Build a strong foundation in Wealth Management
The Further Education and Training Certificate: Wealth Management NQF Level 4 introduces learners to the essential principles of wealth creation, financial planning, insurance, investments and retirement planning.
It is an ideal starting point for people entering financial services or developing their knowledge for a more specialised role.
You will build practical knowledge in:
Wealth creation and wealth management
Financial planning principles
Life, disability, dread disease and funeral cover
Retirement and group benefits
Medical schemes and healthcare funding
Collective investments and asset management
Short-term insurance
Economics and financial markets
Personal financial management
Ethics, legislation and compliance
Client relationships and professional communication
Specialisation options include financial planning, retirement funds, medical schemes, collective investments, long-term insurance and related financial-services roles.
Trainee financial planners
Financial-services intermediaries
Broker consultants
Call-centre and client-service employees
Retirement fund administrators
Medical scheme administrators
Collective investment administrators
Personal and corporate benefits employees
Sales and marketing employees
Business-development consultants
Retirement fund and medical scheme trustees
Principal officers
New entrants to the insurance and investment industry
Financial-services employees seeking career advancement
Learnerships
Our structured 12-month learnership combines learning with practical workplace experience. It is ideal for employers developing new or existing employees for careers in financial services.
Corporate groups
Corporate programmes are available for groups of 10 or more learners through:
Self-paced learning
Facilitated learning
The programme can be completed over 8 to 18 months, depending on the delivery method and the organisation’s requirements.
Individual self-study
Our flexible self-study option can be completed over 8 to 18 months. Learners receive structured learning material and academic support, allowing them to study around their work and personal responsibilities.
Recognition of Prior Learning may also be available to experienced financial-services professionals.