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WHO SHOULD ENROLL?

The National Certificate  is perfect for anyone, with a Matric Qualification,  who is wanting to pursue / further their career within the Financial Services industry.

 

SUBMISSION REQUIREMENTS TO ENROLL:

  • A Matric Certificate / equivalent.

TERMS AND CONDITIONS

  • No refund may be claimed if the delegate has accessed material and/or attended the 1st session.
  • Delegates may not transfer from one course start date to another.
  • Once registered the delegate may not transfer a course to another delegate to proceed with.

NQF LEVEL 5

NQF Level 5 Courses

NQF levels are intended to award registered learners with national accreditation based on their skills and knowledge. NQF 5 is a National Certificate or National Diploma and is a HET – Higher Education and Training – category qualification

Course Overview

COURSE COVERVIEW:

 

Module One: 

  • 242584 – The FAIS Act.
  • 242593 – The FIC Act.
  • 117129 – Disclosure requirements.
  • 230071 – Economic principles.
  • 242573 – Needs and wants of an entity.
  • 230077 – The financial life cycle.

 

Credits: 31

 

Module Two: 

  • 242574 – Tax Optimisation.
  • 230075 – Changing Nature of the Industry.
  • 119997 – Understanding Risk.
  • 242603 – Estate Planning.

 

Credits: 31

 

Module Three: 

  • 242613 – Retirement Planning.
  • 230078 – Business Ethics.
  • 13030 – Taxation of lump-sum benefits.
  • 242589 – Business Insurance.

 

Credits: 40

 

Module Four: 

  • 242567 – Product design/structure of medical schemes.
  • 242594 – Asset Classes.
  • 120075 – Current Affairs.
  • 242576 – Property as an Investment.
  • 242601 – Trend Analysis.

 

Credits: 33

Course Facts

COURSE FACTS:

Unit Standard 66611

NQF Level 5

135 Credits

  • Course duration – Twelve (12) Months.
  • Maximum six (6) months per skill programme. (INSETA)
  • Online webinar / support sessions OR controlled classroom sessions. (On request)
  • Accreditation Body – Inseta.

Requirements

REQUIREMENTS:

A Matric Certificate / equivalent is a pre-requisite to enroll for this Qualification.

 

  • There are no specific enrollment or registration dates.
  • Examination dates can accommodate the learners schedule.
  • The summative examination is a supervised hand written examination. (No online) 
  • We have invigilators across South Africa to accommodate learners.
  • First round examination fees are included in the fee, thereafter attempts will be charged separately. Fee is dependent on location.
  • Payment Arrangement;
        • Full Qualification; or
        • per Skill Programme.

 

  • Additional examination fee structure below:

 

Exam Location/Venue: Examination fee Courier fee Invigilator Fee Total cost
PTA R375.00 N/A N/A R375.00
CPT, Bloemfontein, Durban, East London, PE, George, etc R375.00 R200.00 R500.00 R1075.00

Payment

PAYMENT:

  1. Full fee payable.
  2. Per module payable= Full fee divided by total modules = X.

Course Curriculum

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