What's Happening?

Facebook Twitter Youtube Linkedin

NEED HELP? QUESTIONS@FIA.ORG.ZA

become A FIA member TODAY
member login

New CPD section on the FIA website

ARTICLE BY

  • FIA

SHARE THIS POST

At the FIA, we understand the importance of Continuous Professional Development (CPD) for our members. We believe that with the correct knowledge and understanding of the needs of the end client, and being up to date with developments in the market in general, our intermediaries will be able to provide a more holistic solution.

To assist our members to meet their obligations in this regard, we have made arrangements with a number of services providers, to offer online CPD training to our members, at discounted rates.

While this has been available for some time, we have recognised the need for an update to our website to better facilitate the accessibility of the learning experience for our members.

The enhancements to the website provide for a quick overview of what each of the suppliers offers, in an easy to read format. This can be found on the in the menu of the home page, and you do not need to be logged into the Members’ Lounge.

In the Members’ Lounge, we have provided the same information as well as including the specific discounted rates for FIA members, with the link to the supplier to obtain this discount.

Our CPD members notice have also been made more accessible and contain important information about the CPD requirements that must be adhered to in order to remain competent

 

BLACK ONYX

THE CPD HUB is powered by BLACK ONYX and accredited by the FPI and IOBSA, offering a unique digital CPD service focussed on INVESTING & REGULATION offering FIA members 20+ CPD hours for the following areas: 

  • Short-term and Long-term Deposits
  • Structured Deposits
  • Investments (and all 9 subclasses)
  • Forex Investments
  • Asset Management
  • Ethics & Practice Standards

FPI Centre for Professional Development

The FPI Centre have agreed to allow FIA members to participate in FPI CPD activities at the same rate as FPI members.  There are a variety of offers within the FPI framework from online activities to face to face events. These events span the insurance classes of:

  • Long-Term Insurance,
  • Health Benefits,
  • Deposits, and
  • Investments

Integrity Academy

This esteemed partner is an Accredited training provider and carries CPD recognition with the IISA and FPI for various online modules.  A discounted rate has been offered to FIA members for which a discount coupon is granted upon verification of FIA membership. The CPD offering includes all nine classes of business.

In addition to CPD modules, Integrity Academy also offers a range of other training ranging from Class of Business to soft skills.

Moonstone Business School of Excellence (MBSE)

MBSE offer a variety of CPD and other modules via an online platform which are approved by the FPI for CPD purposes.

The MBSE offering spans the full range of insurance classes as listed by the FSCA.  Companies who are able to register more than 100 modules can qualify for a further discounted price per module, details of which are on the MBSE website on the CPD page.

The Indwe Learning Academy (Coming soon)

The Indwe Learning Academy is an accredited training provider (INSETA/QCTO) that aims to provide classroom-based facilitated training for 30 learners on average per month for CPD. They also offer product specific training and class of business training in the short-term insurance space.  

The Indwe e-learning portal aims to deliver and manage soft-skills programs, CPD, Product Specific and Class of Business training on an ongoing basis.

  The Indwe Learning CPD Library:

  • Introduction to Insurance
  • Business Interruption
  • General Liability
  • Motor Insurance
  • Non-motor Insurance
  • Claims Handling
  • Personal Accident & Road Accident Fund
  • Short term insurance
  • Marine Insurance
  • Customer Service
  • Essential Selling Skills
  • Employee and Professional Development
  • Financial Management
  • Human Resources
  • Leadership and Management
  • Negotiation Skills

Indwe has over 70 courses to choose from for CPD. They are able to customize your training requirements and develop content to meet unique requirements at an additional cost on request.

Santam

CPD content provided on this platform includes:

  • Insurance technical content focusing on Short Term Insurance Personal, Commercial and Specialist categories;
  • Legislative updates, skills 2030 and business processes

The platform also offers product specific training on Santam’s range of short-term insurance products.

There are well over 18 hours of CPD content available within the Santam suite allowing for user choice and suitability.

The Santam portal is managed by The FAIS Exchange system and a link is included on the FIA webpage for easy access. FIA members will need to register per person on the system which provides a username and password.

Subscriber Terms and Conditions

  1. APPLICATION OF TERMS
    • These terms and conditions (“Subscriber Terms”) apply to the subscription by any qualifying member of the South African Underwriting Managers Association NPC (“SAUMA”) to the services and benefits offered by FIA Services (Pty) Ltd (“FIA Services”) under the SAUMA affiliation arrangement (“Subscription”).

  2. NATURE OF SUBSCRIPTION
    • A Subscription under this arrangement:
      • does not constitute membership of FIA NPC;
      • does not confer any voting rights or governance participation in FIA NPC; and
      • is governed solely by the contractual relationship between the Subscriber and FIA Services.

