Wealth Management NQF 5 Course Breakdown

Secure your future with our incredible course, but first learn a bit more with ourWealth Management NQF 5 Course Breakdown. Here’s what you need to know.
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What you need to know

Entrance Requirements

To enrol for this course, you will need a matric or equivalent qualification. If you don’t meet the requirements, you may look at similar courses that don’t require matric. Or you can do your matric as an adult. 

This programme is taught in English. That means students who are interested should be able to read, write and understand the language.

Accreditation

Skills Academy in partnership with Finlite offers the Wealth Management NQF5 Course. Finlite is accredited by Inseta (Insurance Sector Education and Training Authority) to offer this programme. 

Assessment Structure

To pass your course, you need to complete online formative assessments and a final written examination (summative assessment) for each module.

Certificate Awarded

When you finish this course you will receive an INSETA Statement of Results. If you are already working in the insurance industry then you will get Your NQF 5 Higher Certificate. Alternatively you will need to complete 6 months of practical work before receiving your full qualification.


Subject Outcomes

Keen to know what you will learn with our Wealth Management NQF 5 Course? Consider the following subject outcomes as the roadmap to your journey to success: 

Subject Description
Business Ethics, Risk and Financial Principles (Book A) By the end of this module, you should know about risk transfers in a business and its principles. You will be able to explain risk transfer, insurance limits and risk retention.
Business Ethics, Risk and Financial Principles (Book B) At the end of this module, you should understand the effects emotions have on decisions made regarding finances and wealth. An investor’s behavior has an impact on the finances and decisions in a company.
Financial Risk Assessment and Needs Analysis (Book A) In this module, you will gain knowledge on financial trend indicators, its relationship with the macro environment and how to predict the implications of trends on risks.
Financial Risk Assessment and Needs Analysis (Book B) An individual's decision made on wealth changes constantly as time goes on. In this module, you will learn how to analyse the needs and wants of an individual at the various stages in their life. 
Wealth Management & Retirement Planning (Book A) By the end of this module, you should understand the relationships in broad financial services environments. You should have thinking techniques to compile a variety of scenarios for your clients.
Wealth Management & Retirement Planning (Book B) At the end of this module, you should be able to help an individual plan for their retirement. This includes its legislation and using the needs of an individual to plan a financial strategy.
Products Structure and Current Affairs (Book A) This module will teach you all about medical schemes in relation to insurance and its principles. After completion, you should be able to identify the needs of the client using various information, to help them get the best product, medical scheme and benefits.
Products Structure and Current Affairs (Book B) At the end of this module, you should know about health economics in health care, like theory roles, principles and in decision-making.

Included in the fees

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All your study material

All the study notes and textbooks you need to pass your course are included in your course fees. We give you everything you will need to complete your course.

No Hidden Costs

When there are external costs like institute membership or exam fees, we will warn you about that before you register. So you are able to budget your monthly study costs.

Courier Fees

The courier fees are included in your course fees. No waiting on the Post Office. You don’t spend weeks waiting on your next package with study materials.

Speedy Delivery

We don't waste time when it comes to sending your study material. On average we deliver in a week or less.

Online Study Group

Skills Academy students get free access to the Together We Pass (TWP) online study groups. These groups are facilitated by your Skills Academy lecturers and tutors.

Quick Registration

You will be registered in your online study group and you can start engaging with your classmates and your lecturers within two days of signing up.

Lecturers and Tutors

Your friendly tutors and lecturers are available on the phone, in the Together We Pass free online study groups, on email and even on WhatsApp.

Limitless access during office hours.

High contact, supported learning is key your success, so all students are encouraged to use the study groups as much as possible.

What is not included in the fees?

We do not include writing materials or envelopes for you to send your assignments to us.

However, you can upload your assignments here through our Learner Portal, and cut out the price of envelopes out as well!

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Wealth Management NQF 5 Course Breakdown

Secure your future with our incredible course, but first learn a bit more with ourWealth Management NQF 5 Course Breakdown. Here's what you need to know.
View Courses

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