eLearning Development.

Pollen: Making the best of the lockdown

Access our FREE micro-learning Pollen Topic to address the challenges that your employees may face during the lockdown period.
Corona eLearning
Corona eLearning
Corona eLearning
Corona eLearning
Corona eLearning
Corona eLearning

Click on the link below to visit the COVID-19 Corona Virus South African Resource Portal.

Signify's Pollen Series comprises a range of responsive (PC/ tablet / mobile) shelf content.

The Pollen Series can be customised to align to your organisation's corporate identity at a small customisation fee.

The Pollen Series is aimed at a Supervisory and Team Leader-level target audience, and includes the following topics:
1. Active listening
POD 1 - Creating context
  • Understanding the basics of active listening.
  • Examining the impact of poor listening on relationships and on your life.
POD 2 - Assessing your listening
  • Examining your listening skills.
POD 3 - Keys to active listening
  • Identifying the keys to active listening and how to use them.
POD 4 - Using questions
  • Using different types of questions to improve your active listening.
2. Controlling your anger
POD 1 - Understanding anger
  • Understanding anger as an emotion and its impact on you.
  • Examining the reasons why we get angry.
  • Understanding why it’s important to control our anger.
  • Identifying the consequences of not controlling your anger.
POD 2 - Taking charge of your anger
  • Exploring the golden rules when you're feeling extremely angry.
  • Learning the 6 steps to control your anger.
  • Identifying your hot buttons and creating neutralisers for them.
3. Conflict management
POD 1 – The influence of perception on conflict management
  • Reframing our perception of conflict towards neutral ground and more productive conflict management.
POD 2 – Conflict management styles and situational application
  • Understanding the different conflict styles.
  • Identifying the pros and cons of each conflict style.
  • Examining the appropriateness of a conflict management style in a specific situation.
POD 3 – Conflict management strategies
  • Identifying strategies to effectively manage conflict.
POD 4 – Personal development in action
  • Selecting the appropriate conflict resolution response suitable to a specific scenario.
4. Emotional intelligence
POD 1 – Foundational concepts of EI
  • Identifying what emotional intelligence (EI) is.
  • Understanding why EI is important.
  • Assessing your current emotional intelligence.
  • Examining how to grow your emotional intelligence.
POD 2 - The Competencies of emotional intelligence
  • Examining self-awareness and self-management as competencies of EI.
POD 3 - The Competencies of Emotional Intelligence
  • Examining social awareness and social skills as competencies of EI.
POD 4 - Practical application
  • Discovering interactive emotional self-awareness activities.
5. Time management
POD 1 – Creating context
  • Understanding the nature of time.
  • Analysing how you spend your time.
POD 2 – The circle of influence and concern
  • Examining the different spheres of your life.
  • Identifying what you can control and what you can't.
POD 3 – Creating alignment between your values and how you spend your time and energy
  • Creating priorities for your life.
  • Setting goals and developing action plans to achieve your goals.
POD 4 – Practical time management tools and techniques
  • Understanding what the 80/20 principle means.
  • Identifying the urgency and importance quadrants.
  • Examining work tactics to simplify your day at the office.
  • Using routines and schedules to simplify your life.
1. Stress management
POD 1 – What is Stress?
  • Understanding the difference and impact of stressors in your life.
  • Identifying sources of stress in your life.
POD 2 – Towards better balance
  • Identifying what causes stress at home.
  • Examining strategies for better balance in your life.
POD 3 – Managing sources of stress
  • Identifying what causes stress at work.
POD 4 – Coping strategies for stress
  • Developing optimism and coping skills to minimise the negative impact of stress on your life.
2. Resilience
POD 1 – Creating context
  • Identifying what resilience is.
  • Examining how you benefit from being resilient.
  • Identifying the 5 resiliency assets.
  • Examining relationships as the first asset of resilience with reference to
    • The value of good relationships in becoming more resilient.
POD 2 – Resiliency assets emotional intelligence
  • Examining emotional intelligence as the second asset to develop resilience.
POD 3 – Resiliency assets competence
  • Examining how problem-solving, decisive action and perseverance supports resilience in your life.
POD 4 – Resiliency assets optimism and coping skills
  • Discovering how optimism and coping skills help you to become more resilient.
