SCHOOL 1	Unit Standard Code	Credits	Unit Standard Type
Theme 1: Ethics and risks in life and at work
Demonstrate knowledge and application of ethical conduct in a business environment	242655	4	Core
Manage risk in own life	114970	3	Core
Theme 2: Basic economics
Explain basic economics	117132	3	Core
Theme 3: Legislation 1:  FAIS & FICA
Explain South African money laundering legislation and the implications for accountable institutions in transacting with clients	242593	3	Core
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	242584	2	Elective
Theme 4: Legislation 2:  Long term & Short term
Apply knowledge and insight into aspects of the Long-term Insurance Act, Act 52 of 1998	117126	2	Elective
Apply knowledge and insight into the Short-term Insurance Act (No 53 of 1998) and the accompanying regulations	117121	3	Elective
Theme 5: Customer care
Apply the skills of customer care in specific work environment	119676	4	Elective
Demonstrate skills and techniques required to build a relationship with a client in a financial services environment	243137	3	Elective
Theme 6: Insurable risks
Demonstrate knowledge of Insurable risk	120128	3	Elective
Total Credits		30
FACILITATION 4 days
REVISION & SUBMISSION
SUMMATIVE 1
SUMMATIVE 2
SUMMATIVE 3
SCHOOL 2	Unit Standard Code	Credits	Unit Standard Type
Theme 7: Fraud control
Describe the control of fraud in Long-term insurance	119261	3	Elective
Theme 8: Introduction to wealth management
Explain the structure of the financial services industry in South Africa	243144	4	Core
Investigate the range of options available for wealth management	243134	5	Core
Theme 9:  Long term products
Analise the different products available in the Long-term Insurance industry and the benefits of each	119478	5	Elective
Describe funeral insurance	114956	2	Elective
Theme 10:  Personal accident insurance
Apply knowledge and understanding of personal accident insurance	120022	2	Elective
Theme 11: Current events reported in the media
Analise current events reported in the media that could impact on wealth management	243133	10	Core
Total Credits		31
FACILITATION 3 Days
REVISION & SUBMISSION
SUMMATIVE 1
SUMMATIVE 2

SCHOOL 3	Unit Standard Code	Credits	Type
Theme 12: Basic investment principles and financial instruments
Explain basic investment principles	243153	4	Core
Explain Capital Markets and Capital Market Instruments	243142	2	Core
Explain Equity Markets and Equity Market Instruments	243148	2	Core
Explain Money Markets and Money Market Instruments	243154	2	Core
Theme 13: Retirement provision
Investigate the need to provide financially for own retirement	114960	3	Core
Develop a business plan for a small business	117241	5	Elective
Investigate the possibilities of establishing and running a small business enterprise (SMME)	117244	3	Elective
FACILITATION
REVISION & SUBMISSION
SUMMATIVE 1
SUMMATIVE 2

SCHOOL 4	Unit Standard Code	Credits	Unit Standard Type
Theme 14: Basic financial statements
Interpret basic financial statements	117156	4	Fundamental
Theme 15: Income tax principles and application
Describe and apply the principle of personal income tax	117127	3	Fundamental
Theme 16: Manging risk in own life
Investigate ways of managing financial risks in own lives	117158	5	Fundamental
FACILITATION
REVISION & SUBMISSION
SUMMATIVE 1
SUMMATIVE 2
Total Credits		33

SCHOOL 5	Unit Standard Code	Credits	Type
Theme 15: Introductory statistics and probability
Apply knowledge of statistics and probability to critical interrogate and effectively communicate findings on life related problems	9015	6	Fundamental
Theme 16: Shapes and Motion
Represent analyse and calculate shape and motion in findings on the life related problems	9016	4	Fundamental
Theme 17: Financial Aspects
Use mathematics to investigate and monitor the financial aspects personal, business, national and international	7468	6	Fundamental
Total Credits		16
FACILITATION
REVISION & SUBMISSION
SUMMATIVE 1
SUMMATIVE 2

SCHOOL 6	Unit Standard Code	Credits	Type
Theme 18: Communication 1st languages
Engage in sustained oral communication and evaluate spoken texts	119462	5	Fundamental
Read analyse and respond to variety of texts	119469	5	Fundamental
Write for a wide range of contexts	119459	5	Fundamental
Use languages and communication in occupational learning programmes	119471	5	Fundamental
Theme 19: Communication additional language
Accommodate audience context needs in oral communication	119472	5	Fundamental
Interpret and use information from texts	119457	5	Fundamental
Write text for a range of communicative contexts	119465	5	Fundamental
Use languages and communication in occupational learning programmes	119467	5	Fundamental
FACILITATION
REVISION & SUBMISSION
SUMMATIVE 1
SUMMATIVE 2
Core courses		45
Fundamental courses		68
Electives		37
Total Credits		150

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