
The FAIS Fit and Proper regulations have introduced important regulatory examination requirements under the direction and management of the Financial Sector Conduct Authority (FSCA). This includes the requirement of a relevant qualification. This Wealth Management 120 credit qualification is regarded as relevant by the FSCA.
IHRM is now facilitating the programme via Teams Microsoft online meetings. Learners can access the training material via an eLearning platform, and are further supported by WhattsApp groups and email.
IHRM offers the unit standards Wealth Management qualification split over two programmes:
- the Risk Programme
- the Healthcare Skills Programme
Learners will receive learning material two weeks prior to the start of the programme to assist and support them in their learning journey. In addition learners will be required to complete eLearning programmes in preparation before the commencement of class. Attendance of online classes is compulsory.
Entry certificate: Matric certificate
Email us on info@ihrm.co.za should you want to schedule customised in-house training.
Target Audience: These programmes are targeted towards healthcare brokers, medical scheme fund managers, medical scheme principal officers and trustees, and people working in the medical scheme administration environment.
2023 training dates
Health Skills Programme
Facilitation via Microsoft Teams - 08:30 to 15:00
Dates
09 & 10 February 2023
23 & 24 February 2023
03 March 2023
Cost: R9 870 per delegate (VAT excl)
Risk Skills Programme
Facilitation via Microsoft Teams - 08:30 to 15:00
Dates
15 & 16 February 2023
02 & 03 March 2023
15 March 2023
Cost: R9 870 per delegate (VAT excl)
email irene@ihrm.co.za with any queries
This programme consists of the following unit standards:
Portfolio of evidence completion (assignment) – six weeks for submission
Exam – three hours once a competent portfolio has been achieved
Class of Business Training will be achieved on successful completion for medical scheme brokers
This programme consists of the following unit standards:
Portfolio of evidence completion (assignment) – six weeks for submission
Exam – three hours once a competent portfolio has been achieved
The programmes are demanding and requires learners to commit to many hours of study to make the most of this experience and translating it into success.
This Wealth Management Qualification will be replaced by an Occupational Qualification: Financial Advisor. However the current qualification is still in place.