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Moderatoir scope 2016

This document provides details of Gail Gibson's registration as a moderator, including her registration number, start and end dates, qualifications they are approved to assess, and their contact information. It also lists over 100 unit standards that the moderator is approved to assess, ranging from level 1 to level 4, covering topics like financial services, insurance, mathematics, and business communication. The majority of unit standards listed are at level 2 or 3.

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Scope of Moderation INS-M-SC-0000010 Statement Number: Name: Gail Gibson National ID Number: 5910280043089 Moderator Registration Number: 04M1300348 Moderator Registration Start Date: 09/10/2014 Moderator Registration End Date: 08/10/2017 Please note that the registration end date is subject to the 'last date for achievement' as stated in each qualification. Moderators are not permitted to assess beyond their registration end date or the qualification end date (whichever occurs first) Ground Floor, North Wing, Oakhust, 11 St. Andrews Road, Parktown, Johannesburg 2193 PO Box 32035, Braamfontein 2014 Tel: Fax: Email: Website: 011 544 2000 011 484 0862 info@inseta.org.za www.inseta.org.za NQFLevel Qualification TitleQualification Code Qualification Details: FETC: Long-term Insurance49649(S)Level 04 FETC: Short Term Insurance NQF L449929Level 04 FETC: Wealth Management NQF L457917Level 04 National Certificate: Financial Services Management NQF L448640Level 04 National Certificate: Financial Services NQF L248783Level 02 National Certificate: Financial Services NQF L349089Level 03 National Certificate: Wealth Management NQF L557608Level 05 Unit Standard Code Unit Standard Title Unit standard included: NQF Level Collect, analyse, use and communicate numerical data.7451Level 01 Critically analyse how mathematics is used in social, political and economic relations. 7449Level 01 Page 1 of 23
Ground Floor, North Wing, Oakhust, 11 St. Andrews Road, Parktown, Johannesburg 2193 PO Box 32035, Braamfontein 2014 Tel: Fax: Email: Website: 011 544 2000 011 484 0862 info@inseta.org.za www.inseta.org.za Demonstrate knowledge and understanding of the individual basic rights and responsibilities under a group retirement fund 12546Level 01 Demonstrate knowledge and understanding of the individual basic rights and responsibilities under a medical scheme 12549Level 01 Describe, represent and interpret mathematical models in different contexts. 7452Level 01 Develop and use keyboard skills to enter text9357Level 01 Working with numbers in various contexts.7447Level 01 Access and use information from texts8963Level 02 Apply basic business ethics in work environment113924Level 02 Apply basic knowledge of statistics and probability in order to investigate life related problems 9009Level 02 Apply the basic skills of customer services114974Level 02 Attend to customer enquiries in the insurance sector.8098Level 02 Behave in a professional manner in a business environment114959Level 02 Contribute to the health, safety and security of a financial services workplace 114957Level 02 Demonstrate ability to use the World Wide Web7573Level 02 Demonstrate knowledge and understanding of the rights and responsibilities of the individual under the south african constitution 11816Level 02 Demonstrate knowledge and understanding of the structures that reinforce and support human rights in south africa 11817Level 02 Demonstrate knowledge of and produce word processing documents using basic functions 7568Level 02 Demonstrate understanding of rational and irrational numbers and number systems. 7480Level 02 Examine the applications of the Basic Conditions of Employment Act and its effect on earnings in own contract 10717Level 02 Examine the costs and benefits of using banking institutions for the managing of personal finances 10716Level 02 Page 2 of 23
Ground Floor, North Wing, Oakhust, 11 St. Andrews Road, Parktown, Johannesburg 2193 PO Box 32035, Braamfontein 2014 Tel: Fax: Email: Website: 011 544 2000 011 484 0862 info@inseta.org.za www.inseta.org.za Explain HIV/AIDS and the effects on the insurance industry and workplace, and indicate own role in creating a caring work environment 114961Level 02 Explain how money laundering legislation impacts on monetary transactions in South Africa 113904Level 02 Explain the implications of the FAIS ACT for employees in the financial services organisations 113918Level 02 Identify the types of records required in the financial services industry and indicate why it is necessary to create evidence 114973Level 02 Identify, describe, compare, classify, explore shape and motion in 2-and 3-dimensional shapes in different contexts 9008Level 02 Investigate credit in own circumstances10715Level 02 Investigate the structure of a financial services workplace114962Level 02 Maintain an existing information system in a financial services environment 114971Level 02 Participate effectively in a team or group114936Level 02 Render basic first aid in an office workplace113929Level 02 Use a personal budget to manage own money10718Level 02 Use language and communication in occupational learning programmes 8967Level 02 Use mathematics to investigate and monitor the financial aspects of personal and community life. 7469Level 02 Work with a range of patterns and functions and solve problems9007Level 02 Write for a defined context8964Level 02 Access information in order to respond to client enquiries in a financial services environment 9302Level 03 Accommodate audience and context needs in oral communication8968Level 03 Accommodate audience and context needs in oral/signed communication 119472Level 03 Administer a long term claim117104Level 03 Page 3 of 23
Ground Floor, North Wing, Oakhust, 11 St. Andrews Road, Parktown, Johannesburg 2193 PO Box 32035, Braamfontein 2014 Tel: Fax: Email: Website: 011 544 2000 011 484 0862 info@inseta.org.za www.inseta.org.za Administer basic asset related transactions in a Retirement Fund117124Level 03 Administer basic asset related transactions`117108Level 03 Administer basic client related transactions in a Collective Investment Scheme Manager or Linked Investment Service Provider (LISP) 117116Level 03 Administer credit purchase transactions117423Level 03 Administer credit sales transactions117422Level 03 Administer income and reciepts117419Level 03 Administer long term employee benefits and medical scheme membership 117136Level 03 Administer payments and expenses117420Level 03 Apply knowledge of basic accounting priniciples to financial services117111Level 03 Apply knowledge of HIV/AIDS to a specific business sector and a workplace 114941Level 03 Apply knowledge of self and own situation to manage risks resulting from change in the workplace 116966Level 03 Apply knowledge of self and team in order to develop a plan to enhance team performance 13912Level 03 Apply problem-solving techniques to make a decision or solve a problem in a real life context 114952Level 03 Calculate and record value added tax transactions117424Level 03 Coach a team member in order to enhance individual peformance in work environment 113909Level 03 Communicate verbally with clients in a financial environment9303Level 03 Compile reconciliation statements117425Level 03 Conduct a formal meeting13914Level 03 Demonstrate ability to use and interpret texts that apply to the role and responsibilities of Trustees of retirement funds 123417Level 03 Page 4 of 23
Ground Floor, North Wing, Oakhust, 11 St. Andrews Road, Parktown, Johannesburg 2193 PO Box 32035, Braamfontein 2014 Tel: Fax: Email: Website: 011 544 2000 011 484 0862 info@inseta.org.za www.inseta.org.za Demonstrate ability to use and interpret texts that apply to the role and responsibilities of trustees of retirement funds 12548Level 03 Demonstrate basic accounting concepts117421Level 03 Demonstrate knowledge and understanding of the role and responsibilities of Trustees of Medical Schemes 123421Level 03 Demonstrate knowledge and understanding of the role and responsibilities of trustees of medical schemes 12550Level 03 Demonstrate knowledge and understanding of the role and responsibilities of Trustees of retirement funds 123420Level 03 Demonstrate knowledge and understanding of the role functions and duties of trustees of retirement funds 12547Level 03 Demonstrate knowledge and understanding the duties of Trustees of retirement funds with regard to death benefits 123419Level 03 Demonstrate techniques for gathering and presenting fieldwork data119894Level 03 Demonstrate understanding of the use of different number bases and measurement units and an awareness of error in the context of relevant calculations 9010Level 03 Describe collective investment schemes243129Level 03 Describe funeral insurance114956Level 03 Describe healthcare cover in South Africa117141Level 03 Describe how to manage workplace relationships114943Level 03 Describe Life Insurance114983Level 03 Describe short term insurance114964Level 03 Describe unit trusts as an investment8990Level 03 Describe, apply, analyse and calculate shape and motion in 2-and 3-dimensional space in different contexts 9013Level 03 Explain aviation insurance117130Level 03 Explain basic economics117132Level 03 Page 5 of 23
Ground Floor, North Wing, Oakhust, 11 St. Andrews Road, Parktown, Johannesburg 2193 PO Box 32035, Braamfontein 2014 Tel: Fax: Email: Website: 011 544 2000 011 484 0862 info@inseta.org.za www.inseta.org.za Explain basic transactions in the Unit Trust industry9001Level 03 Explain common transactions in a collective investment scheme portfolio 243135Level 03 Explain healthcare benefits administration in South Africa114972Level 03 Explain how to manage diversity in the workplace114932Level 03 Explain insurance transactions specific to Lloyd's of London117135Level 03 Explain the impact of personal wellness on work performance113907Level 03 Explain the manager's role in identifying and referring vulnerable or at risk employees 114216Level 03 Explain the structure of the financial services industry in south africa113922Level 03 Explain the structure of the financial services industry in South Africa243144Level 03 Explain the types of compulsory statutory insurance in SA114966Level 03 Explain the types of compulsory statutory insurance in South Africa9005Level 03 Identify causes of stress and techniques to manage it in the workplace114946Level 03 Identify possible ways of improving employment prospects10713Level 03 Identify ways of management relationships in own life114945Level 03 Indicate how collective investment scheme portfolios are reported243141Level 03 Indicate how different needs lead to the development of different insurance products 114985Level 03 Indicate how unit trusts are reported9000Level 03 Indicate the scope of life insurance in South Africa117146Level 03 Indicate the scope of short term insurance in South Africa117134Level 03 Page 6 of 23
