Build your financial planning expertise with Ray Strodl Consulting (RSC). Our NC Wealth Management qualification, SAQA ID 57608, NQF Level 5, combines flexible learning, expert guidance and real-world application—all online, apart from the final summative assessments.
Accepted by the FSCA for various Category I (CAT I) adviser subcategories, this qualification can support your professional journey. Confirm its suitability for your intended advice categories and applicable regulatory requirements before enrolling. Enrolment is limited and available until 30 June 2028.
A study pathway built around you
We pre-assess your knowledge and skills to recommend a suitable study pathway and timeframe, rather than a fixed study period.
The standard programme takes 12 months. Substantial prior knowledge and skills may enable completion in 6–12 months. Learners with very high levels of existing knowledge may qualify for the three-month BL NOE pathway, which incorporates a high level of Recognition of Prior Learning (RPL). New learners may take 18 months if needed. Timeframes depend on pre-assessment and successful completion of the required work and assessments.
Recognised existing NC Wealth Management credits can reduce your remaining study time and cost.
Online Flexible learning that fits your working life
Video lectures and online Microsoft Teams coaching eliminate classroom attendance and travel, helping you protect client-facing time.
Study individually and choose your start date within the enrolment period—without waiting for a group or semester intake.
Why your choice of provider matters
Choose a provider that helps you build competence, not simply earn a certificate. Professional guidance, practical experience and purposeful assessment connect your learning to the demands of financial planning.
Ray Strodl CFP®, your facilitator, assessor and material developer, brings experience as a practising financial planner, coach and trainer of advisers and planners. Access him through Microsoft Teams when you need clarification or help applying the content.
Our focus is your long-term professional development. This qualification is a step towards becoming a financial planning professional; it does not alone confer CFP® certification or authorisation to provide financial advice.
Resources that turn learning into practice
Your learning resources and support include:
- Study material and required module reading.
- Recommended reading to deepen understanding.
- Website research guide to broaden your perspective.
- Online video lectures linking knowledge and research to financial services practice.
- Knowledge assessments to test the fundamentals.
- Guided research projects exploring practical application.
- Workplace assignments combining reading, lectures, research and experience.
- Coaching from a highly qualified, experienced coach when needed.
- Open-book formative and closed-book summative assessments to demonstrate competence against programme outcomes.
Additional value for your professional journey
When you complete the programme with RSC, you also receive:
- Three Class of Business (COB) assignments and exams at no charge.
- RE5 for Representatives and RE1 for Key Individuals study material and online lectures at no extra charge. Tuition is included; regulatory exams are excluded and require separate enrolment with Moonstone.
Take your next step with confidence
Invest in your development with flexible learning, practical relevance and experienced support.
Contact RSC to arrange your pre-assessment, review existing credits and find your study pathway. Enrolment is limited and available until 30 June 2028.