SCOPE OF INFORMATION
|
| Short Description of the SLP: |
This Short Learning Programme (SLP) will equip professionals with the essential practical skills for modern financial planning. By covering key areas like tax, estate, investments, and retirement planning, focusing on practical case studies ensures that participants can confidently create uniquely tailored financial plans for their clients. It also delves into behavioural finance, exploring how psychology impacts decision-making, allowing for more personalised client strategies. With a strong emphasis on legal and regulatory frameworks, this SLP
ensures students are prepared to navigate financial complexities and deliver actionable, results-driven advice to help clients reach their goals. |
| Admission Requirements: | Three years of relevant industry experience or an existing relevant qualification on an NQF level 4 or higher. |
| Learning Duration: |
12 Weeks/40 Hours |
| Costs: |
To be confirmed upon request |
| Language of Tuition: | English |
| Mode of Delivery: |
Online |
| Campus: |
Bloemfontein |
| Learning Level: |
5 |
| Dates of Programme: |
To be confirmed upon request |
| Nature of Programme: |
Competence Based |
| Programme Structure: |
The programme is structured to encourage independent progression through each unit's content. Additionally, a one- hour Blackboard collaboration session will be scheduled for each unit, allowing participants to engage with the instructor and peers in real-time discussions. |
| Assessments: |
Multiple Choice quizzes (x6) after each learning unit that will collectively account for 50% of the module mark. After 12 weeks, a formal final assessment that account to 50% of the module mark. |