• Distance learning full qualification via 3 modules for persons with less than 5 years’ technical  Insurance experience
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Full Assessment

Any person may enrol and complete the full qualification in Wealth Management, although they need to have Matric and preferably a relevant NQF Level 4 Insurance qualification, or at least a foundational skills programme (this can be completed with License to Skill)

We have divided the full qualification into 3 integrated modules. Once all 3 modules with its respective assessments are completed, the full qualification will be awarded. This takes approx 6 – 12 months, depending on your commitment to the process.

The process

• You complete the learner registration form and return it with a copy of your ID, Matric Certificate and POPI Consent agreement (All available from us via e-mail)
• You will be invoiced and upon payment we e-mail you the portfolio template and learner guide for module
• Using the learner guide and other resources, you will complete the portfolio and return it to us for assessment
• We send you feedback as well as the mock exam
• Once returned, we assess and provide you with feedback
• You then complete the final closed book summative assessment
• This process is repeated for all 3 modules