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WELCOME
INSETA FIT & PROPER PROJECT
Glen Edwards : ETQA Manager
Dr. Des Leatt : FAIS Consultant
Sheana Campbell : Office Support
FAIS CPD Executive Committee
INSETA PROJECT TEAM
PHASE ONE
Awareness Campaign
Qualifications Equivalence Matrix(www.inseta.org.za)
RPL Assessments- enabled 20 000 Financial Advisors to get licensed
INSETA FAIS PROJECT
FSB Licensing Requirements
Depending on Sub-category of business
• Either 30 Credits by September 2006
• Or 60 Credits by September 2007
REMAINING COMPLIANT
Use an INSETA-accredited learning provider
(INSETA Website : www.inseta.org.za )
INSETA’S APPOINTED PROVIDER
OBTAINING THE CREDITS
What do you get from INTEC ?
Full support during the process Administration taken off your hands Corporates get monthly reports Summative assessments for each Unit Standard
in every Skills Programme
CONTINUOUS PROFESIONAL
DEVELOPMENT (CPD)
INTEC’S SUPPORT PROCESS
You register for an appropriate Skills Programme (0860 10 40 14)
INTEC checks which Unit Standards are already obtained.
Load info onto INTEC system
Dispatch learning material
ONGOING SUPPORT
Tele-tutor available throughout the programme
Customer Relations Manager (CRM) controls procedures
CRM Guidance Did you receive material ?
Is it correct ? What to do next ? Advise assignment submission date
• Analysis of ongoing progress
• Assists Learner to fill the gaps
• CRM phones to remind you when Formative Assessment is due
FORMATIVE ASSESSMENT
ASSESSMENT AND FACILITATION
INTEC assesses assignments (formative) CRM advises Learner whether competent If not yet competent, Learner can resubmit assignment CRM advises date and venue for facilitation session
FACILITATION AND SUMMATIVE
ASSESSMENT1. Learner attends facilitation session2. CRM checks progress, and agrees date and
venue for summative (final) assessment3. Learner attends Summative Assessment
Dates Available• June 2005• November 2005• April 2006• August 2006
• CRM advises whether competent
• Results loaded on INTEC system
• Results forwarded to INSETA and National Learner Record Database (NLRD)
• Learner receives Statement of Credits
• INTEC developing RPL instruments
RESULTS
ENROLMENT
ALTERNATIVES
•Enrol for Skills Programmes of about 10 credits each
• Enrol for a number of Skills Programmes (e.g. 60 Credits)
• Enrol for a full qualification
SUBSIDIES AND DISCOUNTS
INSETA R250.00 subsidy per Advisor
Limited Funds – First Come, First Served
INTEC negotiates group discounts
Therefore : 60 CREDITS = 600 HOURS
DON’T wait till the last minute…….
ENROL NOW0860 10 40 14
EACH CREDIT IS EQUIVALENT TO 10 HOURS
OF LEARNING
GET INVOLVED IN CONTINUOUS PROFESSIONAL DEVELOPMENT
ENROL AT0860 10 40 14
Continuing Professional
Development (CPD)
Work related
Skills Programmes
Qualifications
Job or organisation requirement.
Licensing and registration.
Who owns the career path?
• Organisation?
• Individual Learner?
• FSB?
• Professional Body?
The National Qualifications Framework
NQF Qualification
8+ All doctorates.
8 Masters degrees
7 Honours degrees, B. Tech, some professional, post graduate and work-based qualifications.
6 First degrees, some professional, postgraduate and work-based qualifications.
5 Undergrad. diplomas/certificates, work-based qualifications
4 National certificates (FETC)
3 National certificates
2 National certificates
1 National certificate (GETC)ABET level 4, school grade 9
ABET level 3 Grade 7
ABET level 2 Grade 5
ABET level 1 Grade 3
Proposed New NQF
NQF
Qualification
10 All doctorates.
9 Masters degrees
8 Honours degrees, B. Tech, some professional, post graduate and work-based qualifications.
7 First degrees, some professional, postgraduate and work-based qualifications.
6 Undergrad. diplomas/certificates, work-based qualifications????
5 Undergrad. diplomas/certificates, work-based qualifications????
4 National certificates (FETC)
3 National certificates
2 National certificates
1 National certificate (GETC) ABET level 4, school grade 9
ABET level 3 Grade 7
ABET level 2 Grade 5
ABET level 1 Grade 3
A planned combination of learning outcomes with a defined purpose
that:
1. Enriches the learner• Status• Recognition• Licensing/registration• Access to further learning• Marketability• Employability• Benefit society and the economy
A planned combination of learning outcomes with a defined purpose that:
2. Promotes lifelong learning.
3. Is nationally and internationally comparable.
Are awarded when the learner has accumulated the correct number of credits in the required combination.
120 credits are needed for a National Certificate (140 credits at Level 4)
240 credits are needed for a National Diploma.
The credits are divided into 3 categories of learning
Fundamental Core Elective
Knowledge, skills and attitudes that are the foundation for all learning at the level of the qualification.
