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Financial Planning
(Skills Programme 1)
Total Credits: 31

R 6 750.00 (R 6 750.00 excl VAT)

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Financial Planning Qualification Square

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.

Financial Planning
(Skills Programme 2)
Total Credits: 31

R 6 750.00

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Financial Planning Qualification Square

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)

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Financial Planning Qualification Square

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)

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Financial Planning Qualification Square

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.