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National Certificate in Wealth Management (NQF 5)

Accounting & Financial Services 120 Credits 1 Year Register
Section 1

Purpose of Qualification

This Qualification is intended to empower students to acquire knowledge, skills, attitudes and values required to operate ethically and responsibly in the highly regulated Financial Services environment and to respond to the challenges posed by the changing nature of the Financial Services Industry. It should add value to the qualifying student in terms of enrichment of the person, status, licensing and recognition.

Section 2

Career Focus

Various positions in Financial Services industry within the Long Term Insurance and Investment environments with small, medium and large employers, financial services intermediaries and other related fields.

Section 3

Accredited by


Section 4

Admission Requirements

Students should have at least a Level 4 Qualification. It is preferable that students should first complete one of the Long-Term Insurance or Wealth Management Qualifications at NQF Level 4 before accessing this Qualification.

Section 5

Minimum requirements to complete the qualification

A pass in all modules – Student allowed to carry only two modules from one semester to the next semester.

Section 6

Articulation possibilities with other qualifications

Horizontal Articulation

  • The National Certificate in Financial Services: Long Term Risk Assessment: Level 5 on the basis of the Fundamentals and Exit Outcome 1.
  • The National Diploma in Financial Services: Long-TermRisk Assessment: Level 5 on the basis of the Fundamentals and Exit Outcome 1.
  • Other Qualifications that include Unit Standards fromthe Level 5 Financial Services Fundamental set and the Unit Standard, Apply the principles of ethics and professionalism to a business environment.

Vertical articulation is possible with the following Qualifications:As this is a Level 5 Qualification it should provide the student with access to any Qualification at Level 6, subject to the admission requirements of the provider/Higher Education Institutions.

Section 7

Assessment of Programme

Assessment is conducted as both Formative Assessment and Summative Assessments. The Formative Assessment is covered as Continuous Assessment Tests and compilation of a Portfolio of Evidence by the student. The Summative Assessment takes place as a National Summative exam for First and Second Semesters. It is compulsory for all students to complete WIL for completion of the programme.

Section 8

Course Structure

  • Basic Risk Management
  • Financial Management
  • Economic And Current Affairs
  • Financial Service Environment
  • Investment Practices
  • Advanced Risk Management
  • Corporate Governance And Legislation
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