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SOUTH AFRICAN QUALIFICATIONS AUTHORITY 
REGISTERED QUALIFICATION THAT HAS PASSED THE END DATE: 

National Certificate: Short Term Insurance 
SAQA QUAL ID QUALIFICATION TITLE
21796  National Certificate: Short Term Insurance 
ORIGINATOR
SGB Financial Services 
PRIMARY OR DELEGATED QUALITY ASSURANCE FUNCTIONARY NQF SUB-FRAMEWORK
Was INSETA until Last Date for Achievement  OQSF - Occupational Qualifications Sub-framework 
QUALIFICATION TYPE FIELD SUBFIELD
National Certificate  Field 03 - Business, Commerce and Management Studies  Finance, Economics and Accounting 
ABET BAND MINIMUM CREDITS PRE-2009 NQF LEVEL NQF LEVEL QUAL CLASS
Undefined  120  Level 4  NQF Level 04  Regular-Unit Stds Based 
REGISTRATION STATUS SAQA DECISION NUMBER REGISTRATION START DATE REGISTRATION END DATE
Passed the End Date -
Status was "Registered" 
SAQA 0742/02  2002-06-12  2005-06-12 
LAST DATE FOR ENROLMENT LAST DATE FOR ACHIEVEMENT
2006-06-12   2009-06-12  

In all of the tables in this document, both the pre-2009 NQF Level and the NQF Level is shown. In the text (purpose statements, qualification rules, etc), any references to NQF Levels are to the pre-2009 levels unless specifically stated otherwise.  

This qualification is replaced by: 
Qual ID Qualification Title Pre-2009 NQF Level NQF Level Min Credits Replacement Status
49929  Further Education and Training Certificate: Short Term Insurance  Level 4  NQF Level 04  150  Complete 

PURPOSE AND RATIONALE OF THE QUALIFICATION 
The purpose of the qualification is to build knowledge and skill required by employees in short term insurance that have had schooling at or below NQF level 4 in order to prepare them for learning at NQF level 5. It is intended to empower learners to acquire knowledge, skills, attitudes and values required to operate confidently as individuals in the South African community and to respond to the challenges of the economic environment and changing world of work in the financial services industry. It should add value to the qualifying learner in terms of enrichment of the person, status and recognition.

As a qualification that covers short term insurance related learning, it provides a framework for learners to develop competencies that will give them insight into the Short Term Insurance sub sector which includes personal/domestic, commercial and industrial and corporate insurance. It introduces a fundamental understanding of the key terms, rules, concepts and principles of the sub-field that will enable learners to be informed workers in the industry. It provides a balanced learning experience that allows flexible access to life long learning, higher education and to productive employment in short term insurance. It provides an opportunity for learners to learn and apply academic skills in relation to the workplace and will allow for multi-skilling. As such it is a bridging qualification for learners who move from formal schooling into an insurance workplace.

The National Certificate in Short Term Insurance: Level 4 is intended for personnel employed in short term insurance. The focus is on basic information gathering, analysis, evaluation, presentation and the ability to apply knowledge of the sub-field to solve common problems within familiar context.

Qualifying learners are capable of:
  • Carrying out basic research, information gathering and analysis
  • Interpreting current affairs and their influence on short term insurance
  • Managing risk in their own lives
  • Operating a computer for business purposes
  • Understanding the nature and scope of short term insurance
  • Applying legislation that regulates short term insurance
  • Managing an information system used in short term insurance
  • Understanding the relationship between needs and short term insurance products
  • Understanding the different products marketed by the short term industry
  • Understanding the role of insurance in a business environment
  • Understanding the types of statutory insurance that is compulsory and SASRIA insurance in South Africa
  • Producing written evidence of short term insurance contracts
  • Understanding reinsurance as applied in short term insurance
  • Processing numerical and text data
  • Maintaining an information system

