INSETA Training - Wealth Management & Long Term Insurance

WHY CHOOSE US

Dedicated Educators

We have a combined experience of over 10 years in the financial services and training industry. Our facilitators are highly skilled and provide in depth industry knowledge combined with the passion to see people reaching their highest career potential. 

We are trusted by big brands from banks to insurance companies because we deliver on our promise of excellence. 

First-Rate Course Offerings

Our INSETA accredited course offerings are World class for professionals looking to build careers in the competitive long term insurance and investment industry

Our Mission

We have a duty to groom professionals who will provide ethical and exceptional financial services for South Africans to secure their future, improve their financial literacy skills and bridge the Wealth gap through our INSETA training courses.

COURSES OFFERED

National Certificate: Wealth Management NQF 5

The purpose of the National Certificate: Wealth Management Level 5 is to build the knowledge and skills required by employees in Wealth Management who have achieved a Qualification equivalent to NQF Level 4, preferably in a Financial Services related field, and are ready to study at Level 5. It is intended to empower learners to acquire knowledge, skills, attitudes and values required to operate ethically and responsibly in the highly regulated Financial Services environment and to respond to the challenges posed by the changing nature of the Financial Services Industry. It should add value to the qualifying learner in terms of enrichment of the person, status, licensing and recognition.    


The qualification provides a framework for learners to develop competencies related to the Long Term Insurance Sub-Sector, which includes Life Benefits, Retirement Funds and Medical Scheme Administration, as well as the Collective Investment Sub-Sector,   


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FETC Certificate: Long Term Insurance

The purpose of the Qualification is to build knowledge and skill required by employees in Long-term Insurance industry who have had schooling at or below NQF level 4. It serves as a bridging Qualification into Long-term Insurance as learners will not have acquired the necessary knowledge and skills as part of the school curriculum. 


It is intended to empower learners to acquire knowledge, skills, attitudes and values required to operate confidently as individuals in the South African community and to respond to the challenges of the economic environment and changing world of work in the financial services industry. It should add value to the qualifying learner in terms of enrichment of the person, status and recognition.

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Course Catalog

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Events

Tuesdays

Next Intake

All day

+ Event Details

Tuesdays

Next Intake

You can register anytime, there's always a class you can join every month


Online learners can register anytime and start immediately 

All day

Contact Us

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If you have questions about the opportunities available to you in our programs, feel free to send us a message. We will get back to you as soon as possible.

FIN LITE FINANCIAL EDUCATION

Unit R11, Block 2, 8 Incubation Drive Riversands Incubation Hub Fourways Gauteng 2021

010 900 3064

Hours

Monday - Friday: 8:00am - 17:00pm

Saturday - Sunday: Closed