Our approach to education.

The National Certificate in Wealth Management is perfect for anyone wanting to enter the Financial Services industry
To register for a National Certificate in Wealth Management select one of the specialisation fields below

Credits: +- 120 Credits Level: NQF5 Duration: 1 Year (Recommended) Max Duration: 6 Months per Skills Programme

Financial Planning Qualification Investment Planning Qualification Healthcare Benefits Qualification Corporate Retirement Fund Benefits Qualification

Our Occupational Certificate:  is perfect for anyone wanting to enter the Financial Services industry

Credits: +- 153 Credits Level: NQF5

Insurance Agent
(Insurance Underwriter)

The Further Education Traning Certificate is perfect for anyone with or without a Matric who is wanting to enter the Financial Services industry

Credits: 140 - 160 Credits Level: NQF4 Duration: 1 Year (Recommended) Max Duration: 6 Months per Skills Programme

We offer FETC Qualifications in:

Short-term Insurance (Personal Lines) Qualification Short-term Insurance (Commercial Lines) Qualification Wealth Management (Wealth Planning) Qualification Wealth Management (Entrepreneurship) Qualification

We have designed Online courses to help you pass the RE Exams hosted by FPI and Moonstone

Our FICA course/Exam has been designed to help people prove that they have done FICA training in their business. Please take note that the FICA Exam we offer can in no instance be used as a substitute for the Regulatory (RE 1,3,4 and 5) exams

RE1: Key Individual
(Exam Support) RE3: Cat II & Cat IIA FSPs
(Exam Support) RE4: Administrative FSP
(Exam Support) RE5: Representative
(Exam Support) FICA
(Workshop/Exam) POPI Act
(Workshop/Exam) Legislative Updates

CLASS 1
Short-term Insurance: Personal Lines CLASS 2
Short-term Insurance: Commercial Lines CLASS 3
Long-term Insurance Sub-class 3.1
Assistance Policy
(Funeral Benefits) CLASS 4
Pension Fund Benefits CLASS 5
Short-term and Long-term Deposits CLASS 6
Structured Deposits CLASS 7
Investments
(All Sub-classes 7.1 - 7.9) CLASS 7
Basic and Collective Investments
(7.1, 7.2, 7.4, 7.7, 7.8 & 7.9) CLASS 7
Basic Investments
(7.1, 7.2, 7.4, 7.9) Only CLASS 7
Advanced Investments
(7.3, 7.5, 7.6) Only CLASS 7
Collective Investments
(7.7, 7.8) Only CLASS 8
Forex Investments CLASS 9
Health Services Benefits

Personal Lines CPD Commercial Lines CPD Annual CPD subscription Annual CPD subscription
Non FIA members

Behavioural Finance & Economics Business Ethics Business Assurance & Market Planning Practice Management & Risk Assessment Long-term Insurance Product Solutions Essential Tax Update Estate Planning Financial Needs Analysis Sales Technique & Questioning Skills Financial Statement Analysis Functioning as a Trustee Healthcare Benefits Introduction to Investment Advice Advanced Investment Advice Collective Investments Short and Long-Term Deposits Retirement Wealth Preservation Retirement Fund BenefitsAnnual CPD subscriptionAnnual CPD subscription
Non FIA members

Sales & Marketing Management & Leadership Development Secretarial & Personal Assistant Human Resource Management Essential Workplace Skills Administrative Skills Career Development Personal Development

Microsoft^® Excel 2016
Essentials Microsoft^® Excel 2016
Expert Microsoft^® Word 2016
Essentials Microsoft^® Word 2016
Expert Microsoft^® Outlook 2016
Essentials Microsoft^® PowerPoint 2016
Essentials Microsoft^® Access 2016
Essentials