Ground Floor, North Wing, Oakhust, 11 St. Andrews Road, Parktown, Johannesburg 2193 PO Box 32035, Braamfontein 2014 Tel: Fax: Email: Website: 011 544 2000 011 484 0862 info@inseta.org.za www.inseta.org.za Induct a new member into a team13911Level 03 Interpret and use information from texts119457Level 03 Interpret and use information from texts8969Level 03 Interpret current affairs related to a selected business sub sector117125Level 03 Investigate life related problems using data and probabilities9012Level 03 Investigate the need to provide financially for own retirement114960Level 03 Investigate the upside and downside business risk in hand held electronic devices 117128Level 03 Maintain and adapt oral communication8962Level 03 Manage electronic mail in a business environment114984Level 03 Manage own work performance in relation to an organisation's performance management system 117133Level 03 Manage personal expenditure10712Level 03 Manage personal expenditure119915Level 03 Manage risk in own life114970Level 03 Manage time effectively to enhance productivity and enable a balanced lifestyle 117171Level 03 Operate a computer workstation in a business environment114979Level 03 Prepare general ledger accounts and initial trial balance117427Level 03 Research costs associated with marriage, birth, divorce and death in own circumstances 10714Level 03 Research costs associated with marriage, birth, divorce and death in own circumstances 119681Level 03 Research in the history of the Financial Services Industry in South Africa 8986Level 03 Page 7 of 23
Ground Floor, North Wing, Oakhust, 11 St. Andrews Road, Parktown, Johannesburg 2193 PO Box 32035, Braamfontein 2014 Tel: Fax: Email: Website: 011 544 2000 011 484 0862 info@inseta.org.za www.inseta.org.za Understand the Petty Cash System117418Level 03 Use a presentation package to produce business documents114980Level 03 Use a spreadsheet package to produce business documents114977Level 03 Use a web browser in a business environment114975Level 03 Use a word processing package to produce business documents114978Level 03 Use an electronic system as a tool in an financial services text113911Level 03 Use langauge and communiction in occupational learning programmes8973Level 03 Use language and communication in occupational learning programmes 119467Level 03 Use mathematics to investigate and monitor the financial aspects of personal, business and national issues. 7456Level 03 Write texts for a range of communicative contexts8970Level 03 Write/present/sign texts for a range of communicative contexts119465Level 03 Analyse current events reported in the media that could impact on wealth management 243133Level 04 Analyse different group retirement products117123Level 04 Analyse healthcare funding in South Africa and the role of intermediaries in the sector 119677Level 04 Analyse new developments reported in the media that could impact on a business sector or industry 13943Level 04 Analyse new developments reported in the media that could impact on Short Term insurance 120019Level 04 Analyse the different products available in the Long-term insurance industry and the benefits of each 119478Level 04 Analyse the Financial Services industry and the role of insurance in a business environment 119679Level 04 Analyse the financial services industry and the role of insurance in a business environment 12168Level 04 Page 8 of 23
Ground Floor, North Wing, Oakhust, 11 St. Andrews Road, Parktown, Johannesburg 2193 PO Box 32035, Braamfontein 2014 Tel: Fax: Email: Website: 011 544 2000 011 484 0862 info@inseta.org.za www.inseta.org.za Analyse the impact of weather events on selected regions119904Level 04 Analyse the National Health Policy as a means of providing healthcare for the nation 243156Level 04 Analyse the Pension Funds Act as it applies to the administration of retirement funds 117120Level 04 Analyse the proposed National Health policy as a means of providing health care for a nation 113927Level 04 Analyse the role of group retirement benefits in the insurance industry117122Level 04 Anazlyse new developments reported in the media that could impact on long term insurance 118011Level 04 Apply basic technical knowledge of a light motor vehicle to authorise a claim 120130Level 04 Apply basic technical knowledge of a vehicle to authorise a heavy motor vehicle claim 120126Level 04 Apply comprehension skills to engage oral texts in a business environment 12154Level 04 Apply comprehension skills to engage written texts in a business environment. 12155Level 04 Apply industry knowledge to develop an investment strategy for a group retirement fund 113930Level 04 Apply knowledge and insight into aspexts of the Long Term Insurance Act, Act 52 of 1998 117126Level 04 Apply knowledge and insight into the Short Term Insurance Act (No 53 of 1998) and the accompanying regulations 117121Level 04 Apply knowledge and insight into the statutory cover addorded under the Compensation for Occupational Injuries and Diseases Act, 130 of 1993, as amended (COIDA) 117149Level 04 Apply knowledge insurance of household contents120016Level 04 Apply knowledge of agricultural crop insurance120109Level 04 Apply knowledge of business interruption insurance120120Level 04 Apply knowledge of insurance to the transportation of a consignment of goods 120020Level 04 Apply knowledge of personal accident insurance120022Level 04 Page 9 of 23
Ground Floor, North Wing, Oakhust, 11 St. Andrews Road, Parktown, Johannesburg 2193 PO Box 32035, Braamfontein 2014 Tel: Fax: Email: Website: 011 544 2000 011 484 0862 info@inseta.org.za www.inseta.org.za Apply knowledge of personal all risks insurance120011Level 04 Apply knowledge of personal liability insurance120132Level 04 Apply knowledge of public liability insurance120125Level 04 Apply knowledge of Short Term Insurance to reinsurance120136Level 04 Apply knowledge of Short Term Insurance to the All Risks section of a commercial policy 120122Level 04 Apply knowledge of statistics and probability to critically interrogate and effectively communicate findings on life-related problems 9015Level 04 Apply knowledge of the current Medical Schemes Act and the accompanying regulations 117118Level 04 Apply knowledge of the sales cycle in wealth management113921Level 04 Apply Return on Investment (ROI) theory and practice to a business unit 114209Level 04 Apply technical and understanding of business insurance120115Level 04 Apply technical knowledge and skill in order to manage risk in business interruption 14980Level 04 Apply technical knowledge and skill in order to manage risk in emergency planning 13939Level 04 Apply technical knowledge and skill in order to manage risk in occupational health and occupational hygiene 13950Level 04 Apply technical knowledge and skill in order to underwrite professional indemnity insurance 120116Level 04 Apply technical knowledge and skill to align business unit performance to business goals 13949Level 04 Apply technical knowledge and skill to assess an aviation risk120111Level 04 Apply technical knowledge and skill to determine the quantum and validity of a domestic or light motor vehicle claim 120138Level 04 Apply technical knowledge and skill to determine the quantum and validty of an industrial or heavy vehicle claim 120119Level 04 Apply technical knowledge and understanding of business motor insurance 120135Level 04 Page 10 of 23
Ground Floor, North Wing, Oakhust, 11 St. Andrews Road, Parktown, Johannesburg 2193 PO Box 32035, Braamfontein 2014 Tel: Fax: Email: Website: 011 544 2000 011 484 0862 info@inseta.org.za www.inseta.org.za Apply technical knowledge and understanding of Contract Works Insurance 120134Level 04 Apply technical knowledge and understanding of fidelity insurance as a means of manageing people related financial risk 120114Level 04 Apply technical knowledge and understanding of hte insurance of wild life, livestock and other animals 120117Level 04 Apply technical knowledge and understanding of insurance in the event of machinery breakdown 120108Level 04 Apply technical knowledge and understanding of the cover provided under a Short Term Multi-Peril Insurance policy 120121Level 04 Apply technical knowledge and understanding of the insurance of timber plantations 120113Level 04 Apply the budget function in a business unit13941Level 04 Apply the law of contract to insurance120128Level 04 Apply the law of contract to insurance14991Level 04 Apply the principles of situational leadership to a business unit13953Level 04 Apply the regulations for disclosure that are required as part of the financial sales process 117129Level 04 Apply the skills of customer care in a specific work environment119676Level 04 Demonstrate a basic understanding of the role of a business strategy in managing a small business or a business unit 13942Level 04 Demonstrate knowledge and application of aviation legislation that impacts on insurance 120006Level 04 Demonstrate knowledge and application of ethical conduct in a business environment 13940Level 04 Demonstrate knowledge and application of ethical conduct in a business environment 242655Level 04 Demonstrate knowledge and application of of the relationships between Life Style Measurements (LSM) and Long-term insurance 119262Level 04 Demonstrate knowledge and application of Sectional Title insurance120018Level 04 Demonstrate knowledge and application of the Value Added Tax Act (VAT), 89 of 1991 as amended as it applies to insurance policies 119682Level 04 Page 11 of 23
Ground Floor, North Wing, Oakhust, 11 St. Andrews Road, Parktown, Johannesburg 2193 PO Box 32035, Braamfontein 2014 Tel: Fax: Email: Website: 011 544 2000 011 484 0862 info@inseta.org.za www.inseta.org.za Demonstrate knowledge and insight into legislation relating to marriage, divorce and maintenance as it applies to employee retirement and insurance benefits 10391Level 04 Demonstrate knowledge and insight into provisions relating to Capital Gains Tax (CGT) contained in the Income Tax Act as it applies to insurance and investment 243146Level 04 Demonstrate knowledge and insight into the Capital Gains Tax Legislationas it applies to insurance and investment 12167Level 04 Demonstrate knowledge and insight into the Collective Investment Schemes Act 12166Level 04 Demonstrate knowledge and insight into the Collective Investment Schemes Control Act, 45 of 2002 (CISCA) 243155Level 04 Demonstrate knowledge and insight into the Income Tax Act (58 of 1962 and the accompanying regulations) as amended as it applies to insurance and investment products 14315Level 04 Demonstrate knowledge and insight into the Income Tax Act (58 of 1962 and the accompanying regulations) as amended as it applies to Long-Term insurance and investment products 243132Level 04 Demonstrate knowledge and insight into the Long Term Insurance Act14316Level 04 Demonstrate knowledge and insight into the policyholder protection12332Level 04 Demonstrate knowledge and insight into the Short-term Insurance Act (No53 0f 1998) and the accompanying regulations 10194Level 04 Demonstrate knowledge and insight of the Financial Advisory and Intermediary Services Act (FAIS) (Act 37 of 2002) 12164Level 04 Demonstrate knowledge and skill in order to assess a non-motor claim120137Level 04 Demonstrate knowledge and understanding of engineering insurance14984Level 04 Demonstrate knowledge and understanding of financial interactions of insurers, underwriting managers and intermediaries in short term insurance 120129Level 04 Demonstrate knowledge and understanding of house owners insurance120015Level 04 Demonstrate knowledge and understanding of how the insurance industry responds to different needs in the Group Retirement Benefits Market 10394Level 04 Demonstrate knowledge and understanding of insurable risk14994Level 04 Demonstrate knowledge and understanding of issues of compliance or non-activity that could result in civil or criminal liability in terms of business law 120127Level 04 Page 12 of 23
