FINLITE FINANCIAL EDUCATION

With an RE 5 board certificate, you can significantly increase your chances of being employed in the financial sector. If you don't know what an RE 5 certificate is, learn more here and register for our online RE 5 tutorial at only R 550 including the mock exam https://courses.finlite.co.za/courses/online-re-5-training-workshop

Financial Planning Fundamentals is a short course for aspiring financial planners. It includes the basics of math, psychology, law, economics, ethics, and more. Financial planning is a high-level career where your skills are in demand. When you work with our training course, you'll learn the basics of financial planning and how to build on them to turn your interests into a career. A training course like this one can help you on your way to an exciting and fulfilling career as a financial planner! This short course has twenty eight (27) credits towards the 120 Wealth Management NQF5 Qualification. You will receive a statement of credits and certificate once all unit standards are completed and verified. Price: R 4725.00 Duration: 4 Months

A Medical Insurance Basics course is designed for financial advisors and insurance agents who want to learn how to better provide medical insurance to their clients. This course teaches the basics of medical insurance including information about the different types of plans and benefits. It is required by law that anyone working with or selling medical insurance complete this course. This course will equip you with the knowledge and tools necessary to sell health care coverage effectively and successfully. The certification provides a foundation for your career as a financial advisor helping you make educated decisions about the best ways to offer coverage to your clientele. You will be trained by experts and certified by the Insurance Seta. Take this course now and get a high-value value education you cant find anywhere else! On completion, you will receive eight (8) FAIS credits towards the 120 Wealth Management NQF5 qualification. Period: 2 Months (8 Weeks) Price: R 1 800.00

Are you an aspiring investment professional or an individual trying to get started with building wealth but don't know where to start? The investment world is filled with jargon and complicated concepts and as a financial planner it is difficult to keep up with everything. Providing your clients the best service means understanding the latest trends and information about investing. This short course will help you learn the basics of the investment world and equip you with new concepts and ideas for your clients. From equities and bonds to fund management, this course will help you grow as a professional and provide better service for your clients. This short course has 13 credits towards the 120 Wealth Management NQF5 Qualification. You will receive a statement of credits and certificate once all unit standards are completed and verified. Price: R 2925.00 Duration: 13 weeks (3 months) Get Started with the Investment Basics Course today!

Learn how to break into this lucrative profession! We know how tough it can be to obtain a certification as a financial planner. That's why we've designed a short course which will teach you everything you need to know about taxes within a few hours. The Tax Short Course is an invaluable resource for those people who want to excel in the field of taxation. With this course, your chances of getting work as a tax advisor under supervision increase significantly. If you're looking to start a career as a financial planner, then sign up for our Tax Short Course now! This short course contributes 12 credits of the 120 needed to be FAIS compliant by the FSCA. The full 120 credits qualification is the Wealth Management NQF 5 and is also available when you are ready to take the next leap. Period: 3 Months (12 Weeks) Price: R 1 800.00

Manage risk for your clients with this accredited online finance course! Learn the basics of risk management for finance professionals including how to create a risk management plan, assess threats, monitor all kinds of risks, and implement risk controls using insurance and non-insurance methods. This course will teach you the principles of risk management and help you identify what needs to be done in order to rduce risks. One thing is certain- you cannot afford not to take this course if you want to learn how to help clients measure and avoid financial catastrophes. Enrol now in this risk management course for finance professionals before it is too late! This short course has twenty eight (23) credits towards the 120 Wealth Management NQF5 Qualification. You will receive a statement of credits and certificate once all unit standards are completed and verified. Price: R 5175 Duration: 5 Months

Join the Online course for financial planners that teaches you to help your clients plan and manage retirement. Understanding retirement is not only important but it is also a necessity for financial planners. Retirement Management basics is a comprehensive and interactive online course designed to help you understand the retirement landscape and to provide strategies for managing client retirement assets. Learn how to simplify and empower your client's retirement planning with Retirement Management Basics- your best resource for making confident decisions in this ever-changing environment. This short course has twenty eight (10) credits towards the 120 Wealth Management NQF5 Qualification. You will receive a statement of credits and certificate once all unit standards are completed and verified. Price: R 2250.00 Duration: 2 Months