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Short Learning Programme
how to Manage your Investments
Individual investors now have unprecedented access to investment information and markets. Detailed security statistics and real-time news are easy to obtain online, which has leveled the informational playing field between Wall Street and Main Street. But although individual investors are constantly encouraged to "do it themselves," can they can manage their own investments as well as the professionals and without the assistance of paid advisors? More importantly, should individual investors go it alone? These are challenging questions that require honest self-evaluation to answer. This programme takes a look at how an investor can tackle this subject and help them choose an individualised opinion on the matter.

Purpose of the course:

The purpose of the course is to assist participants in making informed decisions based on underlying principles in managing their investments and provide them with the ability to develop a personal investment plan that will ensure financial freedom for the individual.

Admission requirements:

Admission requirements: 
Sufficient work experience (5 or more years) and ability to read or write.
Learning assumed to be in place: 
National Senior Certificate or an equivalent NQF Level 4 qualification.

Course outcomes and assessment criteria :

Course outcomes and the associated assessment criteria: 

Study Unit


Assessment Criteria

  After completion of this course, participants will: Participant will be assessed on the following criteria:
  • Participants should be able to make informed decisions based on underlying principles in managing their investments.
  • Identify factors that have an effect on investment decision making.
  • Demonstrate how the underlying principles of investment decision making influence the wealth creation process.
  • Develop strategies that will enhance financial returns from investments. 


  • Participants should have the ability to develop a personal investment plan that will ensure a financial freedom for the individual.
  • Measure the ability of participants to develop an investment plan. 


To pass the programme, a minimum pass rate of 50% needs to be achieved.
Method of assessment: 
Attendants will have to perform class exercises, questionnaires, and personal assessment exercises.

Additional information

Mode of delivery: 
Target group: 
Individuals young and old who have the need to develop an investment plan that will ensure financial independence. It includes employer organisation and employees of organisations since it is in the interest of organisations to have employees that live as financially independent people. The latter because we know that financial independence improves focus and release energy within individuals.
Contact us
Telephone number: 
018 285 2325