This brochure contains information about the Short Learning ...

This brochure contains information about the Short Learning Programmes offered by the 

College of Economic and Management Sciences at the University of South Africa. 

Short Learning Programmes @ Unisa 2012 

1

Table of contents 

10 – 17 

Bureau for Business Studies 

Programme in Primary and Secondary Explosives (76701) 

Programme in Commercial Explosives, 

Pyrotechnics and Explosives Legislation (76702) 

Programme in Explosives Test and Evaluation (76703) 

Programme in the Introduction to Explosives (76704) 

19 – 55 

Centre for Accounting Studies 

Workshop in Bookkeeping to Trial Balance (76449) 

Short Course in Financial and 

Accounting Principles for Public Entities (71323) 

Workshop in Payroll and Monthly SARS Returns (76430) 

Short Course in the Introduction to Performance Auditing (76163) 

Short Course in the Introduction to the Internal Audit Process (76651) 

Short Course in the Professional Practice 

Framework for Internal Auditors (70831) 

Course in Accounting for School Governance (72192) 

Course in Administration of Estates (70874) 

Course in Auditing in an IT Environment (76678) 

Course in Basic Principles of Financial Statement Analysis 

and Interpretation (70882) 

Workshop in Business Literacy (76457) 

Workshop in Computerised Bookkeeping (70920) 

Workshop in Financial Statements (76465) 

Course in Fundamental Accounting (70866) 

Course in Intermediate Financial Accounting (70939) 

Course in Mining Taxation (70890) 

Course in Practical Bookkeeping (70904) 

Course in Practical Municipal Accounting (75450) 

Course in Risk-Based Internal Auditing (7666X) 

Course in Taxation (70971) 

Course in Value Added Tax (70912) 

Course in the Introduction to Computerised Bookkeeping (72648) 

Advanced Course in Value Added Tax (70963) 

Advanced Course in Taxpayers Rights (76760) 

2 College of Economic and Management Sciences 

The information contained in this brochure was accurate at the time of publication (7 December 2011). 

For updates, please go to the Unisa website http://www.unisa.ac.za or to the Unisa mobi site http://mobi.unisa.ac.za.

Centre for Accounting Studies (continued) 

CIS Programme 1 (71684) 



Workshop in Business Law Accounting Control (76422) 

Workshop in Cost and Management Accounting (76562) 

Programme in Forensic and Investigative Auditing (71315) 

Workshop in Income Tax Returns (76414) 

Programme in Taxation: A Strategic Approach (70947) 

Advanced Programme in 

International Financial Reporting Standards (76705) 

Advanced Programme in Taxation (75744) 

56 – 183 

Centre for Business Management 

Short Course in Basic Business Finance (71307) 

Short Course in Basic Financial Life Skills (7182X) 

Short Course in Customer Relationship Management (71633) 

Short Course in Customer Service Management (71641) 

Short Course in Human Resource Hiring Practices (71900) 

Short Course in Knowledge Management (72117) 

Short Course in Public Relations (71897) 

Short Course in SMME Management (72087) 

Short Course in Writing a Business Plan (7179X) 

Short Course in the Introduction to Corporate Citizenship (7196X) 

IISA Short Course in Elements of Life Insurance (76619) 

IISA Short Course in Elements of Retirement Funds (76627) 

IISA Short Course in Elements of Short Term Insurance (76635) 

Short Course in Financial for Non-Financial Managers (72370) 

IISA Short Course in Elements of Retirement Funds (76627) 

Course in Basics of Project Management (7215X) 

Course in Financial Management (71293) 

Course in Financial Performance and Measurement Control (71285) 

Course in Fundamentals of Banking and Risk Management (72176) 

Course in International Marketing (71250) 


3

Centre for Business Management (continued) 

Course in Introduction to Retailing (71722) 

Course in Introduction to Sales and Marketing (76686) 

Course in Labour Relations Management (71072) 

Course in Personal Financial Management (71056) 

Course in Management Principles for First-Line Management (71099) 

Course in Customer Relationship Management (71110) 

Course in Retail Buying (71692) 

Course in Retail Marketing and Merchandising (71137) 

Course in Strategic Management (72028) 

Course in the Introduction to Marketing Management (71625) 

Course in Marketing Research (7005X) 

Customer Relationship Management Principles for 

Contact Centre Management (76763) 

IISA Introductory Programme in Advanced Insurance Practice (7649X) 

IISA Introductory Programme in Life Insurance (76503) 

IISA Introductory Programme in 

Retirement Fund Management (76600) 

IISA Introductory Programme to Short Term Insurance (7652X) 

IISA Programme in Life Insurance (76538) 

IISA Programme in Retirement Fund Management (76511) 

IISA Programme in Short Term Insurance (76546) 

IISA Programme in Advanced Insurance Practice (76481) 

Programme in Advanced Marketing Management (71129) 

Programme in Business Communication (71854) 

Programme in Business Continuity Management (72508) 

Programme in Business Focused Management (71757) 

Programme in Business-to-Business Marketing (71706) 

Programme in Customer Service Management (72125) 

Programme in Entrepreneurship and 

Small Business Management (71773) 

Programme in Financial Management (71277) 

Programme in Human Resource Management (71080) 

4 College of Economic and Management Sciences

Centre for Business Management (continued) 

Programme in International Marketing (71269) 

Programme in Investment Analysis and 

Portfolio Management (71064) 

Programme in Marketing Management (71765) 

 

Programme in Public Procurement and Supply Management (71226) 

Programme in Purchasing and Supply Management (71234) 

Programme in Retail Management (71749) 

Programme in Risk Management (75949) 

Programme in Safety Management (72435) 

Programme in Sales and Marketing (76694) 

Programme in Total Quality Management (71838) 

ICSA Programme in Strategic Management and 

Corporate Governance (71102) 

Programme in Economics and Public Finance (70130) 


Programme in Marketing and Marketing Research (70068) 

Programme in Sport Management (76761) 

Programme in Advanced Bank Management (76767) 

Programme in Business Management (76759) 

Programme in E-Marketing (72745) 

Programme in Advanced Strategic Management (76769) 

Programme in Knowledge Management (76778) 

Programme in Banking (75892) 

Advanced Programme in Human Resource Management (71927) 

Advanced Programme in International and Central Banking (75930) 

Advanced Programme in Property Finance (75914) 

Advanced Programme in Sourcing and 

Supply Chain Management (71218) 

Advanced Programme in Financial Planning and Estates (75922) 


5

184 – 194 

Centre for Industrial and Organisational Psychology 

Short Course in Business Psychology and Human Behaviour (70475) 

Short Course in Compensation for 

Occupational Injuries and Diseases (72036) 

Short Course in Employee Wellness (71579) 

Course in Organisational Development: 

Appreciative Inquiry Approach (72362) 

Course in Workforce Diversity (70491) 

Course in the Occupational Health and Safety Act, 1993 (01724) 

Programme in Client Service Excellence (70009) 

Programme in Industrial and Organisational Psychology (70750) 

Programme in Skills Development Facilitation (72206) 

Programme in Applied Organisational Development (01783) 


195 – 239 

Centre for Public Administration and Management 

Short Course in Coaching and Mentoring Skills (Contact) (76112) 

Short Course in Disaster Management (Contact) (76171) 

Short Course in Project Management for 

Strategic Change and Upliftment (Contact) (76120) 

Course for Ward Clerks (Contact) (76031) 

Course in Local Government Councillor Orientation (Contact) (76023) 

Programme in Accelerated Supervisory Development (ODL) (76643) 

Programme in Integrated Community Building (Contact) (76058) 

Middle Management Development Programme for 

Local Government (Contact) (76074) 

Programme in Basic, Intermediate and 

Advanced Project Management (Contact) (76279) 

Programme in Basic, Intermediate and 

Advanced Project Management (ODL) (72524) 

Programme in Disaster Management (Contact) (76260) 

Programme in Disaster Management (ODL) (72532) 

Programme in Labour Inspection and Enforcement (Contact) (76066) 


Centre for Public Administration 

and Management (continued) 

Programme in Local Government Management (Contact) (76090) 

Programme in Local Government Management (ODL) (76082) 

Programme in Accelerated Supervisory Development for the 

Public Sector (Contact) (75965) 

Programme in Public Administration and Management (76777) 

240 – 255 

Graduate SBL 

Advanced Project Management Programme (75280) 

Executive Development Programme (75191) 

Fundamental Management Programme (01392) 

Management Development Programme (75213) 

Practical Project Management Programme (75256) 

Public Sector Governance (75396) 

Programme in Strategic Human Resource Management (76740) 

Broad-Based Black Economic Empowerment Management 

Development Programme (76770) 

254 – 263 

Centre for Transport Economics, Logistics and Tourism 

Short Course in Bed and Breakfast Management (71412) 

Short Course in Meetings, Incentives, 

Conferences and Exhibitions (71447) 

Short Course in Tour Operators Management (71439) 

Short Course in Tourism Awareness (71420) 

Programme in Business Logistics: A Transport Approach (01902) 

Programme in International Freight Management and 

Administration for Importers and Exporters (01929) 

Programme in Road Transport Management (01910) 

Programme in Tourism, Travel and Hospitality (76554) 


7

267 

Unit for Basics of Business 

Programme in the Basics of Business (01899) 

268 – 272 

Centre for Decision Sciences 

Short Course in Decision Numeracy (72397) 

 

Programme in Mathematical Modelling of Derivatives (01953) 

Programme in Numerical Skills for Business (70114) 

Programme in Cryptography (70572) 


Introduction 

The world of commerce is always in a state of expansion and development, which is why experts in fields such as 

business, economics and finance are always in demand. It is also the reason why Unisa’s College of Economic and 

Management Sciences (CEMS) has developed a wide-range of short learning programmes (SLPs), more colloquially 

known as “short courses”, which are specifically designed to be current and match the needs 

and expectations of our students. 

Our Centre for Business Management, for example, offers an extensive and diverse range of courses. These 

courses provide our students with skills in entrepreneurship and PR for those looking to make it on their own. 

For practitioners it provides courses in areas such as advanced marketing, retail buying and labour relations 

management. And for business owners, programmes such as project and business management are worth their 

weight in gold. Advanced courses are also available for graduates – through Unisa’s SBL – providing students with 

skills such as advanced project management and executive development. 

Accountancy professionals are another much-needed commodity both locally and abroad, and the Centre for 

Accounting Studies provides numerous courses in subjects such as bookkeeping, payroll, auditing and taxation. 

Likewise, our Centre for Industrial and Organisational Psychology provides an excellent resource for students whose 

interests lie in fields such as workforce diversity, client service excellence and industrial psychology. 

There are also scores of short courses in fields such as public administration, transport and tourism, 

and manufacturing. 

We are proud to present our short learning programmes to you and we welcome you as partners in addressing 

issues in society as students of our short learning programmes. 


9


Enquiries for the Short Learning Programmes offered through the Bureau 

for Business Studies should be directed to: 

Prof HWE Schenk MA (Industrial and Organisational Psychology) 

Discipline expertise: Industrial and Organisational Psychology 


Office 3-074, A J H van der Walt Building, Unisa 

Tel: 012 429 4730 Cell: 082 887 3667 Fax: 012 429 4383 

E-mail: hschenk@unisa.ac.za 

Ms Beulah Thomas 

Office Manager 


Office E-207 

Unisa Florida Campus 

c/o Christiaan de Wet & Pioneer Ave. Florida 1710 

Tel: 011 471 2583 Fax: 011 471 3191 

E-mail: bthomas@unisa.ac.za 

Programme in Primary and Secondary Explosives (76701) 

Duration: Six months NQF Level 6 Credits: 96 

Purpose: 

To apply elementary explosives technologies during manufacturing processes in an explosives environment and to 

ensure students are able to supervise limited manufacturing processes, apply principles of quality control and solve 

management problems on middle management level 

Target group: 

The explosives and armaments industry as well as the Department of Defence. “All students wishing to register for 

the Short Learning Programmes in Explosives have to be employed in the explosives industry” 

Admission requirements: 

Senior Certificate or an equivalent NQF level 4 qualification. Note: Students should be competent with language, 

numeracy and communication skills at NQF Level 5. 

Registration periods: 

Semester registrations 

continue to next page. 


Module: Primary Module: High Primary Explosives High (PPSE01B) Explosives - 12 (PPSE01B) Credits - 12 Credits 

Content: Content: 

Introduction including Introduction types, including definitions types, and definitions applications and of applications primary explosives of primary (lead explosives styphnate, (lead lead styphnate, azide, silver lead azide, silver 

azide and organic azide primary and organic explosives), primary the explosives), power and the sensitivity power and of explosives sensitivity and of explosives and trains explosive trains 

The use of primary The use explosives of primary and explosives priming compositions 

and priming compositions 

Methods of ignition Methods of primary of ignition explosives of primary explosives 

Other applications Other of applications primary explosives of primary explosives 

Module: Secondary Module: High Secondary Explosives High and Explosives Blast Design and Blast Principles Design (PPSE02C) Principles - 12 (PPSE02C) Credits - 12 Credits 


The use of explosives The use in of blasting explosives operations in blasting operations 

The influences The of free influences faces (open of free joints) faces in (open the rock joints) breaking the rock process breaking process 

Blasting geometry Blasting and geometry explosives and charge explosives distribution charge distribution 

Blast design patterns Blast design patterns 

Environmental Environmental considerations considerations 

Computer based Computer blasting based modeling blasting modeling 

Module: Propellants, Module: Propellants, Blasting and Blasting Ground and Vibration Ground (PPSE03D) Vibration - 12 (PPSE03D) Credits - 12 Credits 


The legal requirements The legal requirements for use of explosives for use in of blasting explosives operations in blasting operations 

The influences The of ground influences vibrations of ground in blasting vibrations operations in blasting operations 

The influences The of air influences blast and of noise air blast in blasting and noise in blasting 

The instrumentation The instrumentation used for the monitoring used for the and monitoring evaluation and of ground evaluation vibrations, of ground air vibrations, blast and noise air blast during and noise during 

blasting blasting 

This module also This covers module the also health covers and the safety health aspects and safety working aspects with working the above with mentioned the above machinery, mentioned including machinery, including 

storage requirements storage requirements 

Module: Propellants Module: (PPSE04E) Propellants - 12 (PPSE04E) Credits - 12 Credits 


This module covers This module the practical covers skills the practical required skills to operate, required maintain to operate, and manage maintain the and following: manage the following: 

Introduction including Introduction types, including definitions types, and definitions applications and of applications propellants, of the propellants, historical overview, the historical the overview, behavior of the behavior of 

propellants, its propellants, energy and its requirements energy and requirements 

The use of propellants The use of and propellants priming compositions 

and priming compositions 

Methods of ignition Methods of gun of ignition propellants, of gun the propellants, types of gun the propellants, types of gun gun propellants, gun ingredients propellant and ingredients shapes and shapes 

Methods of ignition Methods of rocket of ignition propellants, of rocket the propellants, types of rocket the types propellants, of rocket rocket propellants, propellant rocket ingredients propellant and ingredients and 

shapes shapes 

Manufacture, purification, Manufacture, transport, purification, storage transport, and safe storage handling of safe propellants handling of propellants 

Typical manufacturing Typical manufacturing processes, quality processes, processing quality and processing applications and of applications pyrotechnic of devices pyrotechnic which devices generate which generate 

heat; create a heat; noise; create generate a noise; gas or generate produce gas light or of produce various light colours, of various that are colours, generators that are of generators smoke and of other smoke and other 

chemicals as well chemicals as pyrotechnic as well as time pyrotechnic delays time delays 

Chemical, physical Chemical, and explosives physical and properties explosives of various properties propellants of various and propellants internal ballistics and internal and related ballistics sciences and related sciences 

Day-to-day applications Day-to-day of applications propellants, of black propellants, powder black and other powder typical and propellant other typical compositions propellant compositions 

continue to next continue page. to next page. 


11

Module: Quality Management Principles when Supervising Staff (PPSE05F) - 12 Credits 

Content: 

The quality function 

Six-sigma of information 

Quality management systems 

ISO 9000 family 

Module: Configuration Management Techniques (PPSE06G) - 12 Credits 

Content: 


Six-sigma of information 

Quality toolbox 

Process development and qualification 

Module: Quality Management Principles in the Working Environment (PPSE07H) - 12 Credits 

Content: 


Document management 

Configuration management 

Process development and qualification 

Module: Quality Techniques (PPSE08K) - 12 Credits 

Content: 

 

 

 


Document management 

Configuration management 

Programme in Commercial Explosives, Pyrotechnics and Explosives 

Legislation (76702) 


Purpose: 



management problems on middle management level 

Target group: 








Registration Registration periods: periods: 

Semester registration Semester registration 

Module: Pyrotechnics Module: Pyrotechnics for a Particular for a Application Particular (PCPL01D) Application - (PCPL01D) 12 Credits - 12 Credits 


Practical common Practical concepts common of initiation concepts (to of start initiation a device (to start functioning) a device and functioning) Ignition (to and start Ignition a composition (to start a composition 

burning) burning) 

Areas where there Areas are where safety there problems. are safety If there problems. is a safety If there problem is a safety with problem explosives, with consult explosives, someone consult who someone has who has 

expert knowledge expert in knowledge the field. in the field. 

Manufacture, Manufacture, quality processing quality and processing applications and of applications pyrotechnic of devices pyrotechnic which devices generate which heat; generate create a heat; noise; create a noise; 

generate gas or generate produce gas light or produce of various light colours, of various that are colours, generators that are of generators smoke and of other smoke chemicals and other as well chemicals as as well as 

pyrotechnic time pyrotechnic delays time delays 

Module: Supervise Module: Limited Supervise Production Limited Processes Production and Processes Perform and Routine Perform Tasks Routine (PCPL02E) Tasks - 12 (PCPL02E) - 12 


Different types Different of commercial types of explosives commercial explosives 

Differences between Differences the different between commercial the different explosives commercial explosives 

Characteristics Characteristics of different commercial of different explosives commercial explosives 

Principles of specific Principles applications of specific applications 

Module: Pyrotechnics, Module: Pyrotechnics, Properties and Properties Performance and Performance (PCPL03H) - (PCPL03H) 12 Credits - 12 Credits 


Introduction to Introduction give the students to give a the basic students knowledge a basic of knowledge pyrotechnics of and pyrotechnics the types and manufactured the types manufactured and used in and used in 

South Africa South Africa 

Day-to-day applications Day-to-day of applications pyrotechnics, of the pyrotechnics, scientific basis the scientific for pyrotechnics basis for and pyrotechnics selected items and selected of equipment items of equipment 

used in the manufacture used in the of manufacture pyrotechnics of pyrotechnics 

Manufacture, Manufacture, quality processing quality and processing applications and of applications pyrotechnic of devices pyrotechnic which devices generate which heat; generate create a heat; noise; create a noise; 

generate gas or generate produce gas light or produce of various light colours, of various that are colours, generators that are of generators smoke and of other smoke chemicals and other as well chemicals as as well as 

pyrotechnic time pyrotechnic delays time delays 

Module: Supervise Module: Flow-Line Supervise and Flow-Line Plant Design and Plant Optimisation Design Optimisation (PCPL04G) - (PCPL04G) 12 Credits - 12 Credits 


Applicability of Applicability the Explosives of the Act Explosives 15 of 2003, Act National 15 of 2003, Road National Traffic Act, Road National Traffic Act, Occupational National Occupational Health and Health and 

Safety Bill 2005, Safety and Bill Major 2005, Hazard and Major Installation Hazard Regulations Installation Regulations 

Duties of the Explosives Duties of the Manager Explosives and Manager Supervising and Official Supervising specified Official in the specified Explosives in the Regulations Explosives under Regulations the under the 

Occupational Occupational Health and Safety Health Act and 85 Safety of 1993 Act 85 of 1993 

Module: Health Module: and Safety Health Related and Safety Legal Related Requirements Legal Requirements (PCPL06J) - 12 (PCPL06J) Credits - 12 Credits 


Management Management System requirements System requirements 

Safety and Health Safety Committees and Health Committees 



13

Module: Health and Safety Management System Requirements (PCPL07K) - 12 Credits 

Content: 

Management System requirements 

Safety and Health Committees 

Module: Risk Management Principles (PCPL08L) - 12 Credits 

Content: 

Risk Management principles 

Risk Assessments 

Programme in Explosives Test and Evaluation (76703) 


Purpose: 



management problems on middle management level. 

Target group: 





numeracy and communication skills at NQF level 5. 



Module: Determination of the Properties of the Explosives (PETE01J) - 12 Credits 

Content: 

 

 

 

 

 

Introduction, including types of tests and evaluation of explosives and explosive filled items, the definitions and 

applications of the tests and evaluation 

The measurement of the physical and detonation properties of explosives and explosive filled items and the 

determination of deflagration properties 

The determination of deflagration properties of explosives and explosive filled items 

Typical manufacturing processes, quality processing and tests and evaluation of explosives and explosive filled 

items 

This unit standard also covers the health and safety aspects working with the above mentioned machinery 



Module: Analysis Module: of Explosives Analysis of and Explosives Environmental and Environmental Tests (PETE02K) Tests - 12 (PETE02K) Credits - 12 Credits 


The analysis of The explosives analysis by of explosives chemical methods by chemical methods 

The determination The determination of the effects of the effects environment of the environment explosives on – environmental explosives – environmental test methods test – (pressure methods – (pressure 

(altitude), temperature, (altitude), temperature, solar radiation, solar humidity, radiation, rain, humidity, salt fog, dust, rain, salt acceleration, fog, dust, vibration, acceleration, shock, vibration, etc) shock, etc) 

This unit standard This unit also standard covers the also health covers and the safety health aspects and safety working aspects with working the above with mentioned the above machinery mentioned machinery 

Module: Explosives Module: Handling Explosives Techniques Handling and Techniques Static Electricity and Static Control Electricity (PETE03L) Control - 12 (PETE03L) Credits - 12 Credits 


Introduction and Introduction material handling material techniques handling and techniques the day-to-day and the principles day-to-day and principles practices and in the practices use of in the use of 

equipment in equipment the manufacture in the of manufacture explosives and of explosives and filled explosives items filled items 

Control of static Control electricity of static electricity 

This unit standard This unit also standard covers the also health covers and the safety health aspects and safety working aspects with working the above with mentioned the above machinery, mentioned machinery, 

including storage including requirements storage requirements 

Module: Explosives Module: Flow-Line Explosives and Flow-Line Plant Design and Plant Optimisation Design Optimisation (PETE04M) -(PETE04M) 12 Credits - 12 Credits 


Flow-line and Flow-line plant design and optimisation plant design optimisation 

Basic knowledge Basic and knowledge understanding understanding areas where in there areas are where safety there problems. are safety If there problems. is a safety If there problem is a safety problem with 

with explosives, explosives, someone someone who has who expert has knowledge expert knowledge in the field in the should field be should consulted. be consulted. 

Identify and solve Identify production and solve problems, production plan problems, the layout plan of production the layout of lines, production develop lines, production develop procedures production to procedures to 

be safe, manage be safe, the production manage the of production a single product of a single line and product plan production line and plan schedules production schedules 

Health and safety Health aspects and safety working aspects with working the above with mentioned the above machinery, mentioned including machinery, storage including requirements storage requirements 

Module: Environmental Module: Environmental Requirements Requirements in an Explosives in an Workplace Explosives (PETE05N) Workplace - (PETE05N) 12 Credits - 12 Credits 


The environmental The environmental issues issues 

Waste management Waste management 

Module: Core Module: Environmental Core Environmental Legal Requirements Legal Requirements in an Explosives in an Environment Explosives Environment (PETE06P) - 12 (PETE06P) Credits - 12 Credits 


Constitution, Act Constitution, 108 of 1996 Act 108 of 1996 

National Environmental National Environmental Management Management Act (NEMA), Act 107 (NEMA), of 1998 Act 107 of 1998 

Occupational Occupational Health and Safety Health Act and (OHSA), Safety Act 85 (OHSA), of 1993 Act 85 of 1993 

Atmospheric Pollution Atmospheric Prevention Pollution Act Prevention (APPA), Act 45 (APPA), of 1965 Act 45 of 1965 

NEMA: Air Quality NEMA: Act Air 39 Quality of 2004 Act 39 of 2004 

Environment Conservation Environment Conservation Act (ECA), Act Act 73 (ECA), of 1989 Act 73 of 1989 



15

Module: Additional Environmental Legal Requirements in an Explosives Environment (PETE07Q) - 

12 Credits 

Content: 

Section A: The Philosophy of Self-Care 

The following scope and context applies to the whole unit standard 

National water Act (NWA), Act 36 of 1998 

Hazardous Substances Act, Act 15 of 1973 

Mineral and Petroleum Resources Development Act, Act 28 of 2002 

NEMA: Waste Act, Act 59 of 2008 

Explosives Act, Act 15 of 2003 

International Agreements 

Module: Environmental Management System Requirements in an Explosives Environment (PETE08R) 

- 12 Credits 

Content: 

The full scope and context applicable to management system requirements 

Programme in the Introduction to Explosives (76704) 


Purpose: 



management problems on middle management level. 

Target group: 








Module: Explosive Technologies and Skills (PIIE01P) - 12 Credits 

Content: 

 

 

 

 

 

Different types of explosives 

Differences between the explosives 

What makes an explosive and explosive 

Characteristics of different 

Principles of specific applications 



Module: Explosive Module: or Explosive Combination or Combination of Explosives of for Explosives a Particular for Application a Particular (PIIE02Q) Application - 12 (PIIE02Q) Credits - 12 Credits 


Practical skills Practical required skills to operate, required maintain to operate, and maintain manage and the manage following: the following: 

Introduction including Introduction types including of explosives, types of the explosives, power and the sensitivity power and of explosives sensitivity and of explosives and trains explosive trains 

Military applications Military of applications explosives (ammunition) 

of explosives (ammunition) 

Mining applications Mining of applications explosives of explosives 

Other applications Other of applications explosives (cladding, of explosives welding, (cladding, forming welding, and explosive forming and art) explosive art) 

Module: Appropriate Module: Appropriate Common Explosives Common Accessories Explosives Accessories (PIIE03R) - 12 (PIIE03R) Credits - 12 Credits 


The use of boosters, The use primers, of boosters, detonators primers, and detonators power cartridges and power cartridges 

The composition The and composition manufacture, and properties manufacture, and properties use of common and use commercial of common explosive commercial accessories explosive accessories 

The handling and The transportation handling and transportation of explosives accessories of explosives accessories 

Military application Military applications of applications explosives (ammunition) 

of explosives (ammunition) 

Mining applications Mining of applications explosives of explosives 

Other applications Other of applications explosives (cladding, of explosives welding, (cladding, forming welding, and explosive forming and art) explosive art) 

Module: Utilise Module: and Maintain Utilise and Standard Maintain Services Standard Services Measuring and Apparatus Measuring in Apparatus the Services in the and Services and 

Measuring Apparatus Measuring in Apparatus Explosive in Plants Explosive (PIIE04S) Plants - 12 (PIIE04S) Credits - 12 Credits 


Practical laboratory Practical skills laboratory skills 

The ethics of analysis The ethics and of measurement analysis and measurement - is your answer - is the your true answer answer? the true answer? 

Principles of measuring Principles instrumentation of measuring instrumentation (basics of measurements) 

(basics of measurements) 

Measurement Measurement of temperature of temperature 

Measurement Measurement of pressure and of vacuum pressure and vacuum 

Measurement Measurement of humidity and of moisture humidity and content moisture content 

Measurement Measurement of liquid levelsof liquid levels 

Measurement Measurement of the flow of of liquids the flow of liquids 

Other measuring Other techniques measuring (i.e. techniques measurement (i.e. measurement of certain physical of certain parameters) physical parameters) 


17

Centre for 

Accounting Studies 

Enquiries for the Short Learning Programmes offered through the Centre for 

Accounting Studies should be directed to: 

For general queries: 

Tel: 012 429 3918 

Mrs I Morgan 

HEAD Centre for Accounting Studies 

Office: 2-097, A J H van der Walt Building, Unisa 

Auto attendant: 012 429 3918 Tel: 012 429 4530 Fax: 086 636 9090 

E-mail: morgai@unisa.ac.za 

Ms MP Seretloe 

Administrator 


Office: 1-090, A J H van der Walt Building, Unisa 

Tel: 012 429 4404 Fax: 086 212 6499 

E-mail: seretmp@unisa.ac.za 

Ms NE Ramanyimi 

Administrator 


Office: 4-062 A J H van der Walt Building, Unisa 

Tel: 012 429 4465 Fax: 086 642 5194 

E-mail: ramanne@unisa.ac.za 

Patricia Mhlanga 


Office: 4-062 A J H van der Walt Building, Unisa 

Tel: 012 429 4918 (08:00-13:00) Fax: 012 429 4902 

E-mail: combook@unisa.ac.za 

Stephanie Gobe 

Tel: 012 429 4737 (08:00-13:00) Fax: 012 429 3831 

E-mail: gobes@unisa.ac.za 

Registration form – please send a blank e-mail to CASregister@unisa.ac.za 

OR 

Please click on below link 

http://www.unisa.ac.za/Default.asp?Cmd=ViewContent&ContentID=23249 

http://www.unisa.ac.za/Default.asp?Cmd=ViewContent&ContentID=16539 


Workshop Workshop in Bookkeeping Bookkeeping to Trial Balance to Trial (76449) Balance (76449) 

Duration: 5 days Duration: 5 days NQF Level 5NQF Level 5 

Purpose: Purpose: 

The objective The of this objective workshop of this to workshop equip learners is to equip with the learners necessary with the skills necessary to complete skills monthly to complete and annual monthly and annual 

bookkeeping functions bookkeeping up to functions trial balance, up to prepare trial balance, and analyse prepare financial and analyse statements financial and statements budgets, perform and budgets, payroll, perform payroll, 

debtors and creditors debtors clerk and creditors functions. clerk Learners functions. will also Learners be equipped will also with be equipped comprehensive with comprehensive and practical knowledge and practical knowledge 

of financial accounting, of financial management accounting, management accounting, cost accounting, cost personal accounting, and business personal taxation, and business business taxation, law and business law and 

accounting control. accounting control. 

Target group: Target group: 

Persons who are Persons writing who the are ICB writing examinations the ICB and examinations aspire to become and aspire Certified to become Junior Certified or Senior Junior Bookkeepers or Senior or Bookkeepers or 

Technical Financial Technical Accountants Financial and Accountants perform basic and perform accounting basic work. accounting work. 

Admission Admission requirements: requirements: 

Grade 10 Grade 10 


Registration for Registration the first semester for the first opens semester 1 December opens 2011 1 December and closes 2011 on and 22 January closes on 2012 22 January with a two-hour 2012 with a two-hour 

examination in examination May/June. in May/June. 

Registration for Registration the second for semester the second opens semester 21 June opens 201221 and June closes 2012 on and 16 July closes 2012 on with 16 July a two-hour 2012 with a two-hour 

examination in examination October/November. in October/November. 

Module: Bookkeeping Module: Bookkeeping to Trial Balance to Trial (SCTB01H) Balance - (SCTB01H) non-credit bearing - non-credit bearing 


NB: This SLP NB: consist This out SLP of consist the following out of the registered following unit registered standards. unit It is standards. presented It under is presented the auspices under of the the auspices of the 

ICB and only one ICB and exam only takes one place exam for takes all the place unit for standards. all the unit standards. 


A skills programme A skills introducing programme a introducing learner to source a learner documents, to source the documents, rules of double the rules entry, of double subsidiary entry, journals, subsidiary journals, 

the general ledger, the general bookkeeping ledger, bookkeeping for the different for inventory the different systems inventory and bank systems and and creditors bank and reconciliations. creditors reconciliations. 

The programme The will programme provide skills will provide for the Accounts skills for the Clerk Accounts (the individual Clerk (the that individual processes that monthly processes financial monthly financial 

transactions) transactions) and the Debtors and and the Creditors Debtors and Clerk Creditors functions. Clerk functions. 

Short Course Short in Course Financial Financial and Accounting and Accounting Principles Principles for Public for Entities Public (71323) Entities (71323) 

Duration: Six Duration: months Six monthsNQF Level 5NQF Level 5 Credits: 12 Credits: 12 


The objective The of this objective course of is to this provide course competencies is to provide competencies (knowledge, skills (knowledge, and values) skills to and board values) members to board and members and 

officials of public officials entities of public in respect entities of legislative in respect requirements, of legislative requirements, financial and accounting financial and principles, accounting good principles, corporate good corporate 

governance and governance managerial and decision managerial making. decision Qualifying making. learners Qualifying should learners be able should to contribute be able towards contribute more towards more 

effective boards effective and service boards delivery and service of public delivery entities of public in general. entities in general. 


Board members Board and members officials of and public officials entities. of public entities. 

Board members Board as well members as officials as well of public as officials entities of public need to entities be informed need to and/or be informed refreshed and/or with refreshed regard to with the regard to the 

relevant financial, relevant legislative financial, and legislative corporate and governance corporate issues governance of these issues entities, of these to ensure entities, effective to ensure financial effective decision financial decision 

making. making. 



19


Senior Certificate or an equivalent NQF level 4 qualification or an equivalent work experience or work-based 

learning 


Registration is from 1 to 11 December 2012, 5 to 28 January 2012 for the first semester and 2 May to 15 July 

2012 for the second semester. 

Module: Financial and Accounting Principles for Public Entities (PEFAP1F) - 12 Credits 

Content: 

 

 

 

 

Legislative requirements 

Corporate governance 

Financial and accounting principles 

Managerial decision making 

Workshop in Payroll and Monthly SARS Returns (76430) 

Duration: 5 days NQF Level 5 

Purpose: 

The objective of these short courses, courses and programmes is to equip learners with the necessary skills to 

complete monthly and annual bookkeeping functions up to trial balance, prepare and analyse financial statements 

and budgets, perform payroll, debtors and creditors clerk functions. Learners will also be equipped with 

comprehensive and practical knowledge of financial accounting, management accounting, cost accounting, personal 

and business taxation, business law and accounting control. 

Target group: 

Persons who are writing the ICB examinations and aspire to become Certified Junior or Senior Bookkeepers or 

Tech nical Financial Accountants and perform basic accounting work. 


Grade 10 


Registration for the first semester opens 1 December 2011 and closes on 22 January 2012 with a two-hour 

examination in May/June. 

Registration for the second semester opens 21 June 2012 and closes on 16 July 2012 with a two-hour 

examination in October/November. 



Module: Payroll Module: and Monthly Payroll and SARS Monthly Returns SARS (SCPR01L) Returns - non-credit (SCPR01L) bearing - non-credit bearing 


NB: This SLP NB: Consist This out SLP of Consist the following out of the registered following unit registered standards. unit It is standards. presented It under is presented the auspices under of the the auspices of the 

ICB and only one ICB and exam only takes one place exam for takes all of place the unit for all standards. of the unit standards. 


This skills programme This skills will programme revise the will manual revise monthly the manual bookkeeping monthly bookkeeping function. It will function. introduce It will learners introduce to payroll learners to payroll 

and the Basic and Conditions the Basic of Conditions Employment of Act Employment as well as Act basic business well as basic ethics. business Learners ethics. will be Learners able to will complete be able to complete 

the payroll function the payroll from function the bookkeeping from the bookkeeping perspective. A perspective. learner will A be learner able to will complete be able the to complete SARS payroll the SARS payroll 

returns (EMP201, returns IRP (EMP201, 5/IT3(a), IRP 5/IT3(a), 501). Learners IRP 501). will also Learners be able will to also complete be able the to complete VAT201 return.. the VAT201 return.. 

Recording business Recording financial business transactions financial transactions 

VAT calculations VAT and calculations returns and returns 

Basic conditions Basic of employment 

conditions of employment 

Statutory registrations 

Statutory registrations 

Complete PAYE Complete documents PAYE documents 

Accounting for Accounting payroll for payroll 

Ethics and the Ethics registered and the tax registered practitioner tax practitioner 

Short Course Short in Course the Introduction in the Introduction to Performance to Performance Auditing Auditing (76163) (76163) 

Duration: Six Duration: months Six months NQF Level 5NQF Level 5 Credits: 12 Credits: 12 


The objective The of this objective short course of this is short to present course an is to opportunity present an to opportunity prospective to performance prospective auditors performance and people auditors and people 

currently working currently as performance working as and/or performance internal and/or auditors internal to receive auditors training to receive to enable training them to to enable conduct them a to conduct a 

performance audit. performance audit. 


People working People in the working field of performance in the field of auditing performance without auditing any formal without academic any formal training academic in performance training in performance 

auditing. auditing. 

People who want People to refresh who want theirs to skills refresh in theirs field skills of performance in the field of auditing. performance auditing. 

People who are People interested who are in obtaining interested the in obtaining skills to conduct the skills a performance to conduct a audit performance audit 


Senior Certificate Senior an Certificate equivalent or an NQF equivalent level 4 qualification NQF level 4 qualification 


Registration for Registration the first semester for the first opens semester 1 to 11 opens December 1 to 2011 December and 5 to 2011 28 January and 5 to 2012 28 January with a two-hour 2012 with a two-hour 






21

Module: Introduction to Performance Auditing (SCPA01T) - 12 Credits 

Content: 

Topic 1 – Theoretical concepts underlying performance auditing 

After completing this topic, learners should be able to define performance auditing and understand why 

performance auditing is necessary as well as the advantages and characteristics of performing a performance 

audit. 

Topic 2 – Scope and objectives of a performance audit 

After completing this topic, learners should be able to understand principles underlying performance auditing 

and the scope, objectives of a performance audit of the procurement process. 

Topic 3 – Economy, effectiveness and efficiency 

After completing this topic, learners should be able to understand the theory and practical aspects of economy, 

efficiency and effectiveness of procurement processes. 

Topic 4 – Pre-engagement and planning phase of a performance audit 

After completing this topic, learners should be able to list and understand the various steps within the preengagement 

and planning phase of a performance audit and be able to apply these steps in practice. 

Topic 5 – Executing a performance audit 

After completing this topic, learners should be able to list and understand the various steps within the 

execution phase of a performance audit of the procurement process and be able to apply these steps in 

practice. Learners should also be able to understand the requirements for audit evidence and the methods for 

collecting audit evidence. 

Topic 6 – Reporting and follow-up phase of the performance audit 

After completing this topic, learners should be able to list and understand the various steps within the reporting 

and follow-up phase of a performance audit and be able to apply these steps in practice. 

Topic 7 – Audit working papers and layout of the audit file 

After completing this topic, learners should be able to understand the importance, the essential elements and 

other requirements of working papers as well as the layout of the audit file. 

Topic 8 – Demonstration of the various phases of a performance audit using a case study 

This topic explains the steps in the various phases of a performance audit using a case study. This practical case 

study will enable learners to understand the performance audit process. 

Short Course in the Introduction to the Internal Audit Process (76651) 


Purpose: 

The objective of this short course is to present an opportunity for prospective internal auditors and people 

currently working as internal auditors to receive training to enable them to conduct a basic internal audit. 

Target group: 

 

 

 

People working in the field of internal auditing without any formal academic training in internal auditing or the 

internal audit process. 

People who want to refresh theirs skills in the field of internal auditing. 

People who are interested in obtaining the skills to conduct a basic internal audit. 






First semester: First 1 to semester: 11 December 1 to 2011 December and 5 to 2011 28 January and 5 to 2012 28 January with a two-hour 2012 with examination a two-hour in examination May/June. in May/June. 

Registration for Registration the second for semester the second opens semester 2 May and opens closes 2 May on and 15 July closes 2012 on with 15 July a two-hour 2012 with examination a two-hour in examination in 

October/November. October/November. 

Module: An Module: Introduction An Introduction to the Internal to the Audit Internal Process Audit (SCIAP01) Process - 12 (SCIAP01) Credits - 12 Credits 


Topic 1 – Basic Topic concepts 1 – Basic of internal concepts auditing of internal auditing 

After completing After this completing topic, learners this topic, should learners be able should to define be able internal to define auditing internal and understand auditing and why understand internal why internal 

auditing is necessary auditing as is well necessary as the as advantages well as the and advantages characteristics and characteristics of performing of an performing internal audit. an internal audit. 

Topic 2 – Type Topic of engagements 2 – Type of engagements and business and processes business processes 

After completing After this completing topic, learners this topic, should learners be able should to understand be able to the understand different types the different of audit types engagements of audit engagements 

and business processes and business and processes be able to and define be able the to scope define and the objectives scope and of an objectives internal of audit an internal of a financial audit systems of a financial systems 

audit. audit. 

Topic 3 – Business Topic 3 risks – Business and controls risks and controls 

After completing After this completing topic, learners this topic, should learners be able should to understand be able to the understand theory and the practical theory aspects and practical of business aspects of business 

risks, risk and risks, controls risk and the controls effect and thereof effect on the thereof internal on audit the internal process. audit process. 

Topic 4 – Planning Topic 4 the – Planning internal audit the internal audit 

After completing After this completing topic, learners this topic, should learners be able should to list be and able understand to list and the understand various steps the various within the steps preengagement 

and engagement planning and phase planning of internal phase of audit an internal and be able audit to and apply be able these to steps apply in these practice. steps in practice. 

within the pre- 

Topic 5 – Performing Topic 5 – the Performing audit engagement the audit engagement 

After completing After this completing topic, learners this topic, should learners be able should to list be and able understand to list and the understand various steps the various within the steps within the 

execution phase execution of an internal phase of audit an internal of a financial audit system of a financial and be system able to and apply be able these to steps apply in these practice. steps Learners in practice. Learners 

should also be should able to also understand be able to the understand requirements the requirements for audit evidence for audit and evidence the methods and for the collecting methods for audit collecting audit 

evidence. evidence. 

Topic 6 – Draft Topic an 6 internal – Draft audit an internal reportaudit report 

After completing After this completing topic, learners this topic, should learners be able should to list be and able understand to list and the understand various steps the various within the steps within the 

reporting phase reporting of an internal phase of audit an internal and be able audit to and apply be able these to steps apply in these practice. steps Learners in practice. should Learners also be should able also be able 

to understand to the understand importance, the the importance, essential elements the essential and elements other requirements and other requirements of working papers of working as well papers as the as well as the 

layout of the audit layout file. of the audit file. 

Topic 7 - Follow-up Topic 7 - Follow-up 

After completing After this completing topic, learners this topic, should learners be able should to list be and able understand to list and the understand importance the and importance requirements and requirements of 

of 

the follow-up the phase follow-up of an internal phase of audit an internal and be able audit to and apply be able these to steps apply in these practice. steps in practice. 


23

Short Course in the Professional Practice Framework for Internal Auditors 

(70831) 

Duration: Three months NQF Level 5 Credits: 12 

Purpose: 

The objective of this short course is to present an opportunity for prospective internal auditors and people currently 

working as internal auditors to receive training to enable them to comply with the requirements of the Institute of 

Internal Auditor’s Professional Practice Framework. 

Target group: 

 

 

 

 

People working in internal auditing or forensic auditing, and who are not proficient in complying with all the 

requirements of the Professional Practice Framework. 

Members of Audit Committees who are not qualified internal auditors. 

People who want to re skill into the field of internal auditing. 

Internal auditors in the public sector who are compelled by law to comply with the Standards for the 

Professional Practice of Internal Auditing. 


Senior Certificate or an equivalent NQF level 4 qualification 


First semester opens 1 to 11 December 2011 and 5 to 28 January 2012 with a two-hour examination in May/ 

June. 

Module: The Professional Practice Framework for Internal Auditors (PPFC01B) - 12 Credits 

Content: 

Topic 1 - Elements surrounding the definition of Internal Auditing 

After completing this topic, learners should be able to interpret the implications of the definition of internal 

auditing for internal auditors and be able to apply that knowledge in practice at the level of a junior internal 

auditor. 

Topic 2 - Code of Ethics of Internal Auditors 

After completing this topic, learners should be able to apply the requirements of the Code of Ethics to evaluate 

the acceptability of the conduct of junior internal auditors in practical situations. 

Topic 3 - Standards for the Professional Practice of Internal Auditing 

After completing this topic, learners should be able to apply the requirements of the International Standards for 

the Professional Practice of Internal Auditing in basic practical internal audit scenarios. 

Course in Accounting for School Governance (72192) 


Language: Study material will be in English. 

Students may, however, communicate and 

answer the assignments and examination in 

either English or Afrikaans. 

Purpose: 

The objective of this course is to equip students with a practical knowledge of accounting which will enable them to 

use basic standard accounting techniques to account for the various events that occur in South Africa schools in order 

to improve the general governance of the school. 




Administrative Administrative staff dealing with staff the dealing accounting with the aspects accounting of a school, aspects school of a school, principals, school members principals, of governing members of governing 

bodies of schools, bodies parents, of schools, educators, parents, member educators, of local member communities of local and communities staff at educational and staff at departments educational who departments who 

have an interest have in education an interest and in education governance and in governance schools and in who schools may and want who to obtain may want a formal to obtain background a formal to background to 

accounting procedures accounting for procedures governing for school governing finances school or school finances fund or raising school and fund spending raising and activities. spending activities. 




The course commences The course in commences February 2012. in February The closing 2012. date The for closing registrations date for is registrations 31 January 2012. is 31 January 2012. 

Module: Accounting Module: for Accounting School Governance for School Governance (ACSG016) - (ACSG016) 24 Credits - 24 Credits 


Topic A Bookkeeping Topic A Bookkeeping and business documents and business documents 

Study unit 1:School Study unit governance 1:School governance 

Study unit 2:The Study nature unit 2:The and purpose nature of and accounting purpose of accounting 

Study unit 3:The Study accounting unit 3:The equation accounting equation 

Study unit 4:Business Study unit documents: 4:Business Cash documents: transactions Cash transactions 

Study unit 5:The Study recording unit 5:The of cash recording transactions of cash transactions 

Study unit 6:Credit Study transactions 

unit 6:Credit transactions 

Topic B The application Topic B The of application bookkeeping of bookkeeping systems systems 

Study unit 7:Inventory Study unit systems 7:Inventory systems 

Study unit 8:Bank Study reconciliation 

unit 8:Bank reconciliation 

Study unit 9: Trial Study balance unit 9: Trial balance 

Study unit 10: Study Final unit accounts 10: Final accounts 

Topic CInternal Topic control CInternal and budgets control and budgets 

Study unit 11:Internal Study unit control 11:Internal control 

Study unit 12:Budgets Study unit 12:Budgets 

Course in Course Administration Administration of Estates of (70874) Estates (70874) 

Credits: 30 Credits: 30 

Duration: One Duration: year One year NQF Level 6NQF Level 6 

Language: English Language: and Afrikaans English and Afrikaans 


This course covers This course the entire covers field the of entire the administration field of the administration of deceased and of deceased insolvent estates. and insolvent The objective estates. The of the objective of the 

course is to equip course students is to equip with students the knowledge with the required knowledge to enable required them to to enable wind them up both to wind deceased up both and deceased insolvent and insolvent 

estates of individuals estates as of well individuals as insolvent as well estates as insolvent of partnerships, estates of companies partnerships, and companies close corporations. and close The corporations. course is of The course is of 

a practical nature. a practical nature. 


This course will This benefit course tax will consultants, benefit tax employees consultants, of employees accounting, of banking accounting, and legal banking firms and who, legal inter firms alia, who, specialise inter alia, specialise 

in the winding in up the of winding estates and up of specific estates employees and specific at employees the Receiver at of the Revenue Receiver and of the Revenue Master and of the Master High Court. of the High Court. 

Knowledge of Knowledge the determination of the determination of taxable income of taxable will be income to their will advantage. be to their advantage. 



25




The course commences in February 2012. The closing date for registration is 31 January 2012. 

Module: The Administration of Estates (ESTX01M) - 30 Credits 

Content: 

 

 

 

 

Procedure for the administration of an estate and the calculation of estate duty 

Intestate and testate succession, the law of trusts, the matrimonial property regime and estate planning 

Insolvent estates and the winding up process including rehabilitation 

Deceased insolvent estates 

Course in Auditing in an IT Environment (76678) 


Purpose: 

The objective of this course is to present an opportunity for prospective IT auditors and people currently working 

as internal or external auditors to receive training to enable them to conduct a basic IT audit. 

Target group: 

 

 

 

People working in the field of IT auditing without any formal academic training in IT auditing. 

People who want to refresh their skills in the field of IT auditing. 

People who are interested in obtaining the skills to conduct an IT audit. 


Senior Certificate or an equivalent NQF level 4 qualification or appropriate work-based experience of a period six to 

12 months with a confirmation letter from the employer. 



June. 

Module: Introduction to IT Auditing (CAITE01) - 12 Credits 

Content: 

Topic 1 – Basic concepts of IT auditing 

After completing this topic, learners should be able to explain the theoretical concepts underlying IT auditing, 

describe the various stages of the IT audit process and the general principles of auditing in relation to the overall 

audit process. 

Topic 2 – Introduction to computerised information systems (CIS) 

After completing this topic, learners should be able to describe the basic computer environments in terms of the 

organisation’s objectives and requirements, identify the basic components of the IT environment and identify the 

benefits of computerised information systems (CIS). 



Topic 3 – Concepts Topic 3 of – Concepts IT auditingof IT auditing 

After completing After this completing topic, learners this topic, should learners be able should to explain be able the to impact explain of the an IT impact environment of an IT environment the audit process on the audit process 

and discuss the and trends discuss and the developments trends and developments in information in technology information (IT). technology Learners (IT). should Learners be able should to explain be able the to explain the 

role of the auditor role of in the terms auditor of fraud in terms detection of fraud and detection prevention and and prevention describe the and basic describe elements the basic of IT elements outsourcing. of IT outsourcing. 

Topic 4 – The Topic business 4 – The process business and process IT risks and IT risks 

After completing After this completing topic, learners this topic, should learners be able should to discuss be able the to nature discuss and the effect nature of risk, and computer effect of risk, risks computer and risks and 

exposures, the exposures, different types the different of risks and types explain of risks the and concept explain of the risk concept management. of risk management. Learners should Learners be able should to be able to 

identify and discuss identify the and different discuss risk the factors, different explain risk factors, risk-based explain auditing risk-based and list auditing the objectives and list the of a objectives risk-based of audit a risk-based audit 

and to discuss and the to elements discuss of the risk elements analysis. of risk analysis. 

Topic 5 – Controls Topic 5 in – an Controls IT environment in an IT environment 

After completing After this completing topic, learners this topic, should learners be able should to define be able and to describe define control and describe activities, control internal activities, control internal and control and 

control objectives control within objectives a CIS environment, within a CIS describe environment, and evaluate describe general and evaluate controls general and application controls and controls. application controls. 

Learners should Learners be able should to define be able and to formulate define and tests formulate of controls tests and of discuss controls IT and governance. discuss IT governance. 

Topic 6 – System Topic development 6 – System development controls controls 

After completing After this completing topic, learners this topic, should learners be able should to discuss be able the to events discuss that the lead events to computer that lead system to computer failures, system failures, 

describe system describe development system exposures development and exposures controls. and controls. 

Learners should Learners be able should to discuss be able the to systems discuss development the systems life development cycle control life and cycle explain control the and auditor’s explain role the in auditor’s role in 

software development. software development. 

Module: Conducting Module: a Conducting Basic It Audit a Basic (CAITE02) It Audit - 12 (CAITE02) Credits - 12 Credits 


Topic 1 – Plan Topic and 1 develop – Plan and IT develop audit programme 

an IT audit programme 

After completing After this completing topic, learners this topic, should learners be able should to explain be able the to basic explain concepts the basic of the concepts audit process of the in audit terms process of in terms of 

the conduct of the an conduct IT audit of engagement; an IT audit also engagement; to understand also to how understand the audit how programme the audit is programme prepared, developed is prepared, and developed and 

recorded to address recorded the to audit address objectives the audit established objectives during established a risk assessment. during a risk Learners assessment. should Learners be able should to describe 

able to describe 

and apply the and framework apply the of framework the audit strategy of the audit in a CIS strategy environment. in a CIS environment. 

Topic 2 – Formulate Topic 2 – and Formulate perform and IT audit perform procedures IT audit procedures 

After completing After this completing topic, learners this topic, should learners be able should to understand be able to the understand basic concepts the basic of audit concepts evidence, of audit internal evidence, internal 

control, risk and control, risk assessment risk and risk procedures assessment and procedures where it fit and into where the audit fit into process. the audit Learners process. should Learners be able should to be able to 

understand the understand general concepts the general of tests concepts of control, of tests substantive of control, procedures, substantive audit procedures, sampling audit and sampling the purpose and and the purpose and 

essential elements essential of audit elements working of audit papers. working papers. 

Topic 3 – Finalise Topic the 3 – IT Finalise audit process the IT audit process 

After completing After this completing topic, learners this topic, should learners be able should to understand be able to the understand general concepts the general of the concepts finalisation of the and finalisation and 

reporting phases reporting of the phases IT audit of and the the IT audit procedures and the to procedures be followed to during be followed each phase. during each phase. 

Topic 4 – Auditing Topic 4 new – Auditing IT systems new and IT systems developments and developments 

After completing After this completing topic, learners this topic, should learners be able should to know be and able understand to know and the understand risks related the with risks new related or with new or 

developed IT systems developed and IT be systems able to and identify be able potential to identify risks potential in a given risks scenario, in a given explain scenario, the organisational 

explain the organisational 

objectives, risks objectives, and controls risks relating and controls to IT systems relating to that IT are systems developed that are in-house developed or purchased in-house externally. or purchased Learners externally. Learners 

should be able should to understand be able to and understand apply the and step-by-step apply the approach step-by-step relating approach to the relating audit of to the the system audit of development the system development 

process. process. 

Topic 5 – Evaluate Topic 5 the – Evaluate business the continuity business and continuity disaster and recovery disaster process recovery process 

After completing After this completing topic, learners this topic, should learners be able should to explain be able the to objectives explain the of business objectives continuity of business terms continuity of in terms of 

organisational organisational goals, the theoretical goals, the concepts theoretical underlying concepts key underlying aspects of key business aspects continuity of business the continuity context in of the IT context of IT 

auditing; and apply auditing; the and basic apply principles the basic of a principles disaster recovery of a disaster plan recovery and process. plan and process. 



27

Module: Auditing Advanced IT Systems (CAITE03) - 12 Credits 

Content: 

Topic 1 – Development, testing and implementation of computer assisted auditing techniques (CAATs) 

After completing this topic, learners should be able understand the theoretical concepts underlying CAATTs, uses 

of CAATTs with regard to the conduct of an IT audit as well as the factors that need to be considered in applying 

CAATTs in relation to the IT audit process. 

Topic 2 – Auditing advanced IT systems and applications 

After completing this topic, learners should be able to understand the difference between general and application 

controls and describe test of controls and substantive procedures in advances computerised information systems 

and applications. 

Topic 3 – Auditing security and privacy of information assets 

After completing this topic, learners should be able to understand what information security is and how privacy 

risks in the information system environment should be managed and audited. 

Course in Basic Principles of Financial Statement Analysis and 

Interpretation (70882) 

Credits: 36 

Duration: One year NQF Level 5 

Language: English and Afrikaans 

Purpose 

The purpose of the course is to equip the student with a well-founded knowledge of the following: the nature and contents 

of financial reports and the principles and practices which determine the quality thereof; basic analysis and interpretation of 

financial statements (of private undertakings or local authorities) and reporting thereon; basic principles of cost accounting - 

relevant techniques and applications; basic aspects of financing, financing costs and budgets; reporting and analyses 

Target group: 

Persons who do basic accounting work (such as budgeting and/or budgeting control and analysis of financial and 

other results) in the following sectors: industry, trade, finance and professional services; government departments, 

public office and local governments 


Senior Certificate or an equivalent NQF level 4 qualification or appropriate experience and a basic accounting background 


The course commences in February 2012. Closing date for registration is 28 January 2012. 

Module: Basic Principles of Financial Statement Analysis and Interpretation (FAIN018) - 36 Credits 

Content: 

Section 1: 

 

 

 

 

The nature and contents of financial reports and the principles and practices which determine the quality thereof 

Accounting records: the basis of financial reporting 

The nature, characteristics and composition of assets, liabilities and obligations 

Owner's equity and the form of the enterprise 

Section 2: 

Basic analysis and interpretation of financial statements Risk analysis 

Underlying aspects of analysis and interpretation Growth analysis 

Profitability analysis Cash flow 



Section 3: Section 3: 

 

 

 

 

Basic principles Basic of cost principles accounting of cost - relevant accounting techniques - relevant and techniques applications and applications 

Cost concepts Cost and the concepts nature and of costs the nature of costs 

Manufacturing Manufacturing costs costs 

Standard cost Standard accounting cost accounting 

Section 4: Section 4: 

 

 

 

 

Basic aspects of Basic financing, aspects financing of financing, costs financing and budgets costs and budgets 

The cost of capital The cost and of the capital factors and that the determine factors that the determine requirements the requirements for capital for capital 

Budgets of trading Budgets organisations of trading organisations 

Budgets of manufacturing Budgets of manufacturing organisations organisations 

Workshop Workshop in Business Business Literacy (76457) Literacy (76457) 



The objective of The these objective short of courses, these short courses courses, and programmes courses and is programmes to equip learners is to equip with the learners necessary with the skills necessary to skills to 

complete monthly complete and annual monthly bookkeeping and annual functions bookkeeping up to functions trial balance, up to prepare trial balance, and analyse prepare financial and analyse statements financial and statements and 

budgets, perform budgets, payroll, perform debtors payroll, and creditors debtors clerk and creditors functions. clerk Learners functions. will also Learners be equipped will also with be equipped comprehensive with comprehensive 

and practical knowledge and practical of knowledge financial accounting, of financial management accounting, accounting, management cost accounting, cost personal accounting, and business personal and business 

taxation, business taxation, law and business accounting law and control. accounting control. 




Admission Admission requirements: requirements: Grade 10 Grade 10 





examination in examination October/November in October/November 

Module: Course Module: in Business Course Literacy in Business (CBSL01V) Literacy - non-credit (CBSL01V) bearing - non-credit bearing 


NB: This SLP NB: consist This out SLP of consist the following out of the registered following unit registered standards. unit It standards. is presented It under is presented the auspices under of the the auspices of the 

ICB and only one ICB and exam only takes one place exam for takes all of place unit for standards. all of unit standards. 

This skills programme This skills is programme designed to is equip designed learners to equip with learners basic numerical with basic and numerical communication and communication skills required skills to required to 

operate effectively operate in business. effectively in business. 

