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1 Learnership / Full Qualification details: Unit Standard: NQF: Level 5 Credits: 129 Learnership Number: 02Q FAIS recognised qualification Accredited Seta: Bankseta

2 National Certificate In Banking Programme: The National Certificate in banking qualification was designed for banking professionals who are new to banking or have been in banking for a number of years and would like to acquire a more holistic view of banking and the financial markets industry. Novia One (Incorporating Hedge Fund Academy) is currently a provider of specialist technical programmes to a number of the Banks and other financial institutions and the South African regulators such as the FSB, SARB and National Treasury. This programme can be attended as a stand-alone programme or as a Learnership. Entry Level Requirments For NQF level 5 matric pre-requisites with both: English (pass) and Maths (pass) are required Qualification details: National Certificate in Banking NQF Level 5 Qualification: National Certificate in Banking Unit Standard: NQF: Level 5 Credits: 129 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 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 5 Qualification Rebates Maximised BEE scorecard Recognised qualification and training program SARS Learnership Tax Benefit(currently R80k per year, but subject to Tax legislation) Procurement Supplier & Enterprise Development Techincially skilled employees and talent pool SARS Empoyement Tax Incentive(ETI) (Youth Wage Subsidy) Skills Development 100% Black Owned Recognised as an accredited learnership Compliance with transformation targets SETA reclaim (Seta specific rules for learnerships) 100% Black Female owned QSE

5 Programme Outline: Module 1: Regulatory and Financial Markets Framework (Day 1 2) Chapter 1: Chapter Financial Markets: Legislation & Regulations Chapter 2: Structure of Financial Markets - Acts and regulations - Objectives of acts and regulations - International regulations - The future of legislation Topics - Economics - Market Environments - Business Cycle - Economic Growth - Foreign Exchange Rate Systems - Functioning of Financial Markets - Types of Orders - Services provided by the Investment Industry - Financial Intermediaries - Investment Instruments Module 2: The Banking Industry and its Clients (Day 3-6) Chapter 1: Chapter Banking Industry & Financial Markets Chapter 2: Financial statement analysis Chapter 3: Customer Relations Topics - Financial system simplified - Participants in the financial system - Benefits of the investment industry - Rationale of banks - Traditional retail banking - Retail lending - Credit risk - Islamic banking - Banking & treasury management - Forces affecting the investment industry - Product innovation - Globalization - Participants in the investment industry - Colour Accounting - Financial statement standards - Financial statements - Ratio analysis - The future of banking - Marketing - Behavioural finance - Identifying potential clients and opportunities - Client interface - Client database

6 Chapter 4 Marketing and sales management Chapter 5 Selling skills - Evolution of marketing - Marketing process - Marketing environment - Social issues in marketing - Importance of selling - Steps in the selling process - Prospecting - Pre-approach - Survey customer needs - Overcoming objections - Closing sales - After-sales follow-up - Contract of sale - The sales organisation Module 3: Investment Products (Day 7) Chapter Chapter 1: Investment Management Chapter 2: Investment Performance Chapter 3: Investment Industry Documentation Topics - Understanding client needs - Risk - Diversification - Asset allocation - Construction & management - Investment vehicles (Collective Investments, Insurance, Retirement Annuities, Savings products) - Alternative investments (Private Equity, Hedge Funds, Commodities, Property) - Returns - Performance attribution - IPS - Attitudes of individuals - Objectives - Classification - Collection & recording - Management of client documentation Module 4: Banking Operations (Day 8 10) Chapter Chapter 1: Operational infrastructure Chapter 2: Topics - The trade life cycle - Settlement - The role of the custodian bank - Payments Association of South Africa - Types of risks - The risk management process - Cost and benefit of risk management

7 Chapter Risk management Chapter 3 Custody Chapter 4 Clearing and settlement Chapter 5 Corporate actions Chapter 6 Fund administration Topics - Defining a custodian - CSD - Dematerializing of shares - Discretionary vs non-discretionary control - Registration of shares - The trading and clearing process - The settlement cycle of cash and securities - Equities settlement services - Bond market settlement services - Money market settlement services - Definition of a corporate event - Types of corporate actions - Terminology - Types of instruments - The lifecycle of a corporate action - Dividends tax - The role players in a corporate action - Overview of fund administration - Role of fund administrator - Fund accounting - Net asset value - Costs, fees and charges - Reconciliations Day Portfolio of Evidence Preparation and Assistance Multiple Choice Exam Multiple Choice Exam (Rewrite) Remediation Program may be changed at the discretion of HFA to accommodate enhancements. HFA reserves the rights to change the scheduled dates and will notify all attendees accordingly.

8 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 one of our qualifications 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

9 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 Preparation 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."

10 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

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