This qualification is designed to equip learners with comprehensive knowledge and skills in the long-term insurance industry, preparing them for various roles within the financial services sector. This INSETA-accredited course aims to:

Develop Competencies in Financial Literacy
Learners will gain a solid foundation in financial literacy, focusing on personal income tax, financial statements, and managing personal finances. This course enables learners to understand how to apply financial principles within long-term insurance, interpret financial data, and comply with relevant laws and regulations, including the Long Term Insurance Act.

Understand the Insurance Industry & Environment
This course provides learners with an understanding of the long-term insurance sector, covering laws, contracts, risk management, and the regulatory environment. Learners will also be introduced to compliance issues, legal and criminal liabilities, and workplace management skills that are critical for operating within the insurance industry.

Gain Expertise in Life Insurance Products and Services
Learners will explore the various life insurance products, group insured benefits, and the role of insurance in financial planning. This course prepares learners to assess clients' insurance needs, explain product benefits, and understand key regulations such as the Financial Advisory and Intermediary Services (FAIS) Act. Learners will be able to provide tailored insurance solutions to individuals and businesses.

Enhance Mathematical Literacy for Insurance
Learners will develop mathematical skills essential for analysing data, interpreting statistics, and managing financial information related to life insurance. This course covers key mathematical concepts that are crucial for productivity in the insurance sector, allowing learners to critically engage with numerical data and make informed decisions.

Understand the Financial Sector Structure & Reported Events
This course provides insight into the healthcare and pension sectors, the economic environment, and trends that impact long-term insurance. Learners will understand how external factors such as healthcare systems and funeral insurance affect the industry, equipping them with the knowledge to adapt to changes in the financial landscape.

Develop Skills in Business Communication
Effective communication is vital in the insurance sector. This course focuses on both oral and written communication, teaching learners how to engage with clients and colleagues, present information clearly, and maintain professional relationships. Learners will also develop skills in managing insurance-related documentation and records.

This INSETA-accredited qualification ensures that graduates are well-prepared to excel in the long-term insurance industry, providing them with the expertise needed to manage risks, offer tailored insurance products, and contribute effectively to the financial services sector.