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National Certificate: Wealth Management (NQF 5)

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About The Course

Take the next step in your Financial-Services Career

The National Certificate: Wealth Management NQF Level 5 is designed for people who want to expand their knowledge, strengthen their professional credibility and unlock new career opportunities in financial services.

Whether you work in financial planning, long-term insurance, investments, retirement funds, medical schemes or client services, this programme will help you understand the bigger picture of creating, protecting and managing wealth.

  • SAQA ID: 66611

  • Learning Programme ID: 57608

  • NQF Level: 5

  • Credits: 120

  • Entry requirement: NQF Level 4 qualification or equivalent

You will build valuable knowledge in:

  • Financial planning and client-needs analysis

  • Wealth creation and wealth management

  • Investments and asset classes

  • Long-term insurance and financial risk

  • Retirement, tax and estate planning

  • Ethics, legislation and compliance

  • Economics and financial-market trends

  • Professional client communication

The programme connects financial knowledge with practical workplace situations, helping you become more confident and effective in your role.

  • Financial advisors and planners

  • Insurance brokers and consultants

  • Investment and retirement fund professionals

  • Long-term insurance employees

  • Employee-benefit and medical scheme consultants

  • Client-service and call-centre employees

  • Compliance officers and senior administrators

  • Individuals ready to advance their financial-services careers

Learnerships

Our structured 12-month learnership option combines learning with workplace experience. It is suitable for employers who want to develop employees, support workplace transformation and build a strong financial-services talent pipeline.

Corporate groups

Corporate programmes are available for groups of 10 or more learners and may be offered through:

  • Self-paced learning

  • Facilitated learning

The programme can be completed over 8 to 18 months, depending on the selected delivery method and the organisation’s requirements.

Individual self-study

Our flexible self-study option can be completed over 8 to 18 months.

Structured learning material and pre-recorded videos guide learners through the programme step by step. Learners can study around their work and personal responsibilities while receiving ongoing guidance and support.

Recognition of Prior Learning may also be available to experienced financial-services professionals.