SAQA 57917:

FETC Wealth Management, Level 4

NQF Level 4 | NLRD ID: 57917

Who will benefit from the programme?

The FETC: Wealth Management is a generic qualification in the management and creation of wealth. It builds the introductory knowledge, skills, attitudes and values required for learners to operate ethically and responsibly as Intermediaries and Administrators. The qualification empowers learners to respond to the challenges of the economic environment and the changing nature of the highly regulated Financial Services industry. It is designed to meet the needs of learners in a variety of positions including Trustees and Principal Officers of Retirement Funds and Medical Schemes and trainee Financial Planners.

Programme Structure

The curriculum is aligned to the Further Education & Training Certificate: Wealth Management NQF Level 4 with a total credit value of 140 credits. The programme consists of Fundamentals (68 credits), Core (58 credits) and Electives (14 credits). This may vary based on the individual or company’s needs.

Admission Requirements

The minimum entry requirements for admission are:

Articulation: Vertical articulation to National Certificate in Short-Term Insurance or Wealth Management at NQF Level 5.

To complete the programme successfully, and be awarded a certificate, learners must be found competent in all aspects of the summative assessment according to requirements listed in the relevant student handbook.


Assessment is both formative and summative and includes:

Occupational Group