Programme: National Credit Act Half day workshop and IOB exam

Programme: National Credit Act Half day workshop          and IOB exam

1- DAY PROGRAMME

The banking and motor vehicle industry is required to be compliant with the National Credit Act (NCA).

The National Credit Act and its impact on your Business Legislation defines the space in which markets for goods and services develop. The Usury Act Exemption Notice created an environment in which large numbers of poorer people gained access to credit. That proved to be good for some consumers, and less good for others. It also created an environment in which consumers and microfinance companies could flourish when it was properly managed. The National Credit Act has defined the market space, and its impact on many institutions will be significant.  Markets will change, competitors will change, practices will change and the players will have to become more professional. The aim of this training is to alert financiers to what they will have to consider
if they are to succeed.

2019 Workshop & IOB Exam Dates

18 February 2019 NCA workshop and IOB exam
18 March 2019 NCA workshop and IOB exam
20 May 2019 NCA workshop and IOB exam
17 June 2019 NCA workshop and IOB exam
21 July 2019 NCA workshop and IOB exam
21 August 2019 NCA workshop and IOB exam
16 September 2019 NCA workshop and IOB exam
21 October 2019 NCA workshop and IOB exam
11 November 2019 NCA workshop and IOB exam
7 December 2019 NCA workshop and IOB exam

Enrol now to book your seat

You will receive your material one week ahead of the workshop for your preparation. T’s&C’s.

Venue: Intelligo Solutions, Rivonia

Call us on 011 234 6251 -sales@intelligosolutions.com for your enrolment form to book your seat.

Minimum 6 students
Maximum 12 students

Skills Development achieving Business Solutions

The programmes offered at Intelligo can be selected as full qualifications for Learnerships or skills programmes subject to the SETA policies. 

Implementation of Learnerships will enable a company to apply for a tax rebate (Section 12.H of Income Tax Act).

If Learnerships do not suit your business needs? Have you considered skills programmes leading to a full qualification or a skills programme to meet the skills set required?

SERVICES Set skills programmes are required to be a minimum of 25 to 60 credits and FASSET no set number of credits.

Skills Development Services (SDF)

Services are a legislated requirement which will allow your business to apply for learning and development grants based on the amount of skills development levy (tax) paid. 

SDF services can assist your company to improve BBBEE Score Card performance. 

For more information call us on 011 234 6251 or email: sales@intelligosolutions.com

2019 Work Readiness Unit Standard Skills Programme

Work Readiness Skills Programme

The Workplace Readiness programme is a registered Skills Programme with INSETA.

The work place readiness program has been designed to assist learners in becoming workplace ready in eight workplace fundamental requirements, namely:

Ethics and Conflicts of Interest

Workplace ethics are codes of conduct that influence the development of an ethical culture within the workplace

Workplace Etiquette and Relationships 

Workplace etiquette is a code that governs the expectations of social behaviour in a workplace. This code is put in place to "respect and protect time, people, and processes"

Time Management

Time management is the process of organizing and planning how to divide your time between specific activities. Good time management enables you to work smarter – not harder. 

Customer Care

Analysing information in order to provide customer service.

Workplace performance

Evaluating own work performance and behaviour in relation to the requirements of a specific position.

Computer Literacy Awareness

The topics of learning covered in this section include:

1.   Hardware and Software

2.   How to operate a computer

3.   Types of Microsoft Office applications used on a computer

Financial Awareness and Self Budgeting

Understand the financial risk that can impact on their own lives and make decisions to reduce the effect of that risk.

Learners who achieve this unit standard are able to interpret an income and expenditure statement and use information in the statement to make a financial decision

Communication Skills

Communication skills can be defined as the ability to convey information to another effectively and efficiently.

Each component of learning is designed to assist in the development of skills set for an unemployed to enable the learner to integrate into the workplace environment with the necessary skills.

Methods of learning:  Classroom or Blended eLearning

CONTACT US on 011 234 6251 or email sales@intelligosolutions.com.

2019 Insurance Industry eLearning (online) QUALIFICATIONS

2019 eLearning (online) QUALIFICATIONS

• FETC:Short Term Insurance ID 66610 Level 4 Elearning
• FETC:Long Term Insurance ID 49649 Level 4 Elearning
• FETC:Wealth Management ID 66613 Level 4 Elearning
• FETC:Retail Insurance ID 66609 Level 4 Elearning
• National Certificate:Wealth Management ID 66611 Level 5 Elearning

2019 INVESTMENT

Level 4 qualifications – **R650.00 + vat per unit standard

Level 5 qualifications – **R700.00 + vat per unit standard

Individual coaching – R650.00 + vat per hour

** includes 1^st assessment and moderation per unit standard.

SEMESTERS

1 January 2019 – 31 March 2019

1 April 2019 – 30 June 2019

1 July 2019 – 31 September 2019

1 October 2019 – 31 December 2019


CONTACT US on 011 234 6251 or email sales@intelligosolutions.com

FETC: RETAIL INSURANCE ID 49835/66609 LEVEL 4 QUALIFICATION

2019 WORKSHOP DATES for Module 1 and 2

2- DAY PROGRAMME

The 2-day programme per module is an extension of the Introduction to Finance and Insurance course or the commencement of the FETC: Retail Insurance qualification programme with classroom attendance.

Each module will be facilitated over a period of 2-days, additional support days are the 1-day Portfolio Building and submission and on achievement of competency of each module, a ½ day summative assessment preparation to prepare the student for a closed book summative assessment.