    Depending on the unit standards selected as electives, the learner will become competent in basic skills relating to:
  • Understanding the historical context of financial services in South Africa
  • Understanding the different classes of personal/domestic insurance including funeral insurance
  • Processing a personal/domestic claim
  • Understanding commercial and industrial insurance
  • Underwriting a standard risk in personal/domestic, commercial and industrial and/or corporate insurance
  • Understanding COIDA and the cover provided under the Act
  • Applying the legislation that relates to a specific role in the insurance industry
  • Understanding compliance, marketing to a niche market, financial interactions between intermediaries and insurers and the sales process in short term insurance
  • Understanding how to retain or expand business
  • Using the Internet
  • Understanding healthcare funding in South Africa
  • Accessing information to respond to client enquiries
  • Communicating verbally with clients
  • Understanding the sales process
  • Recognising the effect of HIV/AIDS in the insurance industry
  • Applying technical knowledge and appropriate legislation to determine the validity and quantum of a motor claim

    These unit standards are intended as building blocks for the further development of skills that will make the learner a more fulfilled, informed, efficient and cost effective worker in the industry. This should result, in turn, in more effective and efficient service to the consumer and should make the industry more competitive in the global market.

    Rationale:

    The National Certificate in Short Term Insurance: Level 4 is designed to meet the needs of learners in a variety of positions in the short term insurance sub sector. It is a generic qualification with specialisation in a selected career path in the short term insurance industry. It is first step for learners who:
  • Have attained the National Certificate in Insurance: Level 3 and wish to continue on a path of life-long learning specialising in short term insurance.
  • Were previously disadvantaged or who were unable to complete their schooling and were therefore denied access to Further Education and Training.
  • Have worked in the short term insurance sub sector for many years, but have no formal qualifications in their area of specialisation.
  • Wish to extend their range of skills and knowledge of the industry so that they can become knowledge workers in the industry.
  • Are contracted in a learnership agreement in the Short Term Insurance sub sector.
  • Have recently taken up a position in short term insurance.
  • Have not yet acquired the skills and competencies required for learning in short term insurance at NQF level 5.

    The National Certificate in Short Term Insurance: Level 4 is a bridging certificate that allows the individual to work towards a nationally recognised qualification. It is flexible enough to accommodate both learners in formal education and learners already employed in the Short Term Insurance sub sector. It aims to develop informed and skilled learners in the Short Term Insurance sector. The qualification at this level is the start of a career path in one of the areas of specialisation in short term insurance, but is still generic enough to allow maximum mobility within the industry. Skills, knowledge, values and attitudes reflected in the qualification are building blocks that will be developed further in Level 5. The intention is:
  • To promote the development of knowledge and skills that are required in the insurance industry
  • To release the potential of people
  • To provide opportunities for people to move up the value chain
  • To provide opportunities for life long learning for people who work in short term insurance where there was previously no specialised qualification

    Learners already employed in the short term insurance industry at this level do work that requires a fundamental knowledge of appropriate legislation, the most important areas of insurance industry in general and the insurance environment and system within a wider context. They require a range of skills and the ability to apply essential methods and procedures within the limits of their authority. The work roles are in personal/domestic, commercial and industrial or corporate lines of business and include but are not limited to:
  • Short Term Insurance Intermediaries
  • Internal Broker Consultants
  • Call Centre Operators
  • Personal Accident Administrators
  • Personal Lines Administrators
  • Claims Assessors
  • Client Service Providers
  • Service Agents
  • Underwriting Agents
  • Product Developers
  • Marketing
  • Short Term Administration
  • Motor Assessors
  • Reinsurers
  • Underwriters

    The National Certificate in Short Term Insurance: Level 4 should produce knowledgeable, multi-skilled workers who are able to contribute to improved productivity and efficiency within the short term insurance industry. It should provide the means for current workers to receive recognition of prior learning, to upgrade their skills and achieve a nationally recognised qualification. It should also assist new entrants to the industry. The qualification is structured in a way that exposes learners to different aspects of short term insurance so that there is scope for multi-skilling within the sub sector. It is anticipated that this qualification will promote the notion of life long learning. 

  • LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
    The unit standards that make up the certificate are the building blocks of knowledge and skill that are necessary for a proposed Level 5 certificate. For the most part only communication, mathematical literacy and financial literacy at Level 3 are assumed. Learners who have not previously received credit in the following unit standards, which are regarded as essential in all positions in the sub sector, are required to offer the standards as electives for this qualification over and above the 120 credits described in 1 above.
  • Process numerical data and text information in an insurance environment.
  • Maintain an existing information system in an insurance environment.
  • Indicate the sub sectors in the Financial Services Industry and the role of insurance in the industry.
  • Demonstrate an understanding of the structure of the insurance industry in South Africa.

