57608 National Certificate: Wealth Management Level 5

242572 Evaluate the relevant performance of a Fund/Portfolio Manager
242584 Demonstrate knowledge and understanding of the Financial Advisory and Intermediary Services Act 2002 (FAIS) (Act 37 of 2002) as it impacts on a specific financial services sub-sector
242590 Apply knowledge and skill to explain the application of structured long term insurance portfolios
242593 Explain South African money laundering legislation and the implications for accountable institutions in transacting with clients
242597 Apply technical knowledge and skill to advise business entities on insurance and group retirement benefits
242603 Apply knowledge of estate planning to propose a financial solution for a specific client
242613 Apply technical knowledge and skill to advise an individual on planning for retirement
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242603 Apply knowledge of estate planning to propose a financial solution for a specific client

57608 National Certificate: Wealth Management Level 5 242603 Apply knowledge of estate planning to propose a financial solution for a specific client

Download The Below Learning Material

242603 INSETA Learner Work File Admin Docs V1

242603 INSETA Learner Work File Admin Docs V2

Annexure 1 Example of a will

Annexure 2 Template of a Last Will and Testament

Annexure 3 Living Will

Annexure 4 Estate Planning – Glacier by Sanlam

Learner Guide 242603

Learner Work File 242603 V1

Learner Work File 242603 V2

Summative Assessment V1 242603

Summative Assessment V2 242603

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