The purpose of this qualification is to prepare a learner to operate as a Financial Advisor. A Financial Advisor analyses the financial needs of clients and facilitates processes to implement solutions that will contribute towards the protection and growth of wealth for clients.
DurationThe purpose of this qualification is to prepare a learner to operate as a Financial Advisor. A Financial Advisor analyses the financial needs of clients and facilitates processes to implement solutions that will contribute towards the protection and growth of wealth for clients.
A qualified learner will be able to:
Felix Risk Training Consultants provides training on specialized training initiatives and Learnership training and are fully accredited with BANKSETA and the Institute of Risk Management South Africa (IRMSA).
We are a private institute which provides training services that are of a high-quality standard and which meet the needs and expectations of our clients, thereby opening opportunities for mutual growth and prosperity of all stakeholders.
It is with great pleasure that Foundation for Professional Development (FPD) and Golden Key International Honorary Society (GKIHS) invites you, a select group of GKIHS members, to participate in this Financial Management course. Â
Enhanced standard operating course is offered by The CharterQuest Institute. Leaders In Professional Accounting, Treasury & Finance Education. The CharterQuest Institute is based in Johannesburg, South Africa.
Financial Management Skills course is offered by Integrated Corporate Skills Solutions. Our Training and Development unit focuses on offering human resource skills training and development interventions in Strategic, Tactical, Operational, HR and Compliance areas.
The core fundamentals of framework and purpose of financial management; understanding financial statements; analysis of financial statements for decision making; time value of money; risk and return relationships; business valuation; short-term planning and current asset management.
This is an accredited Finance course, aligned to cover the outcomes of unit standard 252040 - Manage the finances of a unit, at NQF level 5 for 8 credits.
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