Class of Business - COB

Class of Business - A requirement when you are working under Supervision - for the Categories that you are under supervision for.

Photos from Class of Business - COB's post 21/06/2023
15/05/2023

Continuous Professional Development - CPD - Financial Services Industry
Please ensure that you register for our 18-hour CPD Package, not later than Wednesday, 17 May 2023, to give you sufficient time to complete your CPD before the 31 May 2023 cut-off. 1 June 2023, the NEW Cycle starts. If you missed it, you might be debarred.

24/01/2023
02/01/2023

We are back at the office, tomorrow, 3rd January 2023. Waiting to be of service.

22/11/2022

Wow! Registrations are now open for 2023!

23/09/2022

If you need a splash of colour in your life. See our BRAND NEW home page.
https://integrityacademy.co.za/

07/01/2022

Set Effective Goals for 2022.
Happy New Year from everyone at Integrity Academy!
This time of year is an excellent opportunity to reflect on your professional goals and set your objectives for the upcoming year.
Have you considered the best ways to set goals strategically? It will give you more clarity on the steps you need to take to meet them.
Below is our guide to effectively setting your 2022 goals.
The Four Ps of Goal Setting
It would be best if you had goals to get things done. However, not every plan is effective. The way you set and clarify your goals can reflect how and if you can meet them. It is important to remember the Four P’s of goal setting when establishing goals. These are:
Positive - When you are creating goals, ensure they are positive. Focus on what you want to achieve rather than what you want to avoid. For example, write, “I will get a promotion.” rather than “I will no longer work at my current job.” Staying focused on the positive will help improve your outlook and remove any negativity. It puts you in a better mindset for success. When creating positive goals, remember to be as specific as possible.
Personal - Goals should reflect your dreams and desires. If they are not personal, they are ineffective. Your goals should be about you and only you. For example, “My boss will appreciate me.” is an ineffective goal because it is not about you. It is possible to be an outstanding employee and still be unappreciated. A better goal would be, “I will find a supervisory position where I am appreciated for my talent.” If your goals are not personal, you will never achieve them. Making goals personal places the responsibility on you; other people do not determine when you reach your goals.
Possible - Creating impossible goals will set you up for failure and disappointment. Creating possible goals requires honesty. Some goals may require continued education or experience to achieve, while others will remain out of reach. You need to assess your talents and determine what you can achieve. Once you have determined which goals are possible, success will be within reach.
Prioritised - If you were to brainstorm your goals, it could become overwhelming, but listing and prioritising them may help you eliminate any that may be out of reach. Begin by numerically ranking your goals and choosing the five most important goals to you. Choose your goals based on what you’re passionate about to build motivation. Go to www.integrityacademy.co.za
for the best part (crux) at Publications.

Integrity Academy - Home 03/01/2022

Set Effective Goals for 2022.

Happy New Year from everyone at Integrity Academy!

This time of year is an excellent opportunity to reflect on your professional goals and set your objectives for the upcoming year.

Have you considered the best ways to set goals strategically? It will give you more clarity on the steps you need to take to meet them.

Below is our guide to effectively setting your 2022 goals.

The Four Ps of Goal Setting

It would be best if you had goals to get things done. However, not every plan is effective. The way you set and clarify your goals can reflect how and if you can meet them. It is important to remember the Four P’s of goal setting when establishing goals. These are:

Positive - When you are creating goals, ensure they are positive. Focus on what you want to achieve rather than what you want to avoid. For example, write, “I will get a promotion.” rather than “I will no longer work at my current job.” Staying focused on the positive will help improve your outlook and remove any negativity. It puts you in a better mindset for success. When creating positive goals, remember to be as specific as possible.

Personal - Goals should reflect your dreams and desires. If they are not personal, they are ineffective. Your goals should be about you and only you. For example, “My boss will appreciate me.” is an ineffective goal because it is not about you. It is possible to be an outstanding employee and still be unappreciated. A better goal would be, “I will find a supervisory position where I am appreciated for my talent.” If your goals are not personal, you will never achieve them. Making goals personal places the responsibility on you; other people do not determine when you reach your goals.

Possible - Creating impossible goals will set you up for failure and disappointment. Creating possible goals requires honesty. Some goals may require continued education or experience to achieve, while others will remain out of reach. You need to assess your talents and determine what you can achieve. Once you have determined which goals are possible, success will be within reach.

Prioritised - If you were to brainstorm your goals, it could become overwhelming, but listing and prioritising them may help you eliminate any that may be out of reach. Begin by numerically ranking your goals and choosing the five most important goals to you. Choose your goals based on what you’re passionate about to build motivation.

