Please note, that if you have not yet started with the NQF5 Investment Qualification, we recommend that you rather register for the NQF6 Investment Qualification
Investment 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.
Investment Planning
(Skills Programme 2)
Total Credits:31
R 6 250.00 (R 5 434.78 excl VAT) each
UNIT STANDARDS
- 242574 - Tax Optimisation;
- 230075 - Changing Nature of the Industry;
- 119997 - Understanding risk;
- 242563 - International investments;
- 242576 - Property as an investment;
- 242607 - Collective investment portfolios;
- 242560 - Participatory interest in collective investment scheme portfolios.
Investment Planning
(Skills Programme 3)
Total Credits:36
R 6 750.00 (R 5 869.57 excl VAT) each
UNIT STANDARDS
- 230078 - Business Ethics;
- 230070 - Current issues in the business sector;
- 242601 - Trend Analysis;
- 242595 - Alternative investments;
- 242577 - Hedge funds;
- 242572 - Fund/Portfolio Management.
Investment Planning
(Skills Programme 4)
Total Credits:38
R 6 750.00 (R 5 869.57 excl VAT) each
UNIT STANDARDS
- 242594 - Asset classes;
- 120075 - Current Affairs;
- 242580 - Scenario Planning;
- 242587 - Macro-economic trends and indices;
- 242556 - Offshore legislation in the South African investment environment;
- 242606 - Trends in investment portfolio management;
- 242619 - The composition of a financial portfolio.