The student will complete the balance of the qualification via distance self-study eLearning or paper based with the option to select one on one coaching at an hourly rate.

Programme

Module 1A (5unit standards – 13credits Legislation, Regulatory Framework, Ethics)

Module 1B (5unit standards – 13credits Life Insurance, Credit Life, Manage Risk, Manage own performance)Module 2A (5unit standards – 22credits Manage time, Customer Care, Short Term Insurance)Module 2B (5unit standards – 15credits Law of contract, Personal accident insurance, Personal Motor, Warranty, SASRIA)

2019 Workshop Date

Workshop	POE building	Summative Preparation
5,6 February 2019 Modle 1a Workshop	4 March	8 April
5,6 March 2019 Modle 1b Workshop	9 April	13 May
20,21 May 2019 Modle 2a Workshop	21 June	29 July
5,6 August 2019 Modle 2b Workshop	6 September	7 October

Enrol NOW

CALL 011 234 6251

Venue: Intelligo Solutions, Rivonia

Email Sales sales@intelligosolutions.com

For your quote and enrolment form for classroom or eLearning studies.

Minimum 6 students

Maximum 12 students

Also available as eLearning at R650.00+vat per unit standard. This method of learning is distance self study with tutor assitance at R650.00 + vat per hour.

FAIS FIT & PROPER ELEARNING 2019 : CPD • POINTS

Reference:  

David: "Ive done the CPD , it was an awesome course, great refresher for F&I!"

Programme:  ConsumerProtection Act 68 of 2008

FPI Approval No.: FPI18080061

CPD Category: Ethics & Practice Standards

Points allocated: 1.5 CPD Points/hours Ethics and Practice Standard.

0.5 CPD Point for successful completion of eLearning assessment with a minimum pass rate achievement of 60%, maximum of 3 attempts.

Programme: Protection of Personal Information Act 4 of 2013

FPI Approval No.: FPI18080090

CPD Category: Ethics & Practice Standards

Points allocated: 1 CPD Point/hour Ethics and Practice Standard.

0.5 CPD Point for successful completion of eLearning assessment with a minimum pass rate achievement of 60%, maximum of 3 attempts.

Programme:  National Credit Act 34 of 2005

FPI Approval No.: FPI 18090012

CPD Category: Ethics & Practice Standards

Points allocated: 6.5 CPD Point/hour Ethics and Practice Standard.

0.5 CPD Point for successful completion of eLearning assessment with a minimum pass rate achievement of 60%, maximum of 3 attempts.

Programme:Finance and Insurance Motor Retail Fundamentals

FPI Approval No.: FPI18080061

CPD Category: Skills and Abilities

Points allocated: 4 CPD Points/hours Ethics and Practice Standard.

1 CPD Point for successful completion of eLearning assessment with a minimum pass rate achievement of 60%, maximum of 3 attempts.

Programme:Financial Intelligence Centre Act 38 of 2001

FPI Approval No.: FPI 18080073

CPD Category: Ethics and Practice Standards

Points allocated: 3.5 CPD Points/hours Ethics and Practice Standard.

0.5 CPD Point for successful completion of eLearning assessment with a minimum pass rate achievement of 60%, maximum of 3 attempts.

Enrolment and access

1 December 2018 to 31 May 2019

Call us 011 234 6251

-sales@intelligosolutions.com

For your quote and eLearning enrolment form.

                                       

2019 INTRODUCTION TO F&I WORKSHOP

2019 course dates

INTRODUCTION TO F&I workshop

What is F & I?

F&I is a common term in the automotive industry and is short for Finance and Insurance. Most dealerships throughout the country have F&I offices to handle the calculation and paperwork involved with the sale of a vehicle. In addition, the F&I office provides consumers an opportunity to purchase ancillary products, such as e.g. vehicle service contracts or a maintenance program sold in conjunction with the sale of a vehicle.

The primary function of the F & I is to maximize the overall profitability of the sales through promotion of value added products and services.

A professional F & I must make sure that the entire dealership understands where F&I function fits in the bigger picture for total profitability, and develop a set of optimum circumstances in which F& I productivity can flourish.  

The INTELLIGO Solutions programme incorporates the FAIS Fit and proper requirements of the; 

FETC: Retail Insurance Qualification SAQA ID 66609 at Level 4 minimum of 140 credits and the Unit Standard 259882 in this programme will award you with 12 credits towards the FETC: Automotive Sales and Support Services Certificate 64289 Level 4.

What are the minimum entry level learning requirements to enrol? Grade 12

On achievement of this unit standard, the learner will be able to:

• Advise customers on vehicle Finance options.

• Complete an application for financing a vehicle.

• Settle an outstanding amount of money owed to a bank, on behalf of a customer.

• Adhere to relevant finance legislation.

• Demonstrate an understanding of "add-on sales"

• Commence Career as an Assistant F&I.

ENROL NOW TO BOOK YOUR SEAT 

2019 Course Dates

22,23,24 January Introduction to F&I

19,20,21 February Introduction to F&I

19,20,21 March Introduction to F&I

21,22,23 May Introduction to F&I

18,19,20 June Introdution to F&I

22,23,24 July Introduction to F&I

20,21,22 August Introduction to F&I

17,18,19 September Introduction to F&I

22,23,24 October Introduction to F&I

12,13,14 November Introduction to F&I

Also available via eLearning - self study distance learning with tutor assistance and R650.00 + vat per hour.

Call us on 011 234 6251 or email sales@intelligosolutions.com.