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 would only recumbent this qualification for those who do not a matric or for junior staff in enrty level positions in the industry.

The program is made up of the following Skills Programs and will result 156 credits and meeting the requirements for the above qualification.

  • 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
  • Communications module in 2 languages – we only offer English and Afrikaans