Ground Floor, North Wing, Oakhust, 11 St. Andrews Road, Parktown, Johannesburg 2193 PO Box 32035, Braamfontein 2014 Tel: Fax: Email: Website: 011 544 2000 011 484 0862 info@inseta.org.za www.inseta.org.za Demonstrate knowledge and understanding of of the insurance of pleasure craft 120008Level 04 Demonstrate knowledge and understanding of personal motor insurance 120005Level 04 Demonstrate knowledge and understanding of the Financial Advisory and Intermediary Services Act 2002 (FAIS) (Act 37 of 2002) as it impacts on a specific financial services sub-sector 242584Level 04 Demonstrate knowledge and understanding of the investment strategy of a selected group retirement fund 243145Level 04 Demonstrate knowledge and understanding of the investment strategy of a selected medical scheme 243140Level 04 Demonstrate knowledge and understanding of the occupational health and safety Act 85 of 1993 (OHSA (as amended) and the responsibilities of management in terms of the Act 13951Level 04 Demonstrate knowledge and understanding of the primary legislation that impacts on retirement funds 10393Level 04 Demonstrate knowledge and understanding of the Road Ordinance as it applies to motor insurance 120026Level 04 Demonstrate knowledge and understanding of the sales process in Short Term Insurance 120112Level 04 Demonstrate knowledge and understanding of the scope of transportation insurance 120013Level 04 Demonstrate knowledge and understanding of the scope of travel insurance in South Africa 120012Level 04 Demonstrate knowledge and understanding of the standard insurance cover in terms of NASRIA 120023Level 04 Demonstrate knowledge and understanding of the value added tax act, 89 of 1991 as amended as it applies to insurance policies 10381Level 04 Demonstrate knowledge and understanding of transportation insurance120009Level 04 Demonstrate knowledge and understanding of warranty as a class of insurance 120014Level 04 Demonstrate knowledge of insurable risk120124Level 04 Demonstrate skills and techniques required to build a relationship with a client in a financial services environment 243137Level 04 Demonstrate skills and techniques required to build a relationship with client in a financial services environment 113903Level 04 Describe and apply the basic principles of personal income tax117127Level 04 Page 13 of 23
Ground Floor, North Wing, Oakhust, 11 St. Andrews Road, Parktown, Johannesburg 2193 PO Box 32035, Braamfontein 2014 Tel: Fax: Email: Website: 011 544 2000 011 484 0862 info@inseta.org.za www.inseta.org.za Describe and apply the management functions of an organisation.14667Level 04 Describe disability insurance solutions in the context of financial planning 113910Level 04 Describe disability insurance solutions in the context of financial planning 243131Level 04 Describe group insured benefits117137Level 04 Describe issues of compliance or non-activity that could result in civil or criminal liability in terms of business law. 14979Level 04 Describe managed care as it is applied in Medical Scheme Administration in South Africa 118019Level 04 Describe standard insurance cover in terms of SASRIA117117Level 04 Describe the basic principles of personal income tax10389Level 04 Describe the control of fraud in Healthcare Benefits Administration118018Level 04 Describe the control of fraud in Long-term insurance119261Level 04 Describe the main aspects of pre and post retirement funding113931Level 04 Describe the main aspects of pre and post retirement planning243136Level 04 Describe the sales function in a Collective Investment Scheme Manager or Linked Investment Service Provider (Lisp) 243151Level 04 Determine risk exposure in order to manage the risk in a specific situation 15008Level 04 Determine risk exposure in order to manage the risk in a specific situation 242654Level 04 Develop a business plan for a small business10385Level 04 Develop a business plan for small business117241Level 04 Develop a strategy to manage compromised employee wellbeing114208Level 04 Engage in sustained oral communication and evaluate spoken texts8974Level 04 Page 14 of 23
Ground Floor, North Wing, Oakhust, 11 St. Andrews Road, Parktown, Johannesburg 2193 PO Box 32035, Braamfontein 2014 Tel: Fax: Email: Website: 011 544 2000 011 484 0862 info@inseta.org.za www.inseta.org.za Engage in sustained oral/signed communication and evaluate spoken/signed texts 119462Level 04 Explain and apply the basic principles of the Estate Duty Act (45 of 1955) 119678Level 04 Explain basic investment principles113916Level 04 Explain basic investment principles243153Level 04 Explain Capital Markets and Capital Market Instruments243142Level 04 Explain credit life insurance119260Level 04 Explain Equity Markets and equity market instruments243148Level 04 Explain fidelity insurance as a means of managing people related financial risk 14987Level 04 Explain fiduciary responsibilities and the associated risks113923Level 04 Explain fiduciary responsibilities and the associated risks243152Level 04 Explain money markets and money market instruments243154Level 04 Explain options for healthcare cover in order to make an informed decision 243138Level 04 Explain South African money laundering legislation and the implications for accountable institutions in transacting with clients 242593Level 04 Explain the application of the Promotion of Access to Information Act, 2 of 2002 and the Electronic Transactions and Communications Act, 25 of 2002, in a business environment 243225Level 04 Explain the application of the Promotion of Access to Information Act, 2 of 2002 and the Electronic Transactions and Communications Act, 25 of 2002, in Wealth Management 113928Level 04 Explain the basic principles of asset management that apply to financial markets and insurance 113917Level 04 Explain the basic principles of asset management that apply to financial markets and insurance 243130Level 04 Explain the cycle of a medical claim118014Level 04 Explain the Financial Intelligence Center Act, 38 of 2001 and the implication of this act for client relations 14506Level 04 Page 15 of 23
Ground Floor, North Wing, Oakhust, 11 St. Andrews Road, Parktown, Johannesburg 2193 PO Box 32035, Braamfontein 2014 Tel: Fax: Email: Website: 011 544 2000 011 484 0862 info@inseta.org.za www.inseta.org.za Explain the impact of of organisational wellness on a business environment and indicate a strategy for a business unit 114212Level 04 Explain the implications of climate change for an economic sector119909Level 04 Explain the legislation relating to marriage, divorce and maintenance as it applies to retirement benefits 117131Level 04 Explain the Medicines and Related Substances Control Amendment Act, 59 of 2002, as it impacts on medical schemes 243149Level 04 Explain the Medicines and Related Substances Control Amendment Act, 59 of 2003, as it impacts in medical schemes 113932Level 04 Explain the nature of risk and the risk management process14995Level 04 Explain the options available for post retirement healthcare113919Level 04 Explain the roles of actuaries, underwriters and claims assessors in Long-term insurance 119259Level 04 Explain the scope of the Compensation for Occupational Injuries and Diseases Act 130 of 1993 (COIDA) 117155Level 04 Explain the use of coding in Healthcare Benefits Administration117215Level 04 Explain trade in a global economy119899Level 04 Explaing people-related risks in an organisation14999Level 04 Explore strategies to retain or expand existing business in the insurance/investment industry 14319Level 04 Identify and explain trends and issues in the Long-term insurance market that present an abnormal risk 119264Level 04 Indicate how different needs lead to the development of different investment products 119680Level 04 Interpret basic financial statements10388Level 04 Interpret basic financial statements117156Level 04 Investigate dread disease products and their place in wealth management 113913Level 04 Investigate dread disease products and their place in wealth management 243139Level 04 Page 16 of 23
Ground Floor, North Wing, Oakhust, 11 St. Andrews Road, Parktown, Johannesburg 2193 PO Box 32035, Braamfontein 2014 Tel: Fax: Email: Website: 011 544 2000 011 484 0862 info@inseta.org.za www.inseta.org.za Investigate possible funding options for investors exiting a group retirement fund 243150Level 04 Investigate possible funding options for investors exiting a group retirment 113920Level 04 Investigate quality and control mechanisms in a business unit118005Level 04 INvestigate the possibilities of establishing a running a small business enterprise (SMME) 117244Level 04 Investigate the possibilities of establishing and running a small business enterprise (SMME) 10386Level 04 Investigate the range of options available for wealth management113914Level 04 Investigate the range of options available for wealth management243134Level 04 Investigate ways of managing financial risk in own lives10387Level 04 Investigate ways of managing financial risk in own lives117158Level 04 Manage a business offering financial advice119675Level 04 Manage Expenditure against a budget242810Level 04 Manage Risk in own work environment119265Level 04 Manage risk in own work/business environment13954Level 04 Manage the risk in an agricultural entirty120131Level 04 Mentor a colleague to enhance the individual`s knowledge, skills, values and attitudes in a selected career path 114215Level 04 Motivate a team13947Level 04 Negotiate an agreement or deal in an authentic work situation13948Level 04 Outline the structure of the collective investment industry243147Level 04 Process a claim in credit risk insurance14978Level 04 Page 17 of 23
