The course will provide learners with enough knowledge to be familiar with an investor’s risk analysis, the various investment instruments available and the selection of an appropriate investment solution for the client.
DurationLearners will gain sufficient knowledge and understanding of investments to advise on suitable investment solutions for clients.
The course will provide learners with enough knowledge to be familiar with an investor’s risk analysis, the various investment instruments available and the selection of an appropriate investment solution for the client.
Learning Objectives:
At the end of this course, the learner will have core knowledge of the following:
The Institute of Bankers in SA is the sole professional body for Bankers and Financial Services Professionals in the Financial sector recognised by the South African Qualifications Authority (SAQA).
A Professional Body is an organisation with individual members practicing a profession or occupation in which the organisation maintains an oversight of the knowledge, skills, conduct and practice of that profession or occupation.
A professional association seeks to further a particular profession, the interests of individuals engaged in that profession and the public interest.
This NQF Level 4 course is a holistic introduction to wealth management and wealth creation, including long-term insurance (such as retirement funds, funeral policies and medical schemes), short-term insurance and collective investments.
Government Asset Management course is offered by Burem Training and Business Consultancy Private Limited. Burem Training and Consulting is a world-class training and consulting institution, helping private businesses and major organizations turn potential into high performance.
Wealth Management course is offered by The CharterQuest Institute. Leaders In Professional Accounting, Treasury & Finance Education. The CharterQuest Institute is based in Johannesburg, South Africa
Remain abreast of the latest trends with a holistic view of asset management. This course provides an overview of the discipline of asset management and a framework for understanding the various subjects covered in the GFMAM’s Asset Management Landscape.
Investment Analysis and Evaluation course is offered by Africa Empowerment Training Institute. Africa Empowerment Training Institute (AETI) is an international training, skills development and consultancy institution that was established to empower organizations in Africa.
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