National Certificate in Wealth Management
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.
Who should attend
The Certificate in Wealth Management at NQF level 5 will be sufficient for all requirements as determined by the FAIS Act needed by financial advisors, brokers and administrators.
Admission requirements
It is assumed that participants comply with the following requirements: English language competence at NQF level 4. Sufficient ability to read and comprehend learning material, write assignments and follow/participate in discussions on management issues.
Contact person (Enquiries)
Charmaine Garcia (Cape Town)
Tel: +27 (0)21 918 4488
Fax: +27 (0)21 918 4478
charmaine.garcia@usb-ed.com
Leane Breedt (Gauteng)
Tel: +27 (0)12 348 0812
Fax: +27 (0)12 369 2847
leaneb@psgkonsult.co.za
Content overview
The tutoring will take place in four study schools.
Participants will receive a PSG Academy certificate as proof of credits after the successful completion of each study school. More information available on the downloadable programme flyer.
NQF complexity level
NQF level 5
Fees
Facilitation:
Full Qualification (122 credits) - R 7,920.00 (10% discount)
Per Study School (30 credits) - R 2,200.00
Distance Learning:
Per Study School (30 credits) - R1 400.00 (This includes a hard copy of the Learner Guide and Workbook, as well as the assessment to be written at a PSG office)
One (1) re-assessment free of charge, thereafter R150 (excl VAT) per unit standard.
Payment Policy
In case of a cancellation after Registration a 50% cancellation fee will be applicable.
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