2. This certificate is issued without alteration:
Cherry Tree Trading (Pty) Ltd
Tel: 011 781 0569
Accredited Learning Provider with the INSETA: No 130019
Statement of Credit
Shellaine Van DykShellaine Van DykShellaine Van DykShellaine Van Dyk
has completed and met the requirements of the following unit standards towards the qualification, as detailed below:
Further Education and Trainin
ID UNIT STANDARD TITLE
113911
Use an electronic system as a tool in a financial services
context
114979 Operate a computer workstation in a business environment
117129
Apply the regulations for disclosure that are required as part
of the financial sales process.
120123 Process a short term insurance claim
120137
Demonstrate knowledge and skill in order to assess
motor claim
113923 Explain fiduciary responsibilities and the associated risk
117117 Describe standard insurance cover in terms of SASRIA
117121
Apply knowledge and insight in to the Short Term Insurance
Act (No53 of 1998) and the accompanying regulations
117127
Describe and apply the basic principles of personal income
tax
117129
Apply the regulations for disclosure that are required as part
of the financial sales process.
117132 Explain basic economics
117133
Manage own work performance in relation
organisation's performance management system
117134 Indicate the scope of short term insurance in South Africa
117146 Indicate the scope of life insurance in South Africa
117171
Manage time effectively to enhance productivity and enable
a balance lifestyle
119260 Explain credit life insurance
119676
Apply the skills of customer care in a specific work
environment
120005
Demonstrate knowledge and understanding of personal
motor insurance
120014
Demonstrate knowledge and understanding warranty as a
class of insurance
120017
Demonstrate knowledge and understanding of aspects of the
regulatory framework relating to consumer credit
agreements in Retail Insurance in South Africa
120019
Analyse new developments reported in the media that could
impact on short Term insurance
13940
Demonstrate Knowledge and application of ethical conduct
in a business environment
14979
Describe issues of compliance
result in civil or criminal liability in terms of business law
7468
Use mathematics to investigate and monitor the financial
aspects of personal, business, national and
issues
9015
Apply knowledge of statistics and probability to critically
interrogate and effectively communicate findings on life
related problems
9016
Represent analyse and calculate shape and motion in 2
3-dimensional space in different contexts
Accredited Learning Provider with the INSETA: No 130019
13 July 2012
This serves to confirm that
Shellaine Van DykShellaine Van DykShellaine Van DykShellaine Van Dyk
(ID: 8305210064080)
completed and met the requirements of the following unit standards towards the qualification, as detailed below:
Further Education and Training Certificate (FETC): Retail Insurance
NQF Level 4, SAQA ID: 66609
UNIT STANDARD TITLE
OLD
LEVEL TYPE
Use an electronic system as a tool in a financial services
Level 3 Core
Operate a computer workstation in a business environment Level 3 Elective
regulations for disclosure that are required as part
Level 4 Core
Process a short term insurance claim Level 4 Elective
Demonstrate knowledge and skill in order to assess a non-
Level 4 Elective
Explain fiduciary responsibilities and the associated risk Level 4 Elective
Describe standard insurance cover in terms of SASRIA Level 4 Core
Apply knowledge and insight in to the Short Term Insurance
Act (No53 of 1998) and the accompanying regulations Level 4 Elective
Describe and apply the basic principles of personal income
Level 4 Fundamental
Apply the regulations for disclosure that are required as part
Level 4 Core
Level 3 Core
Manage own work performance in relation to an
organisation's performance management system Level 3 Core
Indicate the scope of short term insurance in South Africa Level 3 Core
Indicate the scope of life insurance in South Africa Level 3 Core
Manage time effectively to enhance productivity and enable
Level 3 Core
Level 4 Elective
customer care in a specific work
Level 4 Core
Demonstrate knowledge and understanding of personal
Level 4 Core
Demonstrate knowledge and understanding warranty as a
Level 4 Elective
Demonstrate knowledge and understanding of aspects of the
regulatory framework relating to consumer credit
agreements in Retail Insurance in South Africa Level 4 Core
Analyse new developments reported in the media that could
impact on short Term insurance Level 4 Core
Demonstrate Knowledge and application of ethical conduct
Level 4 Core
compliance or non-activity that could
result in civil or criminal liability in terms of business law Level 4 Core
Use mathematics to investigate and monitor the financial
aspects of personal, business, national and international