3. Making change easy
POD 1 – Why change is easier for some than others?
  • Understanding different kinds of change.
  • Identifying your feelings about change.
  • Determining the level of control you have over change.
POD 2 – Reasons for resisting change
  • Identifying the top 5 reasons for resisting change.
  • Considering different action steps to address change resistance.
  • Reviewing other lessons learned about resistance to change.
POD 3 – Bolstering change leaders
  • Examining Prosci's 5 tips to overcome change resistance.
  • Identifying Prosci's top 3 reasons for change resistance.
  • Reviewing the ADKAR® change model as a change leader tool.
  • Developing resilience in change leaders.
POD 4 – Tips for dealing with change
  • Examining the impact of your thoughts, attitude, actions and routines on your ability to successfully cope with change.
  • Using your thoughts, attitudes, actions and routines to help you to make change easy.
1. Courageous conversations
POD 1 – What a courageous conversation is and why they need to happen
  • Identifying the issues that need to be addressed during a courageous conversation.
  • Determining what we should communicate during a courageous conversation.
  • Identifying screening questions to determine whether a courageous conversation is required.
  • Analysing the steps to prepare for a courageous conversation.
POD 2 – The keys to a successful courageous conversation
  • Discovering the top strategies to ensure a successful outcome of your conversation.
POD 3 – Communication skills to make your courageous conversation work
  • Ensuring a more successful courageous conversation in 4 easy steps.
2. Coaching
POD 1 – Creating context
  • Explaining what coaching is.
  • Identifying the rationale for coaching.
  • Identifying coaching principles.
  • Identifying the different roles in coaching.
  • Differentiating between coaching and managing in terms of approach and timing.
POD 2 – The GROW coaching process
  • Analysing the steps and activities in the GROW coaching process.
POD 3 – The LEARN coaching model
  • Analysing the principles of the LEARN coaching model.
POD 4 – Supporting practical application
  • Examining how to build trust to a achieve a successful coaching outcome.
3. Mentoring
POD 1 – Creating context
  • Identifying the concept and purpose of mentoring.
POD 2 – The Macro mentoring process
  • Analysing the phases of the macro mentoring process including:
    • Phase 1: Establishment.
    • Phase 2: Relationship building and implementation.
    • Phase 3: Assessment.
    • Phase 4: Separation.
POD 3 – The Micro mentoring process
  • Identifying the 6 steps that provide structure to any mentoring conversation.
  • Examining the stakeholder roles in the mentoring process, including the mentor, the mentee, and the line manager.
POD 4 – Supporting the mentoring process
  • Identifying the nature of change and transformation that takes place in a mentoring process.
4. Teamwork
POD 1 – Creating context
  • Distinguishing between a team and a group.
  • Defining group dynamics and how these fit into the stages of team development.
POD 2 – Self-development tool for team leaders
  • Getting maximum results from your team.
  • Using team norms to contribute to collective performance.
POD 3 – Supporting teamwork through leadership and management style
  • Using the Situational Leadership model.
POD 4 – Practical tips and tools for team leaders
  • Examining tips for effective feedback.
  • Identifying ways to improve your team.
  • Examining ways to build your team’s character.
5. Motivation
POD 1 – What is motivation?
  • Defining motivation.
  • Understanding how motivation creates purpose.
  • Identifying the 3 components of motivation.
  • Understanding internal and external motivation.
POD 2 – Theories of motivation
  • Discovering six of the most common theories of motivation.
POD 3 – Manager's tips for employee motivation
  • Distinguishing between morale and motivation.
  • Understanding the impact of good morale in the workplace.
  • Uncovering myths about what motivates employees.
  • Identifying 8 ways for managers to motivate their employees.
POD 4 – Motivating myself
  • Identifying what you really want and need.
  • Using 10 steps to motivate yourself.
  • Discovering 5 tips for self-motivation.
6. Self-directed leadership
POD 1 – What is self-directed leadership?
  • Understanding what self-leadership means.
  • Examining the reasons why this has become a critical future skill.
POD 2 – The self-leadership process – Part 1
  • Examining the second part of the self-leadership process.
POD 3 – The self-leadership process – Part 2
  • Exploring boundaries and work ethic in your work environment.