Smart Goals - go to Publications at Integrity Academy for the full article. www.integrityacademy.co.za

#2022

Integrity Academy - Home Accredited Qualifications, RE 1 and RE 5 Support, CPD, Class of business, skills development workshops

30/11/2021

Fit and Proper Timeline

30/11/2021

https://integrityacademy.co.za/index.php/qual-cour/class-of-business/cob6-2022 -of-business-class-6-structured-deposits

30/11/2021

https://integrityacademy.co.za/index.php/qual-cour/class-of-business/cob1-2022 -of-business-class-1-short-term-personal-lines

30/11/2021

List of COB training:

• Class 1: Short-Term Insurance: Personal Lines
• Class 2: Short-Term Insurance: Commercial Lines
• Class 3: Long Term insurance
• Sub-class 3.1: Assistance Policy
• Class 4: Pension Fund Benefits
• Class 5: Short-Term and Long-Term Deposits
• Class 6: Structures Deposits
• Class 7: Investments (Basic, advanced and Collective)
• Class 9: Health Services Benefits

Notes :
The Material is in PDF Format, It can be downloaded.
The exams are online and TIMED, be sure to have no distractions whatsoever.
Be sure that you are using a stable Internet connection.
You will have 2 exam attempts, where after if failed, additional attempts can be purchased at R315 per attempt.
The Pass mark is 65%.
Once you passed your exam, you can immediately download the Certificate from the same page as where your Study material is shown – Just scroll down.

30/11/2021

Getting Started with Class Of Business!

https://integrityacademy.co.za/index.php/qual-cour/class-of-business

21/10/2021

Class of Business Training! R575.00 per class!

https://integrityacademy.co.za/index.php/qual-cour/technical/cpd2021/cfp-cpd-21

List of COB training:
• Class 1: Short-Term Insurance: Personal Lines
• Class 2: Short-Term Insurance: Commercial Lines
• Class 3: Long Term insurance
• Sub-class 3.1: Assistance Policy
• Class 4: Pension Fund Benefits
• Class 5: Short-Term and Long-Term Deposits
• Class 6: Structures Deposits
• Class 7: Investments (Basic, advanced and Collective)
• Class 9: Health Services Benefits

Integrity Academy - CFP CPD subscription Integrity Academy 2020/21 Accredited Qualifications, RE 1 and RE 5 Support, CPD, Class of business, skills development workshops

Integrity Academy - Home 13/10/2021

Integrity Academy - Home Accredited Qualifications, RE 1 and RE 5 Support, CPD, Class of business, skills development workshops

29/09/2021

NQF Level 6 Qualification
www.integrityacademy.co.za

The Occupational Certificate: Financial Advisor: NQF Level 6, with SAQA Code 105026, is listed on the FAIS Notice 55 of 2021 as one of the NEW Qualifications approved by the FSCA. This qualification consists of four sub-qualifications. The Occupational Certificate: Investment Advisor: NQF Level 6, with SAQA Code 105021, is the following qualification you can do once you have completed your National Certificate: Wealth Management: NQF Level 5.Please get in touch with us. Tel 012-3481098 or [email protected]

29/09/2021

Do you struggle to pass your RE1/RE5/RE3 exams. We have the solution!

RE5/RE1/RE3
Our VIRTUAL ONLINE workshops are such a hit that more than 1 500 students have used this facility since April 2020, and 94% plus passed their Regulatory Exams the FIRST time.

Please get in touch with us. Tel 012-3481098 or [email protected]

www.integrityacademy.co.za

29/09/2021

NQF Level 5 Short-Term Insurance
After numerous requests, we have added the National Certificate in Short-Term Insurance: NQF Level 5, with SAQA Code 57918 and listed on the FAIS Notice 55 of 2021 and approved by the FSCA for licence purposes. You can now enrol for it immediately. If you have completed the FETC: Short-Term Insurance: NQF Level 4 qualification, this will be your next step up the ladder.

NQF Level 5 Insurance Underwriter
If you have dreamt of becoming an Insurance Underwriter, here is your opportunity. With SAQA Code 91784, this qualification listed on the FAIS Notice 55 of 2021 is one of the NEW qualifications available to pursue. It falls under critical skills and is an industry where you can expand your ability in either the Short-Term Insurance, Medical Scheme or Life Assurance Underwriting environment.

RE5/RE1/RE3
Our VIRTUAL ONLINE workshops are such a hit that more than 1 500 students have used this facility since April 2020, and 94% plus passed their Regulatory Exams the FIRST time.

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Wow! Registrations are now open for 2023!

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Pretoria
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Opening Hours

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Thursday 08:00 - 17:00
Friday 08:00 - 17:00

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