Law, Military Science and Security Sovereignty of the State

Agent Program Planning And Management Training

SAQA US 117380 | NQF 6 | Credits 8 | Duration 5 Days
From $1,242 per delegate

Description

This course equips learners with the skills to plan, implement, and manage agent programs effectively within an organisational context. It focuses on strategic alignment, resource allocation, and performance monitoring to achieve program objectives. Learners will gain practical tools to coordinate agency activities and ensure compliance with relevant policies.

Learning Outcomes

  • Analyse the strategic context and objectives of an agent program to inform planning decisions.
  • Design a comprehensive agent program plan incorporating timelines, resources, and risk management.
  • Implement the agent program by coordinating activities, stakeholders, and communication channels.
  • Evaluate program performance against defined metrics and adjust strategies as needed.
  • Demonstrate compliance with organisational policies and regulatory requirements throughout the program lifecycle.
  • Apply effective leadership and management techniques to guide agent teams toward program goals.

Target Audience

This course is designed for managers, team leaders, and professionals responsible for planning and overseeing agent programs in corporate or agency settings. It is also suitable for individuals aspiring to take on program coordination roles.

Prerequisites

None — open enrollment

Course Outline

Day 1: Foundations of Agent Program Planning

Objectives:
• Understand the role and scope of agent programs in the insurance and financial services industry.
• Identify key stakeholders and their responsibilities in program planning.
• Explain the regulatory framework governing agent programs in South Africa.
• Define program objectives aligned with organisational strategy.
• Outline the basic components of an agent program plan.

Topics:
• Introduction to agent program management
• Overview of the insurance and financial services landscape
• Regulatory environment: FAIS Act, FSCA requirements
• Stakeholder identification and role clarification
• Setting program goals and objectives
• Key elements of a program plan
• Case study: Successful agent program in a South African context

Day 2: Agent Recruitment, Selection, and Onboarding

Objectives:
• Develop a recruitment strategy targeting suitable agent candidates.
• Design selection criteria and assessment processes.
• Create an effective onboarding programme for new agents.
• Understand the legal and compliance requirements during recruitment.
• Apply tools for evaluating candidate fit and potential.

Topics:
• Recruitment planning and sourcing channels
• Competency frameworks for agents
• Selection methods: interviews, assessments, background checks
• Compliance: FSCA fit and proper requirements
• Onboarding programme structure and content
• Induction and initial training integration
• Practical exercise: Designing a recruitment plan

Day 3: Training, Development, and Performance Management

Objectives:
• Design a structured training curriculum for agent development.
• Implement performance management systems for agents.
• Use key performance indicators (KPIs) to monitor agent performance.
• Provide constructive feedback and coaching.
• Identify continuous professional development (CPD) opportunities.

Topics:
• Training needs analysis and curriculum design
• Product knowledge, sales skills, and compliance training
• Performance management frameworks and KPIs
• Setting performance targets and review cycles
• Coaching and mentoring techniques
• CPD requirements under FSCA
• Role-play: Performance review meeting

Day 4: Compensation, Motivation, and Retention Strategies

Objectives:
• Design a compensation structure that aligns with business goals.
• Develop incentive schemes to motivate agents.
• Implement retention strategies to reduce agent turnover.
• Understand the link between compensation and compliance.
• Evaluate the effectiveness of reward programmes.

Topics:
• Compensation models: commission, bonuses, and benefits
• Designing incentive programmes and sales contests
• Motivation theories and practical application
• Retention strategies: career pathing, recognition, support
• Compliance considerations in compensation
• Data analysis: measuring retention and turnover
• Group activity: Creating a compensation plan

Day 5: Programme Evaluation, Compliance, and Continuous Improvement

Objectives:
• Evaluate agent programme effectiveness using data and feedback.
• Ensure ongoing compliance with regulatory requirements.
• Implement continuous improvement processes.
• Develop an action plan for programme enhancement.
• Integrate all programme components into a cohesive management approach.

