Logo

Affiliates

Companies affiliated with PSG Konsult

PSG Konsult PSG Konsult PSG Konsult PSG Konsult PSG Konsult

National Certificate in Financial Planning: 120 Credits At NQF Level 6

INTRODUCTION

PSG Konsult Academy is proud to provide a friendly training environment for learners towards the National Certificate in Financial at NQF Level 6. We are offering you the full qualification with a minimum of (120 credits) in two study schools on a modular basis which will be easy to complete over a one year period.

With these two focused study schools, we offer a unique learning opportunity to build your confidence and capabilities to work in the field of specialized financial planning, legislation, estate planning, retirement planning and investment transactions. The facilitation is interactive and presented by subject matter experts. We are confident that you will not just obtain the necessary credits but that you will leave the program with a demonstration of competence in a wide range of aspects related to financial planning, which encompass the understanding and execution of Financial Planning practices.

NATIONAL CERTIFICATE IN FINANCIAL PLANNING AT NQF LEVEL 6

This qualification is not Unit Standards based and the aim is to provide learners with a practical understanding of Financial Planning within a broad context. It offers extensive insight into Financial Planning, allows for specialization in different areas. This qualification intends to create access to post-graduate learning. Participants will receive a confirmation of credits certificate from PSG Konsult Academy after the successful completion of each study school.

STUDY SCHOOLS

The tutoring will take place in two study schools and a final portfolio of evidence in each study school. Each study school will be structured as follows:

Study School 1 - Programme in Legislation, Tax and Financial Planning - Scheduled over a period of 6 months, including the assessment Closed Book Summative Assessment (4Hrs

Study School 2 - Programme in Corporate Benefits and Investments - Scheduled over a period of 6 months, including the assessment Closed Book Summative Assessment (4Hrs)

Study School 1 (Programme in Legislation, Tax and Financial Planning)

Subject F/C/E NQF Level Credits Days Training
Apply basic economic principles to the financial services sector. F 5 5 1
Apply knowledge of business insurance to propose a Long-Term financial solution for a business entity. E 6 15 2
Legislation in Financial Planning. C 6 15 1
Tax aspects influencing the Financial Planning sector C 6 25 2
TOTAL Credits 60 6

Study School 2 (Programme in Corporate Benefits and Investments)

Subject F/C/E NQF Level Credits Days Training
Evaluate companies based on their financial statements F 6 15 3
Apply technical knowledge and skill to advise business entities on insurance and group retirement benefits C 6 12 1
Develop a potential wealth preservation solution for an entity E 6 12 1
Apply knowledge and insight of the Medical Scheme environment to evaluate risk in a selected Medical Scheme E 6 6 1
Offer investment advice to clients based on their needs C 6 20 3
TOTAL Credits 65 9
WHY PSG KONSULT ACADEMY?

  • One of the leading organisations and brands in Insurance and Financial management training in the financial services industry

  • Accredited face to face tutoring by distinguished faculty and subject matter experts

  • Well structured model of four focused study schools with individual support
  • Practical and humane assessments that are designed for optimal learning and support

  • Certification by PSG Academy after each study school

  • Full accredited learning provider with INSETA

  • Renowned administration and support

PRICE (including VAT) per student:

  • R 6,160.00 per study school (60 credits)

  • One free summative re-assessment, there after R300.00 per summative assessment paper

  • Formative (workbook) Re-assessment: R300.00 per subject

  • Please refer to the registration form's terms and conditions for all other possible additional costs

In case of a cancellation after Registration a 50% cancellation fee will be applicable.
These prices are valid from 1 December 2009 to 31 October 2010. If you register in 2010, but attend the workshop in 2011, you will be charged on the 2011 price.

CONTACT PERSONS:
Rinette du Plessis Leane Breedt
Tel: 0861 223 774 Tel: 0861 223 774
Fax: 012- 369 2847 Fax: 012- 369 2847
E-Mail: rinette.duplessis@psgkonsult.co.za E-Mail: leane.breedt@psgkonsult.co.za