SERVICES OFFERED

Purpose : It is intended to empower learners to acquire Long-Term Insurance knowledge, skills, attitudes and values required to operate confidently as individuals in the South African community and to respond to the challenges of the economic environment and changing world of work in the financial services industry. It should add value to the qualifying learner in terms of enrichment of the person, status and recognition.

Purpose : The purpose of the Qualification is to build knowledge and skill required by employees in Short Term Insurance who have had school- ing at or below NQF level 4. It is intended to empower learners to acquire knowledge, skills, attitudes and values required to operate confidently as individuals in the South African community and to respond to the challenges of the economic environment and changing world of work in the financial services industry.

Purpose : The FETC: Wealth Management covers structured, low risk, cash backed investment or guaranteed products for conservative portfoli- os including life, disability, health events (dread disease and personal accident) and funeral cover. It provides a holistic introduction to Wealth Management and Wealth Creation and is a building block for or the National Certificate: Wealth Management: Level 5. It should develop individuals who have a basic understanding of economics, asset management, investment principles, financial markets, risk (personal and financial) and the need to provide for financially for retirement. It should add value to the qualifying learner in terms of enrichment of the person, status, licensing and recognition.

Purpose : This provides a framework for learners to develop competencies related to the Long Term Insurance Sub-Sector, which includes Life Benefits, Retirement Funds and Medical Scheme Administration, as well as the Collective Investment Sub-Sector, Wealth Creation and Wealth Management. It provides a balanced learning experience and an opportunity for learners to apply academic skills in relation to the workplace. The Qualification is structured in such a way that it exposes learners to generic competencies required in the Financial Services Sector at Level 5 and allows for specialisation to meet the needs of different work roles.

Purpose : The Qualification covers Long-Term and Short-Term insurance related learning. It introduces a fundamental understanding of the key terms, rules, concepts and principles of insurance that will enable learners to be informed workers in the Retail Insurance industry. The knowledge and skills learnt towards the Qualification should make learners who sell insurance policies in the Retail Sector more informed, efficient and cost effective workers who meet the Fit and Proper Qualification requirements.

NQF Level : 4

NQF Level : 4

NQF Level : 4

NQF Level : 5

NQF Level : 4

Purpose : It is a building block for those without Matric or those who did not achieve Maths at Matric and will need it for their qualifications in Long-Term Insurance, Short-Term Insurance, Retail Insurance or Wealth Management.

Purpose : It is a building block for qualifications in Long-Term Insurance, Short-Term Insurance, Retail Insurance or Wealth Management. The programme focuses on managing personal risk as well as personal finances including tax.

Purpose : The programme seeks to achieve the following: Enhanced understanding of BI, provide practical exercises that will demystify BI, improved underwriting results, improved claims turnaround times, improved homogeneity of service by underwriters and claims technicians (common approach in organization on a similar problem).

Purpose : The course is intended for customer staff working as underwriters or loss adjusters in Fire Insurance.. This includes fire detection systems as well as fire protection. The course extends to basic, technical and advanced fire insurance underwriting.

Target Group : While in some markets, risk management is a compulsory requirement in regulation of financial services; it is an indispensable tool even in the absence of regulation. The dynamic financial risk landscape while it presents opportunities; it also presents challenges that could threaten the very survival of financial institutions. A sudden swing in the interest rates could see an organization failing to meet it debt obligations. It is with this thought in mind that we at Excellentia training Solutions have developed a specialized programme to assist financial services companies in Africa to manage their financial risks.

Duration : 3 Days

Target Group : Recognizing the importance of other functions in the organization, financial risk management needs to be a higher priority if financial institutions are to remain financially sound. The ability of an organization to respond to a shock like a fire burning the building the building that they currently occupy is a key element in ensuring continued survival of the organization. Our business continuity plan programme seeks to assist our invaluable customers to be able to respond swiftly and in an acceptable manner to any losses that my threaten the organization’s ability to continue its operations.

Duration : 3 Days

Target Group : Focuses on building financial models from scratch to Debt Modeling, Operations, Taxation calculations, Financial statements derivation – P&L/BS/Cash Flow Statement and Sensitivities

Duration : 3 Days

Target Group : A number of organizations in the country have realized the importance of having an enterprise risk management (ERM) framework in place. However, to most, ERM is just an add-on process. The risk manager completes a risk register, reports threats to Board and Management and that is pretty much it. The challenge with this approach is that it will not be long before Boards and Management begin to ask for more value from ERM. This workshop will elevate the value that ERM can provide to any organization by equipping you with skills in ERM and Operational Risk measurement and modelling.

Duration : 3 Days

Target Group : Focuses on:

Duration : 3 Days

Target Group : Provides a helping hand for Post Graduate Students, Businesses and NGO in analysing quantitative research data using various Econometric Models. We do both cross-sectional analysis as well as longitudinal data analysis.

Duration : 3 Days