Business Literacy: Business the key Literacy: principles the key of principles of Working with Working fractions with and decimal fractions numbers and decimal numbers 

effective business effective communication business communication 

Business Literacy: Business spoken Literacy: communication spoken communication Percentages, ratios, Percentages, proportions ratios, and proportions equationsand equations 

Business Literacy: Business written Literacy: communication written communication Using interest Using rates interest business rates in business 

Business Literacy: Business work Literacy: readiness work readiness Measure, analyse Measure, and communicate analyse and communicate workplace data workplace data 

Working with Working numbers: with an introduction numbers: an introduction 


29

Workshop in Computerised Bookkeeping (70920) 


Purpose: 

The primary objective of the course is to prepare students to meet the accounting demands of the information 

age. The course will provide students with a thorough understanding of essential accounting concepts, and teach 

them to apply these concepts in a computerised accounting environment. It will further provide students with 

an understanding of accounting applications commonly used in business, eg general ledger, accounts receivable, 

accounts payable and inventories 

Target group: 

Persons who are writing the ICB examinations and aspire to become Certified Junior or Senior Bookkeepers or 

Technical Financial Accountants and perform basic accounting work. 


Students who want to register for this course should have successfully completed the accounting paper at senior 

certificate level. Those are not in possession of such qualification will be considered for admission based on their 

experience. Students must also have access to a personal computer running Microsoft Windows. The Course in 

Computerised Bookkeeping assumes no previous experience with computers and was developed with continuity, 

simplicity, and practicality in mind. 


The course commences in April 2012. The closing date for registration is 31 March 2012. 

Module: Essential Accounting Concepts (CICB01U) - non-credit bearing 

Content: 

The first study guide covers essential accounting concepts. The objective is to provide students with a 

fundamental understanding of accounting concepts and principles normally encountered in an accounting 

business environment. During this section of the course, students are also taught how to apply these concepts 

and principles in a manual accounting environment. 

Module: Computerised Accounting Concepts (CICB02V) - non-credit bearing 

Content: 

The second study guide covers, step-by-step, the application of the concepts and principles which were 

covered in the first study guide. Pastel accounting software will be used as the vehicle to teach the software 

application skills. This study guide concentrates on general accounting concepts and its application in daily 

practical situations. The approach is to show and not to simply tell. Numerous, carefully designed examples 

will be used to guide students to quickly master the software and to become productive users thereof. 

Examples are based on business problems which students could reasonably be expected to encounter. The 

approach is user-oriented and demonstrates how technology can be used to solve everyday business problems. 


Workshop Workshop in Financial Financial Statements Statements (76465) (76465) 



The objective The of these objective short of courses, these short courses courses, and programmes courses and is programmes to equip learners is to equip with the learners necessary with the skills necessary to skills to 

complete monthly complete and annual monthly bookkeeping and annual functions bookkeeping up to functions trial balance, up to prepare trial balance, and analyse prepare financial and analyse statements financial statements 

and budgets, perform and budgets, payroll, perform debtors payroll, and creditors debtors clerk and creditors functions. clerk Learners functions. will also Learners be equipped will also with be equipped with 

comprehensive comprehensive and practical knowledge and practical of knowledge financial accounting, of financial management accounting, management accounting, cost accounting, cost personal accounting, personal 

and business taxation, and business business taxation, law and business accounting law and control. accounting control. 





Grade 11 or previous Grade 114 or courses previous (SCTB01H, 4 courses SCPR01L, (SCTB01H, CICB02V, SCPR01L, CFST01F) CICB02V, CFST01F) 






Module: Course Module: in Financial Course Statements in Financial (CFST01F) Statements - non-credit (CFST01F) bearing - non-credit bearing 


NB: This SLP NB: consist This out SLP of consist the following out of the registered following unit registered standards. unit It standards. is presented It under is presented the auspices under of the the auspices of the 

ICB and only one ICB and exam only takes one place exam for takes all of place the unit for all standards. of the unit standards. 

This learning area This learning provides area skills provides for the Senior skills for Bookkeeper. the Senior Bookkeeper. It incorporates It depreciable incorporates asset depreciable disposal, asset year-disposalend adjustments, end preparation adjustments, and preparation analysis of and financial analysis statements of financial for statements sole proprietorships, for sole proprietorships, partnerships, partnerships, close close 

year- 

corporations and corporations companies. and It companies. includes a comprehensive It includes a comprehensive study of cash study flow statements. of cash flow statements. 


31

Course in Fundamental Accounting (70866) 

Duration: One year NQF Level 5 Credits: 24 

Purpose: 

The objective of this course is to equip students with a well-founded knowledge of basic accounting. 

After completion of the course students should be able to process and record accounting data, complete books of 

prime entry, post to the ledger(s), do adjustments and closing transfers, and prepare financial statements. Attention 

is also given to value-added tax, budgets, incomplete records and non-profit organisations. 

After you pass the Course in Fundamental Accounting and if you are in possession of a Matriculation Certificate 

with University Exemption, you can apply for exemption from FAC1502 which is part of the BCom degree at 

Unisa. 

Target group: 

Those involved in the accounting functions of any organisation, sole traders and other entrepreneurs. 




First semester: 29 November – 31 January, 

Second semester: 20 June - 15 July 

Module: Introductory bookkeeping and reporting (FUAC02F) - 12 Credits 

Content: 

Study guide for Module 1 

Introductory bookkeeping and reporting 

 

 

 

 

 

 

 

 

 

The nature and function of accounting 

The nature of accounting theory 

The financial position 

The financial result 

The double-entry system 

The accounting process 

Processing accounting data 

Adjustments 

The closing-off procedure, determining profit in a trading concern and preparing financial statements 

NB: Take note that FUAC02F is a prerequisite for FUAC03G. 



Module: Intermediate Module: Intermediate bookkeeping bookkeeping and reporting and (FAUC03G) reporting -(FAUC03G) 12 Credits - 12 Credits 


Study guide Study for Module guide 2 for Module 2 

Introductory Introductory bookkeeping bookkeeping and reporting and reporting 

Cash and cash Cash equivalents and cash equivalents 

Trade and other Trade receivables and other receivables 

Inventory Inventory 

Property, plant Property, and equipment plant and equipment 

Other non-current Other assets non-current and financial assets instruments and financial instruments 

Current liabilities 

Current liabilities 

Non-current liabilities 

Non-current liabilities 

The financial statements of a sole proprietorship 

The financial statements of a sole proprietorship 

The financial statements of a company 

The financial statements of a company 

Non-profit organisations 

Non-profit organisations 

Incomplete records 


Planning and control 

Planning and control 

Course in Course Intermediate in Intermediate Financial Financial Accounting Accounting (70939) (70939) 

Duration: One Duration: year One year NQF Level 5NQF Level 5 Credits: 24 Credits: 24 

Language: English Language: and English and 

Afrikaans The Afrikaans assignments The assignments and and 

examinations examinations may be answered may be in answered in 

English or Afrikaans English or Afrikaans 


This course offers This further course tuition offers further and more tuition advanced and more applications advanced in applications financial accounting financial to accounting candidates to who candidates have a who have a 

reasonable knowledge reasonable of knowledge fundamental of accounting. fundamental accounting. 

This course primarily This course focuses primarily on financial focuses reporting on financial by companies reporting by and companies evaluation and of the evaluation operating of the results operating and the results and the 

financial position financial of business position concerns. of business concerns. 


The broad business The broad environment business environment 



Module: Intermediate Module: Intermediate Financial Accounting Financial (INAC01S) Accounting - 24 (INAC01S) Credits - 24 Credits 


Financial reporting Financial by close reporting corporations, by close companies corporations, and companies partnerships and partnerships 

Analysis and interpretation Analysis and interpretation of financial reports of financial reports 

Budgeting and Budgeting responsibility and accounting responsibility accounting 


33

Course in Mining Taxation (70890) 


Purpose: 

The course covers the vast and complicated area of the legal principles and practices applicable to the taxation of 

mines and related activities. The purpose of the course is to provide students with a solid foundation in mining 

taxation. 

Target group: 

Administrative personnel at mining companies and SARS 




The course will commence in April 2012. Registrations should be received by 30 March 2012. 

Module: Mining Taxation (MNTX01F) - 36 Credits 

Content: 

 

 

 

 

General tax principles 

Mining tax principles 

Mining capital expenditure 

Capita selecta 

Course in Practical Bookkeeping (70904) 


Purpose: 

The objective of this course is to equip students with a practical knowledge of bookkeeping which will enable them 

to do bookkeeping in the environment of any small/medium and large business enterprise. 

Target group: 

All persons who do clerical work and who are involved in the handling of business documents and bookkeeping 

aspects, but have no (or little) bookkeeping knowledge. Persons who run their own business but do not have the 

proper bookkeeping and accounting background. 




The course commences in February 2012. The closing date for registration is 5 February 2012. 



Module: Practical Module: Bookkeeping Practical Bookkeeping (PRAC01W) -(PRAC01W) 24 Credits - 24 Credits 


Topic A: Introduction Topic A: Introduction to Bookkeeping to Bookkeeping 

Study unit 1: Study The nature unit 1: and The purpose nature of and bookkeeping purpose of bookkeeping 

Study unit 2: Study The accounting unit 2: The equation accounting equation 

Study unit 3: Study Business unit documents 3: Business (Part documents 1 - cash (Part transactions) 1 - cash transactions) 

Study unit 4: Study Recording unit 4: of transactions Recording of (Part transactions 1 - cash (Part transactions) 1 - cash transactions) 

Study unit 5: Study Business unit documents 5: Business (Part documents 2 - credit (Part transactions) 2 - credit transactions) 

Study unit 6: Study Recording unit 6: of transactions Recording of (Part transactions 2 - credit (Part transactions) 2 - credit transactions) 

Study unit 7: Study Accounting unit 7: records Accounting of close records corporations of close corporations 

Topic B: Applied Topic Bookkeeping 

B: Applied Bookkeeping 

Study unit 8: Study Inventory unit 8: systems Inventory systems 

Study unit 9: Study Bank unit reconciliation 9: Bank reconciliation 

Study unit 10: Study Trial unit balance 10: Trial balance 

Study unit 11: Study Final unit accounts 11: Final accounts 

Topic C: Internal Topic Control C: Internal and Control Budgetsand Budgets 

Study unit 12: Study Internal unit control 12: Internal control 

Study unit 13: Study Budgets unit 13: Budgets 

Study unit 14: Study Controlling unit 14: of Controlling budgets of budgets 

Topic D: Introduction Topic D: Introduction to Taxation to Taxation 

Study unit 15: Study Basic unit principles 15: Basic of income principles tax of income tax 

Study unit 16: Study Pay-as-you-earn unit 16: Pay-as-you-earn system system 

Study unit 17: Study Value-added unit 17: tax Value-added (VAT) tax (VAT) 

Topic E: General Topic Aspects E: General of Interest Aspects to of the Interest Bookkeeper to the Bookkeeper 

Study unit 18: Study Compensation unit 18: Compensation fund fund 

Study unit 19: Study The unit unemployment 19: The unemployment insurance fund insurance fund 

Study unit 20: Study Payroll unit Accounting 20: Payroll Accounting 

Course in Course Practical in Municipal Practical Municipal Accounting Accounting (75450) (75450) 



To provide competencies To provide competencies (knowledge, skills (knowledge, and values) skills to and municipal values) financial to municipal staff financial respect staff of legislative in respect of legislative 

requirements, requirements, financial and accounting financial and principles, accounting key principles, operating key activities operating and efficiency, activities and as well efficiency, as the as accounting well as the accounting 

process up to process the presentation up to the of presentation annual financial of annual statements financial statements 


The target audience The target for this audience course for are this people course who are are people municipal who are financial municipal officials financial South officials Africa in and/or South Africa interested and/or interested 

in municipal finance municipal and accounting. finance and Students accounting. must Students have access must to have a computer access to and a computer e-mail. and e-mail. 




First semester: First 1 December semester: 2011 1 December – 28 January 20112012 

– 28 January 2012 

Second semester: Second 1 May semester: 2012 – 115 May July 2012 – 15 July 2012 

continue to next continue page to next page 


35

Module: Practical Municipal Accounting Module 1 (MUFA01C) - 12 Credits 

Content: 

Legislative framework for municipal accounting 

Municipal accounting principles and practices 

The budgeting process (Operating and Capital) 

Budgetary control 

The accounting process 

Cash flow management 

Supply chain management 

Module: Practical Municipal Accounting Module 2 (MUFA02D) - 15 Credits 

Content: 

 

 

 

 

 

 

 

 

Income and expenditure transactions 

Capital transactions 

The trail balance 

Year end adjustment entries 

Statement of financial performance (income statement) 

Statement of financial position (balance sheet) 

Cash flow statement 

Notes to the financial statements analysis and interpretation of financial statements 

Course in Risk-Based Internal Auditing (7666X) 


Purpose: 

The objective of this course is to present an opportunity for prospective internal auditors and people currently 

working as internal auditors to receive training to enable them to conduct a basic risk-based internal audit. 

Target group: 

 

 

 

People working in the field of risk-based internal auditing without any formal academic training in risk-based 

internal auditing or internal auditing. 

People who want to refresh theirs skills in the field of risk-based internal auditing. 

People who are interested in obtaining the skills to conduct a risk-based internal audit. 





June. 

Registration for the second semester opens 2 May 2012 and closes on 15 July 2012 with a two-hour examination 

in October/November. 



Module: Risk-Based Module: Internal Risk-Based Auditing: Internal An Auditing: Introduction An Introduction (CRBIA01) - 12 (CRBIA01) Credits - 12 Credits 


Topic 1 – Theoretical Topic 1 – concepts Theoretical underlying concepts risk-based underlying internal risk-based auditing internal auditing 

After completing After this completing topic, learners this topic, should learners be able should to define be able risk and to define risk-based and internal risk-based auditing internal and understand auditing and understand 

why risk-based why internal risk-based auditing internal is necessary auditing as is well necessary as the as advantages well as the and advantages characteristics and characteristics of performing of a riskbased 

internal based audit. internal audit. 

performing a risk- 

Topic 2 – Risk Topic management 2 – Risk management and the role and of internal the role audit of internal audit 

After completing After this completing topic, learners this topic, should learners be able should to understand be able to principles understand underlying principles risk underlying management risk management and the and the 

role of internal role audit of internal the risk audit management in the risk management process and the process risk-based and the internal risk-based audit. internal audit. 

Topic 3 – Identifying Topic 3 – and Identifying evaluating and risks evaluating risks 

After completing After this completing topic, learners this topic, should learners be able should to understand be able to the understand theory and the practical theory aspects and practical of identifying aspects of identifying 

and evaluating and risks evaluating as well as risks the as consequence well as the and consequence likelihood and as elements likelihood of as risk elements identification of risk and identification evaluation and of evaluation of 

risks to determine risks the to determine focus areas the of focus the audit. areas of the audit. 

Module: Implementing Module: Implementing Risk-Based Internal Risk-Based Auditing Internal (CRBIA02) Auditing - 12 (CRBIA02) Credits - 12 Credits 


Module 2 Module 2 

Topic 4 – A basic Topic risk-based 4 – A basic internal risk-based audit internal plan audit plan 

After completing After this completing topic, learners this topic, should learners be able should to list be and able understand to list and the understand various steps the within various the steps preengagement 

and engagement planning phase and planning of a risk-based phase of internal a risk-based audit and internal be able audit to and apply be these able to steps apply in these practice. steps in practice. 

within the pre- 

Topic 5 – Fieldwork Topic 5 – and Fieldwork reporting and phase reporting of the phase risk-based of the internal risk-based audit internal audit 

After completing After this completing topic, learners this topic, should learners be able should to list be and able understand to list and the understand various steps the within various the steps fieldwork within the fieldwork 

phase of a risk-based phase of internal a risk-based audit and internal be able audit to and apply be these able to steps apply in these practice. steps Learners in practice. should Learners also be should able to also be able to 

understand the understand requirements the requirements for audit evidence for audit and the evidence methods and for the collecting methods audit for collecting evidence. audit Learners evidence. should Learners be should be 

able to list and able understand to list and the understand various steps the within various the steps reporting within the and reporting follow-up and phase follow-up of a risk-based phase of internal a risk-based audit internal audit 

and the essential and elements the essential and elements other requirements and other requirements of working papers of working as well papers as the as layout well of as the audit layout file. of the audit file. 

Topic 6 – Impact Topic of 6 risk-based – Impact of internal risk-based auditing internal auditing 

After completing After this completing topic, learner this should topic, learner be able should to explain be able the to relationship explain the between relationship internal between audit and internal audit and 

management management in terms of the in risk terms management of the risk management process and discuss process the and effect discuss and the impact effect of and risk-based impact internal of risk-based internal 

auditing in terms auditing of the in changing terms of role the changing of the internal role of auditor the internal an organisation auditor in an and organisation describe the and benefits describe derived the benefits derived 

from a risk-based from internal a risk-based audit approach. internal audit approach. 

Course in Course Taxation in Taxation (70971) (70971) 

Duration: Two Duration: semesters. Two semesters. 

It is however It possible is however to pass possible both to pass both NQF Level 6NQF Level 6 Credits: 24 Credits: 24 

modules in one modules semester in one semester 


The course covers The course the entire covers field the of entire taxation, field excluding of taxation, certain excluding specialised certain areas specialised and will areas enable and students will enable to students to 

calculate the tax calculate of individuals the tax including of individuals farmers, including partnerships, farmers, sole partnerships, traders as sole well traders as the as taxation well as of the companies, taxation of companies, 

close corporations close and corporations trusts. This and course trusts. is This aimed course at beginners is aimed as at well beginners as students as well who as students only need who to update only need their to update their 

knowledge in knowledge the discipline in of the Taxation. discipline of Taxation. 


Partners in partnership, Partners in farmers partnership, and persons farmers involved and persons in smaller involved businesses smaller with businesses a more formal with a business more formal structure business structure 

such as a close such corporation as a close or corporation company people or company in employment, people in the employment, holders of the public holders office of (e.g. public SARS), office and (e.g. sole SARS), and sole 

traders will find traders this course will find very this beneficial course very for personal beneficial and for business personal purposes. and business purposes. 



37


Senior Certificate or an equivalent NQF level 4 qualification or appropriate experience in taxation 


The course commences in January 2012 (first semester) and July 2012 (second semester). Registrations should be 

received on or before 21 January 2012 and 15 July 2012 (second semester). 

Module: The Taxation of Business Income (CTAX11T) - 12 Credits 

Content: 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Gross income 

Special inclusions of gross income 

Exempt income 

The general deduction formula 

Foreign income 

Specific deductions 

Expenditure and allowances relating to capital assets 

Capital gains tax 

Partnerships 

Taxation of companies and close corporations 

Taxation of trusts 

Tax avoidance and evasion 

Administrative procedures 

Value-added tax (VAT) 

Module: The Taxation of Individuals (CTAX12U) - 12 Credits 

Content: 

 

 

 

 

 

 

 

 

 

 

 

Gross income 

Exempt income 

General deduction formula 

Fringe benefits 

Non-residents 

Retirement benefits 

Farming income 

Sole traders 

Donations tax 

Prepaid taxes 

Capital gains tax for individuals 


Course in Course Value Added in Value Tax Added (70912) Tax (70912) 

Duration: Ten Duration: months Ten months NQF Level 6NQF Level 6 Credits: 24 Credits: 24 


The objective The of the objective course was of the designed course was to teach designed students to teach the principles students the of Value-Added principles of Tax Value-Added in a practical Tax way. in a practical It way. It 

covers the entire covers field the of entire VAT and field concentrates of VAT and concentrates the calculation the and calculation recording and of VAT recording transactions of VAT transactions 


The course is The suitable course for: is suitable for: 

Employees of Employees SARS of SARS 

People in smaller People businesses smaller with businesses a more formal with a business more formal structure business such structure as a close such corporation as a close or corporation company or company 

Persons involved Persons in VAT involved audits and in VAT investigations audits and investigations 

Persons involved Persons in VAT involved matters in in VAT public matters practice in public practice 

Persons who want Persons to further who want their to studies further in their studies field of taxation in the field of taxation 




The course commences The course in commences March 2012. in Registrations March 2012. should Registrations be received should by be 26 received February by 2012. 26 February 2012. 



Study Guide Study 1: Guide 1: 

Introduction Introduction 

Registration and Registration tax periods and tax periods 

Accounting basis 

Accounting basis 

Supplies of goods Supplies and services of goods and services 

Exempt supplies Exempt supplies 

Tax invoices and Tax other invoices documentation 

and other documentation 

The VAT return The VAT return 

Zero-rated supplies Zero-rated of services supplies of services 

Input tax Input tax 


Time and value Time of supplies and value of supplies 

Importation of Importation goods and services of goods and services 

Exports of goods 

Exports of goods 

Deemed supply Deemed of goods supply and services of goods and services 

Adjustments for Adjustments change in use for change in use 

Other zero-rated Other supplies zero-rated supplies 


 

 

 

 

 

 

 

 

Fixed property Fixed transactions property transactions 

Deceased and Deceased insolvent estates and insolvent estates 

Insolvent estates Insolvent estates 

The agricultural The sector agricultural sector 

Financial services Financial services 

Administration Administration matters matters 

Anti-avoidance Anti-avoidance 

Interest and penalties Interest and penalties 


39

Course in the Introduction to Computerised Bookkeeping (72648) 

Duration: Six months (or One semester) NQF Level 5 Credits: 12 

Purpose: 






Target group: 

Persons who aspire to become junior or senior bookkeepers and p erform basic accounting work. 


Grade 10 


Registration for the first semester opens 1 December 2011 and closes on 22 January 2012 with a two-hour 

examination in May/June. 

Registration for the second semester opens 21 June 2012 and closes on 16 July 2012 with a two-hour 

examination in October/November. 

Module: Produce Spreadsheets using Accounting Related Information Technology (CICB02V) - 12 

Credits 

Content: 

NB: This SLP consist out of the following registered unit standards. It is presented under the auspices of the 

ICB and only one exam takes place for all of the unit standards. 

It is essential that Bookkeeper be able to complete the monthly bookkeeping function on a computer. Learner 

must demonstrate this competence in Microsoft Office and a Computerised Accounting Package. 

Advanced Course in Value Added Tax (70963) 

Duration: 20 months NQF Level 8 Credits: 36 

Purpose: 

The Advanced Course in Value-Added Tax is aimed at students who need a solid foundation and in-depth 

knowledge of the legal principles of value-added tax. Classified on the same level as an honours degree, the 

programme will enable students to provide advanced value-added tax planning and to give professional advice to 

clients. 

Target group: 

Persons involved in accounting and/or auditing practices; tax consultants; legal practitioners; public officers of 

companies; lecturers at universities, Technikons or similar institutions; persons with a good working and theoretical 

knowledge of VAT who want to specialise; persons with a sound knowledge of income tax; South African Revenue 

Services and Master of the Supreme Court employees. 


An applicable Bachelor’s Degree with VAT as part of their studies; OR a law degree; OR a completed the Course in 

VAT (VATX013) offered by the Centre for Accounting Studies 


06 December 2011 to 31 January 2012 The course commences in February 2012 





Study Guide Study 1: Interpretation Guide 1: Interpretation of fiscal legislation: of fiscal legislation: 

Interpretation Interpretation of fiscal legislation of fiscal legislation 

Imposition of VAT Imposition of VAT 

Input tax Input tax 

Registration requirements 

Registration requirements 

Study Guide Study 2: Supplies: Guide 2: Supplies: 

Supply of goods Supply and services of goods and services 

Deemed supplies Deemed supplies 

Time of supply Time of supply 

Value of supply Value of supply 

Zero rated supplies 

Zero rated supplies 

Exempt supplies Exempt supplies 

Study Guide Study 3: General Guide requirements 3: General requirements and procedures: and procedures: 

Imported goods Imported and services goods and services 

Accounting and Accounting documentation and documentation 

Adjustments Adjustments 

Payment and recovery Payment of and VAT recovery of VAT 

Administration Administration 

Objection and Objection appeals and appeals 

Study Guide Study 4: Specialised Guide 4: enterprises: 

Specialised enterprises: 

Agents and auctioneers Agents and auctioneers 

Property transactions Property transactions 

Unincorporated Unincorporated bodies bodies 

Association not Association for gain not for gain 

Welfare organisations Welfare organisations 

Diplomats 

Diplomats 

Pre-incorporated Pre-incorporated transactions transactions 

The Act, Case The Law Act, and Case SARS Law Practice and SARS Notes Practice will be covered Notes will as be well covered as VAT as planning well as VAT planning 

Study Guide: Study Educational Guide: institutions Educational (not institutions examined) (not Research examined) projects Research projects 

Public and Local Public Authorities and Local Authorities 

Short-term insurance 

Short-term insurance 

Financial institutions Financial institutions 

Estates and insolvencies 

Estates and insolvencies 

Share block companies Share block companies 

Betting transactions Betting transactions 



41

Module: Value Added Tax (Practical Research Project) (ADVT128) - 12 Creditss 

Content: 

A practical research project which afford a student the opportunity to do research in a specialised field in VAT 

and to stimulate research in the discipline of taxation. The research project should: 

 

 

 

Have a bearing on VAT 

Be of an original nature, e.g. clarify an issue and/or contribute to a better understanding thereof and/or 

breaking new ground in the particular field. Accordingly, it should not merely cover a conventional topic that is 

dealt with in a textbook. 

Be viable, both as regards the research method and the availability of information 

Advanced Course in Taxpayers Rights (76760) 

Duration: Six months (or One semester) NQF Level 8 Credits: 24 

Purpose: 

The Advanced Course in Taxpayers’ Rights will provide the student with an advanced knowledge of the 

Constitutional principles as applied to taxpayers to enable such people to operate effectively in business. 

Target group: 

Persons involved in accounting and/or auditing practices, tax consultants, public officers of companies, Inland 

Revenue officials and legal practitioners. 


The course commences in January 2012. 06 December 2011 to 15 January 2012. Second intake is in July 2012 

closing date for registration is 15 July 2012. 

Module: Advanced Course: Taxpayer’s rights (ACTR01F) - 24 Credits 

Content: 

NB: This SLP consist out of the following registered unit standards. It is presented under the auspices of the 

ICB and only one exam takes place for all of the unit standards. 

It is essential that Bookkeeper be able to complete the monthly bookkeeping function on a computer. Learner 

must demonstrate this competence in Microsoft Office and a Computerised Accounting Package. 

Module: Advanced Course: Taxpayer’s rights (ACTR01F) - 24 Credits 

Content: 

 

 

 

 

 

 

 

 

 

Interpretation of the Income Tax Act – purposive approach; 

Constitutional rights: 

Bill of Rights; 

Interpretation of the Bill of Rights; 

Limitations; 

Equality; 

Human dignity; 

Privacy; 

Property; 


Just Administration; Just Administration; 

Access to Information; 

Access to Information; 

Access to Courts; Access andto Courts; and 

Reverse onus Reverse of proof. onus of proof. 

Punishment of Punishment defaulting of tax defaulting payers; tax payers; 

Legislative and Legislative common and law offences; common law offences; 

Role of the 

 

special 

Role 

court; 

of the special court; 

General meaning 

General 

of extenuating 

meaning of 

circumstances. 

extenuating circumstances. 

Use of professional advisors and staff as a defence; 

Use of professional advisors and staff as a defence; 

Personal circumstances of the tax payer as a defence; and 

Personal circumstances of the tax payer as a defence; and 

Miscellaneous defences 

Miscellaneous defences 

CIS Programme CIS Programme 1 (71684) 1 (71684) 

Duration: Minimum Duration: of Minimum one year if of all one seven year modules if all seven are modules successfully are successfully 

NQF Level 5NQF Level Credits: 5 84 Credits: 84 

completed (A completed & B can’t (A be & registered B can’t be at registered the same at time) the same time) 


“… to ensure a “… constant to ensure supply a constant of qualified supply people of qualified with appropriate people with knowledge appropriate and knowledge skills in business and skills management in business management 

and administration and administration to meet the demands to meet of the the demands new South of the Africa new …” South is the Africa mission …” is of the mission Institute of of the Chartered Institute of Chartered 

Secretaries and Secretaries Administrators and Administrators (ICSA). (ICSA). 

Being an examining Being an body examining only, this body Institute only, has this collaborated Institute has with collaborated the Centre with for the Accounting Centre for Studies Accounting to present Studies to present 

and examine its and courses examine on its a distance courses education a distance basis education – allowing basis students – allowing to complete students their to complete CIS Programme their CIS 1, Programme CIS 1, CIS 

Programme 2 Programme and CIS Programme 2 and CIS 3 Programme studies. 3 studies. 

The CIS qualification The CIS is qualification a professional is a qualification professional which qualification is recognised which internationally. is recognised internationally. Unisa offers students Unisa offers the students the 

opportunity to opportunity complete the to first complete three the levels first of three the IQC levels (International of the IQC (International Qualification Scheme) Qualification CIS Management 

Scheme) CIS Management 

Programme. The Programme. International The Qualifying International Board Qualifying Exam, which Board covers Exam, the which Fellow covers CIBM the level, Fellow is CIBM dealt with level, through is dealt with through 

the ICSA directly. the ICSA directly. 


Persons who aspire Persons to who become aspire a member to become of the a member Institute of of the Chartered Institute Secretaries of Chartered and Secretaries Administrators and Administrators (ICSA) (ICSA) 

on successful completion on successful of completion these programmes of these & programmes act in a secretarial & act in capacity a secretarial (submit capacity company (submit returns, company perform returns, perform 

certain financial certain functions financial & insure functions that legal & insure requirements that legal requirements are adhere to) are on adhere behalf of to) a on company. behalf of a company. 


Senior Certificate Senior an Certificate equivalent or an NQF equivalent level 4qualification NQF level 4qualification with a numerate with subject a numerate (e.g. mathematics, subject (e.g. mathematics, accountancy accountancy 

or science) on or that science) level on that level 


Two registration Two periods registration per annum: periods 15 per November annum: 15 to November 31 January to (studies 31 January commence (studies in commence January); 15 in May January); to 3015 May to 30 

June (studies commence June (studies in commence July) in July) 



43

Module: Management Information Systems (2nd Semester) (PCIS118/129) - 24 Credits 

Content: 

Information systems in perspective 

Technology: hardware, software 

Organising information: database management systems 

Telecommunications: the internet, the world wide web, network issues 

Electronic business 

Decisions and problem solving 

Overview of some specialised systems: artificial intelligence, expert systems 

Computer security 

Module: Financial Accounting 1 (2nd Semester) (PCIS13A/14B) - 24 Credits 

Content: 

 

 

 

 

 

 

 

Basic concepts, transactions and the accounting system 

Processing of accounting data 

Accounting for current and non-current assets 


Partnership accounting 

Cash flow statements 

Financial reporting: characteristics and requirements 

Module: Foundations of Law (PCIS15C) - 12 Credits 

Content: 

 

 

History and sources of law 

Introduction to the Law of: Contract, Lease, Purchase and Sale, Agency and Insurance 

Module: Communication (PCIS16D) - 12 Credits 

Content: 

 

 

 

 

The process and concepts of communication 

Media communication 

Effective communication in the workplace 

Persuasive communication between the workplace and external audience 

Module: General Principles of Commercial Law (PCIS17E) - 12 Credits 

Content: 

 

 

 

Introduction to the South African legal system and the science of law 

General Principles of the Law of Contract 

Specific Contracts – principles of purchase and sale, lease, credit agreements and agency 


CIS Programme CIS Programme 2 (71676) 2 (71676) 

Duration: Minimum Duration: of Minimum one year only of one if all year four only modules if all four are modules are 

NQF Level 6NQF Level Credits: 6 96 Credits: 96 

successfully completed 

successfully completed 


“… to ensure a “… constant to ensure supply a constant of qualified supply people of qualified with appropriate people with knowledge appropriate and knowledge skills in business and skills management in business management 

and administration and administration to meet the demands to meet of the the demands new South of the Africa new …” South is the Africa mission …” is of the mission Institute of of the Chartered Institute of Chartered 

Secretaries and Secretaries Administrators and Administrators (ICSA). (ICSA). 

Being an examining Being an body examining only, this body Institute only, has this collaborated Institute has with collaborated the Centre with for the Accounting Centre for Studies Accounting to present Studies to present 

and examine its and courses examine on its a distance courses education a distance basis education – allowing basis students – allowing to complete students their to complete CIS Programme their CIS 1, Programme CIS 1, CIS 

Programme 2 Programme and CIS Programme 2 and CIS 3 Programme studies. 3 studies. 











Successful completion Successful of completion the CIS Programme of the CIS 1Programme 1 




Module: Taxation Module: (Module Taxation 1) (PCIB22J) (Module 1) - 24 (PCIB22J) Credits - 24 Credits 


Principles of taxation Principles of taxation 

Calculation of Calculation taxable income of taxable and tax income payable and tax payable 

Taxation of individuals 

Taxation of individuals 

Taxation of corporates 

Taxation of corporates 

Administrative Administrative requirements requirements 

Module: Financial Module: Accounting Financial II Accounting (Module 2) II (PCIB23K) (Module 2) - 24 (PCIB23K) Credits - 24 Credits 


 

 

 

 

 

 

 

Partnership and Partnership branch accounting and branch accounting 

Limited companies Limited accounting companies accounting 

Close corporations Close accounting corporations accounting 

Cash flow statements Cash flow statements 

Preparation and Preparation drafting of and financial drafting statements of financial statements 

Accounting for Accounting groups of companies for groups of companies 

Analysis and interpretation Analysis and interpretation of financial statements of financial statements 



45

Module: Management Principles (Module 3) (PCIB24L) - 24 Credits 

Content: 

 

 

 

 

 

 

 

 

 

Introduction to management 

Managing a changing environment 

Strategic planning 

Organising 

Leadership 

Systems control 

Groups and teams in the organisation 

Employment law 

Employment relations and human resources management 

Module: Economics (Module 4) (PCIB25M) - 24 Credits 

Content: 

 

 

 

 

 

 

 

 

 

 

 

 

Introduction to economics 

The economic problem 

Interdependence between the major sectors in the economy 

Demand, supply and prices 

Perfect competition, monopoly and imperfect competition 

The labour market 

Measuring the performance of the economy 

The monetary sector, the public sector and the foreign sector 

Income determination in a simple Keynesian macroeconomic model 

Inflation 

Unemployment 

Economic growth 


Duration: Minimum of one year if all eight 

modules are successfully completed 

NQF Level 7 Credits: 96 

Purpose: 

“… to ensure a constant supply of qualified people with appropriate knowledge and skills in business management 

and administration to meet the demands of the new South Africa …” is the mission of the Institute of Chartered 

Secretaries and Administrators (ICSA). 

Being an examining body only, this Institute has collaborated with the Centre for Accounting Studies to present 

and examine its courses on a distance education basis – allowing students to complete their CIS Programme 1, CIS 

Programme 2 and CIS Programme 3 studies. 













Successful completion Successful of completion International of Qualification International Scheme Qualification (IQS) Scheme CIS Programme (IQS) CIS (Associate Programme CIBM (Associate (CIBM 2) CIBM (CIBM 2) 




Module: Advanced Module: Corporate Advanced and Corporate Commercial and Commercial Law (2nd Semester) Law (2nd(PCIS31C/32D) Semester) (PCIS31C/32D) - 24 Credits - 24 Credits 


Company Law Company Law 

Close Corporations Close Law Corporations Law 

Labour Law 

Labour Law 

Intellectual Property Intellectual Law Property and Franchising Law and Franchising 

Alternative Dispute Alternative Resolution Dispute Resolution 

Forms of Business Forms Enterprise of Business Enterprise 

The Law of Competition 

The Law of Competition 

Security and Suretyship Security and Suretyship 

Banking Law and Banking Paying Law Instruments and Paying Instruments 

The Law of Trusts 

The Law of Trusts 

The Law of Insolvency 

The Law of Insolvency 

The Law of Administration The Law of Administration of Estates of Estates 

Module: Strategic Module: and Strategic Operational and Operational Management Management (2nd Semester) (2nd(PCIS33E/34F) Semester) (PCIS33E/34F) - 24 Credits - 24 Credits 


The strategic management The strategic management “playing field” “playing field” 

Vision and mission Vision statements and mission statements 

The changing The environment changing environment 

Internal assessment Internal – the assessment company – profile the company profile 

Formulating long Formulating term goals long /objectives term goals /objectives 

Choosing and Choosing implementing and implementing a strategy a strategy 

Managing operations, Managing information operations, and information quality and quality 



47

Module: Management Accounting (2nd Semester) (PCIS35G/36H) - 24 Credits 

Content: 

 

 

 

 

 

 

 

 

 

 

 

Fundamentals of cost and management accounting 

Material costs, labour costs, overheads, 

The manufacturing facility and cost flows 

Costing systems 

Job costing, contract costing, process costing 

Joint and by-products 

Cost - volume profit analysis 

Budgets 

Standard costs 

Linear or rectilinear programming 

Learning curves 

Module: Financial Accounting III (2nd Semester) (PCIS37J/38K) - 24 Credits 

Content: 

 

 

 

 

 

 

Accounting theory 

Investment accounting 

Specific accounting reporting standards 

Group annual financial statements 

Reconstructions 

Analysis and interpretation of financial statements 

Workshop in Business Law Accounting Control (76422) 


Purpose: 






Target group: 

Persons who aspire to become junior or senior bookkeepers and perform basic accounting work. 


Senior Certificate or an equivalent NQF level 4 qualification or previous 6 courses: (SCTB01H, SCPR01L, CICB02V, 

CFST01F, PCMA01S, CBSL01V) 



Module: Business Module: Law Business Accounting Law Control Accounting (PLAC01V) Control - (PLAC01V) non-credit bearing - non-credit bearing 


NB: This SLP NB: consist This out SLP of consist the following out of registered the following unit registered standards. unit It is standards. presented It under is presented the auspices under of the the auspices ICB of the ICB 

and only one exam and only takes one place exam for takes all of place the unit for standard. all of the unit standard. 

A skills programme A skills programme in basic contract in basic law, contract insolvency law, law, insolvency estate planning law, estate and planning internal and internal computer and computer 

auditing auditing 

The unspoken The laws unspoken of business laws of business 

The written laws The of written business laws of business 

Managing your Managing personal your finances personal finances 

Accounting systems: Accounting Internal systems: control Internal concepts control concepts 

Managing accounting Managing systems accounting systems 

Accounting systems: Accounting Stock systems: control Stock control 

Accounting systems: Accounting Analytical systems: review Analytical review 

Liquidation and Liquidation executors’ and accounts executors’ accounts 

Workshop Workshop in Cost and in Cost Management and Management Accounting Accounting (76562) (76562) 









Persons who aspire Persons to who become aspire junior to become or senior junior bookkeepers or senior and bookkeepers perform basic and perform accounting basic work. accounting work. 


Grade 11 or previous Grade 114 or courses: previous (SCTB01H, 4 courses: SCPR01L, (SCTB01H, CICB02V, SCPR01L, CFST01F) CICB02V, CFST01F) 






Module: Cost Module: and Management Cost and Management Accounting (PCMA01S) Accounting -(PCMA01S) non-credit bearing - non-credit bearing 


NB: This SLP NB: consist This out SLP of consist the following out of registered the following unit registered standards. unit It is standards. presented It under is presented the auspices under of the the auspices ICB of the ICB 

and only one exam and only takes one place exam for takes all of place the unit for standards. all of the unit standards. 

This programme This completes programme the completes skills necessary the skills for a necessary Senior Bookkeeper. for a Senior Learners Bookkeeper. are introduced Learners are to introduced managerial to managerial 

accounting, controlling accounting, inventory controlling and inventory overhead and costs, overhead accounting costs, for accounting a manufacturing for a manufacturing enterprise, budgeting, enterprise, budgeting, 

standard costing, standard financial costing, management, financial management, as well as organisational as well as organisational ethics. ethics. 


49

Programme in Forensic and Investigative Auditing (71315) 

Duration: One year (12 months) NQF Level 6 Credits: 48 

Purpose: 

The severity of commercial crime, highlighted by recent research and cases such as Leisurenet and Fidentia 

emphasise the need that exists in society to prevent and detect commercial crime, and to ensure that effective 

remedial actions are implemented. 

Target group: 

This course is aimed at persons whose prime interest is in the prevention, detection or investigation of commercial 

crime. 


Senior Certificate or an equivalent NQF level 4 qualification and at least three years working experience. 


The course commences in March 2012. Registration opens on 1 December 2011 and should be completed by 15 

February 2012 when study material will be dispatched to students who have supplied proof that registration fees 

have been paid as indicated below. 

Module: Fraud Prevention (PFIA01R) - 12 Credits 

Content: 

Module 1: Fraud Prevention 

The purpose of this module is to teach skills to formulate appropriate strategies for the prevention of fraud. 

Motivating the need for fraud prevention 

Theoretical background (professional associations, etc) 

Definitions of economic crime 

Corporate governance (PFMA) 

Risk assessment 

Internal control 

Defining strategies for fraud prevention 

Fraud prevention strategies 

Policy 

Human resources 

Fraud auditing 

IT (fire walls, data interrogation, virus protection) 

Module: Fraud Detection (PFIA02S) - 12 Credits 

Content: 

Module 2: Fraud Detection 

The purpose of this module is to teach skills to formulate appropriate strategies for the detection of fraud. 

Identifying fraud 

Legal definitions and elements of offences 

Practical examples 

Red flags 

Fraud detection strategies 

Information Technology 

Reporting lines (Whistle Blowers Act, etc.) 

Auditing - surprise audits, internal and external 

Theoretical and legal issues pertaining to fraud detection 

Response to fraud 

Evidentiary issues 



Module: Fraud Module: Investigation Fraud Investigation (PFIA03T) - 12 (PFIA03T) Credits - 12 Credits 


Module 3: Fraud Module Investigation 3: Fraud Investigation 

The purpose of The this purpose module of is this to teach module skills is to in planning teach skills and in execution planning and of fraud execution investigations. of fraud investigations. 

Theoretical and Theoretical legal issues and pertaining legal issues to fraud pertaining investigations to fraud investigations 

Multi disciplinary Multi approach disciplinary to fraud approach investigations to fraud investigations 

General legal issues General legal issues 

Forensic auditing Forensic process auditing process 

Planning fraud Planning investigations fraud investigations 

Preliminary investigation 

Preliminary investigation 

Execution phase Execution (interviews, phase documentary (interviews, evidence, documentary etc) evidence, etc) 

Remedies and Remedies testimony and (disciplinary, testimony criminal (disciplinary, and civil) criminal and civil) 

Reporting (management, Reporting (management, council and police) council and police) 

Follow-up Follow-up 

Module: Forensic Module: and Forensic Investigative and Investigative Audit Reporting Audit (PFIA04U) Reporting - 12 (PFIA04U) Credits - 12 Credits 


Module 4: Forensic Module and 4: Investigative Forensic and Audit Investigative Reporting Audit Reporting 

The purpose of The this purpose module of is this to teach module skills is to in writing teach skills reports in writing on fraud, reports using on the fraud, professional using the and professional academic and academic 

conventions and conventions formats appropriately. 

and formats appropriately. 

Types of reporting Types of reporting 

Management Management 

Board/Audit committee Board/Audit committee 

Disciplinary action 

Disciplinary action 

Litigation support Litigation support 

Criminal process Criminal process 

Follow up and Follow remedial up action and remedial action 

Workshop Workshop in Income in Tax Income Returns Tax (76414) Returns (76414) 










Tech nical Financial Tech nical Accountants Financial and Accountants perform basic and perform accounting basic work. accounting work. 


Senior Certificate Senior an Certificate equivalent or an NQF equivalent level 4 qualification NQF level 4 or qualification previous 6 or courses: previous (SCTB01H, 6 courses: SCPR01L, (SCTB01H, CICB02V, SCPR01L, CICB02V, 

CFST01F, PCMA01S, CFST01F, CBSL01V) PCMA01S, CBSL01V) 



51

Module: Income Tax Returns (PRTR015) - non-credit bearing 

Content: 

NB: This SLP consist out of the following registered unit standards. It is presented under the auspices of the ICB and 

only one exam takes place for all of them 12975, 12976, 13019, 13020 and 13025. 

This programme involves a thorough study of taxation. Learners will be able to compute taxable income and tax 

payable for individuals and businesses, submit tax returns, acquire a working knowledge of estate duty and provide 

taxation planning and advice to clients. 

Introduction to taxation 

Gross income 

Exempt income 

Allowable deductions 

Fringe benefits and allowances 

Prepaid taxes 

Taxation of non-residents 

Taxation of business entitles 

Completing tax returns 

Capital gains tax 

Donations tax 

Estate duty 

SARS and the Tax Practitioner 

Programme in Taxation: A Strategic Approach (70947) 

Duration: One year (12 months) NQF Level 7 Credits: 72 

Purpose: 

The programme has been designed to provide the student with a solid foundation and an in-depth knowledge of 

taxation principles to enable him/her to provide advice to clients and to perform tax planning on their behalf. 

Target group: 

The programme caters for persons involved in accounting and/or auditing practices, tax consultants, public officers 

of companies, Inland Revenue officials, and legal practitioners.. 


Senior Certificate or an equivalent NQF level 4 qualification and must have completed the Course in Taxation (G/ 

CTAX11T or G/CTAX12U) or be in possession of a CIS, ICB, CMA or an equivalent qualification. 


Applications for registration should be received by 30 June 2012. The course commences in July 2012. 

Module: Principles of “Gross Income” and “Income” (STTX02Q) - 24 Credits 

Content: 

Interpretation of “gross income” (including special inclusions) as defined in the Income Tax Act 

Identify the exemptions from taxation as provided for in the Income Tax Act 

Identify general tax planning opportunities based on the definition of “gross income” and “income” 

Interpretation of different case scenarios in relation to the definition of “gross income” for different profiles of 

clients 



Module: Principles Module: of Principles the General of the Deduction General Formula, Deduction Special Formula, Allowances Special and Allowances Anti-Tax and Avoidance Anti-Tax Avoidance 

Legislation (STTX03R) Legislation - 24 (STTX03R) Credits - 24 Credits 


Interpretation Interpretation of the general of deduction the general formula deduction and special formula allowances and special as allowances provided for as in provided the Income for in Tax the Act Income Tax Act 

Identify and interpret Identify the and general interpret and the specific general anti-tax and specific avoidance anti-tax legislation avoidance in the legislation Income in Tax the Act Income Tax Act 

Identify general Identify tax planning general opportunities tax planning opportunities based on the general based on deduction the general formula deduction and special formula allowances and special allowances 

Interpretation Interpretation of different case of different scenarios case in relation scenarios to the in relation general to deduction the general formula deduction and special formula allowances and special allowances 

for different profiles for different of clients profiles bearing of clients in mind bearing the anti-tax in mind avoidance the anti-tax legislation avoidance legislation 

Module: Tax Module: Strategy Tax and Strategy Practices and (Administration) Practices (Administration) of Taxation (STTX04S) of Taxation - 24 (STTX04S) Credits - 24 Credits 


 

 

 

 

 

Identify and strategise Identify and tax strategise planning opportunities tax planning opportunities in relation to contracts in relation of to sale, contracts lease and of sale, compensation lease and compensation 

(damages) (damages) 

Identify and strategise Identify and tax strategise planning opportunities tax planning opportunities in relation to service in relation contracts to service including contracts the application including the of application of 

fringe benefits fringe and retirement benefits and benefits retirement benefits 

Identify and strategise Identify and tax strategise planning opportunities tax planning opportunities in relation to estate in relation planning to estate planning 

Interpretation Interpretation and application and of application the administrative of the administrative provisions of the provisions Income of Tax the Act Income Tax Act 

Interpretation Interpretation of different case of different scenarios case in relation scenarios to taxation in relation in to general taxation for in different general profiles for different of clients profiles always of clients always 

bearing in mind bearing the anti-tax in mind avoidance the anti-tax legislation avoidance legislation 

Advanced Advanced Programme Programme in International in International Financial Financial Reporting Reporting Standards Standards (76705) (76705) 



To update post-graduate To update post-graduate students with students financial accounting with financial background accounting and background to update and their to knowledge update their knowledge 

international financial international reporting financial standards reporting standards 


Practitioners and Practitioners personnel and at financial personnel institutions at financial such institutions as SARS such and the as SARS Auditor and General. the Auditor General. 


BCom DegreeBCom Degree 


Semester dates Semester dates 

Module: International Module: International Financial Reporing Financial Standards Reporing (Contact) Standards (APIF053) (Contact) - 96 (APIF053) Credits - 96 Credits 


IFRS 5: Current IFRS assets 5: Current held for assets sale and held discontinuing for sale and operations discontinuing operations 

IAS 1: Presentation IAS 1: of Presentation financial statements of financial statements 

IAS 3: Inventories IAS 3: Inventories 

IAS 8: Accounting IAS 8: policies, Accounting changes policies, in accounting changes in estimates accounting and estimates errors and errors 

IAS 10: Events IAS after 10: the Events reporting after the datereporting date 

IAS 11: Construction IAS 11: contracts Construction contracts 

IAS 12: Income IAS taxes 12: Income taxes 

IAS 16: Property, IAS plant 16: Property, and equipment plant and equipment 



53

IAS 17: Leases 

IAS 18: Revenue 

IAS 21: The effects of changes in foreign exchange rates 

IAS 32: Financial instruments presentation 

IAS 36: Impairment of assets 

IAS 37: Provisions, contingent liabilities and contingent assets 

IAS 38: Intangible assets 

IAS 39: Financial instruments: Recognition and measurement (hedge accounting) 

IAS 40: Investment property 

Advanced Programme in Taxation (75744) 

Duration: Three semesters (18 months) NQF Level 8 Credits: 108 

Purpose: 

The Advanced Programme in Taxation (for graduates) has been designed to provide the student with a solid 

foundation and an in-depth knowledge of the legal principles to enable him/her to provide professional advice to 

clients and to perform advanced tax planning on their behalf. The programme is taught at the honours degree 

level. 

Target group: 

Persons involved in accounting and/or auditing practices, tax consultants, public officers of companies, Inland 

Revenue officials, lecturers at universities, technikons or similar institutions and legal practitioners. 


Bachelors Degree OR The Programme in Taxation: A Strategic Approach (must have passed the Programme in 

Taxation with an average mark of at least 65%) only students in possession of at least a Bachelor’s degree/B Tech 

will be admitted. 


Registrations should be received by 30 June 2012. The course commences in July 2012. 

Module: Principles of “Gross Income” and “Income” (PATX01S) - 24 Credits 

Content: 

Module 1: Principles of gross income and income 

Interpretation of “gross income” (including special inclusions) as defined in the Income Tax Act 

Identify the exemptions from taxation as provided for in the Income Tax Act 

Identify general tax planning opportunities based on the definition of “gross income” and “income” 

Interpretation of different case scenarios in relation to the definition of “gross income” for different profiles of 

clients 



Module: Principles Module: of Principles the General of the Deduction General Formula, Deduction Special Formula, Allowances Special and Allowances Anti-Tax and Avoidance Anti-Tax Avoidance 

Legislation (PATX02T) Legislation - 24 (PATX02T) Credits - 24 Credits 


Module 2: Principles Module of 2: the Principles general of deduction the general formula, deduction special formula, allowances special and allowances anti-tax avoidance and anti-tax legislation avoidance legislation 

Interpretation Interpretation of the general of deduction the general formula deduction and special formula allowances and special as allowances provided for as in provided the Income for in Tax the Act Income Tax Act 

Identify and interpret Identify the and general interpret and the specific general anti-tax and specific avoidance anti-tax legislation avoidance in the legislation Income in Tax the Act Income Tax Act 

Identify general Identify tax planning general opportunities tax planning opportunities based on the general based on deduction the general formula deduction and special formula allowances and special allowances 

Interpretation Interpretation of different case of different scenarios case in relation scenarios to the in relation general to deduction the general formula deduction and special formula allowances and special allowances 

for different profiles for different of clients profiles bearing of clients in mind bearing the anti-tax in mind avoidance the anti-tax legislation avoidance legislation 

Module: Tax Module: Strategy Tax and Strategy Practices and (Administration) Practices (Administration) of Taxation (PATX03U) of Taxation - (PATX03U) 24 Credits - 24 Credits 


Module 3: Tax Module strategy 3: and Tax practices strategy and (administration practices (administration of taxes) including of taxes) employee including benefits, employee retirement benefits, retirement 

planning and planning estate planning and estate planning 

 

 

 

 

 

Identify and strategise Identify and tax strategise planning opportunities tax planning opportunities in relation to contracts in relation of to sale, contracts lease and of sale, compensation lease and compensation 

(damages) (damages) 

Identify and strategise Identify and tax strategise planning opportunities tax planning opportunities in relation to service in relation contracts to service including contracts the application including the of application of 

fringe benefits fringe and retirement benefits and benefits retirement benefits 

Identify and strategise Identify and tax strategise planning opportunities tax planning opportunities in relation to estate in relation planning to estate planning 

Interpretation Interpretation and application and of application the administrative of the administrative provisions of the provisions Income of Tax the Act Income Tax Act 

Interpretation Interpretation of different case of different scenarios case in relation scenarios to taxation in relation in to general taxation for in different general profiles for different of clients profiles always of clients always 

bearing in mind bearing the anti-tax in mind avoidance the anti-tax legislation avoidance legislation 

Module: Practical Module: Research Practical Project Research (PATX04V) Project - (PATX04V) 36 Credits - 36 Credits 


Module 4: Practical Module research 4: Practical project research – short project dissertation – short dissertation 

Practical research Practical case research studies case studies 

Up to date developments Up to date developments in tax law in tax law 

Literature review Literature methodology review methodology of a case studyof a case study 


55

Centre for 

Business Management 


Business Management should be directed to: 

When enquiring about any of the short learning programmes (SLPs) at the Centre for Business 

Management, Please refer to the SLP qualification code listed below the name of the respective SLP. 

Please address general queries to: 

The Head: Centre for Business Management 

Vudec Unisa Building 

Cnr Skinner and Van der Walt Street 

Floor 5-09 

General enquiries: 

Tel: (012) 352 4288 / 4335 / 4320 / 4326 Fax to E-mail: 086 686 3401 

E-mail: bussen@unisa.ac.za 

Registrations: 

Tel: (012) 429 6670 / 4801 / 4920 / 012 352 4307 Fax to E-mail: 086 686 3401 

E-mail: cbmregistrations@unisa.ac.za 

Study material: 

Tel: (012) 429 4801 / 4920 Fax to E-mail: 086 686 3401 

E-mail: cbmstudymaterial@unisa.ac.za 

Assignments: 

Tel: (012) 352 4274 / 4174 / 4278 Fax to E-mail: 086 640 2060 

E-mail: cbmassignments@unisa.ac.za 

Examinations: 

Tel: (012) 352 4245 / 4294 / 4341 Fax to E-mail: 086 682 9651 

E-mail: cbmexaminations@unisa.ac.za 

Student finances: 

Tel: 012) 352 4350 / 4349 / 4229 / 4236 / 4224 / 4163 Fax to E-mail: 086 641 7259 

E-mail: cbmfinance@unisa.ac.za 

Certificate ceremonies: 

Tel: (012) 352 4063 / 4348 / 4059/58 Fax to E-mail: 086 692 4805 

E-mail: cbmceremonies@unisa.ac.za 


Short Course Short in Course Basic Business Basic Business Finance (71307) Finance (71307) 

Duration: Six Duration: months Six monthsNQF Level 5NQF Level 5 Credits: 12 Credits: 12 


The aim of the The course aim is of to the equip course students is to equip with students the necessary with the knowledge, necessary skills knowledge, and values skills to and practice values sound to practice basic sound basic 

financial management financial management in their enterprises in their thereby enterprises empowering thereby this empowering sector of the this economy sector of and the economy ensuring good and ensuring good 

small business small governance. business governance. 


Candidates requiring Candidates effective requiring day-to-day effective financial day-to-day management financial management skills skills 




First semester: First 29 Nov semester: – 21 Jan 29 Nov – 21 Jan 

Second semester: Second 21 Jun semester: – 15 Jul 21 Jun – 15 Jul 

Module: Basic Module: Business Basic Finance Business (CBBF01W) Finance -(CBBF01W) 12 Credits - 12 Credits 


Basic business Basic records business records 

Financing capital Financing requirements capital requirements 

The break-even The analysis break-even analysis 

Financial planning Financial planning 

Managing credit Managing and inventories credit and inventories 

Taxes and insurance 

Taxes and insurance 

Short Course Short in Course Basic Financial Basic Financial Life Skills Life (7182X) Skills (7182X) 

Duration: Three Duration: months Three months NQF Level 5NQF Level 5 Credits: 12 Credits: 12 


To educate students, To educate individuals, students, parents, individuals, teachers, parents, skills/HR teachers, trainers, skills/HR brokers trainers, to be, brokers employees, to be, entrepreneurs employees, entrepreneurs and and 

school leavers school regarding leavers basic regarding personal basic financial personal life skills. financial This life knowledge skills. This a knowledge prerequisite a for prerequisite life, a career for and life, a career and 

entrepreneurship. entrepreneurship. 


Adults interest Adults in learning interest about in learning basic financial about basic life skills financial life skills 







57

Module: Basic Financial Skills (SBFS016) - 12 Credits 

Content: 

The module shows you how to: 

do your own personal financial planning 

draw up your own budget 

identify det problems and plan your debt situation 

choose the best micro-loan from the best micro-lender 

budget to purchase a car 

evaluate and plan the purchase of a residence 

avoid investment pitfalls and how to choose the right investments 

protect your income and assets 

do timeous retirement planning in order to retire financially independent 

protect your job and how to start or buy a business 

make use of a bank, banking products and services 

Short Course in Customer Relationship Management (71633) 


Purpose: 

Customer Relationship Marketing is a broadly recognised, widely-implemented strategy for managing an 

organisation’s interactions with customers, clients and sales prospects. The purpose of the course is to provide 

students with fundamental theoretical and practical knowledge in various concepts of customer relationship 

management that is necessary when interacting with internal and external stakeholders. 

Target group: 

Customer relationship managers, customer relationship practitioners, customer service managers and customer 

service practitioners. 


