National Certificate: Wealth Management — SAQA ID 57608 | NQF Level 5 Extended to 30 June 2028 – A strategic opportunity to upskill Wealth Management employees before the qualification changes
Dear Financial Services Employer, Training Manager or Skills Development Partner
Exciting news for the Financial Services Sector: the National Certificate: Wealth Management, SAQA ID 57608 at NQF Level 5, has been extended for another two years — creating a valuable window of opportunity for employers and learners to enroll, specialise, complete and achieve this respected qualification before it is replaced.
The extension means that learners may continue working toward this important national qualification until 30 June 2028, after which the legacy Wealth Management learning program will transition to the new QCTO qualification, the Occupational Certificate: Financial Services Practitioner.
This is an ideal time for organisations to strengthen workplace competence, support career progression and ensure that employees in wealth management, long-term insurance, health funding and medical schemes, pensions, employee benefits, investments and client service environments are equipped with the knowledge, skills and ethical grounding required in a highly regulated financial services industry.
Built for focused career pathways: this qualification allows learners to specialize in key financial services fields, including Wealth Management, Long-term Insurance, Health Funding and Medical Schemes, Pensions and Employee Benefits, and Investments.
Why act now?
- Secure access to a recognized NQF Level 5 Wealth Management qualification while it remains available.
- Build capability in ethical conduct, client engagement, financial services legislation, risk, wealth management, long-term insurance, health funding, pensions and investment principles.
- Offer learners a choice of specialist pathways aligned to the real work they perform in advice, administration, support and client-facing financial services roles.
- Support staff development plans, workplace skills planning and talent pipelines before the new QCTO qualification replaces the current learning program.
- Give learners a clear pathway to recognition, confidence and progression in a changing financial services landscape.
Ray Strodl Consulting is ready to assist employers and learners with structured implementation, learner support, assessment planning and workplace-aligned training solutions for this qualification.Do not miss this opportunity. Enroll eligible learners, plan your next intake and position your team for success before the transition deadline. Contact Ray Strodl Consulting on 011 704 2031 or email cstrodl@rscnetwork.co.za.