Wealth Management Level 4 Qualification

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,
  • Taxation,

Who should attend:

Individuals working in the financial services industry in the role of Client services, Administration, Distribution, Marketing and Call centre agents.

Programme Overview:

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

Some clients we’ve delivered this Qualification for…

We facilitated the Wealth Management Level 4 Qualification to 70 Allan Gray call centre and administration employees in 2008.
We have been facilitating the full Wealth Management Level 4 qualification to Silica employees for 10 consecutive years and have trained a total 170 employees to date.
InvestmentWise delivered the Wealth Management Level 4 Learnership on behalf of Liberty to 49 unemployed learners in Gauteng in 2016.