57608 National Certificate: Wealth Management Level 5

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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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