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Applied Learning Academy

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Applied Learning Academy provides quality training support services, a range of regulatory exam solutions, and foundational skills programmes.

Training support services

Freelance facilitation, moderation, development of training material/assessments and planning – Inseta aligned and other industry qualifications, in house training, wellness programmes, supervision arrangements.

Specialist areas: financial planning, short and long term insurance, medical schemes and employee benefits at NQF levels 4 - 6, FAIS FIT and Proper compliance.

Regulatory exams

Practical resources for the level 1 regulatory exams for representative and key individuals. More than 80% of workshop attendees pass the first time! Training and knowledge solutions include workshops, mock exams, study support pack and more.

Foundational skills

Foundational skills are the core and essential skills needed to engage successfully in life. A lack of foundational knowledge and skills results in problems at work, debt, productivity issues, and stress. The foundational skills modules cover three important areas:

  • Managing money: budget, prioritising expenses, debt and loans and basic financial planning concepts

  • Managing work: managing time, planning to improve productivity, professional behaviour, customer service, basic sales and basic presentation skills

  • Managing life: goal setting, decision making, work/life balance, personal development and self management

For more information visit us at

Company Press Releases »

Icon Passing the FAIS Regulatory Exams with Applied Learning
23 Jan 18 | Read More »
By Tamara Jacobsen, Director, Applied Learning Academy www. appliedlearning. co. za   The effective date of major changes to the Fit and Proper requirements under the Financial Advisory and Intermediary Services Act has been confirmed as April 1, 2018. The ...
Icon Why I love FAIS
21 Jul 17 | Read More »
By Tamara Jacobsen: Director- Applied Learning Academy The provisions of the Financial Advisory and Intermediary Services Act, 2002 (FAIS) have been in place for more than a decade now. Financial advisors, planners, consultants and agents who deal with insurance, medical ...
Icon Disposition of and Distribution of Death Benefits: Retirement Funds
15 Jun 17 | Read More »
By Tamara Jacobsen, Director, Applied Learning Academy What is a death benefit under a retirement fund? A death benefit means the lump sum that becomes payable in the event of death of a member of a retirement fund, i. pension and provident funds, preservation and retirement ...
Icon We help you to pass the first level FAIS Regulatory Exam
05 Jun 17 | Read More »
By Tamara Jacobsen, Director, Applied Learning Academy   Recently we have seen that many Financial Services Providers are unwilling to assist their representatives in terms of training and support in preparation for the Regulatory exams. The main reasons ...
Icon Scam alert: call centre and office administration jobs in insurance or banking
12 Dec 16 | Read More »
By Tamara Jacobsen, Director, Applied Learning Academy The unemployed daughter of an acquaintance responded recently to a call centre position advertised on a job website. This is a copy of the actual ad: “We are now looking for Matriculants or Grade 11 people to ...
Icon Passing the first level FAIS Regulatory Exam
14 Nov 16 | Read More »
By Tamara Jacobsen, Director, Applied Learning Academy Applied Learning Academy specialises in training and support solutions for the first level regulatory exams. We receive many requests for assistance from representatives and key individuals who have not been successful ...
Icon FAIS Regulatory Exams – Important notice on approaching cut-off date
23 May 16 | Read More »
CUT OFF DATE AT 30 JUNE 2016 FOR REPRESENTATIVES APPOINTED BETWEEN  1 JULY 2013 AND 30 JUNE 2014 By Tamara Jacobsen, Director, Applied Learning Academy FIT AND PROPER REQUIREMENTS: REGULATORY EXAMS The minimum requirements for representatives under the Financial ...
Icon FAIS Regulatory Exams: Representatives (RE 5)
15 Feb 16 | Read More »
By Applied Learning Academy (Pty) Ltd What is a representative? Any person who provides input to a client to make a financial decision on one of the products listed in the FAIS legislation is classified as a representative under the FAIS Act (Financial and Intermediary ...
Icon FAIS regulatory exams: are financial services providers failing their representatives?
11 Jan 16 | Read More »
By Tamara Jacobsen, Director, Applied Learning Academy As a regulatory training provider, Applied Learning Academy is continually approached by individual representatives who need to write the exams but have not been given any assistance or support by their employers ...
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