    Learners in call centres must offer the following unit standards (from NSB 04) as electives in this qualification if they have not previously received credit for the unit standards as part of Communication at Level 3:
  • Access information to respond to client enquiries in a financial services environment.
  • Communicate verbally with clients in a financial services environment.

    Recognition of prior learning:

    The National Certificate in Short Term Insurance: Level 4 allows open access. Provision has been made for prior learning to be recognised if a learner is able to demonstrate competence in the knowledge, skills, values and attitudes implicit in this qualification. Application for Recognition of Prior Learning (RPL) should be made to INSQA or a relevant accredited ETQA.
  • Recognition of Prior Learning (RPL) may allow for accelerated access to further learning.
  • Credit towards a unit standard is subject to quality assurance by INSQA or a relevant accredited ETQA and is conducted by a workplace assessor. 

  • RECOGNISE PREVIOUS LEARNING? 

    QUALIFICATION RULES 
    The certificate is made up of a planned combination of learning outcomes ...

    A minimum of 30 in financial services related credits at levels 2, 3 or 4 are required in the elective unit standards 

    EXIT LEVEL OUTCOMES 
    Qualifying learners should be capable of:
  • Co-ordinating with others
  • Applying the essential methods, procedures and techniques used in short term insurance
  • Analysing new developments in the industry and researching aspects of short term insurance
  • Operating as informed employees in the short term insurance sub sector
  • Understanding the structure and the market of short term insurance and their role and place in that structure
  • Gathering, analysing and presenting information
  • Operating within clearly defined contexts within the Short Term Insurance Act with limited scope for decision making and responsibility
  • Understanding legislation that regulates short term insurance at a basic level of understanding
  • Interpreting information from short term insurance related texts and operational symbols or representations 

  • ASSOCIATED ASSESSMENT CRITERIA 
  • Rules of available products are applied to different situations in order to perform a clearly defined work role in short term insurance. (The range includes underwriting a short term personal/domestic policy, processing a claim giving financial advice, marketing a short term insurance product, administering an agreement, broker liaison and operating in a financial services call centre environment).
  • Work output is in line with an agreed mandate, relevant service agreements and an organisation`s customer service standards applicable to a clearly defined work role in short term insurance.
  • Methods, procedures and techniques of a clearly defined work role in short term insurance are applied consistently in terms of specific company policy, legislative requirements and standard industry practices.
  • The consequences of non compliance are clearly indicated for practices required in a specific work role in short term insurance.
  • New developments and trends in the short term insurance industry are accessed, analysed and interpreted from reports in the media.
  • Knowledge of current developments in short term insurance is discussed with reference to the potential impact on short term insurance.
  • The structure of the short term insurance industry is analysed and an indication is given of the contribution of a specific work role to the short term insurance industry.
  • The short term market is described and an indication is given of the role short term insurance plays in a changing market.
  • Information is gathered, analysed and presented according to the requirements of a specific work role in short term insurance.
  • A computerised database is used to access information from electronic media and to perform a specific function in short term insurance.


    The learner is able to demonstrate ability to:
  • Identify and solve problems in familiar short term insurance contexts in which responses show that responsible decisions have been made, adjust common solutions to meet changes in the problem and motivate the change within own limit of authority.
  • Work effectively with others as a member of a team, group, organisation or community. As the qualification is intended to be part of a learnership it is unlikely that the learner would work alone.
  • Organise and manage oneself and one`s activities responsibly and effectively in that it is expected that the learner will be responsible for his/her own learning and for organising his/her own work allocated tasks responsibly in the work environment. S/he is required to complete research assignments timeously and to apply knowledge of different aspects of short term insurance. S/he should be able to provide for his/her own financial security and manage his/her own finances.
  • Collect, organise and critically evaluate information. These competencies are built into the assessment criteria in many of the unit standards and the learner is required to do research projects and analyse information from the media.
  • Communicate effectively using visual, mathematics and language skills in the modes of oral and/or written presentations. These competencies are an integral part of all the unit standards and are built into the assessment criteria.
  • Use science and technology effectively and critically showing responsibility towards the environment and the health of others in that the short term insurance environment is technology driven and very few activities take place without the application of technology. The inclusion of computer end user standards ensures that this critical cross-field outcome receives attention. The learner is also expected to access information from electronic media and use a computerised database.
  • Demonstrate an understanding of the world as a set of related systems by recognising that problem-solving contexts do not exist in isolation in that references are made wherever applicable to the learner`s part in the big picture and how his/her actions have implications up and down the line. The learners are expected to know and understand the insurance organisation as a system within the wider financial services context.