Senior Certificate or an equivalent NQF qualification and/or applicable experience 


First semester: 29 Nov – 21 Jan 

Second semester: 20 Jun – 15 Jul 

Module: Customer Relationship Management Principles (SCRM01D) - 12 Credits 

Content: 

Module 1: Principles of gross income and income 

The nature and role of relationship marketing 

Building customer relationships 

Customer service 

Process of customer service 

Internal marketing 


Short Course Short in Course Customer in Customer Service Management Service Management (71641) (71641) 



The purpose of The the purpose Short Course of the in Short Customer Course Service in Customer Management Service Management is to introduce is students to introduce to the students complexities to the of complexities of 

rendering service rendering on a one-to-one service basis, a one-to-one as well basis, managing as well this as managing function in this a service function rendering a service organisation. rendering The organisation. The 

main areas that main students areas focus that students on are the focus general on are principles the general of customer principles service, of customer its advantages service, its to advantages an organisation, to organisation, 

the steps involved the steps in developing involved in a service developing plan a and service personal plan features and personal of the features excellent of service the excellent provider. service The aim provider. is The aim is 

to develop the to services develop delivery the services skills of delivery the individual skills of the students individual and to students equip them and to for equip higher them level for positions higher level in the positions in the 

service divisions service of organisations. divisions of organisations. The short course The also short lays course the foundation also lays the for foundation the students for to the advance students to to the advance oneyear 

to the one- 

Programme year in Programme Customer Service in Customer Management. Service Management. The short course The serves short course as a credit serves for as one a credit of the for six one modules of the six modules 

of the one-year of programme the one-year programme 


People working People in business, working professional in business, services, professional government services, and semi-government and semi-government 


Senior Certificate Senior an Certificate equivalent or an NQF equivalent level 4 qualification NQF level 4 or qualification relevant practical or relevant experience practical or experience 25 years or or older 25 years or older 




Module: Customer Module: Service Customer Management Service Management (SCCS01V) - 12 (SCCS01V) Credits - 12 Credits 


The nature of The customer nature service of customer service 

The planning of The a customer planning of service a customer programme service programme 

The analysis of The customer analysis service of customer (situation service analysis) (situation analysis) 

The customer The service customer plan service plan 

Implementing Implementing the customer the service customer plan service plan 

Evaluating customer Evaluating service customer service 

The individual The in customer individual service in customer activities service activities 

Short Course Short in Course Human in Resource Human Resource Hiring Practices Hiring Practices (71900) (71900) 



Employees play Employees an important play role an important in the success role in of the an organisation. success of organisation. Competent and Competent efficient employees and efficient are employees are 

however hard however to find and hard it requires to find and a skilled it requires manager a skilled or employment manager or expert employment to identify expert and to appoint identify only and the appoint best only the best 

applicants. The applicants. purpose of The the purpose Short Course of the in Short HR Course Hiring Practices in HR Hiring is therefore Practices to is equip therefore HR practitioners, to equip HR trade practitioners, trade 

union officials union and line officials managers and line with managers the skill to with recruit, the skill interview to recruit, and interview select the and most select suitable the most applicants suitable in a applicants fair, in a fair, 

professional and professional legally sound and manner. legally sound manner. 


If you are pursuing If you a career pursuing as a manager a career as or a in manager the field or of human in the field resource of human management, resource management, this course will this equip course you will equip you 

with the skills with to become the skills a competent to become recruiter, a competent employment recruiter, manager, employment supervisor, manager, supervisor, employment an specialist employment in an specialist in an 

employment agency employment or an HR agency consultant. or HR Trade consultant. union representatives Trade union representatives involved in the involved appointment the of appointment employees of employees 

will also benefit will greatly also benefit by this greatly course. by Opportunities this course. Opportunities exist for starting exist your for own starting employment your own services employment business. services business. 


Senior Certificate Senior an Certificate equivalent or an of NQF equivalent level 4 of (If NQF you level do not 4 (If have you a do matric not have certificate a matric you certificate will be admitted you will based be admitted based 

on your work on experience) your work experience) 



59




Module: Human Resource Hiring Practices (SMEP01L) - 12 Credits 

Content: 

Drawing up advertisements 

Evaluating and interpreting information provided in an application form, cover letter and résumé 

Conducting background checks 

Building professional rapport and creating the ideal interview situation 

Understanding how applicants influence the selection decision with their dress, body language, and personal 

power 

Asking interview questions that promotes valid selection decisions 

Being aware of the most common mistakes make by interviewers 

Indentifying “damage control” techniques displayed by applicants during an interview 

Knowing the most common reasons why interviewers reject job applications 

Being familiar with the legislation related to discrimination and employment equity issues 

Negotiating the job offer and applying tactical steps in winning top people 

Short Course in Knowledge Management (72117) 


Purpose: 

The course focuses on issues of organizational transformation, change and managing knowledge within 

organisations. It covers the use of natural knowledge processes of the organization in transforming the organisation 

into a learning organization. The course is targeted at any person in any private or public organization that has a 

need to adapt to the changing internal and external environment. While the course is suitable for all levels of the 

organisation, it is especially relevant to middle and senior managers, or project teams involved in the change process. 

Target group: 

Persons in any private or public organisation who have a need to adapt to the changing internal and external 

environment. People in need of skills to equip themselves in the transformation and change process are ideal 

candidates for this short course. While the short course is suitable for all levels in the organisation, it is especially 

relevant to middle and senior managers, or project teams involved in the change process 








Module: Principles Module: and Principles Practices and of Knowledge Practices of Management Knowledge Management and Innovation and (CIKM015) Innovation - (CIKM015) 14 - 14 


The origins, extent, The origins, nature extent, and value nature of Knowledge and value of Management Knowledge Management (KM), innovation (KM), culture innovation and vision culture and vision 

The front end: The generating front end: opportunities generating opportunities for innovation for and innovation KM and KM 

Innovation development Innovation process development process 

Preserving Knowledge Preserving and Knowledge protecting and rights protecting rights 

The importance The of importance celebrating of successes celebrating successes 

10-step roadmap 10-step for implementing roadmap for implementing KM KM 

Aligning KM and Aligning business KM strategy and business strategy 

The knowledge The management knowledge management platform platform 

Knowledge audit Knowledge and analysis audit and analysis 

Designing the Designing knowledge the management knowledge management team team 

Creating the knowledge Creating the management knowledge management system blueprint system blueprint 

Developing the Developing knowledge the management knowledge management system system 

Prototyping and Prototyping deployment and deployment 

Leadership and Leadership reward structures and reward structures 

Commercialisation Commercialisation of innovation and of innovation KM systems and KM systems 

Real-option analysis Real-option for knowledge analysis for valuation knowledge valuation 

Short Course Short in Course Public in Relations Public Relations (71897) (71897) 

Duration: Three Duration: months Three monthsNQF Level 6NQF Level 6 Credits: 12 Credits: 12 


Public Relations Public involve Relations a variety involve of programmes a variety of designed programmes to promote designed and/or to promote protect and/or organisation’s protect organisation’s image image 

or its individual or products. its individual Public products. relations Public can also relations be used can to also promote be used people, to promote places, people, ideas, activities places, ideas, and even activities and even 

nations. The purpose nations. of The this purpose short course of this is short to provide course learners is to provide with the learners competence with the to competence apply, under to supervision, apply, under supervision, 

the implementation the implementation of elementary of public elementary relations, public communication relations, communication and media activities. and media The activities. Short Course The in Short Public Course in Public 

Relations aims Relations to provide aims a working to provide knowledge a working of knowledge the principles of the of Public principles Relations. of Public Relations. 


Public relations Public managers relations managers 


Senior Certificate Senior an Certificate equivalent or an NQF equivalent level 4 qualification NQF level 4 and/or qualification relevant and/or retail relevant experience retail experience 




Module: Basic Module: Public Basic Relations Public Principles Relations (SSPR01D) Principles - 12 (SSPR01D) Credits - 12 Credits 


Integrated marketing Integrated communications 

marketing communications 

Place of public Place relations of public in the relations organisation in the organisation 

Ethics, public relations Ethics, public and society relations and society 

Performance dimensions Performance of dimensions public relations: of public campaign relations: planning campaign and management 

planning and management 

Marketing, public Marketing, relations public and relationship and marketing relationship marketing 

Public relations, Public marketing relations, and marketing the mediaand the media 


61

Short Course in SMME Management (72087) 


Purpose: 

The purpose of this module is to empower students with the necessary competencies, such as knowledge, skills 

and values, to equip them for entrepreneurial and management responsibilities in a small business; how to apply 

marketing concepts and principles relating to product, pricing, promotion and distribution strategies in the business; 

how to manage the operations of the business ethically, efficiently and effectively with respect to human resources 

management and production and operations management and ways to manage the finances and assets and evaluate 

the financial performance of a small business. 

Target group: 

Existing small business owners with fewer than 50 employees who would like to enhance their management 

skills in preparation for business growth. 

Potential entrepreneurs intending to start a business and who need the skills to manage their small business 

effectively. 






Module: SMME Management (SMME01K) - 12 Credits 

Content: 

The operations and purchasing function 

The human resources function 

Introduction to financial management 

Financing the capital requirements of a small business 

The break even analysis 

Budgets 

Short Course in Writing a Business Plan (7179X) 


Purpose: 

The increases in unemployment and retrenched employees as well as an increase in an entrepreneurial spirit among 

the youth have resulted in more and more people needing to start their own businesses. To start a business or to 

expand an existing business the entrepreneur needs finance. All financial institutions or venture capitalists insist on a 

proper business plan. The objective of the course is to provide entrepreneurs with the necessary skills and knowledge 

to write a business plan for a small and medium sized venture, introducing entrepreneurs to the various components 

of a business plan and the level and extent of the information that should be included under each component. 

Target group: 

People who wish to start a new business or buy an existing venture 

People who plan to expand an existing venture 

People who need a management tool to grow and steer an existing venture and to keep it on course 

People who need to obtain financing for a new venture or to expand an existing venture 

People who wish to write up their venture in order to qualify for a large contract or a tender 




Senior Certificate Senior an Certificate equivalent or an NQF equivalent level 4 qualification NQF level 4 and/or qualification relevant and/or experience relevant experience 




Module: Short Module: Course Short in Writing Course a Business Writing Plan a Business (SWBP01V) Plan -(SWBP01V) 12 Credits - 12 Credits 


Business plan Business preparation plan preparation 

Executive summary Executive summary 

Description of Description business venture of business venture 

Product/service Product/service 

Marketing planMarketing plan 

Management Management team and planteam and plan 

Production plan 

Production plan 

Financial plan Financial plan 

Short Course Short in Course the Introduction in the Introduction to Corporate to Corporate Citizenship Citizenship (7196X) (7196X) 



The study of corporate The study citizenship of corporate (CC) citizenship is multidisciplinary (CC) is multidisciplinary and includes crosscutting and includes issues crosscutting such as: issues community such as: community 

investment, human investment, rights, human corporate rights, governance, corporate environmental governance, environmental policy and practice, policy social and practice, and environmental social and environmental 

reporting, stakeholder reporting, consultation stakeholder and consultation responsible and supply responsible chain management supply chain management and many others, and as many they others, relate as to they relate to 

business. The business. course equips The course students equips to be students able to do to be the able following: to do the following: 

Appreciate the Appreciate rationale for the CC rationale from a for social CC and from business a social perspective and business leading perspective to broader leading understanding to broader understanding of the of the 

need for companies need for to companies contribute to sustainable contribute to development, sustainable development, be able to comment be able on to key comment initiatives, on key standards initiatives, and standards and 

codes related codes to CC related national, to CC local at national, and international local and levels; international and levels; and 

Evaluate the implementation Evaluate the implementation of CC in relevant of CC companies in relevant which companies includes: which the ability includes: to determine the ability the to determine the 

environmental environmental and social impacts, and social risks impacts, and opportunities risks and opportunities for companies; for understand companies; stakeholder understand engagement; stakeholder engagement; 

examine company examine policy company in terms policy of CC, in comment terms of CC, on sustainability comment on reports sustainability through reports a CC through lens. a CC lens. 


Given the increasing Given the emphasis, increasing internationally, emphasis, internationally, corporate citizenship, on corporate the citizenship, module is the of value module to the is of individual, value to the to individual, to 

potential employers potential and employers employees, and and employees, to society and as a to whole. society Due as a to whole. the fact Due that to this the course fact that is an this introduction course is an introduction 

to, the target group to, the will target reflect group in most will reflect cases individuals most cases at middle individuals management at middle management level. level. 


Senior Certificate Senior an Certificate equivalent or an NQF equivalent level 4 qualification NQF level 4 with qualification a pass in with some a courses pass in some at tertiary courses level at PLUS tertiary at level PLUS at 

least three years least experience three years in experience first line management, in first line management, in addition, students in addition, need students to be able need to communicate to be able to communicate in 

in 

English at NQF English level 4at NQF level 4 






63

Module: Introduction to Corporate Citizenship (CICC01X) - 12 Credits 

Content: 

Introduction of the rationale for corporate citizenship 

Sustainable development 

International trends and corporate citizenship initiatives 

National laws and corporate citizenship initiatives – South African examples 

The business case and the role of ethics 

Corporate governance and corporate citizenship policy 

Identifying impacts, risks and opportunities 

Stakeholder engagement and partnerships 

Sustainability reporting 

IISA Short Course in Elements of Life Insurance (76619) 


Purpose: 

The purpose of this short course and the module is to build the knowledge and skill required by employees in Life 

Insurance who may have had schooling and training in insurance, but have not acquired the necessary knowledge 

and skills required and regarded as an essential prerequisite for the studying of life insurance in the IISA Programme 

in Life Insurance. It introduces a basic understanding of the key terms, rules, concepts and principles of the field of life 

insurance. 

Target group: 

Insurance personnel employed in life and/or long term insurance industry 






Module: Elements of Life Insurance (ICEL01E) - 12 Credits 

Content: 

The Insurance Market 

Legislative Framework for Insurance 

The Law of Contract 

The Financial Advisory and Intermediaries Services (FAIS) Act 

The Long Term Insurance Act 

Risk Management within the context of insurance 


IISA Short IISA Course Short in Course Elements in Elements of Retirement of Retirement Funds (76627) Funds (76627) 


The purpose of The this purpose short course of this and short the course module and is the to build module the is knowledge to build the and knowledge skill required and by skill employees required by in the employees in the 

Retirement Funds Retirement sector who Funds may sector have who had may schooling have had and schooling training in and insurance training and/or in insurance retirement and/or funds, retirement but have funds, but have 

not acquired the not necessary acquired the knowledge necessary and knowledge skills required and skills and regarded required and as an regarded essential as prerequisite an essential for prerequisite the studying for the studying 

of retirement of funds retirement in the IISA funds Programme in the IISA in Programme Retirement in Funds. Retirement It introduces Funds. a It basic introduces understanding a basic understanding of the key of the key 

terms, rules, concepts terms, rules, and principles concepts and of the principles field of of retirement the field of funds. retirement funds. 


People working People in business, working professional in business, services, professional government services, and semi-government and semi-government 






Module: Elements Module: of Elements Retirement of Funds Retirement (ICER01E) Funds - 12 (ICER01E) Credits - 12 Credits 


The Insurance The Market Insurance Market 

Legislative Framework Legislative for Framework Retirement for Funds Retirement Funds 



Intermediaries Intermediaries in long insurance long term products insurance products 

IISA Short IISA Course Short in Course Elements in Elements of Short Term of Short Insurance Term Insurance (76635) (76635) 


The purpose of The this purpose short course of this and short the course module and is the to build module the is knowledge to build the and knowledge skill required and by skill employees required by in employees in 

Short Term Insurance Short Term who Insurance may have who had may schooling have had and schooling training in and insurance, training but in insurance, have not acquired but have the not necessary acquired the necessary 

knowledge and knowledge skills required and skills and regarded required and as an regarded essential as prerequisite an essential for prerequisite the studying for of the short studying term of insurance short term in insurance in 

the IISA Programme the IISA in Programme Short Term in Insurance. Short Term It introduces Insurance. a It basic introduces understanding a basic understanding of the key terms, of the rules, key concepts terms, rules, concepts 

and principles and of the principles field of of short the term field of insurance. short term insurance. 


Insurance personnel Insurance employed personnel in short employed term insurance short term industry insurance industry 






Module: Elements Module: of Elements Short term of Insurance Short term (ICST016) Insurance - 12 (ICST016) Credits - 12 Credits 


The Insurance The Market Insurance Market 

Legislative Framework Legislative for Framework Insurance for Insurance 



The Financial Advisory The Financial and Intermediaries Advisory and Intermediaries Services (FAIS) Services Act (FAIS) Act 

The Short Term The Insurance Short Term Act Insurance Act 

All Risk insurance All Risk insurance 


65

Short Course in Financial for Non-Financial Managers (72370) 


Purpose: 

The purpose of the short-course in Finance for non-financial managers is to provide managers with a basic 

understanding of financial statements and financial planning techniques. 

Target group: 

Non-financial managers 


Senior Certificate or equivalent NQF level 4 qualification. 




Module: Introduction to Financial Management (IFNM01A) - 12 Credits 

Content: 

The goal of financial management 

Understand financial statements 

The analysis of financial statements 

Financial planning 

Time value of money 

The management of cash flow 


IISA Short IISA Course Short in Course Elements in Elements of Retirement of Retirement Funds (76627) Funds (76627) 



To provide students To provide with students a first-time with time a first-time exposure time to the exposure basic philosophy to the basic of philosophy project management of project management as a unique, as a unique, 

specialised discipline specialised of management. discipline of management. The course will The introduce course will certain introduce selected certain project selected management project management concepts concepts 

and terminologies and terminologies and provide an and overview provide of an the overview whole project of the whole management project management body of knowledge body of (the knowledge PMBOK® (the PMBOK® 

Guide). It will Guide). also enable It will students also enable to solve students practical to solve problems practical and problems apply some and of apply the basic some project of the management 

basic project management 

tools and techniques. tools and The techniques. course will The help course students will help to attain students a basic to academic-oriented attain a basic academic-oriented knowledge of knowledge the principal of the principal 

aspects of project aspects management of project management and to prepare and them to prepare for further them more for advanced further more programmes. advanced programmes. The course is aimed The course is aimed 

at all persons and at all every persons employee and every in a employee business or in private/public a business or private/public institution or organisation institution or or organisation department, or who department, who 

may be involved may with be or involved who is with interested or who in is “project-type” interested in “project-type” work. Similarly; work. all persons Similarly; who all may persons be responsible who may be for responsible for 

planning and executing planning and projects executing small projects and medium in small in and size medium and ranging size from and low ranging to medium from low complexity; to medium aspirant complexity; aspirant 

project managers, project junior managers, project junior managers, project assistant managers, project assistant managers, project project managers, planners, project project planners, coordinators, project coordinators, 

project controllers; project also controllers; senior managers also senior and managers CEOs who and need CEOs to gain who a need basic to understanding gain a basic understanding appreciation and for appreciation for 

the dynamic nature the dynamic and potential nature which and potential may be which gained may by the be gained use of project by the use management of project management 


Specifically, the Specifically, course is aimed the course at all is and aimed every at employee all and every in a employee business or in institution a business or organisation institution or (project-driven 

organisation (project-driven 

and non project-driven) and non project-driven) who may be involved who may with be or involved who is with interested or who in is “project-type” interested in “project-type” work, similarly work, all people similarly all people 

who may be responsible who may be for responsible planning and for executing planning and projects executing be it small projects or medium be it small in or size medium and ranging size from and low ranging from low 

to medium complexity, to medium aspirant complexity, project aspirant managers, project junior managers, project junior managers, project assistant managers, project assistant managers, project operations managers, operations 

managers, project managers, planners, project project planners, controllers, project but controllers, even senior but managers even senior and managers CEOs who and need CEOs to gain who a need basic to gain a basic 

understanding understanding of appreciation of and for appreciation the dynamic for nature, the dynamic unique nature, body of unique knowl body edge of and knowl potential edge advantages and potential advantages 

which may be which gained may by project be gained management by project management 


Candidates who Candidates do not hold who a do National not hold Senior a National Certificate Senior may Certificate be admitted may based be admitted on a equivalent based on qualification, a equivalent or qualification, or 

appropriate, work appropriate, experience work specifically experience with specifically regard to with project regard type to or project related type work. 

related work. 


First semester: First NO semester: INTAKE Only NO INTAKE second semester: Only second 20 Jun semester: – 15 Jul 20 Jun – 15 Jul 

Module: Introduction Module: Introduction to Project Management to Project Management Concepts and Concepts the Managerial and the Process Managerial (UNDER Process (UNDER 

REVISION) (CBPM01L) REVISION) -(CBPM01L) 12 Credits - 12 Credits 


Topic 1 Introduction Topic 1 to Introduction project management to project management dynamics dynamics 

Study unit 1: The Study need unit for 1: an The introduction need for an to introduction modern project to modern management project management 

Study unit 2: Project Study unit management 2: Project management dynamics dynamics 

Topic 2 Project Topic management 2 Project management philosophy, strategy philosophy, and systems strategy and systems 

Study unit 3: Project Study unit management 3: Project management philosophy and philosophy strategy and strategy 

Study unit 4: Systems Study unit and 4: the Systems project and life the cycle project life cycle 

Topic 3 Project Topic management 3 Project management leadership and leadership organisation and organisation 

Study unit 5: Leadership Study unit 5: and Leadership effective project and effective managers project managers 

Study unit 6: Project Study unit organisation 6: Project organisation 

Study unit 7: Teamwork Study unit and 7: Teamwork managing and project managing teamsproject teams 



67

Topic 4 Project planning and scheduling 

Study unit 8: Project definition, performance, timing, costing and closure 

Study unit 9: Developing a project plan and managing risk 

Study unit 10: Scheduling resources and reducing project duration 

Topic 5 Project control and closure 

Study unit 11: Project control principles, progress and performance measurement and evaluation 

Study unit 12: Project audit, closure, success, failure and lessons learned 

Module: Introduction to the Project Management Body of Knowledge (PMBOK)® (UNDER 

REVISION) (CBPM02M) - 12 Credits 

Content: 

Topic 1: Coordinating project elements for successful project completion 

Study unit 1: Project integration management 

Study unit 2: Project scope management 

Topic 2: Achieving project objectives of timely completion, in budget and to stakeholder satisfaction 

Study unit 3: Project time management 

Study unit 4: Project cost management 

Study unit 5: Project quality management 

Topic 3: Utilising project team members effectively and disposing project information appropriately 

Study unit 6: Project human resource management 

Study unit 7: Project communications management 

Topic 4: Acquiring project resources efficiently from external sources 

Study unit 8: Project procurement management 

Topic 5: Managing project risks for maximising positive outcomes 

Study unit 9: Project risk management 

Course in Basics of Project Management (7215X) 


Purpose: 

Total Quality Management or TQM is a widely popular and recognised managerial philosophy primarily aimed at the 

improvement of all aspects related to the operational performance of the business or other organisations. It focuses 

on meeting the needs and expectations of customers/clients by moving the focus for quality to other functional 

areas as well – that is, away from the sole focus of the Production/Operations function into a major concern for the 

whole organisation. TQM is a holistic approach to quality. The primary purpose of this course is to equip employees 

from all types of businesses with the basic body of knowledge of TQM and introduce them to some of the soft 

components and methods and techniques for the improvement of quality and overall operational performance. 

Target group: 

The course is specifically aimed at any employee in a business or institution or organisation who may be involved 

with or who is interested in quality management (total quality management), similarly all people (e.g. supervisors) 

who may be responsible for planning, controlling or improving quality (e.g. aspirant quality assurance managers, 

junior quality managers, assistant quality managers, operations managers, but even senior managers who need to 

gain a basic understanding of and appreciation for the dynamic nature, unique body of knowledge and potential 

advantages which may be gained by TQM 




Senior Certificate Senior Certificate an equivalent or an NQF equivalent level 4 qualification NQF level 4 or qualification proven appropriate or proven work appropriate experience. work experience. 


First semester: First NO semester: INTAKE NO INTAKE 

Second semester: Second 20 semester: June to 1520 July June to 15 July 

Module: The Module: Human The Components Human Components of and Tools of and and Techniques Tools and for Techniques Total Quality for Total Management Quality Management 

(TQM) (UNDER (TQM) REVISION) (UNDER(CSTQ01H) REVISION) -(CSTQ01H) 12 Credits - 12 Credits 


Topic 1 Introduction Topic 1 to Introduction quality and to total quality quality and management total quality management (TQM) (TQM) 

Study unit 1: Study Understand unit 1: quality Understand quality defined and quality defined 

Study unit 2: Study Towards unit a 2: holistic Towards approach a holistic to quality approach and to TQM quality defined and TQM defined 

Topic 2 Leadership, Topic 2 quality Leadership, culture quality and self- culture management and self- management for life excellence for life excellence 

Study unit 3: Study The primary unit 3: culture-building The primary culture-building tasks of leadership tasks of leadership 

Study unit 4: Study Creating unit and 4: maintaining Creating and a maintaining quality culture a quality culture 

Study unit 5: Study Self-management unit 5: Self-management for life excellence for life excellence 

Topic 3 Measurement Topic 3 Measurement and the systems, and tools the systems, and techniques tools and for techniques quality improvement for quality improvement 

Study unit 12: Study Introduction unit 12: to Introduction systems and to processes systems and for processes quality for quality 

Study unit 13: Study Measuring unit 13: quality, Measuring self-assessment quality, self-assessment and benchmarking and benchmarking 

Study unit 14: Study Basic unit tools 14: and Basic techniques tools and for techniques quality improvement for quality improvement 

Module: Quality Module: Management Quality Management Systems and Systems Techniques and for Techniques Total Quality for Total Management Quality Management (TQM) (TQM) 

Implementation Implementation (UNDER REVISION) (UNDER(CSTQ02J) REVISION) - 12 (CSTQ02J) Credits - 12 Credits 


Topic 1 Concepts Topic and 1 Concepts principles and of systems principles for of quality systems management for quality management 

Study unit 1: Study System unit definition, 1: System concepts definition, and concepts principlesand principles 

Study unit 2: Study A quality unit management 2: A quality management system system 

Topic 2 The ISO Topic 9001: 2 The 2000 ISO 9001: quality 2000 management quality management system (QMS) system standard (QMS) standard 

Study unit 3: Study Overview unit of 3: QMS Overview standards of QMS (ISO standards 9000, 14001 (ISO 9000, & OHSAS 14001 18001) & OHSAS 18001) 

Topic 3 Strategies Topic for 3 Strategies implementing for implementing change change 

Study unit 4: Study Strategy unit definition, 4: Strategy formulation definition, and formulation implementation and implementation 

Study unit 5: Study Key elements unit 5: Key of a elements change process of a change process 

Topic 4 Managing Topic change 4 Managing and implementing change and implementing TQM TQM 

Study unit 6: Study Managing unit 6: the Managing change process the change and risk process and risk 

Study unit 7: Study Successful unit 7: TQM Successful implementation TQM implementation 

Topic 5 Sustaining Topic continuous 5 Sustaining improvement 

continuous improvement 

Study unit 8: Study Basic approaches unit 8: Basic to approaches improvement to improvement 

Study unit 9: Study Keeping unit TQM 9: Keeping effectiveTQM effective 


69

Course in Financial Management (71293) 


Purpose: 

Effective financial management is of vital importance to any company, particularly if it aims to improve its profitability, 

liquidity and solvency. The purpose of this course is to teach managers the fundamentals of financial management. 

The course is aimed at persons with no financial background. 

Target group: 

Entrepreneurs, managers and leaders 


Senior Certificate or an equivalent NQF level 4 qualification or An achievement rating of at least 4 for Accounting or 

Mathematics or 5 for Mathematical Literacy is recommended. 


First semester: 01 December - 31 January 

Second semester: 21 June - 15 July 

Module: Introduction to Financial Management (CFIN01F) - 12 Credits 

Content: 

Goal of financial management 

Understanding financial statements 




Risk and return 

The valuation of financial assets 

Module: Introduction to Financial Management (CFIN01F) - 12 Credits 

Content: 

 

 

 

Inventory management 

The management of accounts receivable 

Cash management 


Course in Course Financial Financial Performance Performance and Measurement and Measurement Control (71285) Control (71285) 

Duration: Six Duration: months Six months NQF Level 6NQF Level 6 Credits:12 Credits:12 

If you can’t measure If you can’t it, you measure can’t control it, you it”. can’t Measuring control it”. and Measuring controlling and financial controlling performance financial are performance of the most are of the most 

decisive financial decisive management financial management proficiencies required proficiencies in practice, required as in evidenced practice, by as recent evidenced focus by group recent discussion focus group discussion 

findings. In particular, findings. financial In particular, performance financial evaluation, performance financial evaluation, planning, financial budget planning, analysis budget and cost analysis control and are cost control are 

pivotal knowledge pivotal areas knowledge in business areas today. in business An understanding today. An understanding of these knowledge of these areas knowledge is of particular areas is importance of particular importance 

to managers and to managers staff not directly and staff involved not directly in the involved finance in function the finance order function to gain insight order to into gain how insight their into decision how their decision 

making affects making the financial affects performance the financial of performance the organisation. of the organisation. 

This course is This aimed course at marketers, is aimed buyers, at marketers, non-financial buyers, managers, non-financial employees managers, and employees entrepreneurs and entrepreneurs in the private in the private 

sector as well sector as professional as well as people professional in educational people in management educational management and the public and sector the requiring public sector insight requiring into insight into 

financial performance financial measurement performance measurement and control. and control. 


Marketers, buyers, Marketers, non-financial buyers, managers, non-financial employees, managers, BEEs employees, and entrepreneurs BEEs and entrepreneurs in the private sector, in the private professional sector, professional 

people in educational people in management educational management and the public and sector the requiring public sector insight requiring into financial insight performance into financial measurement 

performance measurement 

and control and control 


Senior Certificate Senior an Certificate equivalent or an NQF equivalent level 4 education NQF level 4 education 


First semester: First 1 Dec semester: – 31 Jan1 Dec – 31 Jan 


Module: Financial Module: Performance Financial Performance Measurement Measurement and Control and (CFPM01B) Control -(CFPM01B) 12 Credits - 12 Credits 


Understand financial Understand statements financial statements 

Measure financial Measure performance financial performance 

Cost behaviour Cost behaviour 

Develop the financial Develop plan the financial plan 

Exercising financial Exercising control financial control 

Course in Course Fundamentals in Fundamentals of Banking of and Banking Risk and Management Risk Management (72176) (72176) 


Banking and Risk Banking Management and Risk Management form integral form part an of integral a bank part employee’s of a bank knowledge employee’s framework knowledge and framework it is and it is 

therefore, imperative therefore, that imperative they should that have they a should sound knowledge have a sound of knowledge these subjects. of these The purpose subjects. of The this purpose course of is this course is 

to provide students to provide with students the required with theoretical required and theoretical practical knowledge and practical in knowledge various concepts in various of banking concepts and of risk banking and risk 

management management that is necessary that to is understand necessary to the understand banking environment the banking and environment its role in and society. its role in society. 


Persons involved Persons in a financial involved institution a financial such institution as bankssuch as banks 


Senior Certificate Senior an Certificate equivalent or an NQF equivalent level qualification NQF level qualification 


First intake: 22 First January intake: (registration 22 January takes (registration place from takes 1 December place from until 1 December 22 January) until 22 January) 

Second intake: Second 16 July intake: (registration 16 July takes (registration place from takes 21 place June from until 16 21 July) June until 16 July) 



71

Module: Fundamentals in Banking (CCBF015) - 15 Credits 

Content: 

Fundamentals of banking. The module covers the following: the banking environment; the intermediation within 

the South African financial system; the importance of the financial service sector; the code of banking practice; 

characteristics of the banker-client relationship; and customer needs and requirements within a banking environment. 

Module: Fundamentals in Risk Management (CCBF026) - 15 Credits 

Content: 

Fundamentals of risk management. The module covers the following: typical risks in a financial environment; 

legislation and regulatory requirements; operational risk in a banking environment; and risk management process. 

Course in International Marketing (71250) 


Purpose: 

To provide students with a first-time time exposure to the basic philosophy of project management as a unique, 

specialised discipline of management. The course will introduce certain selected project management concepts 

and terminologies and provide an overview of the whole project management body of knowledge (the PMBOK® 

Guide). It will also enable students to solve practical problems and apply some of the basic project management 

tools and techniques. The course will help students to attain a basic academic-oriented knowledge of the principal 

aspects of project management and to prepare them for further more advanced programmes. The course is aimed 

at all persons and every employee in a business or private/public institution or organisation or department, who 

may be involved with or who is interested in “project-type” work. Similarly; all persons who may be responsible for 

planning and executing projects in small and medium in size and ranging from low to medium complexity; aspirant 

project managers, junior project managers, assistant project managers, project planners, project coordinators, 

project controllers; also senior managers and CEOs who need to gain a basic understanding and appreciation for the 

dynamic nature and potential which may be gained by the use of project management 

Target group: 

All marketers, exporters and entrepreneurs that have an interest in international trade, exporting and international 

marketing fall within the target audience of this course. This could include individuals working for freight forwarders, 

transport companies (such as shipping and airlines), and anybody that has an “international” interest (e.g. 

government officials working for the Department of Foreign Affairs or Trade and Industry. 


Students with appropriate experience or that are over the age of 25 years will also be considered for this Course. 


First semester: 29 Nov 21 Jan 




Module: The Module: International The International Marketing Environment Marketing Environment & Research (CITM01D) & Research - (CITM01D) 12 Credits - 12 Credits 


The benefits and The drawbacks benefits and of international drawbacks of marketing international marketing 

Defining marketing Defining and marketing international and marketing international marketing 

The difference The between difference domestic between and domestic international and marketing international marketing 

Why study international Why study marketing? international marketing? 

Contextualising Contextualising industrial, consumer, industrial, commodity consumer, and commodity service markets and service in international markets in marketing international marketing 

Identifying and Identifying analysing and the various analysing environments the various environments within which international within which marketing international takes marketing place takes place 

The importance The of importance international of marketing international research marketing research 

The international The marketing international research marketing process research process 

In-market versus In-market desk research versus desk research 

Sources of information Sources of for information international for marketing international research marketing research 

Analysing and Analysing interpreting and marketing interpreting data marketing data 

Preparing an international Preparing an marketing international research marketing report research report 

Module: Export Module: Finance Export and Finance Payments and (CITM02E) Payments - 12 (CITM02E) Credits - 12 Credits 


The obstacles The faced obstacles by exporters faced by exporters 

The role of the The WTO, role the of the IMF WTO, and other IMF multilateral and other and multilateral bilateral organisations and bilateral organisations in international in trade international trade 

The role of customs The role and of excise customs and and the excise reserve and bank the in reserve international bank in marketing international marketing 

The international The trade international cycle trade cycle 

Incoterms are Incoterms and how they are and impact how upon they exporting impact upon and exporting international and marketing international marketing 

The international The payment international process payment process 

Ways of financing Ways a of firm’s financing exports a firm’s exports 

Module: Export Module: Administration Export Administration and Logistics and (CITM03F) Logistics - 12 (CITM03F) Credits - 12 Credits 


The proforma The invoice proforma invoice 

The commercial The invoice commercial invoice 

The packing list The packing list 

Bills of lading and Bills other of lading transport and other dopcuments transport dopcuments 

Exchange control Exchange requirements control requirements 

Alternative transport Alternative methods transport methods 

Containerisation Containerisation 

Managing export Managing logistics export logistics 

Marine insurance Marine insurance 


73

Course in Introduction to Retailing (71722) 


Purpose: 

The Course in Introduction to Retailing aims to equip students with the introductory knowledge and skills to be able 

to function in a retail organisation by focusing on the importance of a customer focus and store location, as well as 

the marketing and merchandising of a store to enable a retailer to be successful. 

Target group: 

Managers already within the marketing field, lower-level retail managers, students wishing to enter the retail industry 


Applicants without a senior certificate can apply based on written proof of at least two years working experience in 

retailing. 





Content: 

 

 

 

 

 

Focusing on customers 

Being in the right place 

Designing your store to sell 

Buying the right merchandise 

Suppliers: a key to success 


Content: 

Controlling inventory management 

Pricing for profit 

Managing price changes 

Promoting sales 

Blending store activities for success 

Course in Introduction to Sales and Marketing (76686) 


Purpose: 

This course aims to equip students with the knowledge and skills to be able to function effectively in a sales 

department with a good foundational knowledge of marketing. The qualification provides a solid foundation in 

the basic principles of marketing, including the development of marketing thought, the marketing environment, 

consumer behaviour and market segmentation. The marketing aspect concludes with an in-depth discussion 

of the marketing mix. The main focus of the qualification is sales and successful students will have an extensive 

understanding of the selling process. 

Target group: 

People currently working in sales or are interested in pursuing a career in sales who wish to expand their 

knowledge of the selling function and how it fits into marketing as a management science 




Applicants without Applicants a senior without certificate a senior can certificate apply for admission can apply for based admission written based proof on written of at least proof two of years at least working two years working 

experience in experience sales or marketing. 

sales or marketing. 




Module: Introduction Module: Introduction to Marketing to (PISM01V) Marketing - 12 (PISM01V) Credits - 12 Credits 


Provide competencies Provide competencies (knowledge, skills, (knowledge, norms and skills, values) norms to and interpret values) marketing to interpret fundamentals marketing fundamentals 

The ability to apply The ability and evaluate to apply the and relevance evaluate the of new relevance fundamentals of new fundamentals in a marketing in context a marketing context 

Module: Sales Module: Principles Sales (PISM02W) Principles -(PISM02W) 12 Credits - 12 Credits 


Provide competencies Provide competencies (knowledge, skills, (knowledge, norms and skills, values) norms in and order values) to sell in successfully order to sell by successfully identifying by and identifying and 

analysing customers analysing customers 

Communicate Communicate effectively effectively 

Develop and present Develop appropriate and present sales appropriate presentations sales presentations 

Course in Course Labour in Relations Labour Relations Management Management (71072) (71072) 



The purpose of The this purpose course of is to this afford course students is to afford the opportunity students the to opportunity develop labour to develop relations labour management relations management 

competencies. competencies. This is done in This terms is done of the in Labour terms of Relations the Labour Act 66 Relations of 1995 Act and 66 other of 1995 government and other prescripts government and prescripts and 

the requirements the requirements for the effective for management the effective management of labour relations of labour in organisational relations in organisational context context 


Human resource Human managers, resource supervisors managers, and supervisors practitioners, and labour practitioners, relations labour practitioners, relations trade practitioners, union representatives 

trade union representatives 


A National Senior A National Certificate Senior equivalent Certificate qualification. or equivalent Students qualification. who Students do not have who such do not a qualification, have such a will qualification, be will be 

considered for considered admission for on the admission basis of on alternative the basis admission of alternative criteria admission such as criteria relevant such work as relevant experience. work Students experience. Students 

will be required will to be submit required proof to of submit this in proof the form of this of in a CV the and form references of a CV and or other references prior or learning. other prior learning. 


First Semester First = 15 Semester April 2011 = 15 April 2011 

Second Semester Second = 1 Semester September = 2011 1 September 2011 

Module: Labour Module: Relations Labour Management: Relations Management: A Macro-Perspective A Macro-Perspective (CLRM01L) - (CLRM01L) 12 Credits - 12 Credits 


 

 

 

 

 

Introduction to Introduction labour relations to labour management relations management 

Role-players in Role-players labour relations in labour in South relations Africain South Africa 

South African South labour African relations labour in context relations (environmental in context (environmental influences and influences historical development) 

and historical development) 

The formal framework The formal governing framework labour governing relations labour in South relations Africa: in statutory South Africa: perspectives statutory (Labour perspectives Relations (Labour Act, Relations Act, 

Basic Conditions Basic of Conditions Employment of Act, Employment Act, Equity Employment Act, etc) Equity Act, etc) 

Informal aspects Informal of labour aspects relations of labour dynamics relations (psychosocial dynamics contracting) 

(psychosocial contracting) 



75

Module: Labour Relations Management: A Micro-perspective (CLRM02M) - 12 Credits 

Content: 

The formulation, operation and implementation of strategy 

Conflict management 

Collective bargaining and negotiation 

Collective agreements 

Strike management 

Workplace structures and procedures (grievances, discipline, retrenchment, etc) 

Communication 

Group processes and dynamics 

Worker participation 

Social investment 

Quality control in labour relations 

Course in Personal Financial Management (71056) 

Duration: Six months Credits: 24 

Purpose: 

To educate students, individuals, parents, teachers, skills/HR trainers, brokers to be, employees, entrepreneurs and 

school leavers regarding basic personal financial management with regards to investing a package or lump sum - all 

aspects of the investment decision. This knowledge is a prerequisite for life, for the creation of a positive financial 

future, entrepreneurship and retirement. 

Target group: 

Adults interested in learning about personal financial management 






Module: Personal Financial Management (CPFM01M) - 24 Credits 

Content: 

The module covers the following: investing your package (severance or retirement); how to choose a broker; financial 

risks needs and objectives; choosing between pension and provident funds; preservation funds; different investment 

alternatives; moving to a new employer; buying an existing business (or franchise); investing for retirement; offshore 

investments; investor protection; investment, income tax, estate and retirement planning pitfalls; ante nuptial 

contracts; and emigration. 


Course in Course Management in Management Principles Principles for First-Line for First-Line Management Management (71099) (71099) 



First-line managers First-line play managers important play role an important in the success role in of the organisations success of organisations because they are because directly they responsible are directly for responsible for 

the efficient and the effective efficient delivery and effective of products delivery and of services products to and customers. services to The customers. purpose of The this purpose course of is to this introduce course is to introduce 

students to the students principles to the of general principles management, of general management, focusing on the focusing theory on and the skills theory first-line and skills managers first-line need managers to need to 

perform successfully perform in successfully the South African in the South work environment. African work Case environment. studies and Case interactive studies and activities interactive provide activities students provide students 

with opportunities with opportunities to apply the theory to apply to practice the theory and to to practice their own and jobs. to their own jobs. 


First-line managers, First-line or people managers, aspiring or people to be aspiring first-line to managers be first-line managers 






Module: Introduction Module: Introduction to Management to Management and Management and Management Principles (CMPF01R) Principles -(CMPF01R) 12 Credits - 12 Credits 


Self management Self management and the development and the of development a personal growth of a personal plan growth plan 

An introduction An to introduction first-line management to first-line management principles principles 

Planning and organising Planning and organising 

Leading and controlling Leading and controlling 

Module: Communication, Module: Communication, Human Resources Human Management Resources Management and Financial and Management Financial Management for for 

First-Line Managers First-Line (CMPF02S) Managers - (CMPF02S) Credits 12 - Credits 12 


 

 

 

 

Human resource Human management resource management 

Financial management 


Marketing management 


Basics of project Basics management of project management 


77

Course in Customer Relationship Management (71110) 


Purpose: 

Customer Relationship Management is a broadly recognised, widely-implemented strategy for managing an 

organisation’s interactions with customers, clients and sales prospects. The purpose of the course is to provide 

students with fundamental theoretical and practical knowledge in various concepts of customer relationship 

management that is necessary when interacting with internal and external stakeholders. 

Target group: 

Customer relationship managers, customer relationship practitioners, customer service managers and customer 

service practitioners 


Senior Certificate or an equivalent NQF level 4 qualification or applicable experience 




Module: Customer Relationship Management Principles (CCCR01H) - 12 Credits 

Content: 

The nature and role of relationship marketing 

Building customer relationships 


Process of customer service 

Internal marketing 

Module: Customer Relationship Management: Applied Strategy (CCCR02J) - 12 Credits 

Content: 

 

 

 

 

 

Technology for CRM 

One-to-one marketing and mass customisation 

Building relationships with other stakeholders 

Planning the CRM strategy 

Implementation of CRM in the organisation 

Course in Retail Buying (71692) 


Purpose: 

The Course in Retail Buying aims to equip students with the knowledge and skills to be able to function in a buying 

function in a retail organisation by focusing on the importance of a the buyer’s role in buying for retail organisations 

and the importance of the correct sourcing for retail organisations 

Target group: 

Retail managers and buyers, students who are interested in entering the retail buying field 


Senior Certificate an equivalent NQF level 4 qualification and relevant retail experience 






Module: Introduction Module: Introduction to Retail Buying to Retail (CRTB01R) Buying - (CRTB01R) 12 Credits - 12 Credits 


 

 

 

 

 

 

 

The buyer’s role The in buyer’s contemporary role in contemporary buying buying 

Buying or retail Buying chain organisations retail chain organisations 

Buying for department Buying for stores department stores 

Off-price buying Off-price buying 

Buying for direct Buying retailing for direct organisations retailing organisations 

Merchandise planning Merchandise quantities planning and quantities 

Resident buying Resident offices buying and other offices outside and other information outside services information services 

Module: Retail Module: Sourcing Retail (CRTB02S) Sourcing - 12 (CRTB02S) Credits - 12 Credits 


Merchandise sources Merchandise timing sources and timing 

Buying locally Buying locally 

The global marketplace The global and marketplace import programmes and import programmes 

Negotiation Negotiation 

Pricing Pricing 

Developing private Developing label programmes 

private label programmes 

Buyer’s role in Buyer’s promotional role in activities promotional activities 

The evolution The of retail evolution buying of and retail supply buying chain and management 

supply chain management 

Course in Course Retail Marketing Retail Marketing and Merchandising Merchandising (71137) (71137) 



The Course in The Retail Course Marketing Retail and Marketing Merchandising Merchandising aims to equip aims students to equip with students the knowledge with the and knowledge skills to be and able skills to be able 

to market and to merchandise market a merchandise retail store by a retail examining store by the examining important the marketing important issues marketing retailing, issues as in well retailing, as key as well as key 

merchandising merchandising aspects such aspects visual such merchandising as visual merchandising sourcing. and sourcing. 


Managers already Managers within already the marketing within the field, marketing retail managers, field, retail students managers, wishing students to enter wishing the retail to enter industry. the retail industry. 


Applicants without Applicants a senior without certificate a senior can certificate apply based can on apply written based proof on written of at least proof two of years at least working two years experience working experience in 

retailing. retailing. 






79

Module: Retail Marketing and Merchandising (CRMM01W) - 12 Credits 

Content: 

Strategic retail planning 

Marketing environment 

The buying behaviour of consumers 

Target marketing 

Product life cycle 

Product decisions 

Promotion decisions 

Pricing decisions 

Distribution decisions 

Module: Practical Merchandising (CRMM02X) - 12 Credits 

Content: 

 

 

 

 

 

 

 

Store environment 

Store location and layout 

Visual merchandising 

Sourcing 

The merchandise ordering process 

Merchandise budget control 

The management of working capital 

Course in Strategic Management (72028) 


Purpose: 

Strategic management is in essence about surviving in the volatile contemporary business environment. Strategic 

management consists of two phases, namely strategic planning, and strategy implementation and control. The 

strategic management field has always been seen as the domain of top management. A tremendous need exists 

in the market for strategic management training. As such, the Course in Strategic Management was developed for 

individuals who have not yet been introduced to this field and/or who will be involved in strategic management in 

the near future. The purpose of the Course is to provide training to individuals to form a sound theoretical basis 

from which to practice strategic management. 

Target group: 

Potential managers and/or individuals who have not yet been introduced to strategic management and/or 

those who will be involved in strategic management in the near future. This especially includes lower to middle 

management levels where a theoretical background would be an entry level for students into this field. 


A National Senior Certificate or equivalent qualification is required for enrolment in this programme. Persons not in 

possession of such a qualification will be considered for admission on the basis of alternative admission criteria such 

as relevant work experience (you will be required to submit proof of this in the form of your CV and references) 

or other prior learning.ADDITIONAL REQUIRMENTSThree years business related experience. All students need 

REGULAR access to the Internet and MUST register as a myUnisa user once registered for the Course 






Module: Strategic Module: Planning Strategic (CSTR01L) Planning - 12 (CSTR01L) Credits - 12 Credits 


 

 

 

 

 

 

 

 

 

Strategic planning Strategic planning 

Vision statements Vision statements 

Mission statements Mission statements 

Macro environmental Macro environmental assessments assessments 

Industry analysis Industry analysis 

Assessment of Assessment the operating of the environment operating environment 

Company profile Company profile 

Long-term goals 


Choice and analysis Choice of and strategies analysis of strategies 

Module: Strategy Module: Implementation Strategy Implementation and Control and (CSTR02M) Control -(CSTR02M) 12 Credits - 12 Credits 


Strategy Implementation Strategy Implementation and control and control 

Leadership 

Leadership 

Organisational Organisational culture culture 

Reward systems Reward systems 

Organisational Organisational structure structure 

Resource allocation Resource allocation 

Short-term objectives, Short-term functional objectives, tactics functional and policies tactics and policies 

Strategic control Strategic control 



Course in Course the Introduction in the Introduction to Marketing to Marketing Management Management (71625) (71625) 



The purpose of The this purpose course of is to this provide course a is basic to provide understanding a basic understanding of the marketing of the function marketing to students function in to an students open in an open 

and distant education and distant learning education environment. learning It environment. commences It with commences the clarification with the of clarification the marketing of the terminology. marketing terminology. 

It focuses on the It focuses marketing on the environmental marketing environmental model and helps model the and student helps to the identify student the to target identify market the target for an market for an 

organisation. In organisation. order to do In so order the course to do so focuses the course on consumer focuses behaviour, on consumer market behaviour, segmentation market segmentation and market and market 

research. Furthermore research. it Furthermore exposes students it exposes to the students fundamentals to the fundamentals of the marketing of the mix marketing (product, mix price, (product, promotion price, promotion 

and distribution and as distribution well as the as extended well as the marketing extended mix, marketing people, process mix, people, and physical process evidence) and physical and evidence) how to and how to 

prepare a marketing prepare plan. a marketing plan. 


Persons involved Persons in front-line involved marketing front-line management marketing management in businesses such in businesses as banks, such retailers as banks, and other retailers corporate and other corporate 

institutions institutions 


Senior Certificate Senior an Certificate equivalent or an NQF equivalent level 4 qualification NQF level 4 or qualification relevant experience or relevant experience 



81




Module: Identify the Target Market (CCIM01S) - 12 Credits 

Content: 

Building relationships 

The marketing environment 

The principles of market segmentation 

Market targeting and product positioning 

Information for marketing management 

Module: The Marketing Mix (CCIM02T) - 12 Credits 

Content: 

 

 

 

 

 

 


The distribution/supply chain decision 

Marketing communication decisions 


Price decisions 

People, processes and physical evidence 

Course in Marketing Research (7005X) 


Purpose: 

Successful marketing decisions are based on good knowledge of the principles of marketing and the successful 

gathering of good quality data of the market. The objective of this course is to offer training in marketing research. 

The programme is practical, geared to South African conditions and career-oriented 

Target group: 

Those involved in marketing products and services in business enterprises, the services sector and financial 

institutions; marketing researchers; advertising practitioners; managers/owners of small businesses; sales 

representatives; those who wish to follow a career in marketing, advertising and/or marketing research 


A National Senior Certificate or equivalent qualification is required for enrolment in this programme. Persons not 

in possession of such a qualification will be considered for admission on the basis of alternative admission criteria 

such as relevant work experience. Students will be required to submit proof of this in the form of a detailed CV and 

references, or other prior learning. 






Module: Marketing Module: Research: Marketing Data Research: Collection Data (CRMR03J) Collection - (CRMR03J) 12 Credits - 12 Credits 


 

 

 

 

 

 

Nature, scope Nature, and ethics scope of marketing and ethics research of marketing research 

Marketing research Marketing process research and management process and management of marketing research of marketing research 

Secondary research 


Primary data collection Primary data methods collection methods 

Primary research: Primary survey research: design survey design 

Fieldwork Fieldwork 

Module: Marketing Module: Research: Marketing Data Research: Analysis Data (CRMR04K) Analysis -(CRMR04K) 12 Credits - 12 Credits 


Data capturing Data capturing 

Secondary research: Secondary data research: analysis data analysis 

Primary research: Primary descriptive research: and descriptive inferential and analysis inferential analysis 

Presentation of Presentation survey results of survey results 

Customer Customer Relationship Relationship Management Management Principles Principles for for 

Contact Centre Contact Management Centre Management (76763) (76763) 



This unit standard This will unit provide standard the will abovementioned provide the abovementioned people with a people solid foundation with a solid and foundation an in-depth and knowledge an in-depth of knowledge of 

CRM principles CRM to enable principles them to to enable improve them the to interaction improve the and interaction relationship and with relationship customers. with customers. 


Persons involved Persons in call involved centers in who call interact centers with who customers interact with in any customers way and in who any way manage and any who contact manage any contact 

points with customers. points with customers. 


Successful completion Successful of completion a matric or of senior a matric certificate, or senior relevant certificate, work relevant experience. work experience. 


January - June January - June 

Module: Identify Module: the Target Identify Market the Target (CCIM01S) Market - 12 (CCIM01S) Credits - 12 Credits 


Building relationships Building relationships 

The marketing The environment marketing environment 

The principles The of market principles segmentation of market segmentation 

Market targeting Market and targeting product positioning and product positioning 

Information for Information marketing for management marketing management 


83

Module: Applied Strategy for Contact Centre Management (CRMP02B) - 12 Credits 

Content: 

Introduction to CRM Technology for CRM 

One-to-one marketing and mass customisation 

Building relationships with other stakeholders 

Planning the CRM strategy 

Implementation of CRM in the organisation 

IISA Introductory Programme in Advanced Insurance Practice (7649X) 


Purpose: 

This programme is one in a range of programmes that were designed to specifically address the needs of the 

insurance industry and were transferred to Unisa CBM with effect from 2005. From 2009 the Programme has been 

revised and restructured to meet the Unisa Semester Structure and the preferred format of the Higher Education 

Qualification Framework. This is the first part of the Programme in Advanced lnsurance practice. The programme 

improves the employability of learners in the sense that the successful completion of the programme enables them 

to become insurance professionals with a thorough knowledge of the advanced insurance practices of the insurance 

industry, market and products and who can provide customers with sound guidance and advice. 

Target group: 

The typical students who will enroll for this programme will either be employed by insurance companies, insurance 

brokers, loss adjusters or retirement funds. The programme improves the employability of students in the sense 

that the successful completion of the programme enables them to become professional insurance practitioners with 

a good understanding of the insurance business, an appreciation of the entire insurance market, as well as some 

specialised insurance practice fields, insurance broking and reinsurance, as well as risk management. In addition, all 

intermediaries in the insurance industry who offer ‘advice’ on products need to be in possession of suitable academic 

qualifications and this SLP is in line with part of the advanced requirements. 


SIISA Programme in either Short Term Insurance (76546) or Life Insurance (76538) or Retirement Fund 

Management (76511) 






Module: Introduction Module: Introduction to Risk and Insurance to Risk and (Compulsory) Insurance (Compulsory) (IPAI01R) - 12 (IPAI01R) Credits - 12 Credits 


Probability and Probability Concept of and Risk Concept of Risk 

The Risk Management The Risk Management Concept Concept 

Risk Reduction Risk Reduction 

Risk Data and Risk Presentation, Data and Presentation, 

Probability and Probability the Measurement and the Measurement of Risk of Risk 

Statistical Distributions 

Statistical Distributions 

Module: Introduction Module: Introduction to the Principles to the of Principles Short Term of Insurance Short Term (Compulsory Insurance (Compulsory Option 1) (IPAI02S) Option - 1) (IPAI02S) - 

12 Credits 

Content: 

12 Credits 

Content: 

The Short Term The Insurance Short Term Market Insurance Market 

Risk Management Risk Management 

The Practice of The Underwriting Practice of Underwriting 

Renewals Renewals 

Short Term Reinsurance Short Term Practice Reinsurance Practice 

Claims Procedure Claims Procedure 

Module: Principles Module: in Principles Life Insurance in Life (Compulsory Insurance (Compulsory Option 2) (IPAI03T) Option - 2) 12 (IPAI03T) Credits - 12 Credits 


Long Term Industry Long Term Bodies Industry Affecting Bodies the Life Affecting Intermediary the Life Intermediary 

Investments and Investments their Management and their Management 

Legal and Tax Legal Issuesand Tax Issues 

Life Insurance Life – a Product Insurance Introduction – a Product Introduction 

Retirement Annuities, Retirement Annuities Annuities, and Annuities Supplementary and Supplementary Benefits Benefits 

Health Care in Health South Care Africain South Africa 

Module: Introduction Module: Introduction to Interruption to Interruption Insurance (Elective: Insurance choose (Elective: any 3) choose (IPAI04U) any 3) - 12 (IPAI04U) Credits - 12 Credits 


Fundamental principles Fundamental principles 

The policy framework 

The policy framework 

Gross profit under Gross the profit business under interruption the business section interruption section 

Other items in Other policy, items extensions in the policy, and extensions clauses, the and perils clauses, covered the perils covered 

Insuring the payroll Insuring the payroll 

Damage away Damage from insured’s away from premises insured’s premises 

Module: Introduction Module: Introduction to Liability Insurance to Liability (Elective: Insurance choose (Elective: any 3) choose (IPAI05V) any 3) - 12 (IPAI05V) Credits - 12 Credits 


Sources of liability 

Sources of liability 

Defences and Defences remedies and remedies 

Liability arising Liability from property, arising from bailment property, and vehicles bailment and vehicles 

Products liability Products and defective liability and workmanship defective workmanship 



85

Module: Introduction to Motor Insurance (Elective: choose any 3) (IPAI06W) - 12 Credits 

Content: 

 

 

 

 

 

 

The motor insurance market 

The motor insurance policy, own damage section 

The motor insurance policy – liability section 

The Road Accident Fund Act 

The motor traders external risk policy 

The “Internal Policy” 

Module: Property Insurance (Elective: choose any 3) (IPAI07X) - 12 Credits 

Content: 

Property insurance policies 

Major classes 

Rating and underwriting 

Potential loss and reinstatement 

Module: Property Insurance Hazard (Elective: choose any 3) (IPAI08Y) - 12 Credits 

Content: 

 

 

 

 

 

 

 

 

Ignition and combustion 

Heat 

Electricity 

Explosion 

Hazards of occupancy 

Buildings 

Natural Perils 

Theft 

Module: Introduction to Life Insurance Practice (Elective: choose any 3) (IPAI093) - 12 Credits 

Content: 

 

 

 

 

 

 

 

Introduction to underwriting 

The medical organisation within a life office 

New business procedures – non-medical proposals 

New business procedures – large sums insured 

Aspects of premium collection 

General administrative duties, 

Dealing with intermediaries and clients 

Module: Introduction to Retirement and Related Benefits (Elective: choose any 3) (IPAI10S) - 12 

Content: 

 

 

 

 

 

 

Introduction to retirement funds 

Benefits provided by the state 

Non-retirement fund employee benefits 

Key role players in the retirement fund industry 

The Pension Funds Act and “PF Circulars” 

Other legislation applicable to retirement funds 


Module: Introduction Module: Introduction to Life Insurance to Life Sales Insurance (Elective: Sales choose (Elective: any 3) choose (IPAI11T) any - 3) 12 (IPAI11T) Credits - 12 Credits 


Long term industry Long term bodies industry affecting bodies the intermediary 

affecting the intermediary 

The financial environment 

The financial environment 

Basics of the sales Basics process, of the sales needs process, analysis needs and building analysis a and portfolio building a portfolio 

The Codes of The conduct Codes of of the conduct Life Offices of the Association Life Offices Association 

Key legislation Key affecting legislation the intermediary’s affecting the intermediary’s work work 

Module: Introduction Module: Introduction to Insurance to Broking Insurance (Elective: Broking choose (Elective: any 3) choose (IPAI12U) any 3) - 12 (IPAI12U) Credits - 12 Credits 


Different business Different structures business found structures in South found Africain South Africa 

The insurance The market insurance South market Africain South Africa 

The broker in The the South broker African in the South insurance African market insurance market 

Legislation 

Legislation 

Compliance Compliance 

IISA Introductory IISA Introductory Programme Programme in Life Insurance in Life Insurance (76503) (76503) 



This short learning This short programme learning was programme specifically was developed specifically by developed the Insurance by the Institute Insurance of South Institute Africa of (IISA) South to Africa serve (IISA) to serve 

the educational the needs educational of the life needs insurance of the industry life insurance South industry Africa in and South to provide Africa and the to insurance provide the industry insurance with a industry with a 

higher education higher qualification, education to qualification, both satisfy to educational both satisfy and educational regulatory and needs. regulatory needs. 