Ground Floor, North Wing, Oakhust, 11 St. Andrews Road, Parktown, Johannesburg 2193 PO Box 32035, Braamfontein 2014 Tel: Fax: Email: Website: 011 544 2000 011 484 0862 info@inseta.org.za www.inseta.org.za Process a short term insurance claim120123Level 04 Produce photographic evidence of a collsion120133Level 04 Read, analyse and respond to a variety of texts8975Level 04 Read/view, analyse and respond to a variety of texts119469Level 04 Represent, analyse and calculate shape and motion in 2-and 3-dimentional space in different contexts 9016Level 04 Research the Medical Scheme Administration sub-sector in South Africa 118012Level 04 Underwrite a standard risk in short term commecial insurance120110Level 04 Underwrite a standard risk in short term personal insurance120118Level 04 Use an electronic system to propose a financial solution243143Level 04 Use an electronic system to propose a financial solution.113912Level 04 Use language and communication in occupational learning programmes 119471Level 04 Use language and communication in occupational learning programmes 8979Level 04 Use mathematics to investigate and monitor the financial aspects of personal, business, national and international issues. 7468Level 04 Use the writing process to compose texts required in the business environment 12153Level 04 Write for a wide range of contexts8976Level 04 Write/present/sign for a wide range of contexts119459Level 04 Adapt and verbally communicate financial information to a range of audiences 242614Level 05 Advise Retirment Fund Trustees and Corporates on the structure of a Fund's investments 242578Level 05 Analyse and interpret qualitative and quantitative data from relevant reports in order to make a recommendation or inform a decision for an entity 242559Level 05 Page 18 of 23
Ground Floor, North Wing, Oakhust, 11 St. Andrews Road, Parktown, Johannesburg 2193 PO Box 32035, Braamfontein 2014 Tel: Fax: Email: Website: 011 544 2000 011 484 0862 info@inseta.org.za www.inseta.org.za Analyse reports and documents of a retirement fund to ensure governance and manage risk 242617Level 05 Analyse the dynamics of different interactive styles in client relationships 242585Level 05 Analyse the product design/structure of different medical schemes to evaluate the benefits of each scheme 242567Level 05 Analyse the role of international investment in wealth management242563Level 05 Analyse the strategic impact of a successful wellness programme114206Level 05 Apply researched trend to individual financial risk242601Level 05 Apply basic economic principles to the financial services sector230071Level 05 Apply financial knowledge and skill to manage a Trust Fund242605Level 05 Apply insight into the implications of changing financial priorities and attitudes on the value proposition in a financial relationship 242569Level 05 Apply knowledge and skill to explain the application of structured long term insurance portfolios 242590Level 05 Apply knowledge and understanding of captives as a method of alternative risk transfer 242599Level 05 Apply knowledge of estate planning to propose a financial solution for a specific client 242603Level 05 Apply knowledge of the different asset classes in order to give financial advice 242594Level 05 Apply scenario planning to explain potential risk in a specified financial services context 242580Level 05 Apply technical knowledge and insight into how the legislative and regulatory environment impacts on retirement fund benefits for employees 242586Level 05 Apply technical knowledge and insight into property as an investment242576Level 05 Apply technical knowledge and insight into the management of collective investment portfolios 242607Level 05 Apply technical knowledge and insight into the sales and marketing of participatory interest in collective investment scheme portfolios 242560Level 05 Apply technical knowledge and insight to manage the risks inherent in a group scheme 119998Level 05 Page 19 of 23
Ground Floor, North Wing, Oakhust, 11 St. Andrews Road, Parktown, Johannesburg 2193 PO Box 32035, Braamfontein 2014 Tel: Fax: Email: Website: 011 544 2000 011 484 0862 info@inseta.org.za www.inseta.org.za Apply technical knowledge and skill to advise an individual on planning for retirement 242613Level 05 Apply technical knowledge and skill to explain how collective investment scheme portfolios are classified 242612Level 05 Apply technical knowledge to explain business risk and possible strategies to finance risk 242608Level 05 Apply the risk management process to investigate alternatives for risk transfer 242602Level 05 Conduct an in depth investigation into the current healthcare sector in South Africa using published data 242575Level 05 Demonstrate knowledge and insight into the changing nature of the financial services industry and its consumers 230075Level 05 Demonstrate knowledge and understanding of risk in a Financial Services environment 119997Level 05 Demonstrate knowledge and understanding of the establishment and ongoing maintenance of a domestic collective investment portfolio 242609Level 05 Demonstrate knowledge and understanding of the financial consequences of a large claim to a client 242615Level 05 Demonstrate knowledge and understanding of the fundamental principles of risk finance in order to propose an insurance solution 242562Level 05 Demonstrate knowledge and understanding of the responsibilities of directors in terms of corporate governance. 242598Level 05 Demostrate insight into current affairs in the Financial Services sector120075Level 05 Describe the financial life cycle of an individual and how this influences financial decisions 230077Level 05 Design a funding mode to make provision for financial consequences of losses in an entity 242583Level 05 Determine the needs and wants of an entity in order to propose an appropriate financial solution 242573Level 05 Develop a set of rules that meets the needs of a retirement fund client and are compliant 242611Level 05 Diagnose and repair vehicle stability, traction and drive control (VSTDC) systems 376623Level 05 Evaluate the effectiveness of the administration function of a retirement fund in order to make an informed decision 242596Level 05 Examine the assets and liabilities from an organisation's financial statements in order to identify risk financing opportunities 242588Level 05 Page 20 of 23
Ground Floor, North Wing, Oakhust, 11 St. Andrews Road, Parktown, Johannesburg 2193 PO Box 32035, Braamfontein 2014 Tel: Fax: Email: Website: 011 544 2000 011 484 0862 info@inseta.org.za www.inseta.org.za Explain the basic principles of enterprise wide risk management242618Level 05 Investigate industry initiatives to quality control medical providers242570Level 05 Manage cost in a specific case with due regard for quality242565Level 05 Manage the relationship between an intermediary and a Long Term insurer 242558Level 05 Objectively evaluate the criteria that materially affect the performance of a medical scheme and its administration 242616Level 05 Present a proposal to optimise the tax aspects of the wealth management of an entity 242574Level 05 Present an informed argument on a current issue in a business sector230070Level 05 Research information in orer to assist in conducting a financial risk assessment 242554Level 05 Research the incidence, quantity and severity of an occurence in order to uncover a trend and anticipate a financial risk 242581Level 05 Research the influence of culture and diversity on attitudes to creating and managing wealth 242566Level 05 Analyse the implications of current and/or proposed reform for the Retirement Fund/Medical Scheme sub sector in order to formulate a possible response 242579Level 06 Analyse the implications of the South African Government's National Health Policy and the potential impact on medical schemes 242582Level 06 Apply knowledge and insight of the medical scheme environment to evaluate risk in a selected medical scheme 242568Level 06 Apply knowledge and insight of the role of alternatove investments in wealth management 242595Level 06 Apply knowledge and insight to advise on the composition of a financial portfolio 242619Level 06 Apply knowledge and insight to structure and implement a retirement fund for an organisation 242564Level 06 Apply knowledge of business insurance to propose a Long Term financial solution for a business entity 242589Level 06 Apply knowledge of estate planning to propose a financial solution for a high net worth client 242592Level 06 Apply knowledge of health economics to make an informed decision242571Level 06 Page 21 of 23
Ground Floor, North Wing, Oakhust, 11 St. Andrews Road, Parktown, Johannesburg 2193 PO Box 32035, Braamfontein 2014 Tel: Fax: Email: Website: 011 544 2000 011 484 0862 info@inseta.org.za www.inseta.org.za Apply knowledge of investment to hedge funds242577Level 06 Apply knowledge of macro economic trends and indices to evaluate the potential effect on a selected portfolio 242587Level 06 Apply knowledge of the unique estate panning needs of farm owners to provide a financial plan for a farm owner 242591Level 06 Apply technical knowledge and skill to advise business entities on insurance and group retirement benefits 242597Level 06 Apply the principles of ethics to a business environment230078Level 06 Calculate the taxation of lump-sum benefits13030Level 06 Calculate the taxation of persons other than companies13026Level 06 Demonstrate insight into how the South African Constitution impacts on the financial services industry 230074Level 06 Demonstrate knowledge and insight into offshore legislation in the South African investment environment 242556Level 06 Demonstrate knowledge and insight into the valuation of retirement funds 242600Level 06 Develop a potential wealth preservation solution for an entity242555Level 06 Devise a marketing strategy for a selected target market242604Level 06 Discuss current trends in investment portfolio management242606Level 06 Evaluate the current and future financial position of an entity242561Level 06 Evaluate the relevant performance of a Fund/Portfolio Manager242572Level 06 Explain how the life cycle of a business entity affects investments and insurance decisions 230073Level 06 Investigate issues of governance that impact on the different role players in a selected sub-sector 242610Level 06 Research theories of behavioural economics and behavioural finance to explain the influence of emotion on financial decisions 242557Level 06 Page 22 of 23
Ground Floor, North Wing, Oakhust, 11 St. Andrews Road, Parktown, Johannesburg 2193 PO Box 32035, Braamfontein 2014 Tel: Fax: Email: Website: 011 544 2000 011 484 0862 info@inseta.org.za www.inseta.org.za Please ensure that application for re-registration are submitted at least 3 months prior to registration end date to allow sufficient time for ETQA evaluations ETQA Manager Tumi Peele Page 23 of 23

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Moderatoir scope 2016

  • 1.
