Short Learning Programme in Applied Wealth Management

Purpose

The purpose of this SLP is to provide finance professionals with specialist knowledge and expertise to further a career in wealth and investment management and will qualify candidates with the ability to advise clients locally and more limitedly on other global jurisdictions. These competencies are, inter alia, in the areas of financial planning, investments, risk, tax, retirement planning, estate planning, high net worth consulting, relationship management, compliance, ethics, business entities and insurance. The SLP is aimed at wealth managers, independent financial advisors (IFA’s), portfolio managers, Certified Financial Planners®, private bankers and certain employees employed in wealth and asset management with an opportunity to acquire an internationally recognised qualification and accreditation.

Admission Requirements

An appropriate and recognised financial qualification at a NQF level 8, or

A NQF level 7 qualification with relevant work experience in the financial services industry will be considered by the Department for those that do not possess an appropriate NQF level 8 qualification, or

Chartered Financial Analyst

Certified Financial Planner designation (CFP®)

Member of Chartered Financial Analyst (CFA): or

Overseas qualifications where the applicant can demonstrate that the number of study hours, the form of assessment and the content (which should have a strong investment related element) are appropriate to prepare them for study at Master’s level.

Selection Process

Selection is based on academic credit.

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