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Urgent ETQA notice to learning providers and learners
Click here for more details
ETQA Consultative Workshop Presentations
Click here for more details
Important Notice regarding FSB Recognition of NQF Credits
Click here to view.
The ETQA division of INSETA, is established in accordance with 2 Acts, namely:
  • The Skills Development Act (Act 97 of 1998)
  • The SAQA (South African Qualifications Authority) Act (Act 58 of 1995)

In terms of these Acts, the INSETA ETQA division (INSQA) is officially accredited by SAQA as the Body for Quality Assurance and Provider Accreditation within the Insurance Sub-Sectors.

The ETQA division performs its functions as a partner to the Skills Development division and the Learnerships division through its main work-streams, which are supported by linked activities.

Research conducted through INSETA’s Sector Skills Plan (SSP) is a major driver of the type and levels of qualifications and unit standards needed by the Insurance Industry. The SSP gives an overarching picture of the essential critical and scarce skills needed by the sector, which then inform the development and review of qualifications and unit standards developed, in consultation with industry stakeholders. These are developed through an INSQA-directed project, which ensures that the sector has access to SAQA NQF (National Qualifications Framework) registered qualifications. This allows accredited providers an opportunity to offer current, relevant, national and internationally bench-marked training and education.

The ETQA division is responsible for the following:

  • Ensure continuous quality improvement of education and training through the accreditation, monitoring, auditing and moderation of work-based, public and private providers register assessors and moderators
  • Undertake capacity-building interventions for accredited providers to meet INSETA’s and the NQF objectives.
  • Maintain a learner management system compatible with the National Learner Record Database (NLRD), which is administered by SAQA.
  • Certificate learner achievements
Key Objectives
  • Strengthen quality assurance through review, research and development of appropriate and relevant quality assurance policies and processes. (QMS)
  • Ensure that all accredited providers are delivering the quality of provisioning for which they are accredited, through a comprehensive accreditation, monitoring and auditing process
  • Identify and facilitate the generation of qualifications and unit standards within INSETA jurisdiction, and submit to SAQA for registration on the NQF.
  • Strengthen the implementation of the national quality assurance system, as implemented by INSQA, through building capacity of INSETA staff and stakeholders.
  • Contribute to the full personal development of each person in the organization, and the organization at large
Click here to download Inseta ETQA Brochure (Adobe Acrobat - 307 Kb)
Click here to download Inseta FAIS Brochure (Adobe Acrobat - 298 Kb)
ETQA Moderator Workshop


Please see the presentations that can be downloaded.

Click here to download INSETA Verification Moderator Presentation. (Adobe - 362 Kb)

Click here to download ETQA Regional Moderator Workshop. (Adobe - 380 Kb)

ETQA Learnership Working Colloquium Workshop Presentation


Please see the presentations that can be downloaded.

Click here to download Internship presentation Slides (Powerpoint - 650 Kb)

Click here to download Learnerships presentation Slides (Powerpoint 648 Kb)

Click here to download Deaccreditation presentation Slides (Powerpoint 808 Kb)

Click here to download ETQA Expired Teach Out Qualifications presentation Slides (Powerpoint 561 Kb)

ETQA Circulars

  • ETQA Circular 1 : View
  • ETQA Circular 2 : View
  • ETQA Circular 3 : View
  • ETQA Circular 4 : View
  • ETQA Circular 5 : View
Communique to Private Providers and the ETQA Sector in the Further Education and Training Band: Interim measure to 31 Dec 2007 click here for more information.
IISA-Branded Programmes (Non-NQF Registered)

