PROGRAM DESCRIPTION

The **National Certificate: Wealth Management LV 5** is designed for individuals working in the wealth management sector who have already achieved a qualification equivalent to NQF Level 4, preferably in a financial services-related field. This qualification aims to enhance the skills and knowledge of financial professionals, preparing them for advanced roles in wealth management.

Participants will develop competencies related to various aspects of wealth management, including long-term insurance, retirement funds, medical scheme administration, and collective investment. This qualification provides a comprehensive framework for understanding wealth creation and management strategies.

PROGRAM LEARNING OUTCOMES

– Understand the principles of wealth management and financial planning.

– Develop skills in managing long-term insurance products and retirement funds.

– Gain knowledge of regulatory frameworks and compliance in the financial services industry.

– Enhance client relationship management and advisory skills.

**Minimum Credits:** 120

**Duration:** 12 to 24 months

**Work Experience:**

– A qualification equivalent to NQF Level 4 is required, along with relevant work experience in the financial services sector.

Course Requirements

1 – **KNOWLEDGE MODULES**

– Introduction to wealth management principles

– Long-term insurance and retirement fund management

– Medical scheme administration

– Collective investment strategies

– Regulatory compliance in wealth management

2 – **PRACTICAL MODULES**

– Conduct financial assessments and develop client portfolios

– Manage and administer long-term insurance products

– Evaluate retirement fund options and strategies

– Engage with clients to provide tailored wealth management solutions

– 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 wealth management 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 advance their careers in wealth management or enhance their financial services knowledge