POD 4 – Tips and tools for self-leadership
  • Understanding the rationale for making self-leadership a priority.
  • Exploring tips and tools to help you become a self-directed leader.
1. Problem-solving
POD 1 - Creating context
  • Identifying how to prioritise problems.
  • Examining 7 quick problem-solving steps for busy people.
POD 2 - Practical problem-solving strategy #1
  • Examining the Root Cause Analysis problem-solving technique.
POD 3 - Practical problem-solving strategy #2
  • Understanding how to use the 5 Why's problem-solving technique.
POD 4 - Practical problem-solving strategy #3
  • Using the SWOT Analysis technique in problem-solving.
2. Decision-making
POD 1 - Creating context
  • Understanding what decision-making is.
  • Identifying the key focus points during the decision-making process.
POD 2 - Using a decision-making technique
  • Determining decision-making criteria.
  • Determining weighting alternatives for making decisions.
POD 3 - Practical decision-making strategy #1
  • Analysing the Force Field Analysis technique as decisioning tool.
POD 4 - Practical decision-making strategy #2
  • Examining the Cause-and-Effect Analysis technique for decision-making.
3. Diversity management
POD 1 - What is diversity?
  • Understanding what diversity really means.
  • Examining the things that make people diverse.
POD 2 - The organisational benefits of diversity
  • Identifying multiple benefits of a diverse workforce for an organisation.
POD 3 - Making diversity work
  • Examining different organisational focus points where energy and effort should be targeted, to improve diversity management and inclusivity.

4. How to apologise
POD 1 - How to restore a relationship
  • Identifying the choices we make in response to our incorrect or inapropriate behaviour.
  • Understanding why apologies are important.
  • Identifying the reasons why we don’t apologise.
  • Discovering 4 simple steps to making a sincere apology.
1. Being assertive
POD 1 – How assertive are you?
  • Examining the benefits of being assertive in changing your life for the better.
POD 2 – Identify the 3 behavioural styles and their characteristics
  • Examining the passive, assertive and aggressive behavioural styles.
POD 3 – Habits to help you become more assertive
  • Identifying different habits to become more assertive.
POD 4 – Additional resources
  • Identifying resources that will help you to develop your assertiveness.
2. Telling a good story
POD 1 – Why a story is such a powerful tool
  • Identifying the reasons why storytelling is an effective tool.
  • Examining what storytelling can do for your message.
POD 2 – The elements of a good story
  • Identifying the framework for a good story.
  • Examining the elements of a good story.
POD 3 – Tips and tools to improve storytelling
  • Examining how to immerse your audience in your story.
  • Discovering how to create suspense or a sense of wonder.
  • Examining how to make people care about your story.
3. Presentation skills
POD 1 – Planning your presentation
  • Identifying the purpose of your presentation: Why, What, How.
  • Creating context by examining the facts about your topic.
  • Planning your pitch by examining the needs and expectations of your target audience.
  • Planning your approach by selecting the right dress code.
POD 2 – Building your presentation
  • Defining your introduction by formulating the background, the baseline and the outline.
  • Identifying and using meaningful information using the SLIDE technique.
  • Creating a powerful close by summarising, engaging audience participation and closing with a call to action.
POD 3 – Rehearsing your presentation
  • Familiarise yourself with the content and practicing the presentation.
  • Rehearsing your presentation and making notes.
  • Integrating different presentation methods into your delivery.
  • Improving on your delivery by asking for feedback.
POD 4 – Delivering your presentation:
  • Calming your nerves.
  • Opening the presentation with a great introduction.
  • Using effective body language throughout your presentation.
  • Communicating effectively with your audience.
4. Dress for success
POD 1 - Dress codes
  • Identifying dress codes for different levels in a company.
  • Identifying what to wear to work to suit your position and office culture.
POD 2 - Dress codes rules
  • Examining dress code rules to ensure a professional image.
1. Meeting etiquette
POD 1 – Conduct guidelines for effective meetings
  • Analysing global meeting statistics.
  • Understanding how not to behave during meetings.
  • Identifying the back-to-basics guide for good meetings.
  • Examining meeting do’s and don’ts.
