Introduction

Many insurers, financial advisors and brokers in the financial services industry are facing the challenge of obtaining the required credits and qualifications as determined by the FAIS Act.

For this reason, PSG Konsult Academy in association with the University of Stellenbosch Business School Executive Development (USB-ED) have combined their most distinguished faculty members and technical expertise to provide high quality and user friendly training for learners towards the National Qualification in Wealth Management at NQF Level 5. We are offering you the full qualification (122 credits) in four study schools on a modular basis which will be easy to complete over a one to two year period.

With these four focused study schools, we offer a unique learning opportunity to build your confidence and capabilities. The facilitation is interactive and presented by subject matter experts. We are confident that you will not just obtain the necessary credits but that you will leave the programs a better entrepreneur, financial advisor and administrator.

What sets this intervention apart

The aim of this qualification is to provide learners with a wide range of specialised and technical skills as well as a broad based knowledge of the applicable legislation, economic principles and the financial services industry in general. The learners will be exposed to the important terms, rules concepts, principles and theories of Wealth Management.