OUR QUALIFICATIONS
Building the pathway to your tomorrow.
No matter your background or experience, there’s a place for you on this journey and we’ll walk with you every step of the way.
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.
Higher Occupational Certificate: Business Banking Officer:
NQF Level 5(SAQA ID 121927)
A Business Banking Officer works in financial institutions and manages business portfolios of mainly small enterprises, performing analysis of clients' needs and determining the best options to meet these needs. They partner with clients to determine banking financial solutions that will optimise business performance and mitigate risks responsible for building and maintaining relationships with clients to grow and retain a quality portfolio of business clients. They may also need to negotiate and set terms for loans and other banking solutions and work in small teams, so communication, influencing and collaboration skills are necessary in this position.
A competent candidate shall demonstrate among others the following attributes: honesty, punctuality, initiative, critical analysis, integrity, ethics, professionalism.
Module 1: Introduction to Business Banking
Module 2: Dynamics of Small Enterprise Financing
Module 3: Identify and Analyse the Financial Service needs of Business Clients
Module 4: Build Appropriate Partnership Relationships with Business Clients
Module 5: Close Deals with Business Clients in the Financial Sector
Total credits: 146
Occupational Certificate: Business Banking Practitioner: NQF Level 6
(SAQA ID 120117)
The purpose of this qualification is to prepare a learner to function as a Business Banking Practitioner. A Business Banking Practitioner works in financial institutions to help their clients manage their finances in the most successful way possible, by facilitating processes that enable them to navigate the numerous services, procedures, and products available, including stocks, bonds, loans, real estate, trade credits, insurance policies and more. They perform analysis of the clients' financial services needs and determine the best options to meet these needs.
A competent learner shall demonstrate among others the following attributes: honesty, punctuality, initiative, critical analysis, integrity, ethics, professionalism.
Module 1: Dynamics of medium enterprise financing
Module 2: Identify and analyse the financial service needs of business clients
Module 3: Build appropriate partnership relationships with business clients and close deals with business clients in the financial sector
Module 4: Interpret medium enterprise financial services needs and match them with service offerings/products
Module 5: Processes Related to Determining Medium Enterprise Client Needs and Matching them with Appropriate Financial Solutions/Products
Module 6: Processes of Growing and Maintaining a Portfolio of Medium Enterprise Clients
Total credits: 202
Advanced Occupational Diploma: Business Banker:
NQF Level 7(SAQA ID 121911)
A Business Banker works in financial institutions and manages the business portfolios of a range of business clients. They perform an analysis of client needs and determine the best options to meet these needs. The Business Banker partners with clients to determine the banking (financial) solutions that will optimise business performance and mitigate risks. Business Bankers work in small teams, so communication, influencing and collaboration skills are necessary for this position.
A competent learner shall demonstrate among others the following attributes: honesty, punctuality, initiative, critical analysis, integrity, ethics, and professionalism.
Module 1: Interpret Medium Enterprise Financial Services Needs and Match them with Appropriate Service Offerings
Module 2: Analyse the Financial Performance of a Range of Businesses
Module 3: Interpret Large Enterprise Financial Services Needs in Terms of the Short, Medium- and Long-term Business Strategies and Match these Needs with Sustainable Financial Services Solutions
Module 4: Processes Related to Determining Medium Enterprise Client Needs and Matching them with Appropriate Financial Solutions/Products
Module 5: Processes Related to the Identifying of Financial Services Needs for Corporate/Large Enterprise Clients and Matching these Needs to Appropriate Financial Services Solutions
Module 6: Processes Related to the Growing and Managing of a Portfolio of quality Large Enterprise/Corporate Clients
Module 7: Processes Related to the Managing of the Risks Associated with Large Enterprise/Corporate Clients
Total credits: 592
National Certificate Wealth Management: NQF Level 5
(SAQA ID 57608)
A Qualification in Wealth Management provides a framework for learners to develop competencies related to the Long-Term Insurance Sub-Sector, which includes Life benefits, retirement funds, and medical scheme administration, as well as the Collective investment sub-Sector, wealth creation, and wealth management.
The National Certificate: Wealth Management is a building block for learners who wish to follow a career path in Financial Services within the Long-Term Insurance and Investment arena. The skills, knowledge, values, and attitudes reflected in the Qualification are building blocks that can be developed further at Level 6.
Module 1: Financial Risk Management
Module 2: Asset classes
Module 3: Principles of ethics in financial services
Module 4: Fundamentals of Economics
Module 5: Regulatory and Compliance requirements in Financial Services including the FAIS Act
Specialisation Options
Module: Money laundering
Module: Trends in investment portfolio management
Module: Taxation implications of investment vehicles
Total credits: 120
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