CPD Accreditation detail

Professional Body: IOBSA

CPD hour allocation: CPD Hours (online learning): 3 CPD hours for each course   

CPD registration number: IOB125 - IOB170 - IOB181 - IOB121 - IOB177 - IOB184

Package description

Pre-retirement - why is a RA the “best” solution?

Learners will gain sufficient knowledge and understanding of a retirement annuity and why it is regarded as one of the best solutions for pre-retirement saving.

The following topics are covered:

• What is a retirement annuity (RA)?
• Frequently asked questions from clients
• Features and benefits of retirement annuities
• Case study
• Advisor tips

 3.5 CPD Hours

Why endowment policies? 

In this course we look at the many features and benefits that make an endowment policy an investment option to consider. We match the features and benefits to the most suitable client so that an advisor can easily establish whether this is the best saving solution for the client.

The following topics will be covered in this course:

• Legal structure of an endowment policy
• Features of typical endowment policies
• Benefits for the client when saving, using an endowment policy
• Most suitable clients
• The least suitable clients

2 CPD Hours

Build better relationships with your team

In this course, you’ll learn how being a better team member and employee can help you foster better working relationships. You’ll also analyse the role you play in strengthening or weakening your workplace relationships with the help of some do’s and don’ts. You’ll also learn how to repair a relationship that’s been damaged.

The following topics will be covered in this course:

• Fundamentals of strong co-worker relationships
• Fundamentals of strong employee-manager relationships
• How to be a better teammate/employee
• Damaging behaviours
• What if I don't like my co-worker?
• How to repair a broken work relationship
• A case study

3 CPD Hours

General code of conduct

The following topics will be covered in this course:

• Review of FAIS Chapter IV: Codes of Conduct - purpose and principles
• Codes of Conduct
• Overview of main changes to the Code
• New definitions
• Section 3: Fairness and fees
• Section 7: Forecasts and illustrations
• Section 8: Suitability and resisting the sale
• Section 14: Advertising
• Section 16: Complaints
• Section 18: Ombud-watchman

2.5 CPD Hours

A guide to workplace professionalism

In this course, you’ll learn the basics of professional behaviour at work with examples of do’s and don’ts in real-world scenarios. You’ll learn the fundamentals of professional communication, whether through emails, phone calls, or other formal and informal situations. When finished, you’ll understand how to build professionalism into every aspect of your job.

The following topics will be covered in this course:

• The fundamentals of workplace professionalism
• How to correspond professionally with clients
• Phone etiquette for professionals
• Formal vs. informal communication

3 CPD Hours

How to be an ethical leader 

In this course, you’ll learn why ethics matter in business and how to create a conscientious culture. Then you’ll get practical tips to help you guide and interact with employees ethically.

The following topics will be covered in this course:

• Ethical leadership and why it’s important
• Making ethics part of your company culture
• Making ethical decisions as a leader
• How to develop ethical employees
• Creating an employee code of conduct
• Guide to evaluating performance fairly
• Managing conflicts of interest in the workplace

4 CPD Hours