    Scope of Moderation INS-M-SC-0000010 StatementNumber: Name: Gail Gibson National ID Number: 5910280043089 Moderator Registration Number: 04M1300348 Moderator Registration Start Date: 09/10/2014 Moderator Registration End Date: 08/10/2017 Please note that the registration end date is subject to the 'last date for achievement' as stated in each qualification. Moderators are not permitted to assess beyond their registration end date or the qualification end date (whichever occurs first) Ground Floor, North Wing, Oakhust, 11 St. Andrews Road, Parktown, Johannesburg 2193 PO Box 32035, Braamfontein 2014 Tel: Fax: Email: Website: 011 544 2000 011 484 0862 info@inseta.org.za www.inseta.org.za NQFLevel Qualification TitleQualification Code Qualification Details: FETC: Long-term Insurance49649(S)Level 04 FETC: Short Term Insurance NQF L449929Level 04 FETC: Wealth Management NQF L457917Level 04 National Certificate: Financial Services Management NQF L448640Level 04 National Certificate: Financial Services NQF L248783Level 02 National Certificate: Financial Services NQF L349089Level 03 National Certificate: Wealth Management NQF L557608Level 05 Unit Standard Code Unit Standard Title Unit standard included: NQF Level Collect, analyse, use and communicate numerical data.7451Level 01 Critically analyse how mathematics is used in social, political and economic relations. 7449Level 01 Page 1 of 23
  • 2.
    Ground Floor, NorthWing, Oakhust, 11 St. Andrews Road, Parktown, Johannesburg 2193 PO Box 32035, Braamfontein 2014 Tel: Fax: Email: Website: 011 544 2000 011 484 0862 info@inseta.org.za www.inseta.org.za Demonstrate knowledge and understanding of the individual basic rights and responsibilities under a group retirement fund 12546Level 01 Demonstrate knowledge and understanding of the individual basic rights and responsibilities under a medical scheme 12549Level 01 Describe, represent and interpret mathematical models in different contexts. 7452Level 01 Develop and use keyboard skills to enter text9357Level 01 Working with numbers in various contexts.7447Level 01 Access and use information from texts8963Level 02 Apply basic business ethics in work environment113924Level 02 Apply basic knowledge of statistics and probability in order to investigate life related problems 9009Level 02 Apply the basic skills of customer services114974Level 02 Attend to customer enquiries in the insurance sector.8098Level 02 Behave in a professional manner in a business environment114959Level 02 Contribute to the health, safety and security of a financial services workplace 114957Level 02 Demonstrate ability to use the World Wide Web7573Level 02 Demonstrate knowledge and understanding of the rights and responsibilities of the individual under the south african constitution 11816Level 02 Demonstrate knowledge and understanding of the structures that reinforce and support human rights in south africa 11817Level 02 Demonstrate knowledge of and produce word processing documents using basic functions 7568Level 02 Demonstrate understanding of rational and irrational numbers and number systems. 7480Level 02 Examine the applications of the Basic Conditions of Employment Act and its effect on earnings in own contract 10717Level 02 Examine the costs and benefits of using banking institutions for the managing of personal finances 10716Level 02 Page 2 of 23
  • 3.
    Ground Floor, NorthWing, Oakhust, 11 St. Andrews Road, Parktown, Johannesburg 2193 PO Box 32035, Braamfontein 2014 Tel: Fax: Email: Website: 011 544 2000 011 484 0862 info@inseta.org.za www.inseta.org.za Explain HIV/AIDS and the effects on the insurance industry and workplace, and indicate own role in creating a caring work environment 114961Level 02 Explain how money laundering legislation impacts on monetary transactions in South Africa 113904Level 02 Explain the implications of the FAIS ACT for employees in the financial services organisations 113918Level 02 Identify the types of records required in the financial services industry and indicate why it is necessary to create evidence 114973Level 02 Identify, describe, compare, classify, explore shape and motion in 2-and 3-dimensional shapes in different contexts 9008Level 02 Investigate credit in own circumstances10715Level 02 Investigate the structure of a financial services workplace114962Level 02 Maintain an existing information system in a financial services environment 114971Level 02 Participate effectively in a team or group114936Level 02 Render basic first aid in an office workplace113929Level 02 Use a personal budget to manage own money10718Level 02 Use language and communication in occupational learning programmes 8967Level 02 Use mathematics to investigate and monitor the financial aspects of personal and community life. 7469Level 02 Work with a range of patterns and functions and solve problems9007Level 02 Write for a defined context8964Level 02 Access information in order to respond to client enquiries in a financial services environment 9302Level 03 Accommodate audience and context needs in oral communication8968Level 03 Accommodate audience and context needs in oral/signed communication 119472Level 03 Administer a long term claim117104Level 03 Page 3 of 23
  • 4.
    Ground Floor, NorthWing, Oakhust, 11 St. Andrews Road, Parktown, Johannesburg 2193 PO Box 32035, Braamfontein 2014 Tel: Fax: Email: Website: 011 544 2000 011 484 0862 info@inseta.org.za www.inseta.org.za Administer basic asset related transactions in a Retirement Fund117124Level 03 Administer basic asset related transactions`117108Level 03 Administer basic client related transactions in a Collective Investment Scheme Manager or Linked Investment Service Provider (LISP) 117116Level 03 Administer credit purchase transactions117423Level 03 Administer credit sales transactions117422Level 03 Administer income and reciepts117419Level 03 Administer long term employee benefits and medical scheme membership 117136Level 03 Administer payments and expenses117420Level 03 Apply knowledge of basic accounting priniciples to financial services117111Level 03 Apply knowledge of HIV/AIDS to a specific business sector and a workplace 114941Level 03 Apply knowledge of self and own situation to manage risks resulting from change in the workplace 116966Level 03 Apply knowledge of self and team in order to develop a plan to enhance team performance 13912Level 03 Apply problem-solving techniques to make a decision or solve a problem in a real life context 114952Level 03 Calculate and record value added tax transactions117424Level 03 Coach a team member in order to enhance individual peformance in work environment 113909Level 03 Communicate verbally with clients in a financial environment9303Level 03 Compile reconciliation statements117425Level 03 Conduct a formal meeting13914Level 03 Demonstrate ability to use and interpret texts that apply to the role and responsibilities of Trustees of retirement funds 123417Level 03 Page 4 of 23
  • 5.
    Ground Floor, NorthWing, Oakhust, 11 St. Andrews Road, Parktown, Johannesburg 2193 PO Box 32035, Braamfontein 2014 Tel: Fax: Email: Website: 011 544 2000 011 484 0862 info@inseta.org.za www.inseta.org.za Demonstrate ability to use and interpret texts that apply to the role and responsibilities of trustees of retirement funds 12548Level 03 Demonstrate basic accounting concepts117421Level 03 Demonstrate knowledge and understanding of the role and responsibilities of Trustees of Medical Schemes 123421Level 03 Demonstrate knowledge and understanding of the role and responsibilities of trustees of medical schemes 12550Level 03 Demonstrate knowledge and understanding of the role and responsibilities of Trustees of retirement funds 123420Level 03 Demonstrate knowledge and understanding of the role functions and duties of trustees of retirement funds 12547Level 03 Demonstrate knowledge and understanding the duties of Trustees of retirement funds with regard to death benefits 123419Level 03 Demonstrate techniques for gathering and presenting fieldwork data119894Level 03 Demonstrate understanding of the use of different number bases and measurement units and an awareness of error in the context of relevant calculations 9010Level 03 Describe collective investment schemes243129Level 03 Describe funeral insurance114956Level 03 Describe healthcare cover in South Africa117141Level 03 Describe how to manage workplace relationships114943Level 03 Describe Life Insurance114983Level 03 Describe short term insurance114964Level 03 Describe unit trusts as an investment8990Level 03 Describe, apply, analyse and calculate shape and motion in 2-and 3-dimensional space in different contexts 9013Level 03 Explain aviation insurance117130Level 03 Explain basic economics117132Level 03 Page 5 of 23
  • 6.
    Ground Floor, NorthWing, Oakhust, 11 St. Andrews Road, Parktown, Johannesburg 2193 PO Box 32035, Braamfontein 2014 Tel: Fax: Email: Website: 011 544 2000 011 484 0862 info@inseta.org.za www.inseta.org.za Explain basic transactions in the Unit Trust industry9001Level 03 Explain common transactions in a collective investment scheme portfolio 243135Level 03 Explain healthcare benefits administration in South Africa114972Level 03 Explain how to manage diversity in the workplace114932Level 03 Explain insurance transactions specific to Lloyd's of London117135Level 03 Explain the impact of personal wellness on work performance113907Level 03 Explain the manager's role in identifying and referring vulnerable or at risk employees 114216Level 03 Explain the structure of the financial services industry in south africa113922Level 03 Explain the structure of the financial services industry in South Africa243144Level 03 Explain the types of compulsory statutory insurance in SA114966Level 03 Explain the types of compulsory statutory insurance in South Africa9005Level 03 Identify causes of stress and techniques to manage it in the workplace114946Level 03 Identify possible ways of improving employment prospects10713Level 03 Identify ways of management relationships in own life114945Level 03 Indicate how collective investment scheme portfolios are reported243141Level 03 Indicate how different needs lead to the development of different insurance products 114985Level 03 Indicate how unit trusts are reported9000Level 03 Indicate the scope of life insurance in South Africa117146Level 03 Indicate the scope of short term insurance in South Africa117134Level 03 Page 6 of 23
  • 7.