Level 4 Fundamental
Apply knowledge of statistics and probability to critically
interrogate and effectively communicate findings on life
Level 4 Fundamental
calculate shape and motion in 2-and-
dimensional space in different contexts Level4 Fundamental
130712
July 2012
completed and met the requirements of the following unit standards towards the qualification, as detailed below:
CREDITS Result
2 Competent
2 Competent
2 Competent
3 Competent
3 Competent
1 Competent
4 Competent
3 Competent
Fundamental 3 Competent
2 Competent
3 Competent
2 Competent
3 Competent
4 Competent
2 Competent
2 Competent
4 Competent
4 Competent
3 Competent
2 Competent
10 Competent
4 Competent
2 Competent
Fundamental 6 Competent
Fundamental 6 Competent
Fundamental 4 Competent

3. This certificate is issued without alteration:
Cherry Tree Trading (Pty) Ltd
Tel: 011 781 0569
Accredited Learning Provider with the INSETA: No 130019
8970 Write texts for a range of communicative contexts
8969 Interpret and use information from
8968
Accommodate audience and context needs in oral
communication
8973
Use language and communication in occupational learning
programmes
8976 Write for a wide range of contexts
8974
Engage in sustained oral communication and evaluate
spoken texts
8979
Use language and communication in
programmes
8975 Read analyse and respond to a variety of texts
9302
Access information in order to respond to client enquiries in
a financial services environment
9303
Communicate verbally with clients in a financial services
environment
14506
Explain the Finance Intelligence Centre Act, Act 38 of 2001
its implications for client relations
113903
Demonstrate skills and techniques required to build a
relationship with a client in a financial services environment
12164
Demonstrate knowledge and Insight of
Advisory and Intermediary Services Act (FAIS) (Act 37 of
2002)
14991 Apply the law of contract to insurance
114964 Describe short term insurance
114983 Describe Life Insurance
117126
Apply knowledge and insight into
Insurance Act, Act 52 of 1998
117156 Interpret basic financial statements
117158 Investigate ways of managing financial risk in own lives
119265 Manage risk in own work environment
120011 Apply knowledge of personal all risk insurance
120015
Demonstrate knowledge and understanding of house owners
insurance
120016 Apply knowledge insurance of household contents
120026
Demonstrate knowledge and understanding of the Road
Ordinance as it applies to motor insurance
Total Number of Credits competent in: 171
Verification Date: Various
Yours truly
William Rogers
Assessor and Moderator
Managing Director
Accredited Learning Provider with the INSETA: No 130019
Write texts for a range of communicative contexts Level 3 Fundamental
Interpret and use information from texts Level 3 Fundamental
Accommodate audience and context needs in oral
Level 3 Fundamental
Use language and communication in occupational learning
Level 3 Fundamental
Write for a wide range of contexts Level 4 Fundamental
Engage in sustained oral communication and evaluate
Level 4 Fundamental
Use language and communication in occupational learning
Level 4 Fundamental
Read analyse and respond to a variety of texts Level 4 Fundamental
Access information in order to respond to client enquiries in
environment Level 3 Elective
Communicate verbally with clients in a financial services
Level 3 Elective
Explain the Finance Intelligence Centre Act, Act 38 of 2001
client relations Level 4 Core
Demonstrate skills and techniques required to build a
relationship with a client in a financial services environment Level 4 Elective
Demonstrate knowledge and Insight of the Financial
Advisory and Intermediary Services Act (FAIS) (Act 37 of
Level 4 Elective
Apply the law of contract to insurance Level 4 Core
Level 3 Core
Level 3 Core
Apply knowledge and insight into aspects of the Long Term
Level 4 Core
Interpret basic financial statements Level 4 Fundamental
Investigate ways of managing financial risk in own lives Level 4 Fundamental
Manage risk in own work environment Level 4 Core
Apply knowledge of personal all risk insurance Level 4 Elective
Demonstrate knowledge and understanding of house owners
Level 4 Elective
Apply knowledge insurance of household contents Level 4 Elective
Demonstrate knowledge and understanding of the Road
Ordinance as it applies to motor insurance Level 4 Elective
1
Judy Norris
Assessor and Moderator
130712
Fundamental 5 Competent
Fundamental 5 Competent
Fundamental 5 Competent
Fundamental 5 Competent
Fundamental 5 Competent
Fundamental 5 Competent
Fundamental 5 Competent
Fundamental 5 Competent
2 Competent
3 Competent
3 Competent
3 Competent
2 Competent
2 Competent
3 Competent
3 Competent
2 Competent
Fundamental 4 Competent
Fundamental 5 Competent
2 Competent
2 Competent
3 Competent
4 Competent
2 Competent
INHLE
2012