Specific knowledge, skills and attitudes that are compulsory in a particular qualification.
Selected additional credits not always specified in the rules of combination.
LearnerInterestLicensing/registration requirementsPersonal empowerment…
Employer and employeeAppraisal: Performance development plan.Requirement of the jobWorkplace skills planCompany visionNeed to know and be able to do.Licensing/registration requirements.Part of EAP programme.
Level
National Certificate
in…
Fundamental
Core
Elective
Minimum
credits
5 Wealth Management
41 62 17 120
4 Wealth Management
66 52 22 140
4 Short Term Insurance
66 48 26 140
4 Risk Management
66 59 15 140
2 Financial Services
46 60 14 120
Level
National Certificate
in…
Fundamental
Core
Elective
Minimum
credits
Qualification awaiting registration:Submitted to SAQA November 2004.
4 FETC: Long Term Insurance
68 52 20 140
Proposed Qualification to be submitted to SAQA in February 2005
4 FETC: Retail Insurance
68 59 11 140
Qualifications and Unit Standards are developed in response to the
questions :
What does the learner need to know?
What should the learner be able to do?
Problem solving and decision making.
Team work.
Communication and numeracy.
Self organisation.
Understanding relationships, implications and consequences.
The Critical Cross Field Outcomes
Reflection and learning strategies.Responsible citizenship.Culturally and aesthetic sensitivity.Education and career opportunities.
1 credit is 10 hours of notional time.
Registered statements of desired
training outcomes and their associated assessment criteria.
Short programmes/Skills Programmes
Building blocks of
National qualifications
Short Learning Programmes
Credit bearing
Short courses aligned to unit standards
Credits in a qualification (Skills Programmesincluded in WSP)
Short Learning Programmes
Non-credit bearing
SeminarsOne-day workshopsProgrammes (less than 10 hours and no credits)Programmes where less than one unit standard can be awarded.Continuing professional developmentRefresher programmesProduct/equipment specific training.
Short Learning Programmes
For credit
Not for credit
Dual purpose programmes
The learner chooses whether to be assessed based on the purpose of the programme.
Short coursesLearner or employer chooses.
Work specific or Personal Development.May be included in Workplace skills Plan
or part of EAP.
Apply knowledge of self and own situation to manage risks resulting from change in the workplace
Short Course 1
Explain the manager’s role in identifying and referring vulnerable or at risk employees
Develop a strategy to manage compromised employee wellbeing.
Short Course 2
Exit (no qualification) Registration on NLRD if the learner elects o be assessed.
Skills ProgrammesLearner or employer chooses.
Work specific.
Focus on income generation.Included in Workplace skills Plan
Explain personal/domestic insurance
in South Africa.
Process a short term personal/domestic claim.
Underwrite a standard jeopardy in short term domestic insurance.
Exit (no qualification) Registration on NLRD (Grant?)
LearnershipComponents predetermined in line with
rules of combination for Qualification
Work skills and general education.Focus on work and lifelong learning.
Communication
Mathematical Literacy.
Unit standards classified as core for The National Certificate in ….
U.S. and on job experience
U.S. and on job experience
U.S. and on job experience
U.S. and on job experience
Exit Learnership: Qualification NQF level 1 to ?.
Qualification Rules of combination apply.
Fundamental, Core and Electives.
Communication
Mathematical Literacy.
Unit standards classified as Core for the National Certificate in …
Unit standard
Unit standard
Unit standard
Unit standard
Unit standard
Exit: National Certificate in …: NQF Level ?
The relationship between the title, specific outcomes and assessment criteria:
TitleIndicates the content of the unit
standard.Not a task or work procedureNot steps in a process
The relationship between the title, specific outcomes and assessment criteria:
Outcomes are
competence outcomes
Not tasks or procedures Not steps in a process
The relationship between the title, specific outcomes and assessment criteria:
Assessment criteria
Assess whether the learner knows and can demonstrate the competence specified in the outcome and are attributable to one person.
Simplified versionof the qualifications path
7 OVS:Certified Financial Planner (FPI approved)
Higher Certificates and Diplomas offered at Higher Education Institutions.
6 D WMNeeded for FAIS
Fundamentals registered (2003)
5 National Certificate in WM
C: LTRAD: LTRA
Fundamentals registered (2003)
4 WM (2003)
Replaces CI from 2005
LT (2001
)FETC:
LT(2004
)
LTRA (2001
)FETC:LTRA(2004
)
FETC:MCA
(2004) replac
esHBA:
Claims (2001)
ST (2002
)
RM (2003
)
RI FSM (2003)(Supervisors
)
Simplified versionof the qualifications path
Simplified versionof the qualifications path
3 Generic Industry QualificationsNC in Insurance (2001) replaced by NC in Financial Services (2004) (Also Replaces L4 CI for admin people in CI managers)
FSM (2003)(Team leaders)
2 Generic Industry QualificationsNC in Insurance Administration (2000) replaced by NC in Financial Services (2004)
1 2 Unit Standards: Members- Retirement Funds and Medical Schemes