Investment Management and Personal Financial Planning (Certificate)

Milpark Business School
Cape Town, Durban, Gauteng, South Africa

Course Format: Classroom | E-learning | Virtual Class | Online | On-site | Blended | Self-paced

Course Description:

'' This short course offers an in-depth examination of matters pertaining to investment planning. As an
introduction, an overview of the South African economy is provided. General investment concepts are
addressed and the different avenues of investment are considered in detail.
This short course is suitable for students employed in the wealth management sector.
ADMISSION REQUIREMENTS
A knowledge, comprehension and application of the English language at NQF level 4 (Grade 12 or
equivalent).
CERTIFICATION
On successful completion of the programme, the student will receive the Short Course Certificate in
Investment Management and Personal Financial Planning from Milpark Business School. This short course is
presented at NQF level 6.
EXIT-LEVEL OUTCOMES
On completion of Milpark Business School’s Short Course Certificate in Investment Management and
Personal Financial Planning, the qualifying student should be able to demonstrate an understanding of
the South African economy, its relationship to investment, as well as the different asset classes available.
PROGRAMME OUTLINE
The Economic framework.
Elements of the South African financial system.
Financial Advisory and Intermediary Services.
Investment criteria.
Capital and money markets.
Foreign exchange, exchange control and foreign tax issues.
Derivatives.
Options.
Futures.
Asset allocation. ...''

Phone:021 674 0111

School Address:

Corner Main Road East and Landau Terrace
Mellville Extension 2
PO Box 91714
Auckland Park
2007

4 Derby Place
Derby Downs
University Road
Westville, 3631
PO Box 2248
Westville
3630

2nd Floor Sunclare Building
Cnr Protea and Dreyer Street
Claremont
Postal Address: PO Box 44235
Claremont
7735



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