L 4 Qualification

FET Certificate: Wealth Management SAQA ID 57917 Credits 156

This program is aimed at people new to the industry who need to get a foundation in financial services and wealth management and who possibly do not have a Matric.  We recommend this qualification fo:

  • Learners who do not a matric
  • Junior staff in entry-level positions in the industry who need a bridging program which provides a focus on products knowledge

The program is made up of the following Skills Programs and will result in 156 credits and require completion of the following modules:

  • Ethics and Compliance
  • Economic Environment
  • Client Services, Sales and Risk
  • Risk and Risk Mitigation
  • Long term Insurance and Disability
  • Group Benefits
  • Investments
  • Maths, Business Maths and ¬†Statistics – exemption is possible if a learner has matric math
  • Communications module in 2 languages – we only offer English and Afrikaans – exemption possible if a learner has matric with two official languages.