2024 PRODUCT SPECIFIC TRAINING ASSESSMENTS
Stay Compliant. Stay Informed. Stay Ahead.
WHY PRODUCT SPECIFIC TRAINING ASSESSMENTS MATTER
Product Specific Training Assessments are crucial for ensuring regulatory compliance as mandated by BN 194 of 2017. It also refreshes your knowledge of our product ranges, benefits, and processes. Focused learning is essential for your role as a financial advisor, even though it doesn’t count towards CPD points.
HOW TO GET STARTED
Step 1 : Select your assessment
Choose the assessment that aligns with your focus area.
Step 2 : Register
Providing the required information will ensure we keep a proper record.
Step 3 : Launch the assessment
Click the Launch Assessment button to begin.
A Certificate of Completion will be emailed to you when you achieve or exceed an 85% pass rate. You can attempt the assessment as many times as needed.
ASSESSMENT OPTIONS
ASSESSMENT OPTIONS FOR NEWLY CONTRACTED FINANCIAL ADVISORS
After completing product training with your Broker Consultant, it’s time to complete Product Specific Training Assessments.
GAP COVER & OPTIMISER
PRODUCT RANGES
GAP COVER
UNDERWRITING
HEALTH INSURANCE
PRODUCT RANGE
ASSESSMENT OPTIONS FOR EXISTING CONTRACTED FINANCIAL ADVISORS
Please complete the Product Specific Training Assessments to remain compliant.
If our Gap Cover and Optimiser Product Ranges are your focus, the 2-in-1 assessment is for you, or the 3-in-1 assessment if you also market Health Insurance.
GAP COVER & OPTIMISER
PRODUCT RANGES
