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.
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
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 the associated assessment criteria:
|After completion of this course, participants will:||Participant will be assessed on the following criteria:|
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.
Mode of delivery:
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.