National Certificate: Financial Services

The purpose of the Qualification is to build the knowledge and skills required by multi-skilled employees in administrative and sales positions in the industry and learners in learnerships as part of the implementation of the Financial Services Charter. It is intended to empower learners to acquire knowledge, skills, attitudes and values required to operate confidently as workers in the South African Financial Services Community and to respond to the challenges specific to the Financial Services environment and the changing world of work in the industry. It will open career opportunities for learners in more specialised positions in the different sub sectors at Level 4. It will be useful for:
General Administration Clerks.
Claims Clerks
Administrators
Internal Brokers
Pension Fund, Retirement Fund, Medical Scheme and Employee Benefits Administration Clerks.
Administrators in a Collective Investment Scheme Manager
Client Service Clerks
Financial Services Call Centre Agents
Human Resources Personnel
Account clerks - Debtors, Creditors, Premium Collection, General Ledger and Third Party Claims Clerks
Company representatives (Category B)
Intermediaries (Category B)
Learners in learnerships, particularly 18.2 category learners (Unemployed Learners)
Case Management Clerks
First time administrative Personnel in the financial Services Sector.