This short learning This short programme learning is programme the first part is of the a specific first part learning of a specific programme learning for programme the life insurance for the market. life insurance market. 

As such, students As such, who students have completed who have this completed short learning this short programme learning will programme continue with will continue a further with NQF a level further 5 NQF level 5 

programme in programme life insurance, life in order insurance, to complete in order their to complete insurance their studies insurance at this studies level. The at this programme level. The also programme assists also assists 

with the improvement with the improvement of the knowledge of the and knowledge competence and of competence financial advisors of financial and intermediaries advisors and intermediaries that is required that in is required in 

terms of the Fit terms and of Proper the Fit requirements and Proper requirements of the FAIS Act. of the FAIS Act. 


The typical students The typical who students will enroll who for this will enroll programme for this will programme either be employed will either by be short employed term by insurance short term companies insurance companies 

and insurance and brokers. insurance Students brokers. not presently Students employed not presently in the employed insurance the industry, insurance but who industry, may but want who to obtain may want the to obtain the 

credits attached credits to the attached programme to the in programme order to obtain order employment to obtain in employment the insurance the industry insurance will also industry be allowed will also to be allowed to 

enroll. enroll. 

The programme The improves programme the employability improves the of employability students in of the students sense that in the sense successful that the completion successful of completion the of the 

programme enables programme them enables to become them short-term to become insurance short-term practitioners insurance with practitioners a good introductory with a good understanding 

introductory understanding 

of the legal framework of the legal within framework which short-term within which insurance short-term business insurance is conducted, business personal is conducted, insurance personal practice, insurance practice, 

commercial insurance, commercial marine insurance, and aviation marine insurance, and aviation reinsurance insurance, and reinsurance risk management. and risk management. 

In addition, all In intermediaries addition, all intermediaries the insurance the industry insurance who offer industry ‘advice’ who on offer products ‘advice’ need on products to be in need possession to be of in possession of 

suitable academic suitable qualifications academic and qualifications this SLP is and in line this with SLP part is in line of such with requirements. 

part of such requirements. 



87


IISA Short Course in Elements of Life Insurance or at least 24 insurance credits at NQF level 4 or higher. 




Module: Introduction to Legal Framework of Insurance (IPST01E) - 12 Credits 

Content: 

 

 

 

 

 

 

Introduction to South African Law 

State revenue sources 

Regulatory issues/consumer protection 

The law of contract 

The contract of insurance, third party rights 

The law of agency 

Module: Introduction to Life Underwriting (IPLI02C) - 12 Credits 

Content: 

Introduction to underwriting 

Medical organisation of a life office 

New business procedures – non-medical proposals 

New business procedures - large sums insured 

Module: Introduction to Life Insurance Claims (IPLI03D) - 12 Credits 

Content: 

General overview and principles of claims handling 

Industry control bodies 

Investments 

Death claims 

Death claims without a nominated beneficiary 

Processing accidental death claims 

Module: Introduction to Health Insurance (IPLI04E) - 12 Credits 

Content: 

Historical overview 

The role-players 

International systems 

Key issues 

The Medical Schemes Act 

The Medical Schemes Act of 1998 

Other legislation relevant to medical schemes 


 


Module: Introduction Module: Introduction to Estate Planning to Estate (IPLI05F) Planning - 12 (IPLI05F) Credits - 12 Credits 


Basic principles Basic principles 

Reasons for estate Reasons planning for estate planning 

The Estate Duty The Act Estate Duty Act 

Intestate succession Intestate succession 

Last will and testament Last will and testament 

Module: Introduction Module: Introduction to Retirement to Planning Retirement (IPLI06G) Planning - 12 (IPLI06G) Credits - 12 Credits 


Different business Different structure business found structure in South found Africain South Africa 

Legal registration Legal of registration a business and of a requirements business and requirements that must be met that must be met 

Advantages and Advantages disadvantages and disadvantages of small business of small entities business entities 

Operating within Operating a legally within constituted a legally business constituted entitybusiness entity 

How the death How of a the principal death can of a cause principal problems can cause for a problems businessfor a business 

Business insurance Business opportunities insurance opportunities for the benefit for of the employees benefit of and employees employersand employers 

Group employee Group benefits employee benefits 

Module: Introduction Module: Introduction to Investment to Management Investment Management (ICRF05P) - 12 (ICRF05P) Credits - 12 Credits 


Investment principles Investment and principles practice and practice 

Philosophy and Philosophy strategy and strategy 

Investment fund Investment management fund management 

Investments in Investments equities in equities 

Other types of Other investments types of investments 

The international, The investment international, scene investment scene 

Module: Introduction Module: Introduction to Business Insurance to Business (IPLI07H) Insurance - 12 (IPLI07H) Credits - 12 Credits 


Different business Different structure business found structure in South found Africain South Africa 

Legal registration Legal of registration a business and of a requirements business and requirements that must be met that must be met 

Advantages and Advantages disadvantages and disadvantages of small business of small entities business entities 

Operating within Operating a legally within constituted a legally business constituted entitybusiness entity 

How the death How of a the principal death can of a cause principal problems can cause for a problems businessfor a business 

Business insurance Business opportunities insurance opportunities for the benefit for of the employees benefit of and employees employersand employers 

Group employee Group benefits employee benefits 


89

IISA Introductory Programme in Retirement Fund Management (76600) 


Purpose: 

This short learning programme was specifically developed by the Insurance Institute of South Africa (IISA) to serve 

the educational needs of the retirement fund management industry in South Africa and to provide that sector of the 

insurance industry with a higher education qualification, to both satisfy educational and regulatory needs. 

This short learning programme is the first part of a specific learning programme for the retirement fund management 

sector. As such, students who have completed this short learning programme will continue with a further NQF level 5 

programme in retirement fund management to complete their studies at this level. The programme also assists with 

the improvement of the knowledge and competence of financial advisors and intermediaries that is required in terms 

of the Fit and Proper requirements of the FAIS Act. 

Target group: 

The typical students who will enroll for this short learning programme will either be employed by life insurance 

companies, insurance brokers, independent (Privately Administered) Retirement Funds, fund administrators or 

elsewhere in the retirement fund industry. Students not presently employed in the retirement fund industry, but who 

may want to obtain the credits attached to the short learning programme in order to obtain employment in the 

insurance industry will also be allowed to enroll. 

The programme improves the employability of students in the sense that the successful completion of the 

programme enables them to become retirement fund practitioners with a good introductory understanding of the 

legal framework within which retirement funds are conducted, retirement fund administration; benefit design, fund 

financing and investment practices and instruments. 

In addition, all intermediaries in the retail pensions industry who offer ‘advice’ on products need to be in possession of 

suitable academic qualifications and this SLP is in line with part of such requirements. 


IISA Introductory Programme in Retirement Fund Management 




Module: Introduction to Legal Framework of Insurance (IPST01E) - 12 Credits 

Content: 

 

 

 

 

 

 

Introduction to South African law 






Module: Introduction to Fund Administration (ICRF02L) - 12 Credits 

Content: 

Different types of retirement funds 

Registration procedures 

Statutory control of fund administration 

Employer and employee roles in fund administration 

Duties of the management board 

Duties of the fund administrator 

Communication with members 



Module: Introduction Module: Introduction to Benefit Design to Benefit (ICRF03M) Design - (ICRF03M) 12 Credits - 12 Credits 


An introduction An to introduction the design to of the employee design benefits of employee benefits 

Retirement provision Retirement in developed provision countries in developed countries 

Benefits provided Benefits by the provided state by the state 

Types of arrangements Types of arrangements and the benefits and they provide benefits they provide 

Basic decisions Basic in establishing decisions in a establishing fund a fund 

Service providers Service providers 

Module: Introduction Module: Introduction to Fund Financing to Fund (ICRF04N) Financing - 12 (ICRF04N) Credits - 12 Credits 


Funding principles Funding principles 

The pace of funding The pace of funding 

Statutory requirements 

Statutory requirements 

The valuation The process valuation process 

The valuation The method valuation method 

The valuation The of assets valuation and liabilities of assets and liabilities 

Module: Introduction Module: Introduction to Investment to Management Investment Management (ICRF05P) - 12 (ICRF05P) Credits - 12 Credits 


Investment principles Investment and principles practice and practice 

Philosophy and Philosophy strategy and strategy 

Investment fund Investment management fund management 

Investments in Investments equities in equities 

Other types of Other investments types of investments 

The international, The international, investment scene investment scene 

IISA Introductory IISA Introductory Programme Programme to Short Term to Short Insurance Term Insurance (7652X) (7652X) 




the educational the needs educational of the short needs term of the insurance short term industry insurance South industry Africa in and South to provide Africa and the to insurance provide the industry insurance industry 

with a higher with education higher qualification, education to qualification, both satisfy to educational both satisfy and educational regulatory and needs. regulatory needs. 

This short learning This short programme learning is programme the first part is of the a specific first part learning of a specific programme learning for programme the short term for the insurance short term insurance 

market. As such, market. learners As such, who learners have completed who have this completed short learning this short programme learning will programme continue with will continue a further with a further 

NQF level 5 programme NQF level 5 in programme short term insurance, short term in order insurance, to complete in order their to complete insurance their studies insurance at this studies level. The at this level. The 

programme also programme assists with also the assists improvement with the improvement of the knowledge of the and knowledge competence and of competence financial advisors of financial and advisors and 

intermediaries intermediaries that is required that in is terms required of the in Fit terms and of Proper the Fit requirements and Proper requirements of the FAIS Act. of the FAIS Act. 



91

Target group: 

The typical students who will enroll for this programme will either be employed by short term insurance companies 

and insurance brokers. Students not presently employed in the insurance industry, but who may want to obtain the 

credits attached to the programme in order to obtain employment in the insurance industry will also be allowed to 

enroll. 


programme enables them to become short-term insurance practitioners with a good introductory understanding 

of the legal framework within which short-term insurance business is conducted, personal insurance practice, 

commercial insurance, marine and aviation insurance, reinsurance and risk management. 

In addition, all intermediaries in the insurance industry who offer ‘advice’ on products need to be in possession of 



Senior Certificate or an equivalent NQF level 4 qualification plus at least 24 insurance credits at a NQF level 4 or the 

IISA Short Course in Elements of Short Term Insurance 




Module: Introduction to Legal Framework of Insurance (Compulsory plus four elective modules) 

(PSTI01E) - 12 Credits 

Content: 

 

 

 

 

 

 

Introduction to South African law 






Module: Introduction to Personal Insurance Practice (Elective) (PSTI02F) - 12 Credits 

Content: 

Insurance and the consumer 

The personal insurance market today 

Managing the domestic risk 

Reinsurance and personal lines business 

The proposal 

Policy wording: general terms and conditions 

Module: Introduction to Commercial Insurance Practice (Elective) (PSTI03G) - 12 Credits 

Content: 

Standards features of the Multimark policy 

Fire and perils 

Business interruption 

Principles of liability insurance 

The liability policy 

Other forms of liability cover 



Module: Introduction Module: Introduction to Marine Insurance to Marine (Elective) Insurance (PSTI04H) (Elective) - 12 (PSTI04H) Credits - 12 Credits 


Geography 

Geography 

Trades and commodities 

Trades and commodities 

International trade International trade 

Marine insurance Marine insurance 

Marine policies Marine policies 

Marine Insurance Marine ActInsurance Act 

Module: Introduction Module: Introduction to Risk Management to Risk Management (Elective) (PSTI05H) (Elective) - 12 (PSTI05H) Credits - 12 Credits 


The concept of The riskconcept of risk 

The role of risk The management role of risk management 

Risk identification Risk methods identification methods 

Risk identification Risk identification 

Risk evaluation Risk evaluation 

Risk and loss control Risk and loss control 

Module: Introduction Module: Introduction to Reinsurance to Reinsurance Practice (Elective) Practice (PSTI06J) (Elective) - 12 (PSTI06J) Credits - 12 Credits 


Basics of reinsurance Basics of reinsurance 

Methods of reinsurance Methods of reinsurance 

Proportional reinsurance Proportional reinsurance 

Non-proportional Non-proportional reinsurance reinsurance 

Classes of insurance 


IISA Programme IISA Programme in Life Insurance in Life Insurance (76538) (76538) 




the educational the needs educational of the life needs insurance of the industry life insurance South industry Africa in and South to provide Africa and the to insurance provide the industry insurance with industry a with a 

higher education higher qualification, education to qualification, both satisfy to educational both satisfy and educational regulatory and needs. regulatory needs. 

This short learning This short programme learning is programme the second is part the of second a specific part learning of a specific programme learning for programme the life insurance for the life insurance 

market. As such, market. students As such, who students have completed who have this completed short learning this short programme learning may programme continue may with continue a NQF level with a NQF level 

6 programme 6 in programme advanced insurance advanced practice, insurance order practice, to complete in order their to complete insurance their studies. insurance The programme studies. The also programme also 

assists with the assists improvement with the improvement of the knowledge of the and knowledge competence and of competence financial advisors of financial and intermediaries advisors and intermediaries that is that is 

required in terms required of the in Fit terms and of Proper the Fit requirements and Proper requirements of the FAIS Act. of the FAIS Act. 



93

Target group: 

The typical students who will enroll for this programme will either be employed by life insurance companies and 

insurance brokers. Students not presently employed in the insurance industry, but who may want to obtain the 

credits attached to the programme in order to obtain employment in the insurance industry will also be allowed to 

enroll. 


programme enables them to become life insurance practitioners with a good introductory understanding of the legal 

framework within which life insurance business is conducted, individual life insurance practice, disability insurance, 

medical insurance, reinsurance and risk management. 

In addition, all intermediaries in the life insurance industry who offer ‘advice’ on products need to be in possession of 



IISA Introductory Programme in Life Insurance 




Module: Legal Framework of Life Insurance (Compulsory plus three elective modules) (PRLI014) - 12 

Credits 

Content: 

 

 

 

 

 

 

The long term insurance act and related matters 

The LOA codes of practice 

Policyholder protection 

Income tax aspects 

Death and its implications 

Other legislation applicable to ling term insurance 

Module: Life Insurance Underwriting (Compulsory plus three elective modules) (PRLI025) - 12 

Content: 

Bodily systems and diseases 

Geographical and occupational risks 

Underwriting of group risks business 

Underwriting of dread disease, permanent health and health insurance 

Module: Life Insurance Underwriting (Compulsory plus three elective modules) (PRLI025) - 12 

Content: 

Bodily systems and diseases 

Geographical and occupational risks 

Underwriting of group risks business 

Underwriting of dread disease, permanent health and health insurance 



Module: Life Module: Insurance Life Claims Insurance (Elective) Claims (PRLI036) (Elective) - 12 (PRLI036) Credits - 12 Credits 


Permanent health Permanent insurance health claims insurance claims 

Health and hospital Health insurance and hospital claims insurance claims 

Dread disease Dread and lump disease sum and disability lump sum claims disability claims 

Maturities, surrenders Maturities, and surrenders loans and loans 

Retirement annuity Retirement and other annuity annuity and other claimsannuity claims 

Module: Health Module: Insurance Health (Elective) Insurance (PRLI048) (Elective) - 12 (PRLI048) Credits - 12 Credits 


Costing principles Costing principles 

Routine administration 

Routine administration 

Health maintenance Health maintenance 

Medical aid schemes Medical aid schemes 

Insurance policies Insurance policies 

Managed care Managed concepts care and concepts applications and applications 

Marketing health Marketing insurance health insurance 

Module: Estate Module: Planning Estate (Elective) Planning (PRLI059) (Elective) - 12 (PRLI059) Credits - 12 Credits 


The administration The administration of estates of estates 

Claims against Claims the estate against the estate 

Trusts Trusts 

Other legislation Other applicable legislation to the applicable planning to of the an planning estate of an estate 

Estate planning Estate mechanisms planning mechanisms 

Module: Retirement Module: Planning Retirement (Elective) Planning (PRLI06A) (Elective) - 12 (PRLI06A) Credits - 12 Credits 


Legal and tax Legal implications and tax within implications retirement within planning retirement planning 

Planning considerations 

Planning considerations 

The retirement The plan retirement in action plan in action 

Module: Business Module: (Life) Business Insurance (Life) (Elective) Insurance (PRLI07B) (Elective) - 12 (PRLI07B) Credits - 12 Credits 


Financial statements Financial statements 

Using financial Using statements financial to statements value a business to value entity a business entity 

Short term insurance Short term for business insurance for business 

Module: Investment Module: Management Investment Management (Elective) (PRLI08C) (Elective) - 12 (PRLI08C) Credits - 12 Credits 


Working with Working interest with interest 

Measuring investment Measuring performance investment performance 

Performance comparison Performance comparison 


95

IISA Programme in Retirement Fund Management (76511) 


Purpose: 

This short learning programme was specifically developed by the Insurance Institute of South Africa (IISA) to serve 

the educational needs of the retirement fund management sector in South Africa and to provide that sector with a 

higher education qualification, to both satisfy educational and regulatory needs. 

This short learning programme is the second part of a specific learning programme for the retirement fund 

management sector. As such, students who have completed this short learning programme may continue with 

a NQF level 6 programme in advanced insurance practice, in order to complete their insurance studies. The 

programme also assists with the improvement of the knowledge and competence of financial advisors and 

intermediaries that is required in terms of the Fit and Proper requirements of the FAIS Act. 

Target group: 

The typical students who will enroll for this programme will either be employed by life insurance companies, 

insurance brokers, independent (privately administered) retirement funds, fund administrators or elsewhere in the 

retirement fund industry. Students not presently employed in the retirement fund industry, but who may want to 

obtain the credits attached to the programme in order to obtain employment in the insurance industry will also be 

allowed to enroll. 


programme enables them to become retirement fund practitioners with a good introductory understanding of the 

legal framework within which retirement funds are conducted, retirement fund administration; benefit design, fund 

financing and investment practices and instruments. 

In addition, all intermediaries in the retail pensions industry who offer ‘advice’ on products need to be in possession 

of suitable academic qualifications and this SLP is in line with part of such requirements. 


The IISA Short Course in Elements of Life Insurance or at least 24 insurance credits at at least NQF level 4 




Module: Legal Framework of Retirement Funds (PRRF01L) - 12 Credits 

Content: 

 

 

 

 

 

 

The Pension Funds Act 

Pension funds circulars, 

Other retirement fund related circulars 

Other legislation applicable to retirement funds 

Death and its implications 

Tax aspects specifically applicable to retirement funds 

Module: Fund Administration (PRRF02M) - 12 Credits 

Content: 

Audits and valuations 

Reports to be submitted to the financial services board 

Alterations, terminations and mergers 



Module: Benefit Module: Design Benefit (PRRF03N) Design - (PRRF03N) 12 Credits - 12 Credits 


 

 

 

 

 

 

 

Benefits of retirement 

Benefits of retirement 

Benefits on death Benefits on death 

Benefits on disability Benefits on disability 

Benefits on withdrawal Benefits on withdrawal 

Reasons for changing Reasons a for benefit changing structure a benefit structure 

Mergers, transfers Mergers, and the transfers discontinuance and the discontinuance of a fund of a fund 

Dealing with surpluses Dealing with surpluses 

Module: Fund Module: Financing Fund (PRRF04P) Financing -(PRRF04P) 12 Credits- 12 Credits 


The valuation The report valuation report 

Actuarial valuation Actuarial of the valuation sample of provident the sample fundprovident fund 

Module: Investment Module: Management Investment Management (PRRF05Q) - (PRRF05Q) 12 Credits - 12 Credits 


Working with Working interest with interest 

Measuring investment Measuring performance investment performance 

Performance comparison Performance comparison 

IISA Programme IISA Programme in Short Term in Short Insurance Term Insurance (76546) (76546) 




the educational the needs educational of the short needs term of the insurance short term industry insurance South industry Africa in and South to provide Africa and the to insurance provide the industry insurance industry 

with a higher with education higher qualification, education to qualification, both satisfy to educational both satisfy and educational regulatory and needs. regulatory needs. 

This short learning This short programme learning is programme the second is part the of second a specific part learning of a specific programme learning for programme the short term for the insurance short term insurance 

market. As such, market. students As such, who students have completed who have this completed programme this may programme continue may with continue a NQF level with 6 a programme NQF level 6 in programme in 

advanced insurance advanced practice, insurance order practice, to complete in order their to complete insurance their studies. insurance The programme studies. The also programme assists with also the assists with the 

improvement improvement of the knowledge of the and knowledge competence and of competence financial advisors of financial and intermediaries advisors and intermediaries that is required that in is terms required in terms 

of the Fit and of Proper the Fit requirements and Proper requirements of the FAIS Act. of the FAIS Act. 


The typical students The typical who students will enroll who for this will programme enroll for this will programme either be employed will either by be short employed term by insurance short term companies insurance companies 

and insurance and brokers. insurance Students brokers. not presently Students employed not presently in the employed insurance industry, the insurance but who industry, may want but who to obtain may want the to obtain the 

credits attached credits to the attached programme to the in programme order to obtain order employment to obtain in employment the insurance industry the insurance will also industry be allowed will also to enroll. be allowed to enroll. 

The programme The improves programme the improves employability the employability of students in of the students sense that in the sense successful that the completion successful of completion the of the 

programme enables programme them enables to become them short-term to become insurance short-term practitioners insurance with practitioners a good introductory with a good understanding 

introductory understanding 

of the legal framework of the legal within framework which short-term within which insurance short-term business insurance is conducted, business is personal conducted, insurance personal practice, insurance practice, 

commercial insurance, commercial marine insurance, and aviation marine insurance, and aviation reinsurance insurance, and reinsurance risk management. and risk management. 

In addition, all In intermediaries addition, all intermediaries the insurance the industry insurance who industry offer ‘advice’ who on offer products ‘advice’ need on products to be in need possession to be in of possession of 

suitable academic suitable qualifications academic and qualifications this SLP is and in line this with SLP is part in line of such with requirements. 

part of such requirements. 



97


IISA Introductory Programme in Short Term Insurance 




Module: Legal Framework of Short Term Insurance (PSTI01D) - 12 Credits 

Content: 

Law of Delict - legal principles 

Law of Delict - origins of legal principles 

The Short Term Insurance Contract 

Legal persons 

The Short Term Insurance Act, 1998 (Act 53 of 1998) 

Regulations applicable to Intermediaries 

FAIS and the FAIS Ombud 

The Policyholder Protection Rules 

Module: Personal Insurance Practice (PSTI02E) - 12 Credits 

Content: 

House owners and householders 

Personal all risks, personal liability and personal accident 

Personal motor insurance 

Specialist cover 

Long term insurance and investment options 

Claims in a personal lines environment 

Module: Commercial Insurance Practice (PSTI03F) - 12 Credits 

Content: 

Theft, money, fidelity, goods in transit 

Accounts receivable, glass, business all risk, accidental damage 

Group personal accident and stated benefits 

Motor insurance 

Electronic equipment section 

Other classes of insurance and reinsurance 

Claims 

Module: Introduction to Aviation Insurance (PST104G) - 12 Credits 

Content: 

Aviation-market practice 

Aviation law 

Aviation policy forms and conditions 



Module: Reinsurance Module: Reinsurance Practice (PSTI05H) Practice - 12 (PSTI05H) Credits - 12 Credits 




Reinsurance treaty Reinsurance wordings treaty wordings 

Transacting reinsurance Transacting reinsurance 

Transacting reinsurance Transacting premiums reinsurance and premiums reserves and reserves 

Transacting reinsurance: Transacting underwriting 

reinsurance: underwriting 

The reinsurance The market reinsurance market 

Module: Risk Module: Management Risk Management (PSTI06J) - 12 (PSTI06J) Credits - 12 Credits 


Financing risk Financing risk 

Transferring risk Transferring risk 

Alternative risk Alternative transfer (ART) risk transfer (ART) 

Personal risk management 

Personal risk management 

Introduction to Introduction risk data to risk data 

IISA Programme IISA Programme in Advanced in Advanced Insurance Insurance Practice (76481) Practice (76481) 



These programmes These represent programmes an advanced represent qualification an advanced for qualification insurance staff for insurance working staff across working all sectors across of the all sectors of the 

insurance industry, insurance planning industry, to ultimately planning gain to ultimately a professional gain a qualification. professional It qualification. provides an It enhanced provides understanding enhanced understanding of 

of 

insurance practice, insurance both practice, in terms both of technical in terms subject of technical matter subject and overall matter management and overall management skills, often irrespective skills, often of irrespective the of the 

role of the person. role of the person. 


the advanced the educational advanced needs educational of the insurance needs of the industry insurance South industry Africa in and South to provide Africa and the to insurance provide the industry insurance industry 

with a higher with education higher qualification, education to qualification, satisfy both to educational satisfy both and educational regulatory and needs. regulatory needs. 

The programmes The provides programmes for the provides development for the development in two spheres, in firstly two spheres, in the business firstly in of the insurance, business through of insurance, the through the 

two compulsory two subjects, compulsory and then subjects, in the and processes then in the and processes practices and of insurance practices at of an insurance advanced at technical an advanced level technical in level in 

the specific sub-field the specific through sub-field the elective through subjects. the elective In the subjects. case of In the the latter, case both of the the latter, formative both the (assignments) formative (assignments) and and 

summative (examinations) summative (examinations) assessments test assessments the student’s test ability the student’s to apply ability the knowledge to apply the and knowledge skills by requiring and skills by requiring 

him/her to solve him/her problems, to solve analyse problems, and make analyse recommendations and make recommendations using a factual using case a study factual as case part of study the as testing. part of the testing. 

This short learning This short programme learning is programme the first part is of the a specific first part learning of a specific programme learning for programme the advanced for the insurance advanced insurance 

market. As such, market. learners As such, who learners have completed who have this completed short learning this short programme learning will programme continue with will continue a further with a further 

NQF level 6 programme NQF level 6 in programme advanced insurance advanced practice, insurance order practice, to complete in order their to complete insurance their studies. insurance Upon studies. Upon 

completion of completion the second of part the of second this specific part of learning this specific programme, learning student programme, will academically student will qualify academically for election qualify to for election to 

Associateship Associateship of the Insurance of the Institute Insurance of South Institute Africa of and South the Africa accompanying and the accompanying professional designation, professional subject designation, to subject to 

the bye-laws from the bye-laws time to time. from time to time. 



99

Target group: 

The typical students who will enroll for this programme will either be employed by insurance companies, insurance 

brokers, loss adjusters or retirement funds. 


programme enables them to become professional insurance practitioners with a good understanding of the 

insurance business, an appreciation of the entire insurance market, as well as some specialised insurance practice 

fields, insurance broking and reinsurance, as well as risk management. 

In addition, all intermediaries in the insurance industry who offer ‘advice’ on products need to be in possession of 

suitable academic qualifications and this SLP is in line with part of the advanced requirements. 


IISA Introductory Programme in Advanced Insurance Practice 




Module: Risk and Insurance (Compulsory) (PAIP01G) - 12 Credits 

Content: 

 

 

 

 

 

Broad Concepts of Insurance 

Risk/Insurance Classes 

Specific Insurance Applications 

Risk Financing, Captives 

Alternative Risk Transfer 

Module: Principles of Short Term Insurance (Compulsory only if not registered for Principles in Life 

Insurance) (PAIP02H) - 12 Credits 

Content: 

The Personal Insurance Policy 

Commercial Insurance 

Motor Insurance 

SASRIA, COID and Miscellaneous covers 

Module: Principles in Life Insurance (Compulsory only if not registered for Short Term Insurance) 

(PAIP03J) - 12 Credits 

Content: 

Introduction to Underwriting 

Policy Servicing 

General Overview and Principles of Claims 

An Introduction to Retirement Funds 

The Use of Insurance in a Business Environment 

Estate Planning 



Module: Interruption Module: Interruption Insurance (Option Insurance 1) (PAIP04K) (Option 1) -(PAIP04K) 12 Credits- 12 Credits 


Determining the Determining sum insured the sum insured 

Special forms Special of insurance forms of insurance 

Rating: Deductibles: Rating: Interruption Deductibles: reports Interruption reports 

Engineering interruption Engineering insurance interruption insurance 

Claims Claims 

Module: Liability Module: Insurance Liability (Option Insurance 2) (PAIP05L) (Option 2) - 12 (PAIP05L) Credits - 12 Credits 


The public liability The public policy liability policy 

Public liability Public underwriting liability underwriting 

Claims handling Claims handling 

Module: Motor Module: Insurance Motor (Option Insurance 3) (PAIP06M) (Option 3) -(PAIP06M) 12 Credits- 12 Credits 


Motor fleets Motor fleets 

Motor underwriting Motor and underwriting claims prevention and claims prevention 

Claims Claims 

Motor statistics Motor statistics 

Module: Property Module: Insurance Property Claims Insurance (Option Claims 4) (PAIP07N) (Option 4) - 12 (PAIP07N) Credits - 12 Credits 


Claims I - Fire Claims I - Fire 

Claims II – Miscellaneous 

Claims II – Miscellaneous 

Engineering and Engineering construction and insurance construction insurance 

Contribution and Contribution apportionment and apportionment 

Assets all risk Assets all risk 

Risk financing Risk financing 

Module: Property Module: Insurance Property Perils Insurance (Option Perils 5) (PAIP08P) (Option 5) - 12 (PAIP08P) Credits - 12 Credits 


Malicious Damage Malicious and Arson Damage and Arson 

The Risk Survey The Risk Survey 

Module: Life Module: Insurance Life Practice Insurance (Option Practice 6) (PAIP09Q) (Option 6) - 12 (PAIP09Q) Credits - 12 Credits 


General overview General and overview principles and of claims principles handling of claims handling 

Dealing with claims Dealing with claims 

Maturities, surrenders Maturities, and surrenders the payment and of the claims payment of claims 



101

Module: Retirement and Related Benefits (Option 6) (PAIP09Q) - 12 Credits 

Content: 

 

 

 

 

 

 

Different types of retirement funds 

Other types of retirement funds 

The difference between defined benefit and defined contribution schemes 

Group life insurance and other ancillary benefits 

Retirement fund investments and their management 

Marketing in a retirement fund environment 

Module: Life Insurance Sales (Option 7) (PAIP011J) - 12 Credits 

Content: 

Estate planning 

Investment and their management 

Investments 

Business entities 

Business insurance 

Module: Insurance Broking (Option 8) (PAIP12K) - 12 Credits 

Content: 

Industry agreements 

Financial issues 

Operations 

Subsidiary business functions 

Programme in Advanced Marketing Management (71129) 


Purpose: 

The future of most organisations depends on the manner in which they deal with their environment and the 

approach they follow in respect of their markets and competitors. A business needs to be proactive in dealing with 

these key factors. The aim of this programme is to focus on the strategic aspects of marketing so as to be able to 

deal successfully with the challenges that face businesses in these key areas. 

Target group: 

Marketing managers, retail managers, marketing executives 


A university degree in marketing, a relevant Technikon Marketing Diploma, a relevant certificate such as the IMM, 

the Programme in Business-to-Business Marketing, the Programme in Retail Management, the Programme in 

Marketing Management, or the Programme in Sales and Marketing. 


30 November – 17 March 



Module: Foundation Module: for Foundation Market Strategy for Market Selection Strategy (PAMM01P) Selection (PAMM01P) - 12 Credits - 12 Credits 


The strategic The approach strategic to marketing approach management 

to marketing management 

Customer analysis 

Customer analysis 

Competitor analysis Competitor analysis 


Environmental Environmental analysis analysis 

Module: Internal Module: Analysis Internal (PAMM02Q) Analysis (PAMM02Q) - 12 Credits - 12 Credits 


Self-analysis Self-analysis 

Portfolio analysis Portfolio analysis 

Sustainable competitive Sustainable advantages competitive advantages 

Methods used Methods to analyse used internal to analyse strengths internal and strengths weaknesses and weaknesses 

Module: Formulation Module: Formulation of Competitive of Competitive Market Strategy Market (PAMM03R) Strategy (PAMM03R) - 12 Credits - 12 Credits 


Differentiation Differentiation strategy strategy 

Low-cost strategy Low-cost strategy 

Focus strategy Focus strategy 

The pre-emptive The move pre-emptive move 

Module: The Module: Investment The Decision Investment in Market Decision Strategy in Market (PAMM04S) Strategy -(PAMM04S) 12 Credits - 12 Credits 


Growth strategies Growth strategies 

Growth strategy: Growth diversification strategy: diversification 

Strategies in mature Strategies and in declining mature and markets declining markets 

Global strategies Global strategies 

Implementation Implementation and control and control 

Programme Programme in Business Business Communication Communication (71854) (71854) 

Duration: One Duration: year (2 One semesters) year (2 semesters) NQF Level 6NQF Level 6 Credits: 48 Credits: 48 


The objective The of this objective programme of this is programme to teach interpersonal is to teach interpersonal communication communication skills to business skills people. to business One of people. the One of the 

main problems main business problems and in marketing business and is the marketing inability is of the people inability to communicate of people to communicate effectively. Communication 

effectively. Communication 

skills are essential skills to are interaction essential to in interaction business and in without business them, and without misunderstanding them, misunderstanding conflict are and inevitable. conflict are The inevitable. The 

acquisition of acquisition communication of communication skills will enable skills students will enable to benefit students fully to from benefit further fully education from further and education training in and their training in their 

business careers. business careers. 



103

Target group: 

Distance education by means of study guides, tutorial letters and assignments. 







First semester: 29 Nov – 21 January 


Module: Linguistic Ability in Business (PBCM01H) - 12 Credits 

Content: 

 

 

 

Business language 

Business grammar and style 

Developing reading skills 

Module: The Communication Process in a Multicultural Business Environment (PBCM02J) - 12 

Content: 

The nature and process of communication 

Developing business messages 

Listening and non-verbal communication 

Communicating across cultures 

Module: Oral and Written Communication in Business (PBCM03K) - 12 Credits 

Content: 

Written communication 

Oral communication 

Visual and graphical communication 

Module: Internal and External Interaction in Business (PBCM04L) - 12 Credits 

Content: 

Internal communication 

External communication 

Persuasive messages 

Ethics in business communication 


Programme Programme in Business Business Continuity Continuity Management Management (72508) (72508) 

Duration: One Duration: year (A One student year can (A student register can register 

NQF Level 5NQF Level 5 

for a maximum for a of maximum 3 modules of per 3 modules semester) per semester) 

Credits: 72 Credits: 72 


Business Continuity Business Management Continuity Management is integral part is an of integral operational part of risk operational management risk management and is rapidly and becoming is rapidly becoming 

a specialised management a specialised management discipline in its discipline own right. in its This own programme right. This will programme provide employees will provide of employees all business of all business 

environments environments with the necessary with the skills necessary to manage skills risk to exposures manage risk which exposures may threaten which may the effective threaten continuation the effective of continuation of 

the business should the business such a should risk event such materialise. a risk event materialise. 


Employees of Employees the public and of the private public sectors and private involved sectors in risk involved management in risk management and business continuity and business management. continuity management. 


Senior Certificate Senior Certificate an equivalent or an NQF equivalent level 4 qualification. NQF level 4 qualification. 


First semester: First 29 semester: Nov – 20 Jan 29 Nov – 20 Jan 

Second semester: Second 20 semester: Jun – 15 Jul 20 Jun – 15 Jul 

Module: Introduction Module: Introduction to Enterprise to Wide Enterprise Risk Management Wide Risk Management (PCOM01C) -(PCOM01C) 12 Credits - 12 Credits 


Identify the business Identify and the business processes and business processes 

Risk types and Risk definitions types and definitions 

Underlying operational Underlying risk operational factors risk factors 

Risk Management Risk Management framework framework 

Risk Management Risk Management process process 

Global approach Global and approach focus on risk and management 

focus on risk management 

Module: Introduction Module: Introduction to Business Continuity to Business Management Continuity Management 1 (PCOM02D) 1 (PCOM02D) - 12 Credits - 12 Credits 


Fundamentals Fundamentals of risk management of risk management 

Historical view Historical of business view continuity of business (BCM) continuity SA (BCM) in SA 

Concept of corporate Concept governance of corporate governance 

BCM principles, BCM planning, principles, process planning, and concepts process and concepts 

BCM definitions BCM and definitions terminology and terminology 

Module: Introduction Module: Introduction to Business Continuity to Business Management Continuity Management 2 (PCOM03E) 2 -(PCOM03E) 12 Credits - 12 Credits 


Business in a dynamic Business and in a changing dynamic and environment changing environment 

Business processes Business and processes systems and systems 

Strategic directions Strategic of the directions business of the business 

Funding of business Funding continuity of business continuity 

Roles and responsibilities 

Roles and responsibilities 

Module: Strategic Module: Business Strategic Continuity Business Management Continuity Management (PCMO04F) -(PCMO04F) 12 Credits - 12 Credits 


 

 

 

 

 

International organisation International for organisation standards for standards 

Risk financing Risk financing 

Insurance as a Insurance risk transferring as a risk technique transferring technique 

BCM strategies BCM strategies 

BCM Legislation BCM Legislation 



105

Module: Business Continuity Planning 1 (PCOM05G) - 12 Credits 

Content: 

Identify a risk incident 

Evaluate the incident 

Determine control measures 

Monitor the BCM control measures 

Module: Business Continuity Planning 2 (PCOM06H) - 12 Credits 

Content: 

Behavioral analysis 

Risk identification 

Business continuity strategy and plans 

BCM evaluation 

BCM monitoring 

Programme in Business Focused Management (71757) 


Purpose: 

The purpose of the Programme in Business Focused Management is to equip potential managers with (i) a 

basic knowledge of the economic environment ; (ii) methods of price determination in a market economy; (iii) 

a basic understanding of a macro-economic perspective of the South African economy; (iv) knowledge of the 

three important sectors of the economy; (v) the principles of establishing a new business; (vi) knowledge of the 

functioning of a business organisation; (vii) the principles of general management; (vii) knowledge of the functional 

areas of management; (viii) knowledge of effective business communication; and (ix) critical factors determining the 

success of a manager. 

Target group: 

Supervisory and middle levels of management in medium to large sized business organisations 





Module: Introduction to the Business World (PBFM01V) - 12 Credits 

Content: 

Equip potential managers with a basic knowledge of the economic environment, methods of price determination 

in a market economy, a basic understanding of a macro-economic perspective of the South African economy, and 

knowledge of the three important sectors of the economy. 

Module: The Entrepreneur and His Business (PBFM02W) - 12 Credits 

Content: 

To provide insight into and an understanding of how businesses are established; how entrepreneurs can enter the 

business world and what the job of the manager in a business entails. 



Module: Specialised Module: Areas Specialised of Management Areas of Management (PBFM03X) -(PBFM03X) 12 Credits - 12 Credits 


To provide insight To provide into and insight an understanding into understanding of the specialised of the areas specialised of management areas of management which ultimately which form ultimately a form a 

synergistic whole synergistic that directs whole the that organisation directs the towards organisation its goals. towards These its goals. functional These areas functional are marketing, areas are public marketing, public 

relations, finance, relations, human finance, resources, human operations resources, and operations purchasing and management. 

purchasing management. 

Module: Critical Module: Factors Critical Determining Factors Determining the Success the of a Success Manager of (PBFM04Y) a Manager -(PBFM04Y) 12 Credits - 12 Credits 


To provide insight To provide into, and insight an understanding into, understanding of the communication of the communication issues and skills issues which and are skills important which are in a important in a 

business organisation. business organisation. These issues are These multicultural issues are business multicultural communication, business communication, oral and written oral communication and written communication and and 

internal and external internal business and external communication. business communication. 

Programme Programme in Business-to-Business Business-to-Business Marketing Marketing (71706) (71706) 



The focus of study The focus of this of programme study of this is programme on the marketing is on the and marketing selling of and goods selling and of services goods by and one services business by to one business to 

another business another organisation business (referred organisation to as (referred business-to-business as business-to-business (B2B) or sometimes (B2B) or industrial sometimes marketing). industrial This marketing). This 

programme is programme intended to is provide intended students to provide with students the knowledge with the and knowledge skills to analyse and skills customers analyse and customers the operating and the operating 

environment within environment which B2B within marketing which B2B takes marketing place, to takes prepare place, a strategic to prepare marketing a strategic plan, marketing to develop plan, alternative to develop alternative 

marketing strategies marketing and strategies to prepare and to export prepare plan an for export the firm. plan for the firm. 


Marketers, industrial Marketers, marketers, industrial business-to-business marketers, business-to-business marketers, professional marketers, persons professional such as persons engineers, such architects, as engineers, architects, 

scientists working scientists in an working industrial in environment 

an industrial environment 


Senior Certificate Senior Certificate an equivalent or an NQF equivalent level 4 qualification NQF level 4 and/or qualification relevant and/or experience relevant and experience mature age. and mature age. 




Module: Customer Module: Analysis Customer (PB2B01W) Analysis -(PB2B01W) 12 Credits - 12 Credits 


Defining marketing Defining marketing 

The role of marketing The role in of the marketing business in the business 

The environments The environments within which marketing within which is performed marketing is performed 

The marketing The concept marketing concept 

The marketing The management marketing management process process 

Marketing planning 

Marketing planning 

Drawing up a Drawing marketing up plan a marketing plan 

Module: Strategic Module: Marketing Strategic Planning Marketing (PB2B02X) Planning - (PB2B02X) 12 Credits - 12 Credits 


 

 

 

 

The nature of The strategic nature marketing of strategic marketing 

Environmental Environmental analysis for strategic analysis marketing for strategic planning marketing planning 

Planning techniques Planning for techniques strategic marketing for strategic planning marketing planning 

The process of The setting process business of setting objectives business and objectives strategiesand strategies 



107

Module: Marketing Strategies (PB2B03Y) - 12 Credits 

Content: 

Planning a product strategy 

Planning a distribution strategy 

Planning a pricing strategy 

Planning a promotion strategy 

Compiling a single, comprehensive marketing plan 

Module: Export Marketing (PB2B043) - 12 Credits 

Content: 

Introduction to export marketing 

The international business environment 

Export marketing research 

Export market selection 

Market-entry strategies 

Planning an export marketing strategy 

Marketing services internationally 

South Africa’s position in world markets 

Programme in Customer Service Management (72125) 


Purpose: 

Organisations expect their customer service employees to be able to liaise with customers in different contact 

situations, such as face-to-face, telephone and written contacts. These employees also need to be able to manage a 

customer service division, by evaluating service activities, developing a service plan and motivating and empowering 

service personnel. The Programme in Customer Service Management teaches students the skills to successfully 

manage the customer service function in an organisation. 

Target group: 

Junior personnel, first-line managers, or prospective employees in customer-contact-related positions in profitseeking 

and non-profit-seeking organisations. 











Module: Customer Module: Service Customer Management Service Management I (Compulsory) I (Compulsory) (PCCS01B) - (PCCS01B) 12 Credits - 12 Credits 


Personality traits Personality that a good traits service that a provider good service exhibits provider exhibits 

Face-to-face service Face-to-face situations service and situations behavioural and training behavioural techniques training for techniques improving for each improving service situation each service situation 

The unique personal The unique skills personal required skills in a call-centre required in workplace a call-centre workplace 

The written media The written used in media customer used service in customer provision service and provision the unique and skills the requirement unique skills of requirement each of each 

The characteristics The characteristics of difficult customers of difficult and customers appropriate and service appropriate behaviour service to diffuse behaviour a conflict to diffuse situation a conflict situation 

Module: Basic Module: Principles Basic of Principles Business (Compulsory) of Business (Compulsory) (PCCS02C) - (PCCS02C) 12 Credits - 12 Credits 


The basis of business The basis management of business management in South Africain South Africa 

The composition The of composition the South African of the South business African environment business and environment the changes and therein 

changes therein 

The process of The managing process a of business managing South a business Africain South Africa 

The human resources, The human marketing resources, and marketing public relations and public management relations management as functional areas as functional found in areas a business found in a business 

Financial, operations Financial, and operations purchasing and management purchasing management as functional areas as functional found in areas a business found in a business 

The importance The and importance content of and the content process of involved the process in the involved compilation in the of compilation a business plan of a business plan 

Module: Business Module: Communication Business Communication (*Choose 1 of (*Choose 3) (PCCS03D) 1 of 3) -(PCCS03D) 12 Credits - 12 Credits 


The communication The communication process in the process business in environment 

the business environment 

The role of body The language role of body in influencing language in the influencing meaning of the communication meaning of communication messages messages 

The effect of cultural The effect differences of cultural on differences communication on communication in the business in environment 


The communication The communication channels within channels a South within African a South company African company 

The factors impacting The factors on impacting the interaction the with interaction audiences with in the audiences business in environment 


Oral communication Oral communication in a business enterprise in a business enterprise 

Written communication Written communication in a business enterprise in a business enterprise 

Ethical and persuasive Ethical and communication persuasive communication in the business in environment 


Module: Personal Module: Selling Personal (*Choose Selling 1 of (*Choose 3) (PCCS04E) 1 of 3) - 12 (PCCS04E) Credits - 12 Credits 


The place of personal The place selling of personal in the organisation 

selling in the organisation 

The relationship The between relationship personal between selling personal and relationship selling and marketing relationship in an marketing enterprise in an enterprise 

Prospecting and Prospecting pre-approach and pre-approach in the selling process in the selling process 

Implementing Implementing a sales presentation a sales presentation 

Addressing sales Addressing objections sales objections 

Closing a sale Closing and follow a sale upand follow up 



109

Module: Retail Marketing (*Choose 1 of 3) (PCCS05F) - 12 Credits 

Content: 

The importance of a customer focus in the retailing environment 

The importance of location in retailing success 

Design principles of retail stores 

The importance of buying the right merchandise 

Selecting suppliers as a key to a retailer’s success 

The management of inventory 

Retail merchandise pricing strategies 

Retail promotion strategies 

Module: Customer Service Management II (Compulsory) (PCCS06G) - 12 Credits 

Content: 

The nature of customers’ service: a managerial perspective 

The implications of the service gap theory on managerial decisions 

The dimensions of the customer service environment 

The service dimensions impacting on the quality of customer service provision 

A service plan in a practical business scenario 

The evaluation of customer service performance 

Module: Marketing Management (Compulsory) (PCCS07H) - 12 Credits 

Content: 

The management process for formulating the marketing strategy 

The marketing environment 

The principles and practise of market segmentation and target market selection 

The role of the marketing instruments in the marketing strategy 

Product positioning in a chosen target market 

The role of product decisions in the formulation of the marketing mix 

The factors contributing to the development of efficient distribution channels 

The elements of marketing communication 

Pricing decisions as part of the marketing mix 

The role of people, processes and physical evidence in the marketing mix 

Module: Self Management (**One elective module) (PCCS08J) - 12 Credits 

Content: 

Understand the nature of self management 

Personality factors influencing the behaviour of people 

Behavioural types in organisation-specific situations 

A strategic life plan: goal formulation, SWOT analysis and action plans 



Module: Customer Module: Service Customer Management Service Management I (Compulsory) I (Compulsory) (PCCS01B) - (PCCS01B) 12 Credits - 12 Credits 


The nature of The Customer nature Relationship of Customer Marketing Relationship (CRM) Marketing (CRM) 

The importance The of importance employees of and employees internal marketing and internal organisational marketing in organisational success success 

One-to-one marketing One-to-one and marketing mass customisation and mass customisation in organisations in organisations 

Relationship development Relationship development in business-to-business business-to-business markets markets 

Building relationships Building with relationships internal and with external internal stakeholders 

and external stakeholders 

Planning the CRM Planning strategy the CRM strategy 

Module: Public Module: Relations Public (**One Relations elective (**One module) elective (PCCS10C) module) - (PCCS10C) 12 Credits - 12 Credits 


The nature of The public nature relations of public in an relations organisation in organisation 

Managing the Managing public relations the public campaign relations campaign 

The importance The of importance social responsibility of social responsibility 

The factors involved The factors in events involved management in events management 

The formulation The of formulation a crisis communication of a crisis communication plan plan 

The financial impact The financial of public impact relations of public in a business relations organisation 

in a business organisation 

The basic elements The basic of employee elements relations of employee relations 

Internal branding Internal as a branding means of as creating a means and of sustaining creating and high-performance 

sustaining high-performance 

The role of public The role relations of public in lobbying, relations issues in lobbying, management issues management and public sector and policies public sector policies 

Programme Programme in Entrepreneurship in Entrepreneurship and Small and Business Small Business Management Management (71773) (71773) 

Duration: One Duration: year One yearNQF Level 5NQF Level 5 Credits: 48 Credits: 48 


This programme This is programme intended to: is (1) intended provide to: potential (1) provide entrepreneurs potential entrepreneurs with the necessary with the knowledge necessary to knowledge establish to establish 

and manage a and business; manage (2) a transfer business; entrepreneurial (2) transfer entrepreneurial and managerial and skills managerial to potential skills entrepreneurs to potential entrepreneurs through through 

indigenous and indigenous Africa relevant and Africa multi-media relevant (mainly multi-media case studies, (mainly practical case studies, examples, practical simulation examples, of real simulation business of real business 

situations by means situations of teaching); by means (3) of teaching); improve small (3) improve business small management business management skills of those skills entrepreneurs of those entrepreneurs who who 

already own a already small business; own a small and business; (4) develop and a (4) cadre develop of entrepreneurs a cadre of entrepreneurs who will promote who economic will promote growth economic and growth and 

create employment create to employment meet the rising to meet economic the rising expectations economic of expectations all South Africans. of all South Africans. 


Potential and Potential existing entrepreneurs and existing entrepreneurs and small business and small owners business owners 


Senior Certificate Senior Certificate an equivalent or an NQF equivalent level 4 qualification NQF level 4 and/or qualification relevant and/or business relevant experience business experience 


30 November 30 –04 November March –04 March 

Module: Introduction Module: Introduction to Entrepreneurship to Entrepreneurship (PESB014) - 12 (PESB014) Credits - 12 Credits 


Introduce students Introduce to entrepreneurship students to entrepreneurship and small business and small management business management 



111

Module: Entering the Business World (PESB025) - 12 Credits 

Content: 

Introduce students to the marketing mix, which consists of decisions on the product, price, distribution and 

promotion of a small business. 

Module: Introduction to Entrepreneurship (PESB014) - 12 Credits 

Content: 

Introduce students to the marketing mix, which consists of decisions on the product, price, distribution and 

promotion of a small business. 

Module: The Business Plan (PESB036) - 12 Credits 

Content: 

Equip students to write a business plan 

Module: Managing the Small Business (PESB048) - 12 Credits 

Content: 

Introduce students to the operations, purchasing, human resources, and financial functions of the small business. 

Programme in Financial Management (71277) 


Purpose: 

Effective financial management is of vital importance to any company, particularly if it aims to improve profitability, 

liquidity and solvency. The programme is aimed at managers, accountants, bookkeepers, employees in the financial 

services sector and business owners. The purpose of this Programme is to develop and train any person interested 

in acquiring knowledge of financial management. The study material is suitable for any non-financial manager. 

Target group: 

Entrepreneurs, managers and leaders. 


Senior Certificate or an equivalent NQF level 4 qualification. 


30 November to 28 February 

Module: Introduction to Financial Management (Compulsory) (PFIN015) - 12 Credits 

Content: 

 

 

 

 

 

 

 

Goal of financial management 

Understanding financial statements 




Risk and return 

The valuation of financial assets 



Module: Financing Module: and Financing Investment and Decisions Investment (Compulsory) Decisions (Compulsory) (PFIN026) - 12 (PFIN026) Credits - 12 Credits 


Capital budgeting Capital techniques budgeting techniques 

Cost of capital Cost of capital 

Financing Financing 

Dividend policy Dividend policy 

Module: Management Module: Management of Working Capital of Working (Compulsory) Capital (Compulsory) (PFIN038) - 12 (PFIN038) Credits - 12 Credits 




The management The management of accounts receivable of accounts receivable 

Cash management Cash management 

Module: Risk Module: Management Risk Management (Elective) (PFIN049) (Elective) - 12 (PFIN049) Credits - 12 Credits 


The identification The of identification risk of risk 

The management The management of pure risk of pure risk 

The management The management of financial riskof financial risk 

Module: Tax Module: Planning Tax (Elective) Planning (PFIN05A) (Elective) - 12 (PFIN05A) Credits - 12 Credits 


Planning and avoidance Planning and of tax avoidance of tax 

Income tax: income Income tax: income 

Income tax: deductions Income tax: and deductions allowances and allowances 

Tax strategy and Tax structuring strategy and structuring 

Value-added tax, Value-added estate duty tax, and estate donations duty and taxdonations tax 

Programme Programme in Human in Resource Human Resource Management Management (71080) (71080) 



The purpose of The this purpose programme of this is programme to equip students is to equip with students the necessary with the knowledge, necessary skills knowledge, and abilities skills in and order abilities in order 

to perform various to perform human various resource human management resource management functions at the functions foundation the level foundation in an organisation. level in This organisation. This 

programme, which programme, is accredited which by is accredited the South African by the South Board African for People Board Practice, for People affords Practice, students affords the opportunity students the to opportunity to 

develop essential develop competencies essential competencies needed within needed an HR within context. an HR context. 


Human resource Human managers, resource supervisors managers, and supervisors practitioners and practitioners 


A National Senior A National Certificate Senior Certificate equivalent or qualification equivalent is qualification required. Persons is required. not in Persons possession not in of possession such a qualification of such a qualification 

will be considered will be for considered admission for on admission the basis of on alternative the basis of admission alternative criteria admission such as criteria relevant such work as relevant experience. work experience. 

Such students Such will be students required will to be submit required proof to of submit this in proof the form of this of in a the CV and form references of a CV and or references other prior or learning. other prior learning. 


21-23 June 2011 21-23 June 2011 



113

Module: The Human Resource Function (PHRM01L) - 24 Credits 

Content: 

Introduction to human resource management in South Africa 

The macro-context of human resource management in South Africa 

Equalising opportunities by means of affirmative action 

Strategic decisions regarding HRM 

Workforce planning 

Recruiting potential applicants 

Selecting, appointing and orienting employees 

Appraising and managing work performance 

Managing employees’ careers 

Remunerating employees 

Providing incentives and benefits to employees 

Establishing and maintaining employee wellness: health and safety at work 

Module: Labour Relations (PHRM02M) - 24 Credits 

Content: 

Introduction to labour relations management 

Role-players in labour relations in South Africa 

South African labour relations in context (environmental influences and historical development) 

The formal framework governing labour relations in South Africa: statutory perspectives (Labour Relations Act, 

Basic Conditions of Employment Act, Employment Equity Act, etc) 

Informal aspects of labour relations dynamics (psychosocial contracting) 

The formulation, operation and implementation of strategy 

Conflict management 

Collective bargaining and negotiation 

Collective agreements 

Strike management 

Workplace structures and procedures (grievances, discipline, retrenchment, etc) 

Communication 

Group processes and dynamics 

Worker participation 

Social investment 

Quality control in labour relations 

Module: Training and Development (PHRM03N) - 24 Credits 

Content: 

Learning theories 

The National Training and Education Strategy 

Skills development 

Training needs assessment 

Developing a training programme 

Presenting a training programme 

Programme evaluation and student assessment 

Aspects of the management and administration of training within an organisation 

Strategic human resource development 

Management development 



Module: Human Module: Relations Human (PHRM04P) Relations -(PHRM04P) 24 Credits - 24 Credits 


Introduction to Introduction human relations to human relations 

Foundations of Foundations individual behaviour of individual and behaviour the role of and perceptions the role of perceptions 

Values, attitudes Values, and attitudes job satisfaction and job satisfaction 

Personality and Personality emotionsand emotions 

Perceptions and Perceptions individual and decision individual making decision making 

Motivation 

Motivation 

Stress management Stress management 

Foundations of Foundations group behaviour of group behaviour 

Understanding Understanding work teams work teams 

Communication Communication 

Leadership and Leadership trust and trust 

Power and politics 

Power and politics 

Conflict Conflict 

Foundations of Foundations organisational of organisational culture culture 

Organisational Organisational change change 

Programme Programme in International in International Marketing Marketing (71269) (71269) 



The importance The of importance exporting and of exporting international and trade international to a country’s trade to economy a country’s and economy to the growth and to of the companies growth of companies 

is well documented. is well documented. This programme This equips programme students equips to navigate students their to navigate way through their the way many through environmental the many environmental 

challenges faced challenges by exporters, faced by to prepare exporters, an to appropriate prepare an international appropriate marketing international research marketing plan, research to deal with plan, the to deal with the 

various marketing various variables, marketing and variables, to prepare and a market to prepare strategy a market based strategy on these based variables. on these The variables. programme The also programme also 

enables students enables to learn students how to manage learn how their to manage export endeavours their export and endeavours to use the and web to to use market the web their to firms market their firms 

internationally. internationally. Students will be Students expected will to be complete expected a to comprehensive complete a comprehensive international market-entry international market-entry strategy as part strategy as part 

of their project. of their project. 


Exporters, international Exporters, marketers, international freight marketers, forwarders freight or forwarders anyone involved or anyone in international involved trade international trade 


Students with Students appropriate with experience appropriate or experience that are over or the that age are of over 25 the years age will of also 25 years be considered will also be for considered this for this 

Programme. Programme. 




Module: The Module: International The International Marketing Environment Marketing Environment and Research and (PPIM01Q) Research - (PPIM01Q) 12 Credits - 12 Credits 


The decision to The go decision international to go international 

The difference The between difference traditional between and traditional international and marketing international marketing 

The various international The various marketing international environments marketing environments 

Identifying international Identifying markets international markets 

International marketing International research marketing research 

Deciding on market-entry Deciding on options market-entry options 



115

Module: The International Marketing Mix (PPIM02R) - 12 Credits 

Content: 

International product decisions 

International packaging, branding and product servicing decisions 

International pricing decisions 

International distribution decisions 

International promotion decisions 

Doing business in different parts of the world 

Module: International Marketing Management (PPIM03S) - 12 Credits 

Content: 

International marketing and the Internet 

Managing the international marketing initiative 

South Africa’s position in the world of exports 

Module: Project: Practical Exporting (PPIM04T) - 12 Credits 

Content: 

Compile a practical export project that draws upon knowledge gained from the other modules and to present this 

project for examination. 

Programme in Investment Analysis and Portfolio Management (71064) 

Credits: 48 (compulsory) or 60 

Duration: One year NQF Level 6 

(with an optional module not 

required for certificate) 

Purpose: 

This purpose of this programme is to introduce individuals within the corporate, financial and non-financial 

institutions as well as public institutions to the field of investment analysis and portfolio management. The 

programme will consists of the investment background, analysis of equities, fixed income securities, derivative 

instruments and foreign exchange policy as well as ethics in the investment field. 

