Online Financial Qualifications & Courses

Admission requirements applicable

Certificate in financial planning at MBSE

Advanced Certificate in Financial Planning (NQF 6)

Qualification
CHE Qualification: Learners must complete the full qualification to receive recognition of credits

Qualification Duration
1 Year
(Learners have 2 years to complete)

Method of Training
Facilitated learning

Who should attend?
Intermediaries including, but not limited to, Financial Advisors, Personal Financial Planners, Financial Services Call Centre…

Higher Certificate | Wealth Management Course

Higher Certificate in Wealth Management (NQF 5)

Qualification
CHE Qualification: Learners must complete the full qualification to receive recognition of credits

Qualification Duration
2 years

Method of Training
Facilitated learning, distance learning
Who should attend?
Intermediaries including, but not limited to, Financial Advisors, Personal Financial Planners, Financial Services Call Centre…

Wealth Management Course | National Certification

National Certificate in Wealth Management (NQF 5)

Qualification
INSETA Qualification: Learners will receive credits for the Skills Programmes they complete

Qualification Duration
1 – 2 years

Method of Training
Facilitated learning, distance learning, blended learning

Who should attend?
Intermediaries including, but not limited to, Financial Advisors, Personal Financial Planners, Financial Services Call Centre…

No admission requirements applicable

FETC: Short-term Insurance Course

Further Education and Training (FETC): Short-term Insurance (NQF4)

Qualification
Registered on the National Qualification Framework (NQF) and quality assured by INSETA

Qualification Duration
Minimum of 8 – 10 weeks per skills programme of ± 30 credits

Method of Training
Facilitated learning, distance learning, online learning or blended learning

Who should attend?
Learners who operate in the Short-term (Personal and Commercial Lines) insurance industry…

FETC: Wealth Management Course

Further Education and Training (FETC): Wealth Management (NQF4)

Qualification
Registered on the National Qualification Framework (NQF) and quality assured by INSETA

Qualification Duration
Minimum of 8 – 10 weeks per skills programme of ± 30 credits

Method of Training
Facilitated learning, distance learning, online learning or blended learning

Who should attend?
Learners who require licencing in funeral plan, risk policies & long term…

National Credit Act

ADVANCED NATIONAL CREDIT ACT (NCA) GENERAL

Qualification:
N/A

 

Course Duration:
Learner’s choice

 

Method of Training:
Online learning

Who should attend?
Intermediaries in the motor industry who are Finance and Insurance brokers as well as Industry providers of personal loans, HP agreements, credit cards and revolving credit.

National Credit Act

NATIONAL CREDIT ACT (NCA) F&I

Qualification:
N/A

 

Course Duration:
Learner’s choice

 

Method of Training:
Distance learning and online learning

Who should attend?
Intermediaries in the motor industry who are Finance and Insurance brokers as well as Industry providers of personal loans, HP agreements, credit cards and revolving credit.

CIMA Tuition

CIMA TUITION

Qualification:
N/A

 

Course Duration:
Learner’s choice

 

Method of Training:
Facilitated learning

Who should attend?
Candidates who have registered for the Certificate in Business Accounting or Professional Qualification exam/s with CIMA.