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Wealth Management (Skills Programme 1)

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R 4 887.50 each
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Units covered by this skills Programme

  • The Long Term Insurance Act, Act 52 of 1998.
  • Financial Advisory and Intermediary Services Act 2002 (FAIS) (Act 37 of 2002).
  • FICA
  • Disclosure requirements
  • Funeral insurance.
  • Basic investment principles.
  • Providing financially for your own retirement.
  • Communicate verbally with clients in a financial environment.
  • Ethical conduct in a business environment.
  • The different products available in the Long-term insurance industry.

Total Credits:30