Target group: 

Private investors and CFA candidates 




01 December to 04 March 

Module: The Investment Background (Compulsory) (PINV016) - 12 Credits 

Content: 

 

 

 

 

 

The investment setting 

Organisation and functioning of securities markets 

Developments in investment theory 


Valuation principles and practices 



Module: Investment Module: Analysis Investment (Compulsory) Analysis (Compulsory) (PINV028) - 12 (PINV028) Credits - 12 Credits 


Fundamental analysis Fundamental analysis 


Company analysis Company valuation analysis valuation 

Technical analysis Technical analysis 

Analysis of fixed Analysis interest of securities fixed interest securities 

The analysis and The valuation analysis and of debentures valuation of debentures 

Module: Portfolio Module: Management Portfolio Management (Compulsory) (Compulsory) (PINV039) - 12 (PINV039) Credits - 12 Credits 


Forward and futures Forward contracts and futures contracts 

Option contracts Option contracts 

Swap contracts Swap contracts 

Portfolio management 


Evaluation of portfolio Evaluation management of portfolio management 

Module: Ethics Module: (Compulsory) Ethics (Compulsory) (PINV04A) - (PINV04A) 12 Credits - 12 Credits 


The CFA Institute The Code CFA Institute of Ethics Code and standards of Ethics and of professional standards of conduct. professional conduct. 

Module: Tax Module: Planning Tax for Planning Investments for Investments (Optional) (PINV05B) (Optional) - 12 (PINV05B) Credits - 12 Credits 


Tax planning and Tax the planning avoidance and the of taxes avoidance of taxes 

Income tax: income Income tax: income 

Income tax: deductions Income tax: and deductions allowances and allowances 

International aspects: International exchange aspects: control exchange and residence control and based residence system based of taxation system of taxation 

Special inclusions Special in gross inclusions income gross and capital income gains and tax capital gains tax 

Taxation issues Taxation relating issues to investments relating to in investments property in property 

Taxation issues Taxation relating issues to investments relating to in investments shares, unit in trusts, shares, bankers’ unit trusts, acceptances, bankers’ negotiable acceptances, certificates negotiable of certificates of 

deposit etc deposit etc 

Tax planning for Tax retirement planning for retirement 

Tax planning for Tax farming planning for farming 

Estate duty, donations Estate duty, tax donations and estate tax planning and estate planning 

Income tax: administration 

Income tax: administration 


117

Programme in Marketing Management (71765) 


Purpose: 

The Programme in Marketing Management aims to equip students with the knowledge and skills to be able to 

function effectively in a marketing department. The qualification provides a solid foundation in the basic principles 

of marketing, including the evolution of marketing, the marketing environment, consumer behaviour, market 

segmentation and information for marketing management. An in-depth study of the elements of the marketing 

mix is also provided, as well as the implementation of the marketing strategy. 

Target group: 

The programme is aimed at lower to middle level managers who need to expand their marketing knowledge 


Applicants without a senior certificate can apply based on written proof of at least two years working experience in 

marketing or sales. 




Module: Marketing Perspectives and SWOT Analysis (PMRM01G) - 12 Credits 

Content: 

 

 

 

 

 

Introduction to marketing as a business function 

Relationship marketing 

Marketing concept 

Marketing environment 

Environmental analysis (SWOT) 

Module: Market Segmentation, Target Marketing and Product Positioning (PMRM02H) - 12 Credits 

Content: 

Market segmentation 

Market targeting 

Product positioning 

Marketing research 

Module: Formulation of the Marketing Strategy (PMRM03J) - 12 Credits 

Content: 


Pricing decisions 


Distribution decisions 

Module: Implementation of the Marketing Strategy (PMRM04K) - 12 Credits 

Content: 

Marketing strategy planning 

Objective setting 

Implementation of the marketing strategy 

Portfolio planning 

Strategic control 


Programme Programme in Office Management in Office Management (72702) (72702) 



The purpose of The this purpose Programme of this is Programme to encourage is to people encourage in the people office environment, in the office environment, especially those especially who do those not who do not 

have the time have for further time full-time for further tertiary full-time education, tertiary to education, study in the to field study of in office the management. field of office management. This will empower This will empower 

them in their them environment in their making environment them making more productive them more and productive useful. It and will useful. also put It them will also in a put position them to in apply a position to apply 

for better jobs for and better create jobs opportunities and create opportunities for promotion. for It promotion. would hopefully It would motivate hopefully them motivate and be an them indication and be to an indication to 

them that they them are able that to they further are able their to studies further by their enrolling studies for by formal enrolling courses for formal once they courses have once completed they have this completed short this short 

learning programme. learning programme. 


Secretaries, office Secretaries, assistants office and assistants personal assistants and personal employed assistants by any employed type of by organisation any type of in organisation South Africain South Africa 


A National Senior A National Certificate Senior Certificate equivalent or qualification equivalent is qualification required for is enrolment required for in this enrolment programme. in this Persons programme. not Persons not 

in possession in of possession such a qualification of such a will qualification be considered will be for considered admission for on admission the basis of on alternative the basis of admission alternative criteria admission criteria 

such as relevant such work as relevant experience. work Students experience. will be Students required will to be submit required proof to of submit this in proof the form of this of in a the detailed form CV of a and detailed CV and 

references, or references, other prior or learning. other prior learning. 




Module: The Module: Business The and Business Office Environment and Office Environment (PIOM01D) -(PIOM01D) 12 Credits - 12 Credits 


Business management Business management principles principles 

Industrial sectors Industrial sectors 

Business ownership Business ownership 

The office environment 

The office environment 

Office design and Office layout design to and accommodate layout to accommodate information flow information flow 

Front office duties Front office duties 

Module: Information Module: Information Management Management (PIOM02E) - (PIOM02E) 12 Credits - 12 Credits 


 

 

 

The role of information The role of management information management in organisation in organisation 

Information systems Information systems 

Records management 

Records management 

Module: Communication Module: Communication in the Office in (PIOM03F) the Office - (PIOM03F) 12 Credits - 12 Credits 


Basic communication Basic communication 



Electronic communication 

Electronic communication 

Meetings Meetings 

Module: Office Module: Finance Office (PIOM04G) Finance -(PIOM04G) 12 Credits - 12 Credits 


 

 

 

 

 

 

 

Basic concepts Basic of finance concepts of finance 

Budget Budget 

Buying and selling 

Buying and selling 

Wages and salaries 

Wages and salaries 

Petty cash 

Petty cash 

Banking Banking 

Insurance Insurance 


119

Programme in Public Procurement and Supply Management (71226) 


Purpose: 

The purpose of the programme is to introduce and sensitise students to an integrated approach in the 

management of procurement within the highly regulated public sector environment and to provide an output of 

students that will improve the effectiveness and efficiency of public procurement in South Africa. Students that have 

completed this programme will be able to: 

work with confidence within the current government procurement regulatory environment; 

understand the determinants and apply the procedures relevant to public procurement; 

understand the business principles underlining procurement of supplies, assets and services; 

participate in the discourse on and apply developments in procurement, such as preferential procurement, 

black economic empowerment and the supply chain management framework ; 

apply tendering as a procurement tool (including the drawing up of specifications and the evaluation of 

tenders); 

apply basic legal principles in procurement; 

understand the role and management of inventories and storage in a supply management context. 

Target group: 

Persons involved in any purchasing activities within the public sector. 


A National Senior Certificate (or equivalent) qualification. Admission without a senior certificate may be considered 

on the basis of seniority and appropriate experience.. 




Module: Public Financial Management: A Procurement and Supply Chain Perspective (PPPS01C) - 12 

Credits 

Content: 

 

 

 

 

 

 

The state environment of public financial management: the three branches of government 

Public financial management 

Public procurement 

Basic national legislation governing the supply chain 

including procurement 

Basic supply chain ethics in the public sector 

Module: Public Procurement and Supply Chain Management (PPPS02D) - 12 Credits 

Content: 

The public supply chain 

Demand management 

Tenders 

Tender legislation in South Africa 

Preferential procurement tenders 

Procurement tenders 

Inviting tenders 

Competing for tenders practical 



Module: Purchasing Module: and Purchasing Supply Management and Supply Management (PPPS03E) - 12 (PPPS03E) Credits - 12 Credits 


 

 

 

 

 

 

 

 

 

 

 

The purchasing The function purchasing perspective function in perspective 

The task of purchasing The task of and purchasing supply management and supply management 

Purchasing and Purchasing new management and new management approaches approaches 

Strategic sourcing Strategic sourcing 

Selection and Selection performance and evaluation performance of suppliers: evaluation the of suppliers: right supplier the right supplier 

Supplier policies Supplier and strategies policies and strategies 

Ethical aspects, Ethical corporate aspects, governance corporate and governance social responsibilities and social responsibilities in purchasing in and purchasing supply management and supply management 

The management The management of quality in purchasing of quality in and purchasing supply and supply 

Purchasing price Purchasing determination price determination and cost analysis and cost analysis 

Area of application Area of in application purchasing in and purchasing supply and supply 

Risk management Risk management in purchasing in and purchasing supply and supply 

Module: Purchasing Module: and Purchasing Supply Tools and Supply (PPPS04F) Tools - 12 (PPPS04F) Credits - 12 Credits 


Instrument of Instrument purchasing of and purchasing supply management and supply management 


Research in purchasing Research in and purchasing supply management and supply management 

Electronic information Electronic systems information purchasing systems in and purchasing supply management and supply management 

Application fields Application of purchasing fields of and purchasing supply management and supply management 

International and International global purchasing and global and purchasing supply management and supply management 

Purchasing of Purchasing capital equipment of capital equipment 

Purchasing from Purchasing small businesses from small businesses 

Purchasing of Purchasing services of services 

Materials flow Materials activitiesflow activities 

Module: Legal Module: Aspects Legal of Purchasing Aspects of (PPPS05G) Purchasing - (PPPS05G) 12 Credits - 12 Credits 


General principles General of law principles and contract of law and contract 

Breach of contract Breach of contract 

Contracts of sale Contracts of sale 

Interpretation Interpretation of contracts of contracts 

Agency representation 


Legal framework Legal for framework purchasing for in purchasing South Africain South Africa 



121

Module: Storage and Inventory Management (PPPS06H) - 12 Credits Credits 

Content: 

 

 

 

 

 

 

 

 

 

 

 

 

Storage and inventory management 

Inventory management and activities 


Codification and identification of stock 

Stocktaking 

Inventory or stock valuation 

Stores management and activities 

Stores management 

Receiving and inspection 

Storage 

Materials handling 

Information systems for inventories and stores 

Programme in Purchasing and Supply Management (71234) 


Purpose: 

The aim of this programme is to provide knowledge of, and insight into, the purchasing and supply environment 

in order to sensitise the junior, new and established purchasing, sourcing or strategic supply personnel to their 

contribution, by effectively and efficiently executing their purchasing and supply tasks, towards the creation of 

value and service improvement in the contemporary business organisation with its increased focus on the more 

integrated approach of supply management, globalisation and technological advancement. 

Target group: 

People working in the purchasing function in organisations 


A National Senior Certificate (or equivalent) qualification. Admission without a senior certificate may be considered 

on basis of seniority and appropriate experience. 



Second semester: 20 Jun – 15 Jun 

Module: Enterprise Management (PPSM015) - 24 Credits 

Content: 

 

 

 

 

 

 

Introduction to business management 

General management principles 



Operations management 

Human resource management 



Module: Purchasing Module: and Purchasing Supply Management and Supply Management (PPSM026) -(PPSM026) 12 Credits - 12 Credits 


Purchasing management 


The purchasing The function purchasing perspective function in perspective 

The task of purchasing The task of and purchasing supply management and supply management 

Purchasing and Purchasing new management and new management approaches approaches 

Module: Purchasing Module: and Purchasing Supply Tools and Supply (PPSM038) Tools -(PPSM038) 12 Credits - 12 Credits 


Instruments of Instruments purchasing of and purchasing supply management and supply management 


Research in purchasing Research in and purchasing supply management and supply management 

Electronic information Electronic systems information purchasing systems in and purchasing supply management and supply management 

Module: Legal Module: Aspects Legal of Purchasing Aspects of (PPSM049) Purchasing -(PPSM049) 12 Credits - 12 Credits 


General principles General of law principles of contract of law of contract 

Breach of contract Breach of contract 

Contract of sale Contract of sale 

Interpretation Interpretation of contracts of contracts 



Legal framework Legal for framework purchasing for in purchasing South Africain South Africa 

Module: Storage Module: and Storage Inventory and Management Inventory Management (PPSM05A) -(PPSM05A) 12 Credits - 12 Credits 


Storage and inventory Storage and management inventory management 

Inventory management Inventory management and activities and activities 



Codification and Codification identification and of identification stock of stock 

Stocktaking Stocktaking 

Inventory or stock Inventory valuation or stock valuation 

Stores management Stores management and activities and activities 

Stores management Stores management 

Receiving and Receiving inspectionand inspection 

Storage Storage 

Materials handling Materials handling 

Information systems Information inventories systems for and inventories stores and stores 


123

Programme in Retail Management (71749) 


Purpose: 

The Programme in Retail Management aims to equip students with the knowledge and skills to be able to function 

effectively in a retail organisation at all levels in the retail sector. This programme affords students the opportunity 

to gain real retail knowledge and develop retailing skills. 

Target group: 

Persons involved in any purchasing activities within the public sector. 





references or other prior learning. 




Module: The South African Retail Environment (PRET01A) - 12 Credits 

Content: 

 

 

 

 

 

 

Evolution of retailing in South Africa 

The South African retailing environment 

Factors influencing consumer behaviour 

Marketing research 

Store location 

Minimising theft 

Module: Fundamentals of Retail Management (PRET02B) - 12 Credits 

Content: 

Management and the management process 


Management of working capital (cash, inventory and debtors) 

Labour relations 

Human resources management 

Module: Functional Aspects of Retail Marketing (PRET03C) - 12 Credits 

Content: 

Basic nature of marketing 

Marketing decisions and planning 

Retail product decisions 

Retail distribution decisions 

Retail pricing decisions 

Marketing communication by the retailer 

Retail personal selling decisions 

Customer assistance 



Module: Strategic Module: Retail Strategic Marketing Retail (PRET04D) Marketing - (PRET04D) 12 Credits - 12 Credits 


The strategic approach The strategic to marketing approach to marketing 



Competitive market Competitive strategies market strategies 

Implementation Implementation and control and control 

Module: Small Module: Business Small Management Business Management (PRET05E) - 12 (PRET05E) Credits - 12 Credits 


A retail project A must retail be project completed must be by completed students by students 

Programme Programme in Risk Management in Risk Management (75949) (75949) 

Duration: One Duration: year One year NQF Level 6NQF Level 6 Credits: 108Credits: 108 


Risk management Risk management has emerged has one emerged of the major as one management of the major management disciplines disciplines 

in a business environment. in a business The environment. programme The in programme risk management in risk management will provide will provide 

employees with employees the required with theoretical required knowledge theoretical and knowledge practical implementation 

and practical implementation 

to be able to manage to be able the to risks manage that the organisation risks that the faces organisation faces 


Employees of Employees the public and of the private public sectors and private involved sectors in risk involved management in risk management 






Module: Introduction Module: Introduction to Enterprise to Risk Enterprise Management Risk Management (PRIM014) - 12 (PRIM014) - 12 

Credits Credits 


 

 

 

 

 

 

Identify the business Identify and the business processes and business processes 

Risk types and Risk definitions types and definitions 

Underlying operational Underlying risk operational factors risk factors 

Risk Management Risk Management framework framework 

Risk Management Risk Management process process 

Global approach Global and approach focus on risk and management 

focus on risk management 

Module: Business Module: Management Business Management (PRIM025) - 12 (PRIM025) Credits - 12 Credits 


The nature of The general nature management of general management 

Planning Planning 

Organising 

Organising 

Leading Leading 

Control Control 

Ethics and corporate Ethics and social corporate responsibility social responsibility 



125

Module: Statistics (PRIM036) - 12 Credits 

Content: 

Gather data 

Data collection 

Presentations 

Measures of locality 

Measures of dispersion 

The box and whiskers diagramme 

Basic probability concepts 

Module: Business Finance and Accounting (PRIM048) - 12 Credits 

Content: 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Legal environment of the business 

Financial goal of a firm 

Financial statements 

Aspects of accounting 

Analysis of financial statements 

Profit planning and control 


Financing 

Depreciation 

Management of working capital 

Management of raw material or stock costs 

Management of overhead costs 

Absorption costing principle 

Profit planning and control 

Product pricing decisions 

Capital budgeting 

Variance analysis 

Module: Economics (PRIM059) - 12 Credits 

Content: 

 

 

 

 

 

 

 

 

 

 

 

What economics is all about 

A closer look at the economic problem 

The interdependence between major sectors, markets flows in the mixed economy 

Demand, supply and prices 

Demand and supply in action 


The monetary sector 

The foreign sector 

The public sector 

Measuring the performance of the economy 

Macro-economics 



Module: Risk Module: Financing Risk (PRIM06A) Financing - (PRIM06A) 24 (two sub-modules - 24 (two sub-modules of 12 credits of each) 12 credits Creditseach) Credits 


 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Insurability 

Insurability 

Sources of South Sources African of South Insurance African LawInsurance Law 

Legal liability risks Legal liability risks 

Insurance contract Insurance contract 

General principles General of insurance principles law of insurance law 

Specific insurance Specific policies insurance policies 

Reinsurance Reinsurance 

State insurance State schemes insurance schemes 

Insurance market Insurance – the intermediary 

market – the intermediary 

Risk financing Risk principles financing principles 

Forecasting losses Forecasting losses 

Retention and Retention reservingand reserving 

Self-funding alternatives Self-funding alternatives 

Derivatives and Derivatives capital market and capital instruments market instruments 

Risk management Risk management information systems information systems 

Module: Risk Module: Control Risk (PRIM07B) Control - (PRIM07B) 24 (two sub - modules 24 (two sub of 12 modules credits of each) 12 credits Creditseach) Credits 


Risk control review Risk control review 

Fire and explosion Fire and explosion 

Natural perils Natural perils 

Security Security 

Occupational Occupational health and safety health and safety 

Motor vehicle Motor risk control vehicle risk control 

Emergency planning 


Mining risk control 

Mining risk control 

Control of a capita Control selecta of a capita of riskselecta of risks 

Risk control: an Risk overview control: an overview 

Managerial aspects Managerial of risk aspects controlof risk control 

Effectiveness of Effectiveness risk controlof risk control 

Risk control: operations Risk control: risks operations risks 

Application of Application management of management principles to mine principles health to and mine safety health and safety 



Risk control programmes 

Risk control programmes 

Liability risk Liability risk 

Decision-making Decision-making under uncertainty under uncertainty 

Expected monetary Expected value monetary value 

Utility theory Utility theory 


127

Programme in Safety Management (72435) 


Purpose: 

This Programme focuses on the science of Safety Management and the safety responsibilities of both line managers 

and staff safety practitioners. The programme introduces line managers and safety practitioners to the very basics 

in safety management. Such basics comprise the sciences of safety management and the roles of line and staff 

functionaries pertaining to safety risk assessment; manage safety in industry and the analysis of safety incidents. 

Target group: 

Any manager or safety practitioners in industry or private practice 


A Senior Certificate or equivalent qualification or appropriated experience. 



Module: Module 1: Introduction to Safety Management (PSMP015) - 12 Credits 

Content: 

Safety Management: definition and philosophy 

Cornerstones of a safety management programme 

Hazard analysis 

Line and staff safety responsibilities 

Module: Module 2: Assess Safety Risk (PSMP026) - 12 Credits 

Content: 

 

 

 

 

Assessment of safety risk: definition and philosophy 

Levels and forms of safety risk assessment 

Hazard analysis in accordance with OHS Act, MHS Act, SANS and others 

Assessment of safety risk levels 

Module: Module 3: Manage Safety in the Workplace (PSMP038) - 12 Credits 

Content: 

 

 

 

 

Safety management programme: definition and philosophy 

Elements of an effective safety management programme 

Guidelines for developing and implementing a safety management programme as specified in industry 

Determinants of safety management programme efficiency 

Module: Module 4: Analyse safety incidents (PSMP049) - 12 Credits 

Content: 

 

 

 

Incident analysis: definition and philosophy 

Phases of and processes in incident analysis 

Root causes 


Programme Programme in Sales and in Sales Marketing and Marketing (76694) (76694) 



The Programme The in Programme Sales and Marketing Sales and aims Marketing to equip aims students to equip with students the knowledge with the and knowledge skills to be and able skills to to be able to 

function effectively function in a effectively sales department. in a sales The department. qualification The provides qualification a solid provides foundation a solid in foundation the basic principles the basic of principles of 

marketing, including marketing, the development including the development of marketing thought, of marketing the marketing thought, the environment, marketing environment, consumer behaviour consumer and behaviour and 

mark segmentation. mark segmentation. The marketing The aspect marketing concludes aspect with concludes an in-depth with discussion an in-depth of the discussion marketing of the mix. marketing The main mix. The main 

focus of the qualification focus of the is qualification sales and successful is sales and students successful will have students an extensive will have understanding extensive understanding of the selling process of the selling process 

and be equipped and to be manage equipped a small to manage sales team. a small sales team. 


People currently People working currently in sales working are in interested sales or are in pursuing interested a career in pursuing sales a career who wish in sales to expand who wish their to expand their 

knowledge of knowledge the selling function of the selling and how function it fits and into how marketing it fits into as a marketing management as a management science. science. 


Applicants without Applicants a senior without certificate a senior can certificate apply based can on apply written based proof on written of at least proof two of years at least working two years experience working experience in 

sales or marketing. sales or marketing. 




Module: Introduction Module: Introduction to Marketing to (PISM01V) Marketing - 12 (PISM01V) Credits - 12 Credits 


I Interpret marketing I Interpret fundamentals, marketing fundamentals, and to be able and to apply to be and able evaluate to apply the and relevance evaluate the of new relevance fundamentals of new fundamentals in a in a 

marketing context. marketing context. 

Module: Sales Module: Principles Sales (PISM02W) Principles -(PISM02W) 12 Credits - 12 Credits 


Identify and analyse Identify customers, and analyse communicate customers, communicate effectively and effectively develop and present develop appropriate and present sales appropriate presentations. sales presentations. 

Module: Sales Module: Management Sales Management (PISM03X) - (PISM03X) 12 Credits - 12 Credits 


Successfully manage Successfully a team manage of sales a team professionals. 

sales professionals. 

Module: Practical Module: Sales Practical Project Sales (OPISM04Y) Project (OPISM04Y) - 12 Credits - 12 Credits 


Successful implementation Successful implementation of a sales plan. of a sales plan. 


129

Programme in Total Quality Management (71838) 


Purpose: 

The national quality policy focuses on the quality of product, quality of service delivery (to the internal and external 

customer), quality of organisation (systems and processes) and quality of work-life (QWL). The purpose of this SLP 

is to provide students a complete body of knowledge of TQM as a holistic approach to managing quality. Students 

will acquire fundamental theoretical and practical knowledge in various concepts of TQM necessary to improve 

quality in any organisation. 

Target group: 

Specifically, the programme is aimed at any employee in a business or institution or organisation who may be 

involved with or who is interested in quality management (total quality management), similarly all people (e.g. 

supervisors) who may be responsible for planning, controlling or improving quality (e.g. aspirant quality assurance 

managers, junior quality managers, assistant quality managers, operations managers, but even Senior managers 

who need to gain an understanding of and appreciation for the dynamic nature, unique body of knowledge and 

potential advantages which may be gained by TQM and SHEQ. 


National senior certificate or equivalent qualification or related work experience. 



Module: An Overview of TQM and the Creation and Maintenance of a Quality Culture 

(BEING REVISED) (PTQM01J) - 12 Credits 

Content: 

The module consists of 3 topic (and 14 study units): 

The foundations of TQM 

Creating a physical, psychological and social environment for TQM: a quality work life 

People empowerment for TQM 

Module: Developing the TQM System and the Tools and Techniques for the Continuous 

Improvement of Quality (BEING REVISED) (PTQM02K) - 12 Credits 

Content: 

The module consists of five topics and 14 study units: 

Planning and design for quality 

Quality management system design 

Performance measurement 

Processes and tools for continuous improvement 

An alphabetical series of additional concepts and techniques for quality improvement 

Module: Total Quality Management: The implementation of TQM (BEING REVISED) (PTQM03L) - 12 

Content: 

The module consists out of four topics and 20 study units: 

 

 

 

 

ISO 9001:2000 quality management system requirements 

ISO 14001:2004 environmental management system specification guidance 

OHSAS 18001:1999 occupational health and safety system specifications 

Future directions 


Module: Integrated Module: SHEQ Integrated Management SHEQ Management Based on ISO Based and OHSAS on ISO and System OHSAS Standards System (BEING Standards (BEING 

REVISED) (PTQM04M) REVISED) (PTQM04M) - 12 Credits - 12 Credits 


ISO 9001:2000 ISO quality 9001:2000 management quality management system requirements system requirements 

ISO 14001:2004 ISO environmental 14001:2004 environmental management management system specification system guidance specification guidance 

OHSAS 18001:1999 OHSAS occupational 18001:1999 health occupational and safety health system and safety specifications system specifications 

Future directions Future directions 

ICSA Programme ICSA Programme in Strategic in Strategic Management Management and Corporate and Corporate Governance Governance (71102) (71102) 



On completion On of completion this programme, of this managers, programme, corporate managers, secretaries corporate and secretaries decision makers and decision will have makers the ability will have to the ability to 

respond appropriately respond appropriately to the changing to environment the changing in environment which business which is being business conducted. is being More conducted. specifically, More the specifically, the 

programme will programme equip students will equip with students insights on with integrating insights on holistic integrating thinking holistic with thinking the organisation’s with the organisation’s functional functional 

aspects, from aspects, a strategic from point a strategic of view. point Students of view. will have Students the ability will have to comprehend the ability to the comprehend intricacies the of corporate intricacies of corporate 

finance and its finance importance and its to importance the organisation. to the Students organisation. will have Students an understanding will have understanding of the effect of of legislation the effect on of legislation on 

the management the management function of the function organisation of the and organisation how to respond and how to to these respond changes. to these Without changes. risk the Without organisation risk the organisation 

will not be able will to not survive be able or remain to survive competitive; or remain with competitive; this programme, with this students programme, will be students equipped will with be equipped a with a 

comprehension comprehension of risk, its impact of risk, on the its impact organisation on the and organisation the management and the management thereof. thereof. 


Persons/company Persons/company secretaries involved secretaries in strategic involved management in strategic management and corporate and governance corporate that governance need to provide that need to provide 

guidance to directors guidance on to related directors issues. on related issues. 


A completed CIS A completed qualification, CIS degree qualification, or relevant degree work relevant experience work experience 




Module: Strategic Module: Planning Strategic (PICS01C) Planning - 12 (PICS01C) Credits - 12 Credits 


Assessing the Assessing external environment 

the external environment 

Determining the Determining core competencies the core competencies of the company of the company 

The mission statement The mission statement 



Corporate, business Corporate, and functional business and strategies functional strategies 

Module: Strategy Module: Implementation Strategy Implementation (PICS02D) - 12 (PICS02D) Credits - 12 Credits 


Implementation Implementation of the strategies of the strategies 

Organisational Organisational structures, leadership, structures, culture leadership, and reward culture systems and reward systems 

Control and evaluation Control and of the evaluation strategies of the strategies 



131

Module: Corporate Finance 1 (PICS03E) - 12 Credits 

Content: 

Revision of Financial Management 1: discounted cash flow techniques, valuation of interests in businesses, 

capital structure and cost of capital 

Mergers and acquisitions: identification of target companies for merger or acquisition, financing of acquisitions, 

structuring of mergers 

Expansion and capital investment: project evaluation and financing 

Disinvestments and buyout: structuring and financing of sales and businesses 

Module: Corporate finance II (PICS04F) - 12 Credits 

Content: 

Rationalisation and reorganisation of businesses: financing the transactions and tax implications 

Economic value and shareholder value analysis 

Financial instruments and their role in financing the undertaking of specific projects 

Investment policies and practices 

continue to next page 

Module: Corporate Governance and Legislation I (PICS05G) - 12 Credits 

Content: 

Aspects concerning the formation of companies: the inception of the company, the memorandum and articles 

The company as a separate entity 

Conversion of companies 

Maintenance of share capital 

Shares and debentures 

Members, register of members, allotment and issue of shares 

Transfer of shares and security by means of shares 

Uncertificated securities and STRATE 

Module: Corporate Governance and Legislation II (PICS06H) - 12 Credits 

Content: 

Rights and powers of directors 

Duties of directors to the company 

Duties to directors to members of the company 

Restrictions on directors 

Directors and corporate governance 

Company secretaries and corporate governance 

Insider trading 


Module: Pure Module: Risk Management Pure Risk Management (PICS07J) - 12 (PICS07J) Credits - 12 Credits 


The risk concept: The what risk concept: is risk, types what of is risk, risk types and of corporate risk, risk and governance corporate governance 

The risk management The risk management process process 

Pure risk and Pure corporate risk and governance: corporate the governance: cost of risk, the risk cost identification, of risk, risk identification, risk evaluation, risk evaluation, 

risk control, risk risk financing control, risk financing 

Module: Financial Module: Risk Financial Management Risk Management (PICS08K) - 12 (PICS08K) Credits - 12 Credits 


Financial risk management Financial risk management and corporate and governance: corporate identifying governance: financial identifying risk, financial risk, 

quantifying financial quantifying risk, managing financial risk, /controlling managing financial /controlling risk, implementing financial risk, implementing strategy strategy 

Programme Programme in Economics in Economics and Public and Finance Public (70130) Finance (70130) 



The programme The aims programme to create aims an understanding to create understanding of what economics of what is, economics the nature is, of the nature South African of the South economy, African economy, 

the economics the of economics a number of development a number of development issues and the issues economics and the of economics public finance. of public A basic finance. knowledge A basic of knowledge of 

these economic these principles economic provides principles students provides with students a better understanding with a better understanding of the economic of the environment economic in environment which in which 

they operate daily. they operate The programme daily. The is programme aimed at all is public aimed sector at all employees public sector ( i.e. employees ( i.e. of employees government of government 

departments, departments, parastatals, provincial parastatals, and provincial local governments), and local governments), non-governmental non-governmental organisations organisations (NGOs) and private (NGOs) and private 

sector employees sector who employees want to obtain who want a better to obtain understanding a better understanding of economic issues. of economic issues. 


The programme The is programme aimed at all is public aimed sector at all employees public sector (i.e. employees (i.e. of employees government of departments, government departments, parastatals, parastatals, 

provincial and provincial local governments), and local governments), non-governmental non-governmental organisations organisations (NGOs) and private (NGOs) sector and private employees sector who employees who 

want to obtain want a better to obtain understanding a better understanding of economic issues of economic issues 


Senior Certificate Senior Certificate an equivalent or an NQF equivalent level 4 qualification NQF level 4 or qualification appropriate or experience. appropriate experience. 




Module: Introduction Module: Introduction to Economics to and Economics Price Theory and Price (PEPF014) Theory - 12 (PEPF014) Credits - 12 Credits 


What economics What is all economics about is all about 

The economic The problem economic problem 

The interdependence The interdependence between households between and households firms and firms 

Demand, supply Demand, prices supply and prices 

Demand and supply Demand in and action supply in action 

Elasticity Elasticity 

The theory of The consumer theory choice of consumer choice 

The theory of The production theory of and production cost and cost 

Perfect competition Perfect competition 

Imperfect competition 

Imperfect competition 




133


Module: Macro-Economic Theory and Policy (PEPF025) - 12 Credits 

Content: 

Macro-economics and measurement 

The South African economy 

The monetary sector 

The public sector 

The foreign sector 

Income determination in a simple Keynesian 

Macro-economic model 

Keynesian models including the government and foreign 

Sectors 

More on macro-economic theory and policy 

Inflation 

Unemployment and the Philips curve 

Economic growth and development 

Module: Economic Development Issues (PEPF036) - 12 Credits 

Content: 

 

 

 

 

 

 

 

 

Economics, institutions and development 

Comparative analysis of development 

Poverty, inequality and development 

Human capital: education and health 

The roles of market, state and civil society 

Trade theory and development experience 

The trade policy debate and economic integration 

Foreign finance, investment and aid 

Module: Public Finance (PEPF048) - 12 Credits 

Content: 

The role of government in the economy 

Public goods, externalities and imperfect competition 

Poverty and inequality 

Public choice theory 

Government expenditure growth 

Introduction to taxation and tax equity 

Tax efficiency, administrative efficiency and flexibility 

Personal income tax and property taxation 

Intergovernmental fiscal relations (fiscal federalism) 


Programme Programme in Marketing Marketing and Marketing and Marketing Research Research (70068) (70068) 



Successful marketing Successful decisions marketing are based decisions good are based knowledge on good of knowledge the principles of the of marketing principles and of marketing the successful and the successful 

gathering of good gathering quality of data good of quality the market. data of This the market. program This covers program both these covers areas. both The these objective areas. The of this objective of this 

programme is programme to offer training is to in offer marketing training and in marketing and research. marketing The research. programme The is programme practical, geared is practical, to South geared to South 

African conditions African and conditions career-oriented. and career-oriented. 


Those involved Those in marketing involved products in marketing and products services in and business services enterprises, in business the enterprises, services sector the services and financial sector and financial 

institutions; marketing institutions; researchers; marketing advertising researchers; practitioners; advertising managers practitioners; and/or managers owners and/or of small owners businesses; of small sales businesses; sales 

representatives; representatives; those who wish those to follow who wish a career to follow in marketing, a career in advertising marketing, and/or advertising marketing and/or research. marketing research. 


Senior Certificate Senior Certificate an equivalent or an NQF equivalent level qualification. NQF level qualification. 




Module: Marketing Module: Management Marketing Management (PMMR01B) -(PMMR01B) 12 Credits - 12 Credits 


 

 

 

 

 

The nature of The marketing nature of marketing 

The modern marketing The modern environment marketing of environment business of business 

Consumer behaviour 

Consumer behaviour 

Segmenting the Segmenting consumer the market consumer market 

The marketing The plan marketing plan 

Module: Marketing Module: Strategy Marketing (PMMR02C) Strategy (PMMR02C) - 12 Credits - 12 Credits 


 

 

 

 

Product decisions Product decisions 

Distribution decisions Distribution decisions 

Marketing communication Marketing communication decisions decisions 

Pricing decisions Pricing decisions 

Module: Marketing Module: Research: Marketing Data Research: Collection Data (PMMR03D) Collection (PMMR03D) - 12 Credits - 12 Credits 


 

 

 

 

 

 

Nature, scope Nature, and ethics scope of marketing and ethics research of marketing research 

Marketing research Marketing process research and management process and management of marketing research of marketing research 



Primary data collection Primary data methods collection methods 

Primary research: Primary survey research: designsurvey design 

Fieldwork Fieldwork 

Module: Marketing Module: Research: Marketing Data Research: Analysis Data (PMMR04E) Analysis -(PMMR04E) 12 Credits - 12 Credits 


 

 

 

 

Data capturing Data capturing 

Secondary research: Secondary data research: analysis data analysis 

Primary research: Primary descriptive research: and descriptive inferential and analysis inferential analysis 

Presentation of Presentation survey results of survey results 


135

Programme in Sport Management (76761) 


Purpose: 

The sport industry in South Africa is a multi-billion rand industry and is the creator of many thousands of jobs. 

There is a definite gap in the market regarding the knowledge levels of the sport managers in charge of sport 

events. The objective of this programme is to teach these sport management skills to any person involved in sport 

events, be it on management or administrative level, as well as any active sport participants in any of the sporting 

disciplines of South Africa. 

Target group: 

The typical student will be any person involved in sport, be it on management level, administrative level, or active 

sport participants in any of the sporting codes of South Africa. 


Senior certificate or an equivalent NQF level 4 qualification. 


First semester: December – February, Second semester: May - July 

Module: Understanding the Business World (PSPM019) - 12 Credits 

Content: 

 

 

 

The Business Environment 

Business ownership 

The functional areas of a business 

Module: The Tasks of Management (PSPM02A) - 12 Credits 

Content: 

 

 

 

 

 

Planning 

Organising 

Leading 

Motivating 

Control 

Module: Legal Aspects of Sport Management (PSPM03B) - 12 Credits 

Content: 

 

 

 

 

 

 

 

South African legislation relevant to sports management 

Requirements for the conclusion of a sports contract 

Consequences of breach of contract 

Employer-employee relationship 

Procedures for disciplinary hearings 

Liability for sport injuries 

Commercial rights in the sport environment 

Module: Financial Aspects of Sport Management (PSPM04C) - 12 Credits 

Content: 

 

 

 

 

Role and responsibility of financial management 

Financial statements 

Budgets 

Risk and control 



Module: Aspects Module: of Human Aspects Resource of Human Management Resource Management (PSPM05D) -(PSPM05D) 12 Credits - 12 Credits 


Employee diversity 

Employee diversity 

Group decision Group making decision making 


The individual The in sport individual in sport 

Module: Introduction Module: Introduction to Events Management to Events Management (PSPM06E) - (PSPM06E) 12 Credits - 12 Credits 


Introduction to Introduction events to events 

Destination planning Destination of sports planning events of sports events 

The operation The of sports operation events of sports events 

The sports event The experience sports event experience 

Evaluation of sports Evaluation events of sports events 


137

Programme in Advanced Bank Management (76767) 


Purpose: 

The Advanced Programme in Bank Management aims to equip students with in-depth knowledge and competencies 

necessary to apply the principles of the operations of the financial system within the domestic economy. The 

programme is intended for students who already posses the basic knowledge of banking and finance to acquire 

more in-depth knowledge, skills, attitudes and values required to operate responsibly in the banking and financial 

services sector within various management fields. 

Target group: 

The programme is intended for students in the banking and other financial services sectors who are, or intend to 

become, involved in the management processes of the bank. 


The Programme in Banking or an equivalent qualification in a financial discipline at NQF level 6 or higher. 


June and December 

Module: Credit Risk Management (PABM018) - 12 Credits 

Content: 

The basic concepts of the Credit Risk Management Framework. 

Credit Risk Assessment Models. 

Credit Portfolio Management Models. 

The regulatory and legal concepts relating to credit risk management. 

The allocation of capital as a risk management technique. 

Pursue the risk management goals and objectives of a business. 

Evaluate and recommend the credit risk management decision. 

Assess and validate the application and documentation in the credit risk management process for the financial 

institutions and non-financial institutions granting or dealing in credit. 

Module: Risk Management (PABM029) - 12 Credits 

Content: 

The risk management framework 

Bank supervision and corporate governance 

Operational and financial risk management 

Capital management 

The description and application of the risk management framework. 

The role of bank supervision and corporate governance in the risk management process. 

The evaluation of operational and financial risk management. 

The importance of capital management in the banking environment. 



Module: Tax Module: Management Tax Management (PABM03A) -(PABM03A) 12 Credits - 12 Credits 


The basis of taxation The basis in of South taxation Africa, in the South various Africa, types the various of taxation, types the of structure taxation, and the structure determination and determination of taxable of taxable 

income and taxation, income the and gross taxation, income the gross definition income and definition its component and its parts, component the concept parts, of the Capital concept Gains of Capital Tax Gains Tax 

Exempt income Exempt and how income it fits and into how the it determination fits into the determination of ‘taxable income’, of ‘taxable taxpayers’ income’, taxable taxpayers’ income taxable where income where 

there is exemption there is exemption 

The general deduction The general formula deduction in terms formula of Section in terms 11(a) of Section and the 11(a) Section and 23(g) the Section limitation, 23(g) prohibited limitation, prohibited 

deductions in deductions terms of Section in terms 23, of special Section deductions 23, special in deductions terms of Section in terms 11. of Section 11. 

Deductions in Deductions terms of the in following: terms of the - Section following: 12(1) - Section – Machinery 12(1) initial – Machinery allowance- initial Section allowance- 12 – Special Section 12 – Special 

depreciation allowance- depreciation Section allowance- 13 – Building Section 13 allowance- – Building Section allowance- 13 – Residential Section 13 building – Residential allowance. building allowance. 

- Section 8 (4) - – Section Recoupments- 8 (4) – Recoupments- Section 17 – Appointing Section 17 agents – Appointing outside agents the Republic- outside the Section Republic- 18 – Medical Section 18 – Medical 

expenses- Section expenses- 18A – Section Donations 18A – Donations 

Other deductions 

Other 

that 

deductions 

relate to 

that 

dividends 

relate 

(Section 

to dividends 

19), assessed 

(Section 19), 

losses 

assessed 

(Section 

losses 

20), allowance 

(Section 20), 

available 

allowance 

to 

available to 

future expenditure 

future 

agreements 

expenditure 

(Section 

agreements 

24C), 

(Section 

taxation 

24C), 

of partnerships 

taxation of 

(Section 

partnerships 

24H), 

(Section 

taxation 

24H), 

of foreign 

taxation of foreign 

exchange gains 

exchange 

and losses(Section 

gains and losses(Section 

24I), taxation 

24I), 

of businesses 

taxation of 

which 

businesses 

extend 

which 

beyond 

extend 

the Republic 

beyond 

, 

the 

taxation 

Republic 

of 

, taxation of 

companies and 

companies 

close corporations, 

and close corporations, 

tax payable by 

tax 

companies 

payable by 

and 

companies 

close corporations 

and close corporations 

The concepts of tax avoidance and tax evasion, the provisions of Sections 103 (5) and 105A. 

The concepts of tax avoidance and tax evasion, the provisions of Sections 103 (5) and 105A. 

Module: Financial Module: Management Financial Management (PABM04B) -(PABM04B) 12 Credits - 12 Credits 


The goals of financial The goals managers, of financial financial managers, markets, financial institutions markets, and institutions securitiesand securities 

Financial statement Financial analysis statement analysis 

Financial planning Financial planning 

Risk and return Risk and return 

Time value of Time money value of money 

Fundamentals Fundamentals of valuation of valuation 

Cost-volume-profit Cost-volume-profit analysis analysis 

Module: Portfolio Module: Management Portfolio Management (PABM05C) -(PABM05C) 12 Credits - 12 Credits 


Various aspects Various of the aspects investment of the market. investment market. 

Requirements Requirements for a balanced for investment a balanced portfolio. investment portfolio. 

The functions The and functions the segments and the of the segments capital market, of the capital with reference market, with to the reference following: to the following: 

The primary and The secondary primary and market, secondary Capital market, Capital resources, market Capital resources, market Capital institutions, market Insurance institutions, companies, Insurance companies, 

Life assurance Life companies, assurance Pensions companies, and Pensions provident and funds. provident funds. 

Various aspects Various of the aspects securities of the market securities in terms market of the in following: terms of the following: 

Definitions (unit Definitions trusts), Equities, (unit trusts), Gilts Equities, and fixed Gilts interest, and fixed Money interest, market, Money Options, market, Futures. Options, Futures. 

The equities market The equities and concepts market and of risk concepts and return of risk as and well return as dividend as well yields. as dividend yields. 

Debentures; types, Debentures; conversions types, prices conversions and premiums. prices and premiums. 

An explanation An of explanation gilts by explaining of gilts by the explaining terms and the concepts terms and of the concepts following: of the following: 

Interest rate, fixed Interest and rate, fluctuations, fixed and Gilts fluctuations, coupon rates Gilts coupon and redemption rates and rates, redemption Yields capital rates, gains Yields and capital losses. gains and losses. 

A description A of description the economic of the and economic market conditions. and market conditions. 

An overview of An the overview benefits of and the disadvantages benefits and disadvantages of an investment of an in investment hard assets in hard assets 

An overview of An investment overview of in investment business: in business: 



139

Module: Estate Planning (PABM06D) - 12 Credits 

Content: 

Estate planning in line with current estate duty regulations 

The current legal environment impacting on estate planning 

The current economic environment impacting on estate planning 

The client’s current personal environment impacting on estate planning 

The concept of flexibility, minimisation of estate duty, income tax, other taxes in line with accepted estate duty 

practice 

The concept of the provision of liquidity, provision of capital, provision of retirement capital and income, 

capital appreciation and income generation, protection against insolvency and inflation, facilitation of the 

administration of the estate, protection of business interests. 

The use of marriage in community of property in the relevant legislation, universal partnership in accordance 

with accepted estate tax practice, the ante nuptial contract, the Matrimonial Property Act, donations, 

companies in accordance with accepted estate tax practice, close corporations, co-shareholders and partnership 

agreements, trusts, suspensive sales and options, limited interest, the will, life assurance, forms of investments, 

prescription, accruals. 

The process of fact finding, estate duty payable, liquidity of the estate, shortfall in the estate, growth in the 

estate, freezing the value of the estate, concept of providing for testamentary wishes, use of investments in the 

estate, timetabling in line with accepted estate duty methods and the use of precedents as described in the 

Estate Duty Act 

Module: Management of Trusts (PABM07E) - 12 Credits 

Content: 

A review of the effects of trusts, the rights, duties and powers of the trustee and administrator 

Provide advice to clients on the creation of trusts 

Analyse and interpret the instructions and wishes contained in the deceased’s will 

Registration of the trust 

Setting up and management of a trust 

Relationships with trustees and beneficiaries 

Termination of a trust 

Ascertain and analyse the client’s requirements for the trust to be created, including questions assessing the 

need for a trust 

Ensure the client’s understanding of the implications of establishing the trust 

Draft the trust deed 

Attend to the execution of the Deed of Trust and the registration of the trust 

Explain the different types of trusts and the roles of the trust officer/administrator 

Apply knowledge of legislation to the management of a trust 

Project the financial support a trust can provide over a certain term 

Apply knowledge of different types of property ownership in order to recommend an appropriate financial 

solution 



Module: Legal Module: Aspects Legal of Financial Aspects Planning, of Financial Estates Planning, and Trusts Estates (PABM08F) and Trusts -(PABM08F) 12 Credits - 12 Credits 


Financial Advisory Financial and Intermediary Advisory and Services Intermediary Act (FAIS, Services concepts Act (FAIS, of financial concepts services of financial providers services and providers financial and financial 

products products 

The protection The of consumers protection of afforded consumers by FAIS, afforded requirements by FAIS, requirements for licensing by for the licensing Financial by Services the Financial Board Services Board 

related to each related work role to each work role 

The relationship The between relationship financial between services financial providers services and providers representatives and representatives with reference with to accountability reference to accountability and and 

responsibility responsibility 

The concept of The a natural concept person of a natural as defined person in the as defined FAIS legislation in the FAIS legislation 

The process to The be process followed to for be licensing followed and for on-going licensing and compliance on-going for compliance a financial for service a financial provider service provider 

Conditions under Conditions which suspensions, under which withdrawals suspensions, and withdrawals reinstatement and reinstatement of authorisation of may authorisation be imposed, may role be imposed, role 

and functions and of the functions registrar of with the registrar reference with to the reference relationship to the to relationship the Financial to Services the Financial Board Services and the Board steps and the steps 

that the Registrar that could the Registrar take in cases could of take non-compliance, in cases of non-compliance, role and functions role and of the functions FAIS ombuds of the FAIS with reference ombuds with reference 

to recent rulings to recent and the rulings implications and the for implications a sub-sector, for role, a sub-sector, duties and role, powers duties of and the powers courts in of terms the courts of in terms of 

judgments against judgments organisations against organisations and redress through and redress the courts through the courts 

The rights of recourse The rights available of recourse to aggrieved available clients to aggrieved with examples, clients with manner examples, in which manner complaints which are complaints handled are handled 

by the industry by with the reference industry with to Financial reference Services to Financial Board Services directives, Board consequences directives, consequences arising from rulings arising from from rulings from 

an approach to an a approach regulatory to body a regulatory by a client body for by a specific a client organization, for a specific impact organization, as a result impact of rulings as a result by the of rulings by the 

ombud for a selected ombud for sub-sector, a selected issues sub-sector, relating issues to anti-money relating to laundering anti-money and laundering terrorism and with terrorism reference with to the reference to the 

implications for implications international for investments international investments 

Regulations 

 

relating 

Regulations 

to anti-money 

relating to 

laundering 

anti-money 

procedures 

laundering 

in 

procedures 

terms of local 

in terms 

and international 

of local and 

requirements 

international requirements 

for 

for 

knowing your 

knowing 

client, legislation 

your client, 

regulating 

legislation 

personal 

regulating 

offshore 

personal 

investing 

offshore 

allocations 

investing 

with 

allocations 

reference 

with 

to exchange 

reference to exchange 

control, tax and 

control, 

the necessary 

tax and the 

documentation, 

necessary documentation, 

the mandate of 


an 

mandate 

offshore 

of 

fund 

an offshore 

is analysed 

fund 

and 

is 

a 

analysed 

schedule 

and a schedule of 

of differences 

differences 

to comply with 

to comply 

Financial 

with 

Services 

Financial 

Board 

Services 

regulations 

Board regulations 

for the registration 

for the registration 

of offshore 

of 

funds, 

offshore 

a 

funds, a standard 

standard advertisement 

advertisement 

for an 

for 

offshore 

an offshore 

fund 

fund 

is analysed 

is analysed 

for compliance 

for compliance 

with 

with 

the Association 


of Collective 

of Collective Investments 

Investments (ACI) 

(ACI) 

code 

code 

and 

and 

recommendations 


to 

to 

rectify 

rectify 

irregularities, 

irregularities, 

vehicles 

vehicles 

used 

used 

for 

for 

offshore 

offshore 

investments 

investments 

in 

in terms of the 

terms of the basic 

basic 

legal 

legal 

structure 

structure 

of 

of 

each 

each 

The regulator that is the equivalent of the South African Financial Services Board (FSB) for key offshore 

The regulator that is the equivalent of the South African Financial Services Board (FSB) for key offshore 

territories, an approved offshore life policy investment with reference to product structure, tax implications, 

territories, an approved offshore life policy investment with reference to product structure, tax implications, 

approved investment vehicles and product term, the concept of an offshore tax haven with reference to a 

approved investment vehicles and product term, the concept of an offshore tax haven with reference to a 

South African investor and client, the tax implications for citizens, residents and tax domiciled entities with 

South African investor and client, the tax implications for citizens, residents and tax domiciled entities with 

reference to offshore investments 

reference to offshore investments 

The implications for South Africans who hold joint offshore investments with reference to implications of 

The implications for South Africans who hold joint offshore investments with reference to implications of 

legal ownership of the investment and double taxation agreements between countries with reference to tax 

legal ownership of the investment and double taxation agreements between countries with reference to tax 

havens and investor’s residency, the potential tax liability for a South African investor offshore for a tax haven 

havens and investor’s residency, the potential tax liability for a South African investor offshore for a tax haven 

with a roll up fund; a tax haven in a non roll up fund/distribution fund; a non tax haven and a deemed income 

with a roll up fund; a tax haven in a non roll up fund/distribution fund; a non tax haven and a deemed income 

situation, the intentions and underlying principles of the legislation to clients in a meaningful manner, the 

situation, the intentions and underlying principles of the legislation to clients in a meaningful manner, the 

constitution of an estate in accordance with related legislation 

constitution of an estate in accordance with related legislation 

Allowable deductions relating to estate planning for specific cases in line with legislation , calculation and 

Allowable deductions relating to estate planning for specific cases in line with legislation , calculation and 

apportionment of estate duty payable in accordance with standard procedures, important decisions of the 

apportionment of estate duty payable in accordance with standard procedures, important decisions of the 

courts on an ongoing basis, National trends in estate duty and taxation in order to develop on a continuous 

courts on an ongoing basis, National trends in estate duty and taxation in order to develop on a continuous 

basis 

basis 

Practice notes issued by the Commissioner and the SARS, taxation developments that effect clients, Estate 

planning for 

 

clients, 

Practice 

estate 

notes 

duty 

issued 

related 

by the 

legislation 

Commissioner 

in the estate 

and the 

planning 

SARS, taxation 

process, 

developments 

returns under the 

that 

legislation 

effect clients, Estate 

during the estate 

planning 

planning 

for clients, 

process, 

estate 

Elements 

duty 

of 

related 

transfer 

legislation 

duty and 

in 

trust 

the estate 

incomes 

planning 

throughout 

process, 


returns 

estate 

under the legislation 

planning process, 

during 

laws 


of 

estate 

trust accounts 

planning 

and 

process, 

applicable 

Elements 

debtor 

of transfer 

accounts 

duty 

in the 

and 

organization, 

trust incomes 

requirements 

throughout 

of 

the estate planning 

the Debt Collector’s 

process, 

Act 

laws 

with 

of 

examples 

trust accounts 

from 

and 

accounts 

applicable 

handled 

debtor 

by the 

accounts 

organization, 

in the organization, 

penalties for 

requirements 

misconduct 

of the Debt 

set out in the 

Collector’s 

Debt Collector’s 

Act with 

Act 

examples 

with examples, 

from accounts 

relevant 

handled 

provisions 

by 

relating 

the organization, 

to the Debt 

penalties 

Collector’s 

for misconduct 

Act in 

set out 

the administration 


of 

Debt 

trust 

Collector’s 

accounts, requirements 

Act with examples, 

of financial 

relevant 

institutions 

provisions 

for 

relating 

opening 

to 

a 


trust 

Debt 

account, 

Collector’s 

Bank 

Act in the 

charges and debits 

administration 

for the trust 

of trust 

bank 

accounts, 

account debited 

requirements 

to the 

of 

business’s 

financial 

general 

institutions 

bank 

for 

account 

opening a trust account, Bank charges 

and debits for the trust bank account debited to the business’s general bank account 




141

Banking regulations pertaining to trust account, Details of trust account to debtors for the purposes of 

payment of accounts, All relevant books of accounts in order to maintain records, A trust ledger is opened 

in order to control accounts of each credit grantor and the sub-accounts for each clients’ credit grantor, All 

transactions pertaining to trust accounts according to legislative and organisational requirements, fees and 

charges levied against accounts according to legislative and organisational requirements 

A transfer journal utilised to keep track of the legitimate transfers from the trust ledger to the company’s fee 

account, Procedures for properly accounting to each trust client on the current states of accounts and applied 

according to legislative and organisational requirements, Reporting is done on a monthly basis to each client, 

Bank reconciliations are performed at regular intervals on the trust account in order to reconcile the balance 

on the trust banking account with a list of trust credits extracted from the trust ledger, Unallocated deposits 

according to company protocol, credit grantor requirements and Debt Collector’s Act, Debt Collecting Council, 

audit requirements required by the Council for Debt Collectors as stipulated in the relevant legislation with and 

all reports compiled and submitted accordingly 

Module: Strategic Marketing (PABM109) - 12 Credits 

Content: 

Ways in which an organisation can obtain sustainable competitive advantage 

The terms diversification, differentiation and growth strategies 

Strategies that can be applied in declining and mature markets 

An understanding of global strategies 

The application of an internal analysis in terms of the:- 

o Financial (includes sales analysis) 

o Shareholder (shareholder value analysis) 

o Customer 

o Employee 

How to assess a company internally using SWOT analysis and self analysis 

A portfolio analysis using the Boston Consulting Group growth share matrix 

The factors contributing to market attractiveness and business positioning 

The criteria to consider when selecting a strategy for different situations 

How to evaluate and control the implementation of a marketing plan 

The three stages of strategy relating to the following : 

o new product and market entry into the market 

o growth and maturity 

o decline 

The difference between pioneer and follower strategies is distinguished as well as applied appropriately in 

practice 

Industry structure and challenges are evaluated through research and learning 

Strategies are devised, competition analysed and an appropriate internal strategy selected based on 

differentiation for a given context 

The nature of marketing warfare in terms of defensive and offensive strategies 

The nature and types of organisational relationships 

Characteristics of functional strategies 

Strategy and strategic controls 

Marketing including all forms of marketing communications, direct marketing and relationship marketing, 

sponsorship, event marketing, sales promotions, public relations and alternative strategies. 

Media will include all electronic, print, outdoor, digital media, e-media and direct media. 



Module: Property Module: Management Property Management (PABM11A) -(PABM11A) 12 Credits - 12 Credits 


Laws relating Laws to property relating transactions, to property mortgages transactions, and mortgages pledges. and pledges. 

Various forms Various of security. forms of security. 

Executed documents Executed governing documents security. governing security. 

Ownership of Ownership immoveable of property immoveable property 

Legal requirements Legal requirements for ownership for , legal ownership requirements , legal requirements for transfer of for ownership transfer , of different ownership ownership , different options ownership options 

open to a purchaser open to a purchaser 

Mortgage bond Mortgage structures bond and structures properties, and mortgage properties, bond mortgage over immoveable bond over property immoveable as security property for as a debt/ security for a debt/ 

loan, different loan, types different of properties types in of terms properties of the in requirements terms of the requirements for good security, for good securities security, in the securities context in of the context of 

mortgage finance mortgage finance 

Project documentation Project documentation with reference with to quantities, reference the to quantities, required material the required quantities, material required quantities, human required and human and 

equipment resources, equipment work resources, plans, work plans, 

Bond registration, Bond role registration, of attorneys role in of the attorneys registration, in the role registration, of the deeds role office the in deeds the registration office in the process, registration role process, role 

of the financier/bank of the financier/bank the registration in the process, registration outcomes process, of the outcomes registration of the process. registration The Role process. of Property The Role in of Property in 

Financial Markets, Financial Annual Markets, Reports, Annual Financial Reports, Statements Financial and Statements Share Prices: and Property Share Prices: Companies Property and Companies Real Estate and Real Estate 

Investment Trusts Investment Trusts 

Revaluation, Taxation, Revaluation, Depreciation, Taxation, Depreciation, Earnings and Share Earnings Prices and of Share Property Prices Companies of Property Companies 

Alternative Methods Alternative to Finance Methods Property to Finance Investment Property and Investment Development and Development 

Secondary Mortgage Secondary Markets, Mortgage Capital Markets, Asset Pricing Capital Model Asset Pricing and Property Model Investment, and Property Arbitrage Investment, Pricing Arbitrage Theory Pricing Theory 

and Property Investment and Property Investment 

Property valuations, 

Property 

financial 

valuations, 

profitability 

financial 

and 

profitability 

risk associated 

and risk 

with 

associated 

each funding 

with 

option, 

each funding 

price negotiation, 

option, price negotiation, 

Market pertaining 

Market 

to vacant 

pertaining 

land, 

to 

value 

vacant 

of the 

land, 

vacant 

value 

land, 


valuation 

vacant land, 


valuation 

different 

of 

types 

the different 

of properties 

types 

under 

of properties under 

consideration, 


valuation of the 

valuation 

type of 

of 

properties 

the type 

under 

of properties 


under consideration, 

and the main sources 

and the 

of 

main 

information 

sources of information 

available to the 

available 

valuer, regional 

to the valuer, 

and cultural 

regional 

variations 

and cultural 


variations 

property 

in 

market, 

the property 

various 

market, 

purposes 

various 

for which 

purposes for which 

property valuations 

property 

are 

valuations 

required, techniques 

are required, 

for 

techniques 

reading and 

for 

interpreting 

reading and 

maps, 

interpreting 

plans and 

maps, 

diagrams 

plans and 

relating 

diagrams 

to 

relating to 

the type of properties 

the type 

under 

of properties 

consideration. 

under consideration. 