    In addition this qualification contributes to the full personal development of each learner and the social and economic development of the society at large, by making it the underlying intention of any programme of learning to make the individual aware of the importance of:
  • Reflecting on and exploring a variety of strategies to learn more effectively in order to become an informed worker in short term insurance.
  • Being culturally and aesthetically sensitive across a range of social contexts in dealing with diverse people in the workplace including customers, co-workers and people who are surveyed or interviewed. The inclusion of an additional official South African language further supports this outcome.

    Integrated Assessment:

    Assessment practices must be fair, transparent, valid and reliable and should ensure that no learner is disadvantaged. Learners who wish to be assessed against this standard should direct enquiries to the Insurance Sector Quality Authority, INSQA.

    The focus of assessment must be on the assessment of the learning outcomes rather than learning outputs. The specific outcomes guide the learning and training process towards the outcomes on a continuous basis. The purpose is to determine whether the outcomes have been attained. Situations should present a wide range of options. Applications should require significant choices from a wide range of procedures and in a number of contexts.
  • Learning, teaching and assessment are inextricably linked. Where appropriate, assessment of knowledge, skills, attitudes and values indicated in the various unit standards should be integrated. Assessment in communication, mathematical literacy and financial literacy should use authentic insurance contexts wherever practical.
  • Assessment has a formative monitoring function. Formative assessment should be used to assess gaps in the learner`s skill and knowledge and to indicate where there is a need for expanded opportunities. The goal is to promote learning and to assess the efficacy of the teaching and learning process. Feedback from assessment informs teaching and learning and allows for the critique of outcomes, methodology and materials. Formative assessment is diagnostic and as such it should guide the learner and the trainer. It is continuous and is used to plan appropriate learning experiences to meet the learner`s needs. It provides information about problems experienced at different stages in the learning process. As it is criterion referenced, if the learner has met the assessment criteria, s/he has achieved the outcomes.
  • Assessment should also have a summative component. Summative assessment may be used on completion of a unit standard, but should not be the only form of assessment. A summative assessment of the exit outcomes is required on completion of all the necessary unit standards and before a qualification is awarded.
  • A variety of methods must be used in assessment and tools and activities must be appropriate to the context in which the learner is working. Assessment should take place in an authentic context as far as is possible. Where it is not possible to assess competence in the workplace, simulations, case studies and other similar techniques should be used to provide a context appropriate to the assessment.
  • Integration implies that theoretical and practical components should, where possible, be assessed together.
  • Integrative techniques should be used to assess applied competence. Learners should be required to demonstrate that they can perform the outcomes with understanding and insight.
  • Assessment should ensure that all specific outcomes, embedded knowledge and critical cross field outcomes are evaluated. Assessment of the critical cross field outcomes should be integrated with the assessment of the specific outcomes. The critical cross field outcomes are implicit in some unit standards and programmes should be designed to extend and further reflect the integration. 

