FET – WEALTH MANAGEMENT

FET - WEALTH MANAGEMENT

150 credits at NQF 4
(SAQA ID NR. 66613)

Builds the introductory knowledge, skills, attitudes and values required for learners to operate ethically and responsibly as intermediaries and administrators and to respond to the challenges of the economic environment and the changing nature of the highly regulated Financial Services Industry

The Further Education and Training Wealth Management Certificate provides a holistic introduction to Wealth Management and wealth creation. This qualification is structured in such a way that exposes learners to the general requirements for competency in management and creation of wealth. It also provides a balanced learning experience and an opportunity for learners to apply academic skills in the workplace for the Long-Term, Short-Term as well as Collective Investments industries.

WHY THE FET - WEALTH MANAGEMENT NQF 4 IS FOR YOU

This qualification meets the requirements of the FSCA with regards to the Qualification Criteria as stipulated by Board Notice 76 of 2015 and Board Notice 51 of 2017.

Further to this, the qualification is suitable for people that wish to:

Who should apply for this qualification?

Learners who require licensing in Long-term Insurance Categories A & B.

Broker consultants and learners, in call centers, who provide advice on Long-term Insurance categories A & B.

Intermediaries who run their own financial planning practices for short term personal and commercial lines insurance.

Trustees and Principle officers of Retirement Funds or Medical Schemes.

	School leavers, with a National Senior Certificate or an equivalent qualification, who are entering into the financial services industry.

	Trainee Financial Planners who require registration with the Financial Planning Institute.

	Intermediaries who run their own financial planning practices for Long-term Insurance Categories A & B.

ENTRY REQUIREMENTS

National Senior Certificate or relevant NQF Level 4 Certificate

Learners must be able to read and write in English

Basic computer literacy and access to the internet

R25 000.00

PER LEARNER

*T&C’S APPLY

R25 000.00

PER LEARNER

*T&C’S APPLY

FET – WEALTH MANAGEMENT