Learnership / Full Qualification details:

▪ Financial Markets & Instruments Learnership + CFA® Preparation ▪ NQF: Level 6 ▪ Credits: 120 ▪ FMI Learnership SAQA ID: 02Q 0200 4608 1216 ▪ FMI Accredited Institution: Bank Seta ▪ Approved Prep Provider: CFA® ▪ Independent Exam: CFA® Institute Exam

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 graduate-level 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.

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: 50481 ✓ NQF: Level 6 ✓ Credits: 120 ✓ Learnership Number: 02Q 0200 4608 1216 ✓ FAIS recognised qualification ✓ Accredited Seta: Bankseta

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)

• Email & 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

Assessment information:

`Contact: Marietjie on 011 783 9390 or email marketing@hedgefundacdemy.co.za to

find out about:

A workbook covering each chapter must

be produced by individual learners

A multiple choice exam must be

passed for each module, with at least

a 50% pass rate

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 workplace logbook to show relevant work experience gained over a 12

month period

A mentor logbook to show relevant

mentoring interventions over a

12 month period

Our Structured

Learnerships

Sponsoring an

Unemployed Learner ✓

✓

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

Recognised qualification and training program

Techincially skilled employees and talent

pool

Recognised as an accredited learnership

Compliance with transformation targets

Rebates

SARS reclaim (currently R80k per year, but subject to

tax legislation)

SETA reclaim (Seta specific rules for

learnerships)

Maximised

BEE scorecard

Procurement

Supplier & Enterprise Development

Skills Development

100% Black Owned

100% Black Female owned

QSE

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.

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.

We have put over 300 Unemployed Graduates through

this Transformational Programme to date and have placed

80% of those into employment

FACT

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."

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 011 7839390 to discuss the next steps or any suggestions around our offerings.

Yours sincerely,

Marietjie Roithmayr

Tel: 011 783 9390

Email: marketing@noviaone.com