Who Should Attend
- Intermediaries who need a level 5 qualification for licensing in Long-Term Category C under the Financial
- Advisory and Intermediary Services Act (FAIS)
- Intermediaries who need a level 5 qualification for licensing in Category 1 (non-discretionary) under the Financial Advisory and Intermediary Services Act (FAIS).
- Financial Planners
- Those that have attained a Level 4 Insurance and Investment Qualification and wish to progress to the next level
- Those who have achieved a B. Comm. Degree and require a post graduate qualification with a specialisation in Retirement Funds, Long-Term Insurance, Financial Planning, Collective Investments or Medical Schemes.
It is intended to empower learners to acquire knowledge, skills, attitudes and values required to operate ethically and responsibly in the highly regulated Financial Services environment and to respond to the challenges posed by the changing nature of the Financial Services Industry. It should add value to the qualifying learner in terms of enrichment of the person, status, licensing and recognition.
Learners should be able to:
- Gather, analyse, synthesise and evaluate information, manipulate and interpretidata and identify trends, communicate information coherently in writing and verbally, and show insight into current affairs in the Financial Services sector
- Apply knowledge of economics, investment practices, tax and other financial information to match the needs of clients to financial products
- Apply knowledge of legislation, ethics, and compliance in the context of the financial services sector in South Africa
- Apply scenario planning to explain potential risk in a specified financial services context
- Apply knowledge of the different asset classes in order to give financial advice
- Apply a researched trend to individual financial risk
- Determine the needs and wants of an entity in order to propose an appropriate financial solution
- Present a proposal to optimise the tax aspects of the wealth management of an entity