Wealth Management

This is a compulsory skills programme of 33 credits that forms part of the level 4 Wealth Management Qualification.  The following subjects are covered in this skills programme: English, Afrikaans, Statistics & Probability, Motion & Shape and Maths & Financial Instruments.

This is a compulsory skills programme of 32 credits that forms part of the level 4 Wealth Management Qualification.  The following subjects are covered in this skills programme: FAIS, money laundering legislation, the Long-Term Insurance Act, customer care, client relationships, the structure of the financial services environment, running a SMME, ethical conduct, and developing a business plan.

This is a compulsory skills programme of 31 credits that forms part of the level 4 Wealth Management Qualification.  The following subjects are covered in this skills programme: managing risk, providing financially for retirement, fraud in long-term insurance, long-term insurance products, funeral insurance, wealth management options and current events impacting on wealth management.

This is a compulsory skills programme of 33 credits that forms part of the level 4 Wealth Management Qualification.  The following subjects are covered in this skills programme: personal income tax, managing financial risk, interpreting financial statements, economics, investment, money markets, equity markets, capital markets, insurable risk, personal accident insurance and the Short-term Insurance Act.