National Certificate: Wealth Management (NQF 5)

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Course Description

The purpose of the National Certificate: Wealth Management Level 5 is to build the knowledge and skills required by employees in Wealth Management who have achieved a Qualification equivalent to NQF Level 4, preferably in a Financial Services related field, and are ready to study at Level 5. It is intended to empower learners to acquire knowledge, skills, attitudes and values required to operate ethically and responsibly in the highly regulated Financial Services environment and to respond to the challenges posed by the changing nature of the Financial Services Industry. It should add value to the qualifying learner in terms of enrichment of the person, status, licensing and recognition.

As a Qualification in Wealth Management, it provides a framework for learners to develop competencies related to the Long Term Insurance Sub-Sector, which includes Life Benefits, Retirement Funds and Medical Scheme Administration, as well as the Collective Investment Sub-Sector, Wealth Creation and Wealth Management. It provides a balanced learning experience and an opportunity for learners to apply academic skills in relation to the workplace. The Qualification is structured in such a way that it exposes learners to generic competencies required in the Financial Services Sector at Level 5 and allows for specialisation to meet the needs of different work roles.

The National Certificate: Wealth Management: Level 5 is a building block for learners who wish to follow a career path in Financial Services within Long-Term Insurance and Investment. The skills, knowledge, values and attitudes reflected in the Qualification are building blocks that can be developed further at Level 6.

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.
  1. Unemployed individuals with a high school qualification
  2. Junior staff currently working in warehousing, logistics, or procurement
  3. Career changers
  4. Entrepreneurs and small business owners
  5. Interns and graduate trainees in supply chain or operations roles
  6. 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.