FET Certificate: Wealth Management (NQF 4)

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Course Description

The FETC: Wealth Management is a generic Qualification in the management and creation of wealth that 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. It is designed to meet the needs of learners in a variety of positions including Trustees and Principal Officers of retirement funds and medical schemes and Trainee Financial lanners.

The FETC: Wealth Management covers structured, low risk, cash backed investment or guaranteed products for conservative portfolios including life, disability, health events (dread disease and personal accident) and funeral cover. It provides a holistic introduction to Wealth Management and Wealth Creation and is a building block for the National Certificate: Wealth Management: Level 5. It should develop individuals who have a basic understanding of economics, asset management, investment principles, financial markets, risk (personal and financial) and the need to provide for financially for retirement. It should add value to the qualifying learner in terms of enrichment of the person, status, licensing and recognition.

The Qualification is structured in such a way that it exposes learners to generic competencies required in the management and creation of wealth including Long-Term Insurance (Life, Medical Scheme Administration, and Retirement Funds), Short Term Insurance and the Collective Investments and allows for specialisation to meet the needs of different work roles. The electives make provision for different streams of specialisation.

Length of Course: xxx

Develop a foundational understanding of the structure, key functions, and processes within the supply chain.
Gain the skills to effectively plan, coordinate, and implement supply chain workflows and daily operations.
Learn to perform essential tasks in inventory control, warehousing, and logistics to support efficient operations.
Acquire tools and techniques to assess supply chain efficiency and implement continuous improvement strategies.
Strengthen communication and collaboration with suppliers, stakeholders, and internal teams to optimize supply chain outcomes.
Understand and manage contractual, performance, and risk-related aspects of supply chain operations within a legal and ethical framework.

Unemployed individuals with a high school qualification
Junior staff currently working in warehousing, logistics, or procurement
Career changers
Entrepreneurs and small business owners
Interns and graduate trainees in supply chain or operations roles
Supervisors or team leaders in operations roles

Knowledge Modules: Cover fundamental concepts and principles related to supply chain environments, operations management, workflow implementation, inventory and logistics functions, supplier relationship optimisation, planning and sourcing products or services, contract and risk management, and the use of systems to support supply chain activities.
Practical Skills: Focus on real-world skills including executing and monitoring operational workflows, managing inventory and distribution processes, coordinating logistics activities, analysing supply chain performance, applying risk mitigation strategies, maintaining stakeholder and supplier relationships, and ensuring compliance with contractual and regulatory requirements.
Work Experience: Provides hands-on experience in coordinating supply chain tasks, managing inventory and logistics activities, implementing operational improvements, collaborating with stakeholders and suppliers, assessing performance and risk, and contributing to the overall efficiency and effectiveness of supply chain operations.