POD 2 – Why meetings don't work
  • Identifying the contributing factors to ineffective meetings, including:
    • Information
    • Meeting length
    • Starting late
    • Thinking out loud
    • No accountability
    • Recap
POD 3 - Making meetings work
  • Examining 6 methods to ensure your meetings are effective and efficient, including:
    • 18 minutes max
    • No chairs
    • No cellphones
    • 10 max attendees
    • DRI
    • 5-Word Summary
2. Dealing with bullying
POD 1 – Identifying bullying behaviours
  • Examining different types of bullying, including:
    • Cyber bullying.
    • Bullying at work.
    • Bullying at school.
POD 2 – Identifying workplace bullies
  • Identifying the 6 most common types of workplace bullies.
POD 3 - Resources for help
  • Identifying resources for support for bullying at school.
  • Identifying resources for support if you are being cyberbullied.
  • Reviewing workplace bullying behaviours.
  • Examining your reality.
  • Examining 9 suggestions to deal with a workplace bully.
3. Sexual harassment
POD 1 – The Code of Good Practice
  • Defining what constitutes sexual harassment.
  • Identifying what the Code of Good Practice covers in terms of sexual harassment.
  • Determining where and how the Code applies.
  • Determining workplace policy principles that relate to sexual harassment.
POD 2 – The Faces of sexual harassment
  • Creating context: Reflecting on facts and figures about sexual harassment.
  • Identifying different forms and behaviours of sexual harassment.
POD 3 - Taking action against sexual harassment
  • Determining your first response when facing sexual harassment.
  • Identifying practical tips to deal with sexual harassment.
  • Determining the formal steps available to victims of sexual harassment.
POD 4 - Healing from sexual harassment
  • Understanding what trauma is.
  • Identifying the signs and symptoms of trauma caused by sexual harassment.
  • Determining steps you can take to heal from the trauma of sexual harassment.
1. Dealing with difficult people
POD 1 – Creating context
  • Identifying what a “difficult person” is.
  • Examining different types of difficult people.
POD 2 – Dealing with difficult people in general
  • Examining 8 steps to effectively deal with difficult people.
POD 3 – Dealing with the difficult customer
  • Discovering 8 strategies to deal with the difficult customer.
  • Identifying the do’s and don’ts of dealing with the difficult customer.
2. How to talk to anyone
POD 1 – Tips for talking
  • Identifying ten tips to communicate in a people-centered way.
POD 2 – Being a great conversationalist
  • Examining 10 tricks to become a great conversationalist.
POD 3 – Generational communication
  • Understanding different generations, their background, characteristics, communication preferences and strengths.
POD 4 – Office small talk
  • Examining the most important do’s and don’ts of office small talk.
3. Effective emails
POD 1 - Things you need to know about your recipient before you write an email
  • Planning your email by asking questions about the goal, the message, the recipient and the subject line of your email.
POD 2 - Good emails have...
  • Discovering top tips for writing a good beginning, middle and end to your email, including:
    • The greeting
    • The introduction
    • The middle or body of the email
    • The wrap up and sign-off of your email.
POD 3 - Rules to live by
  • Identifying important rules to help you communicate with impact and write effective emails.
POD 4 - When to send your email
  • Determining the best time to send your email to get a quick response:
1. PC basics
POD 1 – Navigation
  • Learning how to navigate and find your way around documents and websites using a computer.
POD 2 – The Keyboard
  • Identifying and using the different functionalities on a standard computer keyboard.
POD 3 – The Mouse
  • Learning how to use the mouse to increase the efficiency of your work on a computer.
POD 4 – The Desktop

Learning how to find your way around and use the basic functions on the computer desktop, which includes:

  • The Taskbar
  • The Start Icon
  • The Control Panel
  • Checking Network Connectivity
  • Using File Explorer
  • Internet Browsers
2. Telephone etiquette
POD 1 – What is bad telephone etiquette?
  • dentify bad telephone etiquette, rudeness and bad attitude with a video examples and a multiple-choice quiz.
  • Apply good telephone etiquette with a multiple-choice quiz.
POD 2 – What is good telephone etiquette?
  • Understand the importance of good telephone etiquette with a video example.
  • Understand the 9 essentials of good telephone etiquette.
  • Assess your telephone etiquette with a self-assessment quiz.
