---
title: "Insurance & Financial Services Training | Finweb"
description: "Explore RE1 and RE5 exam preparation, compliance, leadership and sales training with Finweb. Ask about course delivery and requirements."
url: https://finwebsa.co.za/financial-services-training/
source: Finweb Business Consultancy
last_updated: 2026-11-11
---

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.

[Request RE Course Details](https://finwebsa.co.za/contact/?type=programme&service=financial-services-training#enquiry)

[Explore Online Learning](https://finwebsa.co.za/ecampus/online-courses/)

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 Information](https://finwebsa.co.za/financial-services-training/re5-representatives/)
- **RE1 Key Individuals exam preparation** — Exam preparation for FSPs and key individuals.[Request Course Information](https://finwebsa.co.za/financial-services-training/re1-key-individuals/)

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.

[Enquire About Class of Business & CPD](https://finwebsa.co.za/contact/?type=programme&service=class-of-business-cpd#enquiry)

Complementary professional development

## Governance, risk & compliance

- **Corporate Governance & Compliance** — Focused professional development.[View Course](https://finwebsa.co.za/short-courses/corporate-governance-compliance/)
- **FICA & Anti-Money Laundering** — Focused professional development.[View Course](https://finwebsa.co.za/short-courses/fica-anti-money-laundering/)
- **POPIA Compliance** — Focused professional development.[View Course](https://finwebsa.co.za/short-courses/popia-compliance/)
- **Risk Management** — Focused professional development.[View Course](https://finwebsa.co.za/short-courses/risk-management/)

**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 Course](https://finwebsa.co.za/short-courses/first-line-supervisory-skills/)
- **Strategic Practice Management** — Focused professional development.[View Course](https://finwebsa.co.za/short-courses/strategic-practice-management/)
- **Performance Coaching** — Focused professional development.[View Course](https://finwebsa.co.za/short-courses/performance-coaching/)

**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 Course](https://finwebsa.co.za/short-courses/consultative-selling-financial-services/)
- **Client Retention & Negotiation** — Focused professional development.[View Course](https://finwebsa.co.za/short-courses/client-retention-negotiation/)

**Best for:** Sales representatives, call-centre agents and relationship managers.

**Delivery options:** Discuss practical role-play workshops and self-study modules.
