FAIS & FICA Training
How it applies to the Financial Services Industry

Training required for financial advisor level :-

	Retirement Planning
	Investment Management
	Business Assurance
	Estate Planning – Wills, Trusts, Administration, Management

Investment Training

What are the functions of the JSE, share trading procedures, listings requirements, factors affecting share prices, etc.

	Retirement Planning
	Investment Management
	Business Assurance
	Estate Planning – Wills, Trusts, Administration, Management

	Retirement Funds
	Provident Funds
	Retirement Annuities
	Employee Benefits
	Company Retirement Funds
	Employee Benefits Trusts
	Retirement Training
	Client Relationship Management
	Service Levels
	Economic Freedom
	Budgeting
	Banking
	Managing Personal Finance
	Preparation for Retirement
	National Credit Act
	Maintaining a Healthy Credit Record
	Assessing Investment Opportunities and How to Invest
	How to buy an Asset eg house, car etc
	Wills
	Estate Planning
	Marriage Laws
	Medical Aid
	Insurance
	Trusts
	Saving Strategies
	Collective Investments
	Loans

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Life Skills

Women in Finance has facilitated access to training material from various sources on a license fee basis allowing for more cost effective courses to be offered.  Ekurhuleni Municipality is in the process of finalising their calendar to include our workshops. We will be using this as a pilot before approaching other Municipalities. We have secured a list of the 136 top priority municipalities which we will be using in our marketing initiatives in this regard.

Apart from the entrepreneurship programme cited elsewhere in the document, the training material available is as follows :-

Women Finding Their Voices In Society This programme will identify the key challenges women face in asserting their power and will cover subjects such as :
	Assertiveness
	Critical issues faced by Women and solutions for these issues noted
	Living by the decisions taken – noting that these decisions may be different from those taken by men
	Voice Power – how the tone of your voice dictates your authority and the power of words
	Women in Senior Places supporting those on lower ranks and driving women rights
	Developing Women in Disadvantaged positions
	Women Collaborating for Success

It is believed that the format for these discussions would be better suited to panel discussion represented by senior leaders in industry, civil society and government.

In line with the objective of empowering women as a whole, an Equity Awards Programme would be a useful way of obtaining commitment from women, government and civil society to contribute effort into the process.

In order for the above objectives to be effective in society, women need to believe that they are worthy of the position crafted. This may be achieved by a journey of self reflection.

	Self Reflection
	Self Knowledge
	Self Respect
	Self Identity
	Self Confidence
	Self Awareness
	Work Life Balance
	Identifying Your Passion
	Unleashing Your Potential

Once the confidence has been established women need to be positioned to be professional about their new position in society

	Professional People
	Personal Branding
	Personal Mastery
	Etiquette
	Power Dressing
	Managing your Reputation
	Image
	Career Planning
	Delivering Service Excellence
	Entertaining

Professional people then becoming leaders in Society.

Leading Effectively

Section 1
	Time Management
	Punctuality
	Critical Thinking
	Crisis Management
Section 2
	Decision Making
	Problem Identification and solving
	Goal Setting
	Negotiation Competence

Section 3
	Transition Management
	Innovation
	Strategic Insights
	Team Building & Motivation
Section 4
	Roles & Responsibilities of Directors
	Board Expertise
Section 5
	Facility is available to extend this training to include a Harvard Programme on Leadership Development and to obtain relevant accreditation from this institution.
	University of Potchefstroom has a facility in Vanderbijlpark which offers enhanced leadership develop.
	Women in Finance has a relationship with Unisa SBL for higher leadership development

Building Relationships

	Understanding Different Personalities
	Networking - Women in Finance has been requested by the University of Potchefstroom to establish focus groups to identify how women network and what aspects are most effective.
	Self Control
	Relating Effectively
	Listening Skills
	Verbal Communication

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The workshop deals with the everyday issues that arise when starting a new business. It saves time and energy as well as money. Time in that you don’t have to spend time in queue’s trying to get the correct documentation, or doing research on the internet or anywhere else for that matter, trying to find out what you have to do and where you have to go in order to do it.

It is broken up in the following main titles, with their respective sub-titles below: