L5 NC: Wealth Management SAQA ID 57608 Links

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:

Board Notice 76 of 2015 small

Investopedia is an excellent resource which provide a wiki for all things investments and has an excellent glossery of financial terms

www.investopedia.com

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

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

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

Risk and Risk Mitigation

  • US 242581 Trend analysis

Marketing, Communication, Client Care and FNA

Retirement Planning

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.

Estate Planning, Wills and Trusts

 

 

Risk and Short Term Insurance