< All Topics
Print

FET Certificate – Wealth Management – Level 4 – 57917

SCHOOL 1Unit Standard CodeCreditsUnit Standard Type
Theme 1: Ethics and risks in life and at work
Demonstrate knowledge and application of ethical conduct in a business environment 242655 4Core 
Manage risk in own life 114970 3Core 
Theme 2: Basic economics   
Explain basic economics117132 3Core 
Theme 3: Legislation 1:  FAIS & FICA   
Explain South African money laundering legislation and the implications for accountable institutions in transacting with clients242593 3Core 
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-sector2425842Elective
Theme 4: Legislation 2:  Long term & Short term   
Apply knowledge and insight into aspects of the Long-term Insurance Act, Act 52 of 19981171262Elective
Apply knowledge and insight into the Short-term Insurance Act (No 53 of 1998) and the accompanying regulations1171213Elective
Theme 5: Customer care   
Apply the skills of customer care in specific work environment1196764Elective
Demonstrate skills and techniques required to build a relationship with a client in a financial services environment2431373Elective
Theme 6: Insurable risks   
Demonstrate knowledge of Insurable risk1201283Elective
Total Credits 30 
FACILITATION 4 days 
REVISION & SUBMISSION 
SUMMATIVE 1
SUMMATIVE 2
SUMMATIVE 3
SCHOOL 2Unit Standard CodeCreditsUnit Standard Type
Theme 7: Fraud control   
Describe the control of fraud in Long-term insurance1192613Elective
Theme 8: Introduction to wealth management   
Explain the structure of the financial services industry in South Africa 243144 4Core 
Investigate the range of options available for wealth management 243134 5Core 
Theme 9:  Long term products   
Analise the different products available in the Long-term Insurance industry and the benefits of each 119478 5Elective 
Describe funeral insurance1149562Elective 
Theme 10:  Personal accident insurance   
Apply knowledge and understanding of personal accident insurance1200222Elective 
Theme 11: Current events reported in the media 
Analise current events reported in the media that could impact on wealth management 243133 10Core 
Total Credits31
FACILITATION 3 Days 
REVISION & SUBMISSION 
SUMMATIVE 1 
SUMMATIVE 2 
SCHOOL 3Unit Standard CodeCreditsType
Theme 12: Basic investment principles and financial instruments
Explain basic investment principles 243153 4Core 
Explain Capital Markets and Capital Market Instruments 243142 2Core 
Explain Equity Markets and Equity Market Instruments 243148 2Core 
Explain Money Markets and Money Market Instruments243154 2Core 
Theme 13: Retirement provision
Investigate the need to provide financially for own retirement114960 3Core 
Develop a business plan for a small business 1172415Elective
Investigate the possibilities of establishing and running a small business enterprise (SMME)1172443Elective
FACILITATION
REVISION & SUBMISSION
SUMMATIVE 1
SUMMATIVE 2
SCHOOL 4Unit Standard CodeCreditsUnit Standard Type
Theme 14: Basic financial statements
Interpret basic financial statements1171564Fundamental
Theme 15: Income tax principles and application
Describe and apply the principle of personal income tax1171273Fundamental
Theme 16: Manging risk in own life
Investigate ways of managing financial risks in own lives1171585Fundamental
FACILITATION 
REVISION & SUBMISSION 
SUMMATIVE 1 
SUMMATIVE 2  
Total Credits 33
SCHOOL 5Unit Standard CodeCreditsType
Theme 15: Introductory statistics and probability
Apply knowledge of statistics and probability to critical interrogate and effectively communicate findings on life related problems90156Fundamental
Theme 16: Shapes and Motion
Represent analyse and calculate shape and motion in findings on the life related problems90164Fundamental
Theme 17: Financial Aspects
Use mathematics to investigate and monitor the financial aspects personal, business, national and international74686Fundamental
Total Credits 16
FACILITATION 
REVISION & SUBMISSION 
SUMMATIVE 1 
SUMMATIVE 2  
SCHOOL 6Unit Standard CodeCreditsType
Theme 18: Communication 1st languages
Engage in sustained oral communication and evaluate spoken texts1194625Fundamental 
Read analyse and respond to variety of texts1194695Fundamental 
Write for a wide range of contexts1194595Fundamental 
Use languages and communication in occupational learning programmes1194715Fundamental 
Theme 19: Communication additional language
Accommodate audience context needs in oral communication1194725Fundamental 
Interpret and use information from texts1194575Fundamental 
Write text for a range of communicative contexts1194655Fundamental 
Use languages and communication in occupational learning programmes1194675Fundamental 
FACILITATION  
REVISION & SUBMISSION 
SUMMATIVE 1 
SUMMATIVE 2 
Core courses45
Fundamental courses68
Electives37
Total Credits 150
This form is currently undergoing maintenance. Please try again later.
Previous FET Certificate – Short Term Insurance – Level 4 – 49929
Next FET Certificate – Wealth Management – Level 5 – 57908
Table of Contents