About this course
The National Certificate: Wealth Management Level 4 is designed to equip students with comprehensive knowledge and skills in financial management, investment strategies, and wealth planning. This qualification prepares professionals to provide expert financial advice and wealth management services in various sectors of the financial industry.
PROGRAM LEARNING OUTCOMESUpon completion of the program, graduates will be able to:
- Develop and implement comprehensive wealth management strategies
- Analyze financial markets and investment opportunities
- Provide professional financial planning advice
- Understand and apply regulatory compliance requirements
- Manage client portfolios effectively
Minimum Credits: 240 creditsKNOWLEDGE MODULES
- Financial Markets and Instruments
- Investment Planning and Strategy
- Risk Management and Insurance
- Tax Planning and Estate Management
- Regulatory Framework and Compliance
- Client Relationship Management
PRACTICAL MODULES
- Portfolio Management
- Financial Analysis and Reporting
- Investment Strategy Implementation
- Client Advisory Practice
- Case Study Analysis
DELIVERY MODEL Delivery Mode: Blended learning approach combining face-to-face lectures and online modules Language: English Duration: 12-18 monthsADMISSION REQUIREMENTS
- Matric Certificate or equivalent qualification
- Mathematics at Grade 12 level
- English proficiency
- Basic computer literacy
DOCUMENTS REQUIRED
- Completed application form
- Certified copy of ID/Passport
- Academic transcripts
- Professional references (if applicable)
- CV/Resume
SELECTION CRITERIA
- Academic merit
- Relevant work experience
- Interview performance (if required)
- Mathematical and analytical abilities
This National Certificate in Wealth Management prepares graduates for careers in financial planning, private banking, investment management, and wealth advisory services.
