SAQA All qualifications and part qualifications registered on the National Qualifications Framework are public property. Thus the only payment that can be made for them is for service and reproduction. It is illegal to sell this material for profit. If the material is reproduced or quoted, the South African Qualifications Authority (SAQA) should be acknowledged as the source.
SOUTH AFRICAN QUALIFICATIONS AUTHORITY 
REGISTERED QUALIFICATION: 

Bachelor of Commerce Honours in Financial Analysis and Portfolio Management 
SAQA QUAL ID QUALIFICATION TITLE
19960  Bachelor of Commerce Honours in Financial Analysis and Portfolio Management 
ORIGINATOR
University of Cape Town 
PRIMARY OR DELEGATED QUALITY ASSURANCE FUNCTIONARY NQF SUB-FRAMEWORK
CHE - Council on Higher Education  HEQSF - Higher Education Qualifications Sub-framework 
QUALIFICATION TYPE FIELD SUBFIELD
Honours Degree  Field 03 - Business, Commerce and Management Studies  Finance, Economics and Accounting 
ABET BAND MINIMUM CREDITS PRE-2009 NQF LEVEL NQF LEVEL QUAL CLASS
Undefined  120  Level 7  NQF Level 08  Regular-Provider-ELOAC 
REGISTRATION STATUS SAQA DECISION NUMBER REGISTRATION START DATE REGISTRATION END DATE
Registered-data under construction  EXCO 0324/24  2024-07-01  2027-06-30 
LAST DATE FOR ENROLMENT LAST DATE FOR ACHIEVEMENT
2028-06-30   2031-06-30  

Registered-data under construction

The qualification content is currently being updated for the qualifications with the status “Registered-data under construction” or showing “DETAILS UNDER CONSTRUCTION” to ensure compliance with SAQA’S Policy and Criteria for the registration of qualifications and part-qualifications on the National Qualifications Framework (NQF) (As amended, 2022). These qualifications are re-registered until 30 June 2027 and can legitimately be offered by the institutions to which they are registered.

 

In all of the tables in this document, both the pre-2009 NQF Level and the NQF Level is shown. In the text (purpose statements, qualification rules, etc), any references to NQF Levels are to the pre-2009 levels unless specifically stated otherwise.  

PURPOSE AND RATIONALE OF THE QUALIFICATION 
This qualification aims to train learners to the Honours level in financial economics. In particular, the programme aims to prepare learners for work in the financial sector. It combines applied studies in Financial Economics, Accounting and Statistics to equip the learners with the modern principles and operations in financial analysis and portfolio management. 

LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
Recognition of Prior Learning (RPL):
The institution conducts RPL in terms of the policy and guidelines of the institution to recognise other forms of formal, informal and non-formal learning and experience.
In cases where learners do not comply with the formal admission requirements, the institution applies its RPL policy.

Entry requirements:
The minimum entry requirement for this qualification is:
  • Bachelor of Commerce in Economics or Finance, NQF Level 7. 
    		•

    RECOGNISE PREVIOUS LEARNING? 
    Y 

    EXIT LEVEL OUTCOMES 
    1. Understand and manipulate qualitative and quantitative data within an area of specialisation.
    2. Design and conduct research in his or her area of specialisation.
    3. Produce academic papers that reflect an ability to interrogate the professional literature and engage in critical debate.
    4. Find information of professional relevance efficiently and independently.
    5. Use information-technology efficiently and independently.
    6. Embark on Masters level research study under supervision.
    7. Articulate an understanding of an area of specialisation at a high level of abstraction.
    8. Independently apply discipline-based knowledge and practices to an understanding of conceptual and practical problems.
    9. Design and conduct research utilising the methods of the discipline.
    10. Apply the theory and research methods of the discipline to the development of research questions.
    11. Produce theoretical and research communications that draw on a range of information bases. 

    ASSOCIATED ASSESSMENT CRITERIA 
    The following associated assessment criteria apply across all Exit Level Outcomes:
  • Analyse financial situations at an executive level.
  • Manage financial portfolios.
  • Utilise advanced quantitative methods to make financial decisions as based on financial forecasts.
  • Interact between different professions (like Accounting, Statistics, Law and Economics) to form financial policies.

    Integrated assessment:
    The integrated assessment of skills acquired in the FAPM programme is assessed by means of projects and examinations for each topic taught in the programme. The structure of each examination and each project is related directly to the structure of the topic taught. The examinations and the projects of the various topics are primarily practical as suit the purpose of the programme.

    Formative assessment will occur continuously by the relevant lecturer's and the external examiner's feedback. Summative assessment will involve the assignment of an overall grade as a weighted average of all topics taught. 
    		•

    INTERNATIONAL COMPARABILITY 
    This qualification compares with similar international qualifications in terms of the range of competencies in the learning content offered. 

    ARTICULATION OPTIONS 
    This qualification offers both possibilities of horizontal and vertical articulation.

    Horizontal Articulation:
  • Bachelor Honours Accounting and Business Administration, NQF Level 8.
  • Postgraduate Diploma in Cost and Management Accounting, NQF Level 8.
  • Bachelor Honours in Accounting Sciences, NQF Level 8.

    Vertical Articulation:
  • Master of Commerce in Economics, NQF Level 9.
  • Master of Business Science in Economics, NQF Level 9. 
    		•

    MODERATION OPTIONS 
    N/A 

    CRITERIA FOR THE REGISTRATION OF ASSESSORS 
    N/A 

    REREGISTRATION HISTORY 
    As per the SAQA Board decision/s at that time, this qualification was Reregistered in 2006; 2009; 2012; 2015. 

    NOTES 
    N/A 

    LEARNING PROGRAMMES RECORDED AGAINST THIS QUALIFICATION: 
     
    NONE 


    PROVIDERS CURRENTLY ACCREDITED TO OFFER THIS QUALIFICATION: 
    This information shows the current accreditations (i.e. those not past their accreditation end dates), and is the most complete record available to SAQA as of today. Some Primary or Delegated Quality Assurance Functionaries have a lag in their recording systems for provider accreditation, in turn leading to a lag in notifying SAQA of all the providers that they have accredited to offer qualifications and unit standards, as well as any extensions to accreditation end dates. The relevant Primary or Delegated Quality Assurance Functionary should be notified if a record appears to be missing from here.
     
    1. University of Cape Town 


    All qualifications and part qualifications registered on the National Qualifications Framework are public property. Thus the only payment that can be made for them is for service and reproduction. It is illegal to sell this material for profit. If the material is reproduced or quoted, the South African Qualifications Authority (SAQA) should be acknowledged as the source.