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Wealth Management L5

Further Education and Training Certificate: Wealth Management:This NQF Level 5 course builds the knowledge and skills of Wealth Management practitioners who have a Level 4 equivalent qualification in Financial Services. It equips learners with specialisation in long-term insurance, including life benefits, retirements funds and medical scheme administration, as well as skills in collective investments such as wealth creation and wealth management.

Who should attend this course?

Practitioners who are working in Financial Services, such as financial advisors, financial planners, financial services call centre agents, client services providers, brokers, consultants, principal officers, trustees, senior administrators, retail managers, collective investment scheme managers, account executives and compliance officers.

Why do it?

Develop specialist understanding of economics, asset management, investment principles, financial markets, personal and financial risk and planning for retirement. Prepare a foundation for the National Diploma: Financial Services/Wealth Management L6. Enjoy a balanced learning experience and learn to apply academic skills in the workplace.

What will you learn from this qualification?

The National Certificate: Wealth Management: Level 5 allows for specialisation in:

  • Financial Planning
  • Retirement Funds
  • Medical Schemes
  • Collective Investments
  • Long-Term Insurance

 Once qualified you can:

  • Advance your career in financial services within the long-term insurance and  investment sectors
  • Move into a management or supervisory position in long-term insurance and  investment
  • Become a licensed FSB practitioner

For information about this course such as admission requirements, fees and more please contact us