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
2 of 2
Previous Lesson

242613 Apply technical knowledge and skill to advise an individual on planning for retirement

57608 National Certificate: Wealth Management Level 5 242613 Apply technical knowledge and skill to advise an individual on planning for retirement

Download The Below Learning Material

242613 INSETA Learner Work File Admin Docs V1

242613 INSETA Learner Work File Admin Docs V2

Learner Guide 242613

Learner Work File 242613 V1

Learner Work File 242613 V2

Summative Assessment V1 242613

Summative Assessment V2 242613

Previous Lesson
Back to Course