Methods for estimating and calculating costs for determining replacement cost for insurance purposes, 

Methods for estimating and calculating costs for determining replacement cost for insurance purposes, 

principles of accessibility and the influence of the cost of transport facilities on the value of agricultural 

principles of accessibility and the influence of the cost of transport facilities on the value of agricultural 

properties used for intensive farming, as appropriate, the legal factors and limitations that impact on the 

properties used for intensive farming, as appropriate, the legal factors and limitations that impact on the 

valuation of land, particularly of agricultural properties used for extensive farming, including subdivision and 

valuation of land, particularly of agricultural properties used for extensive farming, including subdivision and 

consolidation, categorisation of real rights and servitudes, as appropriate, the principles and methods of 

consolidation, categorisation of real rights and servitudes, as appropriate, the principles and methods of 

preparing fully motivated valuation reports in respect of income producing properties, basic accounting skills as 

preparing fully motivated valuation reports in respect of income producing properties, basic accounting skills as 

related to procedures involved in performing valuation of income producing properties. 

related to procedures involved in performing valuation of income producing properties. 

Assess and evaluate the property finance in the financial services sector. 

Assess and evaluate the property finance in the financial services sector. 

Assess and evaluate the different property valuation techniques. 

Assess and evaluate the different property valuation techniques. 

Demonstrate a knowledge and understanding of property investment as well as the management of property 

Demonstrate a knowledge and understanding of property investment as well as the management of property 

transactions in the financial services sector. 

transactions in the financial services sector. 


143

Programme in Business Management (76759) 


Purpose: 

Business Management is about managing the business as an integrated system and in South Africa there is a great 

need for sound management education and training. Managers need to be skilled in dealing with resources, people, 

systems and technology and for this reason this programme was compiled in such a way that managers could get 

exposure to the various areas of management. Topics dealt with in this programme include general management, 

accounting and finance, human resource management, marketing and technology management. This programme 

aims to equip managers with the skills and knowledge in various areas of a business. 

Target group: 

Entry and middle level managers in both public and private sectors 


Senior Certificate or an equivalent NQF level 4 qualification or at least two years work experience in addition to a 

completed formal qualification. 




Module: Management Principles (PPBM01R) - 12 Credits 

Content: 

Introduction to General Management 

The Evolution of the Management 

Theory-Managing in a Changing Environment 

Managerial Decision Making 

Organisational Change 

Goal Setting-Planning 

Organisational Design 

Authority 

Power and Job Design 

Leadership 

Motivation 

Groups 

Controlling 

Module: Business Communication (PPBM02S) - 12 Credits 

Content: 

The Communication Model 

Body Language 

Multicultural Communication 

Preparing to Interact 

Oral Communication 

Written Communication 

Using Graphs and Equations 

Persuasive Interaction 

Using Internal Communication 

Channels 

External Business Communication 

Ethics in Business Communication. 



Module: Business Module: Accounting Business and Accounting Finance and (PPBM03T) Finance -(PPBM03T) 12 Credits - 12 Credits 


The use of financial The use information of financial in information managerial in decision managerial making decision making 

Financial reports Financial for management- reports for management- financial statement financial analysis statement analysis 

Cost behaviour Cost and behaviour profit and profit 

Volume decisions Volume decisions 

Management Management control of costs control and efficiency of costs and efficiency 

Managing finance 

Managing finance 

Setting budgets Setting budgets 

Achieving budgets- Achieving management budgets- management of working capital of working capital 

Investment alternatives Investment and alternatives project evaluation and project evaluation 

Finance sources Finance and costs sources and costs 

Strategic decisions Strategic involving decisions finance involving finance 

Module: Self Module: Management Self Management (PPBM04U) -(PPBM04U) 12 Credits - 12 Credits 


Understanding Understanding the Nature of the SelfNature of Self 

Understanding Understanding the Self Development the Self Development Process Process 

Understanding Understanding Achieving and Wellness Achieving Wellness 

Learning to Learn Learning to Learn 

Developing your Developing Mind Power your and Mind a Positive Power and Mental a Positive Attitude Mental Attitude 

Problem Solving, Problem Decision Solving, Making Decision and Creativity Making and Skills Creativity Skills 

How to Motivate How and to Communicate Motivate and Communicate Effectively Effectively 

Developing Superior Developing Interpersonal Superior Skills Interpersonal Skills 

How to Improve How Your to Improve Self Image Your and Self Self Image Esteemand Self Esteem 

Achieving Personal Achieving Success Personal and Meaning Success in and your Meaning Life in your Life 

Developing a Personal Developing Lifea Personal Life 

Plan-Assessing Plan-Assessing you Management you Management Potential Potential 

Module: Human Module: Resource Human Management Resource Management Principles (PPBM05V) Principles -(PPBM05V) 12 Credits - 12 Credits 


The foundation The and foundation challenges and of human challenges resource of human management resource management 

Workforce diversity Workforce and regulatory diversity and challenges regulatory challenges 

Job analysis Job analysis 

Job design 

Job design 

Employee recruitment 

Employee recruitment 

Employee selection Employee selection 

Employee induction Employee induction 

Internal staffing Internal staffing 

Performance appraisal Performance and performance appraisal and management 

performance management 

Employee training, Employee management training, management development and development career management and career management 

Compensation Compensation systems and benefits systems and benefits 

Health and Safety 

Health and Safety 

Trade Unions Trade Unions 

Collective bargaining Collective and bargaining grievance and procedure grievance procedure 

Discipline, counselling Discipline, and counselling dismissal and dismissal 



145

Module: Marketing Management Principles (PPBM06W) - 12 Credits 

Content: 

The Nature of Marketing 

The Marketing Environment 

Market Segmentation 

Market Targeting and Product Positioning 

Market Information and Forecasting 

Product Decisions 

Distribution Decisions 

Marketing Communication Decisions 

Pricing Decisions 

The Planning, Implementation and Control of the Marketing Strategy 

Module: Information Technology Principles (PPBM07X) - 12 Credits 

Content: 

Business information systems: an overview 

Information systems in business functions 

Information technology in business hardware 

Information systems in business software 

Information technology in business 

E-commerce 

Managers and their information needs 

Systems development 

Module: Credit Management Principles (PPBM08Y) - 12 Credits 

Content: 

The Origin and Development of Credit and Banking 

Functions of Financial Institutions in Southern Africa 

Development Institutions and the Structure of the Southern African Economy 

Introduction to Credit and Credit Terminology 

Credit Function of an Organisation 

Introduction to Credit Instruments 

Corporate Credit-Consumer Credit-Cooperation between Credit and other Departments 

The Credit Supervisor and Credit Policy 

Basic Principles of the Law of Contract 

Forms of Business Ownership 

The National Credit Act 


Programme Programme in E-Marketing E-Marketing (72745) (72745) 



Electronic marketing Electronic (or e-marketing) (or is e-marketing) taking the business is taking world the business by storm! world E-marketing by storm! provides E-marketing large provides and large and 

small businesses small access businesses to a huge access market to a of huge well market over a of billion well users over a at billion affordable users prices at affordable and, unlike prices TV and, or print unlike TV or print 

advertising, it advertising, allows truly it personalised allows truly marketing. personalised The marketing. benefits of The e-marketing benefits of include e-marketing a global include reach, a lower global costs, reach, lower costs, 

personalisation, personalisation, measurable results, measurable 24/7 marketing results, 24/7 capabilities, marketing a media-rich capabilities, marketing a media-rich environment, marketing direct environment, sales direct sales 

opportunities, opportunities, and much, much and more. much, This much one-year more. This programme one-year in programme e-marketing in is e-marketing aimed amongst is aimed others amongst at: others at: 

Marketing practitioners Marketing and practitioners other managers and other that managers need to get that to need grips to with get new to grips electronic with new media electronic channels media channels 

Entrepreneurs Entrepreneurs that want to start that a want new to online start business a new online business 

Existing businesses, Existing large businesses, and small, large that and need small, to expand that need their to current expand markets their current and grow markets their and businesses grow their businesses 

Any individual Any that individual wants to that get to wants grips to with get online to grips marketing with online and marketing improve their and improve career and their career and 

employment prospects employment prospects 

This programme This is programme a generic e-marketing is generic programme e-marketing developed programme to addresses developed the to addresses needs of a the global needs audience. of a global It is audience. It is 

open to all South open African to all South as well African as international as well as students international from students around the from world. around the world. 


All existing and All future existing marketing and future practitioners, marketing as practitioners, well as Internet as well and as e-commerce Internet and specialists e-commerce fall within specialists the fall target within the target 

audience of this audience programme. of this Indeed, programme. any person Indeed, who any is person interested who in is using interested the internet using and the electronic internet and realms electronic as a realms as a 

marketing channel marketing would channel benefit would from this benefit offering. from Students this offering. are expected Students to are come expected from to both come the from SMME both and the big SMME and big 

business environments, business environments, as well as from as entrepreneurs well as from entrepreneurs that wish to take that advantage wish to take of the advantage virtual world. of the virtual world. 


Senior Certificate Senior an Certificate equivalent or an NQF equivalent level 4 qualification NQF level 4 or qualification relevant experience or relevant and/or experience of mature and/or age of mature age 




Module: Introduction Module: Introduction to e-Marketing to e-Marketing (PEMK018) -(PEMK018) 12 Credits - 12 Credits 


Provide the student Provide with the an student introduction with an to introduction the principles to the of marketing principles of marketing 

Introduce the Introduce student to the student online business to the online environment, business including environment, e-commerce, including e-business, e-commerce, e-government, 

e-business, e-government, 

e-tailing and the e-tailing new economy and the new economy 

Highlight how marketing Highlight how is practised marketing within is practised the online within business the online environment; business the environment; marketplace the versus marketplace the market-space versus the market-space 

Introduce the Introduce various e-marketing the various tools e-marketing such as web-base tools such marketing, as web-base e-mail marketing, marketing, e-mail mobile marketing, marketing, mobile marketing, 

interactive marketing interactive and marketing related terminology and related terminology 

Managing your Managing e-marketing your channel e-marketing channel 

Module: Web Module: and Search Web Engine and Search Marketing Engine (PEMK029) Marketing -(PEMK029) 12 Credits - 12 Credits 


 

 

 

 

 

Explain the role Explain of the the web role and of websites the as and marketing websites channels as marketing channels 

Discuss the role Discuss of banner the role advertising of banner on advertising the web on the web 

Discuss search Discuss engine search marketing, engine search marketing, engine search optimisation engine and optimisation ad-words and ad-words 

Discuss marketing Discuss channels marketing such channels as network such marketing as network including marketing viral including marketing, viral virtual marketing, communities, virtual communities, portals, portals, 

affiliate marketing affiliate and marketing e-marketplaces and e-marketplaces 

Explain how one Explain would how measure one would the effectiveness measure the of effectiveness one’s web-based of one’s marketing web-based campaign marketing campaign 

Module: Practical Module: E-Marketing Practical E-Marketing Project (PEMK04B) Project -(PEMK04B) 12 Credits - 12 Credits 


 

Apply the knowledge Apply the learnt knowledge in the other learnt modules in the other by way modules of a project by way in which of a project an e-marketing which an campaign e-marketing is presented campaign is presented 


147

Programme in Advanced Strategic Management (76769) 


Purpose: 

The purpose of this programme is to equip students with advanced knowledge, skills and attitudes in strategic 

management, with a specific focus on corporate level strategies in multi-business corporations. It is an advanced 

programme in the sense that it will focus on advanced techniques of analysis, decision-making and change 

management. With two of the four proposed modules focusing on strategy in action, it provides an action bias in a 

field where strategy training traditionally focuses on strategy formulation. 

Target group: 

Students who have completed the CBM Course in Strategic Management. 

Students who have completed the CBM SAIM Programme in Business Management (with Strategic 

Management elective). 

Students who have completed the CBM ICSA Programme in Strategic Management and Corporate 

Governance. 

Students who have completed other structured training in strategic management (minimum of 24 credits). 

Managers with at least 5 years management experience and exposure to strategic management. 


A previous qualification or course in strategic management at NQF level 6 (such as the Course in Strategic 

Management offered by the CBM) and 5 years suitable business experience. Persons not in possession of such a 

qualification will be considered for admission on the basis of alternative admission criteria such as relevant work 

experience. Students will be required to submit proof of this in the form of a detailed CV and references or other 

prior learning.ADDITIONAL REQUIREMENTS This programme will be offered on-line and access to a computer with 

Internet and e-mail is a pre-requisite. Students need to register as myUnisa users upon activation of registration. 


First registration June/ July 2011, thereafter December/ January and June/ July registration will be accepted. 

Module: Strategic Intelligence and Analysis (PASM01J) - 12 Credits 

Content: 

Strategic Intelligence Systems: 

Strategic Analysis 

Strategic Analysis and Decision-making 

Module: Strategic Decision Making (PASM02K) - 12 Credits 

Content: 

Strategy creation 


Strategic decision making 

Corporate strategies 

Strategy evaluation 

Module: Managing Strategic Change (PASM03L) - 12 Credits 

Content: 

Analytics 

Teams 

Organizations 

Skills 



Module: Strategic Module: Risk Strategic Management Risk Management (PASM04M) -(PASM04M) 12 Credits - 12 Credits 


Students are able Students to explain are able the to role explain of strategic the role control of strategic in strategic control risk in management strategic risk management in the contemporary in the contemporary 

business environment. business environment. 

Students are able Students to identify are able strategic to identify risks. strategic risks. 

Students are able Students to identify are able strategies to identify for dealing strategies with for strategic dealing with risks, strategic to ensure risks, that to strategy ensure planning that strategy and planning and 

implementation implementation remains track remains and that on track opportunities and that opportunities provided through provided strategic through risk analysis strategic are risk exploited. analysis are exploited. 

Programme Programme in Knowledge in Knowledge Management Management (76778) (76778) 

Duration: 6 months Duration: 6 months NQF Level 6NQF Level 6 Credits: 48 Credits: 48 


The purpose of The the purpose SLP is to of equip the SLP students is to equip with students knowledge, with skills knowledge, and approaches skills and to approaches knowledge to management knowledge management and and 

management management of intellectual of talent intellectual organizations. talent in organizations. 


Students wishing Students to enter wishing knowledge to enter management knowledge management careers careers 

Students who Students have completed who have the completed CBM Short the Course CBM in Short Knowledge Course in Management Knowledge Management 

Students who Students have completed who have the completed CBM SAIM the Programme CBM SAIM in Programme Business Management in Business Management 

Managers with Managers at least 5 with years at management least 5 years management experience and experience exposure and to knowledge exposure to management knowledge management 


A National Senior A National Certificate Senior equivalent Certificate of or NQF equivalent level 4of NQF level 4 


December/ January December/ and June/ January Julyand June/ July 

Module: Knowledge Module: Management Knowledge Management Principles (PIKM01S) Principles - 12 (PIKM01S) Credits - 12 Credits 


The origins, extent, The origins, nature extent, and value nature of Knowledge and value of Management Knowledge Management (KM), innovation (KM), culture innovation and vision culture and vision 

Generating opportunities Generating opportunities for innovation for and innovation KM and KM 

Innovation development Innovation process development process 

Preserving knowledge Preserving and knowledge protecting and rights protecting rights 

The Importance The of Importance celebrating of successes celebrating successes 

Aligning KM and Aligning organisational KM and organisational strategy strategy 

The knowledge The management knowledge management platform platform 

Information sharing, Information knowledge sharing, acquisition knowledge and acquisition knowledge and creation knowledge creation 

Module: Knowledge Module: Management Knowledge Management Practices (PIKM02T) Practices - 12 (PIKM02T) Credits - 12 Credits 


 

 

 

 

 

 

 

Knowledge audit Knowledge and analysis audit and analysis 

Designing the Designing knowledge the management knowledge management team team 

Creating the knowledge Creating the management knowledge management system blueprint system blueprint 

Developing the Developing knowledge the management knowledge management system system 

Leadership and Leadership reward structures and reward structures 

Commercialization Commercialization of innovation & of KM innovation systems& KM systems 

Real-option analysis Real-option for knowledge analysis for valuation knowledge valuation 



149

Module: Knowledge Management Practices (PIKM02T) - 12 Credits 

Content: 

Knowledge audit and analysis 

Designing the knowledge management team 

Creating the knowledge management system blueprint 

Developing the knowledge management system 

Leadership and reward structures 

Commercialization of innovation & KM systems 

Real-option analysis for knowledge valuation 

Module: Management of Innovation (PIKM03U) - 12 Credits 

Content: 

Innovation and Business Strategy: Complementary or Opposing Forces? 

Individual Creativity 

Defining and Framing Problems 

Team and Organizational Creativity 

Design Thinking: Framing Problems from a Customer's Point of View 

Customer Understanding and Need-finding as a Source of Ideas 

Models and Prototypes: Iterating within the Innovation Cycle 

Hurdles to Organizational Innovation 

Organizational Models 

Successful Innovation in Business: Industry Guest Speaker 

Integrating Innovation in Your Business Strategy 

Module: Human Capital Management (PABM09G) - 12 Credits 

Content: 

The Skills Development Act 

Employment Equity Act 

Labour Relations Act 

Performance Management 

Individual and team performance 

Career management planning 

Training and development 

Mentoring 

Team and individual motivation 

Management of team and individual competencies and behavioral traits 


Programme Programme in Banking (75892) Banking (75892) 



Changes in the Changes banking in environment the banking make environment it necessary make for it banking necessary staff for to banking equip themselves staff to equip with themselves basic banking with basic banking 

skills. The primary skills. purpose The primary of the purpose qualification of the is qualification to provide the is to qualifying provide the learners qualifying with a learners competency with a to competency to 

understand and understand apply the and basic apply principles the basic of the principles operations of the of operations the financial of system the financial within system the domestic within economy. the domestic economy. 

This will contribute This will to the contribute learner’s to employability the learner’s as employability a professional, as a both professional, in the formal both financial the formal services financial sector services as sector as 

well as related well industries as related thereby industries contributing thereby to contributing the economic to the and economic social up-skilling and social of South up-skilling Africa. of South Africa. 


Banking and related Banking financial and related services financial services 


Senior Certificate Senior an Certificate equivalent or an NQF equivalent level 4 qualification NQF level 4 plus qualification the Course plus in the Fundamentals Course in Fundamentals of 

of 

Banking and Risk Banking Management and Risk Management 



Second semester: Second 01 Jun semester: 15 Jul 01 Jun 15 Jul 

Module: Accounting Module: Principles Accounting (PBNK01S) Principles - (PBNK01S) 12 Credits - 12 Credits 


Fundamental accounting Fundamental concepts accounting and financial concepts analysis and financial analysis 

The bookkeeping The process bookkeeping process 

The double entry The bookkeeping double entry system bookkeeping system 

Value-Added Tax Value-Added (VAT) Tax (VAT) 

Journals Journals 

Postings from Postings the book from of prime the book entry of to prime the general entry to ledger the general and control ledger accounts and control accounts 

Adjustments Trial Adjustments balance Trial balance 

Bank accounts Bank and bank accounts reconciliation and bank reconciliation 

Financial statements Financial statements 

Module: Introduction Module: Introduction to Economics to (PBNK02T) Economics - (PBNK02T) 12 Credits - 12 Credits 


The function of The the function economy of and the economy its participants and its participants 

The concept of The supply concept and of demand supply as and it relates demand to as markets it relates and to economic markets and conditions economic conditions 

The effects of The changes effects in demand of changes and/or in demand supply and/or on prices supply and on quantities prices and quantities 

The conditions The under conditions which markets under which fail and markets why government fail and why intervention government is intervention necessary is necessary 

Basic macro-economic Basic macro-economic goals and instruments, goals and the instruments, GDP concept the and GDP its concept limitations and its limitations 

The concepts The of inflation concepts of inflation 

The interaction The between interaction inflation between and unemployment 

inflation and unemployment 

The objectives The of macroeconomic objectives of macroeconomic policy policy 

The differences The between differences privatisation, between deregulation privatisation, and deregulation competition and competition 

Research to explain Research the to interaction explain the and interaction differences and between differences different between economic different system economic system 



151

Module: Marketing Management Principles (PPBM06W) - 12 Credits 

Content: 

Interpretation of revenue statues in general and interpretation of the Income Tax Act in particular 

Identify general tax planning opportunities based on general tax principles and provide tax strategy advice 

Analyse and provide advice in respect of employee benefits, retirement benefits and estate planning 

Interpretation of different case scenarios for different profiles of clients 

Implement administrative provisions of the Income Tax Act 

Module: Banking Law (PBNK04V) - 12 Credits 

Content: 

The South African Legal System 

Introduction to the Science of Law 


The Contract of Sale 

The Contract of Lease 

The Contract of Insurance 

The Law of Agency 

The Forms of Business Enterprise 

Instruments of payment 

Other methods of payment 

Module: Introduction to Business Management (PBNK05W) - 12 Credits 

Content: 

Business and its challenges 

the establishment of a business 


the task of management 

the basic elements of planning 

organizing the business venture 

leadership: leading people in the organization 

motivating employees 

controlling the management process 

the operations management function 

logistics management 

meeting human resource requirements and developing effectiveness in HR 

The marketing process 


Module: Marketing Module: and Marketing Customer and Relationship Customer Relationship Management Management (PBNK06X) (PBNK06X) - 12 Credits- 12 Credits 


The nature of The relationship nature of marketing relationship marketing 

Building customer Building relationships customer relationships 



Employees and Employees internal marketing and internal marketing 

The marketing The process marketing and its process role in and the its business role the environment business environment 

The marketing The concept marketing and concept relationship and marketing relationship marketing 

The composition The composition and functioning and of functioning the marketing of the environment marketing environment 

The micro-environment 

The micro-environment 

The market environment 

The market environment 

The macro-environment 

The macro-environment 

Conducting a Conducting SWOT analysis a SWOT analysis 



Issues in segmentation 

Issues in segmentation 

Market targeting Market and targeting product and positioning product positioning 

Product positioning Product positioning 

The marketing The information marketing system information (MIS) system (MIS) 

Marketing research Marketing research 

What are products What are and products services? and services? 

Product decisions Product decisions 

Developing new Developing products new products 

The product The life cycle product life cycle 

Composition Composition and functioning and of functioning the distribution of the channel distribution channel 

Classification Classification of the channel of participants the channel participants 

The communication The communication process process 

Marketing communication Marketing communication and planning and planning 

Advertising Advertising 

Sales promotion Sales promotion 

Personal selling Personal selling 

Direct marketing Direct marketing 

Public relations Public and relations sponsorships and sponsorships 

Pricing and the Pricing interaction and the with interaction the other with marketing the other instruments marketing instruments 

Identifying the Identifying pricing constraints the pricing and constraints objectives and objectives 

Module: Compliance Module: Compliance Management Management (PBNK07Y) (PBNK07Y) - 12 Credits- 12 Credits 


Introduction Introduction to compliance to management 

compliance management 

the Financial the Intelligence Financial Centre Intelligence Act (FICA) Centre Act (FICA) 

Structure of FICA Structure of FICA 

Role players Role and offences players and offences 

control measures control for measures money laundering for money and laundering financing and of terroris financing of terroris 


153

Advanced Programme in Human Resource Management (71927) 


Purpose: 

The purpose of the programme is to equip students with the necessary knowledge, skills and abilities to manage 

human resources effectively in organisations. This programme is ideally suited for middle- and top-level human 

resource practitioners who will be exposed to the more advanced aspects of human resource management. 

Target group: 

Middle-level and top-level human resource managers 


The minimum admission requirement is a Bachelor’s degree in Human Resource Management or an Advanced 

Diploma in Human Resource Management on NQF level 7). The ideal student should also have worked in a human 

resource department in a middle or senior management position for five years.Prospective students, who do 

not have a formal qualification in Human Resource Management at NQF level 7, should provide Unisa with the 

following information on their previous qualifications: A full academic recordThe name(s) of the module/paper, 

and the syllabus and learning outcomes for the module/paperA list of the prescribed books usedAn indication of 

any other study material (eg study guides) usedAn indication of the means of assessment (eg assignments and 

examinations, and their format)The duration of the module/paperThe entry- level requirementThe NQF levelSAQA 

credits attached to the module/paperAn indication of whether the institution at which the qualification was 

obtained is registered as a training provider in terms of the Higher Education ActThe above information is required 

to adequately assess the relative value of modules/papers offered by other institutions. Prospective students are 

requested to contact the institution at which the qualification(s) was/were completed to obtain the necessary 

information.In addition, information on relevant working experience should be included in the form of a curriculum 

vitae. 


8-9 June 2011 

Module: Strategic and International Human Resource Management (AAHR01F) - 24 Credits 

Content: 

Strategic Human Resource Management (SHRM): A new way of: 

Managing performance 

Managing structures 

Managing learning 

Managing change 

Managing meaning 

International Human Resource Management: 

Introduction and overview 

The organisational context 

Attracting human resources (international recruitment and selection) 

Assessing and developing human resources (performance management, training and development) 

Retaining human resources (compensation, repatriation, labour relations) 

Special issues and challenges in international HRM 



Module: Organisational Module: Organisational Behaviour and Behaviour Renewal and (AAHR02G) Renewal -(AAHR02G) 24 Credits - 24 Credits 


An overview of An organisational overview of organisational behaviour and behaviour performance and performance 

Variables affecting Variables individual affecting differences individual differences 

Human behaviour Human and behaviour work behaviour and work behaviour 

Motivation 

Motivation 

Job design 

Job design 

Stress in the organisation Stress in the organisation 

Groups in organisations: Groups in organisations: behaviour and behaviour performance and performance 

Leadership in Leadership organisations in organisations 

Organisational Organisational culture culture 

Power, politics Power, and conflict politics within and conflict organisations within organisations 


Rewards and punishment Rewards and punishment 

Decision-making Decision-making and problem-solving and problem-solving 

Organisational Organisational design design 

The organisation, The structure organisation, and structure goals and goals 

Managing organisational Managing organisational success: integrating success: strategy integrating the strategy organisation’s in the organisation’s renewal process renewal process 

Organisational Organisational renewal through renewal transformation through transformation and development and development 

Module: Research Module: Methodology Research Methodology (AAHR03H) -(AAHR03H) 24 Credits - 24 Credits 


Introduction to Introduction research to research 

Research tools Research tools 

The research process The research process 

Research planning Research and design planning and design 

Qualitative and Qualitative quantitative and research quantitative methodologies research methodologies 

Preparing the Preparing research report the research report 

Module: Advanced Module: Human Advanced Resource Human Development Resource Development (AAHR04J) - (AAHR04J) 24 Credits - 24 Credits 


Introduction to Introduction strategic HRD to strategic HRD 

International HRD International HRD 

Strategic HRD Strategic planningHRD planning 

National skills National development skills strategy development strategy 

Workplace skills Workplace plan skills plan 

Performance improvement 

Performance improvement 

Mentoring and Mentoring coaching and coaching 

Electronic learning Electronic management learning management systems systems 

HRD project management 

HRD project management 

HRD quality management HRD quality management system system 

HRD value proposition 

HRD value proposition 


155

Advanced Programme in International and Central Banking (75930) 


Purpose: 

The Advanced Programme in International and Central Banking aims to equip students with in-depth knowledge 

and competencies in international banking, risk management , knowledge of financial markets and other financial 

principles applicable to the field of study. The programme is intended for students who already posses the basic 

knowledge of banking and finance to acquire knowledge, skills, attitudes and values required to operate responsibly 

in the international banking and financial services sector. 

Target group: 

Banking and related financial services. 


The Programme in Banking or an equivalent qualification at NQF level 6 or higher. 




Module: Risk Management (APICB2V) - 12 Credits 

Content: 

“The various steps in an exchange transaction” are: 

Access 

Communication mechanism 

Order management 

Quotation management 

Execution 

Deal capture and recording 

Matching 

Confirmation 

Clearing and netting 

Settlement 

Exposure calculation 

Information dissemination 

“The categories of risk associated with an exchange transaction” are: 

Market risk 

Performance risk 

Settlement risk 

Scrip risk 

Counterparty risk 



“The different types of risk” include: 

Interest rate “The different types of risk” include: 

Foreign exchange Interest rate 

Credit Foreign exchange 

Gap/mismatch Credit 

Liquidity Gap/mismatch 

Volatility Liquidity 

Basis Volatility 

Settlement 

Basis 

Operational Settlement 

Legal Operational 

Fraud Legal 

Reputational Fraud 

Reputational 

“Risk management mechanisms” include: 

Access control “Risk management mechanisms” include: 

Surveillance 

Access control 

Order management Surveillance 

Audit trail Order management 

Automated trading Audit system trail 

Single-capacity Automated trading trading system 

Automated clearing Single-capacity and settlement tradingsystem 

Automated clearing and settlement system 

“The concept of limits” includes: 

Intra-day “The concept of limits” includes: 

Overnight Intra-day 

Size Overnight 

Stop loss/take Size profit 

Allocation Stop loss/take profit 

Allocation 

“Common accounting procedures in relation to revaluation” include: 

Mark to market “Common accounting procedures in relation to revaluation” include: 

Net present value Mark to market 

Accruals Net present value 

Type of trading, Accruals e.g. hedging 

Type of trading, e.g. hedging 

“Other players in the control of risk in the financial markets sector” include: 

The compliance “Other officer players in the control of risk in the financial markets sector” include: 

Treasury The compliance officer 

Treasury 




157

Module: Economics (APICB1U) - 12 Credits 

Content: 

The function of the economy and its participants 

The concept of supply and demand as it relates to markets and economic conditions 

The effects of changes in demand and/or supply on prices and quantities 

The conditions under which markets fail and why government intervention is necessary 

Basic macro-economic goals and instruments, the GDP concept and its limitations 

The concepts of inflation 

The interaction between inflation and unemployment 

The objectives of macroeconomic policy 

The differences between privatisation, deregulation and competition 

Research to explain the interaction and differences between different economic systems 

Theories of behavioural finance and behavioural economics are researched to explain investment behaviour 

Systematic biases that cause investors and the markets to behave irrationally 

Standard economic theory and behavioural economic theory are compared with examples 

Patterns or irrational investor behavior are analysed with reference to how these patterns influence decisions 

Behavioural finance theory is applied to identify and explain a client’s irrational investment decision and to 

enable an intermediary to influence the client to make an informed decision 

Market behaviour is analysed with reference to volume, volatility and predictable influence on asset prices 

Behavioural theory is applied to explain current trends in market or client behaviour 

An organisation’s response to irrational decisions on the part of the market is analysed with reference to how 

an organisation attempted to counteract the trend 

Module: Monetary Policy (APICB3W) - 12 Credits 

Content: 

Macroeconomic objectives 

Monetary economics 

The monetary transmission mechanism in South Africa 

Monetary policy operations in South Africa 

Inflation targets 

Accommodation policy of the South African Reserve Bank 

Instruments of monetary policy 

Econometric modelling and forecasting at the South African Reserve Bank 

Alternative monetary instruments 

South African Reserve Bank Current Monetary Policy Framework 



Module: Interpreting Module: Interpreting Economic Indicators Economic (APICB4X) Indicators - 12 (APICB4X) Credits - 12 Credits 


“Different economic “Different systems” economic include: systems” include: 

Capitalism 

Capitalism 

Communism Communism 

Socialism Socialism 

Free market Free market 

Mixed Mixed 

“Key indicators “Key of economic indicators performance” of economic performance” include: include: 

Gross domestic Gross product domestic product 

Employment and Employment unemployment and unemployment 

Consumer price Consumer index and price inflation index and inflation 

Balance of payments 


Interest rates Interest rates 

The distribution The of distribution income of income 

Government borrowing Government borrowing 

Money supply Money supply 

Exchange rates Exchange rates 

“The major players “The major in an economy” players in an include: economy” include: 

Firms Firms 

Households Households 

The government The government 

The foreign sector The foreign sector 

Financial institutions Financial institutions 

“International “International and domestic and influences domestic impacting influences on impacting the financial on markets” the financial include: markets” include: 

Supranational Supranational institutions such institutions as the IMF, such BIS as and the EU IMF, BIS and EU 

Local and regional Local political, and regional economic, political, social, economic, technological, social, technological, legal or environmental legal or environmental factors factors 

“The financial “The markets financial instruments” markets include: instruments” include: 

Equity instruments Equity such instruments as preference such as shares preference and ordinary shares shares and ordinary shares 

Long term debt Long instruments term debt such instruments as bondssuch as bonds 

Derivative products Derivative such products as futures such and as options futures in and currency, options interest currency, rates, interest bond and rates, equity bond markets and equity markets 

Currency instruments Currency such instruments as FRA’s such (Future as FRA’s Rate Agreements), (Future Rate Agreements), repos and swaps repos and swaps 

Money market Money products market such products as treasury such bills, as certificates treasury bills, of deposit, certificates bills of of deposit, exchange, bills bankers of exchange, acceptances bankers acceptances 

Commodities Commodities 

Warrants Warrants 

Convertibles Convertibles 



159

Module: Treasury Management (APICB5Y) - 12 Credits 

Content: 

Important characteristics of applicable products 

Product knowledge and information used to secure new deals that are mutually beneficial in terms of 

profitability, tax efficiency and convenience, to both the client and the treasury function 

Long term business relationships are nurtured through consistent and accurate product updates to clients, in 

order to sustain profitability and align with company’s mission statement 

Misconstrued information is managed with a view to sustain long term relationships, in line with company’s 

mission statement 

Risk/return profiles of products according to company risk policy 

Position risks associated with products used, and the implications thereof, according to company risk 

management policy 

Levels of risk associated with products in accordance with company specified procedures 

Tools for keeping abreast of changes in the nature of the products due to innovation as per company specified 

procedure 

Correct product information is elicited, interpreted and integrated into work practices as per company 

guidelines, using identified tools 

Strategic information with regards changes to products is communicated to relevant parties as per industry 

guidelines to ensure consistency 

Module: International Finance (APICB63) - 12 Credits 

Content: 

The overall structure of the capital market 

The origins and evolution of the financial markets are discussed with reference to the South African situation 

The relationship and difference between the various financial markets 

The relationship between the various players in the financial markets 

Various financial market instruments 

The use of repurchase agreements and securities lending in the capital markets and their advantages and 

disadvantages 

Disintermediation and securitisation in relation to capital adequacy 

Equity instruments and markets are described and compared with examples 

Equity, debt and loan instruments are differentiated in tabular form 

Equity is valued using a variety of different methods 

Private sector fixed interest and bond instruments are described and compared in relation to the advantages 

and disadvantages of each for the investor 

Government bonds are described and discussed in terms of their relevance to the market as a whole 

The debt instruments are explained in terms of issuers, investors, maturity, pricing convention and seniority 

Derivative products are described and compared in terms of their advantages and disadvantages for the 

investor 

The driving forces of the derivatives market are identified and ranked in order of importance 

The pricing of derivatives instruments is explained with examples 

Currency instruments are described and compared in terms of their advantages and disadvantages for the 

investor 

The principles of exchange controls are explained with examples from the South African context 

Money market instruments are described and compared in terms of their advantages and disadvantages for 

the investor 

Different instrument yields are compared and explained with examples 

The types, characteristics and risk profiles of Tepo products are explained and compared with examples 



Module: Foreign Module: Exchange Foreign Policy Exchange (APICB74) Policy - 12 (APICB74) Credits - 12 Credits 


Exchange control Exchange inspection control working inspection papers working are compiled papers in are accordance compiled in with accordance bank-specific with requirements 

bank-specific requirements 

Entities to be inspected Entities to are be inspected timeously are informed timeously informed 

Logistical arrangements Logistical arrangements are coordinated are prior coordinated to inspection prior to inspection 

The purpose of The the purpose inspection of the is explained inspection to is the explained management to the management of the entity of the entity 

All requested All documentation requested documentation is obtained and is scrutinised obtained and for scrutinised exchange control for exchange compliance control compliance 

Additional samples Additional are requested samples are where requested applicable where and applicable according and to bank-specific according to procedures bank-specific procedures 

Exchange control Exchange inspection control working inspection papers working are correctly papers completed are correctly completed 

Instances of non-compliance Instances of non-compliance are identified and are identified the correct and action the correct is immediately action is explained immediately to the explained staff to the staff 

members responsible members responsible 

Relevant guidance Relevant is provided guidance in is specific provided instances 

specific instances 

Inspection outcomes Inspection are outcomes verbally reported are verbally to relevant reported stakeholders to relevant stakeholders 

A knowledge A and knowledge understanding understanding of exchange control of exchange rulings control and internal rulings policy and internal are demonstrated policy are demonstrated and applied and applied 

throughout the throughout inspectionthe inspection 

An inspection An report inspection is compiled report according is compiled to bank-specific according to formats bank-specific formats 

The inspection The report inspection is factually report correct is factually as per correct exchange as per control exchange working control papers working papers 

The inspection The report inspection conforms report to standard conforms exchange to standard control exchange terminology control terminology 

All authorisation All and authorisation recording and requirements recording requirements are complied with are complied according with to bank-specific according to procedures bank-specific procedures 

Inspection report Inspection is forwarded report to is relevant forwarded stakeholders to relevant stakeholders 

Returns from authorised Returns from dealers authorised are analysed dealers and are interpreted analysed and according interpreted to exchange according control to exchange requirements control requirements 

Instances of non-compliance Instances of non-compliance and deviations and are deviations identified and are identified recorded and according recorded to exchange according control to exchange control 

requirements requirements 

Instances of non-compliance Instances of non-compliance and deviations and are deviations reported to are relevant reported parties to relevant for action parties in accordance for action in with accordance with 

exchange control exchange procedures control procedures 

Module: Interpreting Module: Interpreting Economic Indicators Economic (APICB85) Indicators - 12 (APICB85) Credits - 12 Credits 


Objectives of Objectives government of debt government management debt management policy: policy: 

o Covering the o government’s Covering the government’s borrowing needs borrowing – basic needs objective – basic objective 

o Complementary o Complementary objectives relating objectives directly relating to the directly management to the management of government of debt government debt 

o Complementary o Complementary objectives which objectives a government which a debt government manager debt may manager have to take may into have account to take in into support account of in support of 

other policies other policies 

o Special objective: o Special coordination objective: between coordination government between debt government management debt management policy and monetary policy and policy monetary policy 

Institutional and Institutional organisational and organisational aspects of government aspects of debt government management: debt management: 

o Position of othe Position government of the debt government management debt management office in the government office in the organisation government structure organisation structure 

o Administrative o Administrative functions of government functions of debt government office debt office 

o Primary and o secondary Primary and market secondary organisation market organisation 

o Institutional o arrangements Institutional arrangements for interventions for interventions the secondary in the markets secondary for government markets for securities government securities 

Some generic Some public generic finance public concepts: finance concepts: 

o Composition o of Composition the public sector of the public sector 

o Government o accounts Government accounts 

o The budget o framework The budget in framework South Africain South Africa 

o Budgetary otrends 

Budgetary trends 



161

Recent developments in government debt management: 

o Changing priorities in government debt management policy 

o Strengthening of the role of market principles in government debt management 

o Internationalisation of government securities markets 

o Improved market functioning and market management through specialists in government securities (primary 

dealers) 

o Safer and more efficient clearing and settlement procedures 

o Efforts towards strengthening the retail base of the markets for government securities 

o Diverging trends between diversification and simplification of the arsenal of government debt instruments 

Government debt instruments: 

o Treasury bills and other short-term marketable government debt instruments 

o Medium-term and long-term marketable government debt instruments 

o Other government borrowing arrangements: 

Historical overview of public debt management in South Africa: 

o The domestic market 

o Foreign debt 

Participants in the market for public debt in South Africa: 

o Regulatory framework 

o South African Reserve Bank (SARB) 

o National treasury 

o Primary dealers 

o Bond exchange of South Africa 

o Central depository and financial instruments register 

o Domestic participation 

o Foreign participation 

o Other issuers of fixed interest debt 

o Managing investor and other stakeholder relations 

Instruments of South Africa’s government debt 

o Domestic debt 

o Foreign debt 

o Other debt 

An overview of government debt statistics in South Africa 

o International context 

o The size of and trends in government debt 

o Composition of government debt 

o Maturity profile of government debt 

o Ownership distribution of domestic marketable bonds 

Monetary policy and public debt management in the South African context 

Evolution of public debt management in South Africa 

o Debt management up to 1999 

o The post-1999 period 



Module: Bank Module: Supervision Bank Supervision and Financial and Stability Financial (APICB96) Stability - 12 (APICB96) Credits - 12 Credits 


Historical development Historical development of banks: of banks: 

Era of private Era banking of private banking 

Foreign banking Foreign activities banking activities 

Importance of Importance banks of banks 

Regulation and Regulation supervision and of supervision banks of banks 

Function of regulation Function of regulation 

Function of supervision Function of supervision 

Reasons for the Reasons supervision for the of supervision banks of banks 

Objectives of Objectives regulation and of regulation supervision and supervision 

Bank Supervisory Bank Framework Supervisory Framework 

Structure of the Structure bank supervisory of the bank framework supervisory framework 

Functions of the Functions bank supervisory of the bank framework supervisory framework 

Qualitative assessment 

Qualitative assessment 

Quantitative assessment Quantitative assessment 

Core principles Core for principles effective Banking for effective supervision Banking supervision 

The Basel Committee 

The Basel Committee 

Basel core principles 

Basel core principles 

Supervision of Supervision foreign banks of foreign banks 

International International standards standards 


163

Advanced Programme in Property Finance (75914) 

Duration: One year correspondence NQF Level 7 Credits: 96 

Purpose: 

The Advanced Programme in Property Finance recognizes a learner’s prior knowledge and skill and aims to give 

learners the detailed understanding of advanced knowledge and skills in evaluating property. 

Target group: 

Banking and related financial services. 


Senior Certificate and Programme in Banking 




Module: Fundamentals of Property (APPF01U) - 12 Credits 

Content: 

Release notifications and recorded releases are reconciled and must correspond 

Valuation on remaining units is determined and corresponds with record of remaining units 

Calculations of payments required per release is verified and validated according to company specific 

regulations 

Payments received and releases recorded are reconciled and must correspond 

Irregularities on account are investigated and resolved according to company specific regulations 

Transactions regarding cost incurred are verified and reconciled with account record according to company 

specifications 

Current status displayed on account record is verified and corresponds with transactions accounted for 

Current valuation of property is verified and corresponds with remaining security on record 

Irregularities in terms of the release of units are investigated and resolved in accordance with company 

regulations 

The validity of guarantees and/or undertakings of payment per release are confirmed according to company 

specifications 

The guarantee to be in line with conditions set for the release of the unit and include, but is not limited to 

payment by recognised institution and undertaking for reimbursement of any shortfalls 

Recovery of full liability at the release of the last unit against the bonded property is assured in accordance with 

company regulations 

Mortgagee’s interest is protected and secured in accordance with company regulations 

Drawings are interpreted in terms of project documentation 

Bills of quantities, where applicable, are interpreted in terms of project documentation 

Project specifications are integrated with drawings, bills of quantities and general conditions of contract 

Correct units of measurement are identified for the different types of material specified in terms of the project 

specification 

Accurate calculations of required materials are made, taking into account material manufacturer specifications, 

material properties and work area size 

Production rates for human and equipment resources are selected/determined for the activities and quantities 

involved 

Human resource requirements are computed from quantities calculated and project specifications/time frames 

Equipment resource requirements are computed from quantities calculated and project specifications/time 

frames 

Time durations for work activities are calculated 

A feasible work plan is developed 



Work plan is communicated Work plan is communicated to management to management 

The reason why The bond reason registration why bond is registration necessary is is explained necessary according is explained to the according legal and to financial the legal requirements 

and financial requirements 

The overall process The overall of achieving process bond of achieving registration bond is registration detailed according is detailed to the according generally to accepted the generally practice accepted in practice in 

the banking industry the banking industry 

The parties involved The parties in the involved process in are the detailed process according are detailed to legal according requirements to legal requirements for bond registration for bond registration 

The timing of The the process timing of is the explained process according is explained to ideal according and generally to ideal and accepted generally practice accepted and legal practice and legal 

requirements requirements 

The costs incurred The costs to during incurred the registration to during the process registration are specified process according are specified to generally according accepted to generally legal accepted and legal and 

financial practice financial practice 

The financial impact The financial of delays impact in registration of delays in is registration explained according is explained to the according effect on to the parties effect on the parties 

The different attorneys The different involved attorneys in the involved process in are the identified process according are identified to the according legal requirements to the legal requirements and general and general 

practice practice 

The role of the The attorneys role of the are distinguished attorneys are from distinguished each other from and each their other specific and functions their specific explained functions according explained to according to 

the legal requirements the legal requirements and process and and general process practice and general practice 

The process followed The process by the followed attorneys by the is explained attorneys according is explained to the according legal requirements to the legal requirements and generally and accepted generally accepted 

practice practice 

The documentation 

The documentation 

involved in achieving 

involved 


in 

registration 

achieving the 

of 

registration 

a bond is specified 

of a bond 

according 

is specified 


according 

legal 

to the legal 

requirements 

requirements 

and generally 

and 

accepted 

generally 

practice 

accepted practice 

The role of 

 


The 

Deeds 

role 

Office 


is 

Deeds 

identified 

Office 

and 

is identified 

explained 

and 

according 

explained 


according 

legislative 


regulations 

legislative regulations 

The need for 

 


The 

Deeds 

need for 

Office 


is 

Deeds 

explained 

Office 

according 

is explained 


according 

legislative 


requirements 

legislative requirements 

The specific 

 

functions 

The specific 

performed 

functions 

by 

performed 

the Deeds 

by 

Office 


are 

Deeds 

explained 

Office are 

according 

explained 


according 

legislative 


requirements 


The actual 

 

process 

The actual 

of registration 

process of 

in 

registration 

Deeds Office 

in 

is 

Deeds 

explained 

Office 

according 

is explained 


according 

legislative 


requirements 


and 

and 

actual practice 

actual practice 

The documents produced by the process are specified according to the legislative requirements 

The documents produced by the process are specified according to the legislative requirements 

The role played by the bank/financier in the registration process is explained according to actual practice in line 

The role played by the bank/financier in the registration process is explained according to actual practice in line 

with the bank’s policy and procedure 

with the bank’s policy and procedure 

The motivation for the bank being involved in the registration process is explained according to actual practice 

The motivation for the bank being involved in the registration process is explained according to actual practice 

and in line with the bank’s policy and procedure 

and in line with the bank’s policy and procedure 

The timing and nature of the banks involvement is specified according to actual practice in line with the bank’s 

The timing and nature of the banks involvement is specified according to actual practice in line with the bank’s 

policy and procedure 

policy and procedure 

The responsibility for documentation is explained according to actual practice in line with the bank’s policy and 

procedure 

The responsibility for documentation is explained according to actual practice in line with the bank’s policy and 

The goals of the 

procedure 

registration process are defined according to the outcomes of a successfully completed 

process 

The goals of the registration process are defined according to the outcomes of a successfully completed 

The legal documentation 

process 

that regulates the relationships between the parties is identified according to the 

legal requirements The legal and generally documentation accepted that banking regulates practice the relationships between the parties is identified according to the 

The nature of legal the new requirements relationships and formed generally between accepted the banking parties is practice explained according to the legal 

agreements in The place nature of the new relationships formed between the parties is explained according to the legal agreements 

The basic rights in place and obligations of the parties are specified according to the terms and conditions of the 

agreements in The place basic rights and obligations of the parties are specified according to the terms and conditions of the 

agreements in place 

Module: Introduction Module: Introduction to Property to Finance Property (APPF02V) Finance - 12 (APPF02V) Credits - 12 Credits 


The general principles The general of law principles relating of to law property relating transactions to property transactions 

Sectional Titles Sectional Act, Share Titles Block Act, Schemes Share Block Act, Schemes Time Sharing Act, Time Schemes, Sharing Rights Schemes, of Purchasers, Rights of Protection Purchasers, of Protection of 

Tenants, Alienation Tenants, of Land Alienation Act 1981 of Land Act 1981 

The general principles The general of mortgage principles and of mortgage pledge lawand pledge law 

A working knowledge A working of knowledge formalities for of formalities valid security for valid security 

Parties to a mortgage Parties to or a pledge mortgage are or identified pledge and are identified defined in and line defined with the in law line of with mortgage the law and of mortgage pledge and pledge 

The various types The of various mortgages types of and mortgages pledge and pledge 



165

Module: Fundamentals of Property (APPF01U) - 12 Credits 

Content: 

The effects of various forms of security relating to the law of mortgage and pledge 

Executed documents governing security 

The effects of special conditions relating to validly executed documents governing security 

Elements of security relating to mortgages and pledge 

The meaning of the term ownership of immoveable property 

The rights and duties of an owner of immoveable property according to the basic common law and legislative 

requirements. 

The meaning of the term freehold ownership 

The meaning of the term leasehold ownership is explained, and illustrated with the use of examples, according 

to its legal definition 

The legal requirements for ownership according the legislative definition in the Deeds Registries Act 47 of 

1937 

The details contained in a title deed according the basic requirements of the Deeds Registries Act 47 of 1937 

The concept of servitudes over immoveable property according to the basic legal definition 

The impact of a personal servitude on the ownership rights over immoveable property according to the basic 

legal definition. 

The impact of a preadial servitude on the ownership rights over immoveable property according to the basic 

legal definition 

Prescription, expropriation, marriage in community of property and insolvency of the registered owner, 

Evidence of competence across the entire range is required 

The basic process through which a transfer of ownership of immoveable property occurs according the Deeds 

Registries Act 47 of 1937 

The manner in which the legislation protects the rights of the owner of property according to the Deeds 

Registries Act 

The manner in which the legislation protects the rights of a purchaser of property according to the 

requirements specified in the Deeds Registries Act 

Examples of ownership without registration in the deeds office according to the legal requirements definition 

The ownership options available for registering a property in an individual’s name according to the legal 

requirements for such a registration 

One individual, joint names when married in community of property, joint names when married out of 

community of property, joint names when not married - evidence of competence across the entire range is 

required 

The ownership options available for registering a property in the name of a non-individual legal entity are 

identified and explained according to the legal requirements for registration: 

o Close corporation, company, trust or partnership. Evidence across the entire range is required for competence. 

o According to the legal implications of registering property 

o According to the tax implications of the different forms of registering property 

o According to the practical administrative implications to the purchaser of the different forms of ownership 

o The advantages and disadvantages through matching the ownership option best suited to a purchaser’s profile 

according to the administrative, legal and tax implications 



Module: Service Module: Management Service Management and Marketing and (APPF03W) Marketing -(APPF03W) 12 Credits - 12 Credits 


Nature of the Nature product/investment of the product/investment vehicle vehicle 

Advantages and Advantages disadvantages and disadvantages of the product/investment of the product/investment vehicle vehicle 

Potential clients Potential clients 

Preferred sales Preferred method sales and sales method channels and sales channels 

The selling process The selling as it relates process to as financial it relates services to financial services 

The following The concepts following relating concepts to the relating steps of to the the sales steps process: of the sales process: 

o The difference o The between difference offering between advice offering and offering advice information and offering information 

o What constitutes o What financial constitutes advicefinancial advice 

o A basic needs o A analysis basic needs analysis 

Appropriate communication Appropriate communication skills in the sales skills process in the in sales a practical, process relevant in a practical, workplace relevant environment workplace environment 

The advantages, The features advantages, and benefits features of and the benefits various of products the various and services products and services 

A basic needs A analysis basic needs and risk analysis profileand risk profile 

Appropriate solutions Appropriate to needs solutions to needs 

The results of The the needs results analysis/information 

of the needs analysis/information 

The necessary The legislative necessary requirements legislative requirements of the FAIS Act of regulations the FAIS Act as regulations they relate as to they offering/selling relate to offering/selling to clients to clients 

The liability implications The liability on implications the part of on the the financial part of service the financial provider service in rendering provider advice in rendering to clients advice to clients 

Module: Introduction Module: Introduction to Business Management to Business Management (APPF04X) - (APPF04X) 12 Credits - 12 Credits 


The different types The different of business types entities of business are and entities the characteristics are and the characteristics and advantages and and disadvantages and disadvantages 

The properties The of a properties partnership, of a close partnership, corporation, close companies corporation, (public companies and private) (public and and a private) trust and a trust 

The strengths The and strengths weaknesses and and weaknesses requirements and requirements of the various of types the various types 

The purpose and The context purpose of and a business context plan of a business plan 

Areas of business Areas affected of business by changes affected in by the changes macro environment in the macro include, environment but are include, not limited but are to, not products, limited to, products, 

marketing, systems marketing, administration systems administration and the management and the management of client relationships of client relationships 

The macro environment The macro includes, environment but is includes, not limited but to, is not economics limited to, on economics a global scale on a including global scale World including Trade World Trade 

Organisations, Organisations, International Monetary International Fund, Monetary Regional Fund, Trade Regional Agreements Trade and Agreements Equities Markets and Equities Markets 

Objective setting Objective setting 

Quantifiable objectives Quantifiable objectives 

Mission statement Mission statement 

The owner/manager’s The owner/manager’s personal objectives personal objectives 

Action plans Action plans 

The factors affecting The factors performance affecting of performance the business of the business 

Strengths, weaknesses, Strengths, opportunities weaknesses, opportunities and threats of and the threats business of the business 

Social, technical, Social, economic, technical, environmental economic, environmental and political and political 

Trading status Trading documents status such documents as the profit such and as the loss profit account, and balance loss account, sheet, balance cash flow sheet, and cash profit flow and and loss profit to and loss to 

determine how determine the business how is the performing business is performing 



167

Module: Advanced Commercial Property Finance Products (APPF05Y) - 12 Credits 

Content: 

The role of property in financial markets 

Annual reports, financial statements and share prices: property companies and real estate investment trusts 

Revaluation, taxation, depreciation, earnings and share prices of property companies 

Alternative methods to finance property investment and development 

Capital structure for property companies and REITs 

WACC and valuation of shares and trusts 

Mean-variance analysis of portfolios 

Property investment strategies based on mean-variance analysis 

Secondary mortgage markets 

Capital asset pricing model and property investment 

Arbitrage pricing Theory and property investment 

Module: Risk Management (APPF063) - 12 Credits 

Content: 

“The various steps in an Exchange transaction” are: 

Access 




Execution 


Matching 

Confirmation 


Settlement 




Market risk 



Scrip risk 




A general understanding A general understanding of the methods of for the estimating methods for and estimating calculating and costs calculating for determining costs for replacement determining cost replacement cost 

for insurance purposes for insurance purposes 

A general understanding A general understanding of the principles of the of accessibility principles of and accessibility the influence and of the the influence cost of of transport the cost facilities of transport on facilities on 

the value of agricultural the value of properties agricultural used properties for intensive used farming, for intensive as appropriate farming, as appropriate 

A comprehensive A comprehensive understanding understanding of the legal factors of the and legal limitations factors and that limitations impact on that the impact valuation of the land, valuation of land, 

particularly of particularly agricultural of properties agricultural used properties for extensive used farming, for extensive including farming, subdivision including and subdivision consolidation, and consolidation, 

categorisation categorisation of real rights and of real servitudes, rights and as servitudes, appropriateas appropriate 

A comprehensive A comprehensive understanding understanding of the principles of the and principles methods of and preparing methods fully of preparing motivated fully valuation motivated reports valuation reports in 

in respect of income respect producing of income properties producing properties 

A general understanding A general understanding of basic accounting of basic skills accounting as related skills to procedures as related to involved procedures in performing involved in valuation performing of valuation of 

income producing income properties producing properties 

Advanced Advanced Programme Programme in Sourcing Sourcing and Supply and Chain Supply Management Chain Management (71218) (71218) 



The aim of the The programme aim of the is programme to provide middle is to provide and senior middle management and senior management in purchasing, sourcing purchasing, and supply sourcing and supply 

related fields with related a broader fields with vision a broader of and insight vision of into and strategic insight sourcing, into strategic the supply sourcing, chain the management supply chain management approach, approach, 

negotiations and negotiations global sourcing. and global It further sourcing. aims It to further equip aims students to equip to apply students theoretical to apply knowledge theoretical gained knowledge in this gained in this 

area to their current area to working their current environment. working environment. 


People working People in supply working chains of supply organisations chains of organisations 


A university degree; A university or a Management degree; or a Management Development Development Programme offered Programme by various offered universities; by various or universities; a National or a National 

Diploma or B Diploma Tech degree or B from Tech an degree accredited from an institution; accredited or institution; the Unisa Programme or the Unisa in Programme Purchasing in and Purchasing Supply and Supply 

Management Management certificate; or the certificate; Unisa Programme or the Unisa in Programme Public Procurement in Public and Procurement Supply Management and Supply Management certificate. certificate. 




Module: Strategic Module: Sourcing Strategic Management Sourcing Management (AASM01F) -(AASM01F) 18 Credits - 18 Credits 


World class supply World management 

class supply management 

Purchasing becomes Purchasing supply becomes management supply management 

Supply management: Supply management: organisation-spanning organisation-spanning activity activity 

E-commerce II E-commerce II 

Outsourcing: to Outsourcing: make or to to buy make or to buy 

Sourcing Sourcing 

Global supply Global management supply management 

Pricing Pricing 

Cost analysis Cost analysis 


Relationship and Relationship contract management 

and contract management 

Specifications Specifications and standardisation 

standardisation 

The procurement The of procurement equipment of equipment 

Purchasing services 

Purchasing services 

Supplier development Supplier development 



169

Module: Supply Chain Management (AASM02G) - 18 Credits 

Content: 

Supply chain management: concept and demarcation 

Planning for supply chain management 

Organisation for the supply chain 

Optimisation for the supply chain 

Control over the supply chain 

Customer service: a supply chain focus 

Total cost of ownership 

Supply chain and integrated logistics 

Investment recovery, reverse logistics and green supply chain 

E-commerce in the supply chain 

Time-based techniques in retailing 

Inventory in the supply chain 

Distribution in the supply chain 

The role of transport in the supply chain 

Module: Negotiations (AASM03H) - 18 Credits 

Content: 


Introduction to negotiation 

Planning and preparation for negotiation 

Negotiation for climate 

Negotiation for common ground 

Persuasive tactics 

Handling conflict and aggression 

Specialised negotiating areas 

Module: Global Sourcing Management (Focussing on International Purchasing) (AASM04J) - 18 

Content: 


Introduction to international purchasing 

International purchasing by South African enterprises 

Theoretical framework for international business 

Planning for international purchasing 

Foreign suppliers- identification and selection 

Organisation for international purchasing 

Procedures for international purchasing 

Payment for international purchases 

Control over international purchasing 

Countertrade 

Module: Research Project (AASM05K) - 18 Credits 

Content: 

A research study must be done in a strategic sourcing or a broader supply chain management context. (The 

research project includes a literature study and empirical study (case study) in the organisation of the student.) 


