Wealth management

Investment Fundamentals (R 2925.00)

The purpose of this course is to ensure individuals acquire knowledge and guidance regarding tried and tested wealth management principles. The Investment Fundamentals consist of 18 of the 120 FAIS credits and four modules.

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Course curriculum

1

Welcome to the course!
- How to navigate this course
- Before we begin...
2

Investment Fundamentals
- 230071 - Apply basic economic principles to the financial services sector
- Assignment 230071 - Apply basic economic principles to the financial services sector
- 242594 - Apply knowledge of the different asset classes in order to give financial advice
- Assignment 242594 - Apply knowledge of the different asset classes in order to give financial advice
- 242557 - Describe the financial life cycle of an individual and how this influences financial decisions
- Assignment 242557 - Describe the financial life cycle of an individual and how this influences financial decisions
3

Next steps
- Congrats! Here's what's next...
- More resources for you
- Before you go...
- Please give a reflection on the below items in relation to your training sessions.