Wealth Management NQF Level 4
QCTO Learnership
Course Purpose
The Wealth Management qualification at NQF Level 4 provides a solid foundation in wealth management and wealth creation. It allows for specialization in various work roles within the Financial Services industry and equips Intermediaries and Administrators with the skills and knowledge to work ethically across Long-term Insurance, Short-term Insurance, and Collective Investments.
The course encompasses product-related theory and legislation compliance in financial environments, ranging from Life Insurance to Retirement Fund administration. This qualification also provides a career path to the National Certificate in Wealth Management at NQF Level 5. This qualification is QCTO accredited.
Entry Requirements
A Qualifying Learner Will Be Able To:
Recognition of Prior Learning
Programme Structure
The programme consists of 150 credits, divided as follows:
Course Delivery and Assessments
The program uses various teaching methods, including:
Assessments include:
To successfully complete the programme and receive the Wealth Management qualification, learners must compile, submit, and be found competent by constituent assessors, moderators, and verifiers on their Portfolio of Evidence (PoE).