Advanced Advanced Programme Programme in Financial Financial Planning Planning and Estates and (75922) Estates (75922) 

Duration: One Duration: year correspondence One year correspondence NQF Level 7NQF Level 7 Credits: 96 Credits: 96 


The advanced The programme advanced in programme Financial Planning Financial and Estates Planning aims and to Estates give learners aims to a give fundamental learners a understanding, 

fundamental understanding, 

knowledge and knowledge basic skills and to conduct basic skills financial to conduct planning financial activities planning effectively activities and effectively understanding understanding of advanced of advanced 

knowledge and knowledge skills for dealing and skills effectively for dealing estate, effectively personal in estate, and tax personal planning and as tax well planning as other as financial well as other principles financial principles 

applicable to this applicable field of to study. this field of study. 


This new consolidated This new programme consolidated is programme specifically directed is specifically at students directed who at students are, or intend who are, to become or intend involved to become in the involved in the 

management management processes within processes the banking within or the other banking financial or other services financial sectors. services sectors. 


Senior Certificate Senior an Certificate equivalent or an NQF equivalent level 4 qualification NQF level 4 and qualification a Certificate and in a Banking Certificate or in equivalent. Banking or equivalent. 




Module: Income Module: Tax (APFP04M) Income Tax -(APFP04M) 12 Credits - 12 Credits 


The basis of taxation The basis in South of taxation Africain South Africa 

The various types The of various taxation types in South of taxation Africain South Africa 

The structure The and structure determination and determination of taxable income of taxable and taxation income and taxation 

The gross income The gross definition income and definition its component and its parts component parts 

The concept of The Capital concept Gains of Tax Capital Gains Tax 

Specific inclusions Specific that inclusions are included that in are a taxpayers' included in gross a taxpayers' income gross income 

A taxpayers' gross A taxpayers' income gross where income there are where special there inclusions are special inclusions 

Exempt income Exempt and how income it fits and into how the it determination fits into the determination of 'taxable income' of 'taxable income' 

A taxpayers' taxable A taxpayers' income taxable where income there is where exemption there is exemption 

The general deduction The general formula deduction in terms formula of Section in terms 11(a) of Section and the 11(a) Section and 23(g) the Section limitation 23(g) limitation 

Prohibited deductions Prohibited in deductions terms of Section in terms 23 of Section 23 

Special deductions Special in deductions terms of Section in terms 11 of Section 11 

The following The sections: following sections: 

o Section 12(1) o Section - Machinery 12(1) initial - Machinery allowance initial allowance 

o Section12 o- Special Section12 depreciation - Special allowance depreciation allowance 

o Section 13 o- Building Section allowance 13 - Building allowance 

o Section 13 o- Residential Section 13 building - Residential allowance building allowance 

o Section 8(4) o - Section Recoupments 8(4) - Recoupments 

o Section 17 o-Appointing Section 17 agents -Appointing outside agents the Republic outside the Republic 

o Section 18 o- Medical Section expenses 18 - Medical expenses 

o Section 18A o - Section Donations 18A - Donations 

Deductions in Deductions terms of the in following: terms of the following: 

o Section 12(1) o Section - Machinery 12(1) initial - Machinery allowance initial allowance 

o Section12 o- Special Section12 depreciation - Special allowance depreciation allowance 

o Section 13 o- Building Section allowance 13 - Building allowance 

o Section 13 o- Residential Section 13 building - Residential allowance building allowance 

o Section 8(4) o - Section Recoupments 8(4) - Recoupments 

o Section 17 o- Appointing Section 17 agents - Appointing outside agents the Republic outside the Republic 

o Section 18 o- Medical Section expenses 18 - Medical expenses 

o Section 18A o – Section Donations 18A – Donations 



171

The following are understood, interpreted and applied for given/real situations: 

Other deductions that relate to dividends (Section 19) 

Understand assessed losses (Section 20) 

Understand the deductibility of alimony payments Section 21) 

Understand the limitation imposed on lessors (Section 23A) 

Understand the allowance available to credit agreements (section 24) 

Understand the allowance available to future expenditure agreements (Section 24) 

Understand taxation of partnerships (section 24H) 

Understand taxation of foreign exchange gains and losses (Section 24I) 

The taxation of businesses which extend beyond the Republic 

Various classifications of taxpayers and their relative rebates 

Fringe benefit tax is explained 

Various types of fringe benefit tax 

Taxation of companies and close corporations 

Tax payable by companies and close corporations 

Taxation applicable to non-residents and to farmers 

Donation tax, when it is levied and who is liable for payment 

Donation tax is calculated for given/real scenarios 

Employees taxation is understood in practice 

PAYE and SITE for an employee is calculated with given data 

Who is liable to render tax assessment 

The procedure to follow to lodge an objection to a tax assessment 

The concept of tax avoidance and evasion 

The provision of Sections 103(5) and 105A 

Module: Financial Planning (APFP06P) - 12 Credits 

Content: 

Counsellor selling processes 

Effective sales process, which includes good communication skills 

Accurately describes the advantages, features and benefits of the products and services 


Gathering and documenting personal data 

Determining the risk profile 

Quantifying client’s financial goals and needs 

Knowledge of personal financial planning principles concepts and techniques 

Posing questions in order to identify relevant information regarding the client's personal risk choice and profile 

Using client information to select appropriate products and services to match the risk profile 

Correlating the risks with financial reward required by the client 

Correctly interpreting the results of the needs analysis/information 

Design a solution that addresses the need 

Assess and match the client’s risk profile to the proposed solution and plan 

Knowledge of financial planning principles, concepts and models 

Knowledge of the different types of investments available to meet all financial needs 

Applying basic tax principles to types of investments and investment structures 

Applying pre-retirement planning principles to meet a client’s needs 



Knowledge of Knowledge different types of different of compulsory types of annuities compulsory in terms annuities of post in terms retirement of post retirement 

Identifying the Identifying benefits and the limitations benefits and of various limitations retirement of various planning retirement plansplanning plans 

Explaining the Explaining tax implications the tax and implications rules of the and different rules of plans the different plans 

Selecting the correct Selecting type the of correct investment type profile investment to match profile retirement to match requirements retirement requirements 

Applying asset Applying allocation asset principles allocation principles 

Complying with Complying the rules with and the regulations rules and of regulations regulating bodies/banks of regulating bodies/banks involved in the involved financial in services the financial sector services sector 

which affect the which distribution affect the of distribution product by of a financial product consultant, by a financial namely consultant, FAISB, namely Code of FAISB, Banking Code Practice, of Banking PPR Practice, PPR 

and FICA and FICA 

Understanding Understanding technical terminology technical and terminology developments and developments and trends in and the field trends of financial the field planning of financial planning 

Cash management Cash management and budgeting and on budgeting a broad strike on a basis broad strike basis 

Knowledge of Knowledge principles and of principles concepts and of cash concepts management of cash management 

Knowledge of Knowledge cash flow terms of cash and flow applications terms and applications 

Establish budget Establish control budget over expenditure control over expenditure 

Analyse debt level Analyse debt level 

Set up personal Set budget up personal budget 

Knowledge of Knowledge credit system: of credit loans, system: bonds, credit loans, cards, bonds, overdrafts credit cards, etcoverdrafts etc 

Becoming aware Becoming of the effects aware of the poor effects credit of management poor credit management 

Knowledge of Knowledge investment of vehicles investment - bonds, vehicles treasury - bonds, bills, treasury equities, bills, unit trusts, equities, deposits, unit trusts, etc deposits, etc 

Knowledge of Knowledge insurance vehicles of insurance - annuities, vehicles endowments - annuities, endowments etc etc 

Knowledge of Knowledge investment of categories investment - cash categories reserves, - cash fixed reserves, income, fixed equity, income, property, equity, hard property, assets or hard other assets direct or other direct 

investment investment 

Technical knowledge Technical of knowledge all types of of equity all types investment of equity structures investment ranging structures from ranging the most from simple, the such most as simple, fixed such as fixed 

deposits to the deposits most complex, to the most such complex, as hedge such funds, as futures hedge funds, and options, futures multi and options, manager multi and manager share portfolio and share portfolio 

principles principles 

Distinguishing Distinguishing between the different between investment the different strategies investment of different strategies fund of different managers fund and managers asset managers and asset managers 

Explaining investment Explaining terms investment and concepts terms and concepts 

Determining the Determining rate of return the rate in a of given return context in a given context 

Assessing liquidity Assessing of capital liquidity for a of given capital situation for a given situation 

Assessing safety Assessing of principle safety versus of principle hedge versus against hedge inflation against inflation 

Summarising Summarising and analysing and the analysing investment the portfolio investment portfolio 

Knowledge of Knowledge leverage, rand of leverage, cost averaging, rand cost hedging averaging, hedging 

The strengths The and strengths weaknesses, and and weaknesses, requirements and requirements of the various of types the various of business types with of business regard to with the regard following to the following 

are identified are and identified explained and in writing: explained in writing: 

Juristic personality Juristic personality 

Founding Founding 

Limit to liability Limit - insolvency to liability - insolvency 

Perpetual succession Perpetual succession 

Membership (acquisition; Membership disposal (acquisition; and insolvency disposal and of member) insolvency of member) 

Lawfulness 

Lawfulness 

Capacity Capacity 

Administration Administration 

Accounting 

Accounting 

Internal relations Internal relations 

Tax Tax 



173

The various types of individually and company owned policies that are used in business assurance are 

demonstrated with supporting examples of: 

Individually owned policies: 

o Partnership assurance 

o Buy and sell arrangement 

o Credit loan redemption plan 

o Preferred compensation 

Business owned policies: 

 

 

 

 

 

o 

o 

o 

o 

o 

o 

o 

o 

 

 

o 

o 

o 

o 

Keyman cover 

Debt redemption plan 

Contingent liability 

Deferred compensation 

Sinking funds 

An understanding of the uses, mechanics, benefits and disadvantages of these policies are demonstrated and 

discussed 

The deductibility or non-deductibility of premiums is deducted for given data 

Appropriate regulations are identified and complied with in practice 

Conforming and non-conforming policies are differentiated and explained in writing 

An understanding of the cession of policies is demonstrated in practice 

The income tax, capital gains tax and estate duty implications of the various plans is determined in a given 

context 

An understanding of the use of restraint of trade agreements is demonstrated and discussed 

The following about a restraint of trade agreement is explained in writing: 

1. What it is used for 

2. When it can be implemented 

3. Mechanics of the plan 

4. Tax implications 

5. Estate duty implications 

An understanding of pension, provident and benefit funds is demonstrated in practical examples 

The implications for a company, particularly tax implications, deductions of contributions and investment limits 

of the following plans is demonstrated within a given context: 

Pension fund 

Provident fund 

Benefit fund 

Medical aid 



Module: Portfolio Module: Management Portfolio Management (APFP05N) -(APFP05N) 12 Credits - 12 Credits 


Various aspects Various of the aspects investment of the market investment with particular market with reference particular to the reference following: to the following: 

o Those needs o they Those meet needs they meet 

o When they oshould When be they used should and/or be avoided used and/or avoided 

o Benefits o Benefits 

o Disadvantages o Disadvantages 

o Tax implications o Tax and implications risk and risk 

o Income or ogrowth 

Income or growth 

o Costs of the o different Costs of investment the different vehicles investment and sectors vehicles and sectors 

The following The requirements following requirements for a balanced for investment a balanced portfolio: investment portfolio: 

o Determining o yields Determining yields 

o income or ocapital income growth or capital growth 

o Income tax oeffect 

Income tax effect 

o Security of ocapital 

Security of capital 

o Diversification o Diversification of portfolio (interest; of portfolio equity; (interest; property; equity; term) property; term) 

o Immediateo 

Immediate 

o Short, medium o Short, and long medium term and investments long term investments 

o Risk vs termo 

Risk vs term 

o Transaction o costs Transaction costs 

The functions The and functions the segments and the of the segments capital market, of the capital with reference market, with to the reference following: to the following: 

o The primary o and The secondary primary and market secondary market 

o Capital market o Capital resources market resources 

o Capital market o Capital institutions market institutions 

o Insurance companies o Insurance companies 

o Life assurance o Life companies assurance companies 

o Pensions and o Pensions provident and funds provident funds 

Various aspects Various of the aspects securities of the market securities in terms market of the in following: terms of the following: 

o Definitions o(unit Definitions trusts) (unit trusts) 

o Equities o Equities 

o Gilts and fixed o Gilts interest and fixed interest 

o Money market o Money market 

o Options o Options 

An understanding An understanding of the equities of market the equities by explaining market by the explaining terms and the concepts terms and of risk concepts and return of risk as and well return as as well as 

dividend yields dividend yields 

An understanding An understanding of the gilts by of explaining the gilts by the explaining terms and the concepts terms and of the concepts following: of the following: 

o Interest rate o , Interest fixed and rate fluctuations , fixed and fluctuations 

o Gilts coupon o rates Gilts coupon and redemption rates and rates redemption rates 

o Yields capital o gains Yields and capital losses gains and losses 

Debentures, types, Debentures, conversions types, prices conversions and premiums prices and premiums 

The functions The of the functions South African of the South money African market money and its market institutions and its institutions 

The role of financial The role intermediaries 

of financial intermediaries 

An understanding An understanding of the money of market the money market 

Interest rates Interest , inflation rates and , returns inflation and returns 



175

The following: 

o Bankers acceptances 

o Negotiable certificates of deposit 

o Treasury bills 

o Short and long term deposit accounts 

An understanding of options: 

o Expirations/pre-expiration/premium values 

o Strike price 

o Call/put/double options 

o American/European options 

An understanding of futures: 

o Valuing positions 

o Open interests 

o Spot price 

o Contango and backwardation 

An understanding of the economic and market conditions: 

o Interest rate cycle 

o Money supply 

o Rand/dollar exchange rate 

o Economic growth and inflation 

o Stock exchange indices 

The following: 

o Characteristics of the market 

o Types of property 

o Principles of property investment 

o Investment opportunities 

o Syndication 

o Property unit trusts 

o Endowments with property portfolio 

o Quoted property companies 

o Share block 

o Sectional Title 

o Time share 

o Lease backs 

o Institutions serving the industry 

An overview of the benefits and disadvantages of an investment in hard assets by discussing the following: 

o Why use hard assets as an investment 

o Timing 

o Types of hard asset investment 

o Kruger Rands 

o Persian carpets; diamonds; antiques; paintings and art 

o Stamps 

An understanding of offshore investment: 

o Exchange control and exchange rates 

o Taxation and risks 

o Implementation – rules and regulations 

An overview of investment in business: 

o Valuation and fair rate of return 

o Basics of financial statements 

o Ratio analysis 


continue to next page

Module: Estate Module: Planning Estate (APFP01J) Planning - 12 (APFP01J) Credits - 12 Credits 


Estate planning Estate in line planning with current in line estate with current duty regulations estate duty regulations 

The current legal The environment current legal in environment the light of in estate the light planning of estate planning 

The current economic The current environment economic in environment the light of in estate the light planning of estate planning 

The client’s current The client’s personal current environment personal in environment the light of in estate the light planning of estate planning 

The concept of The flexibility concept in of the flexibility estate plan in the in estate line with plan accepted in line with estate accepted duty practice estate duty practice 

The concept of The minimisation concept of of minimisation estate duty of in estate line with duty accepted in line with estate accepted duty practice estate duty practice 

The concept of The minimisation concept of of minimisation income tax of in income line with tax accepted in line with estate accepted duty practice estate duty practice 

The concept of The minimisation concept of of minimisation other taxes of in other line with taxes accepted in line with estate accepted duty practice estate duty practice 

The concept of The the concept provision of of the liquidity provision of liquidity 

The concept of The provision concept of of capital provision and of income capital for and dependants income for in dependants line with accepted in line with estate accepted duty practice estate duty practice 

The concept of The the concept provision of of the retirement provision of capital retirement and income capital in and line income with accepted in line with estate accepted duty practice estate duty practice 

The concept of The capital concept appreciation of capital and appreciation income generation and income generation line with accepted in line with estate accepted duty practice estate duty practice 

The concept of The protection concept against of protection insolvency against and insolvency inflation in and line inflation with accepted in line with estate accepted duty practice estate duty practice 

The concept of The facilitation concept of the facilitation administration of the administration of the estate in of line the with estate accepted in line with estate accepted duty practice estate duty practice 

The concept of The the concept protection of the of business protection interests of business line interests with accepted in line with estate accepted duty practice estate duty practice 

The use of marriage The use in of community marriage in of community property in of the property relevant in legislation the relevant legislation 

The use of the The universal use of partnership the universal in partnership accordance in with accordance accepted with estate accepted tax practice estate tax practice 

The use of the The ante use nuptial of the contract ante nuptial contract 

The use of the The Matrimonial use of the Property Matrimonial Act in Property accordance Act in with accordance accepted with estate accepted tax practice estate tax practice 

The use of donations The use in of accordance donations in with accordance accepted with estate accepted tax practice estate tax practice 

The use of companies The use of in accordance companies in with accordance accepted with estate accepted tax practice estate tax practice 

The use of close The corporations use of close in corporations accordance in with accordance accepted with estate accepted tax practice estate tax practice 

The use of co-shareholders The use of co-shareholders and partnership and agreements partnership in agreements accordance in with accordance accepted with estate accepted tax practice estate tax practice 

The use of trusts The in use accordance of trusts in with accordance accepted with estate accepted tax practice estate tax practice 

The use of suspensive The use sales of suspensive and options sales in and accordance options in with accordance accepted with estate accepted tax practice estate tax practice 

The use of limited The use interest of limited in accordance interest in with accordance accepted with estate accepted tax practice estate tax practice 

The use of the The will use in accordance of the will in with accordance accepted with estate accepted tax practice estate tax practice 

The use of life The assurance use of in life accordance assurance in with accordance accepted with estate accepted tax practice estate tax practice 

The use of forms The of use investments of forms of in investments accordance in with accordance accepted with estate accepted tax practice estate tax practice 

The use of prescription The use of in prescription accordance in with accordance accepted with estate accepted tax practice estate tax practice 

The use of accruals The use to the of accruals surviving to spouse the surviving in accordance spouse in with accordance accepted with estate accepted tax practice estate tax practice 

The process of The fact process finding of in fact accordance finding in with accordance estate planning with estate practice planning practice 

The estate duty The payable estate is duty calculated payable using is calculated recognised using methods recognised methods 

The liquidity of The the liquidity estate is of determined the estate is in determined line with standard in line with estate standard duty procedures estate duty procedures 

The shortfall in The the shortfall estate is in determined the estate is using determined accepted using methods accepted methods 

The growth in The the growth estate is in determined the estate is using determined accepted using methods accepted methods 

The importance The of importance freezing the of value freezing of the the estate value in of accordance the estate in with accordance the stipulations with the of stipulations the Estate Duty of the Act Estate Duty Act 

The concept of The providing concept for of testamentary providing for wishes testamentary in accordance wishes in with accordance the stipulations with the of stipulations the Estate Duty of the Act Estate Duty Act 

The use of investments The use of in investments the estate according the estate to the according relevant to estate the relevant duty legislation estate duty legislation 

The use of timetabling The use of in timetabling line with accepted in line with estate accepted duty methods estate duty methods 

The use of precedents The use of as precedents described in as the described Estate Duty in the Act Estate Duty Act 



177

The law relating to Trusts 

Income Tax and Capital Gains Tax 

Financial Intelligence Centre Act (FICA) 

Prevention of Organised Crime Act 

Promotion of Access to Information Act 

Financial Advisory and Intermediary Services Bill(FAIS) 

Law of Persons and the Laws relating to marriage and divorce 

The laws relating to immovable property, in particular the sale and transfer thereof 

Stocks and shares and stock exchange procedures 

All classes of investment 

Stamp duty and taxes, duties and charges applicable to the transfer of all types and classes of asset 

The fees and any charges applicable and the method of recovery thereof 

The institution’s relevant policies and procedures 

The institution’s range of products 

Trusts(Inter vivos and testamentary) – Legal construction and effect, main principles, establishment and 

essentials 

Rights, duties and powers of the trustee and the administrator 

Insolvency 

Law of trusts, Case Law, The Income Tax Act and the Estate Duty Act 

Trusts include Inter Vivos, Will/s for Minor dependants and Employee Benefits Trusts 

Responsibilities of trustees include, but are not limited to, audit, placing and monitoring of investments, 

application of terms and conditions of the trust and ensuring fidelity cover 

Property includes, but is not limited to residential and other property, Royalties, Art Works, Patents, Assets of 

business Entities both Corporeal and Incorporeal 

Trust Officers refer to individuals who act on behalf of the Trustees of a Fund: They are not necessarily Trustees 

Module: Risk Management (APFP07Q) - 12 Credits 

Content: 

“The various steps in an exchange transaction” are: 

Access 




Execution 


Matching 

Confirmation 


Settlement 




Market risk 



Scrip risk 




“The different “The types different of risk” types include: of risk” include: 

Interest rate Interest rate 

Foreign exchange Foreign exchange 

Credit Credit 

Gap/mismatch Gap/mismatch 

Liquidity Liquidity 

Volatility Volatility 

Basis Basis 

Settlement 

Settlement 

Operational Operational 

Legal Legal 

Fraud Fraud 

Reputational Reputational 

“Risk management “Risk management mechanisms” mechanisms” include: include: 

Access control Access control 

Surveillance Surveillance 

Order management Order management 

Audit trail Audit trail 

Automated trading Automated systemtrading system 

Single-capacity Single-capacity trading trading 

Automated clearing Automated and settlement clearing and system settlement system 

“The concept “The of limits” concept includes: of limits” includes: 

Intra-day Intra-day 

Overnight 

Overnight 

Size Size 

Stop loss/take Stop profit loss/take profit 

Allocation 

Allocation 

“Common accounting “Common procedures accounting in procedures relation to in revaluation” relation to include: revaluation” include: 

Mark to market Mark to market 

Net present value Net present value 

Accruals Accruals 

Type of trading, Type e.g. of hedging trading, e.g. hedging 

“Other players “Other in players control in of the risk control in the of financial risk markets the financial sector” markets include: sector” include: 

The compliance The officer compliance officer 

Treasury Treasury 


179

Module: Introduction to Business Management (APFP03L) - 12 Credits 

Content: 

The different types of business entities are and the characteristics and advantages and disadvantages 

The properties of a partnership, close corporation, companies (public and private) and a trust 

The strengths and weaknesses and requirements of the various types 

The purpose and context of a business plan 

Areas of business affected by changes in the macro environment include, but are not limited to, products, 

marketing, systems administration and the management of client relationships 

The macro environment includes, but is not limited to economics on a global scale including World Trade 

Organisations, International Monetary Fund, Regional Trade Agreements and Equities Markets 

Objective setting 

Quantifiable objectives 

Mission statement 

The owner/manager’s personal objectives 

Action plans 

The factors affecting performance of the business 

Strengths, weaknesses, opportunities and threats of the business 

Social, technical, economic, environmental and political 

Trading status documents such as the profit and loss account, balance sheet, cash flow and profit and loss to 

determine how the business is performing 

Module: Legal Aspects of Financial Planning, Estates and Trusts (APFP08R) - 12 Credits 

Content: 

Financial Advisory and Intermediary Services Act (FAIS) with reference to the historical situation in South Africa 

and similar international legislation 

The concepts of financial services providers and financial products 

The protection of consumers afforded by FAIS 

Work roles affected by FAIS with reference to requirements for licensing by the Financial Services Board related 

to each work role 

The relationship between financial services providers and representatives with reference to accountability and 

responsibility 

The concept of a natural person as defined in the FAIS legislation 

The process to be followed for licensing and on-going compliance for a financial service provider 

Conditions under which suspensions, withdrawals and reinstatement of authorisation may be imposed 

The role and functions of the registrar with reference to the relationship to the Financial Services Board and 

the steps that the Registrar could take in cases of non-compliance 

The role and functions of the FAIS ombuds with reference to recent rulings and the implications for a subsector 

The role, duties and powers of the courts in terms of judgements against organisations and redress through 

the courts 

The rights of recourse available to aggrieved clients with examples 

The manner in which complaints are handled by the industry with reference to Financial Services Board 

directives 

The consequences arising from rulings from an approach to a regulatory body by a client for a specific 

organisation 

The impact as a result of rulings by the ombud for a selected sub-sector 

The role, duties and powers of the courts in terms of judgements against organisations and redress through 

the courts 



The rights of recourse The rights available of recourse to aggrieved available clients to aggrieved with examples clients with examples 

The manner in The which manner complaints which are complaints handled by are the handled industry by with the reference industry with to Financial reference Services to Financial Board Services Board 

directives directives 

The consequences The consequences arising from rulings arising from an rulings approach from to an a approach regulatory to body a regulatory by a client body for by a specific a client for a specific 

organisation organisation 

The impact as The a result impact of rulings as a result by the of rulings ombud by for the a selected ombud for sub-sector a selected sub-sector 

Issues relating Issues to anti-money relating to laundering anti-money and laundering terrorism and with terrorism reference with to the reference implications to the for implications international for international 

investments investments 

Regulations relating Regulations to anti-money relating to laundering anti-money procedures laundering in procedures terms of local in terms and international of local and requirements international requirements for for 

knowing your knowing client your client 

Legislation regulating Legislation personal regulating offshore personal investing offshore allocations investing with allocations reference with to exchange reference control, to exchange tax and control, the tax and the 

necessary documentation necessary documentation 

The mandate The of an mandate offshore of fund an offshore is analysed fund and is a analysed schedule and of differences a schedule of to differences comply with to Financial comply with Services Financial Services 

Board regulations Board for regulations the registration for the of registration offshore funds of offshore funds 

A standard 

 

advertisement 

A standard advertisement 

for an offshore 

for 

fund 

an offshore 

is analysed 

fund 

for 

is 

compliance 

analysed for 

with 

compliance 


with the 

of 

Association 

Collective 

of Collective 

Investments (ACI) 

Investments 

code and 

(ACI) 


code and recommendations 

to rectify irregularities 

to rectify irregularities 

Vehicles used 

Vehicles 

for offshore 

used 

investments 

for offshore 

in 

investments 

terms of the 

in 

basic 

terms 

legal 


structure 

basic legal 

of each 

structure of each 

The regulator 

The 

that 

regulator 

is the equivalent 

that is the 


equivalent 

South African 

of the South 

Financial 

African 

Services 

Financial 

Board 

Services 

(FSB) for 

Board 

key offshore 

(FSB) for key offshore 

territories 

territories 

An approved offshore life policy investment with reference to product structure, tax implications, approved 

An approved offshore life policy investment with reference to product structure, tax implications, approved 

investment vehicles and product term 

investment vehicles and product term 

The concept of an offshore tax haven with reference to a South African investor and client 

The concept of an offshore tax haven with reference to a South African investor and client 

The tax implications for citizens, residents and tax domiciled entities with reference to offshore investments 

The tax implications for citizens, residents and tax domiciled entities with reference to offshore investments 

The implications for South Africans who hold joint offshore investments with reference to implications of legal 

The implications for South Africans who hold joint offshore investments with reference to implications of legal 

ownership of the investment 

ownership of the investment 

The implications of double taxation agreements between countries with reference to tax havens and investor’s 

The implications of double taxation agreements between countries with reference to tax havens and investor’s 

residency 

residency 

The potential tax liability for a South African investor offshore for a tax haven with a roll up fund; a tax haven in 

a non roll up 

 

fund/distribution 

The potential tax 

fund; 

liability 

a non 

for a 

tax 

South 

haven 

African 

and a 

investor 

deemed 

offshore 

income 

for 

situation 

a tax haven with a roll up fund; a tax haven in 

The intentions 

a 

and 

non 

underlying 

roll up fund/distribution 

principles of the 

fund; 

legislation 

a non tax 

to 

haven 

clients 

and 

in a 

a 

meaningful 

deemed income 

manner 

situation 

The intentions and underlying principles of the legislation to clients in a meaningful manner 

The constitution of an estate in accordance with related legislation 

The constitution of an estate in accordance with related legislation 

Allowable deductions relating to estate planning for specific cases in line with legislation 

Allowable deductions relating to estate planning for specific cases in line with legislation 

Calculation and apportionment of estate duty payable in accordance with standard procedures 

Calculation and apportionment of estate duty payable in accordance with standard procedures 

Important decisions of the courts on an ongoing basis 

Important decisions of the courts on an ongoing basis 

National trends in estate duty and taxation in order to develop on a continuous basis 

National trends in estate duty and taxation in order to develop on a continuous basis 

Practice notes issued by the Commissioner and the SARS 

Practice notes issued by the Commissioner and the SARS 

Clients are kept informed of taxation developments that effect them, where necessary 

Clients are kept informed of taxation developments that effect them, where necessary 

Estate planning for clients 

Estate planning for clients 

All aspects of estate duty related legislation in the estate planning process 

All aspects of estate duty related legislation in the estate planning process 

Returns under the legislation during the estate planning process 

Returns under the legislation during the estate planning process 

Elements of transfer duty and trust incomes throughout the estate planning process 

Elements of transfer duty and trust incomes throughout the estate planning process 

The laws of trust accounts and applicable debtor accounts in the organisation 

The laws of trust accounts and applicable debtor accounts in the organisation 

The requirements of the Debt Collector’s Act with examples from accounts handled by the organisation 

The requirements of the Debt Collector’s Act with examples from accounts handled by the organisation 

The penalties for misconduct set out in the Debt Collector’s Act with examples 

The penalties for misconduct set out in the Debt Collector’s Act with examples 

All relevant provisions relating to the Debt Collector’s Act in the administration of trust accounts 

All relevant provisions relating to the Debt Collector’s Act in the administration of trust accounts 

The requirements of financial institutions for opening a trust account 

The requirements of financial institutions for opening a trust account 

Bank charges and debits for the trust bank account debited to the business’s general bank account 

Bank charges and debits for the trust bank account debited to the business’s general bank account 

Banking regulations pertaining to trust account 

Banking regulations pertaining to trust account 

Details of trust account to debtors for the purposes of payment of accounts 

Details of trust account to debtors for the purposes of payment of accounts 

All relevant books of accounts in order to maintain records 

All relevant books of accounts in order to maintain records 




181

A trust ledger is opened in order to control accounts of each credit grantor and the sub-accounts for each 

clients’ credit grantor 

All transactions pertaining to trust accounts according to legislative and organisational requirements 

All fees and charges levied against accounts according to legislative and organisational requirements 

A transfer journal utilised to keep track of the legitimate transfers from the trust ledger to the company’s fee 

account 

Procedures for properly accounting to each trust client on the current states of accounts and applied according 

to legislative and organisational requirements 

Reporting is done on a monthly basis to each client 

Bank reconciliations are performed at regular intervals on the trust account in order to reconcile the balance 

on the trust banking account with a list of trust credits extracted from the trust ledger 

Unallocated deposits according to company protocol, credit grantor requirements and Debt Collector’s Act, 

Debt Collecting Council 

Any audit requirements required by the Council for Debt Collectors as stipulated in the relevant legislation with 

and all reports compiled and submitted accordingly 

Module: Income Tax (APFP04M) - 12 Credits 

Content: 

The basis of taxation in South Africa 

The various types of taxation in South Africa 

The structure and determination of taxable income and taxation 

The gross income definition and its component parts 

The concept of Capital Gains Tax 

Specific inclusions which are included in a taxpayers’ gross income 

A taxpayers’ gross income where there are special inclusions 

Exempt income and how it fits into the determination of ‘taxable income’ 

A taxpayers’ taxable income where there is exemption 

The general deduction formula in terms of Section 11(a) and the Section 23(g) limitation 

Prohibited deductions in terms of Section 23 

Special deductions in terms of Section 11 

The following sections: 

o Section 12 (1) – Machinery initial allowance 

o Section 12 – Special depreciation allowance 

o Section 13 – Building allowance 

o Section 13 – Residential building allowance 

o Section 8 (4) – Recoupments 

o Section 17 – Appointing agents outside the Republic 

o Section 18 – Medical expenses 

o Section 18A – Donations 



Deductions in Deductions terms of the in following: terms of the following: 

o Section 12(1) o Section – Machinery 12(1) initial – Machinery allowance initial allowance 

o Section 12 o– Special Section depreciation 12 – Special allowance depreciation allowance 

o Section 13 o– Building Section allowance 13 – Building allowance 

o Section 13 o– Residential Section 13 building – Residential allowance building allowance 

o Section 8 (4) o – Section Recoupments 8 (4) – Recoupments 

o Section 17 o– Appointing Section 17 agents – Appointing outside agents the Republic outside the Republic 

o Section 18 o– Medical Section expenses 18 – Medical expenses 

o Section 18A o – Section Donations 18A – Donations 

The following The are understood, following are interpreted understood, and interpreted applied for and given/real applied for situations: given/real situations: 

Other deductions Other that deductions relate to dividends that relate (Section to dividends 19) (Section 19) 

Understand assessed Understand losses assessed (Section losses 20) (Section 20) 

Understand the Understand deductibility the of deductibility alimony payments of alimony (Section payments 21) (Section 21) 

Understand the Understand limitation the imposed limitation lessors imposed (Section lessors 23A) (Section 23A) 

Understand the Understand allowance the available allowance to credit available agreements to credit (Section agreements 24) (Section 24) 

Understand the Understand allowance the available allowance to future available expenditure to future agreements expenditure (Section agreements 24C) (Section 24C) 

Understand taxation Understand of partnerships taxation of (Section partnerships 24H) (Section 24H) 

Understand taxation Understand of foreign taxation exchange of foreign gains exchange and losses gains and losses 

(Section 24I) (Section 24I) 

o The taxation o of The businesses taxation which of businesses extend which beyond extend the Republic beyond the Republic 

o Various classifications o Various of classifications taxpayers and of taxpayers their relative and rebates their relative rebates 

o Fringe benefit o Fringe tax is explained benefit tax is explained 

o Various types o Various of fringe types benefit of fringe tax benefit tax 

o Taxation of ocompanies Taxation of and companies close corporations and close corporations 

o Tax payable o by Tax companies payable by and companies close corporations and close corporations 

o Taxation applicable o Taxation to non-residents applicable to non-residents and to farmers and to farmers 

o Donations otax, Donations when it is tax, levied when and it who is levied is liable and for who payment is liable for payment 

o Donations otax Donations is calculated tax for is calculated given/real for scenarios given/real scenarios 

o Employees otaxation Employees is understood taxation is in understood practice in practice 

o PAYE and SITE o PAYE for an and employee SITE for is an calculated employee with is calculated given data with given data 

o Who is liable o to Who render is liable tax assessments 

to render tax assessments 

o The procedure o The to follow procedure to lodge to follow an objection to lodge to an a objection tax assessment to a tax assessment 

o The concepts o The of tax concepts avoidance of tax and avoidance tax evasion and tax evasion 

o The provisions o The of Sections provisions 103 of (5) Sections and 105A 103 (5) and 105A 


183

Centre for Industrial and 

Organisational Psychology 


Industrial and Organisational Psychology should be directed to: 

Ms MJ Maphalla 

Discipline expertise: Centre for Industrial and Organisational Psychology 


Tel: 012 429 4730 Cell: 082 887 3667 Fax: 012 429 4383 

E-mail: hschenk@unisa.ac.za 

Ms Beulah Thomas 

Office Manager 


Office E-207 

Unisa Florida Campus 

c/o Christiaan de Wet & Pioneer Ave. Florida 1710 

Tel: 012 429 8548 / 8005 Fax: 012 429 8579 

E-mail: maphamj@unisa.ac.za 

Short Course in Business Psychology and Human Behaviour (70475) 

Duration: Six months NQF Level: 5 Credits: 12 

Purpose: 

To provide students with the basic knowledge, skills and competence to effectively understand and manage their 

own behaviour and their relationships at work with the aim of enhancing their teamship and people management. 

The purpose of the course is therefore to provide qualifiers with the basic knowledge, skills, applied competence 

and the necessary values and attitudes in the field of business psychology and human behaviour as a catalyst for 

continued personal growth, enhanced satisfying interpersonal work relationships, optimal career satisfaction and 

growth. A further purpose of the course is to provide the South African business world with employees competent 

in the application of psychological principles and behavioural dynamics to ensure optimal and effective team playing 

and people management in the pursuit of business objectives. 

Target group: 

Employees or people entering the labour market keen to know more about human interaction in the world of 

work. 




1st semester January and 2nd semester May 



Module: Business Module: Psychology Business and Psychology Human Behaviour and Human (BPHB02L) Behaviour - 12 (BPHB02L) Credits - 12 Credits 


Basics of business Basics psychology of business and psychology human behaviour and human behaviour 

Dealing with individuals Dealing with individuals 

Dealing with small Dealing groups with and small the groups organisation and the organisation 

Realising your Realising potentialyour potential 

Short Course Short in Course Compensation in Compensation for Occupational for Occupational Injuries and Injuries Diseases and Diseases (72036) (72036) 

Duration: Six Duration: months Six months NQF Level: 5NQF Level: 5 Credits: 12 Credits: 12 


To enhance knowledge To enhance and knowledge understanding understanding of the field of of compensation the field of compensation for occupational for injuries occupational and diseases. injuries and This diseases. This 

will include an will understanding include understanding of various acts of relating various occupational acts relating injuries occupational and diseases, injuries as and well diseases, the as calculation well as the of calculation of 

benefits for these benefits injuries for and these diseases. injuries and This diseases. field forms This the field core forms of a person’s the core working of a person’s career. working An understanding 

career. An understanding 

of social security of social and knowledge security and of knowledge relevant acts of will relevant influence acts the will way influence clients the are way serviced clients and are how serviced they and perceive how they perceive 

this service. this service. 


Employees who Employees are specifically who are working specifically with working occupational with injury occupational and disease injury compensation and disease compensation and also employees/ and also employees/ 

union shop stewards union shop working stewards for the working organisations. for the organisations. 




Compensation Compensation for Occupational for Injuries Occupational and Diseases Injuries in and the Diseases Workplace in the (COID01W) Workplace -(COID01W) 12 Credits. - 12 Credits. 

Module: Compensation Module: Compensation for Occupational for Occupational Injuries and Injuries Diseases and in the Diseases Workplace in the (COID01W) Workplace -(COID01W) 12 - 12 

Credits 

Content: 

Credits 

Content: 

Social security Social security 

Administration, Administration, financing, compensation financing, compensation and claims according and claims to COIDA according to COIDA 

Determination Determination and calculation and of compensation 

calculation of compensation 

Occupational diseases Occupational diseases 

Process recoveries, Process objections recoveries, to and objections appeals to against and appeals the RAF against the RAF 

Practical calculations Practical and calculations case studies and case studies 


185

Short Course in Employee Wellness (71579) 


Purpose: 

To enable students to develop the competencies to enhance their or other’s personal psychological wellness in 

the work context. They will understand the factors/influences that inhibit personal psychological wellness, as 

well as those theories and construct that can be utilised to enhance it. The gained knowledge will aid students 

in compiling a personal development plan to enhance their psychological wellness. By enhancing their own 

psychological wellness, students will add value in their work context as well as in society by being able to guide 

others in the understanding and application of personal psychological wellness. 

Target group: 

Industrial and Organisational Psychologists, Human Resource Managers and Practitioners, Employee Assistance 

Programme Practitioners and employees interested in personal psychological wellness in the work context 




1st semester: January and 2nd semester: June 

Module: Employee Wellness (CREW01U) - 12 Credits 

Content: 

 

 

 

 

 

 

Conceptualisation of personal psychological wellness in the work context 

The theory of partagogy applied to personal psychological wellness 

Factors or influences that inhibit personal psychological wellness 

Theory, models, constructs and application of salutogenesis 

Theory, models, constructs and application of positive psychology 

Using the above theoretical foundation to assess and improve employee wellness 

Course in Organisational Development: Appreciative Inquiry Approach 

(72362) 


Purpose: 

This course will be useful to students whom specifically work in the field of organisational development, as well 

as students in the field of human resource development and human resource management. Students credited 

with this course are able to competently apply the Appreciative Inquiry process as a constructive approach to 

organisational change and transformation efforts. 

Target group: 

Students who completed the Advanced Programme in Organisational Development, OD consultants and 

practitioners, SASOL HR managers and HR managers. 




January and July 



Module: Organisational Module: Organisational Development: Development: The Appreciative The Appreciative Enquiry Approach Enquiry (ODAI01W) Approach -(ODAI01W) 12 Credits - 12 Credits 


Differentiation Differentiation between a problem between solving a problem approach solving and approach an appreciative and an approach appreciative to OD approach to OD 

Theoretical underpinning Theoretical of underpinning AI of AI 

The emerging The paradigm emerging as context paradigm for as AIcontext for AI 

Different models Different of the models AI process of the AI process 

AI applications AI applications 

Affirmative 

 

topic 

Affirmative 

choice 

topic choice 

Crafting AI questions for a customised AI protocol 

Crafting AI questions for a customised AI protocol 

Conducting appreciative interviews 

Conducting appreciative interviews 

Identifying themes 

Identifying themes 

Developing provocative propositions 

Developing provocative propositions 

Consensual validation 

Consensual validation 

Designing socio-technical strategies 

Designing socio-technical strategies 

Determining change agendas 

Determining change agendas 

Coaching clients in how/where to get started 

Coaching clients in how/where to get started 

Training internal facilitators in conducting interviews appreciatively, topic selection, protocol development, 

consensual validation Training and internal the design facilitators of socio-technical in conducting strategies interviews appreciatively, topic selection, protocol development, 

consensual validation and the design of socio-technical strategies 

Activating designs 

Activating designs 

Course in Course Workforce in Workforce Diversity Diversity (70491) (70491) 



The primary purpose The primary of the purpose programme of the is programme to provide participants is to provide with participants knowledge, with skills, knowledge, applied competence 

skills, applied competence 

and the necessary and the values necessary and attitudes values in and the attitudes field of diversity in the field management. of diversity management. The programme The will programme be a catalyst will for be a catalyst for 

continued personal continued growth, personal enhanced growth, satisfying enhanced interpersonal satisfying work interpersonal relationships work and relationships organisational and organisational effectiveness. effectiveness. 

A second purpose A second of this purpose programme of this is programme to provide the is to participants provide the with participants skills to conduct with skills a diversity to conduct audit a diversity and audit and 

implementing implementing strategic diversity strategic management diversity management to ensure optimal to ensure and effective optimal people and effective management people management in the pursuit in the pursuit 

of business objectives. of business These objectives. skills and These knowledge skills and will knowledge enable them will to enable inspire them employees to inspire to employees embrace diversity to embrace and diversity and 

change. change. 


Employees should Employees be specifically should be practising specifically within practising fields relevant within fields to general relevant people to general management, people management, as well as diversity as well as diversity 

and change management and change management 




1st semester January 1st semester and 2nd January semester and 2nd Junesemester June 



187

Module: Workforce Diversity (WKDV01K) - 24 Credits 

Content: 

Demonstrate an understanding of assessment: 

 

 

 

Diversity dynamics 

Diversity audit 

Strategic diversity management 

Course in the Occupational Health and Safety Act, 1993 (01724) 


Purpose: 

The primary purpose of this qualification is to provide qualifiers with knowledge, specific skills, applied competence 

and the necessary attitudes in the field of occupational health and safety that prepare them to be lifelong students, 

employable, are self employed workers and contributors to society and the business community 

Target group: 

This course is intended for persons on all levels of management, health and safety practitioners, and engineers 

preparing for their Government Certificate of Competency, union members and employees who want to gain 

insight into the implementation of the Act as well as understand what their duties entail and what their rights are 

in terms of the Act 




1st semester: January and 2nd semester: June 

Module: The Occupational Health and Safety Act (OHSM01J or OHSM02K) - 12 Credits 

Content: 

 

 

 

 

 

 

 

 

 

 

 

 

A basic interpretation of Statute 

The Occupational Health and Safety Act, 1993 (excluding regulations) 

Health Related Regulations 

The Lead Regulations 

The Asbestos Regulations 

The Regulations for Hazardous Chemical Substances 

The Environmental Regulations for Workplaces 

The Major Hazard Installation Regulation 

The Regulations for Hazardous Biological Agents 

The General Administrative Regulations 

The General Safety Regulations 

The Diving Regulations 



The General Machinery The General Regulations Machinery Regulations 

The Electrical The Installation Electrical Regulations Installation Regulations 

The Regulations The Concerning Regulations the Concerning Certificate the of Competency 

Certificate of Competency 

Machinery Related Machinery Regulations Related Regulations 

The Driven Machinery The Driven Regulations Machinery Regulations 

The Electrical The Machinery Electrical Regulations Machinery Regulations 

The Vessel Under The Pressure Vessel Under Regulations Pressure Regulations 

Lift, Escalators Lift, and Escalators Passenger and Conveyor Passenger Regulations Conveyor Regulations 

Credits: 12 

Credits: 12 

Programme Programme in Client Service in Client Excellence Service Excellence (70009) (70009) 

Duration: One Duration: year One year NQF Level: 5NQF Level: 5 Credits: 96 Credits: 96 


To provide the To student provide with the the student knowledge, with the understanding knowledge, understanding skills to transform and skills the to transform organisation the into organisation one that into one that 

is responsive to is responsive the needs and to the demands needs and of the demands business of environment the business in environment developing in and developing maintaining and customer maintaining customer 

relationships. relationships. Focus is also placed Focus on is also the placed major trends on the which major are trends shaping which the are way shaping business the is way conducted business and is conducted the and the 

fact that if organisations fact that if organisations are to survive are and to prosper survive in and the prosper 21st century, in the major 21st century, culture major changes culture often changes need to often be need to be 

made. Organisations made. Organisations will be required will to be be required responsive to be to responsive the changing to needs the changing and demands needs and of the demands market of and the market and 

to anticipate changes to anticipate in the changes market in place. the market The programme place. The is programme practically orientated. is practically This orientated. qualification This may qualification create may create 

work opportunities work opportunities or add to the or competencies add to the competencies in existing positions. in existing Also, positions. the programme Also, the is programme aimed at providing is aimed at providing 

qualifiers with qualifiers the necessary with the knowledge, necessary skills, knowledge, competencies skills, competencies and attitudes to and become attitudes efficient to become customer efficient service customer service 

providers in the providers field of human in the field behaviour of human and behaviour related work and and related organisational work and organisational processes. processes. 


The programme The for programme customer service for customer managers, service business managers, development business practitioners, development human practitioners, resource human managers resource managers 

involved in organisational involved in organisational transformation transformation and organisational and organisational change specialists change specialists 


Senior Certificate Senior an Certificate equivalent or an NQF equivalent level 4 qualification NQF level 4 and/or qualification HR experience and/or HR experience 


December to January December to January 

Module: Client Module: Care and Client a Service Care and Philosophy a Service (PCSE013) Philosophy - 24 (PCSE013) Credits - 24 Credits 


What is client What care and is client service care and service 

Characteristics Characteristics of client service of client service 

Developing a customer Developing service a customer strategy service strategy 

Developing a code Developing of customer a code service of customer values/credo service values/credo 

The role of the The mission role of statement the mission and statement the vision and in client the vision services in client services 

Management's Management's role in customer role care in customer care 

Creating value-added 

Creating 

customer 

value-added 

service 

customer service 

Measuring 

 

customer 

Measuring 

service 

customer 

performance 

service performance 

Relationship-marketing: building relationships and customer retention 

Relationship-marketing: building relationships and customer retention 




189

Module: Quality in a Customer-Driven Culture (PCSE035) - 24 Credits 

Content: 

 

 

 

 

 

 

What is quality in the customer environment? 

A total quality management philosophy focusing on the customer 

Developing a customer quality policy 

Developing a customer quality action plan 

Monitoring customer quality performance 

Developing and monitoring a quality service culture 

Module: Responsiveness (PCSE024) - 24 Credits 

Content: 

 

 

 

 

 

Relating customer focus to the mission statement 

Overview of core concept as they relate to responsiveness 

Organisational and managerial responsiveness in customer care 

Managing change to be more responsive 

Organisations in the 21st Century - profiling the new generation organisation 

Module: Developing a Customer-Driven Culture (PCSE046) - 24 Credits 

Content: 

 

 

 

 

 

Developing a culture of excellence 

The learning organisation and customer responsiveness 

Client care success factors in top-performing organisations 

Managerial challenges in client care: Operating in the 21st Century 

Developing a customer-driven culture 

Programme in Industrial and Organisational Psychology (70750) 

Duration: One year NQF Level: 5 Credits: 48 

Purpose: 

The Programme in Industrial and Organisational Psychology has been designed to empower students with a 

foundational knowledge and skills base in the fields of Industrial and Organisational Psychology, psychology of 

personality, individual, group and organisational behaviour. 

Target group: 

Students interested in pursuing a career and further studies in Industrial and Organisational Psychology and/or 

human resource practitioners 


Senior Certificate or an equivalent NQF level qualification 


January 



Module: Introduction Module: Introduction to Industrial to and Industrial Organisational and Organisational Psychology (PIOP01N) Psychology - (PIOP01N) 12 Credits - 12 Credits 


The practice of The industrial practice and of industrial organisational and organisational psychology psychology 

Basic principles Basic of research principles methodology of research methodology 

Personnel psychology 

Personnel psychology 

Basic characteristics Basic characteristics of personnel practices of personnel practices 

Organisational Organisational psychology psychology 

Career psychology 

Career psychology 

Models of ergonomics 

Models of ergonomics 

Person-machine systems 

Person-machine systems 

Principles of workplace optimisation 

Principles of workplace optimisation 

Consumer psychology 

Consumer psychology 

Module: Psychology Module: in Psychology the Workplace in the (PIOP02P) Workplace - 12 (PIOP02P) Credits - 12 Credits 


Psychology as Psychology a field of study, as a field a science of study, and a profession science and profession 

The biological The basis biological of human basis behaviour of human behaviour 

Human development Human development 

Personality in Personality the work context in the work context 

Psychological Psychological wellness wellness 

Psychological 

Psychological 

assessment 

assessment 

Module: Group Module: Behaviour Group (PIOP03Q) Behaviour - (PIOP03Q) 12 Credits - 12 Credits 


Group dimensions Group dimensions 

Group dynamics Group dynamics 

Workforce diversity 

Workforce diversity 

Principles of team Principles management of team management 

Problem solving Problem teams; solving cross-functional teams; cross-functional teams; self-managed teams; self-managed teams teams 

Intra- and 

 

inter-group 

Intra- and 

behaviour 

inter-group behaviour 

Characteristics of group members 

Characteristics of group members 

Group decision-making and communication 

Group decision-making and communication 

Group development 

Group development 

Module: Organisational Module: Organisational Behaviour (PIOP04R) Behaviour - 12 (PIOP04R) Credits - 12 Credits 


Leadership theories 

Leadership theories 

Models of job Models and organisational of job and organisational design design 

Principles of communication Principles of communication and decision-making and decision-making in organisations in organisations 

Theories and Theories models of and organisational models of organisational climate and culture climate and culture 

Models of organisational Models of organisational change and development 

change and development 

Organisational 

Organisational 

behavioural and 

behavioural 

systems theory 

and systems theory 


191

Programme in Skills Development Facilitation (72206) 


Purpose: 

To empower skills development facilitators, human resource practitioners and ETD practitioners with in-depth 

knowledge and skills in the theory and practice of skills development facilitation. The programme addresses the 

national unit standards for skills development facilitators and provides an outcomes-based practical and theoretical 

learning experience. 

Target group: 

Skills development facilitators/human resource practitioners, ETD practitioners, managers, supervisors. 




January 

Module: The Skills Development Legislation (SDEF01Y) - 12 Credits 

Content: 

 

 

 

 

 

 

 

 

 

 

 

 

 

SAQA Act 

Skills Development Act 

Skills Development Levies Act 

Employment Equity Act 

National Skills Development Strategy 

Human Resource Development Strategy for the Public Service 

White Paper on Education and Training in the Public Service 

Batho Pele principles 

Principles of Quality Assurance in skills development 

Features of a quality management system for skills development practices 

Role-players in the public service 

Quality assurance audit 

Improvement planning 

Module: The Workplace Skills Plan (SDEF023) - 12 Credits 

Content: 

 

 

 

 

 

 

National and sectoral skills development trends 

Public service skills development trends 

Stakeholders and role players in skills development in public service context 

Conducting a skills audit 

Drafting the workplace skills plan 

SETA requirements for workplace skills plan 



Module: Implement Module: the Implement Workplace the Skills Workplace Plan (SDEF034) Skills Plan - 12 (SDEF034) Credits - 12 Credits 


Implementation Implementation and management and management process process 

Role-players in Role-players the public service in the public service 

Principles of human Principles resource of human development resource development 

Human Resource Human Information Resource System Information System 

Communication Communication system system 

Intervention 

 

strategies 

Intervention strategies 

Evaluation of implementation effectiveness 

Evaluation of implementation effectiveness 

Module: Reporting Module: on Reporting the Workplace on the Skills Workplace Plan (SDEF045) Skills Plan - 12 (SDEF045) Credits - 12 Credits 


SWOT analysis SWOT analysis 

Assessment of Assessment budget effects of budget effects 

Assessment of Assessment outcomes of outcomes 

Improvement Improvement plan plan 

Workplace skills Workplace plan report skills plan report 

Programme Programme in Applied in Organisational Applied Organisational Development Development (01783) (01783) 



To train organisational To train organisational development development (OD) consultants, (OD) human consultants, resources human managers, resources training managers, managers, training change managers, change 

agents, personnel agents, consultants personnel and consultants other practitioners and other who practitioners are involved who in are organisational involved in organisational change are change required or to are required to 

facilitate organisational facilitate organisational change change 


Organisational Organisational development development (OD) consultants, (OD) human consultants, resources human managers, resources training managers, managers, training change managers, agents, change agents, 

personnel consultants personnel consultants 


Senior Certificate Senior Certificate an equivalent or an NQF equivalent level 4 qualification NQF level 4 and qualification the student and must the student have successfully must have passed successfully passed 

Industrial and Industrial Organisational and Organisational Psychology (second-year Psychology level) (second-year successfully level) or successfully completed or the completed bridging course the bridging in course in 

Business Psychology Business and Psychology Human Behaviour. and Human Behaviour. 


January January 

Module: Interpersonal Module: Interpersonal and Facilitation and Skills Facilitation (APOD01J) Skills - (APOD01J) 12 Credits - 12 Credits 


 

 

 

Feedback facilitation Feedback skills facilitation skills 

Micro–skills Micro–skills 

Problem solving Problem and decision solving making and decision making 



193


Module: Dynamics of Behaviour (APOD02K) - 12 Credits 

Content: 

 

 

 

 

 

Define organisational development 

Explain the values, assumptions and beliefs on which organisational development is based 

Explain the phases of organisational development 

Describe what organisational practitioners do 

Understand the skills needed by organisational practitioners 

Module: The Link Between Organisational Development, Interventions and Strategic Planning 

(APOD03L) - 12 Credits 

Content: 

 

 

 

 

 

 

Organisational development 

Strategic planning 

Organisational culture 

Stakeholder analysis 

SWOT analysis 

Implementation of plans 


Centre for Public Administration 

and Management 

Enquiries Enquiries for the Short for the Learning Short Learning Programmes Programmes offered through offered the through Centre the for Centre for 

Public Administration Public Administration and Management and Management should be should directed be to: directed to: 

Mr LAA Matthews Mr LAA Matthews 

Centre for Public Centre Administration for Public Administration and Management and Management 

Office 402, Block Office C, 402, Unisa Block Florida C, Unisa Campus Florida Campus 

Tel: 011 471 Tel: 2357 011 471 Fax: 2357011 471 Fax: 3568 011 471 3568 

E-mail: amatthew@unisa.ac.za 

E-mail: amatthew@unisa.ac.za 

Ms JJ Rossouw Ms JJ Rossouw 

Centre for Public Centre Administration for Public Administration and Management and Management 

Office 402, Block Office C, 402, Unisa Block Florida C, Unisa Campus Florida Campus 

Tel: 011 471 Tel: 3044 011 471 Fax: 3044011 471 Fax: 3568 011 471 3568 

E-mail: krossouw@unisa.ac.za 

E-mail: krossouw@unisa.ac.za 

Short Course Short in Course Coaching Coaching and Mentoring and Mentoring Skills (Contact) Skills (Contact) (76112) (76112) 

Duration: Three Duration: months Three months NQF Level: 5NQF Level: 5 Credits: 12 Credits: 12 


To train delegates To train aspects delegates of mentoring aspects of and mentoring coaching and coaching 


All supervisors All and supervisors managers, and potential managers, supervisors potential and supervisors managers and/or managers individuals and/or in the individuals public sector in the who public have sector who have 

not yet been introduced not yet been to introduced the fundamental to the principles fundamental of mentoring principles of and mentoring coaching. and coaching. 


Senior Certificate Senior Certificate an equivalent or an NQF equivalent level 4 qualification NQF level 4 qualification 


Registration dates Registration will be dependent dates will be on dependent receipt of a on formal receipt written of a formal acceptance written of acceptance Unisa’s quotation of Unisa’s for quotation a minimum for a minimum 

of 15 students of – 15 this students course is – not this for course individuals is not for – registration individuals – only registration in December only to in December January and to June January to July and June to July 



195

Module: Introduction to Coaching in Mentoring (SCMC01M) - 12 Credits 

Content: 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Introduction to mentoring and coaching 

The mentor/coach 

The mentee/coachee 

The benefits of coaching and mentoring 

Matching expectations 

Effective communications and barriers to it 

Effective listening 

Providing constructive feedback 

Verbal and non-verbal behaviour 

Goal setting 

Getting started: a guide for mentors and coaches 

Coaching and mentoring in six steps 

The mentoring/coaching contract and code of ethics 

Two mentoring/coaching models 

Mentoring and coaching role plays 

Post learning lest 

Short Course in Disaster Management (Contact) (76171) 

Duration: Three months NQF Level: 5 Credits: 12 

Purpose: 

The principal aim of this short course is to train individuals in public and private institutions in various issues relating 

to disaster management. Special emphasis is placed on interaction between disasters and development and relevant 

disaster management legislation. 