POD 3 - Why do we need good telephone etiquette?
  • Understand the real consequences of both good and bad telephone etiquette on your company.
  • Understand that there are consequences of telephone conversations with a multiple-choice quiz.
  • Establish the importance of why we need good telephone etiquette.
POD 4 – Let’s get practical- Steps to improve your telephone etiquette.
  • Apply a toolkit of practical skills to an actual conversation, in a fun survival themed POD.
ABC Introduction
  • Understanding the difference between corruption and fraud.
  • Identifying the dimensions of corruption (corrupt activities).
  • Identifying corrupt practices.
  • Defining bribery as a transaction.
  • Understanding what can be viewed as a bribe.
  • Identifying the elements and evidence that constitute bribery.
  • Scenario-based learning. Determining the right course of action given the scenario.
Conflict of interest
  • Understanding the importance of ethics by means of global scandals.
  • Defining conflict of interest.
  • Determining whether a conflict of interest exists.
  • Using guidelines for decision making to avoid conflict of interest.
ABC compliance
  • Defining a culture of compliance.
  • Identifying the 8 elements of a good compliance programme.
AML and CTF: Anti-money laundering and counter terrorist financing
  • Defining fraud, money laundering and terrorist financing.
  • Examining facts about money laundering and terrorist financing.
  • Using examples to explain the 3 steps in the money laundering process.
  • Identifying the 5 key steps to contribute to combating money laundering and terrorist financing.
AML/CTF: suspicious transactions
  • Examining the evidence timeline of major corporate fines relating to measures, controls and screening of customers and 3rd parties.
  • Questioning transaction criteria to identify potential suspicious transactions.
  • Interrogating example scenarios of suspicious customer behaviour/transactions.
  • Using the 4 checkpoints for effective reporting of potentially suspicious transactions.
  • Applying the 3 rules to successful reporting and identification of criminals.
KYC: Know your customer
  • Understanding the basic principles of KYC.
  • Examining what KYC tells you about customers and 3rd parties.
  • Reviewing KYC programme steps.
  • Identifying the 3 elements of KYC good practice.
  • Reflecting on the KYC process.
  • Using the S-A-F-E method as KYC for transactions.
Practical selling skills
POD 1 - Introduction
  • Defining who a customer is.
  • Understanding what customers expect from a sales executive.
  • Analysing how to influence the 6-step customer buying cycle.
  • Using the 8-step sales process to close the deal.
POD 2 – Meet and greet
  • Analysing the three deciding factors that customers measure a sales executive on.
  • Understanding how to make a great first impression using personal appearance, approach and attitude.
POD 3 - Qualify the customer
  • Identifying three steps to successfully qualify a customer.
  • Applying different question types to qualify a customer.
  • Identifying focus areas to formulate qualifying questions.
POD 4 – Present the product: PART 1
  • Demonstrating how to present the vehicle to the customer.
POD 4 – Present the product: PART 2
  • Demonstrating how to do a static and dynamic vehicle presentation.
  • Using the 6-point presentation process during the vehicle demonstration.
  • Demonstrating the steps to follow before, during and after a demonstration drive.
POD 5 – Addressing objections
  • Understanding the value of an objection in the sales process.
  • Differentiating between an objection and an excuse.
  • Identifying the main types of objections.
  • Demonstrating two strategies and a 5-step process to address objections.
  • Applying techniques to demonstrate value to the customer.
  • Listing the do’s and don’ts when handling objections.
POD 6 – Ask for the deal
  • Understanding how to close the deal, ask for the sale and seal the deal.
  • Distinguishing between three different types of deal closers and when to use them.
  • Applying the 9-step process to seal a deal.
1. Risk management
POD 1 – What is risk?
  • Understanding why risk management is important and necessary.
  • Identifying what risk is.
  • Examining the different risk categories.
POD 2 – What is risk management?
  • Identifying what risk management involves.
  • Understanding how to make risk management work.
  • Examining the benefits of managing risk.
  • Adopting a robust risk culture.
POD 3 – The risk management process Part 1
  • Clarifying risk management goals.
  • Identifying key stakeholders involved in risk management.
  • Identifying risks in your environment.
POD 4 – The risk management process Part 2
  • Understanding how to take action when a risk is identified.
