Conduct Basic Financial Transactions

COURSE INFORMATION

Unit STD Title: Conduct Basic Financial Transactions

Unit STD ID: 14353

NQF Level: 2

Credits: 3

Duration: 1 Day

Course Requirements

Competence in Numeracy and Literacy at NQF Level 1 or Equivalent
Certified copy of I.D

IMPORTANT

Training Requirements

All personnel to be trained are required to submit a certified copy of their I.D document. Certified copies must not to be older than 3 months. Copies of certified photocopies of requested documents will not be accepted. Copies must be clear.
All learners are required to complete the learner information form on acceptance of the quote.
Training is preferred to be done on site of the client provided that the client can make available an area with seating and writing space, sufficient for the number of learners. Should the client not be able to provide a training venue then the training service provider will make the necessary arrangements.
All learners will complete a POE (Portfolio of Evidence) to be deemed competent. Failure to do so will result in the learner not being certified.

Terms & Conditions

Training is confirmed on acceptance of a written quote, upon which time the client will pay the service provider 50% of the cost prior to commencement of training.
Any cancellation of learners on the day of training as per the initial quote will not be refunded. It will be the duty of the client to ensure the attendance of their personnel.
Any additional or last minute attendees will be billed separately.
It will be the duty of the client to advise the training provider in a week in advance of any cancellations, failure to do so will incur pro-rata cost of training.
Request for training out of the Pietermaritzburg area will incur additional travel and accommodation cost.

Certification Process

Once the learners POE has been completed and handed back to the training provider with all evidence completed, the training provider will then implement internal assessment and provide feedback to the client/learners.
Thereafter the training provider will conduct internal moderation. This is to verify that the assessment was done fairly and met the requirements of the training courses.
The training provider will upload all learner details and training conducted on the SETA NLRD (National Learner Record Database).
The training provider then applies for external moderation by the SETA. Please note as per our SETA, i.e. TETA there is a 60-day turnaround time for this process from the time all documents are submitted by the training provider.
A letter will be issued to the client indicating that the required training was conducted, together with a certificate of attendance for each learner.
Once the TETA has completed their external moderation process and if they are satisfied with the outcome, they will uphold the results and issue the training provider with a statement of result for all competent learners.
The training provider will print the SOR (Statement of Results) and issue a certificate of Competence to all successful learners.
Note: As stated previously the certificate of competence does not have an expiry date for any of the courses, however some courses such as First Aid, Fire Fighting, Health & Safety will require that the learners attend a refresher course within a stipulated timeframe to remain updated with current legislation and protocols. This is a mandatory requirement from the Department of Labour.
The training service provide will keep a track of all training done and advise our clients of the due dates for refresher training 3 months prior to the anniversary date of training.
Any certificates lost after issuing will be reprinted at the cost of the client or individual.

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Conduct Basic Financial Transactions

COURSE INFORMATION

Course Requirements

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