  • INTERNATIONAL COMPARABILITY 
    This qualification will be compared to international qualifications in terms of outcomes and assessment criteria, degree of difficulty and notional learning time. It will be benchmarked against:

    (1) FET level 4 in South African formal education

    (2) NVQ/SVQ from the United Kingdom

    (3) NVQ/SVQ Level 3 Insurance Intermediaries Certificate (ITTC)
    Unit 4
    Evaluating products and services
    Unit 6
    Co-ordinating the servicing of new business
    Unit 7
    Co-ordinating the resolution of claims applications for insured elements
    Unit 9
    Co-ordinating the preparation of policy documentation
    Unit 10
    Co-ordinating the servicing of existing non FSA business
    Unit 11
    Co-ordinating the servicing of existing FSA business
    Unit 12
    Co-ordinating the resolution of claims applications for uninsured elements
    Unit 13
    Co-ordinating the advice given to wholesale clients

    (4) NVQ/SVQ Level 4 Insurance Intermediaries Certificate (ITTC)
    Unit 2
    Monitoring the insurance market
    Unit 3
    Providing products and services
    Unit 4
    Arranging agreements for placing business
    Unit 5
    Placing business
    Unit 6
    Negotiating claims

    (5) NVQ/SVQ Insurance General Level 3 (ITTC)
    Unit 2
    Providing information and advice to customers
    Unit 3
    Assessing and underwriting new cases
    Unit 4
    Assessing and underwriting alterations
    Unit 5
    Assessing and underwriting renewals
    Unit 6
    Validating claims applications
    Unit 7
    Resolving claims applications

    (6) NVQ/SVQ Insurance General Level 4 (ITTC)
    Unit 2
    Provide specialist advising services
    Unit 3
    Underwriting risks
    Unit 4
    Underwriting portfolio of business
    Unit 5
    Resolving complex claims

    (7) Australian AQF - FNB 30198 General Insurance Certificate III
    FNBCOM07A
    Respond to customer enquiries
    FNBCOM08A
    Collect, analyse and use information
    FNMGEN20A
    Issue and maintain new and renewal insurance contracts
    FNBGEN21A
    Process claims documentation and payments

    (8) Australian AQF - FNB 40198 General Insurance Certificate IV in Finance
    FNBGEN13A
    Underwrite new and renewed risks
    FNBGEN17A
    Recover claims losses
    FNBGEN22A
    Determine liability and settle claims on insurance contracts
    FNBGEN24A
    Investigate and assess claims

    (9) Australian AQF - FNB 40498 General Insurance Certificate IV in Finance Workers Compensation
    FNBWKC25A
    Plan and implement rehabilitation and return to work strategies
    FNBWKC27A
    Educate clients on workers compensation issues

    (10) Australian AQF - FNB 40798 General Insurance Distribution Certificate IV in Finance
    FNBGD581A
    Tailor an insurance package to meet customer needs 

    ARTICULATION OPTIONS 
    The specialization opportunities offered in this qualification allow for a clearly defined learning pathway at Level 5. Within the Financial Services sector articulation possibilities exist between the Insurance unit standards and potential qualifications within the following sub-fields:
  • Short Term Insurance Intermediaries
  • Internal Broker Consultants
  • Call Centre Operators
  • Personal Accident Administrators
  • Personal Lines Administrators
  • Claims Assessors
  • Client Service Providers
  • Service Agents
  • Underwriting Agents
  • Product Developers
  • Marketing
  • Short Term Administration
  • Motor Assessors
  • Reinsurers
  • Underwriters 

  • MODERATION OPTIONS 
    This qualification will be internally assessed by the provider and moderated by a moderator registered by the Insurance Sector Quality Authority (INSQA) or a relevant accredited ETQA. The mechanisms and requirements for moderation will be contained in the document obtainable from INSQA in 2001, INSQA framework for assessment and moderation.
  • Moderators, competent at the level of the qualification, are registered by INSQA or a relevant accredited ETQA to ensure that the standard across assessors is consistent.
  • Moderators are required to be competent in the generic moderation unit standards.
  • Moderators are required to report to INSQA or a relevant accredited ETQA. (See INSQA framework and guidelines for assessment and moderation for details.)
  • INSQA or a relevant accredited ETQA will monitor and quality assure moderation and assessment according to guidelines in the qualification and INSQA procedures. 