  • Monitoring and reviewing risk management.
  • Understanding the communication involved in risk management.
2. Labour Relations Act
POD 1 – Aims of the LRA
  • Explaining the purpose of the Act.
  • Examining what is included and excluded by the Act.
POD 2 – Key stakeholders in terms of the LRA
  • Identifying the key stakeholders in terms of the LRA.
  • Identifying the roles of each stakeholder.
POD 3 – Unfair labour practices and dismissal
  • Identifying four types of unfair labour practices.
  • Explaining how disputes about unfair labour practices should be handled.
  • Exploring the remedies available in case of unfair labour practice.
  • Identifying valid reasons for dismissal.
  • Identifying the criteria for fair dismissal procedures.
POD 4 – Disciplinary and grievance procedures
  • Explaining the disciplinary procedure.
  • Explaining the grievance procedure.
3. Basic Conditions of Employment Act
POD 1 – Role-player rights
  • Identifying the duties of employers and employees in terms of the Act.
POD 2 – Guidelines for working hours
  • Examining the guidelines pertaining to working hours, including ordinary hours, overtime, meal intervals, rest periods, public holidays, night work and Sunday work.
POD 3 – Guidelines for leave
  • Explaining employee leave as it applies to annual leave, sick leave, maternity leave and family responsibility leave.
POD 4 – Guidelines for remuneration
  • Identifying the employer information to be provided to an employee.
  • Reviewing guidelines for employee records.
  • Identifying information to be included on a pay slip or salary advice.
  • Explaining regulations about salary deductions.
4. Employment Equity Act
POD 1 – Overview of the EE Act
  • Understanding the purpose of the EE Act.
  • Examining the guidelines for implementation of the Act in the workplace.
POD 2 – Unfair discrimination
  • Defining unfair discrimination in the workplace.
  • Exploring guidelines and requirements to avoid unfair discrimination.
POD 3 – Affirmative action
  • Defining affirmative action.
  • Identifying key concepts associated with affirmative action.
  • Reviewing employment policy requirements regarding affirmative action.
POD 4 – Implementation of affirmative action
  • Explaining compliance in the context of affirmative action.
  • Defining the Employment Equity Plan, the Employment Equity Report.
  • Reviewing the enforcement of employment equity in the workplace.
5. Occupational Health and Safety Act
POD 1 – Overview of the OHS Act
  • Understanding the legal intent of the OHS Act.
  • Examining what is included and excluded by the Act.
POD 2 – Duties in terms of the OHS Act
  • Identifying the duties of employers and employees in terms of the Act.
POD 3 – Duties in terms of the OHS Act
  • Examining the duties of inspectors, representatives, and committees in terms of the Act.
POD 4 – OHS workplace procedures
  • Reviewing accident and emergency responses.
  • Explaining investigation requirements in terms of the Act.
6. Workplace ethics
POD 1 – The core of workplace ethics
  • Understanding what workplace ethics are.
  • Examining the basis of workplace ethics - our collective values and beliefs.
POD 2 – Ethical workplace behaviour
  • Identifying the questions one can ask to test the ethics of a decision.
  • Reviewing how ethics apply to relationships inside and outside the workplace.
POD 3 – The dark side of Workplace Ethics
  • Testing your understanding of ethical and unethical behavior through practical scenarios.
7. Protection of Personal Information Act
POD 1 – Overview of the PoPI Act
  • Identifying what the PoPI Act is.
  • Understanding how the Act is applied.
  • Reviewing the aims of the Act.
  • Identifying 5 key definitions contained in the Act.
  • Understanding what 'integrity of information' means.
POD 2 – Classification of 'Personal information' under the Act
  • Identifying examples of personal information.
  • Understanding personal rights under the Act.
  • Examining how personal information should be handled to manage risk.
POD 3 – Implementation of the Act.

Examining how the PoPI Act is implemented pertaining to:

  • The duties of the Information Regulator.
  • Your rights in terms of direct marketing.
  • How to lodge a complaint.
  • The penalties applicable for non-compliance to the PoPI Act.
8. Public Finance Management Act
POD 1 – Overview of the PFMA Act
  • Examining the background information to the Act.
  • Understanding the purpose and objectives of the Act.
