Wealth Management Training – NQF 4 & 5 qualifications

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Align your training and development needs with the Regulator’s drive towards professionalization by making use of the services listed below. Just click on the title for more information.

HIGHER CERTIFICATE IN WEALTH MANAGEMENT (NQF 5)
This qualification provides learners with a wide range of specialised and technical skills, as well as a broad based knowledge of the applicable legislation, economic principles and the financial industry. Learners will be exposed to the important terms, rules, concepts, principles and theories of Wealth Management.

NATIONAL CERTIFICATE IN WEALTH MANAGEMENT (NQF 5)
This qualification provides learners with a wide range of specialised and technical skills, as well as knowledge of the applicable legislation, economic principles and the financial services industry in general. Learners will be exposed to the important terms, rules, concepts, principles and theories of Wealth Management.

This certificate is a building block for learners who wish to follow a career path in the Long-Term Insurance and Investment space.

FURTHER EDUCATION AND TRAINING : WEALTH MANAGEMENT (NQF4)
This qualification provides learners with a wide range of specialised and technical skills, as well as a broad based knowledge of the applicable legislation, economic principles and the financial industry. Learners will be exposed to the important terms, rules, concepts, principles and theories of Wealth Management.

This qualification is generic in the management and creation of wealth that builds introductory knowledge, skills, attitudes and values required for learners to operate in the Financial Services Industry.

15 thoughts on “Wealth Management Training – NQF 4 & 5 qualifications

  1. Want to enrol for wealth management training as am working for insurance .want to know how much is a course and for how long will it take to complete the entire course

  2. Woud like to enrol for next semester,in NQF level 5

    1. I have 68 wealth management credits so i need 52 to have 120 full credits so how much is the cause

      1. Good day
        The full cost of the Higher Certificate in Wealth Management is R35 025.

    2. I would like to know how much is the whole course in wealth management

      1. 2024 Qualification Fee: R38 640
        Fee per module: R7 728 (5 Modules)

  3. I am working for insurance so I want to enrol to doy credits

  4. i would like to enroll for a wealth management level 5

    1. Good day
      Thank you for your interest in MBSE’s Higher Certificate in Wealth Management. To start the online application process, click here: https://www.mbse.ac.za/qualifications/higher-certificate-in-wealth-management-nqf-5/

  5. Good day
    If I completed my NQF5 Wealth Management through Sanlam Acadamy my I apply for the NQF 6 immediately ? And on completion of the NQF 6 do you automatically qualify to do the NQF 8 at moonstone aswell?

    1. You can apply for an NQF 6 at Moonstone if you have obtained a recognised NQF 5 elsewhere. Moonstone students who have completed an NQF6 and want to proceed to NQF8 can apply for a recognition of prior learning to bridge the gap.

  6. how long does it take and how much?

    1. HIGHER CERTIFICATE IN WEALTH MANAGEMENT
      https://www.mbse.ac.za/qualifications/higher-certificate-in-wealth-management-nqf-5/
      QUALIFICATION DURATION
      Full-time: 1 year
      Part-time: 2 years
      2024 Qualification Fee: R38 640
      Fee per module: R7 728 (5 modules)

  7. Good morning. I am interested in NQF Level 5 (short-term insurance) What do you suggest.

    1. Good morning. I suggest you look at the course prospectus and requirements and see whether they are suitable for your requirements https://www.mbse.ac.za/qualifications/higher-certificate-in-short-term-insurance-nqf-5/

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