  • CRITERIA FOR THE REGISTRATION OF ASSESSORS 
    Criteria for registration of internal and external assessors in the sub-field:

    This qualification will be internally assessed by the provider and moderated by a moderator registered by the Insurance Sector Quality Authority (INSQA) or a relevant accredited ETQA. The mechanisms and requirements for moderation will be contained in the document obtainable from INSQA in 2001, INSQA framework for assessment and moderation.
  • Assessors must be registered with INSQA or a relevant accredited ETQA.
  • Moderators, competent at the level of the qualification are registered by INSQA or a relevant accredited ETQA to ensure that the standard across assessors is consistent.
  • Moderators are required to be competent in assessment practices.
  • Moderators are required to report to INSQA or a relevant accredited ETQA. (See INSQA framework and guidelines for assessment and moderation for details.)
  • Institutions and providers offering learning that will lead to the achievement of the National Certificate in Short Term Insurance: Level 4 must be accredited as providers with INSQA or a relevant accredited ETQA.
  • INSQA or a relevant accredited ETQA will monitor and quality assure moderation and assessment according to guidelines in the qualification and INSQA procedures.
  • INSQA will assure the quality of all learning programmes in collaboration with other SETAS in different economic sectors. 

  • NOTES 
    This qualification has been replaced by qualification 49929, which is "Further Education and Training Certificate: Short Term Insurance", Level 4, 150 credits.

    Exit points for learners who do not complete a qualification:
  • Learners will be credited with unit standards in which they have proved competence.
  • Learners who complete individual unit standards but do not complete this qualification retain their credits. However, should the substance of the unit standard change, the validity of the credit towards the qualification may be reviewed. In such cases learners should apply to SAQA for an official record of learning.
  • Learners who change their provider or learning site before completing the qualification may transfer their credits to the new learning site.
  • An official, original SAQA record of learning is required as proof of learning before the learner is officially transferred to the new learning site. 

