1. de Vries Management & Training Services
[INSETA Accreditation no: 130210] [cc 2009/173413/23]
20 Margaret Street, Gaylee, Blackheath, 7580 Telno. 021 905 6360 Faxno: 021 905 6360 ;
Email: roydevries@telkomsa.net
Certificate of Credits
QUALIFICATION: WEALTH MANAGEMENT N Q F Level: 4
NLRD no: 57917 SKILLS PROGRAMME: 1
This is to certify that
ZAYLIN STEPHEN JEGELS
ID no: 8606135082085
Completed the following unit standards towards her full qualification in Wealth Management Level 4
UNIT
STANDARD
ID
UNIT STANDARD TITLE
NQF
LEVEL
CREDITS
243144
Explain the structure of the financial services industry in South Africa
3 4
242655
Demonstrate knowledge and application of ethical conduct in a business
environment 4 4
242593
Explain S A money laundering legislation and the implications for
accountable institutions in transacting with clients 4 3
117132 Explain basic economics 3 3
243142 Explain Capital Markets and Capital Market Instruments 4 2
243148 Explain Equity Markets and equity market instruments 4 2
243154 Explain money markets and money market instruments 4 2
114960 Investigate the need to provide financially for own retirement 3 3
114970 Manage risk in own life 3 3
243153 Explain basic investment principles 4 4
TOTAL CREDITS: 30
Roy de Vries
CEO [de Vries Management & Training Services]
Date: December 2015
PLEASE NOTE: These results are still subjected to Moderation and Verification by INSETA