57608 National Certificate: Wealth Management Level 5

Cores
242601 Apply a researched trend to individual financial risk
242594 Apply knowledge of the different asset classes in order to give financial advice
242580 Apply scenario planning to explain potential risk in a specified financial services context
242573 Determine the needs and wants of an entity in order to propose an appropriate financial solution
242574 Present a proposal to optimise the tax aspects of the wealth management of an entity
242554 Research information in order to assist in conducting a financial risk assessment
230078 Apply the principles of ethics to a business environment
Fundamentals
230071 Apply basic economic principles to the financial services sector
120075 Demonstrate insight into current affairs in the Financial Services sector
230075 Demonstrate knowledge and insight into the changing nature of the financial services industry and its consumers
119997 Demonstrate knowledge and understanding of risk in a Financial Services environment
230077 Describe the financial life cycle of an individual and how this influences financial decisions
230070 Present an informed argument on a current issue in a business sector
Electives
117129 Apply the regulations for disclosure that are required as part of the financial sales process
230073 Explain how the life cycle of a business entity affects investment and insurance decisions
242557 Apply knowledge of investment to hedge funds
242562 Demonstrate knowledge and understanding of the fundamental principles of risk finance in order to propose an insurance solution
242564 Apply knowledge and insight to structure and implement a retirement fund for an organisation
242567 Analyse the product design/structure of different medical schemes to evaluate the benefits of each scheme
242571 Apply knowledge of health economics to make an informed decision
1 of 2
Previous Lesson
Next Lesson

242562 Demonstrate knowledge and understanding of the fundamental principles of risk finance in order to propose an insurance solution

57608 National Certificate: Wealth Management Level 5 242562 Demonstrate knowledge and understanding of the fundamental principles of risk finance in order to propose an insurance solution

Download The Below Learning Material

242562 INSETA Learner Work File Admin Docs V1

242562 INSETA Learner Work File Admin Docs V2

Learner Guide 242562

Learner Work File 242562 V2

Learner Work File 242562 V1

Summative Assessment V1 242562

Summative Assessment V2 242562

Previous Lesson
Back to Course
Next Lesson