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Further Education and Training Certificate Wealth Management

The FETC Wealth Management allows the individual to work towards a nationally recognised Qualification. The qualification provides a holistic introduction to Wealth Management and Wealth Creation and is a building block for the National Certificate Wealth Management Level 5. It should develop individuals who have a basic understanding of economics, asset management, investment principles, financial markets, risk (personal and financial) and the need to provide for financially for retirement. It should add value to the qualifying learner in terms of enrichment of the person, status, licensing and recognition. The FETC Wealth Management is designed to meet the needs of learners in a variety of positions including Trustees and Principal Officers of retirement funds and medical schemes and Trainee Financial Planners.

MODULES

Qualification: FETC: Wealth Management (SAQA ID: 57917)

NQF: Level 4
Credits: 150
Length: 12 Months
  • Explain South African money laundering legislation and the implications for accountable institutions in transacting with clients
  • Demonstrate knowledge and application of ethical conduct in a business environment
  • Explain the structure of the financial services industry in South Africa
  • Analyse current events reported in the media that could impact on wealth management
  • Explain basic investment principles
  • Investigate the range of options available for wealth management
  • Explain basic economics
  • Explain Capital Markets and Capital Market Instruments
  • Explain Equity Markets and equity market instruments
  • Explain money markets and money market instruments
  • Manage risk in own life
  • Investigate the need to provide financially for own retirement
  • Demonstrate skills and techniques require to build a relationship with a client in a financial services environment
  • Apply the skills of customer care in a specific work environment
  • Demonstrate knowledge and understanding of the Financial Advisory and Intermediary Services Act 2002 (FAIS) (Act 37 of 2002) as it impacts on a specific financial services sub-sector
  • Apply knowledge and insight into aspects of the Long Term Insurance Act, Act 52 of 1998
  • Analyse the different products available in the Long Term Insurance industry and the benefits of each
  • Describe funeral insurance
  • Apply knowledge and insight into aspects of the Long Term Insurance Act, Act 52 of 1998
  • Describe funeral insurance
  • Describe knowledge of insurable risk
  • Describe the control of fraud in Long-term Insurance
  • Apply knowledge and insight into the Short Term insurance Act (No 53 of 1998) and the accompanying regulations
  • Apply knowledge and understanding of personal accident insurance
  • Investigate the possibilities of establishing and running a small business enterprise (SMME)
  • Develop a business plan for a small business
  • Fundamentals

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