  • Reviewing the PMFA in relation to the South African Constitution.
POD 2 – The Chapters of the PFMA
  • Creating awareness of the scope of the PFMA.
POD 3 – Policies contained in the Act

Examining the policies contained in the PoPI Act pertaining to:

  • Departments and Public Entities.
  • National Treasury.
  • Provincial Treasuries.
  • Loans, guarantees, and other commitments.
  • Accounting officers and financial statements.
  • Offences.
9. Workplace professionalism
POD 1 – Overview of workplace professionalism
  • Understanding what workplace professionalism means.
  • Examining professional behaviours in a work context.
POD 2 – Professional relationships
  • Examining professional relationships, inside and outside of the workplace.
POD 3 – Professional work ethic
  • Exploring boundaries and work ethic in your work environment.
10. Treating customers fairly (TCF)
POD 1 – Introduction to TCF.
  • Identifying what TCF means.
  • Examining why TCF exists.
  • Understanding why TCF is important right now.
POD 2 – TCF in practice
  • Understanding the fairness outcomes underlying TCF.
  • Identifying how the 6 fairness outcomes can be achieved in daily business practices.
POD 3 – What will TCF do for the customer?
  • Understanding what the different levels of customer protection are and how they work.
  • Distinguishing between ‘suitability’ and ‘best interest’ when meeting the needs of the customer.
POD 4 – Making TCF a part of your business DNA
  • Understanding how to embed TCF in the day-to-day activities of your business.
11. FAIS awareness
POD 1 – Introduction to FAIS
  • Identifying the rationale for FAIS legislation.
  • Understanding the purpose of FAIS.
  • Examining the problems of different legislation that applies to different industry sectors.
  • Identifying how FAIS addresses these problems.
POD 2 – Terminology used in legislation
  • Explaining different terms and concepts used in legislation in the correct context.
POD 3 – Consumer protection
  • Identifying the ways in which legislation protects consumers.
  • Identifying the measures that protect consumers.
  • Identifying the role-players involved in consumer protection.
POD 4 – FAIS licensing processes and requirements
  • Identifying the steps in the authorization process for a company to conduct advisory and intermediary service activities.
  • Understanding Fit-and-Proper requirements.
POD 5 – Requirements for licensing by the Financial Services Conduct Authority for different roles
  • Identifying the requirements for three different career paths, namely:
    • Key Individuals
    • The Compliance Officer
    • The Representative.
12. FICA
POD 1 – Anti-money laundering and counter terrorist financing (AML and CTF)
  • Defining fraud, money laundering and terrorist financing.
  • Examining facts about money laundering and terrorist financing.
  • Using examples to explain the 3 steps in the money laundering process.
  • Identifying the 5 key steps to contribute to combating money laundering and terrorist financing.
POD 2 – AML/CTF suspicious transactions
  • Examining the evidence Timeline of major corporate fines relating to measures, controls and screening of customers and 3rd parties.
  • Questioning transaction criteria to identify potential suspicious transactions.
  • Interrogating example scenarios of suspicious customer behaviour/transactions.
  • Using the 4 checkpoints for effective reporting of potentially suspicious transactions.
  • Applying the 3 rules to successful reporting and identification of criminals.
POD 3 – Know your customer (KYC)
  • Understanding the basic principles of KYC.
  • Examining what KYC tells you about customers and 3rd parties.
  • Reviewing KYC programme steps.
  • Identifying the 3 elements of KYC good practice.
  • Reflecting on the KYC process.
  • Using the S-A-F-E method as KYC for transactions.
POD 1 – Overview of HIV-AIDS
  • Identifying what HIV-AIDS means.
  • Understanding how HIV-AIDS is contracted.
  • Identifying the different stages of HIV-AIDS.
  • Understanding how HIV testing works.
POD 2 – Prevention of HIV-AIDS
  • Listing the different ways to prevent HIV-AIDS in 4 areas, including:
    • Sexual contact.
    • Mother-to-child.
    • Injecting equipment.
    • Blood transfusing, and organ or tissue transplant.
POD 3 – Living with HIV_AIDS
  • Identifying ways to stay healthy and productive when living with HIV, including:
    • Taking medication.
    • Exercising regularly.
    • Dieting in a balanced way.
