UWC FET Institute Presentation on Articulation Pathway in Financial Planning Qualifications

1. UWC FET Institute Presentation on Articulation Pathway in Financial Planning Qualifications 20 October 2010 Seamus Needham Research and Planning FET Institute University of the Western Cape sneedham@uwc.ac.za

2. Characteristics of FET-HE articulation • Often ad hoc and bound to specific institutional arrangements, dependent on individual agreements • Minimal evidence of private FET-HE articulation initiatives • Articulation frequently defined as access or minimal credits given e.g. ECD Level 5 articulation route to UNISA • Older articulation routes no longer exist – N6 - Technikons

3. Examples of existing FET-HE institutional articulation routes cont’d • UWC FETI and UWC SBF articulation route

4. Progress update • FETI-HETI Project launched on 20 September 2010 • Implementation of project on 12 October 2010 • Insurance companies include: • Discovery • Momentum • Old Mutual • Sanlam • Negotiation of this project to be included in INSETA’s QCTO process • Mapping NQF Level 5 to 1st year B. Commerce degree • Ongoing curriculum development

5. Future priorities • Full implementation by end of 2010 • Development of an NQF Level 4 qualification to broaden articulation route • Development of FET-HE model that can be taken up by all universities (public and private) to include FET provision • Investigation of further articulation routes through a partnership approach

6. Thank you