Insurance & financial services
Prepare with purpose. Progress with confidence.
Develop regulatory knowledge and practical business capability through focused learning for financial services professionals and corporate teams.
Primarily online · Self-paced
Insurance Regulatory Examination preparation
Prepare for your next professional milestone with flexible RE learning that fits around your work commitments.
RE5 Representatives exam preparation
Exam preparation for representatives in financial services.
Request Course InformationRE1 Key Individuals exam preparation
Exam preparation for FSPs and key individuals.
Request Course Information
Designed for: financial advisers, brokers, key individuals and compliance staff.
Flexible training delivery
Choose how your team learns.
Self-paced online learning
The primary learning format, allowing candidates to work through their preparation around their schedule.
Face-to-face, facilitator-led training
Available on request for candidates or corporate groups. Contact Finweb to discuss your preferred dates, location and training needs.
Delivery arrangements are agreed for the selected course or corporate programme.
Class of Business & CPD
Enquire separately about relevant training options, applicable recognition and any CPD hours attached to a specific activity.
RE preparation supports exam readiness and is separate from the official regulatory examination. Exam registration and fees are separate unless expressly included in your course agreement. Class of Business training and CPD are separate requirements; RE preparation does not automatically satisfy them.
Complementary professional development
Governance, risk & compliance
Corporate Governance & Compliance
Focused professional development.
View CourseFICA & Anti-Money Laundering
Focused professional development.
View CoursePOPIA Compliance
Focused professional development.
View CourseRisk Management
Focused professional development.
View Course
Best for: Compliance officers, legal teams, HR and practice managers.
Delivery options: Discuss interactive digital workshops and corporate group webinars.
Complementary professional development
Leadership & Management
First-Line Supervisory Skills
Focused professional development.
View CourseStrategic Practice Management
Focused professional development.
View CoursePerformance Coaching
Focused professional development.
View Course
Best for: Newly appointed team leaders, managers and executives.
Delivery options: Discuss cohort-based virtual classes and in-person training.
Complementary professional development
Sales & Business Development
Consultative Selling in Financial Services
Focused professional development.
View CourseClient Retention & Negotiation
Focused professional development.
View Course
Best for: Sales representatives, call-centre agents and relationship managers.
Delivery options: Discuss practical role-play workshops and self-study modules.