Investment Planning Products online course

---

The purpose of this course is to provide candidates with the introductory knowledge of investments planning products as a class of business. Class of business training is one of the competency requirements introduced by Board Notice 194 of 2017 (Financial Advisory and Intermediary Act, 2002 (Act No. 37 of 2002) (FAIS Act). Financial services providers, key individuals and representatives are required to be trained and assessed on the product lines (class of business) in which they intend to render financial services.

The range of investment products within the class of business will be introduced. The general characteristics, terms and features of the investment products will also be discussed and any specialist characteristics, terms and features will be introduced.

Once you have successfully completed this course, you will be able to:

1. Discuss the range of financial products within the class of business.
2. Explain the general characteristics, terms and features of financial products in the class of business and any specialist characteristics, terms and features in respect of financial products in the class of business.

---

Online course details

• Provider FPI Centre for Professional Development | Continuous Professional Development (CPD) provider
• Where will it take place? -
• Dates January 11, 2019 - January 11, 2020
• Completion time 6 hours
• CPD points 6 Technical CPD Points
• Costs R750 (members)
  R750 (non-members)
  
• Topics covered Investment Planning
• Categories COB Category - Investments
• Registration FPI Approval - FPI190400163
• Professional bodies Financial Planning Institute of Southern Africa
  

---

Online course registration

 

Register for this online course →