  • UNIT STANDARDS: 
      ID UNIT STANDARD TITLE PRE-2009 NQF LEVEL NQF LEVEL CREDITS
    Core  8989  Describe short term insurance  Level 3  NQF Level 03 
    Core  9005  Explain the types of compulsory statutory insurance in South Africa  Level 3  NQF Level 03 
    Core  8987  Indicate how different needs lead to the development of different insurance products  Level 3  NQF Level 03 
    Core  8997  Indicate the scope of short term insurance in South Africa  Level 3  NQF Level 03 
    Core  8994  Manage risk in own life  Level 3  NQF Level 03 
    Core  9006  Produce written evidence of short term insurance constracts and maintain records of policies and premiums  Level 3  NQF Level 03 
    Core  10363  Analyse new developments reported in the media that could impact on short term insurance  Level 4  NQF Level 04  10 
    Core  12168  Analyse the Financial Services industry and the role of insurance in a business environment  Level 4  NQF Level 04 
    Core  13940  Demonstrate knowledge and application of ethical conduct in a business environment  Level 4  NQF Level 04 
    Core  10194  Demonstrate knowledge and insight into the Short Term Insurance Act (No 53 of 1998) and the accompanying regulations  Level 4  NQF Level 04 
    Core  10364  Describe insurance cover against damage caused by riots and acts of terrorism and violence against public authorities in South Africa  Level 4  NQF Level 04 
    Core  10362  Explain reinsurance as it is applied in Short Term insurance  Level 4  NQF Level 04 
    Fundamental  9302  Access information in order to respond to client enquiries in a financial services environment  Level 3  NQF Level 03 
    Fundamental  8968  Accommodate audience and context needs in oral communication  Level 3  NQF Level 03 
    Fundamental  9303  Communicate verbally with clients in a financial environment  Level 3  NQF Level 03 
    Fundamental  8969  Interpret and use information from texts  Level 3  NQF Level 03 
    Fundamental  8973  Use language and communication in occupational learning programmes  Level 3  NQF Level 03 
    Fundamental  8970  Write texts for a range of communicative contexts  Level 3  NQF Level 03 
    Fundamental  12154  Apply comprehension skills to engage oral texts in a business environment  Level 4  NQF Level 04 
    Fundamental  12155  Apply comprehension skills to engage written texts in a business environment  Level 4  NQF Level 04 
    Fundamental  9015  Apply knowledge of statistics and probability to critically interrogate and effectively communicate findings on life related problems  Level 4  NQF Level 04 
    Fundamental  10389  Describe the basic principles of personal income tax  Level 4  NQF Level 04 
    Fundamental  10385  Develop a business plan for a small business  Level 4  NQF Level 04 
    Fundamental  8974  Engage in sustained oral communication and evaluate spoken texts  Level 4  NQF Level 04 
    Fundamental  10388  Interpret basic financial statements  Level 4  NQF Level 04 
    Fundamental  10386  Investigate the possibilities of establishing and running a small business enterprise (SMME)  Level 4  NQF Level 04 
    Fundamental  10387  Investigate ways of managing financial risk in own lives  Level 4  NQF Level 04 
    Fundamental  12417  Measure, estimate & calculate physical quantities & explore, critique & prove geometrical relationships in 2 and 3 dimensional space in the life and workplace of adult with increasing responsibilities  Level 4  NQF Level 04 
    Fundamental  8975  Read analyse and respond to a variety of texts  Level 4  NQF Level 04 
    Fundamental  8979  Use language and communication in occupational learning programmes  Level 4  NQF Level 04 
    Fundamental  7468  Use mathematics to investigate and monitor the financial aspects of personal, business, national and international issues  Level 4  NQF Level 04 
    Fundamental  12153  Use the writing process to compose texts required in the business environment  Level 4  NQF Level 04 
    Fundamental  8976  Write for a wide range of contexts  Level 4  NQF Level 04 
    Elective  7573  Demonstrate ability to use the World Wide Web  Level 2  NQF Level 02 
    Elective  8101  Manage time and the work process within the insurance environment  Level 2  NQF Level 02 
    Elective  9004  Market a single need insurance policy to a niche market  Level 2  NQF Level 02 
    Elective  9356  Recognise the effects of HIV/AIDS in the insurance industry and workplace, and indicate the precautions that are necessary to avoid unnecessary transmission of the HI Virus  Level 2  NQF Level 02 
    Elective  12548  Demonstrate ability to use and interpret texts that apply to the role and responsibilities of trustees of Retirement Funds  Level 3  NQF Level 03 
    Elective  12550  Demonstrate knowledge and understanding of the role functions and responsibilities of Trustees of Medical Schemes  Level 3  NQF Level 03 
    Elective  12547  Demonstrate knowledge and understanding of the role, functions and duties of trustees of Retirement Funds  Level 3  NQF Level 03 
    Elective  8995  Describe funeral insurance  Level 3  NQF Level 03 
    Elective  10713  Identify possible ways of improving employment prospects  Level 3  NQF Level 03 
    Elective  10712  Manage personal expenditure  Level 3  NQF Level 03 
    Elective  7567  Produce and use spreadsheets for business  Level 3  NQF Level 03 
    Elective  7575  Produce presentation documents for business  Level 3  NQF Level 03 
    Elective  7570  Produce word processing documents for business  Level 3  NQF Level 03 
    Elective  10714  Research costs associated with marriage, birth, divorce and death in own circumstances  Level 3  NQF Level 03 
    Elective  8986  Research the history of the Financial Services Industry in South Africa  Level 3  NQF Level 03  10 
    Elective  10383  Apply technical knowledge and skill to determine the quantum and validity of a light motor vehicle claim  Level 4  NQF Level 04 
    Elective  10384  Apply technical knowledge and skill to determine the quantum and validity of an industrial or heavy vehicle claim  Level 4  NQF Level 04 
    Elective  10377  Demonstrate knowledge and insight into the Compensation for Occupational Injury and Disease Act 130 of 1993 (COIDA)  Level 4  NQF Level 04 
    Elective  14316  Demonstrate knowledge and insight into the Long Term Insurance Act (1998)  Level 4  NQF Level 04 
    Elective  12335  Demonstrate knowledge and insight into the Medical Schemes Act (131 of 1998) and the accompanying regulations  Level 4  NQF Level 04 
    Elective  12332  Demonstrate knowledge and insight into the Policyholder protection legislation  Level 4  NQF Level 04 
    Elective  12164  Demonstrate knowledge and insight of the Financial Advisory and Intermediary Services Act (FAIS) (Act 37 of 2002)  Level 4  NQF Level 04 
    Elective  13839  Demonstrate knowledge and understanding of all risks insurance  Level 4  NQF Level 04 
    Elective  10376  Demonstrate knowledge and understanding of Commercial and Industrial, and Corporate insurance in South Africa  Level 4  NQF Level 04 
    Elective  12323  Demonstrate knowledge and understanding of different products marketed by Healthcare Benefits Administrators  Level 4  NQF Level 04 
    Elective  10368  Demonstrate knowledge and understanding of domestic motor insurance  Level 4  NQF Level 04 
    Elective  10373  Demonstrate knowledge and understanding of insurance of personal/domestic household contents and household buildings  Level 4  NQF Level 04 
    Elective  10371  Demonstrate knowledge and understanding of personal accident insurance  Level 4  NQF Level 04 
    Elective  10369  Demonstrate knowledge and understanding of personal/domestic insurance in South Africa  Level 4  NQF Level 04 
    Elective  10382  Demonstrate knowledge and understanding of the Road Ordinance as it applies to motor insurance  Level 4  NQF Level 04 
    Elective  10379  Demonstrate knowledge and understanding of the sales process in short term insurance  Level 4  NQF Level 04 
    Elective  10378  Demonstrate knowledge and understanding of the statutory cover afforded under the Compensation for Occupational Injuries and Diseases Act, 130 of 1993, as amended (COIDA)  Level 4  NQF Level 04 
    Elective  10381  Demonstrate knowledge and understanding of the Value Added Tax Act, 89 of 1991as amended as it applies to insurance policies  Level 4  NQF Level 04 
    Elective  10372  Describe financial interactions of insurers and intermediaries in short term insurance  Level 4  NQF Level 04 
    Elective  10380  Describe insurance cover against damage caused by riots and acts of terrorism and violence against public authorities in Namibia  Level 4  NQF Level 04 
    Elective  10374  Describe the insurance of watercraft  Level 4  NQF Level 04 
    Elective  10365  Describe transportation insurance  Level 4  NQF Level 04 
    Elective  14319  Explore strategies to retain or expand existing business in the insurance/investment industry  Level 4  NQF Level 04 
    Elective  13954  Manage risk in own work/business environment  Level 4  NQF Level 04 
    Elective  10370  Process a short term personal/ domestic insurance claim  Level 4  NQF Level 04 
    Elective  10367  Underwrite a standard risk in short term commercial and industrial insurance  Level 4  NQF Level 04  10 
    Elective  10366  Underwrite a standard risk in short term personal/domestic insurance  Level 4  NQF Level 04  10 