Topics:
• Programme evaluation methods: surveys, metrics, audits
• Regulatory compliance monitoring and reporting
• Continuous improvement cycle: Plan-Do-Check-Act
• Handling non-compliance and corrective actions
• Technology tools for programme management
• Final project: Presenting a comprehensive agent programme plan
• Course wrap-up and certification

Practicals

No practicals for this training.

This course is made up of exercises and case studies delivered alongside the theory — no separate practical sessions are required to complete it.

Summatives

Each delegate is assessed continuously throughout the course and a final summative test at the end.

Daily Exercises — 30%

Every training day ends with a multiple-choice exercise scored out of 100%. The scores from each daily exercise are averaged across the duration of the course to produce a Daily Average mark, which contributes 30% to the final total.

Final Test — 70%

On the last day a final summative test is written. It is a multiple-choice paper with multiple-answer questions: each question may have more than one correct option, and a single wrong selection on a question marks the entire question wrong — no partial credit. The final test is scored out of 100% and contributes 70% to the overall mark.

Final Total
Component Out of Weight
Daily Average (multiple choice) 100% 30%
Final Test (multi-answer multiple choice) 100% 70%
Final Total 100%

All marks are recorded on the AATICD LMS and visible to each learner under their account.

Certificate

Certificate of Completion

Awarded to delegates who achieve an overall mark of 50% or higher on the Final Total (Daily Average 30% + Final Test 70%).

How it works
  • Certificates are auto-generated on the AATICD LMS as soon as the marks pass the 50% threshold.
  • Each certificate is a branded PDF with the delegate's name, the course title, the unit standard ID, NQF level, credits, and the date of issue.
  • You can download or print your certificate from your LMS dashboard at any time after issue — there's no reissue fee and no expiry date.
  • If you scored under 50% you can sit the final test again at the next scheduled session at no extra cost.
Where to find it

Sign in to the LMS, open your dashboard, and your certificates appear under My Certificates. Each entry has a View / Download button and a print option.

Training Discounts

Group discounts apply automatically — the more delegates you enrol, the greater the saving. Discounts are calculated at 3% per 5 delegates, scaling up to 40% off for 100+ delegates.

Delegates Discount
5 3% off
10 6% off
15 9% off
20 12% off
25 15% off
30 18% off
50 30% off
75 35% off
100 40% off

3% discount per 5 delegates, up to 40% off for 100+ delegates. Contact us for a custom group quote.

