What you need to know
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. |
