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Short Learning Programme
Personal Wealth Planning
The focus is on participant’s needs and those of their family in order to achieve their goals. Most important concerns and aspirations, from coordinating investment strategy and managing risk in multiple portfolios and entities worldwide, to aligning family governance structure and estate plan with values and hopes for future generations, to connect people to the investment bankers and capital markets, are addressed.

Purpose of the course:

Participants will be able to manage factors such as planning, saving, spending and making money that influence the ability to create personal wealth. They will develop a personal financial 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:
  • Manage factors like planning, saving, spending and making money that influence the ability to create personal wealth.
  • Develop a personal financial plan that will ensure a financial freedom for the individual.
  • Identify factors that have an effect on personal wealth creation.
  • Develop solutions to personal money management issues that influence personal wealth creation negatively.
  • Develop strategies that will enhance the ability of the individual to build on positive money management aspects; and
  • Develop skills that will ensure financial capacity building to ensure financial freedom.
  • Measure the ability of participants to develop a personal financial 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 become financially independent. It include employer organisations and employees of organisations since we know that employers lose at least two working days per individual who experiences financial difficulty through either being physically or mentally absent. Use of organisation infra-structure to solve personal financial problems is another issue.
Contact us
Telephone number: 
018 285 2825