These RSC skills programs will build towards completion of the NC Wealth Management SAQA 57608.
Introduction and Environment – 41 credits
- Class of business training – Long-term insurance and private pensions
- Report Writing and Portfolio completion
- Ethical Environment
- Economic Environment
- Current Affairs and Change
Risk and Risk Mitigation – 50 Credits
- Risk and Risk Management
- Scenario Planning
- Research and Risk Assessment
- Researched Trends to Anticipate Risk
- Financial Services risk
- Research to Uncover Trends
- Financial Life Cycle of an individual
- Basic Financial Needs Analysis
- Basic Tax Planning
- Regulatory Exam training – RE5 representatives
Wealth Management – 45 credits
- Class of Business – Investments and CIS
- Retirement Planning and Legislation
- Investment Planning
- Portfolio Management
- Wealth Management
- Estate Planning
At this time the learner would have completed the requirements for the NC Wealth Management qualification and have achieved 136 credits.