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Available courses

In this course, you will gain an understanding of the importance of holistic financial planning.  You will also be able to demonstrate and understand the financial planning process.

In this course, you will learn how to integrate your knowledge of economics and the markets when discussing and analysing a clients financial plan.

In this course, you will gain the understanding of considering an investors risk profile, needs and objectives.

In this course, you will gain the knowledge and understanding to discuss the purpose and use of the different asset classes.

In this course, you will gain an understanding of the ASISA fund classification system and how funds are structured.

In this course, you will gain knowledge of the various funds' options and their benefits and suitability.  You will also gain an understanding of discretionary as well as compulsory investment vehicles.

In this course, you will gain a general understanding of the government employee pension fund.

In this course, you will gain an understanding of the various tax consequences of asset classes, the tax implications on retirement provision as well s knowledge to advise clients on the most suitable lump sum to take for their specific scenario.

In this course, you will gain an understanding of the options and processes of early withdrawal and its impact on retirement funds at divorce.

This course is designed to give you the tools you need to recognize your emotional triggers, control your emotional and physical responses, and handle other’s emotions.  As a result, you will be able to communicate more effectively with supervisors and coworkers, be able to channel negative energy into more positive and productive activities, and will promote your overall emotional intelligence.

This program is designed to provide you with the knowledge and tools to develop your emotional intelligence. You’ll learn how to avoid self-sabotaging outcomes by altering how you perceive and respond to emotionally-charged situations. In addition, you’ll improve your ability to resolve conflict constructively, create a productive work environment, build and mend relationships, and bounce back from setbacks and disappointment.

This course will enable you to learn the components of critical thinking and avoid blocks to critical thinking. As a result, you’ll be able to think more creatively and independently, make better decisions by problem-solving systematically, identify the value of ideas and reach well-reasoned conclusions.

This course will teach you to identify characteristics of an effective problem solver, challenge your go-to problem-solving habits, inspire you to be more creative and give you a variety of diagrams to help you develop creative problem-solving methods. As a result, you will be able to overcome traditional thinking patterns, have more confidence in your ability to handle problems as they arise and be able to assess the impact of possible solutions.

Please note this is a closed book assessment.

No notes allowed.

Good luck!

A welcome note from the PPS Academy Team as well as broad overview of what to expect in your journey on this program. 

In Module 1: PPS Context, PPS Group CEO Izak Smit, will be delivering a lecture about leadership philosophy at PPS. During this module we will also be covering PPS history, values, vision, culture and strategy. You can look forward to discovering your own personal leadership style as well as develop the skills necessary to tell powerful leadership stories.

In Module 2: Emotional Intelligence & Resilience, PPS Group COO Nick Battersby, will deliver inspirational insights about being an emotionally intelligent leader and building resilient teams. During this module we will uncover The 5 Dysfunctions of a Team. We will share a framework for building effective teams and ultimately, as a PPS leader, you will discover how to cultivate psychological safety within your team.

CFO Tiffany Boesch and Chief Financial Controller Thys to present on  PPS Finance model and income statement

Head of Legal and Compliance Leon du Plessis to present on process and procedures for managers to know.

Head of Employee relations Fathima Mohamed to present on PPS Code of Conduct

Risk manager Rozelle Grobler to present on risk management policies and procedures

Head of change and strategy Paul Gichuru to present on the agile way of work

LBS Executive Wimpie Mouton to present on how to get and keep the YES.

CEO Izak Smit and Head of the PPS Academy Quinton Douman to present on how to inspire like a leader.

Peter Drucker, who was considered to be the “father of modern management,” did not mince words when he advised managers and leaders about the dangers of complacency and putting off the future! That’s why we believe that it is important to tap into some of the most pointed and provocative advice for creating the best possible future for our organization from these renowned Leaders 

Learning outcome

On completion of this module, you should:

  • Be familiar with the PPS’s eligibility criteria.
  • Understand that the occupation practised by the member determines which products the member can apply for.
  • Be familiar with the area of operations. 
  • Understand which tertiary institutions of learning are accepted.
  • Understand the rules applicable when a member stops working or changes his/her occupation.
  • Know what is expected of you at claim stage, should a member have changed his/her occupation.  

Learning outcome

By the end of this module you should be able to understand:

  • The Free Cover Benefit
  • Commencement of cover
  • The meaning of underwriting acceptance
  • Conditions applicable to Free Cover
  • Application of Free Cover at claim stage 

Learning outcome

On completion of this module, you should be able to understand:

  • The Immediate Cover Benefit.
  • When the cover commences and stops.
  • Conditions applicable to this benefit.
  • How to apply the benefits at claim stage.
  • What amount should be paid.
  • When will the benefit not be payable.

Learning outcome

On completion of this module, you should:

  • Be familiar with the provisions of the PPS Provider Policy with regards to auto increases.
  • Be familiar with the process of communicating auto increases to members.
  • Be able to view cover held in a particular year.

Learning Outcome

On completion of this module you will:

  • Understand what a time barring clause is.
  • Understand the PPS time barring clause; “late submission” and where to find it in the PPS Provider Policy document.
  • Understand the internal claims policy.
  • Be able to apply the internal claims policy to your assessment of claims that are considered “late”.

Learning outcome

On completion of this module, you should:

  • Be able to define the term; ‘non-disclosure’.
  • Know what constitutes a ‘Deterioration of Health’?
  • Know why non-disclosure investigations are performed.
  • Know what to consider before embarking on a non-disclosure investigation.
  • Be able to determine when a non-disclosure investigation is required. 
  • Know where to find the non-disclosure investigation guideline.
  • Be familiar with the Ombudsman’s view on non-disclosures.
  • Know where to find the underwriting policy.
  • Know what to do with your claim whilst the investigation is being carried out.
  • Be familiar with the investigation process.
  • Know when and how PPS can act on a positive non-disclosure. 

Learning outcome

On completion of this module, you should be able to understand:

  • What is TCPP
  • Who qualifies for TCPP?
  • Products that qualify for   TCPP
  • Terms and conditions of TCPP
  • What happens at the claim stage? 

Learning outcomes

On completion of this module, you would 

  • Have gained a basic understanding of the underwriting process at PPS.
  • Know how the underwriting decision influences the claim.
  • Be able to navigate your way around Underwriting notes on Service Manager and Phoenix.  
  • Be familiar with the Ombudsman’s view on underwriting.  

Learning Outcome

On completion of the module, you should:

Learning outcome

On completion of this module, you should be able to understand:

  • Define the communication matrix.
  • Understand the steps in the claims assessment of which PPS members and brokers need to be kept informed.
  • Understand the importance of obtaining consent from the member prior to communicating their medical condition to brokers.
  • Locate the claims communication matrix manual on the DNA site.
  • Generate a claim statement.