SAQA ID 57917 Further Education and Training Certificate: Wealth Management Level 4

Electives
114956 Describe funeral insurance
117121 Apply knowledge and insight into the Short Term Insurance Act (No 53 of 1998) and the accompanying regulations
117126 Apply knowledge and insight into aspects of the Long Term Insurance Act, Act 52 of 1998
117241 Develop a business plan for a small business
117244 Investigate the possibilities of establishing and running a small business enterprise (SMME)
119261 Describe the control of fraud in Long-term Insurance
119478 Explain and apply the basic principles of the Estate Duty Act (45 of 1955)
119676 Apply the skills of customer care in a specific work environment
120022 Apply knowledge and understanding of personal accident insurance
120124 Demonstrate knowledge of insurable risk
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
243137 Demonstrate skills and techniques required to build a relationship with a client in a financial services environment
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119478 Explain and apply the basic principles of the Estate Duty Act (45 of 1955)

SAQA ID 57917 Further Education and Training Certificate: Wealth Management Level 4 119478 Explain and apply the basic principles of the Estate Duty Act (45 of 1955)

Download the Following Learning Material

119478 INSETA Learner Work File Admin Docs V1

119478 INSETA Learner Work File Admin Docs V2

Annexure A

Annexure B

Annexure C

Learner Guide 119478

Learner Work File 119478 V1

Learner Work File V2 119478

Summative Assessment V1 119478

Summative Assessment V2 119478

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