FAIS Examination Implementation Craig Duff CEO IMFUNDO Ronel Burger MD IMFUNDO

Methodology Registration Examination Process Introduction Payment Assessment Tools FAIS Examination Implementation

Methodology Assessment Tools Registration Examination Process Payment Introduction

November 2007 Assessment Process 2008 Assessment Process Assessment Methodology - Case Studies - Multiple Choice Questions - Pilot Examination: Monday 15 October Curriculum Introduction Assessment Tools Methodology Registration Examination Process Payment

Methodology Introduction Assessment Tools Registration Examination Process Payment Cat A Cat B Cat C

CAT A Category A: LONG TERM CATEGORY A One three hour assessment comprising three sections. Candidates may elect to write any combination of sections within this assessment, in order to fulfill their personal outstanding credit requirement. The assessment will consist of: Section 1 – Law (10 credits) Section 2 – Ethics and Customer Care(10 credits) Section 3 – Insurance Product and Finance (12 credits)

CAT B Assessment 1 Category B Assessment 1: SHORT TERM PERSONAL LINES, LONG TERM CATEGORY B Candidates may elect to write any combination of sections within this assessment, in order to fulfill their personal outstanding credit requirement. Candidates must not answer more than three questions. The assessment will consist of: Section 1 – Question 1 – Law and Ethics (10 credits) Section 2 – Question 2 – General Cluster(10 credits) Section 3 – Candidates may select to answer full questions from the two electives below i.e. the whole of 3 and/or 4: Question – 3 – Short Term Personal Lines (12 credits) and/or Question – 4 – Long Term Category B (12 credits)

CAT B Assessment 2 Category B Assessment 2: SHORT TERM COMMERCIAL LINES Candidates may elect to write any combination of sections within this assessment, in order to fulfill their personal outstanding credit requirement. Candidates must not answer more than three questions. The assessment will consist of: Section 1 – Question 1 – Law and Ethics (11 credits) Section 2 – Question 2 – Commercial Underwriting(10 credits) Section 3 – Candidates may select to answer full questions from the four electives below i.e. the whole of 3 and/or 4 etc.: Question – 3 – General Business Insurance (10 credits) and/or Question – 4 – Agriculture(11 credits) and/or Question – 5 – Marine and Transportation(9 credits) and/or Question – 6 – Aviation(11 credits)

CAT C Category C LONG TERM: PENSION, RETAIL PENSION BENEFITS, COLLECTIVE INVESTMENTS, HEALTH. One three hour assessment comprising 3 sections. Candidates may elect to write any combination of sections within this assessment, in order to fulfill their personal outstanding credit requirement. Students must not answer more than three questions. The assessment will consist of: Section 1 – Question 1 – Law and Ethics (10 credits) Section 2 – Question 2 – Risk Assessment(10 credits) Section 3 – Candidates may select to answer full questions from the five electives below i.e. the whole of 3 and/or 4 etc.: Question – 3 – Long term Category C(10 credits) and/or Question – 4 – Pension Fund Benefits (10 credits) and/or Question – 5 – Health Fund Benefits (10 credits) and/or Question – 6 – Retail Pension Benefits (10 credits) and/or Question – 7 – Collective Investments (10 credits)

INSETA Website FAIS Link 8 October 2007 Examination Saturday 17 November Registration Form Methodology Introduction Assessment Tools Registration Examination Process Payment

Payment Options: EFT or Direct Deposit Student Registration Pack: Examination instructions; Administrative procedures; Examination permit. Cost Per Assessment R850 + R119 (VAT) = R969 Methodology Introduction Assessment Tools Payment Registration Examination Process

Venues  Sandton  Pretoria  Durban  Cape Town  PE  Polokwane  Klerksdorp  Kimberley  Bloemfontein  Nelspruit Times Category B & C 09:00 – 12:00 Category A 14:00 – 17:00 Procedures Methodology Introduction Assessment Tools Examination Process RegistrationPayment