Dale H Johnson - SS4 SOR

Corporate 66 Office Park, Black B,

269 Von Willich Avenue,

Die Hoewes, Extension 233, Centurion, 0157

PO Box 11619, Die Hoewes, 0163

Tel: 086 122 3774 Fax: +27(12) 679 0472

[email protected] www.psg.co.za

PSG Academy (PTY) Ltd. Reg. No. 2005/020855/07.

Directors: RN King, JJ Serfontein

Provisionally registered with the Department of Higher Education and Training as a Private Higher Education Institution until 31 December 2016 under the

Higher Education Act, 1997. Registration certificate No. 2011/HE07/005

Accredited with INSETA: Accreditation No. 130146

11 February 2015

STATEMENT OF RESULTS

Dale Howard Johnson

We hereby confirm that Dale Howard Johnson, ID Number 8402035193085, has completed the subjects below

and the results are as follows:

Higher Certificate: Wealth Management NQF Level 5

Study School 1 - Legislation, Ethics and Planning Principles – 17/09/2012

Subject Code Credits Online

Assessment Case Study

Summative Assessment

Pass/ Fail

Legislative Impact on Financial Advisors/ Planners

LEGI 6

72% 72% 52% Pass

Principles of Ethics in a Business Environment

PEBE 8

Financial Planning Principles (Building the relationship)

PFPP 8

Financial Statements (Gathering the critical information)

FS 10

Long-Term Product Solutions LTPS 8

Study School 2 - Planning Tools and Tax – 22/07/2013




Pass/ Fail

Tax Aspects: Wealth Management TAWM 10

72% 54% 58% Pass

Estate Planning to Propose a Financial Solution

EP 10

Retirement Planning to Propose a Financial Solution

RP 10

Business Assurance to Propose a Financial Solution

BA 10

Study School 3 - Investment Principles and Economics – 29/04/2014




Pass/ Fail

Basic Economic Principles BEP 5

76% 60% 72% Pass Asset Classes & Basic Investment

Principles ACBIP 10

Collective Investment Scheme Product Solutions

CISP 15

Study School 4 - Financial Services Sector and Consumers – 29/01/2015




Pass/ Fail

Business Management & Financial Risk Assessment

BMFRA 8

72% 55% 77%

Pass Changing Nature of the Financial

Services Industry CNFS 7

Medical Schemes MS 5

*Continued on next page





Tel: 086 122 3774 Fax: +27(12) 679 0472







*Continued from Previous page

Note:

• An overall of 50% has to be achieved to pass the summative assessment

• An overall of 50% has to be achieved to pass the Case Study (formative)

• An overall of 50% has to be achieved to pass the Online Assessment (formative)

• 50% for both the formative and summative has to be achieved to pass the study school.

PSG Academy is fully accredited by the Council on Higher Education (CHE) and provisionally registered with the

Department of Higher Education and Training until 31 December 2014 as a private higher education institution under

the Higher Education Act, 1997. Registration Certificate No. 2011/HE07/005

Please ensure all your personal and academic details are correct. Report any errors or omissions to

[email protected].

Note: The programme coordinator will be contacting you regarding dates for the workshop of the next study school.

Kindly see the step by step guide on how to register online for the next study school. The online registrations will be

closely monitored, thus you will not be invited for a workshop if we have not received an online registration.

Unfortunately for record keeping, monitoring and tracking purposes we cannot address queries telephonically.

Yours sincerely,

Johann Cloete

Academic Head: PSG Academy





Tel: 086 122 3774 Fax: +27(12) 679 0472







Click on the link below and follow the steps listed to enrol for the next Study School:

https://academyit.psgkonsult.co.za/index.php?a=zloginform

1. The screen below will appear after you have clicked on the link above. Kindly add your username and password as requested.

2. The screen below will open where all of your details will be listed. Click on the register button to register for the next study school.





Tel: 086 122 3774 Fax: +27(12) 679 0472







3. Please select the necessary as per the following screen. Kindly ensure that you select the applicable Study school.

4. The coordinator has now been informed of your online registration and will approve your account. You will then be

able to log in again in order to complete the online assessment.

5. Do not hesitate to contact Karl-Heinz Michel on 086 122 3774 or [email protected] if you require any

assistance.

Dale H Johnson - SS4 SOR

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