Course curriculum

  • 1

    Welcome to the course!

    • A message from the instructor - Mr Andile Fulane

    • How to navigate this course

    • Before we begin...

  • 2

    SKILLS PROGRAMME 1: Business Ethics, Risk and Financial Principles

    • Introduction

    • 230078 - Apply the principles to a business environment

    • Assignment

    • 230071 - Apply basic economic principles to the financial services sector

    • Assignment

    • 242562 - Demonstrate knowledge and understanding of the fundamental principles of risk finance in order to propose an insurance solution

    • Assignment

    • 119997 - Demonstrate knowledge and understanding of risk in a financial services environment

    • Assignment

    • 242557 - Describe the financial life cycle of an individual and how this influences financial decisions

    • Assignment

  • 3

    SKILLS PROGRAMME 2: Financial Risk Assessment and Needs Analysis

    • Introduction

    • 242601 - Apply a researched trend to individual financial risk

    • Assignment 242601 - Apply a researched trend to individual financial risk

    • 242594 - Apply knowledge of the different asset classes in order to give financial advice

    • Assignment 242594 - Apply knowledge of the different asset classes in order to give financial advice

    • 242554 - Research information in order to assist in conducting a financial risk assessment

    • Assignment 242554 - Research information in order to assist in conducting a financial risk assessment

    • 230075 - Demonstrate knowledge and insight into the changing nature of the financial services industry and its consumers

    • Assignment 230075 - Demonstrate knowledge and insight into the changing nature of the financial services industry and its consumers

    • 230077 - Describe the financial life cycle of an individual and how this influences financial decisions

    • Assignment 230077 - Describe the financial life cycle of an individual and how this influences financial decisions

  • 4

    SKILLS PROGRAMME 3: Wealth Management & Retirement Planning

    • Introduction

    • 242580 - Apply scenario planning to explain potential risk in a specified financial services context

    • Assignment 242580 - Apply scenario planning to explain potential risk in a specified financial services context

    • 242573 - Determine the needs and wants of an entity in order to propose an appropriate financial solution

    • Assignment 242573 - Determine the needs and wants of an entity in order to propose an appropriate financial solution

    • 242574 - Present proposal to optimise the tax aspects of the wealth management of an entity

    • Assignment 242574 - Present proposal to optimise the tax aspects of the wealth management of an entity

    • 242597 - Apply technical knowledge and skill to advise business entities on insurance and group retirement benefits

    • Assignment 242597 - Apply technical knowledge and skill to advise business entities on insurance and group retirement benefits

    • 242603 - Apply knowledge of estate planning to propose a financial solution for a specific client

    • Assignment 242603 - Apply knowledge of estate planning to propose a financial solution for a specific client

    • 242613 - Apply technical knowledge and skill to advise an individual on planning for retirement

    • Assignment 242613 - Apply technical knowledge and skill to advise an individual on planning for retirement

  • 5

    SKILLS PROGRAMME 4: Products Structure and Current Affairs

    • Introduction

    • 242567 - Analyse the product design/structure of different medical schemes to evaluate the benefits of each scheme

    • Assignment 242567 - Analyse the product design/structure of different medical schemes to evaluate the benefits of each scheme

    • 242590 - Apply knowledge and skills to explain the application of structured long term insurance portfolios

    • Assignment 242590 - Apply knowledge and skills to explain the application of structured long term insurance portfolios

    • 230070 - Present an informed argument and a current issue in a business sector

    • Assignment 230070 - Present an informed argument and a current issue in a business sector

    • 242571 - Apply knowledge of health economics to make an informed decision

    • Assignment 242571 - Apply knowledge of health economics to make an informed decision

    • 120075 - Demonstrate insight into current affairs in the Financial Services sector

    • Assignment 120075 - Demonstrate insight into current affairs in the Financial Services sector

  • 6

    Next steps

    • Congrats! Here's what's next...

    • More resources for you

    • Before you go...

    • Please give a reflection on the below items in relation to your training sessions.