This curriculum vitae summarizes the qualifications and experience of Tshoarelano Tshepiso Chantell Lesuthu. She has a Grade 12 certificate from 2013 and an NQF Level 4 qualification in Short Term Insurance from 2016. She has worked as a Financial Advisor at Financial Foundry since 2015, where her duties include advising clients, researching products, and securing sales. She lists three references from her manager, coordinator, and facilitator. The CV is accompanied by a statement of credits verification showing she has 160 credits competent in, including core, fundamental, and elective unit standards related to Short Term Insurance at NQF Level 4.

1. Curriculum
Vitae of
Tshoarelano
Tshepiso
Chantell
Lesuthu

2. Personal Details
Names :Tshoarelano Tshepiso Chantell
Surname :Lesuthu
ID Number :951215 02 07 08 7
Gender :Female
Address :5170 Manotshe Street
Kagiso 2
1754
Contact No. :0717886784
Email address :tshepisolesuthu@gmail.com
Citizenship :South African
Marital Status :Single
Criminal Record :None

3. Educational Background
Highest Grade Passed :Grade 12
Year :2013
Name of School :Mosupatsela Secondary School
Subjects :Sesotho
:English
:Mathematics
:Accounting
:Business Studies
:Economics
:Life Orientation
Institution :License to Skill
Qualification :NQF Level 4 Short term
Insurance(personal lines)
Year :2016

4. Employment History
Company name :Financial Foundry
Position Held :Financial advisor
Period :October 2015‐To date
Duties :1.To provide clients with advise
Based on financial matters,
Making recommendations on
Ways to best utilise their
Money.
The role involves researching
The market place and advising
Clients on products and services
Ensuring they are aware of and
And understand those that best
Meet their needs and then
Securing a sale.
2.Specialising in particular
Products depending on the

5. Client e.g selling life cover
Disability cover and trauma
Cover
References
Name :Brad McMahon
Contact :0728031821
Relationship :Manager
Name :Mike Mgodeli
Contact :0844481987
Relationship :Coordinator
Name :Lethabo Neluheni
Contact :0712947411
Relationship :Facilitator

7. Statement of Credits Verification Date: 14 April 2016
UNIT ID UNIT STANDARD TITLE LEVEL CREDITS
Core Unit Standards
13940 Demonstrate knowledge and application of ethical conduct in a business environment 4 4
113911 Use an electronic system as a tool in a financial services context 3 2
114943 Describe how to manage workplace relationships 3 2
114985 Indicate how different needs lead to the development of different Financial Service products 3 4
117117 Describe standard insurance cover in terms of SASRIA 4 4
117133 Manage own work performance in relation to an organisation's performance management system 3 2
119265 Manage risk in own work environment 4 2
119676 Apply the skills of customer care in a specific work environment 4 4
120005 Demonstrate knowledge and understanding of personal motor insurance 4 4
120019 Analyse new developments reported in the media that could impact on Short Term insurance 4 10
120121 Apply technical knowledge and understanding of the cover provided under a Short Term Multi-Peril Insurance policy 4 5
120124 Demonstrate knowledge of insurable risk 4 3
120127 Demonstrate knowledge and understanding of issues of compliance or non-activity that could result in civil or criminal liability in terms of business law 4 2
120128 Apply the law of contract to insurance 4 3
Fundamental Unit Standards
7468 Use mathematics to investigate and monitor the financial aspects of personal, business, national and international issues 4 6
8968 Accommodate audience and context needs in oral communication 3 5
8969 Interpret and use information from texts 3 5
8970 Write texts for a range of communicative contexts 3 5
8973 Use language and communication in occupational learning programmes 3 5
8974 Engage in sustained oral communication and evaluate spoken texts 4 5
8975 Read analyse and respond to a variety of texts 4 5
8976 Write for a wide range of contexts 4 5
8979 Use language and communication in occupational learning programmes 4 5
9015 Apply knowledge of statistics and probability to critically interrogate and effectively communicate findings on life related problems 4 6
9016 Represent analyse and calculate shape and motion in 2-and 3-dimensional space in different contexts 4 4
117127 Describe and apply the basic principles of personal income tax 4 3
117156 Interpret basic financial statements 4 4
117158 Investigate ways of managing financial risk in own lives 4 5
Elective Unit Standards
9302 Access information in order to respond to client enquiries in a financial services environment 3 2
9303 Communicate verbally with clients in a financial environment 3 3
12155 Apply comprehension skills to engage written texts in a business environment 4 5
12164 Demonstrate knowledge and insight of the Financial Advisory and Intermediary Services Act (FAIS) (Act 37 of 2002) 4 2
113903 Demonstrate skills and techniques required to build a relationship with a client in a financial services environment 4 3
114970 Manage risk in own life 3 3
117129 Apply the regulations for disclosure that are required as part of the financial sales process 4 2
120011 Apply knowledge of personal all risks insurance 4 2
120015 Demonstrate knowledge and understanding of house owners insurance 4 3
120016 Apply knowledge insurance of household contents 4 4
120112 Demonstrate knowledge and understanding of the sales process in Short Term insurance 4 3
120118 Underwrite a standard risk in short term personal insurance 4 6
120123 Process a short term insurance claim 4 3
Total Number of credits competent in: 160
Ian RoodeRené Nel
Date issued: 14/04/2016
Tshepiso Lesuthu
ID No: 951215 0207 087
Further Education and Training Certificate: Short Term Insurance
SAQA ID: 66610, NQF Level 4 Minimum Course Credits: 150
t : 012665 3465
c : 083407 5911
e : rene@learninsurance.co.za
a : 31 Atlantic Drive, Bluewater Estate,
Kommetjie, Western Cape
p : P O Box 48424, Kommetjie, 7976 CK2008/099603/23
INSETA Accreditation no 130127
www.learninsurance.co.za
Certificate No.
LTS 3706