    LEARNING PROGRAMMES RECORDED AGAINST THIS QUALIFICATION: 
    When qualifications are replaced, some of their learning programmes are moved to being recorded against the replacement qualifications. If a learning programme appears to be missing from here, please check the replacement.
     
    NONE 


    PROVIDERS CURRENTLY ACCREDITED TO OFFER THIS QUALIFICATION: 
    This information shows the current accreditations (i.e. those not past their accreditation end dates), and is the most complete record available to SAQA as of today. Some Primary or Delegated Quality Assurance Functionaries have a lag in their recording systems for provider accreditation, in turn leading to a lag in notifying SAQA of all the providers that they have accredited to offer qualifications and unit standards, as well as any extensions to accreditation end dates. The relevant Primary or Delegated Quality Assurance Functionary should be notified if a record appears to be missing from here.
     
    1. African Resources & Financial Training (Pty) Ltd 
    2. Faisit (Pty) Ltd 
    3. Indwe Risk Services (Pty) Ltd 
    4. Insurance Institute Of South Afica 
    5. Intec College 
    6. Intelligent Compliance & Education 
    7. Invuya Institute of Learning (Pty) Ltd 
    8. Leon Liedeman and Associates 
    9. NGT Training and Development Consultants 
    10. The Financial Planning Institute of South Africa 



    All qualifications and part qualifications registered on the National Qualifications Framework are public property. Thus the only payment that can be made for them is for service and reproduction. It is illegal to sell this material for profit. If the material is reproduced or quoted, the South African Qualifications Authority (SAQA) should be acknowledged as the source.