SIGNIFY SHELF CONTENT

eLearning Development.

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:
elearning-development
Personal Mastery
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.
Life Skills
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.
Career Management
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.
Transversal Skills
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.
Personal Branding
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.
Workplace Conduct
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.
Relationship Building and Networking Skills
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:
Technical Skills
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
Risk Management
ABC Introduction
  • Understanding the difference between corruption and fraud.
  • Identifying the dimensions of corruption (corrupt activities).
  • Identifying corrupt practices.
ABC-Bribery
  • 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.


Automotive Series
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.
Compliance Series
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.
Wellness
1. HIV-AIDS
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
Performance
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.
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