
The FAIS Fit and Proper regulations have introduced important regulatory examination requirements under the direction and management of the Financial Sector Conduct Authority (FSCA). This includes the requirement of a relevant qualification. This Wealth Management 120 credit qualification is regarded as relevant by the FSCA.
IHRM is now facilitating the programme via Teams Microsoft online meetings. Learners can access the training material via an eLearning platform, and are further supported by WhattsApp groups and email.
IHRM offers the unit standards-based Wealth Management qualification split over two programmes:
- the Risk Skills Programme, and
- the Healthcare Skills Programme.
Scroll down for the details for each of these programmes.
Email us on info@ihrm.co.za should you want to schedule customised in-house training.
Entry criteria for the qualification: Matric certificate
Target Audience: These programmes are targeted towards healthcare brokers, medical scheme fund managers, medical scheme principal officers and trustees, and people working in the medical scheme administration environment.
Cost and training dates: R9 200 VAT exclusive per delegate
Wealth Management Health April 2021 Programme
Online Teams Meetings Facilitation
Time: 08:30 to 15:00
- 07 & 08 April 2021
- 13 April 2021
- 22 & 23 April 2021
OR
Wealth Management Health June 2021 Programme
Online Teams Meetings Facilitation
Time: 08:30 to 15:00
- Thursday 10 June 2021
- Friday 11 June 2021
- Wednesday 23 June 2021
- Thursday 24 June 2021
- Friday 25 June 2021
Wealth Management Risk March 2021 Programme
Online Teams Meetings Facilitation
Time: 08:30 to 15:00
Wednesday 10 March 2021
Thursday 11 March 2021
Thursday 18 March 2021
Friday 19 March 2021
Friday 26 March 2021
OR
Wealth Management Risk June 2021 Programme
Online Teams Meetings Facilitation
Time: 08:30 to 15:00
- 06 and 07 July 2021
- 15 and 16 July 2021
- 22 July 2021
This programme consists of the following unit standards:
Portfolio of evidence completion (assignment) – six weeks for submission
Exam – three hours once a competent portfolio has been achieved
Class of Business Training will be achieved on successful completion for medical scheme brokers
This programme consists of the following unit standards:
Portfolio of evidence completion (assignment) – six weeks for submission
Exam – three hours once a competent portfolio has been achieved
The programmes are demanding and requires learners to commit to many hours of study to make the most of this experience and translating it into success.
This Wealth Management Qualification will be replaced by an Occupational Qualification: Financial Advisor. However the current qualification is still in place.