Upcoming Training Sessions
Online training — attend live sessions from anywhere via our virtual classroom.
Start End Delivery Season Price Action
Mon 07 Sep 2026 Fri 11 Sep 2026 Virtual Spring 2026 $1,242 Register
Mon 28 Sep 2026 Fri 02 Oct 2026 Virtual Spring 2026 $1,242 Register
Mon 19 Oct 2026 Fri 23 Oct 2026 Virtual Spring 2026 $1,242 Register
Mon 07 Dec 2026 Fri 11 Dec 2026 Virtual Summer 2026 $1,242 Register
Mon 11 Jan 2027 Fri 15 Jan 2027 Virtual Summer 2026 $1,242 Register
Mon 15 Feb 2027 Fri 19 Feb 2027 Virtual Summer 2026 $1,242 Register
Mon 01 Mar 2027 Fri 05 Mar 2027 Virtual Autumn 2027 $1,242 Register
Mon 08 Mar 2027 Fri 12 Mar 2027 Virtual Autumn 2027 $1,242 Register
Mon 15 Mar 2027 Fri 19 Mar 2027 Virtual Autumn 2027 $1,242 Register
Mon 07 Jun 2027 Fri 11 Jun 2027 Virtual Winter 2027 $1,242 Register
Mon 28 Jun 2027 Fri 02 Jul 2027 Virtual Winter 2027 $1,242 Register
Mon 19 Jul 2027 Fri 23 Jul 2027 Virtual Winter 2027 $1,242 Register
Mon 06 Sep 2027 Fri 10 Sep 2027 Virtual Spring 2027 $1,242 Register
Mon 27 Sep 2027 Fri 01 Oct 2027 Virtual Spring 2027 $1,242 Register
Mon 18 Oct 2027 Fri 22 Oct 2027 Virtual Spring 2027 $1,242 Register
Mon 06 Dec 2027 Fri 10 Dec 2027 Virtual Summer 2027 $1,242 Register
Mon 27 Dec 2027 Fri 31 Dec 2027 Virtual Summer 2027 $1,242 Register
Mon 17 Jan 2028 Fri 21 Jan 2028 Virtual Summer 2027 $1,242 Register
On-Campus training — face-to-face sessions at our training venues across Africa and beyond.
Showing all 492 sessions across 26 venues
Start End Venue Season Price Action
Mon 10 Aug 2026 Fri 14 Aug 2026 Durban, South Africa Winter 2026 $2,916 Register
Mon 10 Aug 2026 Fri 14 Aug 2026 Abu Dhabi, UAE Winter 2026 $5,238 Register
Mon 10 Aug 2026 Fri 14 Aug 2026 Pretoria, South Africa Winter 2026 $1,863 Register
Mon 10 Aug 2026 Fri 14 Aug 2026 Dubai, UAE Winter 2026 $5,238 Register
Mon 10 Aug 2026 Fri 14 Aug 2026 Cape Town, South Africa Winter 2026 $3,078 Register
In-House training — we bring the trainer to your organisation, tailored to your team.
Start End Delivery Season Price Action
Mon 14 Sep 2026 Fri 18 Sep 2026 Your Premises Spring 2026 $1,615 Register
Mon 05 Oct 2026 Fri 09 Oct 2026 Your Premises Spring 2026 $1,615 Register
Mon 26 Oct 2026 Fri 30 Oct 2026 Your Premises Spring 2026 $1,615 Register
Mon 14 Dec 2026 Fri 18 Dec 2026 Your Premises Summer 2026 $1,615 Register
Mon 18 Jan 2027 Fri 22 Jan 2027 Your Premises Summer 2026 $1,615 Register
Mon 22 Feb 2027 Fri 26 Feb 2027 Your Premises Summer 2026 $1,615 Register
Mon 08 Mar 2027 Fri 12 Mar 2027 Your Premises Autumn 2027 $1,615 Register
Mon 15 Mar 2027 Fri 19 Mar 2027 Your Premises Autumn 2027 $1,615 Register
Mon 22 Mar 2027 Fri 26 Mar 2027 Your Premises Autumn 2027 $1,615 Register
Mon 14 Jun 2027 Fri 18 Jun 2027 Your Premises Winter 2027 $1,615 Register
Mon 05 Jul 2027 Fri 09 Jul 2027 Your Premises Winter 2027 $1,615 Register
Mon 26 Jul 2027 Fri 30 Jul 2027 Your Premises Winter 2027 $1,615 Register
Mon 13 Sep 2027 Fri 17 Sep 2027 Your Premises Spring 2027 $1,615 Register
Mon 04 Oct 2027 Fri 08 Oct 2027 Your Premises Spring 2027 $1,615 Register
Mon 25 Oct 2027 Fri 29 Oct 2027 Your Premises Spring 2027 $1,615 Register
Mon 13 Dec 2027 Fri 17 Dec 2027 Your Premises Summer 2027 $1,615 Register
Mon 03 Jan 2028 Fri 07 Jan 2028 Your Premises Summer 2027 $1,615 Register
Mon 24 Jan 2028 Fri 28 Jan 2028 Your Premises Summer 2027 $1,615 Register
Training Discounts
Delegates Discount
5 3% off
10 6% off
15 9% off
20 12% off
25 15% off
30 18% off
50 30% off
75 35% off
100 40% off

3% off per 5 delegates, up to 40% for 100+

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