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
(7.5 CPD Hours/Points) Commercial Lines CPD
(11 CPD Hours/Points) Annual CPD subscription
FIA members Annual CPD subscription
Non FIA members

Annual CPD subscription
FIA members Annual CPD subscription
Non FIA members Behavioural Finance & Economics
(8.5 CPD Hours/Points) Business Ethics
(8.5 CPD Hours/Points) Business Assurance & Market Planning
(8.5 CPD Hours/Points) POPI Act
(5 CPD Hours/Points) FIC Act
(4.5 CPD Hours/Points) Regulatory Update
(6 CPD Hours/Points) Practice Management & Risk Assessment
(8.5 CPD Hours/Points) Long-term Insurance Product Solutions
(8.5 CPD Hours/Points) Essential Tax Update
(8.5 CPD Hours/Points) Estate Planning
(8.5 CPD Hours/Points) Financial Needs Analysis
(8.5 CPD Hours/Points) Sales Technique & Questioning Skills
(8.5 CPD Hours/Points) Financial Statement Analysis
(9.5 CPD Hours/Points) Functioning as a Trustee
(8.5 CPD Hours/Points) Healthcare Benefits
(8.5 CPD Hours/Points) Basic Investment Principles
(8.5 CPD Hours/Points) Advanced Investment Advice
(8.5 CPD Hours/Points) Collective Investments
(8.5 CPD Hours/Points) Structured Deposits
(9.5 CPD Hours/Points) Forex Investments
(9.5 CPD Hours/Points) Short and Long-Term Deposits
(8.5 CPD Hours/Points) Retirement Wealth Preservation
(8.5 CPD Hours/Points) Retirement Fund Benefits
(8.5 CPD Hours/Points)

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

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