Welcome to the Universal Training Academy

Your Gateway to a Career in Wealth Management

Our Commitment to Excellence

The Universal Training Academy (UTA) is an INSETA-accredited training provider (INSETA Accreditation Number 130215). Since our establishment in 2010, we have consistently delivered exceptional outcomes through our highly interactive and comprehensive course towards the qualification National Certificate: Wealth Management SAQA* QUALID 57608 – NQF Level 5, representing the required minimum number of 120 credits.

Our goal is to provide individuals with the necessary knowledge, competencies and skills to excel in the financial services and healthcare funding sectors. With our commitment to excellence and industry expertise, we help individuals achieve their career goals in this dynamic industry.

About the Qualification

The National Certificate: Wealth Management SAQA* QUALID 57608 – NQF Level 5 is recognised by the Financial Sector Conduct Authority (FSCA) and provides a framework for learners to develop competencies in various disciplines, including long-term insurance, medical scheme administration, collective investment, and wealth management. Our courses cater to the needs of financial advisors, personal financial planners, call center agents, client service providers, brokers, retirement fund consultants, and others in the industry.

Course Overview

As an INSETA-accredited training provider, our Financial Services Skills Programmes meet the requirements set out in the Medical Schemes Act, Regulation 28(B), FAIS Act, 2003, and Long-Term Insurance Act, 1998. We have developed our Financial Services Skills Programmes to ensure that learners meet the competency requirements of the Financial and Intermediary Services Act (FAIS). Our courses cover various sub-sectors, including Life Benefits, Retirement Funds, Medical Scheme Administration, Collective Investment, Wealth Creation, and Wealth Management.

Learning Avenues

We currently offer two learning avenues towards the qualification National Certificate: Wealth Management, namely:

The Financial Planning Learning Avenue

The Medical Schemes Learning Avenue

Qualified Staff and Personalised Approach

Our team of qualified staff is committed to facilitating, assessing, and moderating learners to achieve their learning goals. We offer a personalised approach and guidance to all our learners, ensuring affordability, flexibility, and additional tutoring to accommodate individual needs.

Our Training Approach

UTA offers high levels of interactive and informative training. We are committed to a personalised and flexible approach to education. Each of our courses guarantees that the learner obtains the accredited course credits in the shortest time possible, reducing hours spent away from work, while ensuring that the learner meets all of the competency requirements.

Ultimately, our objective is to make it as easy as possible for learners to obtain their required credits so that they can focus on achieving their career goals.

Training Programme Fees

Programme fees are payable in advance and levied on a per-learner basis. The programme fees cover all learning materials; facilitation; assessment of portfolios and examinations; feedback to learners; and interaction with learners either personally, telephonically or via email. We offer competitive fees and discounts are available based on the number of learners enrolled.

Download Brochure

Contact Us

Join the Universal Training Academy today and set yourself apart in the competitive world of financial services. Our accredited courses provide a strong foundation, ensuring you meet the necessary competency requirements.

Request a Call Back