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FAIS Examination Implementation

FAIS Examination Implementation . Craig Duff CEO IMFUNDO Ronel Burger MD IMFUNDO. FAIS Examination Implementation. Assessment Tools. Introduction. Methodology. Examination Process. Registration. Payment. Introduction. Assessment Tools. Methodology. Examination Process.

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FAIS Examination Implementation

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  1. FAIS Examination Implementation Craig Duff CEO IMFUNDO Ronel Burger MD IMFUNDO

  2. FAIS Examination Implementation Assessment Tools Introduction Methodology Examination Process Registration Payment

  3. Introduction Assessment Tools Methodology Examination Process Registration Payment

  4. November 2007 Assessment Process • 2008 Assessment Process • Assessment Methodology • Case Studies • - Multiple Choice Questions • Pilot Examination: • Monday 15 October • Curriculum Methodology Assessment Tools Introduction Examination Process Registration Payment

  5. Cat A Assessment Tools Introduction Methodology Cat B Cat C Examination Process Registration Payment

  6. CAT A • Category A: LONG TERM CATEGORY A • One three hour assessment comprising three sections. • Candidates may elect to write any combination of sections within this assessment, in order to fulfill their personal outstanding credit requirement. • The assessment will consist of: • Section 1 – Law (10 credits) • Section 2 – Ethics and Customer Care (10 credits) • Section 3 – Insurance Product and Finance (12 credits)

  7. CAT B Assessment 1 • Category B • Assessment 1: SHORT TERM PERSONAL LINES, LONG TERM CATEGORY B • Candidates may elect to write any combination of sections within this assessment, in order to fulfill their personal outstanding credit requirement. • Candidates must not answer more than three questions. • The assessment will consist of: • Section 1 – Question 1 – Law and Ethics (10 credits) • Section 2 – Question 2 – General Cluster (10 credits) • Section 3 – Candidates may select to answer full questions from • the two electives below i.e. the whole of 3 and/or 4: • Question – 3 – Short Term Personal Lines (12 credits) • and/or • Question – 4 – Long Term Category B (12 credits)

  8. CAT B Assessment 2 • Category B • Assessment 2: SHORT TERM COMMERCIAL LINES • Candidates may elect to write any combination of sections within this assessment, in order to fulfill their personal outstanding credit requirement. • Candidates must not answer more than three questions. • The assessment will consist of: • Section 1 – Question 1 – Law and Ethics (11 credits) • Section 2 – Question 2 – Commercial Underwriting (10 credits) • Section 3 – Candidates may select to answer full questions from • the four electives below i.e. the whole of 3 and/or 4 etc.: • Question – 3 – General Business Insurance (10 credits) • and/or • Question – 4 – Agriculture (11 credits) • and/or • Question – 5 – Marine and Transportation (9 credits) • and/or • Question – 6 – Aviation (11 credits)

  9. CAT C • Category C • LONG TERM: PENSION, RETAIL PENSION BENEFITS, • COLLECTIVE INVESTMENTS, HEALTH. • One three hour assessment comprising 3 sections. • Candidates may elect to write any combination of sections within this assessment, in order to fulfill their personal outstanding credit requirement. • Students must not answer more than three questions. • The assessment will consist of: • Section 1 – Question 1 – Law and Ethics (10 credits) • Section 2 – Question 2 – Risk Assessment (10 credits) • Section 3 – Candidates may select to answer full • questions from the five electives below i.e. • the whole of 3 and/or 4 etc.: • Question – 3 – Long term Category C (10 credits) • and/or • Question – 4 – Pension Fund Benefits (10 credits) • and/or • Question – 5 – Health Fund Benefits (10 credits) • and/or • Question – 6 – Retail Pension Benefits (10 credits) • and/or • Question – 7 – Collective Investments (10 credits)

  10. INSETA Website • FAIS Link • 8 October 2007 • Examination • Saturday 17 November • Registration Form Assessment Tools Introduction Methodology Examination Process Payment Registration

  11. Payment Options: • EFT • or • Direct Deposit • Student Registration Pack: • Examination instructions; • Administrative procedures; • Examination permit. • Cost Per Assessment • R850 + R119 (VAT) = R969 Assessment Tools Introduction Methodology Examination Process Registration Payment

  12. Venues • Sandton • Pretoria • Durban • Cape Town • PE • Polokwane • Klerksdorp • Kimberley • Bloemfontein • Nelspruit • Times • Category B & C 09:00 – 12:00 • Category A 14:00 – 17:00 • Procedures Assessment Tools Introduction Methodology Registration Payment Examination Process

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