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Skills Programme 1 (Financial Planning, Investment Planning & Corporate Retirement Fund Benifits)

Intro
 News forum

The slide shows provided can be used as resources when completing the workbooks.
NB!! Any answers copied directly from the slides will be seen as plagiarism. This will result in an investigation by Integrity Academy, depending on the severity this could result in expulsion from Integrity academy and possible disbarment by the FSB.

 Fundamentals of Financial Planning order form (Recommended)
 South African Financial Planning Handbook order form (Nice to have instead of Fundamentals)

Induction
 How to use the System

We are required to deliver proof to INSETA and QCTO that we have conducted an Induction during which we have explained how the system and process works.
To achieve this we have decided to create a document that explains the following:

  • Downloading workbooks and other resources;
  • Completing a workbook;
  • Submitting a completed workbook;
  • Viewing your grades;
  • An overview of the assessment and Verification process.

Please note that by downloading this PDF document you implicitly agree that you have taken note of the information stated in the document


Please take note that you require the latest version of Adobe Reader to complete the digital workbooks.

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EXAM guidelines - SP1 Financial Planning
 SP1 - Exam Guidelines
242584 - FAIS
 242584 - Additional Study Guide
 242584 - FAIS (Digital Workbook)
 242584 - FAIS (Slide Show)
 242584 - FAIS

Once you have completed your workbook click on the link to submit your workbook and supporting documents

242593 - FICA
 242593 - FICA (Digital Workbook)
 242593 - FICA (Slideshow)
 242593 - Additional Study Guide
 242593 - FICA

Once you have completed your workbook click on the link to submit your workbook and supporting documents

117129 - Disclosure Regulations
 117129 - Disclosure Regulations (Slideshow)
 117129 - Disclosure Regulations (Digital Workbook)
 117129 - Disclosure Regulations

Once you have completed your workbook click on the link to submit your workbook and supporting documents

230071 - Economic Principles
 230071 - Economic Principles (Digital Workbook)
 230071 - Economic Principles (Slideshow)
 230071 - Economic Principles

Once you have completed your workbook click on the link to submit your workbook and supporting documents

230077 - Financial Life Cycle
 230077 - Financial Life Cycle (Slideshow)
 230077 - Financial Life Cycle (Digital Workbook)
 230077 - Financial Life Cycle

Once you have completed your workbook click on the link to submit your workbook and supporting documents

242573 - Needs and Wants
 242573 - Needs and Wants (Digital Workbook)
 242573 - Needs and Wants (Slideshow)
 242573 - Needs and Wants

Once you have completed your workbook click on the link to submit your workbook and supporting documents

242554 - Risk Assessment
 242554 - Risk Assessment (Digital Workbook)
 242554 - Risk Assessment (Slideshow)
 242554 - Risk Assessment

Once you have completed your workbook click on the link to submit your workbook and supporting documents

Statement of Results

Please go to to download your statement of results

Final Grade report can be downloaded below once you have written and passed your summative assessment.

 Statement