NC: Financial Markets and Instruments (NQF 6)

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Bank SETA, Certificates, Finance, NQF 6, Vocational Qualifications

R25,000.00

National Certificate in Financial Markets and Instruments (NQF6)

The National Certificate in Financial Markets and Instruments is registered on NQF level 6. It is quality assured and awarded by BANKSETA. Chartall Business College is a BANKSETA accredited provider for this national certificate, which is intended for:

Financial Advisors.
Financial Administrators.
Portfolio Managers.
Financial Analysts.
Compliance officers.
Brokers and relationship managers in the banking environment.
Risk Assessors/Managers.
Treasurers
Financial Traders.
Corporate financiers.
Structured financiers.

The qualification is structured in such a way that it exposes learners to different kinds of investments with a view to enabling them to make an informed recommendation involving financial investments, funding requirements and economic interaction.

The achievement of this qualification enables the learner to utilise specialised financial instruments such as futures, options and other derivatives for trading, funding, and investments. Investments could be in an individual capacity or in the corporate environment. It will enable the learner to understand and apply risk measures in the market.

This qualification is specifically for those employees who have extensive experience in the financial services environment.

The National Certificate in Financial Markets and Instruments is intended for those who:

Have attained a National Certificate: Banking Services Advice NQF Level 5 and wish to continue on a path of life-long learning specialising in Financial Markets.
Have attained a National Certificate: Financial Services: Wealth Management NQF Level 5 and wish to continue on a path of life-long learning specialising in Financial Markets.
Have worked in the sub-sectors of the Financial Services industry for many years but have no formal Qualifications in their area of specialisation.
Want to extend their range of skills and knowledge of the industry so that they can become knowledgeable workers in the industry.
Require a Level 6 Qualification for licensing purposes with the Financial Services Conduct Authority (FSCA)

It is assumed that learners are competent in the following:

Mathematical literacy at NQF level 5.
Communication literacy at NQF level 4.
Economic competency at NQF level 5.

Learners who select the RPL option for this qualification will complete their RPL assessment electronically, will need a PC or tablet with sufficient internet connectivity to download videos, readings and upload the assessments.

FREQUENTLY ASKED QUESTIONS		COMMENTS
Is this accredited?		SAQA ID: 50481 Credits: 120 Accrediting body: BANK SETA
Is this Unit Standard aligned?		All full qualifications are composed of unit standards. All unit standards in this qualification are recognised by Services SETA.
Do I write tests/exams?		This qualification is assessed through assessments that comprise of a Portfolio of Evidence per skills programme and/or unit standard as well as written tests/exams.
Must I submit a Portfolio of Evidence?		This qualification is assessed through assessments that comprise of a Portfolio of Evidence per skills programme and/or unit standard as well as written tests/exams.
Can I earn exemptions?		Exemptions are governed by the BANKSETA’s policies. At this stage, the only exemptions granted are for existing unit standards already achieved.
Is it available via RPL?		This qualification can be completed via Recognition of Prior Learning (RPL). Additional requirements must be adhered to, to qualify for RPL.
Do I need to be employed to enrol?		Learners should also ideally be employed in the sub-sectors of the Financial Services industry.
Is this a fully online course?		Yes, the course is fully online. The course material is a combination of e-learning, resources, and pre-recorded e-lectures.
Do you offer a blended learning option?		Yes, we offer a blended learning approach. This is available as part of our corporate training and development solutions
Do I need the internet access for this course?		Yes, you do need internet access. A PC or tablet with sufficient connectivity to download learning materials and view videos.
Duration		40 Weeks
Skills level		NQF level 6

Course Features

Lectures 13
Quizzes 0
Duration 40 weeks
Skill level All levels
Language English
Students 3
Assessments Yes

SKILLS PROGRAMME 1- BASICS OF FINANCIAL MARKETS3
This programme has been clustered into four skills programmes. Learners are expected to complete all fundamental and core unit standards and must select elective unit standards to the minimum value of 27 credits. We strongly recommend that the first elective unit standard (117773) in skills programme 1 be completed and then this will take care of the elective requirement.
3
SKILLS PROGRAMME 2 - BASICS OF ECONOMICS 2
2
- Lecture2.1
  Unit Standard 14517 – Apply basic economic principles to the financial services sector
- Lecture2.2
  Unit Standard 12892 – Demonstrate an understanding of the use of micro- and macro-economic indicators as forecasting and planning tools within the financial markets
SKILLS PROGRAMME 3 - APPLICATION OF FINANCIAL MARKET PRINCIPLES IN THE BANKING ENVIRONMENT5
5
SKILLS PROGRAMME 4 - FINANCIAL CALCULATIONS & ANALYSIS 3
3

Anne Swart

Anne has 33 years’ experience in the Financial Services Environment of which 18 years were spent in the operational and financial advisory space within one of South Africa’s largest insurers. The remaining 16 years’ have been spent in the learning and development field primarily up skilling financial advisors, managers and educational practitioners in South Africa, Botswana and Nigeria.
She has various qualifications in Financial Planning, Management and Education. She has also successfully written and passed both regulatory exams for Representatives and Key Individuals.

Karin Vink

Karin holds a B Com (General) Degree from the University of Pretoria, an Advanced Diploma in Insurance from the IISA as well as a B Com Honours Degree (Business Management) from UNISA. During June 1999 she was awarded the 1998 Advanced Diploma Subject Prize for the most meritorious paper submitted in the 1998 Advance Diploma examinations and in November 2000 she received the ABSA prize for the best Fellowship candidate in the Northern Gauteng region. She is also qualified as an assessor, moderator, verifier, SDF and completed an in-house leadership development programme. She worked in the short-term insurance industry for many years fulfilling various positions in different organisations. During this period, she became involved in training within the sector, which started with CoP training, regulatory, as well as product and policy wording training. As an independent training consultant, she contracted to various training providers that offered skills programmes and learnerships, as well as UNISA and private universities such as IMM and Varsity College. Her experience includes insurance related qualifications, business modules such as business management, marketing and risk management as well as numerical modules such as financial management and business statistics. During October 2020 she was selected to present an abstract at the IIEVC eSymposium titled: The application of “learning by doing” in the online classroom for 2nd year financial management students. Karin’s teaching philosophy is “to make a difference”. One should always bear in mind that each student in your class is unique, bringing their own educational history to the experience. Furthermore, understanding the individual profile of each student is key to success. She believes that as a lecturer one has a responsibility in how you make a difference. Always consider what you say to a student as well as how you say it. If you want to make a difference, it should be a positive and life changing one.

Sonja Trautman

Sonja Trautman has been in a Learning & Development Specialist role since 2004 and worked for many years within the Long- and Short-Term Insurance environment, with creative ideas when it comes to product application and leadership strategies. She has a solid history of occupationally directed education, training and development practices, and the unique ability to get people involved and motivated on many levels. Motivator, out of the box thinker, inspirational with strong supporting skills combined with the ability to coordinate the efforts of many to meet organisational as well as personal goals.