Empowering employees in the Financial services industry
Our Wealth Management programme provides attendees with a comprehensive understanding and broad-based knowledge of:
- Economic principles
- The various Asset Classes and Investment Management
- Different types of financial products and services, with primary focus on Collective Investment Schemes (CIS) and Retirement Funds
- The FInancial Planning Process
- Ethics and good governance
- Applicable legislation,
Who should attend:
Individuals working in the financial services industry in the role of Client services, Administration, Distribution, Marketing and Call centre agents.
This programme is designed, developed and delivered by a team with extensive financial services industry experience, who bring relevant context and practical application to the programme.
On successful completion of each module , participants are awarded credits which are uploaded on the National Delegate Record Database (NLRD). Assessments comprise a Portfolio of Evidence (POE) made up of practical activities completed during training, a research assignment and a two-hour exam
Full qualification requirements:
To qualify, individuals need:
- Matric maths,
- Matric first and second language.
InvestmentWise can assist delegates to attain these credits where necessary.
We deliver this qualification in 7 separate modules. Participants have the option to complete individual modules or the entire qualification. Each modules comprises 2 days facilitation and one day assessment one month thereafter.
Module 1: Financial Markets
Module 2: Collective Investment Schemes
Module 3: CIS Administration
Module 4: Retirement Funds
Module 5: Financial Planning
Module 6: Financial Services Environment
Module 7: Personal Finance