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Wealth Management: Wealth Planning
(Skills Programme 1)
Total Credits: 30

R 4 887.50 (R 4 887.50 excl VAT)

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Financial Planning Qualification Square

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: Wealth Planning
(Skills Programme 2)
Total Credits: 32

R 4 887.50

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Financial Planning Qualification Square

Units covered by this skills Programme

  • Basic 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.
  • Determine risk exposure in order to manage the risk in a specific situation.
  • Apply the law of contract to insurance.
  • Describe the control of fraud in Long-term Insurance.
  • The relationship between Life Style Measurement (LSM) and Long-term insurance.

Total Credits:32

Wealth Management: Wealth Planning
(Skills Programme 3)
Total Credits: 23

R 4 830.00 (R 4 830.00 excl VAT)

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Financial Planning Qualification Square

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)

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Financial Planning Qualification Square

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)

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Financial Planning Qualification Square

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)

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Financial Planning Qualification Square

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)

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Financial Planning Qualification Square

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.