What is RE1?
RE1 is a license for Key Individuals (team leader/managers which gives them authority to manage and oversee representatives within the insurance/banking industry.
Who must write RE1?
- You need to have an RE1 certificate if you work as ( Not limited to the following):
• Independent Broker
• Underwriter
• Financial Advisor
• Financial Planner
• Key Individual (Team Leader)
• Business Banker
- All of these professions fall under the insurance and/or banking industry.
What is RE5?
RE5 is a license for representatives, which gives them authority to offer financial advice and financial products within the insurance/ banking institution.
Who must write RE5?
-You need to have an RE5 certificate if you work as:
• A sales consultant
• A financial advisor
• A call centre agent giving financial advice
• A broker or representative at a financial institution
• Business banker
• A claims consultant
- All of these professions fall under the insurance and/or banking industry.
Training and Development
Ukukhula offers Moderation, Assessment and Facilitation services.