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CPD-education

Higher Certificate in Wealth Management – Five reasons why you should apply now

The Higher Certificate in Wealth Management (HCWM) provides an ideal entry point into the financial services industry in various roles, or to kick-start your career in financial planning.

The good news is that the application phase for the 2nd semester is now open.

Here are a few reasons why you should apply for the online course:

1. The HCWM is recognised by the Financial Services Conduct Authority for all product sub-categories of Category I FSPs and can be used to fulfil fit and proper requirements for FAIS roles in Category I FSPs.
2. Upon successful completion of the HCWM students will be able to demonstrate knowledge and understanding of legislation, ethics, and compliance in the context of the financial services sector in South Africa.
3. The student will also be able to demonstrate knowledge and understanding of the financial planning process in terms of collecting, analysing and synthesising appropriate data to develop solutions and make judgments and recommendations that take into consideration client needs, product knowledge and risk appetite.
4. The fundamental knowledge of the financial services industry can then be applied to match the financial requirements of clients to financial products.
5. Successful students will also be able to communicate and present information, in writing and verbally, to demonstrate insight into current issues in the Financial Services Sector.

If you are serious about going places, this is the ideal platform to greatly enhance your chances of employment in the industry.

Click here for more information.

Click here to apply.

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