IISA - The Insurance Institute of South Africa

FAIS Evaluation

Should you have done insurance or financial services related training in the past and you need confirmation of what you still require to be FAIS Compliant, the IISA will do a FAIS Evaluation for you. 

To order this service, you will have to provide copies of your certificates plus your ID number and the date on which you were registered with the FSB.  You need not supply an IISA credit letter.

This service is a comparison of your qualifications against the licensed categories for FAIS and the FAIS requirements, which provides you with information of what you still need to do to be FAIS compliant, and by when.

To order a FAIS evaluation, submit your completed order form to the IISA, together with proof of payment.