions in the context of financial

planning

Level 3 113909 Coach a team member in order to enhance individual


Level 3 113907 Explain the impact of personal wellness on work performance

Level 2 113904 Explain how money laundering legislation impacts on monetary


Level 4 113903 Demonstrate skills and techniques required to build a


Level 2 10718 Use a personal budget to manage own money

Level 2 10716 Examine the costs and benefits of using banking institutions for

the managing of personal finances

Level 3 10714 Research costs associated with marriage, birth, divorce and


Level 3 10713 Identify possible ways of improving employment prospects

Level 3 10712 Manage personal expenditure

Level 4 10391 Demonstrate knowledge and insight into legislation relating to



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Please ensure that application for re-registration are submitted at least 3 months prior to registration end date to allow

sufficient time for ETQA evaluations

Neesha Naidoo

ETQA Manager

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