Financial Planning
(Skills Programme 1)
Total Credits: 31
R 6 750.00 (R 6 750.00 excl VAT) each
UNIT STANDARDS
- 242584 - The FAIS Act;
- 242593 - The FIC Act;
- 117129 - Disclosure requirements;
- 230071 - Economic principles;
- 242573 - Needs and wants of an entity;
- 230077 - The financial life cycle;
- 242554 - Financial risk assessment.
UNIT STANDARDS
- 242574 - Tax Optimisation;
- 230075 - Changing Nature of the Industry;
- 119997 - Understanding risk;
- 242603 – Estate Planning;
- 242555 - Wealth Preservation.
Financial Planning
(Skills Programme 3)
Total Credits: 40
R 6 750.00 (R 6 750.00 excl VAT) each
UNIT STANDARDS
- 242613 - Retirement Planning;
- 230078 - Business Ethics;
- 13030 - Taxation of lump-sum benefits;
- 242589 - Business Insurance;
- 230070 - Current issues in the business sector.
Financial Planning
(Skills Programme 4)
Total Credits: 33
R 6 750.00 (R 6 750.00 excl VAT) each
UNIT STANDARDS
- 242567 - Product design/structure of medical schemes;
- 242594 - Asset Classes;
- 120075 - Current Affairs;
- 242576 - Property as an Investment;
- 242601 - Trend Analysis;
- 242580 - Scenario Planning.