This Learnership leads to a nationally recognised NC: Wealth Management NQF Level 5 qualification which consists of structured learning components combined with practical/workplace experience in the Financial Services industry.
Areas of responsibility may include but not limited to
Wealth Management: Life benefits, retirement funds, funeral policies, client servicing, claims, pre-sale underwriting and new business
Requirements:
Grade 12 with:
Advantageous: an incomplete tertiary (financial) qualificationwill abe an advantage
Additional Requirements:
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