  1. ELIGIBILITY
    • To qualify for the Subscription, the applicant must, at the time of application, be a current paid-up member of SAUMA.
    • FIA Services will verify the applicant’s SAUMA membership status with SAUMA prior to activation, and may re-verify such status periodically.
    • If a Subscriber ceases to be a paid-up member of SAUMA, the Subscription will correspondingly be terminated.
    • Applicants are required to authorise FIA Services to confirm their SAUMA membership status with SAUMA as part of the application process.

  1. SERVICES
    • The Subscription entitles the Subscriber to the following benefits:
      • Complimentary access to the FIA CPD Platform;
      • Complimentary access to the FIA Insight Magazine (digital edition);
      • Advertising opportunities on FIA platforms at a discounted rate of 15% (fifteen percent) off the prevailing published rates; and
      • Invitations to attend FIA Technical Webinars annually.
    • FIA Services reserves the right to update, vary or substitute the Services from time to time, provided that the overall value and nature of the benefits remain materially the same.

  1. FEES AND PAYMENT
    • The monthly subscription fee is R260.00 (two hundred and sixty rand) for up to seven registered individuals (Key Individuals and Representatives), and R36.00 (thirty-six rand) per additional registered individual thereafter, excluding VAT.
    • The Subscriber shall provide FIA Services with the required details of each individual to be registered under the Subscription for the purposes of activation and billing.
    • All fees are exclusive of VAT, which shall be charged at the prevailing statutory rate.
    • Subscription fees are reviewed annually in March and may be adjusted with effect from 1 April.
    • Any changes to the Subscription, including but not limited to the number of Representatives and Key Individuals registered under the Subscription, may only be effected once annually during the annual review period in March of each year, with such changes taking effect from 1 April.
    • Subscription fees shall be billed monthly in arrears, unless the Subscriber elects an annual billing cycle at the time of application.
    • The Subscriber shall ensure that all billing information (including contact details, authorised signatories and bank account details) is kept accurate and up to date.
    • Non-payment of subscription fees may result in suspension of access to the Services until such fees are brought up to date.
    • The Subscriber acknowledges and agrees that all subscription fees payable under these Subscriber Terms may be collected by way of debit order, which shall be processed by the holding company, FIA NPC (The Financial Intermediary Association of South Africa), on behalf of FIA Services. Payment to FIA NPC shall be deemed to constitute valid and sufficient discharge of the Subscriber’s payment obligations to FIA Services under these Subscriber Terms.

  1. ONBOARDING
    • Onboarding will be conducted as a Subscription with FIA Services under the SAUMA affiliation arrangement.
    • Onboarding will not confer FIA NPC membership status or any associated rights.
    • Onboarding is conditional on confirmation of the Subscriber’s current SAUMA membership at the time of application

  1. DATA PROTECTION
    • FIA Services will process all personal information in accordance with the Protection of Personal Information Act 4 of 2013 (POPIA) as set out in our POPIA policies.
    • By subscribing, the Subscriber authorises FIA Services to confirm their SAUMA membership status with SAUMA and to process personal information for the purposes of fulfilling the Subscription.

  1. TERMINATION
    • The Subscriber may terminate the Subscription by giving FIA Services one calendar month’s written notice.
    • FIA Services may terminate the Subscription on one calendar month’s written notice, or immediately if the Subscriber breaches these Subscriber Terms and fails to remedy such breach within 14 (fourteen) days of receiving written notice.
    • Termination of the SAUMA–FIA Services affiliation agreement shall not automatically terminate these Subscriber Terms.
    • Termination by the Subscriber shall not relieve the Subscriber of liability for any subscription fees accrued up to the effective date of termination.
    • FIA Services may suspend or terminate the Subscription with immediate effect in the event of non-payment of fees by the Subscriber.

  1. GENERAL
    • These Subscriber Terms are governed by the laws of the Republic of South Africa.
    • Any disputes arising under these Subscriber Terms shall be dealt with in accordance with the dispute resolution provisions contained in the FIA NPC membership terms and conditions, as modified to reflect that the contractual relationship is with FIA Services.
    • Any notices required under these Subscriber Terms may be validly delivered by email to the addresses provided in the Subscriber’s application form, and such notices shall be deemed received on the day of transmission if sent during business hours.
    • The Subscriber may not assign, cede or transfer any of its rights or obligations under these Subscriber Terms without the prior written consent of FIA Services.
    • No variation of these Subscriber Terms shall be of any force or effect unless reduced to writing and signed by both FIA Services and the Subscriber.