About this course
PROGRAM DESCRIPTION
The **FET Certificate: Wealth Management LV 4** is designed to equip learners with the essential skills and knowledge required for a successful career in wealth management. This qualification focuses on developing core competencies in financial planning, investment strategies, and client relationship management, preparing individuals for various roles within the financial services industry.
Participants will gain a comprehensive understanding of wealth management principles, including risk assessment, portfolio management, and regulatory compliance. This qualification is ideal for school leavers and individuals seeking to enter the financial sector or enhance their existing skills.
PROGRAM LEARNING OUTCOMES
– Understand the fundamentals of wealth management and financial planning.
– Develop skills in investment analysis and portfolio management.
– Communicate effectively with clients to assess their financial needs.
– Gain knowledge of regulatory frameworks and compliance in the financial sector.
**Minimum Credits:** 120
**Duration:** 12 to 24 months
**Work Experience:**
– No prior experience required, but an interest in finance is beneficial.
Course Requirements
– Core competencies in wealth management
– Specialization in financial planning and investment strategies
– Elective modules
– Research and project activities
1 – **KNOWLEDGE MODULES**
– Introduction to wealth management principles
– Financial planning and analysis
– Investment products and strategies
– Risk management and compliance
– Client relationship management
2 – **PRACTICAL MODULES**
– Conduct financial assessments and develop client portfolios
– Analyze investment opportunities and market trends
– Prepare financial reports and documentation
– Engage with clients to provide tailored financial advice
– Implement compliance measures in financial practices
3 – **WORK EXPERIENCE MODULES**
– Engage in practical projects related to wealth management
– Document and reflect on client interactions and financial strategies
– Assist in real-world financial planning scenarios within a workplace
– Collaborate with peers on wealth management tasks
Delivery Model
**Delivery mode:** Face-to-Face, online instructor-led sessions, online self-paced
**Language:** English
**Audience:** Designed for individuals seeking to start a career in wealth management or enhance their financial skills
Fachs International College of Business & Technology aims to attract the brightest students who demonstrate academic excellence and motivation to benefit from our educational offerings. We welcome applicants of all backgrounds, with admissions selection criteria based on fairness and equal opportunity, assessing applicants solely on personal merits.
ADMISSION REQUIREMENTS
– Cumulative grade point average (GPA) of 3.0 or above
– Interest in wealth management and finance
– English competency demonstrated through previous studies
DOCUMENTS REQUIRED
– Completed online application form
– Diploma and official grade transcripts
– 2 Reference letters
– Resume/Curriculum Vitae
– Personal statement
– Copy of an identification document (passport or similar)
– Application fee
SELECTION CRITERIA
– Academic excellence and potential
– Motivation and suitability for the program of interest
– Previous experience in finance or related fields
– Personal qualities and competencies
– Commitment and interest