    Ground Floor, NorthWing, Oakhust, 11 St. Andrews Road, Parktown, Johannesburg 2193 PO Box 32035, Braamfontein 2014 Tel: Fax: Email: Website: 011 544 2000 011 484 0862 info@inseta.org.za www.inseta.org.za Induct a new member into a team13911Level 03 Interpret and use information from texts119457Level 03 Interpret and use information from texts8969Level 03 Interpret current affairs related to a selected business sub sector117125Level 03 Investigate life related problems using data and probabilities9012Level 03 Investigate the need to provide financially for own retirement114960Level 03 Investigate the upside and downside business risk in hand held electronic devices 117128Level 03 Maintain and adapt oral communication8962Level 03 Manage electronic mail in a business environment114984Level 03 Manage own work performance in relation to an organisation's performance management system 117133Level 03 Manage personal expenditure10712Level 03 Manage personal expenditure119915Level 03 Manage risk in own life114970Level 03 Manage time effectively to enhance productivity and enable a balanced lifestyle 117171Level 03 Operate a computer workstation in a business environment114979Level 03 Prepare general ledger accounts and initial trial balance117427Level 03 Research costs associated with marriage, birth, divorce and death in own circumstances 10714Level 03 Research costs associated with marriage, birth, divorce and death in own circumstances 119681Level 03 Research in the history of the Financial Services Industry in South Africa 8986Level 03 Page 7 of 23
  • 8.
    Ground Floor, NorthWing, Oakhust, 11 St. Andrews Road, Parktown, Johannesburg 2193 PO Box 32035, Braamfontein 2014 Tel: Fax: Email: Website: 011 544 2000 011 484 0862 info@inseta.org.za www.inseta.org.za Understand the Petty Cash System117418Level 03 Use a presentation package to produce business documents114980Level 03 Use a spreadsheet package to produce business documents114977Level 03 Use a web browser in a business environment114975Level 03 Use a word processing package to produce business documents114978Level 03 Use an electronic system as a tool in an financial services text113911Level 03 Use langauge and communiction in occupational learning programmes8973Level 03 Use language and communication in occupational learning programmes 119467Level 03 Use mathematics to investigate and monitor the financial aspects of personal, business and national issues. 7456Level 03 Write texts for a range of communicative contexts8970Level 03 Write/present/sign texts for a range of communicative contexts119465Level 03 Analyse current events reported in the media that could impact on wealth management 243133Level 04 Analyse different group retirement products117123Level 04 Analyse healthcare funding in South Africa and the role of intermediaries in the sector 119677Level 04 Analyse new developments reported in the media that could impact on a business sector or industry 13943Level 04 Analyse new developments reported in the media that could impact on Short Term insurance 120019Level 04 Analyse the different products available in the Long-term insurance industry and the benefits of each 119478Level 04 Analyse the Financial Services industry and the role of insurance in a business environment 119679Level 04 Analyse the financial services industry and the role of insurance in a business environment 12168Level 04 Page 8 of 23
  • 9.
    Ground Floor, NorthWing, Oakhust, 11 St. Andrews Road, Parktown, Johannesburg 2193 PO Box 32035, Braamfontein 2014 Tel: Fax: Email: Website: 011 544 2000 011 484 0862 info@inseta.org.za www.inseta.org.za Analyse the impact of weather events on selected regions119904Level 04 Analyse the National Health Policy as a means of providing healthcare for the nation 243156Level 04 Analyse the Pension Funds Act as it applies to the administration of retirement funds 117120Level 04 Analyse the proposed National Health policy as a means of providing health care for a nation 113927Level 04 Analyse the role of group retirement benefits in the insurance industry117122Level 04 Anazlyse new developments reported in the media that could impact on long term insurance 118011Level 04 Apply basic technical knowledge of a light motor vehicle to authorise a claim 120130Level 04 Apply basic technical knowledge of a vehicle to authorise a heavy motor vehicle claim 120126Level 04 Apply comprehension skills to engage oral texts in a business environment 12154Level 04 Apply comprehension skills to engage written texts in a business environment. 12155Level 04 Apply industry knowledge to develop an investment strategy for a group retirement fund 113930Level 04 Apply knowledge and insight into aspexts of the Long Term Insurance Act, Act 52 of 1998 117126Level 04 Apply knowledge and insight into the Short Term Insurance Act (No 53 of 1998) and the accompanying regulations 117121Level 04 Apply knowledge and insight into the statutory cover addorded under the Compensation for Occupational Injuries and Diseases Act, 130 of 1993, as amended (COIDA) 117149Level 04 Apply knowledge insurance of household contents120016Level 04 Apply knowledge of agricultural crop insurance120109Level 04 Apply knowledge of business interruption insurance120120Level 04 Apply knowledge of insurance to the transportation of a consignment of goods 120020Level 04 Apply knowledge of personal accident insurance120022Level 04 Page 9 of 23
  • 10.
    Ground Floor, NorthWing, Oakhust, 11 St. Andrews Road, Parktown, Johannesburg 2193 PO Box 32035, Braamfontein 2014 Tel: Fax: Email: Website: 011 544 2000 011 484 0862 info@inseta.org.za www.inseta.org.za Apply knowledge of personal all risks insurance120011Level 04 Apply knowledge of personal liability insurance120132Level 04 Apply knowledge of public liability insurance120125Level 04 Apply knowledge of Short Term Insurance to reinsurance120136Level 04 Apply knowledge of Short Term Insurance to the All Risks section of a commercial policy 120122Level 04 Apply knowledge of statistics and probability to critically interrogate and effectively communicate findings on life-related problems 9015Level 04 Apply knowledge of the current Medical Schemes Act and the accompanying regulations 117118Level 04 Apply knowledge of the sales cycle in wealth management113921Level 04 Apply Return on Investment (ROI) theory and practice to a business unit 114209Level 04 Apply technical and understanding of business insurance120115Level 04 Apply technical knowledge and skill in order to manage risk in business interruption 14980Level 04 Apply technical knowledge and skill in order to manage risk in emergency planning 13939Level 04 Apply technical knowledge and skill in order to manage risk in occupational health and occupational hygiene 13950Level 04 Apply technical knowledge and skill in order to underwrite professional indemnity insurance 120116Level 04 Apply technical knowledge and skill to align business unit performance to business goals 13949Level 04 Apply technical knowledge and skill to assess an aviation risk120111Level 04 Apply technical knowledge and skill to determine the quantum and validity of a domestic or light motor vehicle claim 120138Level 04 Apply technical knowledge and skill to determine the quantum and validty of an industrial or heavy vehicle claim 120119Level 04 Apply technical knowledge and understanding of business motor insurance 120135Level 04 Page 10 of 23
  • 11.
    Ground Floor, NorthWing, Oakhust, 11 St. Andrews Road, Parktown, Johannesburg 2193 PO Box 32035, Braamfontein 2014 Tel: Fax: Email: Website: 011 544 2000 011 484 0862 info@inseta.org.za www.inseta.org.za Apply technical knowledge and understanding of Contract Works Insurance 120134Level 04 Apply technical knowledge and understanding of fidelity insurance as a means of manageing people related financial risk 120114Level 04 Apply technical knowledge and understanding of hte insurance of wild life, livestock and other animals 120117Level 04 Apply technical knowledge and understanding of insurance in the event of machinery breakdown 120108Level 04 Apply technical knowledge and understanding of the cover provided under a Short Term Multi-Peril Insurance policy 120121Level 04 Apply technical knowledge and understanding of the insurance of timber plantations 120113Level 04 Apply the budget function in a business unit13941Level 04 Apply the law of contract to insurance120128Level 04 Apply the law of contract to insurance14991Level 04 Apply the principles of situational leadership to a business unit13953Level 04 Apply the regulations for disclosure that are required as part of the financial sales process 117129Level 04 Apply the skills of customer care in a specific work environment119676Level 04 Demonstrate a basic understanding of the role of a business strategy in managing a small business or a business unit 13942Level 04 Demonstrate knowledge and application of aviation legislation that impacts on insurance 120006Level 04 Demonstrate knowledge and application of ethical conduct in a business environment 13940Level 04 Demonstrate knowledge and application of ethical conduct in a business environment 242655Level 04 Demonstrate knowledge and application of of the relationships between Life Style Measurements (LSM) and Long-term insurance 119262Level 04 Demonstrate knowledge and application of Sectional Title insurance120018Level 04 Demonstrate knowledge and application of the Value Added Tax Act (VAT), 89 of 1991 as amended as it applies to insurance policies 119682Level 04 Page 11 of 23
  • 12.
    Ground Floor, NorthWing, Oakhust, 11 St. Andrews Road, Parktown, Johannesburg 2193 PO Box 32035, Braamfontein 2014 Tel: Fax: Email: Website: 011 544 2000 011 484 0862 info@inseta.org.za www.inseta.org.za Demonstrate knowledge and insight into legislation relating to marriage, divorce and maintenance as it applies to employee retirement and insurance benefits 10391Level 04 Demonstrate knowledge and insight into provisions relating to Capital Gains Tax (CGT) contained in the Income Tax Act as it applies to insurance and investment 243146Level 04 Demonstrate knowledge and insight into the Capital Gains Tax Legislationas it applies to insurance and investment 12167Level 04 Demonstrate knowledge and insight into the Collective Investment Schemes Act 12166Level 04 Demonstrate knowledge and insight into the Collective Investment Schemes Control Act, 45 of 2002 (CISCA) 243155Level 04 Demonstrate knowledge and insight into the Income Tax Act (58 of 1962 and the accompanying regulations) as amended as it applies to insurance and investment products 14315Level 04 Demonstrate knowledge and insight into the Income Tax Act (58 of 1962 and the accompanying regulations) as amended as it applies to Long-Term insurance and investment products 243132Level 04 Demonstrate knowledge and insight into the Long Term Insurance Act14316Level 04 Demonstrate knowledge and insight into the policyholder protection12332Level 04 Demonstrate knowledge and insight into the Short-term Insurance Act (No53 0f 1998) and the accompanying regulations 10194Level 04 Demonstrate knowledge and insight of the Financial Advisory and Intermediary Services Act (FAIS) (Act 37 of 2002) 12164Level 04 Demonstrate knowledge and skill in order to assess a non-motor claim120137Level 04 Demonstrate knowledge and understanding of engineering insurance14984Level 04 Demonstrate knowledge and understanding of financial interactions of insurers, underwriting managers and intermediaries in short term insurance 120129Level 04 Demonstrate knowledge and understanding of house owners insurance120015Level 04 Demonstrate knowledge and understanding of how the insurance industry responds to different needs in the Group Retirement Benefits Market 10394Level 04 Demonstrate knowledge and understanding of insurable risk14994Level 04 Demonstrate knowledge and understanding of issues of compliance or non-activity that could result in civil or criminal liability in terms of business law 120127Level 04 Page 12 of 23
  • 13.
