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Financial Services12 weeksOnline · Distance · In-Class
Introduction to Wealth Management
Understand how wealth, savings, investment and retirement planning work in Botswana, and how to guide clients responsibly through financial decisions.
At a glance
- Duration
- 12 weeks
- Study modes
- Online · Distance · In-Class
- From
- P750/month
- Next intake
- November 2026 Intake
- Registration closes
- 6 November 2026
- Assessment
- 30% coursework · 70% exam
- Materials
- Included
What you'll be able to do
Outcomes that matter at work.
For advisers guiding clients on savings, investment and retirement.
- ✓Explain core wealth, savings and investment products
- ✓Understand retirement and long-term financial planning
- ✓Apply regulation and ethics to financial advice
- ✓Support clients through a structured financial-planning process
Course content
Your 12-week journey.
01
Weeks 1–2
Introduction to wealth & financial services
02
Weeks 3–4
Regulation, ethics and professional conduct
03
Weeks 5–6
Savings and investment products
04
Weeks 7–8
Retirement and long-term planning
05
Weeks 9–10
The financial-planning process & client advice
06
Weeks 11–12
Consolidation and final examination preparation
Entry requirements
- •A certified BGCSE certificate or equivalent, showing passes in English and Mathematics
- •A completed Diploma or Degree may be submitted for consideration of an exemption from that requirement
- •An interest in financial services and client advice
Where it can take you
- Wealth or investment adviser
- Retirement planning consultant
- Financial services consultant
- Client relationship manager
Frequently asked
Questions, answered.
Is this a financial-advice licence?
The programme builds foundational competence. Any licensing requirements are set by the relevant regulator. We cover what those requirements involve.
Are study materials included?
Yes. All study materials are included in the programme fee for both study modes.