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FET Certificate – Wealth Management – Level 5 – 57908

Unit Standard TitleUnit Standard CodeUnit Standard TypeLevelCredits
STUDY SCHOOL 1
Apply the principles of ethics to a business environment 230078 Core 10
Apply basic economic principles to the financial services sector 230071 Fundamental 5
Demonstrate knowledge and understanding of the fundamental principles of risk finance in order to propose an insurance solution242562Elective5
Demonstrate knowledge and understanding of risk in a Financial Services environment 119997 Fundamental 5
Research theories of behavioural economics and behavioural finance to explain the influence of emotion on financial decisions 242557Elective4
Total Credits   29
FACILITATION DAYS 
REVISION & SUBMISSION OF POE
SUMMATIVE 1
SUMMATIVE 2
STUDY SCHOOL 2
Apply a researched trend to individual financial risk 242601 Core 5
Apply knowledge of the different asset classes in order to give financial advice 242594 Core 4
Research information in order to assist in conducting a financial risk assessment 242554 Core 7
Demonstrate knowledge and insight into the changing nature of the financial services industry and its consumers 230075 Fundamental 6
Describe the financial life cycle of an individual and how this influences financial decisions 230077 Fundamental 8
Total Credits   30
FACILITATION
REVISION & SUBMISSION 
SUMMATIVE 1 
SUMMATIVE 2 
STUDY SCHOOL 3
Apply scenario planning to explain potential risk in a specified financial services context 242580 Core 6
Determine the needs and wants of an entity in order to propose an appropriate financial solution 242573 Core 4
Present a proposal to optimise the tax aspects of the wealth management of an entity 242574 Core 4
Apply technical knowledge and skill to advise business entities on insurance and group retirement benefits242597Elective5
Apply knowledge of estate planning to propose a financial solution for a specific client 242603Elective8
Apply technical knowledge and skill to advise an individual on planning for retirement 242613Elective5
Total Credits   32
FACILITATION 
REVISION & SUBMISSION 
SUMMATIVE 1 
SUMMATIVE 2 
STUDY SCHOOL 4
Analyse the product design/structure of different medical schemes to evaluate the benefits of each scheme242567Elective5
Apply knowledge and skill to explain the application of structured long-term insurance portfolios242590Elective6
Present an informed argument on a current issue in a business sector 230070 Fundamental 5
Apply knowledge of health economics to make an informed decision242571Elective3
Demonstrate insight into current affairs in the Financial Services sector 120075 Fundamental L 5 10
Total Credits   29
FACILITATION 
REVISION & SUBMISSION 
SUMMATIVE 1 
SUMMATIVE 2    
  
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