    Ground Floor, NorthWing, Oakhust, 11 St. Andrews Road, Parktown, Johannesburg 2193 PO Box 32035, Braamfontein 2014 Tel: Fax: Email: Website: 011 544 2000 011 484 0862 info@inseta.org.za www.inseta.org.za Demonstrate knowledge and understanding of of the insurance of pleasure craft 120008Level 04 Demonstrate knowledge and understanding of personal motor insurance 120005Level 04 Demonstrate knowledge and understanding of the Financial Advisory and Intermediary Services Act 2002 (FAIS) (Act 37 of 2002) as it impacts on a specific financial services sub-sector 242584Level 04 Demonstrate knowledge and understanding of the investment strategy of a selected group retirement fund 243145Level 04 Demonstrate knowledge and understanding of the investment strategy of a selected medical scheme 243140Level 04 Demonstrate knowledge and understanding of the occupational health and safety Act 85 of 1993 (OHSA (as amended) and the responsibilities of management in terms of the Act 13951Level 04 Demonstrate knowledge and understanding of the primary legislation that impacts on retirement funds 10393Level 04 Demonstrate knowledge and understanding of the Road Ordinance as it applies to motor insurance 120026Level 04 Demonstrate knowledge and understanding of the sales process in Short Term Insurance 120112Level 04 Demonstrate knowledge and understanding of the scope of transportation insurance 120013Level 04 Demonstrate knowledge and understanding of the scope of travel insurance in South Africa 120012Level 04 Demonstrate knowledge and understanding of the standard insurance cover in terms of NASRIA 120023Level 04 Demonstrate knowledge and understanding of the value added tax act, 89 of 1991 as amended as it applies to insurance policies 10381Level 04 Demonstrate knowledge and understanding of transportation insurance120009Level 04 Demonstrate knowledge and understanding of warranty as a class of insurance 120014Level 04 Demonstrate knowledge of insurable risk120124Level 04 Demonstrate skills and techniques required to build a relationship with a client in a financial services environment 243137Level 04 Demonstrate skills and techniques required to build a relationship with client in a financial services environment 113903Level 04 Describe and apply the basic principles of personal income tax117127Level 04 Page 13 of 23
  • 14.
    Ground Floor, NorthWing, Oakhust, 11 St. Andrews Road, Parktown, Johannesburg 2193 PO Box 32035, Braamfontein 2014 Tel: Fax: Email: Website: 011 544 2000 011 484 0862 info@inseta.org.za www.inseta.org.za Describe and apply the management functions of an organisation.14667Level 04 Describe disability insurance solutions in the context of financial planning 113910Level 04 Describe disability insurance solutions in the context of financial planning 243131Level 04 Describe group insured benefits117137Level 04 Describe issues of compliance or non-activity that could result in civil or criminal liability in terms of business law. 14979Level 04 Describe managed care as it is applied in Medical Scheme Administration in South Africa 118019Level 04 Describe standard insurance cover in terms of SASRIA117117Level 04 Describe the basic principles of personal income tax10389Level 04 Describe the control of fraud in Healthcare Benefits Administration118018Level 04 Describe the control of fraud in Long-term insurance119261Level 04 Describe the main aspects of pre and post retirement funding113931Level 04 Describe the main aspects of pre and post retirement planning243136Level 04 Describe the sales function in a Collective Investment Scheme Manager or Linked Investment Service Provider (Lisp) 243151Level 04 Determine risk exposure in order to manage the risk in a specific situation 15008Level 04 Determine risk exposure in order to manage the risk in a specific situation 242654Level 04 Develop a business plan for a small business10385Level 04 Develop a business plan for small business117241Level 04 Develop a strategy to manage compromised employee wellbeing114208Level 04 Engage in sustained oral communication and evaluate spoken texts8974Level 04 Page 14 of 23
  • 15.
    Ground Floor, NorthWing, Oakhust, 11 St. Andrews Road, Parktown, Johannesburg 2193 PO Box 32035, Braamfontein 2014 Tel: Fax: Email: Website: 011 544 2000 011 484 0862 info@inseta.org.za www.inseta.org.za Engage in sustained oral/signed communication and evaluate spoken/signed texts 119462Level 04 Explain and apply the basic principles of the Estate Duty Act (45 of 1955) 119678Level 04 Explain basic investment principles113916Level 04 Explain basic investment principles243153Level 04 Explain Capital Markets and Capital Market Instruments243142Level 04 Explain credit life insurance119260Level 04 Explain Equity Markets and equity market instruments243148Level 04 Explain fidelity insurance as a means of managing people related financial risk 14987Level 04 Explain fiduciary responsibilities and the associated risks113923Level 04 Explain fiduciary responsibilities and the associated risks243152Level 04 Explain money markets and money market instruments243154Level 04 Explain options for healthcare cover in order to make an informed decision 243138Level 04 Explain South African money laundering legislation and the implications for accountable institutions in transacting with clients 242593Level 04 Explain the application of the Promotion of Access to Information Act, 2 of 2002 and the Electronic Transactions and Communications Act, 25 of 2002, in a business environment 243225Level 04 Explain the application of the Promotion of Access to Information Act, 2 of 2002 and the Electronic Transactions and Communications Act, 25 of 2002, in Wealth Management 113928Level 04 Explain the basic principles of asset management that apply to financial markets and insurance 113917Level 04 Explain the basic principles of asset management that apply to financial markets and insurance 243130Level 04 Explain the cycle of a medical claim118014Level 04 Explain the Financial Intelligence Center Act, 38 of 2001 and the implication of this act for client relations 14506Level 04 Page 15 of 23
  • 16.
    Ground Floor, NorthWing, Oakhust, 11 St. Andrews Road, Parktown, Johannesburg 2193 PO Box 32035, Braamfontein 2014 Tel: Fax: Email: Website: 011 544 2000 011 484 0862 info@inseta.org.za www.inseta.org.za Explain the impact of of organisational wellness on a business environment and indicate a strategy for a business unit 114212Level 04 Explain the implications of climate change for an economic sector119909Level 04 Explain the legislation relating to marriage, divorce and maintenance as it applies to retirement benefits 117131Level 04 Explain the Medicines and Related Substances Control Amendment Act, 59 of 2002, as it impacts on medical schemes 243149Level 04 Explain the Medicines and Related Substances Control Amendment Act, 59 of 2003, as it impacts in medical schemes 113932Level 04 Explain the nature of risk and the risk management process14995Level 04 Explain the options available for post retirement healthcare113919Level 04 Explain the roles of actuaries, underwriters and claims assessors in Long-term insurance 119259Level 04 Explain the scope of the Compensation for Occupational Injuries and Diseases Act 130 of 1993 (COIDA) 117155Level 04 Explain the use of coding in Healthcare Benefits Administration117215Level 04 Explain trade in a global economy119899Level 04 Explaing people-related risks in an organisation14999Level 04 Explore strategies to retain or expand existing business in the insurance/investment industry 14319Level 04 Identify and explain trends and issues in the Long-term insurance market that present an abnormal risk 119264Level 04 Indicate how different needs lead to the development of different investment products 119680Level 04 Interpret basic financial statements10388Level 04 Interpret basic financial statements117156Level 04 Investigate dread disease products and their place in wealth management 113913Level 04 Investigate dread disease products and their place in wealth management 243139Level 04 Page 16 of 23
  • 17.
    Ground Floor, NorthWing, Oakhust, 11 St. Andrews Road, Parktown, Johannesburg 2193 PO Box 32035, Braamfontein 2014 Tel: Fax: Email: Website: 011 544 2000 011 484 0862 info@inseta.org.za www.inseta.org.za Investigate possible funding options for investors exiting a group retirement fund 243150Level 04 Investigate possible funding options for investors exiting a group retirment 113920Level 04 Investigate quality and control mechanisms in a business unit118005Level 04 INvestigate the possibilities of establishing a running a small business enterprise (SMME) 117244Level 04 Investigate the possibilities of establishing and running a small business enterprise (SMME) 10386Level 04 Investigate the range of options available for wealth management113914Level 04 Investigate the range of options available for wealth management243134Level 04 Investigate ways of managing financial risk in own lives10387Level 04 Investigate ways of managing financial risk in own lives117158Level 04 Manage a business offering financial advice119675Level 04 Manage Expenditure against a budget242810Level 04 Manage Risk in own work environment119265Level 04 Manage risk in own work/business environment13954Level 04 Manage the risk in an agricultural entirty120131Level 04 Mentor a colleague to enhance the individual`s knowledge, skills, values and attitudes in a selected career path 114215Level 04 Motivate a team13947Level 04 Negotiate an agreement or deal in an authentic work situation13948Level 04 Outline the structure of the collective investment industry243147Level 04 Process a claim in credit risk insurance14978Level 04 Page 17 of 23
  • 18.
