Wealth Management: Entrepreneurship
(Skills Programme 1)
Total Credits: 30
R 4 887.50 (R 4 887.50 excl VAT) each
Units covered by this skills Programme
- The Long Term Insurance Act, Act 52 of 1998.
- Financial Advisory and Intermediary Services Act 2002 (FAIS) (Act 37 of 2002).
- FICA
- Disclosure requirements
- Funeral insurance.
- Basic investment principles.
- Providing financially for your own retirement.
- Communicate verbally with clients in a financial environment.
- Ethical conduct in a business environment.
- The different products available in the Long-term insurance industry.
Total Credits:30
Wealth Management: Entrepreneurship
(Skills Programme 2)
Total Credits: 32
R 5 980.00 each
Units covered by this skills Programme
- Economics.
- The structure of the financial services industry in South Africa.
- Investigate the range of options available for wealth management.
- Manage risk in own life.
- Building a relationship with a client in a financial services environment.
- Establishing and running a small business enterprise. (SMME)
- Develop a business plan for a small business.
- Manage Expenditure against a budget.
- Return on Investment (ROI) theory and practice to a business unit.
Total Credits:38
Wealth Management: Entrepreneurship
(Skills Programme 3)
Total Credits: 23
R 4 830.00 (R 4 830.00 excl VAT) each
Units covered by this skills Programme
- Capital Markets and Capital Market instruments.
- Money Markets and Money Market instruments.
- Equity Markets and Equity Market instruments.
- Current events that could impact on wealth management.
- Customer care in a specific work environment.
- Insurable risk.
Total Credits:23
Financial Literacy
(Skills Programme 4)
Total Credits: 12
R 3 650.00 (R 3 650.00 excl VAT) each
UNIT STANDARDS
- 117158 - Investigate ways of managing financial risk in own lives;
- 117127 - Demonstrate knowledge and understanding of the basic principles of personal income tax;
- 117156 - Interpret basic financial statements.
Mathematical literacy
(Skills Programme 5)
Total Credits: 16
R 3 650.00 (R 3 650.00 excl VAT) each
UNIT STANDARDS
- 7468 - Investigate and monitor the financial aspects of personal, business, national and international issues;
- 9015 - Statistics and probability;
- 9016 - Shape and motion in 2-and 3-dimensional space.
Communication - English
(Skills Programme 6)
Total Credits: 20
R 2 250.00 (R 2 250.00 excl VAT) each
UNIT STANDARDS
- 8974 - Engage in sustained oral communication and evalute spoken text.
- 8975 - Read analyse and respond to a variety of texts.
- 8976 - Write for a wide range of contexts.
- 8979 - Use language and communication in occupational learning programmes.
Communication - Afrikaans
(Skills Programme 7)
Total Credits: 20
R 2 250.00 (R 2 250.00 excl VAT) each
UNIT STANDARDS
- 8968 - Accommodate audience and context needs in oral communication.
- 8969 - Interpret and use information from texts.
- 8970 - Write texts for a range of communicative contexts.
- 8973 - Use language and communication in occupational learning programme.