The purpose of the National Certificate: Wealth Management Level 5 is to build the knowledge and skills required by employees in Wealth Management who have achieved a Qualification equivalent to NQF Level 4, preferably in a Financial Services related field, and are ready to study at Level 5.
It is intended to empower learners to acquire knowledge, skills, attitudes and values required to operate ethically and responsibly in the highly regulated Financial Services environment and to respond to the challenges posed by the changing nature of the Financial Services Industry. It should add value to the qualifying learner in terms of enrichment of the person, status, licensing and recognition.
As a Qualification in Wealth Management, it provides a framework for learners to develop competencies related to the Long Term Insurance Sub-Sector, which includes:
- Life Benefits,
- Retirement Funds
- and Medical Scheme Administration,
- as well as the Collective Investment Sub- Sector,
- Wealth Creation and Wealth Management.
It provides a balanced learning experience and an opportunity for learners to apply academic skills in relation to the workplace.
The Qualification is structured in such a way that it exposes learners to generic competencies required in the Financial Services Sector at Level 5 and allows for specialisation to meet the needs of different work roles.
The National Certificate: Wealth Management: Level 5 is a building block for learners who wish to follow a career path in Financial Services within Long-Term Insurance and Investment.
Duration:
12 Months
Learners who engage in Wealth Management at this Level require knowledge and understanding of the key terms, concepts, facts, principles, rules, theories, and practices of the main areas of Wealth Management and an ability to select and apply standard methods, procedures, and/or techniques in the context of managing and creating wealth. They are required to use their knowledge to evaluate and solve defined, routine and new problems within a familiar context, and to apply solutions based on relevant evidence and procedures in accordance with prescribed organisational and professional ethical codes of conduct, values and practices.
The learner will be capable of :
- Gathering, analysing, synthesising and evaluating information, manipulating and interpreting data and identifying trends, communicating information coherently in writing and verbally, and showing insight into current affairs in the Financial Services sector.
- Apply knowledge of economics, investment practices, tax and other financial information to match the needs of clients to financial products.
- Applying knowledge of legislation, ethics, and compliance in the context of the financial services sector in South Africa.
Possible career opportunities include, but are not limited to,
- Financial Planners
- Intermediaries – Financial Service Providers
- Advisors, Personal Financial Planners,
- Financial Services Call Centre Agents,
- Brokers, Broker Consultants,
- Retirement Fund Consultants
- Retirement Fund Administrators,
- Medical Schemes consultants
- Collective Investments consultants
- Long-Term Insurance Advisors
- Trust Fund Officers
- Senior Administrators
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