Short and Long-Term Deposits online course

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• Calculate interest on a deposit
• Communicate pricing, fees and commissions to clients
• Communicate the various investment product options to the client in relation to deposits
• Communicate the different deposit product categories to the client
• Adhere to the requirements of the specific code of conduct for short-term deposit business
• Apply your understanding of the South African financial and economic context in relation to the product category

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Online course details

• Provider Integrity Academy | Continuous Professional Development (CPD) provider
• Where will it take place? -
• CPD points 8.5 CPD points
• Costs (members)
  R750 (non-members)
  
• Topics covered Asset Management, Financial Management, Practice Management, and Risk Management
• Categories
• Registration
• Professional bodies Financial Planning Institute of Southern Africa
  

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Online course registration

 

Register for this online course →