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 gain the understanding of considering an investors risk profile, needs and objectives.

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 a general understanding of the government employee pension fund.

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 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 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.

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.

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

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

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

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

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 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

Be able to identify various services available to assessors. 
Know the channels used to refer claims. 
Know when to refer a claim for a specific service.