Learnership / Full Qualification details:

Transcription

1 Learnership / Full Qualification details: Financial Markets & Instruments Learnership + CFA Preparation NQF: Level 6 Credits: 120 FMI Learnership SAQA ID: 02Q FMI Accredited Institution: Bank Seta Approved Prep Provider: CFA Independent Exam: CFA Institute Exam

2 CFA Preparation & Learnership Programme: With the low CFA global pass rate Novia One Group have created a Solution structured with both the employer and CFA Candidate in mind. We have structured our CFA Exam Preparation classes as a NQF 6 Learnership and accredited qualification to enable candidates to benefit from a full qualification should they not pass their difficult CFA Exam. Administered by CFA Institute, the Chartered Financial Analyst (CFA) Program is a graduatelevel programme for investment specialists. Established in 1962, the CFA Programme sets the global standard for investment knowledge, standards and ethics. Earning the credential can serve as a passport to entry or advancement within the investment profession around the world. The designation tells clients, employers, and colleagues that the charter holder has mastered a rigorous curriculum covering a broad range of investment topics and that he or she is committed to the highest ethical standards in the profession. Novia One Group (Incorporating Hedge Fund Academy) is an accredited Level 1 BEE specialist financial markets training provider and an approved participant in the CFA Institute s Prep Provider Guidelines Programme. Structured Solution Financial Markets and Instruments NQF 6 Orientation Session 91 hours of CFA Level 1 Exam Preparation Classes Access to our Online Mock Exam Question Bank (over 1400 questions) & telephone support from facilitator Essential Study Pack for CFA Level 1 All Financial Markets and Instruments NQF 6 Material 3 full days of FMI support classes FMI Exam (+ 1 rewrite if required) Assessment and Moderation of FMI POE s On Completion of this Qualification Candidates that Pass their CFA Exam will receive both their: o CFA & Financial Markets Certificate NQF Level 6 Certification Candidates that fail their CFA Exam will however still be eligible to receive their Financial Markets Certificate NQF Level 6 Certification: Qualification: National Certificate in Financial Markets & Instruments Unit Standard: NQF: Level 6 Credits: 120 Learnership Number: 02Q FAIS recognised qualification Accredited Seta: Bankseta

3 Assessment information: A workbook covering each chapter must be produced by individual learners An integrated summative assessment which will cover all the material for the 3 modules based on several assignments and case studies to be completed A mentor logbook to show relevant mentoring interventions over a 12 month period A multiple choice exam must be passed for each module, with at least a 50% pass rate A workplace logbook to show relevant work experience gained over a 12 month period `Contact: Marietjie on or marketing@hedgefundacdemy.co.za to find out about: Sponsoring an Unemployed Learner Our Structured Learnerships

4 Learnership Benefits to Companies: BEE Scorecard & Structuring With the introduction of the amended BEE codes, skills development has become even more important under the codes. Through this program Novia One (Incorporating Hedge Fund Academy) would be able to optimise the employers spend on learnerships to provide maximum points towards the scorecard by proving a structured solution. As a Level 1, 100% black female owned QSE, a key focus for the Novia One team is to consult with all clients on the optimisation of their scorecard and have the ability to positively impact areas such as skills development, enterprise development, supplier development and procurement. As a BEE Level 1 provider, Novia One would also add to the following categories for any spend for all companies scorecards NQF Level 6 Qualification Rebates Maximised BEE scorecard Recognised qualification and training program Techincially skilled employees and talent pool Recognised as an accredited learnership Compliance with transformation targets SARS reclaim (currently R80k per year, but subject to tax legislation) SETA reclaim (Seta specific rules for learnerships) Procurement Supplier & Enterprise Development Skills Development 100% Black Owned 100% Black Female owned QSE

5 Programme Outline: Example of the flow of programme topic structure Orientation Ethical and Professional Standards Quantitative Methods Q & A / Revision 1/6 Economics Q & A / Revision 2/6 Financial Reporting and Analysis (2 x 3.5h sessions) Financial Reporting and Analysis Financial Reporting and Analysis Financial Reporting and Analysis Q & A / Revision 3/6 Corporate Finance (2 x 3.5h sessions) Equity Investments Q & A / Revision 4/6 Fixed Income (2 x 3.5h sessions) Derivatives Q & A / Revision 5/6 Portfolio Management / Alternative Investments Q & A / Revision 6/6 Open Session Access to Online Mock Exams (we have a question bank of over 1400 questions) CFA EXAM (Candidates to register and write independently) Financial Markets and Instruments Sessions Portfolio of Evidence Assistance POE Submission & Financial Markets and Instruments Exam *Program may be changed at the discretion of Novia One / HFA to accommodate enhancements. Novia One Group reserves the rights to change the scheduled dates and will notify all attendees accordingly.

6 Why Novia One: Novia One (Incorporating Hedge Fund Academy) is a market leading financial markets training provider. An accredited provider with Bankseta, Fasset, Services Seta and a Level 1 BEE provider. We are also an approved provider of CFA exam preparation programs and act as a regulatory advisor to the FSB, National Treasury and SARB. We have also used this qualification as a vehicle for Unemployed South African Graduates in a NQF6 Work Readiness and Bridging into Employment Programme as mentioned in the Fasset reference letter below. We have been fortunate in the past to receive funding from Fasset and our corporate clients and we would love to share the benefits with you if you wish to get involved with this transformational objective. FACT We have put over 300 Unemployed Graduates through this Transformational Programme to date and have placed 80% of those into employment

7 Client Feedback: Below are just a couple of feedback pieces; showcasing the client relationships with our Novia One brand and service level satisfaction. Novia One has incorporated Hedge Fund Academy in a recent re-brand. Our business growth from the original Hedge Fund Focused Training Provider was the reason for a new transforming name to suite our much broader service offering. Public Investment Corporation (PIC): Chris Pholowane, Executive Head in Human Resources & Martha Tshimole, HR Learning & Development Practitioner "The PIC has been working with HFA on the Financial Markets Learnership & CFA Exam Preperation classes. The services received from HFA has been satisfying throughout from the beginning to date. They are professional, customer centric and good at maintaining relationships. It is always a pleasure working with them as a provider" Automated Outsourcing Services (AOS): Aimee McNamara, Head Human Resources "In addition to the formal learnership programme, HFA offers a number of other services, all with the intention of assisting organisations in terms of true transformation initiatives. I would highly recommend HFA to any business wishing to develop quality skill within their organisation and the industry at large" Absa, Shameen Ramadene, Vice President Barclays Africa CIB Learnership Manager "HFA is a service provider with a proven track record, with competent lecturers with academic qualifications as well as practical and relevant industry experience. We can safely say that we were more than happy with their product as well as the way it was delivered. We measured their delivery - I can state with confidence that the response were overwhelmingly positive. We have decided to retain their services in 2017 to deliver the same excellent product to a new batch of Barclays Africa Employees."

8 Next Step: Novia One would like an opportunity to discuss your learnership, qualification and BEE Score Card needs with you. We are confident that we can partner with you in delivering an effective solution and programmes by using our unique approach at creating a sustainable framework for all stakeholders. We are excited to engage with you on these essential projects and we are confident in our expertise and ability to successfully deliver to your requirements. We look forward to working with you and supporting your efforts and initiatives. Please give me a call on to discuss the next steps or any suggestions around our offerings. Yours sincerely, Marietjie Roithmayr Tel: marketing@noviaone.com