Wealth Management course | NQF5 Qualification | Growth in Mo | Skillfully

Wealth Management - NQF5 qualification

  • Trainer: Growth in Motion
  • Hours of instruction: 30 days over 12 months
  • Course cost: R23,000 (incl. VAT). Discounted price - best available. Payment plan also an option.
  • Course accreditations/endorsements: Accredited as a learnership and a qualification for FAIS Act

To take advantage of this excellent opportunity, you must complete registration by 30 June 2024.

The way in which qualifications are earned in South Africa is currently undergoing a dramatic transition, and there is much uncertainty about what will happen in mid-2024. It appears likely that for the next while, fewer accredited qualifications will be available. However, this challenge can be avoided by registering under the current system for the NQF5 Wealth Management – NQF5 qualification. These students will have more than enough time - at least three years - to complete the qualification, which will enhance their financial skills.

Who is this programme for?

  • Employed learners new to the industry, or who have limited experience and want to advance their careers by gaining product knowledge.
  • Unemployed and/or disabled learners enrolled in learnerships. The training provider has deep experience in working with a wide variety of client companies to set up learnerships (see relevant section below).

As an NQF Level 5 qualification, the entry requirement is a Matric pass (or equivalent). For students who have passed Grade 10 but not Matric, it is possible to arrange a bridging programme at an additional cost. 

What is covered?

The programme consists of several core and fundamental units which include:

  • Economics of finance
  • Financial instruments
  • Risk in financial services
  • Individuals' financial life cycles
  • Assessing the financial needs of institutional investors
  • Optimising clients' tax structures
  • Business ethics
  • Current innovations and developments

There is also a range of elective units included in the programme. While individual students will take the electives chosen by the wider class, corporate clients will be able to choose the electives most suitable to their own employment needs. Elective units cover topics of general interest such as behavioural finance, presentation skills and effective financial advising, and also specialisations such as long-term insurance, group retirement benefits, medical schemes, and estate planning.

Each unit is a registered skills programme, which means students are able to earn recognised certifications as they complete each the units, long before they come to the end of the programme.

How is it delivered?

Each unit is taught by a qualified and experienced facilitator, typically via live online sessions. The comprehensive learning material is written in English at the appropriate level, developed by a team of experts in the field, and updated regulalry for changes to legislation and other industry developments. Where needed, additional assistance is arranged using webinars or online chat groups, depending on the number of students. Each unit is assessed by means of a portfolio of evidence (POE). This and other assignments are submitted online. At each stage, there are opportunities for revision and resubmission. The programme ends with a set of final exams, which are written in person.

For groups of 15 or more students, in-person facilitation is available.

How do learnerships work?

For corporate clients, this programme can be provided as part of a learnership, which is a highly effective way to boost retention, develop a pipeline, improve a B-BBEE rating, expand CSR, and earn significant tax deductions.

As part of this service, in addition to offering the full programme to a group of unemployed and/or disabled learners, the training provider will:

  • Customise units and course material to client's and learners' needs
  • Help with recruiting and contracting learners according to client's policies
  • Advise on stipend and performance rewards
  • Induct learners, incorporating client's values and code of ethics, and train them to use the system
  • Train all mentors and coaches, including disability-sensitive training
  • Register and review learners' info uploaded to the SETA's system
  • Schedule, with client, all workplace & academic activities 
  • Monitor logbooks, and moderate and upload learners' achievements
  • Prepare the SETA verification file
  • Communicate regularly with the client team, including progress updates

Interested HR and L&D professionals should please click "contact me" in the section for corporate clients below. We'll get in touch with you right away to set up an information session to talk through the details.

Admin users are not allowed to book courses or express interest in courses. Please register as a Trainee to be able to book a course.

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Now available
For corporate clients (incl learnerships)
  • Hours of instruction: Approximately 30 days of instruction in total, delivered over 12 months
  • City: In-person instruction can be arranged in Johannesburg for groups of 15 or more
  • Note: To take advantage of this excellent opportunity, you must complete registration by 30 June 2024. Please click "Contact me" as soon as possible to initiate the process.
  • Course fee: R23,000 (incl. VAT). Discounted price - best available.
Contact me Book now
Now available
For individuals
  • Hours of instruction: Approximately 30 days of instruction in total, delivered over 12 months
  • Note: To take advantage of this excellent opportunity, you must complete registration by 30 June 2024. Please click "Contact me" as soon as possible to initiate the process.
  • Course fee: R23,000 (incl. VAT). Discounted price - best available. Payment plan also an option.
Contact me Book now
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