Qualifications

NATIONAL CERTIFICATE: WEALTH MANAGEMENT

NQF LEVEL 5

120 credits at NQF 5 Level

(SAQA ID: 66613 LP 57608)

The qualification is a holistic introduction to Wealth Management and Wealth Creation. It enables representatives to understand the Wealth Management environment, the legislative requirements and product-related information. The qualification is aimed at candidates with less than two years’ experience, new comers to the financial services industry, or those with experience, but would like to improve on their knowledge and obtain a full FSCA recognised qualification. Programs covered in this qualification, provide representatives with more options to comply with the requirements of the FAIS Act, General Code of Conduct and Board Notice 194 of 2017.

 

WHAT WILL THE QUALIFICATION ENABLE THE CANDIDATE TO DO?          

Furnish advice and act as an intermediary on Long-term Category A products (assistance policies and funeral policies), Long-term B1, B2 and C

Furnish advice and act as an intermediary on risk policies and guaranteed investments and savings, recurring policies and annuities other than single premium annuities.

 

WHO SHOULD ATTEND?         

Candidates who require employment or candidates mandated to furnish advise on funeral plans, friendly society benefits, risk policies, long-term B1, B2 and C as well as guaranteed investments. Candidates with a matric with mathematics first and second language

 

THIS QUALIFICATION IS IDEAL FOR    

Access into the Financial Services Industry

Entry level long term and wealth creation financial practitioners

FURTHER EDUCATION AND TRAINING CERTIFICATE: SHORT TERM INSURANCE

NQF LEVEL 4

150 credits at NQF 4

(SAQA ID: 66610 LP 49929)

This full FSCA recognised qualification covers short-term related learning and provides a framework for candidates to develop competencies that will give insight into the short-term insurance subsector. It introduces a basic understanding of the key terms, rules, concepts and principles of the fields that will prepare the candidates for the short term financial services industry. Programs covered in this qualification, provide representatives with more options to comply with the requirements of the FAIS Act, General Code of Conduct and Board Notice 194 of 2017.

 

 

WHAT WILL THE QUALIFICATION ENABLE THE CANDIDATE TO DO?          

Furnish advice and act as intermediaries on Short Term Commercial or Personal line products.

Carry out basic research, gathering and analysis of information and present findings to beneficiaries of the financial service. Furnish advice in terms of current determination of the fit and proper requirements for financial services providers as governed by the Financial Sector Conduct Authority.

Use knowledge gained about ethical behavior in a financial services work environment as well as managing personal finance and tax related issues.

 

WHO SHOULD ATTEND?

Candidates employed in the short-term insurance industry and who furnish advice on personal lines and or commercial business lines or new entrants aspiring to become representatives.

 

THIS QUALIFICATION IS IDEAL FOR

Access into the Financial Services Industry

Entry level short term financial practitioners

FURTHER EDUCATION AND TRAINING CERTIFICATE: WEALTH MANAGEMENT

NQF LEVEL 4

150 credits at NQF 4 Level

(SAQA ID: 66613 LP 57917)

The full FSCA recognised qualification is a holistic introduction to Wealth Management and Wealth Creation. It enables representatives to understand the Wealth Management environment, the legislative requirements and product-related information. The qualification is aimed at candidates with less than two years’ experience, new comers to the financial services industry, or those with experience, but would like to improve on their knowledge and obtain a full qualification. Programs covered in this qualification, provide representatives with more options to comply with the requirements of the FAIS Act, General Code of Conduct and Board Notice 194 of 2017.

 

WHAT WILL THE QUALIFICATION ENABLE THE CANDIDATE TO DO?          

Furnish advice and act as an intermediary on Long-term Category A products (assistance policies and funeral policies), Long-term B1, B2 and C

Furnish advice and act as an intermediary on risk policies and guaranteed investments and savings, recurring policies and annuities other than single premium annuities.

 

WHO SHOULD ATTEND?         

Candidates who require employment or candidates mandated to furnish advise on funeral plans, friendly society benefits, risk policies, long-term B1, B2 and C as well as guaranteed investments.

THIS QUALIFICATION IS IDEAL FOR    

Access into the Financial Services Industry

Entry level long term and wealth creation financial practitioners

FUTHER EDUCATION AND TRAINING CERTIFICATE: RETAIL INSURANCE

NQF LEVEL 4

140 credits at NQF 4 Level

(SAQA ID: 66609 LP 49835)

The full FSCA recognised qualification is an introduction to retail insurance. It enables advisors and intermediaries to understand the retail insurance environment, the legislative requirements and covers long-term and short-term related learning. The qualification is aimed at candidates with less than two years’ experience, new-comers to the industry. Programs covered in this qualification, provide representatives with more options to comply with the requirements of the FAIS Act, General Code of Conduct and Board Notice 194 of 2017.

 

WHAT WILL THE QUALIFICATION ENABLE YOU TO DO?      

Furnish advice and provide intermediary services on risk policies.

 

WHO SHOULD ATTEND?         

Candidates who require qualifications in retail outlets such as travel agents, telemarketing, finance and insurance agents in the motor dealer markets, credit card insurance, sectional title schemes, estate agents and retail outlets.

 

THIS QUALIFICATION IS IDEAL FOR    

Access into the Financial Services Industry

Entry level financial practitioners

FURTHER EDUCATION AND TRAINING CERTIFICATE: LONG TERM INSURANCE

NQF LEVEL 4

140 credits at NQF 4 Level

(SAQA ID: LP 49649)

The full FSCA recognised qualification is an introduction to the insurance environment and more specific into the long-term sub sector. It enables advisors and intermediaries to understand the long-term insurance environment and legislative requirements. Our qualification is aimed at candidates with less than two years’ experience and new-entrants to the industry. Programs covered in this qualification, provide representatives with more options to comply with the requirements of the FAIS Act, General Code of Conduct and Board Notice 194 of 2017.

 

WHAT WILL THE QUALIFICATION ENABLE THE CANDIDATE TO DO?          

Furnish advice and act as an intermediary on Long-term Category A products (friendly society benefits and funeral benefits) as well as Long-term B1, B2 and C. Furnish advice and act as an intermediary Category I subcategories 1.1 – 1.26 as well as being approved as a key individual.

 

WHO SHOULD ATTEND?         

Candidates who require a qualification for Category I and all sub categories ranging from 1.1 – 1.26 or are employed as administrators, consultants, call center staff and broker consultants.

 

THIS QUALIFICATION IS IDEAL FOR    

Access into the Financial Services Industry

Entry level financial practitioners