    • Consulting with a health professional.
    • Building a support system with the help of family and friends.
POD 4 – Overview of Sexually Transmitted Diseases (STDs)
  • Defining what an STD is.
  • Identifying the different types of STDs.
  • Identifying different ways to practice safe sex to minimise the risk of becoming infected.
2. Trauma and PTSD
POD 1 – Overview of Trauma and Post-traumatic stress
  • Defining trauma and post-traumatic stress.
  • Identifying the sources of trauma and post-traumatic stress.
  • Examining the impact of trauma and post-traumatic stress.
POD 2 – Development stages of Trauma and Post-traumatic stress
  • Identifying the stages of trauma and post-traumatic stress.
  • Explaining the signs and symptoms of trauma and post-traumatic stress.
POD 3 – The healing process
  • Examining the role of 'locus of control' in dealing with trauma and post-traumatic stress.
  • Exploring tips and tools to recover from trauma and post-traumatic stress.
POD 4 – Helping others in trauma
  • Using a 3-step approach to help people at the point of trauma.
  • Identifying ways to support others to heal from trauma.
3. Financial wellness
POD 1 – Fundamentals of financial wellness
  • Defining financial wellness versus a crisis.
  • Describing financial freedom.
  • Assessing your current financial status.
POD 2 – The psychology of money
  • Identifying the four elements of money psychology.
  • Assessing your money psychology.
  • Examining ways to develop a productive relationship with money.
POD 3 – Money habits
  • Defining what productive and unproductive money habits are.
  • Evaluating how you manage your personal finances.
  • Identifying what you need to improve in managing your finances.
POD 4 – Ways to manage your money well
  • Examining 5 steps to manage your money effectively, including:
    • Budgeting
    • Spending
    • Borrowing
    • Saving
    • Planning
1. Attitude
POD 1 – What is attitude?
  • Identifying the 3 components of attitude.
  • Examining the impact of attitude using positive and negative examples.
POD 2 – Determine your attitude status
  • Identifying your personal attitude status.
  • Identifying focus areas for improvement.
  • Linking attitude to your life success.
POD 3 – The impact of attitude
  • Discovering how attitude impacts on team dynamics and success.
  • Tips and Tools to cultivate a positive team attitude.
POD 4 – Baking lessons
  • Analysing the components of a winning workplace attitude.
  • Discovering 5 easy steps to change your attitude.
2. Awareness
POD 1 – Understanding awareness
  • Defining what awareness means.
  • Differentiating between awareness, attention and mindfulness.
POD 2 – Identifying different types of awareness
  • Distinguishing between self-awareness, social awareness, awareness of time and awareness of tasks and results.
POD 3 – The importance of awareness
  • Understanding how important awareness is in your life, and in your relationships.
  • Identifying the impact of awareness on our productivity.
  • Identifying the value of environmental awareness in your life.
  • Recognising the benefits of awareness.
POD 4 – Developing awareness
  • Recognising your current level of awareness through self-assessment.
  • Discovering ways to continuously develop your level of awareness using 6 steps.
3. Enthusiasm
POD 1 – What does enthusiasm mean?
  • Understand what it means to have enthusiasm.
POD 2 – Why is enthusiasm a choice?
  • Discover why enthusiasm is a choice and not a feeling.
POD 3 – How does enthusiasm impact my work life balance
  • Identifying the impact of enthusiasm on your personal life, your team and your organisation.
POD 4 – How do I develop an enthusiastic mindset
  • Identifying the myths and facts about enthusiasm.
  • Discovering six ways to build enthusiasm.
  • Applying strategies to develop an enthusiastic mindset.
4. Self-discipline
POD 1 – What is self-discipline?
  • Understanding what self-discipline means.
  • Examining the 5 benefits of self-discipline.
POD 2 – Why is self-discipline such a great characteristic?
  • Identifying the characteristics of self-discipline.
  • Determining if you have the characteristics of self-discipline.
POD 3 – What is the impact of self-discipline on my life and on my team?
  • Exploring the boundaries of self-discipline in your life and work environment.
POD 4 – Self-assessment & How to cultivate / develop self-discipline
  • Exploring tips and tools to help you develop self-disciplined.
  • Applying principles of self-discipline to help in reaching your goals.