These programs are aimed at people new to the industry who need to get a foundation in various areas of 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
- Clerical or administration staff or intermediaries
FET Certificate: Wealth Management
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.
FET Certificate: Long Term Insurance
- 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.
FET Certificate: Short term Insurance
- Ethics and Compliance
- Economic Environment
- Client Services, Sales and Risk
- Risk and Risk Mitigation
- Short term Insurance
- Commercial Lines
- Personal Lines
- 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.