Equivalence-mapped, Insurance programmes to NQF-registered Qualifications:
(Please note that the mapping was done against the old qualifications which still apply since they are in the teach-out phase)
IISA Unit Standard Alignment for their CoP and ICiBS programmes
Please note that IISA has aligned the above courses to unit standards, and may now be contacted to receive Statement of Results accordingly.
The courses and their respective credits have been broken down as follows:
CoP: Short Term Insurance (IISA Subject Code: 1011)
  US ID Title Level Credits
8989 Describe short term insurance 3 2
8997 Indicate the scope of short term insurance in South Africa 3 3
12164 Demonstrate knowledge and insight into the FAIS Act 4 2
10194 Demonstrate knowledge and insight into the Short Term Insurance Act (No 53 of 1998) and the accompanying regulations 4 2
14991 Apply the law of contract to insurance 4 2
14994 Demonstrate knowledge and understanding of insurable risk 4 2
14995 Explain the nature of risk and the risk management process 4 4
Total (Level 3 & 4) minimum 12 @ level 4 17
CoP: Life Insurance (IISA Subject Code: 1052)
  US ID Title Level Credits
114983 Describe life insurance 3 2
8996 Indicate the scope of life insurance in South Africa 3 3
14316 Demonstrate knowledge and insight into the Long Term Insurance Act 4 2
12164 Demonstrate knowledge and insight into the FAIS Act 4 2
14506 Explain the Financial Intelligence Centre Act, 38 of 2001 and the implications of the act for client relations 4 2
12181 Demonstrate knowledge and understanding of basic investment techniques 4 2
14991 Apply the law of contract to insurance 4 2
14994 Demonstrate knowledge and understanding of insurable risk 4 2
Total (Level 3 & 4) minimum 12 @ level 4 17
CoP: Retirement Funds (IISA Subject Code: 1031)
  US ID Title Level Credits
14506 Explain the Financial Intelligence Centre Act, 38 of 2001 and the implications of the act for client relations 4 2
114960 Describe retirement funding in South Africa 3 3
12548 Demonstrate knowledge and understanding of the role, functions and duties of trustees of retirement funds 3 4
12164 Demonstrate knowledge and insight into the FAIS Act 4 2
10390 Demonstrate knowledge and understanding of different group retirement benefit products 4 2
10393 Demonstrate knowledge and understanding of the primary legislation that impacts on retirement funds 4 2
12181 Demonstrate knowledge and understanding of basic investment techniques 4 2
14994 Demonstrate knowledge and understanding of insurable risk 4 2
10395 Describe group insured benefits 4 2
Total (Level 3 & 4) minimum 12 @ level 4 19
ICiBS: Short Term Insurance (IISA Subject Code: 2201)
  US ID Title Level Credits
10362 Explain reinsurance as it is applied in short term insurance 4 3
10364 Describe insurance cover against damage caused by riots and acts of terrorism and violence in South Africa 4 3
10368 Demonstrate knowledge and understanding of domestic motor insurance 4 3
10370 Process a short term personal/domestic insurance claim 4 3
10373/369 Demonstrate knowledge and understanding of domestic household contents and household buildings 4 3
13839 Demonstrate knowledge and understanding of all risks insurance 4 2
10371 Demonstrate knowledge and understanding of personal accident insurance 3 2
10379 Demonstrate knowledge and understanding of the sales process in short term insurance 4 5
Total (Level 4) 26
ICiBS: Retirement Funds (IISA Subject Code: 2301)
  US ID Title Level Credits
10714 Demonstrate knowledge and insight into legislation to marriage, divorce and maintenance as it applies to group retirement and insurance benefits   4 2
113920 Investigate possible funding options for investors exiting a group retirement fund 4 2
10394 Demonstrate knowledge and understanding of how the insurance industry responds to different needs in the Group Retirement Benefits market   4 2
14315 Demonstrate knowledge and insight into the Income Tax Act (58 of 1962) (as amended) as it applies to insurance and investment products 4 2
10393 Demonstrate knowledge and understanding of the primary legislation that impacts on retirement funds 4 2
14332 Demonstrate knowledge and understanding of reinsurance at a basic level in long term insurance 4 3
113930 Apply industry knowledge to develop an investment strategy for a group retirement fund 4 2
12170 Describe different types of equity based investments 4 3
12171 Describe different types of fixed interest investments and compare these to equities 4 3
113931 Describe the main aspects of pre and post retirement funding 4 2
Total (Level 4) 24
ICiBS: Life Insurance (IISA Subject Code: 2501)
  US ID Title Level Credits
12171 Describe different types of interest bearing investments and compare these to equities 4 3
14314 Analyse the different products in the long term insurance industry and the benefits of each 4 10
14315 Demonstrate knowledge and insight into the Income Tax Act (58 of 1962) (as amended) as it applies to insurance and investment products 4 2
10390 Demonstrate knowledge and understanding of different group retirement benefit products 4 2
12170 Describe different types of equity based investments 4 3
14317 Describe the sales process in long term insurance 4 2
14432 Demonstrate knowledge and understanding of reinsurance at a basic level in long term insurance 4 3
Total (Level 4) 25
Please contact the IISA on (011) 274 8400 in order to receive a statement of credits for the above mentioned courses.
SAQA Letter
Please click here to view a SAQA letter regarding the registration of private further education and training providers with the Department of Education.
Please click here to view a SAQA letter regarding Recognition of Prior Learning and INSETA’s responsibilities thereto.
Learner Certification 52 kB ppt file
Please click here to view SAQA letter regarding the submission of the new qualification for registration on the NQF.

FAIS project team

 

Glen Edwards | FAIS Project Manager
Management of the FAIS project

 

Lerato Mpatane | FAIS Junior Specialist
FAIS Project

 
ETQA team

Nadia Traut | ETQA Manager
Accreditation of primary focus providers
Applications for programme approval/ scope extension of primary focus and MoU providers

 

Unathi Jakalase | ETQA Specialist Consultant
provider accreditation and programme approvals

 

Michelle van der Merwe | ETQA Specialist Consultant
Verification of assessments and moderations

 

William Fisher | ETQA Junior Specialist
Certification of learner achievements
Linking assessors, moderators and providers
Approving provider uploads of learner achievements on the INSETA Management System (SMS)
Recording of skills programmes
Issuing of user-name and password for access to learner uploads on the SMS

 

 

Ouma Mmethi | ETQA Secretary
ETQA administration and secretarial functions
Registration and updating of assessor/moderator status
Certification of assessors and moderators

Key players in the quality spiral
Role-player   Responsibilties
Learning providers  
  • Develop and maintain a quality management system
  • Develop and maintain an assessment management system
  • Ensure suitable and relevant resources for learning delivery, assessment and moderation
  • Develop and maintain a learner management system in line with SAQA and INSETA requirements
  • Upload learner achievements on the INSETA SMS
  • Comply with INSETA’s requirements for accreditation and verification
  • Inform the ETQA of any changes
Assessors  
  • Conducting assessments in line with INSETA’s quality standards
  • Reporting on assessments according to INSETA’s criteria
  • Responsible for the quality and integrity of assessments in line with SAQA NQF principles of good and fair assessments
  • Maintenance of scope with INSETA
  • Adhere to the INSETA Code of Conduct for assessors
Moderators  
  • Pre and post-moderation of assessments
  • report on moderations in line with INSETA’s reporting requirements
  • responsible for the quality and integrity of moderations
  • adhere to INSETA Code of Conduct for moderators

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