The following links have been included for learners who are completing his qualification and would like some direction on website and resources to use for the research required to complete the portfolio of evidence for the following unit standards and skills programs required to complete this qualification.
General Resources and Media
The following are very useful resources that can be used for research for this whole program:
FSB Board Notice 76 of 2015 lists the qualifications which are acceptable to the FSB for fit and proper requirements. The National Certificate in wealth Management SAQa ID 57608 / 66611 that we provide through the INSETA ETQA, is on this listing on the bottom of page 25 and has been high lighted in yellow:
Investopedia is an excellent resource which provide a wiki for all things investments and has an excellent glossery of financial terms
Wikipedia – an online encyclopaedia which is maintained by the community that uses.
IOL is an excellent online news resource which has an online magazine Personal finance which is focussed on providing information on insurance, medical aids, investments, retirement, banking and all aspects of personal financial planning.
News 24 is another excellent on line news website
Africheck SA fact-checking site
Allsides
Factcheck
Mission
We are a nonpartisan, nonprofit “consumer advocate” for voters that aims to reduce the level of deception and confusion in U.S. politics. We monitor the factual accuracy of what is said by major U.S. political players in the form of TV ads, debates, speeches, interviews and news releases. Our goal is to apply the best practices of both journalism and scholarship, and to increase public knowledge and understanding.
FactCheck.org is a project of the Annenberg Public Policy Center of the University of Pennsylvania. The APPC was established by publisher and philanthropist Walter Annenberg to create a community of scholars within the University of Pennsylvania that would address public policy issues at the local, state and federal levels
Click here to go to Fact check
Snopes
This is an excellent fact checker for international news
Introduction and Report Writing
- US 230070 Report Writing
Ethics and Compliance Environment
A very useful website for legal matters is Acts Online which provides the learner with electronic copies of all relevant legislation: Acts on line
- US 230078 Ethics
- Fais general Code of Conduct
- FSB Retail Distribution Review 2014
- fsb-retail-distribution-review-status-as-at-december-2016
- SA Constitution and Bill of Rights
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- http://en.wikipedia.org/wiki/Ethics
- http://en.wikipedia.org/wiki/Code_of_conduct
- http://en.wikipedia.org/wiki/Constitutional_Court_of_South_Africa
- http://en.wikipedia.org/wiki/South_African_Constitution_of_1993
- http://en.wikipedia.org/wiki/South_African_constitutional_law
- https://www.fsb.co.za/Departments/fais/communication/Documents/Invitation%20to%20comment%20on%20proposed%20amendment%20to%20the%20FAIS%20General%20Code%20of%20Conduct.pdf
- US 242584 FAIS Act
- 242593 Money Laundering
Economics, Current Affairs, Change in Financial Services
A very useful news resource for this area for this area is http://www.iol.co.za/business/personal-finance
- US 230071 Economics
- US 120075 Current Affairs
- US 230075 Financial Services Industry
- http://www.asisa.org.za/index.php/en/
- http://www.banking.org.za
- http://www.fpi.co.za
- https://www.fsb.co.za/Pages/Home.aspx
- http://www.iisa.co.za
- http://www.iob.co.za
- https://www.jse.co.za
- http://www.saifm.co.za
- http://www.saia.co.za/about/
- https://www.resbank.co.za/Pages/default.aspx
- https://en.wikipedia.org/wiki/Financial_services
Risk and Risk Mitigation
- US 242580 Scenario Planning
- US 242554 Research Information
- US 242601 Researched Trends
- US 119997 Risk in Financial Services
- US 242581 Trend analysis
Marketing, Communication, Client Care and FNA
- US 242614 Presentation Skills
- US 230077 Financial Life Cycle
- US 242585 Personality Styles
- US 242593 Financial Needs Analysis
- Financial Calculations using HP 10b ii
- HP 10b user manual – HP 10b manual
- https://www.youtube.com/watch?v=fTqkkeG1xlw
Retirement Planning
- US 242613 Retirement Planning
- US 242586 Retirement Legislation
Tax Planning
For all information on income tax, CGT, Estate Duty and other forms of taxation use the SARS website. You will also find documents on taxation of retirement funds, business taxation and worksheets to do income tax calculations.
- 242574 Income Tax
Estate Planning, Wills and Trusts
- Estate Planning and Wills and Trusts Various unit standards
- Basics of a Trust
- The-General-Duties-and-Obligations-of-Trustees
- bdo-trust-guide
- Wills FSB
- https://en.wikipedia.org/wiki/Estate_planning
- https://en.wikipedia.org/wiki/Will_and_testament
- http://www.iol.co.za/business/personal-finance/financial-planning/estate/key-issues-in-estate-planning-1.1130509#.VLT_WYu-3dk
- http://www.oldmutual.co.za/personal/wills-and-trusts.aspx
- http://www.pastelpayroll.co.za/budgetspeech/?gclid=CjwKEAiAg_CnBRDc1N_wuoCiwyESJABpBuMXZwB6gCenFHe50do_jYrm3qqtfQKqadI5DT4HlyHH8RoCbwTw_wcBWealth Management and Investments
- http://www.pkf.co.za/media/203113/pkf_tax_guide_2015-2016_web.pdfAn excellent resource for investments and investment jargon is INESTOPEDIA which provides information on investments, markets, trading, financial advice which includes a very useful glossary of financial words, terms and jargon.
- http://www.oldmutual.co.za/documents/budgetspeech/2015/BudgetPocketGuide.pdfhttp://www.investopedia.com
- US 242594 Asset Classes
- US 242590 Long Term Portfolios
- US 242606 Portfolio Management Trend
- http://www.allangray.co.za/?utm_campaign=1+Brand%3A+Exact&utm_source=adwords&utm_medium=cpc&utm_term=allen+grey
- http://www.coronation.com/za/personal
- http://www.equinox.co.za/unittrusts/funds/default.asp
- http://www.fairbairncapital.com
- http://www.foord.co.za/foord/content/en/foord-home
- https://www.investec.co.za
- http://www.oasis.co.za/default/default.aspx
- http://www.oldmutual.com
- US 252556 Offshore investments
- US 242555 Wealth management
- US 242612 Classification of Collective investment Schemes
Risk and Short Term Insurance
- US 242602 Alternative Risk Transfer
- https://en.wikipedia.org/wiki/Alternative_risk_transfer
- http://www.artemis.bm
- https://en.wikipedia.org/wiki/Reinsurance
- US 242599 Captives ad a method of risk transfer