OUR QUALIFICATIONS
Building the pathway to your tomorrow.
Our programmes use the active-learning methodology—anchoring your learning in a work-based approach that is relevant to your future career.
Including case studies, simulations and practical application exercises, we help hone your judgement and ability to make decisions, as well as develop your problem-solving and critical thinking abilities.
Further Education and Training Certificate in Banking: NQF Level 4
(SAQA ID 20185)
This is our entry level programme to get you started in financial services. Providing you with the foundation for an education in the financial sector, if you haven’t completed your matric this is an ideal starting point.
Module 1: Mathematics and Accounting
Module 2: Workplace Communication Skills
Module 3: Customer Service
Module 4: Compliance in Financial Services
Module 5: Finance & Investment
Total credits: 132
National Certificate General Management: NQF Level 5
(SAQA ID 59201)
This programme develops the key skills and competencies you need to lead in the role of first-line manager. Endorsed by the FSCA as a FAIS-relevant qualification, this National Certificate is ideal for future managers in the financial services space.
Module 1: Leadership
Module 2: People Management
Module 3: Financial Management
Module 4: Results-Based Management
Module 5: Customer Management
Total credits: 167
National Certificate in Financial Markets and Instruments: NQF Level 6 (SAQA ID 50481)
This qualification provides the foundation for working in the ever-changing fintech sector by building the core knowledge required by the industry, from Complex Problem-Solving and Service Orientation to Negotiation Skills and Creativity.
This qualification includes a focus on creating optimised customer experiences using big data and artificial intelligence. Obtain full credit for your National Certificate in FMI and convert it into a diploma.
Module 6: Introduction to Economics
Total credits: 164
National Diploma in Financial Markets and Instruments: NQF Level 6 (SAQA ID 24314)
This qualification allows you to operate within the dynamic fintech sector by developing key skills including Critical Thinking, Cognitive Flexibility, Emotional Intelligence (EQ), Service Orientation and more.
This qualification includes a focus on creating optimised customer experiences using big data and artificial intelligence.
Module 1: Ethics & Compliance
Module 2: Big Data
Module 3: Customer Experience & Management
Module 4: Economics
Module 5: Risk Management In Fintech Environments
Total credits: 172
Occupational Certificate, Compliance Officer: NQF Level 6
(SAQA ID 91671)
Learners achieving this qualification are eligible to become registered Compliance Practitioners. With a focus on practical modules and workplace experience, once completed, students are eligible to write the Board Exam for Compliance Professionals.
Compliance Practitioners can move into related fields such as Risk Management, Internal Audit and other specific assurance functions including occupational health and safety.
Module 1: Enterprise Risk Management
Module 2: Compliance Principles
Module 3: Compliance Practice
Module 4: Change Management
Module 5: Project Management
Module 6: Generic Management Principles
Total credits: 240
Occupational Certificate, Organisational Risk Practitioner: NQF Level 6 (SAQA ID 94222)
With this qualification, students are eligible to register as Risk Practitioners. With much of this course incorporating in-depth practical and workplace experience, learners are prepared to rise among the ranks in their chosen sector.
Risk Practitioners have the scope and skills to shift to the related fields of Risk Management, Internal Audit, other assurance functions and can operate in a broad range of sectors.
Module 1: Introduction to Risk Management
Module 2: Risk Management Framework: Strategy & Policy
Module 3: Risk Management Framework: Processes
Module 4: Risk Management Enablers
Total credits: 125
Occupational Certificate, Financial Markets Practitioner: NQF Level 7
(SAQA ID 117238)
This Occupational Certificate qualification provides you with all of the knowledge—as well as practical and workplace experience—to flourish in the fast-changing fintech environment.
This qualification includes a focus on creating optimised customer experiences using big data and artificial intelligence.
Module 1: Introduction to Financial Markets
Module 2: Basic Economics
Module 3: Regulation of Financial Markets
Module 4: Client Service & Investment Advice
Module 5: Trading
Module 6: Settlement of Financial Markets Transactions
Module 7: Corporate Actions
Module 8: Investment Vehicles
Module 9: Asset Classes
Total credits: 180
Occupational Certificate, Financial Advisor: NQF Level 6 (SAQA ID 105026)
This comprehensive qualification equips you with the advanced knowledge, skills and practical experience to advise clients on financial planning, investments, insurance, retirement and employee benefits. It is designed for professionals aiming to offer holistic, compliant and client-focused financial advice.
Module 1: Overview of the Investment Advisory Industry
Module 2: Regulatory Requirements for Insurance and Investment Advice
Module 3: Health Care Benefits Advisory Services
Module 4: Employee and Pension Fund Benefits Advisory
Module 5: Fundamentals of Investments
Module 6: Insurance, Savings and Retirement Planning
Module 7: Investment Advisory Principles
Total credits: 515
Occupational Certificate: Investment Advisor: NQF Level 6
(SAQA ID 105021)
Specialising in investments, this qualification provides you with the expertise to research, evaluate and recommend investment opportunities. It includes regulatory compliance and equips you to provide informed, ethical investment advice to individuals and organisations.
Module 1: Overview of the Investment Advisory Industry
Module 2: Regulatory Requirements for Insurance and Investment Advice
Module 3: Fundamentals of Investments
Module 4: Investment Advisory Principles
Total credits: 213
Occupational Certificate: Health Care Benefits Advisor: NQF Level 5 (SAQA ID 105030)
This qualification prepares you to advise clients on health care benefits, including structuring and implementing health benefit programmes. It covers industry knowledge, compliance and client needs analysis, enabling you to support organisations and individuals in optimising health cover.
Module 1: Overview of the Investment Advisory Industry
Module 2: Regulatory Requirements for Insurance and Investment Advice
Module 3: Health Care Benefits Advisory Services
Total credits: 102
Occupational Certificate: Long Term Insurance Advisor
NQF Level 5 (SAQA ID 105022)
This programme equips you to advise on long-term insurance, savings and retirement planning. You will learn how to analyse client needs, evaluate insurance options and implement tailored solutions for long-term wealth protection.
Module 1: Overview of the Investment Advisory Industry
Module 2: Regulatory Requirements for Insurance and Investment Advice
Module 3: Insurance, Savings and Retirement Planning Principles
Total credits: 180
Occupational Certificate: Employee and Pension Fund Benefit Advisor
NQF Level 5 (SAQA ID 105025)
Designed for those advising on employee benefits and pension funds, this qualification teaches you to assess organisational needs, evaluate benefit structures and advise on optimal retirement and benefit plans.
Module 1: Overview of the Investment Advisory Industry
Module 2: Regulatory Requirements for Insurance and Investment Advice
Module 3: Employee and Pension Fund Benefits Advisory Principles
Total credits: 110
Occupational Certificate: Organisational Risk Manager
NQF Level 8 (SAQA ID 97387)
A strategic qualification for leaders in governance and compliance, this programme equips you to design, implement and oversee enterprise-wide risk management frameworks. It combines governance, legislative and business management knowledge with practical tools for risk evaluation and improvement.
Module 1: Defining and Understanding the Business Context
Module 2: Principles and Theories of Governance
Module 3: Legislative and Regulatory Framework for Risk Management
Module 4: Theory of Risk Management
Module 5: Developing a Risk Management Framework
Module 6: Implementing Risk Management
Module 7: Reviewing and Improving Risk Management
Module 8: Business Management Applied in Risk Management
Total credits: 265