    Ground Floor, NorthWing, Oakhust, 11 St. Andrews Road, Parktown, Johannesburg 2193 PO Box 32035, Braamfontein 2014 Tel: Fax: Email: Website: 011 544 2000 011 484 0862 info@inseta.org.za www.inseta.org.za Process a short term insurance claim120123Level 04 Produce photographic evidence of a collsion120133Level 04 Read, analyse and respond to a variety of texts8975Level 04 Read/view, analyse and respond to a variety of texts119469Level 04 Represent, analyse and calculate shape and motion in 2-and 3-dimentional space in different contexts 9016Level 04 Research the Medical Scheme Administration sub-sector in South Africa 118012Level 04 Underwrite a standard risk in short term commecial insurance120110Level 04 Underwrite a standard risk in short term personal insurance120118Level 04 Use an electronic system to propose a financial solution243143Level 04 Use an electronic system to propose a financial solution.113912Level 04 Use language and communication in occupational learning programmes 119471Level 04 Use language and communication in occupational learning programmes 8979Level 04 Use mathematics to investigate and monitor the financial aspects of personal, business, national and international issues. 7468Level 04 Use the writing process to compose texts required in the business environment 12153Level 04 Write for a wide range of contexts8976Level 04 Write/present/sign for a wide range of contexts119459Level 04 Adapt and verbally communicate financial information to a range of audiences 242614Level 05 Advise Retirment Fund Trustees and Corporates on the structure of a Fund's investments 242578Level 05 Analyse and interpret qualitative and quantitative data from relevant reports in order to make a recommendation or inform a decision for an entity 242559Level 05 Page 18 of 23
  • 19.
    Ground Floor, NorthWing, Oakhust, 11 St. Andrews Road, Parktown, Johannesburg 2193 PO Box 32035, Braamfontein 2014 Tel: Fax: Email: Website: 011 544 2000 011 484 0862 info@inseta.org.za www.inseta.org.za Analyse reports and documents of a retirement fund to ensure governance and manage risk 242617Level 05 Analyse the dynamics of different interactive styles in client relationships 242585Level 05 Analyse the product design/structure of different medical schemes to evaluate the benefits of each scheme 242567Level 05 Analyse the role of international investment in wealth management242563Level 05 Analyse the strategic impact of a successful wellness programme114206Level 05 Apply researched trend to individual financial risk242601Level 05 Apply basic economic principles to the financial services sector230071Level 05 Apply financial knowledge and skill to manage a Trust Fund242605Level 05 Apply insight into the implications of changing financial priorities and attitudes on the value proposition in a financial relationship 242569Level 05 Apply knowledge and skill to explain the application of structured long term insurance portfolios 242590Level 05 Apply knowledge and understanding of captives as a method of alternative risk transfer 242599Level 05 Apply knowledge of estate planning to propose a financial solution for a specific client 242603Level 05 Apply knowledge of the different asset classes in order to give financial advice 242594Level 05 Apply scenario planning to explain potential risk in a specified financial services context 242580Level 05 Apply technical knowledge and insight into how the legislative and regulatory environment impacts on retirement fund benefits for employees 242586Level 05 Apply technical knowledge and insight into property as an investment242576Level 05 Apply technical knowledge and insight into the management of collective investment portfolios 242607Level 05 Apply technical knowledge and insight into the sales and marketing of participatory interest in collective investment scheme portfolios 242560Level 05 Apply technical knowledge and insight to manage the risks inherent in a group scheme 119998Level 05 Page 19 of 23
  • 20.
    Ground Floor, NorthWing, Oakhust, 11 St. Andrews Road, Parktown, Johannesburg 2193 PO Box 32035, Braamfontein 2014 Tel: Fax: Email: Website: 011 544 2000 011 484 0862 info@inseta.org.za www.inseta.org.za Apply technical knowledge and skill to advise an individual on planning for retirement 242613Level 05 Apply technical knowledge and skill to explain how collective investment scheme portfolios are classified 242612Level 05 Apply technical knowledge to explain business risk and possible strategies to finance risk 242608Level 05 Apply the risk management process to investigate alternatives for risk transfer 242602Level 05 Conduct an in depth investigation into the current healthcare sector in South Africa using published data 242575Level 05 Demonstrate knowledge and insight into the changing nature of the financial services industry and its consumers 230075Level 05 Demonstrate knowledge and understanding of risk in a Financial Services environment 119997Level 05 Demonstrate knowledge and understanding of the establishment and ongoing maintenance of a domestic collective investment portfolio 242609Level 05 Demonstrate knowledge and understanding of the financial consequences of a large claim to a client 242615Level 05 Demonstrate knowledge and understanding of the fundamental principles of risk finance in order to propose an insurance solution 242562Level 05 Demonstrate knowledge and understanding of the responsibilities of directors in terms of corporate governance. 242598Level 05 Demostrate insight into current affairs in the Financial Services sector120075Level 05 Describe the financial life cycle of an individual and how this influences financial decisions 230077Level 05 Design a funding mode to make provision for financial consequences of losses in an entity 242583Level 05 Determine the needs and wants of an entity in order to propose an appropriate financial solution 242573Level 05 Develop a set of rules that meets the needs of a retirement fund client and are compliant 242611Level 05 Diagnose and repair vehicle stability, traction and drive control (VSTDC) systems 376623Level 05 Evaluate the effectiveness of the administration function of a retirement fund in order to make an informed decision 242596Level 05 Examine the assets and liabilities from an organisation's financial statements in order to identify risk financing opportunities 242588Level 05 Page 20 of 23
  • 21.
    Ground Floor, NorthWing, Oakhust, 11 St. Andrews Road, Parktown, Johannesburg 2193 PO Box 32035, Braamfontein 2014 Tel: Fax: Email: Website: 011 544 2000 011 484 0862 info@inseta.org.za www.inseta.org.za Explain the basic principles of enterprise wide risk management242618Level 05 Investigate industry initiatives to quality control medical providers242570Level 05 Manage cost in a specific case with due regard for quality242565Level 05 Manage the relationship between an intermediary and a Long Term insurer 242558Level 05 Objectively evaluate the criteria that materially affect the performance of a medical scheme and its administration 242616Level 05 Present a proposal to optimise the tax aspects of the wealth management of an entity 242574Level 05 Present an informed argument on a current issue in a business sector230070Level 05 Research information in orer to assist in conducting a financial risk assessment 242554Level 05 Research the incidence, quantity and severity of an occurence in order to uncover a trend and anticipate a financial risk 242581Level 05 Research the influence of culture and diversity on attitudes to creating and managing wealth 242566Level 05 Analyse the implications of current and/or proposed reform for the Retirement Fund/Medical Scheme sub sector in order to formulate a possible response 242579Level 06 Analyse the implications of the South African Government's National Health Policy and the potential impact on medical schemes 242582Level 06 Apply knowledge and insight of the medical scheme environment to evaluate risk in a selected medical scheme 242568Level 06 Apply knowledge and insight of the role of alternatove investments in wealth management 242595Level 06 Apply knowledge and insight to advise on the composition of a financial portfolio 242619Level 06 Apply knowledge and insight to structure and implement a retirement fund for an organisation 242564Level 06 Apply knowledge of business insurance to propose a Long Term financial solution for a business entity 242589Level 06 Apply knowledge of estate planning to propose a financial solution for a high net worth client 242592Level 06 Apply knowledge of health economics to make an informed decision242571Level 06 Page 21 of 23
  • 22.
    Ground Floor, NorthWing, Oakhust, 11 St. Andrews Road, Parktown, Johannesburg 2193 PO Box 32035, Braamfontein 2014 Tel: Fax: Email: Website: 011 544 2000 011 484 0862 info@inseta.org.za www.inseta.org.za Apply knowledge of investment to hedge funds242577Level 06 Apply knowledge of macro economic trends and indices to evaluate the potential effect on a selected portfolio 242587Level 06 Apply knowledge of the unique estate panning needs of farm owners to provide a financial plan for a farm owner 242591Level 06 Apply technical knowledge and skill to advise business entities on insurance and group retirement benefits 242597Level 06 Apply the principles of ethics to a business environment230078Level 06 Calculate the taxation of lump-sum benefits13030Level 06 Calculate the taxation of persons other than companies13026Level 06 Demonstrate insight into how the South African Constitution impacts on the financial services industry 230074Level 06 Demonstrate knowledge and insight into offshore legislation in the South African investment environment 242556Level 06 Demonstrate knowledge and insight into the valuation of retirement funds 242600Level 06 Develop a potential wealth preservation solution for an entity242555Level 06 Devise a marketing strategy for a selected target market242604Level 06 Discuss current trends in investment portfolio management242606Level 06 Evaluate the current and future financial position of an entity242561Level 06 Evaluate the relevant performance of a Fund/Portfolio Manager242572Level 06 Explain how the life cycle of a business entity affects investments and insurance decisions 230073Level 06 Investigate issues of governance that impact on the different role players in a selected sub-sector 242610Level 06 Research theories of behavioural economics and behavioural finance to explain the influence of emotion on financial decisions 242557Level 06 Page 22 of 23
  • 23.
    Ground Floor, NorthWing, Oakhust, 11 St. Andrews Road, Parktown, Johannesburg 2193 PO Box 32035, Braamfontein 2014 Tel: Fax: Email: Website: 011 544 2000 011 484 0862 info@inseta.org.za www.inseta.org.za Please ensure that application for re-registration are submitted at least 3 months prior to registration end date to allow sufficient time for ETQA evaluations ETQA Manager Tumi Peele Page 23 of 23