Wealth Management - NQF Level 5 - Full Course (R 22 500)
The purpose of this course is to ensure individuals acquire knowledge and guidance regarding tried and tested wealth management principles.
A message from the instructor - Mr Andile Fulane
How to navigate this course
Before we begin...
Introduction
230078 - Apply the principles to a business environment
Assignment
230071 - Apply basic economic principles to the financial services sector
Assignment
242562 - Demonstrate knowledge and understanding of the fundamental principles of risk finance in order to propose an insurance solution
Assignment
119997 - Demonstrate knowledge and understanding of risk in a financial services environment
Assignment
242557 - Describe the financial life cycle of an individual and how this influences financial decisions
Assignment
Introduction
242601 - Apply a researched trend to individual financial risk
Assignment 242601 - Apply a researched trend to individual financial risk
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
242554 - Research information in order to assist in conducting a financial risk assessment
Assignment 242554 - Research information in order to assist in conducting a financial risk assessment
230075 - Demonstrate knowledge and insight into the changing nature of the financial services industry and its consumers
Assignment 230075 - Demonstrate knowledge and insight into the changing nature of the financial services industry and its consumers
230077 - Describe the financial life cycle of an individual and how this influences financial decisions
Assignment 230077 - Describe the financial life cycle of an individual and how this influences financial decisions
Introduction
242580 - Apply scenario planning to explain potential risk in a specified financial services context
Assignment 242580 - Apply scenario planning to explain potential risk in a specified financial services context
242573 - Determine the needs and wants of an entity in order to propose an appropriate financial solution
Assignment 242573 - Determine the needs and wants of an entity in order to propose an appropriate financial solution
242574 - Present proposal to optimise the tax aspects of the wealth management of an entity
Assignment 242574 - Present proposal to optimise the tax aspects of the wealth management of an entity
242597 - Apply technical knowledge and skill to advise business entities on insurance and group retirement benefits
Assignment 242597 - Apply technical knowledge and skill to advise business entities on insurance and group retirement benefits
242603 - Apply knowledge of estate planning to propose a financial solution for a specific client
Assignment 242603 - Apply knowledge of estate planning to propose a financial solution for a specific client
242613 - Apply technical knowledge and skill to advise an individual on planning for retirement
Assignment 242613 - Apply technical knowledge and skill to advise an individual on planning for retirement
Introduction
242567 - Analyse the product design/structure of different medical schemes to evaluate the benefits of each scheme
Assignment 242567 - Analyse the product design/structure of different medical schemes to evaluate the benefits of each scheme
242590 - Apply knowledge and skills to explain the application of structured long term insurance portfolios
Assignment 242590 - Apply knowledge and skills to explain the application of structured long term insurance portfolios
230070 - Present an informed argument and a current issue in a business sector
Assignment 230070 - Present an informed argument and a current issue in a business sector
242571 - Apply knowledge of health economics to make an informed decision
Assignment 242571 - Apply knowledge of health economics to make an informed decision
120075 - Demonstrate insight into current affairs in the Financial Services sector
Assignment 120075 - Demonstrate insight into current affairs in the Financial Services sector
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.
All Courses, Financial Sector Professional, RE 5
RE 5 Mock Exam
All Courses, Financial Sector Professional, RE 5
All Courses
All Courses, Consumer Financial Education, Property Investment Education, Employee Financial Education