OVERVIEW OF QUALIFICATION
This qualification consists of a range of unit standards comprising a total of 150 credits.
- We deliver 94 of these credits in 7 separate skills programmes, each comprising two days facilitation and one day assessment. This approach enables delegates to work towards the full qualification module by module over a period of time.
- The remaining 56 credits are achieved by learners already having matric maths and a first and second language at matric level. We offer an additional maths module via correspondence for those learners who do not have matric maths.
COURSE CONTENT - See further details...
These seven skills programs are as follows:
1. Financial Markets
2. Collective Investment Schemes (CIS)
3. CIS Administration
4. Retirement Funds
5. Financial Planning
6. Financial Services Environment
7. Personal Finance
ASSESSMENT PROCESS
Delegates complete an assessment, which takes place approximately one month after the facilitation date. The assessment comprises:
- A Portfolio of Evidence (POE), which includes various practical activities, which are completed during the facilitation sessions.
- A Research Assignment, which requires delegates to practically apply what they have learnt in the course.
- A two hour knowledge test.
COURSE FEES - See further details
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