Target group: 

The Short Course in Disaster Management is tailor-made for people working in the field of disaster, risk and 

emergency management in either the public (all spheres of government) or private sector such as: disaster and risk 

managers; development officials; departmental line-functions; paramedics; 107 centre personnel; fire department 

personnel; police officers; health officials; traffic and municipal security personnel; town planners; NGOs; CBOs; 

private security and rescue companies; councillors 


Registration dates will be dependent on receipt of a formal written acceptance of Unisa’s quotation for a minimum 

of 15 students – this course is not for individuals – registration only in December to January and June to July 



Module: Introduction Module: Introduction to Disasters, to Disasters, Management Disaster Management and Business and Continuity Business (SCDM01F) Continuity -(SCDM01F) 12 - 12 



Part 1 Part 1 

Disasters: types Disasters: of disasters, types the of disasters, factors causing the factors disasters causing and disasters terminology and terminology 

Part 2 Part 2 

Causes and characteristics Causes and characteristics of certain disasters of certain disasters 

Identification Identification and characteristics and characteristics of certain hazards of certain hazards 

UN response UN to disasters response to disasters 

Part 3 Part 3 

Interaction between Interaction disasters between and disasters development and development 

Linking disasters Linking and disasters development and development 

Part 4 Part 4 

Disaster and Business Disaster and Continuity Business Management Continuity Management in South Africa in South Africa 

Green Paper Green on Disaster Paper Management 

on Disaster Management 

White Paper on White Disaster Paper Management 


Disaster Management Disaster Management Bill Bill 

Disaster Management Disaster Management Act, Act 57 of Act, 2002 Act 57 of 2002 

Disaster Management Disaster Management Framework Framework 

Short Course Short in Course Project in Management Project Management for Strategic for Strategic Change and Change Upliftment and Upliftment 

(Contact) (Contact) (76120) (76120) 



Training of delegates Training in of principles delegates of in project principles management of project management for strategic change for strategic and upliftment change and upliftment 


Individuals and Individuals employees and employed employees by the employed public sector by the who public have sector not who yet been have exposed not yet been to project exposed management to project management 

for strategic change for strategic and upliftment change and upliftment 


Senior Certificate Senior an Certificate equivalent an NQF equivalent level 4 qualification NQF level 4 qualification 






197

Module: Project Management for Institutional Change and Community Development (SCPM014) - 12 

Credits 

Content: 

 

 

 

 

 

 

 

 

 

 

 

Application of strategic management in public sector 

Management of change 

Project management: the process 

Application of project management for strategic Change 

Role and functions of project Managers 

Development environment of communities 

Poverty 

Public participation and involvement 

Documentation for community projects 

Role-players in community development 

Application of project management by means of computer software 

Course for Ward Clerks (Contact) (76031) 

Duration: Three months NQF Level: 5 Credits: 36 

Purpose: 

Training of delegates in principles of basic management principles, applied communication skills and workplace 

management 

Target group: 

Ward clerks of the Department of Health 






Module: Basic Management Principles (CFCW019) - 12 Credits 

Content: 

 

 

 

 

 

 

 

 

Introduction to health service management 

The focus and principles of health service management 

Environmental factors that influence health service management 

Models of management 

Characteristics of management 

Goal setting 

Using objectives as a management tool 

Delegation 



Module: Applied Module: Communication Applied Communication Skills (CFWC02A) Skills (CFWC02A) - 12 Credits- 12 Credits 


Attitude Attitude 

Role clarification Role clarification 

Role perceptions Role questionnaire 

perceptions questionnaire 

Listening skills Listening survey skills survey 

Methods of communication 


Interpersonal 

Interpersonal 

relations in the 

relations 

public sector 

in the public sector 

Public managers reaction to unacceptable conduct 

Public managers reaction to unacceptable conduct 

How to influence behaviour 

How to influence behaviour 

Module: Workplace Module: Management Workplace Management (CFWC03B) -(CFWC03B) 12 Credits - 12 Credits 


Preamble and Preamble purpose of and the purpose draft national of the draft health national bill health bill 

National health National bill health bill 

Public service Public regulations service and regulations code of conduct and code of conduct 

Ethics and patients Ethics rights and patients charter rights charter 

An Introduction An to Introduction industrial relations to industrial relations 

An overview 

 

of 

An 

current 

overview 

labour 

of current 

legislation 

labour legislation 

The Basic Conditions 

The Basic 

of 

Conditions 

Employment 

of 

Act 

Employment 

75 of 1997 

Act 75 of 1997 

The Occupational Health and Safety Act 85 of 1993 

The Occupational Health and Safety Act 85 of 1993 

The Employment Equity Act 55 of 1998 


The disciplinary and grievance procedure 

The disciplinary and grievance procedure 

Dismissals and dispute resolution 

Dismissals and dispute resolution 

Course in Course Local Government in Local Government Councillor Councillor Orientation Orientation (Contact) (Contact) (76023) (76023) 



Training of delegates Training in of principles delegates of in councillor principles orientation of councillor orientation 


Local government Local councillors government councillors 








199

Module: Local Government Management (CLGC013) - 12 Credits 

Content: 

Local government in South Africa 

The international structure of local government 

Local government structure in South Africa 

Functions, powers, duties of local government 

Intergovernmental relations 

Local government and development management 

Urbanisation and regionalisation 

Module: Ethics and Professionalism (CLGC024) - 12 Credits 

Content: 

Ethics and professionalism 

Ethics in public sector affairs 

Accountability and transparency 

Organs of civil society 

Meeting procedures 

Module: Local Government Finance and Budgeting (CLGC035) - 12 Credits 

Content: 

Introduction to local government finance 

Local government expenditure and sources of finance 

The local government budget 

Planning 

Budget process 

Business plans 


Programme in Accelerated Supervisory Development (ODL) (76643) 


Purpose: 

To train students in all aspects of supervisory development management 

Target group: 

All levels of supervisors and middle managers, potential supervisors and managers and/or individuals in the public 

sector who have not yet been introduced to the fundamental principles of management 






December to December January and/or to January June to and/or July June to July 

Module: Basic Module: Management Basic Management Principles (DASD015) Principles -(DASD015) 12 Credits - 12 Credits 


Introduction to Introduction management to management 

Self management Self management 

Time management Time management 


Organising 

Organising 

Leadership 

Leadership 

Control 

Control 

Decision-making 


Communication 

Communication 



Role interpreters during a meeting 

Role interpreters during a meeting 

Report writing 


Project management 


Module: Personnel Module: Development Personnel Development and Communication and Communication (DASD026) -(DASD026) 12 Credits - 12 Credits 


Communication Communication Skills Skills 

Effective Communication 

Effective Communication 

Active Listening Active SkillsListening Skills 

Types of Questioning Types of Questioning 

Feedback Feedback 

Methods of 

 

Communication 

Methods of Communication 

Types of Communication 

Types of Communication 

Assessing your Communication Skills 

Assessing your Communication Skills 

Module: Human Module: Resource Human Management Resource Management (DASD038) -(DASD038) 12 Credits - 12 Credits 




Introduction to Introduction Performance to Management 


Setting the stage Setting for Appraisal the stage for Appraisal 

Performance Appraisal Performance Appraisal 

Performance Feedback Performance Feedback 

Performance 

 

Development 

Performance Development 

Financial Management 

Financial Management 




201

Module: Workplace Management (DASD049) - 12 Credits 

Content: 

Code of conduct 

How to conduct a procedural and substantively fair disciplinary hearing 

Disciplinary guideline 

Case studies and role plays 


Module: Public Financial Management for Non-Financial Managers (DASD05A) - 12 Credits 

Content: 

 

 

 

 

 

 

 

 

Principles of sound public sector financial management 

Understanding the core components of the PFMA and treasury regulations 

Strategic and operational planning 

Successfully linking the budget to the strategic and operational Planning within the MTEF 

Performance measures 

Preventing unauthorised, irregular and wasteful expenditure through sound expenditure management and 

financial management 

Identifying actions required for successful integration of the Supply Chain Management Model into the 

Department’s Management process 

Applying risk management principles and internal control systems effectively 

Programme in Integrated Community Building (Contact) (76058) 


Purpose: 

To train delegates in all principles of integrated community building 

Target group: 

Community leaders, local government councilors, interest groups, CBO’s and individuals who have a passion for 

and are willing to assist communities to empower themselves in order to achieve integrated development in a 

sustainable manner 








Module: Community Module: Community Awareness and Awareness Identity and (PICB01K) Identity - 12 (PICB01K) Credits - 12 Credits 


What is community? What is community? 

The use and abuse The use of power and abuse of power 

Community leadership Community leadership 

Development Development and ethics and ethics 

Module: Community Module: Community Information Information (PICB02L) - 12 (PICB02L) Credits - 12 Credits 


Community resource Community information resource centres information centres 

Benefits of a community Benefits of a information community system information system 

Additional information Additional services information services 

Annexure A: Promotion Annexure A: of Promotion access to the of Information access to the Act Information Act 

Module: Community Module: Community Governance Governance (PICB03M) - (PICB03M) 12 Credits - 12 Credits 


Crisis in local government 

Crisis in local government 

Democracy revisited Democracy revisited 

Paradigms of Paradigms change of change 

The new Ubuntu-symbiotic The new Ubuntu-symbiotic society society 

Module: Community Module: Community Economics (PICB04N) Economics - 12 (PICB04N) Credits - 12 Credits 


Introduction to Introduction community to economics community economics 

The renewal of The community renewal of community 

Understanding Understanding money money 

Community banking Community and investment banking and investment 

Commercial outsourcing Commercial of outsourcing municipal services of municipal services 

Module: Symbiotic Module: Management Symbiotic Management Systems (PICB05P) Systems - 12 (PICB05P) Credits - 12 Credits 


Introduction and Introduction Ubuntu-symbiotic and Ubuntu-symbiotic management management 

Making the most Making of committee the most of meetings committee meetings 

Public participation Public participation 

Participative development Participative development planning: the strategic planning: planning the strategic process planning process 


203

Middle Management Development Programme for Local Government 

(Contact) (76074) 


Purpose: 

To train delegates in all aspects of middle management and development 

Target Group: 

Supervisory and/or middle management, potential supervisory and/or middle management in local government 

who has not yet been introduced to the principles of middle management and development 

Admission Requirements: 


Registration Periods: 



Module: Management Orientation (PMMD01T) - 12 Credits 

Content: 

 

 

 

 

 

 

 

 

 

 

 

 

 

The local management environment 

Changing nature of local government environment 

Public vs private management 

Public management ethics: a local government perspective 

Management theories 

Management functions 

Selected management skills 

Selected management applications 

The role and functions in local government 

Local government and its internal role-players 

Policy making 

Hierarchy of policy making 

Control over local government by the central government 

Module: Strategic Management in Local Government (PMMD02U) - 12 Credits 

Content: 

 

 

 

A local government perspective of strategic management 

Integrating theory and practice 

Strategy implementation and the management of change 



Module: Local Module: Government Local Government Finance and Finance Budgeting and (PMMD03V) Budgeting (PMMD03V) - 12 Credits - 12 Credits 


Introduction to Introduction local government to local finance government finance 

Local government Local expenditure government and expenditure sources of and finance sources of finance 

The local government The local budget government budget 


Budget process Budget process 





Module: Performance Module: Performance Management Management (PMMD04W) (PMMD04W) - 12 Credits - 12 Credits 


Introduction to Introduction performance to management 


Setting the stage Setting for appraisal the stage for appraisal 

Performance appraisal Performance appraisal 

Performance feedback Performance feedback 

Performance 

 

development 

Performance development 

Understand 

 


Understand 

performance 


management 


process and model 

process 

and 

and 

its 

model 

applications 

and its applications 

Apply the correct principles to ensure an effective performance management system 

Apply the correct principles to ensure an effective performance management system 

Define and manage training and development successfully 

Define and manage training and development successfully 

Follow procedures for performance appraisal thoroughly 

Follow procedures for performance appraisal thoroughly 

Utilise appraisal methods and instruments effectively 

Utilise appraisal methods and instruments effectively 

Module: Project Module: Management Project Management for Sustainable for Development Sustainable Development (PMMD05X) (PMMD05X) - 12 Credits - 12 Credits 


Development Development management management and the reconstruction and the reconstruction and development and development programme programme 

Principles of project Principles management of project management 

Project management Project management functions functions 

Role-players in Role-players development in development 

Module: Leadership Module: (PMMD06Y) Leadership (PMMD06Y) - 12 Credits - 12 Credits 


Leadership and Leadership the perceptions and the of perceptions others of others 

Leadership behaviour Leadership and behaviour styles and styles 

Interventions Interventions 

Developing leadership Developing leadership 


205

Programme in Basic, Intermediate and Advanced Project Management 

(Contact) (76279) 

Duration: Eight months NQF Level: 5 Credits: 96 

Purpose: 

Training of delegates in all aspects of project management 

Target group: 

Any individual wishing to study project management 






Module: The Project Management Framework (PGPM016) - 8 Credits 

Content: 

The Context Project Management 

 

 

 

 

 

 

 

 

The necessity for project management 

The project management context 

What is a project? 

What is a programme? 

What is project management? 

Relationship with other management disciplines 

Organisational structuring for project management 

Combination on line and project management structure 

Module: Strategic Project Management (PGPM028) - 8 Credits 

Content: 

Managing by Projects: Strategic Perspective 

A Changing Public Sector environment: The Importance of a Strategic Response 

The changing nature of public sector management 

Analysing the environment: the systems approach 

Characteristics of the management environment 

Implications of the environment on public management 

Ways in which management reacts towards the environment 

Strategic Management: The Process 

Strategic management defined 

Strategic planning: envisioning an institution’s future 

Strategic management: the process 



From Strategy From to Implementation: Strategy to Implementation: The Use of Projects The Use of Projects 

Managing by projects Managing by projects 

Setting up project Setting support project officesupport offices 

Strategy implementation/project Strategy implementation/project management management interface interface 

Establishing a Establishing project-based a project-based management management structure structure 

Project implementation 


Managing Change Managing through Change Projects through Projects 

Change Management: Change Management: Transforming Transforming Institutional Service Institutional Delivery Service through Delivery Projects through Projects 

Conceptualisation: Conceptualisation: change management change management 

The scale of change The scale on of public change institutions 

public institutions 

The principles The of change principles of change 

Types of change Types of change 

Stability and chance Stability and chance 

The context 

 

of 

The 

change 

context 


of change 

South African 

in the South 

public 

African 

service 

public service 

Change in 

 

a strategic 

Change 

project 

in a strategic 

management 

project management 

environment 

environment 

From change to projects 


Change Management: The Process 


Three phases of transition 


The change management process 


Elements that often derail change initiatives 


Managing the Human aspects of Change 

Managing the Human aspects of Change 

Resistance to change 

Resistance to change 

Reactions to change 

Reactions to change 

Managing resistance to change 

Managing resistance to change 

Role of transitional communication 

Role of transitional communication 

Cultural aspects of change management 

Cultural aspects of change management 

Role of project managers as change agents 

Role of project managers as change agents 

Managing change: skills requirements 

Managing change: skills requirements 

Module: Project Module: Management Project Management for Development for Development and Upliftment and (PGPM039) Upliftment -(PGPM039) 8 Credits - 8 Credits 


Project Management Project Management and Development and Development 

Local government Local in government South Africain South Africa 

The role of government The role of in government managing development in managing development projects and programmes 

projects and programmes 

Functions of the Functions public manager of the public as a manager project manager as a project in development manager in development 



207

Project Management for Upliftment 

Policies, programmes and strategies 

Project management and upliftment 

Project Management for Upliftment 

Policies, programmes and strategies 

Project management and upliftment 

Community Participation in Development Projects 

Defining participation 

Empowering communities 

Enabling structures for community participation 

Community involvement in the project cycle 

Module: Project Management Processes (PGPM04A) - 8 Credits 

Content: 

Project Phases 

The project life cycle 

Project stakeholders 

Project Initiation 

Project identification 

Project team set-up 

Project definition 

Project Planning 

Planning issues 

Planning and projects 

Planning processes 

Work breakdown structure (WBS) 

Network diagrams 

Bar charts 

Milestones 

Project Execution and Control 

Implementing the project 

Controlling the project 

Project Closing 

Avoiding drift 

Having a closing event 

Influences on Projects 

Project review 



Module: Project Module: Time Project Management Time Management (PGPM05B) (PGPM05B) - 8 Credits - 8 Credits 


Project Time Project Management Time Management 

Optimising time 


Time management: Time management: the process the process 

Time Management Time Management Techniques and Techniques Tools and Tools 

Project management Project management techniques techniques 

Project time management Project time management tools tools 

Personal Time Personal Management Time Management for Project Managers for Project Managers 

The importance The of importance personal time of personal management time management 

Eliminate time Eliminate wasters time wasters 

Eliminating inappropriate Eliminating inappropriate work work 

Delegate and Delegate monitoring and tasks monitoring of team tasks members of team members 

Setting personal Setting goals personal and objectives goals and objectives 

Opitimise waiting Opitimise and traveling waiting time and traveling time 

Common challenges Common in time challenges management in time management 

Module: Project Module: Cost Project Management Cost Management (PGPM08E) -(PGPM08E) 8 Credits - 8 Credits 


Resource Management Resource Management 

Resource management 


Conclusion 

Conclusion 

Cost Estimating Cost Estimating 

Developing estimates Developing estimates 

Methods of cost Methods estimating of cost estimating 

Cost estimating Cost outcomes estimating outcomes 

Cost estimate Cost considerations estimate considerations 

Cost Budgeting Cost Budgeting 

Functions of a Functions budget of a budget 

Public sector budgets Public sector budgets 

Project budgets Project budgets 

Preparing the Preparing budget the budget 

Cost baseline Cost baseline 

Cost Control Cost Control 

Earned value analysis Earned value analysis 

Outputs from Outputs cost control from cost control 



209

Module: Project Quality Management (PGPM119) - 8 Credits 

Content: 

Quality Planning 

Project planning management 

Quality planning 

Quality Assurance 

Quality assurance 

Quality improvement 

Quality Control 

Quality control system 

Tools and techniques for quality control 

Outputs from quality control 

Module: Project Human Resource Management (PGPM07D) - 8 Credits 

Content: 

Organisational Planning 

Nature of planning 

Organisational planning 

Tools and techniques for organisational planning 

Staff Acquisition 

Project post analysis 

Staff acquisition 

Inputs to staff acquisition 

Team Development 

Distinguishing team building from team development 

Theoretical stages of team development 

Team development 

Barriers to project team development 

Team effectiveness 

Team effectiveness review (TER) 

People Dynamics in Project Management 

Role of the project manager 

Role of the project team members 

Important people dynamics in project management 

Politics and project management 

Ethics and professionalism in project management 



Module: Project Module: Communications Project Communications Management Management (PGPM12A) -(PGPM12A) 8 Credits - 8 Credits 


Project Communication Project Communication Management: Management: A Macro perspective A Macro perspective 

Understanding Understanding government communication 

government communication 

The context of The government context of communications: government communications: framework and framework constraints and constraints 

Task group government Task group communication: government communication: key findings key findings 

Project Communication Project Communication Management: Management: Key Focus Areas Key Focus Areas 

The importance The of importance project communication of project communication management management 

Communication Communication management management planning planning 

Communication Communication roles and responsibilities roles and responsibilities of the project of manager the project manager 

Communication Communication for effective conflict for effective resolution conflict resolution 

Communication Communication for project team for building project team building 

Communication Communication with a diverse with teama diverse team 

Communication Communication for results for results 

Communication Communication for effective task for effective delegation task delegation 

Presentation: Presentation: The Art of “Selling” The Art the of Project “Selling” the Project 

Benefits of project Benefits presentation of project presentation 

Selling the project 


Preparing for Preparing an effective for presentation an effective presentation 

Starting the presentation Starting the presentation 

Delivering the Delivering presentation the presentation 

Completion Completion 

Project Meeting Project Management Meeting Management 

Setting the agenda 


Conducting the Conducting meeting the meeting 

Dealing with specific Dealing meeting with specific issues meeting issues 

Project Documentation Project Documentation and Reportingand Reporting 

Project management Project management documentation documentation 

Documentation 

Documentation 

types 

types 

Project reporting 

Project reporting 


Report 

skills 

writing skills 

Reporting 

Reporting 

Notices and 

 

project-related 

Notices and project-related 

memoranda 

memoranda 

Feasibility 

 

studies 

Feasibility studies 

Business plan 

Business plan 



211

Module: Project Risk Management (PGPM108) - 8 Credits 

Content: 

Introduction to Risk Management and the Risk Management Cycle 

The role of risk management project management 

The scope of risk management 

Risk Identification 

What to use in risk management 

What to do in risk management 

Risk Assessment 

What to use in risk assessment 

What to do with risk assessment 

Risk Response Development and Control 

What to use in risk response development 

What to do with risk response development 

What to use in risk response control 

What to do with risk response control 

Module: Project Procurement Management (PGPM09F) - 8 Credits 

Content: 

Project Procurement Management and Planning 

Procurement management 

Project procurement planning 

Statements of work (SOW 

Solicitation Planning, Solicitation and Source Selection 

Solicitation planning 

Source selection 

Contract Administration and Close-out 

Contract administration 

Contract close-out 

Quality, Ethics and Procurement 

Quality and procurement 

Total quality management (TQM) 

Planning quality 

Ethical considerations in project procurement 

Overview of the framework for public tenders in South Africa 



Module: Information Module: Information Technology Technology for Project Management for Project Management (PGPM06C) -(PGPM06C) 8 Credits - 8 Credits 


Introduction to Introduction MS Project to 2007 MS Project 2007 

Choosing project Choosing management project management software software 

Overview of MS Overview Project of 2007 MS Project 2007 

The do’s and don’ts The do’s of and MS Project don’ts of 2007 MS Project 2007 

Building Your Building Plan, Track Your and Plan, Manage Track Your and Manage Project Your Project 

Programme Programme in Basic, Intermediate in Basic, Intermediate and Advanced and Advanced Project Management 

Project Management 

(ODL) (72524) (ODL) (72524) 



Training of delegates Training in of all delegates aspects of in project all aspects management of project management 


Any individual Any wishing individual to study wishing project to study management project management 




December to December January and/or to January June to and/or July June to July 

Module: The Module: Project The Management Project Management Framework (DAPM01M) Framework (DAPM01M) - 8 Credits - 8 Credits 


Project Communication Project Communication Management: Management: A Macro perspective A Macro perspective 

 

 

 

 

 

 

 

 

The necessity The for project necessity management for project management 

The project management The project management context context 

What is a project? What is a project? 



What is project What management? is project management? 

Relationship with Relationship other management with other management disciplines disciplines 

Organisational Organisational structuring for structuring project management for project management 

Combination on Combination line and project on line management and project management structure structure 



213

Module: Strategic Project Management (DAPM02N) - 8 Credits 

Content: 

Managing by Projects: Strategic Perspective 

A Changing Public Sector environment: The Importance of a Strategic Response 

The changing nature of public sector management 

Analysing the environment: the systems approach 

Characteristics of the management environment 



Strategic Management: The Process 

Strategic management defined 

Strategic planning: envisioning an institution’s future 

Strategic management: the process 



From Strategy to Implementation: The Use of Projects 

Managing by projects 

Setting up project support offices 

Strategy implementation/project management interface 

Establishing a project-based management structure 


Managing Change through Projects 

Change Management: Transforming Institutional Service Delivery through Projects 

Conceptualisation: change management 

The scale of change on public institutions 

The principles of change 

Types of change 

Stability and chance 

The context of change in the South African public service 

Change in a strategic project management environment 








Managing the Managing Human aspects the Human of Change aspects of Change 

 

 

 

 

 

 

 

Resistance to Resistance change to change 

Reactions to change Reactions to change 

Managing resistance Managing to change resistance to change 

Role of transitional Role of communication 

transitional communication 

Cultural aspects Cultural of change aspects management of change management 

Role of project Role managers of project as change managers agents as change agents 

Managing change: Managing skills requirements 

change: skills requirements 

Module: Project Module: Management Project Management for Development for Development and Upliftment and (DAPM03P) Upliftment (DAPM03P) - 8 Credits - 8 Credits 


Project Management Project Management and Development and Development 

Local government Local in government South Africain South Africa 

The role of government The role of in government managing development in managing development projects and programmes 

projects and programmes 

Functions of the Functions public manager of the public as a manager project manager as a project in development manager in development 

Project Management Project Management for Upliftment for Upliftment 

Policies, programmes Policies, and programmes strategiesand strategies 

Project management Project management and upliftment and upliftment 

Community Participation Community in Participation Development in Development Projects Projects 

Defining participation Defining participation 



Enabling structures Enabling for structures community for participation community participation 

Community involvement Community in involvement the project in cycle the project cycle 

Module: Project Module: Management Project Management Processes (DAPM04Q) Processes (DAPM04Q) - 8 Credits - 8 Credits 


Project Phases Project Phases 

The project life The cycle project life cycle 

Project stakeholders Project stakeholders 

Project Initiation Project Initiation 

Project identification Project identification 

Project team set-up Project team set-up 

Project definition Project definition 



215

Project Planning 

Planning issues 

Planning and projects 

Planning processes 

Work breakdown structure (WBS) 

Network diagrams 

Bar charts 

Milestones 

Project Execution and Control 

Implementing the project 

Controlling the project 

Project Closing 

Avoiding drift 

Having a closing event 

Influences on Projects 

Project review 

Module: Project Time Management (DAPM05R) - 8 Credits 

Content: 

Project Time Management 


Time management: the process 

Time Management Techniques and Tools 

Project management techniques 

Project time management tools 

Personal Time Management for Project Managers 

The importance of personal time management 

Eliminate time wasters 

Eliminating inappropriate work 

Delegate and monitoring tasks of team members 

Setting personal goals and objectives 

Opitimise waiting and traveling time 

Common challenges in time management 



Module: Project Module: Cost Project Management Cost Management (DAPM08U) (DAPM08U) - 8 Credits - 8 Credits 


Resource Management Resource Management 



Conclusion 

Conclusion 

Cost Estimating Cost Estimating 

Developing estimates Developing estimates 

Methods of cost Methods estimating of cost estimating 

Cost estimating Cost outcomes estimating outcomes 

Cost estimate Cost considerations estimate considerations 

Cost Budgeting Cost Budgeting 

Functions of a Functions budget of a budget 

Public sector budgets Public sector budgets 

Project budgets Project budgets 

Preparing the Preparing budget the budget 

Cost baseline Cost baseline 

Cost Control Cost Control 

Earned value analysis Earned value analysis 

Outputs from Outputs cost control from cost control 

Module: Project Module: Quality Project Management Quality Management (DAPM11P) -(DAPM11P) 8 Credits - 8 Credits 


Quality Planning Quality Planning 

Project planning Project management planning management 

Quality planning Quality planning 

Quality Assurance Quality Assurance 

Quality assurance Quality assurance 

Quality improvement Quality improvement 

Quality Control Quality Control 

Quality control Quality systemcontrol system 

Tools and techniques Tools and for techniques quality control for quality control 

Outputs from Outputs quality control from quality control 



217

Module: Project Human Resource Management (DAPM07T) - 8 Credits 

Content: 

Organisational Planning 

Nature of planning 

Organisational planning 

Tools and techniques for organisational planning 

Staff Acquisition 

Project post analysis 

Staff acquisition 

Inputs to staff acquisition 

Team Development 

Distinguishing team building from team development 

Theoretical stages of team development 

Team development 

Barriers to project team development 

Team effectiveness 

Team effectiveness review (TER) 

People Dynamics in Project Management 

Role of the project manager 

Role of the project team members 

Important people dynamics in project management 

Politics and project management 

Ethics and professionalism in project management 

Module: Project Communication Management (DAPM12Q) - 8 Credits 

Content: 

Project Communication Management: A Macro perspective 

Understanding government communication 

The context of government communications: framework and constraints 

Task group government communication: key findings 

Project Communication Management: Key Focus Areas 

The importance of project communication management 

Communication management planning 

Communication roles and responsibilities of the project manager 

Communication for effective conflict resolution 

Communication for project team building 

Communication with a diverse team 

Communication for results 

Communication for effective task delegation 


continue to next page.

Presentation: Presentation: The Art of “Selling” The Art the of Project “Selling” the Project 

Benefits of project Benefits presentation of project presentation 



Preparing for an Preparing effective for presentation an effective presentation 

Starting the presentation Starting the presentation 

Delivering the Delivering presentation the presentation 

Completion 

Completion 

Project Meeting Project Management Meeting Management 



Conducting the Conducting meeting the meeting 

Dealing with specific Dealing meeting with specific issuesmeeting issues 

Project Documentation Project Documentation and Reportingand Reporting 

Project management Project management documentation documentation 

Documentation Documentation types types 

Project reporting Project reporting 

Report writing Report skills writing skills 

Reporting Reporting 

Notices and project-related Notices and project-related memoranda memoranda 

Feasibility studies Feasibility studies 

Business plan Business plan 

Module: Project Module: Risk Project Management Risk Management (DAPM10N) -(DAPM10N) 8 Credits - 8 Credits 


Introduction to Introduction Risk Management to Risk Management and the Risk Management and the Risk Management Cycle Cycle 

The role of risk The management role of risk management project management project management 

The scope of risk The management 

scope of risk management 

Risk Identification Risk Identification 

What to use in What risk management 

to use in risk management 

What to do in What risk management 

to do in risk management 

Risk Assessment Risk Assessment 

What to use in What risk assessment to use in risk assessment 

What to do with What risk to assessment do with risk assessment 

Risk Response Risk Development Response Development and Control and Control 

What to use in What risk response to use in development 

risk response development 

What to do 

 

with 

What 

risk 

to 

response 

do with 

development 

risk response development 

What to use 

 

in 

What 

risk response 

to use in 

control 

risk response control 

What to do 

 

with 

What 

risk 

to 

response 

do with 

control 

risk response control 



219

Module: Project Procurement Management (DAPM09V) - 8 Credits 

Content: 

Project Procurement Management and Planning 

Procurement management 

Project procurement planning 

Statements of work (SOW) 

Solicitation Planning, Solicitation and Source Selection 

Solicitation planning 

Source selection 

Contract Administration and Close-out 

Contract administration 

Contract close-out 

Quality, Ethics and Procurement 

Quality and procurement 

Total quality management (TQM) 

Planning quality 

Ethical considerations in project procurement 

Overview of the framework for public tenders in South Africa 

Module: Information Technology for Project Management (DAPM06S) - 8 Credits 

Content: 

Introduction to MS Project 2007 

Choosing project management software 

Overview of MS Project 2007 

The do’s and don’ts of MS Project 2007 

Building Your Plan, Track and Manage Your Project 


Programme Programme in Disaster in Management Disaster Management (Contact) (Contact) (76260) (76260) 



To train individuals To train public individuals and private in public institutions and private in institutions various issues in various relating issues to disaster relating management. to disaster management. Special Special 

emphasis is placed emphasis on the is placed specific on disaster the specific profile disaster of each profile region/province of each region/province and issues relating and issues to vulnerability relating to and vulnerability and 

risk assessment, risk prevention, assessment, mitigation, prevention, preparedness, mitigation, preparedness, rehabilitation rehabilitation and reconstruction and reconstruction and relevant legislation and relevant legislation 


The Programme The in Programme Disaster Management in Disaster Management is tailor-made is for tailor-made people working for people in the working field of in disaster, the field risk of and disaster, risk and 

emergency management emergency management in either the public in either (all the spheres public of (all government) spheres of government) or private sector private such as: sector disaster such and as: risk disaster and risk 

managers; development managers; development officials; departmental officials; departmental line-functions; line-functions; paramedics; 107 paramedics; Centre personnel; 107 Centre fire personnel; department fire department 

personnel; police personnel; officers; police health officers; officials; health traffic officials; and municipal traffic and security municipal personnel; security town personnel; planners; town NGO’s; planners; CBO’s; NGO’s; CBO’s; 

private security private and rescue security companies; and rescue councillors. companies; councillors. 





of 15 students of – 15 this students course is – not this for course individuals is not for – registration individuals only – registration in December only to in January December and to June January to July and June to July 

Module: Introduction Module: Introduction to Disaster Management to Disaster Management (PRDM01E) -(PRDM01E) 12 Credits - 12 Credits 


Part 1 Part 1 

Disasters: types Disasters: of disasters, types the of disasters, factors causing the factors disasters causing and disasters terminology and terminology 

Part 2 Part 2 

Causes and characteristics Causes and characteristics of certain disasters of certain disasters 

Identification Identification and characteristics and characteristics of certain hazards of certain hazards 

UN response UN to disasters response to disasters 

Part 3 Part 3 

Interaction between Interaction disasters between and disasters development and development 

Linking disasters Linking and disasters development and development 

Part 4 Part 4 

Disaster and Business Disaster and Continuity Business Management Continuity Management in South Africa in South Africa 

Green Paper Green on Disaster Paper Management 


White Paper on White Disaster Paper Management 


Disaster Management Disaster Management Bill Bill 

Disaster Management Disaster Management Act, Act 57 of Act, 2002 Act 57 of 2002 

Disaster Management Disaster Management Framework Framework 

Module: Institutional Module: Institutional Capacity (PRDM02F) Capacity -(PRDM02F) 12 Credits - 12 Credits 


Policy Direction, Policy Planning Direction, and Planning Funding and Funding 

 

 

 

 

 

Key policy proposals 


Policy and planning Policy requirements 

and planning requirements 

Arrangements Arrangements for cooperative for government cooperative government 

Arrangements Arrangements for integrated for direction integrated direction 

Funding and economic Funding and implications economic of implications disasters and of disasters management 

and disaster management 



221

Disaster Management Responsibilities 

Governmental roles and responsibilities 

Role and responsibilities of the disaster manager 

Generic responsibilities of key role-players 

Joint Consultation and Cooperation 

Cooperation and joint consultation principles 

International situation 

Regional (SADC) situation 

Governmental cooperation and joint consultation 

Disaster management advisory forum 

Community participation 

Setting up of joint planning and advisory forums 

Mutual aid agreements 

Disaster Management Centre 

Guidelines for the establishment of a disaster management centre 

Disaster management centre design 

Mobile disaster management centre design 

Operational procedures 

Identification systems 

Training 

Promotion/publicity and evaluation systems 

Communication and Information Management 

Legal background 

Communication 

Information management 

Proposed implementation approach 

Module: Risk Assessment and Monitoring (PRDM03G) - 12 Credits 

Content: 

Risk Assessment 

Assessing risk and vulnerability 

Disasters and the environment 

Vulnerability assessment process using GIS 

Risk Profile 

National disaster risk profile 

Needs and requirements of a risk profile 

Components of a risk profile 

Presentation of a risks 



Risk Monitoring Risk Monitoring 

Risk and vulnerability Risk and assessment vulnerability and assessment monitoring and system monitoring system 

Monitoring systems Monitoring systems 

Updating a comprehensive Updating a comprehensive risk assessment risk assessment 

Dissemination Dissemination of Information of and Information Quality Control and Quality Control 

Dissemination Dissemination of information of before information a disaster before a disaster 

Dissemination Dissemination of information of during information a disaster during a disaster 

Quality control 


Module: Risk Module: Reduction Risk Planning Reduction and Planning Implementation and Implementation (PRDM04H) -(PRDM04H) 12 Credits - 12 Credits 


Strategy Planning Strategy (Prevention Planning and (Prevention Mitigation) and Mitigation) 

Disaster management Disaster management strategies and strategies plans and plans 

Strategic management Strategic management and operational and planning operational planning 

Prevention strategies 


Mitigation strategies 


Defining and Defining Prioritising and Projects Prioritising Projects 

Core risk reduction Core risk principles reduction of disaster principles prevention of disaster and prevention mitigationand mitigation 

Determination Determination of priority risks of priority risks 

Operations planning: Operations emergency planning: preparedness, emergency preparedness, response and response recovery and recovery 

Identifying projects Identifying for various projects hazards for various hazards 

Scoping and Development Scoping and Development of Risk Reduction of Risk Plans Reduction Plans 

Risk assessment Risk and assessment research and research 

Key principles Key for risk principles reduction for risk projects reduction or programmes projects or programmes 

Monitoring effectiveness Monitoring and effectiveness disseminating and disseminating results results 

Integration of Integration Risk Reduction of Risk Initiatives Reduction into Initiatives Integrated into Development Integrated Development Plans (IDP) Plans (IDP) 

Basic information Basic on information integrated on development integrated development plans plans 

Development Development of the IDP of the IDP 

Implementing Implementing Projects Projects 

Guidelines from Guidelines the framework from the framework 



223

Module: Operational Response and Recovery (PRDM05J) - 12 Credits 

Content: 

Preparedness/Early Warning Systems 

Early warning systems 

Preparedness 

Disaster Assessment, Declaration process and Mobilisation 

Disaster assessment 

Disaster declaration 

Disaster mobilisation 

Integrated Incident Management/Response Plans and Regulations 

Disaster response 

Responsibilities of the NDMC: a national standard incident management system 

Developing a response plan 

Evacuation 

Search and rescue 

The assessment of survivors needs 

The relief system 

Coordination 

Behaviour of disaster victims 

Recovery Plans and Relief Measures 

Linking response to reconstruction and development plans 

Post disaster projects 

Reconstruction and Rehabilitation 

Reconstruction and redevelopment programmes 

Evaluation of emergency relief 

Module: Education, Training and Awareness (PRDM06K) - 12 Credits 

Content: 


Creating and sustaining culture 

Disaster awareness 

Guidelines for a private company involvement in an employee community awareness 

Non-accredited Training and Awareness 

Training programmes 

Responsibility for a non-accredited education and training programmes 



Accredited Training Accredited Training 

Formal training Formal programmes training programmes 

Development Development and accreditation and of accreditation training programmes of training programmes 

Publications, Publicity Publications, and Publicity Media Relations and Media Relations 


Media Relations Media Relations 

Mechanisms for Mechanisms Research, for Information Research, Provision Information and Provision Advisory and Service Advisory Service 

Research Research 

Non-experimental 


methods 

methods 

Experimental 

Experimental 

investigations 


The scientific method 


Module: Monitoring, Module: Monitoring, Evaluation and Evaluation Improvement and Improvement (PRDM07L) -(PRDM07L) 12 Credits - 12 Credits 


Section: Monitoring, Section: Evaluation Monitoring, and Evaluation Improvement and Improvement 

Audit Audit 

Exercising Exercising 

Maintenance Maintenance 

Key performance Key areas performance areas 

Objectives 

Objectives 

Key performance Key indicators performance of disaster indicators management of disaster management 

Module: Management Module: Management (PRDM08M) (PRDM08M) - 12 Credits- 12 Credits 


Section: Management Section: Management 

Projects Projects 

Initiation Initiation 


Implementation Implementation 

Control Control 

Closing Closing 

Programme management 



225

Programme in Disaster Management (ODL) (72532) 


Purpose: 

To train individuals in public and private institutions in various issues relating to disaster management. Special 

emphasis is placed on the specific disaster profile of each region/province and issues relating to vulnerability and risk 

assessment, prevention, mitigation, preparedness, rehabilitation and reconstruction and relevant legislation. 

Target group: 

The Programme in Disaster Management is tailor-made for people working in the field of disaster, risk and 

emergency management in either the public (all spheres of government) or private sector such as: disaster and risk 

managers; development officials; departmental line-functions; paramedics; 107 Centre personnel; fire department 

personnel; police officers; health officials; traffic and municipal security personnel; town planners; NGO’s; CBO’s; 

private security and rescue companies; councillors 




December to January and/or June to July 

Module: Introduction to Disaster Management (DPDM01K) - 12 Credits 

Content: 

Part 1 

Disasters: types of disasters, the factors causing disasters and terminology 

Part 2 

Causes and characteristics of certain disasters 

Identification and characteristics of certain hazards 

UN response to disasters 

Part 3 

Interaction between disasters and development 

Linking disasters and development 

Part 4 

Disaster and Business Continuity Management in South Africa 

Green Paper on Disaster Management 

White Paper on Disaster Management 

Disaster Management Bill 

Disaster Management Act, Act 57 of 2002 

Disaster Management Framework 


Content: 

Policy Direction, Planning and Funding 


Policy and planning requirements 

Arrangements for cooperative government 

Arrangements for integrated direction 

Funding and economic implications of disasters and disaster management 



Disaster Management Disaster Management Responsibilities Responsibilities 

Governmental Governmental roles and responsibilities roles and responsibilities 

Role and responsibilities Role and responsibilities of the disaster of manager the disaster manager 

Generic responsibilities Generic responsibilities of key role-players of key role-players 

Joint Consultation Joint Consultation and Cooperation and Cooperation 

Cooperation and Cooperation joint consultation and joint principles consultation principles 

International situation International situation 

Regional (SADC) Regional situation (SADC) situation 

Governmental Governmental cooperation and cooperation joint consultation and joint consultation 

Disaster management Disaster management advisory forumadvisory forum 

Community participation Community participation 

Setting up of joint Setting planning up of joint and advisory planning forums and advisory forums 



Disaster Management Disaster Management Centre Centre 

Guidelines for Guidelines the establishment for the establishment of a disaster management of a disaster management centre centre 

Disaster management Disaster management centre designcentre design 

Mobile disaster Mobile management disaster management centre designcentre design 

Operational procedures Operational procedures 

Identification systems Identification systems 

Training Training 

Promotion/publicity Promotion/publicity and evaluation and systems evaluation systems 

Communication Communication and Information and Management 

Information Management 

Legal background Legal background 




Proposed implementation Proposed implementation approach approach 

Module: Risk Module: Assessment Risk Assessment and Monitoring and (DPDM03L) Monitoring -(DPDM03L) 12 Credits - 12 Credits 


Risk Assessment Risk Assessment 

Assessing risk Assessing and vulnerability risk and vulnerability 

Disasters and Disasters the environment and the environment 

Vulnerability assessment Vulnerability process assessment using process GIS using GIS 

Risk Profile Risk Profile 

National disaster National risk profile disaster risk profile 

Needs and requirements Needs and requirements of a risk profile of a risk profile 

Components of Components a risk profile of a risk profile 

Presentation of Presentation a risks of a risks 

Risk Monitoring Risk Monitoring 

Risk and vulnerability Risk and assessment vulnerability and assessment monitoring and system monitoring system 

Monitoring systems Monitoring systems 

Updating a comprehensive Updating a comprehensive risk assessment risk assessment 



227

Dissemination of Information and Quality Control 

Dissemination of information before a disaster 

Dissemination of information during a disaster 



Content: 

Strategy Planning (Prevention and Mitigation) 

Disaster management strategies and plans 

Strategic management and operational planning 



Defining and Prioritising Projects 

Core risk reduction principles of disaster prevention and mitigation 

Determination of priority risks 

Operations planning: emergency preparedness, response and recovery 

Identifying projects for various hazards 

Scoping and Development of Risk Reduction Plans 

Risk assessment and research 

Key principles for risk reduction projects or programmes 

Monitoring effectiveness and disseminating results 

Integration of Risk Reduction Initiatives into Integrated Development Plans (IDP) 

Basic information on integrated development plans 

Development of the IDP 

Implementing Projects 

Guidelines from the framework 

Module: Operational Response and Recovery (DPDM05P) - 12 Credits 

Content: 


Early warning systems 

Preparedness 

Disaster Assessment, Declaration process and Mobilisation 

Disaster assessment 

Disaster declaration 

Disaster mobilisation 



Integrated Incident Integrated Management/Response Incident Management/Response Plans and Regulations Plans and Regulations 

Disaster response Disaster response 

Responsibilities Responsibilities of the NDMC: of a the national NDMC: standard a national incident standard management incident management system system 

Developing a Developing response plan a response plan 

Evacuation 

Evacuation 



The assessment The of assessment survivors needs of survivors needs 

The relief system The relief system 

Coordination Coordination 

Behaviour of disaster Behaviour victims of disaster victims 

Recovery Plans Recovery and Relief Plans Measures and Relief Measures 

Linking response Linking to reconstruction response to reconstruction and development and development plans plans 

Post disaster projects Post disaster projects 

Reconstruction Reconstruction and Rehabilitation and Rehabilitation 

Reconstruction Reconstruction and redevelopment and redevelopment programmes programmes 

Evaluation of emergency Evaluation of relief emergency relief 

Module: Education, Module: Training Education, and Training Awareness and (DPDM06Q) Awareness (DPDM06Q) - 12 Credits - 12 Credits 

Content: 

Awareness 

Content: 

Awareness 

Creating and sustaining Creating and culture sustaining culture 

Disaster awareness Disaster awareness 

Guidelines for Guidelines a private company for a private involvement company in involvement an employee in community an employee awareness community programme awareness programme 

Non-accredited Non-accredited Training and Awareness Training and Awareness 

Training programmes Training programmes 

Responsibility Responsibility for a non-accredited for a non-accredited education and education training programmes 

and training programmes 

Accredited Training Accredited Training 

Formal training Formal programmes training programmes 

Development Development and accreditation and of accreditation training programmes of training programmes 

Publications, Publicity Publications, and Publicity Media Relations and Media Relations 


Media Relations Media Relations 

Mechanisms for Mechanisms Research, for Information Research, Provision Information and Provision Advisory and Service Advisory Service 

Research Research 



methods 

methods 

Experimental 

Experimental 



The scientific 

 

method 




229

Module: Monitoring, Evaluation and Improvement (DPDM07R) - 12 Credits 

Content: 

Section: Monitoring, Evaluation and Improvement 

Audit 

Exercising 

Maintenance 

Key performance areas 

Objectives 

Key performance indicators of disaster management 

Module: Management (DPDM08S) - 12 Credits 

Content: 

Section: Management 

Projects 

Initiation 

Planning 

Implementation 

Control 

Closing 


Programme in Labour Inspection and Enforcement (Contact) (76066) 


Purpose: 

Training of delegates in principles of labour inspection and enforcement so as to enable them to advocate and 

enforce the legislation 

Target group: 

The programme is primarily designed for labour inspectors and client-service officers of the Department of Labour 


Senior Certificate or an equivalent or NQF level 4 qualification 






Module: Generic Module: Training Generic Component Training Component (Part 1) (PLIE019) (Part 1) - 12 (PLIE019) Credits - 12 Credits 


Time management Time management for effective planning for effective and decision planning making and decision making 

Applied communication Applied communication skills skills 

Module: Generic Module: Training Generic Component Training Component (Part 2) (PLIE02A) (Part 2) - 12 (PLIE02A) Credits - 12 Credits 


Conflict resolution Conflict through resolution negotiation through skills negotiation and problem skills solving and problem solving 

Motivation, assertiveness Motivation, and assertiveness serving a and diverse serving community a diverse community 



Module: Functional Module: Training Functional Component Training Component (Part 1) (PLIE03B) (Part 1) - 12 (PLIE03B) Credits - 12 Credits 


The relationship The between relationship the Department between the of Department Labour and of the Labour implementation and the implementation of labour legislation of labour legislation 

Defining an employer Defining and employer employeeand employee 

The application The of application the sources of of the labour sources law of to labour conditions law to of employment 

conditions of employment 

The justice system The justice as it relate system to as the it enforcement relate to the of enforcement labour legislation of labour legislation 

The general principles The general and principles procedures and applicable procedures to the applicable enforcement to the of enforcement South Africa of labour South laws Africa labour laws 

Basic Conditions Basic of Conditions Employment of of Employment of Act Employment Act 

Module: Functional Module: Training Functional Component Training Component (Part 2) (PLIE04C) (Part 2) - 12 (PLIE04C) Credits - 12 Credits 


Occupational Occupational Health and Safety Health Act and Safety Act 

Specific regulations Specific to regulations the Occupational to the Occupational Health and Safety Health Act and Safety Act 

Module: Functional Module: Training Functional Component Training Component (Part 3) (PLIE05D) (Part 3) - 12 (PLIE05D) Credits - 12 Credits 


Employment Equity Employment Act Equity Act 

Compensation Compensation for Occupational for Occupational Injuries and Diseases Injuries Act and Diseases Act 

Unemployment Unemployment Insurance Legislation Insurance Legislation 

Module: Functional Module: Training Functional Component Training Component (Part 4) (PLIE06E) (Part 4) - 12 (PLIE06E) Credits - 12 Credits 


Skills Development Skills Development Act and Skills Act Development and Skills Development Levies Act Levies Act 

Important Labour Important Law matters Labour which Law matters resorts which under resorts the jurisdiction under the of jurisdiction the Department of the of Department Labour of Labour 


231

Programme in Local Government Management (Contact) (76090) 


Purpose: 

Training of delegates in aspects of local government management 

Target group: 

All employees, all levels of management, councillors and officials within local government, members of CBOs and/or 

individuals who have not yet been introduced to the principles of local government management 




Registration dates will be dependent on receipt of a formal written acceptance of Unisa’s quotation for a minimum of 

15 students – this course is not for individuals – registration only in December to January and June to July 

Module: Local Government Management (PLGM01R) - 12 Credits 

Content: 








Module: Project Management for Sustainable Development (PLGM025) - 12 Credits 

Content: 

Development management and the reconstruction and development programme 

Principles of project management 

Project management functions 

Role-players in development 

Module: Introduction to Disaster Management (PLGM03T) - 12 Credits 

Content: 







Disaster and business continuity management in South Africa 


Disaster management framework 



Module: Ethics Module: and Professionalism Ethics and Professionalism (PLGM04U) -(PLGM04U) 12 Credits - 12 Credits 




Ethics in public Ethics sector in affairs public sector affairs 

Accountability Accountability and transparency and transparency 

Organs of civil Organs societyof civil society 

Meeting procedures Meeting procedures 

Module: Introduction Module: Introduction to Law and Community to Law and Community Policing (PLGM05V) Policing -(PLGM05V) 12 Credits - 12 Credits 


General introduction General to introduction law to law 

Sources of South Sources African of South law African law 

Classification of Classification the law of the law 

An overview of An municipal overview law of municipal law 

General introduction General to introduction administrative to administrative law law 

Module: Local Module: Government Local Government Finance (PLGM06W) Finance (PLGM06W) - 12 Credits - 12 Credits 


The accounting The framework accounting for framework municipalities for municipalities 

Classification of Classification operating expenses of operating and expenses revenue and revenue 

Capital and operating Capital and expenditure operating expenditure 

Municipal taxes Municipal and property taxes and ratesproperty rates 

The municipal The taxes: municipal property taxes: rates property and the rates former and RSC/JSB the former leviesRSC/JSB levies 

The major municipal The major trading municipal services: trading electricity services: and electricity water and water 

Other sources Other of municipal sources revenue of municipal revenue 




Business plans Business plans 



The impact of The the impact municipal of the finance municipal management finance management act and other act local and government other local related government legislation related legislation 

Module: Human Module: Resource Human Management Resource Management (PLGM07X) (PLGM07X) - 12 Credits - 12 Credits 



Provision of human Provision resources of human resources 

Support and maintenance Support and of maintenance human resources of human resources 

Training and development Training and development of personnel of personnel 

Utilisation of human Utilisation resources of human resources 

Leadership 

Leadership 

Industrial relations Industrial relations 


233

Programme in Local Government Management (ODL) (76082) 


Purpose: 

Training of delegates in aspects of local government management 

Target group: 

All employees, all levels of management, councillors and officials within local government, members of CBOs and/or 

individuals who have not yet been introduced to the principles of local government management. 


Senior Certificate an equivalent NQF level 4 qualification 


December to January and/or June to July 

Module: Local Government Management (DLGM01B) - 12 Credits 

Content: 








Module: Project Management for Sustainable Development (DLGM02C) - 12 Credits 

Content: 

Development management and the reconstruction and development programme 

Principles of project management 

Project management functions 

Role-players in development 

Module: Introduction to Disaster Management (DLGM03D) - 12 Credits 

Content: 







Disaster and business continuity management in South Africa 


Disaster management framework 



Module: Ethics Module: and Professionalism Ethics and Professionalism (DLGM04E) -(DLGM04E) 12 Credits - 12 Credits 




Ethics in public Ethics sector in affairs public sector affairs 

Accountability Accountability and transparency and transparency 

Organs of civil Organs societyof civil society 

Meeting procedures Meeting procedures 

Module: Introduction Module: Introduction to Law and Community to Law and Community Policing (DLGM05F) Policing -(DLGM05F) 12 Credits - 12 Credits 


General introduction General to introduction law to law 

Sources of South Sources African of South law African law 

Classification of Classification the law of the law 

An overview of An municipal overview law of municipal law 

General introduction General to introduction administrative to administrative law law 

Module: Local Module: Government Local Government Finance (DLGM06G) Finance -(DLGM06G) 12 Credits - 12 Credits 


The accounting The framework accounting for framework municipalities for municipalities 

Classification of Classification operating expenses of operating and expenses revenue and revenue 

Capital and operating Capital and expenditure operating expenditure 

Municipal taxes Municipal and property taxes and ratesproperty rates 

The municipal The taxes: municipal property taxes: rates property and the rates former and RSC/JSB the former leviesRSC/JSB levies 

The major municipal The major trading municipal services: trading electricity services: and electricity water and water 

Other sources Other of municipal sources revenue of municipal revenue 




Business plans Business plans 



The impact of The the impact municipal of the finance municipal management finance management act and other act local and government other local related government legislation related legislation 

Module: Human Module: Resource Human Management Resource Management (DLGM07H) -(DLGM07H) 12 Credits - 12 Credits 



Provision of human Provision resources of human resources 

Support and maintenance Support and of maintenance human resources of human resources 

Training and development Training and development of personnel of personnel 

Utilisation of human Utilisation resources of human resources 

Leadership 

Leadership 

Industrial relations Industrial relations 


235

Programme in Accelerated Supervisory Development for the Public Sector 

(Contact) (75965) 


Purpose: 

Training of students in all aspects of supervisory development management 

Target group: 

All levels of supervisors, middle managers, potential supervisors, managers and/or individuals in the public sector 

who have not yet been introduced to the fundamental principles of management 


Senior Certificate or Matric or Grade 12 or a NQF level 4 qualification 


Registration dates will be dependent on receipt of a formal written acceptance of Unisa’s quotation 

Module: Basic Management Principles (ASDP01R) - 12 Credits 

Content: 

The Context Project Management 

 

 

 

 

 

 

 

 

 

 

 

 

 

Introduction to management 

Self management 

Time management 

Planning 

Organising 

Leadership 

Control 


Communication 


Role Interpreters during a meeting 



Module: Personnel Development and Communication (ASDP02S) - 12 Credits 

Content: 

 

 

 

 

 

 

 

 

Communication skills 

Effective communication 

Active listening skills 

Types of questioning 

Feedback 


Types of communication 

Assessing your communication skills 


Module: Human Module: Resource Human Management Resource Management (ASDP03T) -(ASDP03T) 12 Credits - 12 Credits 


Performance management 


Introduction to Introduction performance to management 


Setting the stage Setting for appraisal the stage for appraisal 

Performance appraisal Performance appraisal 

Performance feedback Performance feedback 





Module: Workplace Module: Management Workplace Management (ASDP04U) -(ASDP04U) 12 Credits - 12 Credits 


Code of conduct Code of conduct 

How to conduct How a procedural to conduct and a procedural substantively and fair substantively disciplinary fair hearing disciplinary hearing 

Disciplinary guideline Disciplinary guideline 

Case studies and Case role studies playsand role plays 

The Employment The Equity Employment Act 55 Equity of 1998 Act 55 of 1998 

Module: Public Module: Financial Public Management Financial Management for Non-financial for Non-financial Managers (ASDP05V) Managers -(ASDP05V) 12 Credits - 12 Credits 


Principles of sound Principles public of sector sound financial public sector management financial management 

Understanding Understanding the core components the core of components the PFMA and of the Treasury PFMA Regulations and Treasury Regulations 

Strategic and Strategic operational and planning operational planning 

Successfully linking Successfully the budget linking to the the budget strategic to and the operational strategic and planning operational within planning the MTEF within the MTEF 

Performance measures Performance measures 

Prevent unauthorised, Prevent unauthorised, irregular and wasteful irregular expenditure and wasteful through expenditure sound through expenditure sound management expenditure management and and 

financial management financial management 

Identifying actions Identifying required actions for successful required for integration successful of integration the supply chain of the management supply chain management model into the model into the 

department’s department’s management management process process 

Applying risk Applying management risk management principles and principles internal control and internal systems control effectively systems effectively 


237

Programme in Public Administration and Management (76777) 

Duration: 12 months NQF Level: 5 Credits: 72 

Purpose: 

Training of individuals in aspects relating to Public Administration and Management. The programme focus on the 

introduction of Public Administration and Management, public human resource management, public information 

and communication principles, public project management, public financial management as well as public policy. 

Target group: 

The Programme in Public Administration and Management is tailor made for all levels of supervisors, middle 

managers, potential supervisors/managers and/or individuals in the Public Sector who have not yet been 

introduced to the fundamental principles of Public Administration and Management. 




December/ January and June/ July 

Module: Introduction to Public Administration and Management (PAMA01G) - 12 Credits 

Content: 

 

 

 

 

 

 

 

Introduction to public administration and management 

Various types of public services 

Stakeholders/clients of public services 

Planning in public management 

Why do government provide public services? 

Role players in public management 

Management of public service provision 

Module: Public Information and Communication Management (PAMA02H) - 12 Credits 

Content: 

 

 

 

 

 

Introduction to Public Information Management 

Government communication 

Obtaining, storing, retrieving and dissemination of public information 

E- governance 

The Government and Communication and Information System (GSIS) 

Module: Public Project Management (PAMA03J) - 12 Credits 

Content: 

 

 

 

 

 

 

 

 

Public Project Management Theory and Principles 

Public Project Management Cycle 

Public Policy Problem Identification 

Public Project Team Set-up 

Public Project Definition and Scope 

Public Project Planning 

Public Project Implementation 

Public Project Control and Evaluation 



Module: Public Module: Human Public Resource Human Management Resource Management (PAMA04K) -(PAMA04K) 12 Credits - 12 Credits 


Public human Public resource human management resource management concepts concepts 

The enabling functions The enabling of public functions human of public resources human resources 

The various functional The various activities functional relating activities to public relating personnel to public work personnel work 

The statutory The and statutory regulatory and framework regulatory for framework human resource for human management resource management in the public sector in the environment 

public sector environment 

Performance management Performance management as it is applied as in it the is applied public sector in the public sector 

Creating a cohesive Creating team a cohesive through team diversity through management diversity management in governments in governments 

Module: Public Module: Policy Public Making Policy (PAMA05L) Making -(PAMA05L) 12 Credits - 12 Credits 


What is public What policy? is public policy? 

The relationship The between relationship public between policy making, public policy planning making, and decision-making 

planning and decision-making 

The public policy The environment 

public policy environment 

The public policy The process public policy process 

Module: Public Module: Financial Public Management Financial Management (PAMA06M) (PAMA06M) - 12 Credits - 12 Credits 


Introduction to Introduction public financial to public management financial management 

Role players in Role public players financial public management financial management 

The budget cycle The in budget government cycle in government 

Financial systems Financial and control systems measures and control in the measures public sector in the environment 

public sector environment 

Financial statement Financial government 

statement in government 


239

Graduate SBL 

Enquiries for the Short Learning Programmes offered through the Graduate 

SBL should be directed at: 

Prof A A Okharedia 

Office 4-16, SBL Building, cnr First & Smuts Avenue, Midrand 

Tel: 011 652 0000 Tel: 011 652 0375 Fax: 011 652 0299 

E-mail: AOkharedia@sbleds.ac.za 

Advanced Project Management Programme (75280) 


Purpose: 

To equip students with appropriate managerial, professional and individual competencies to be effective resultsorientated 

project managers and professionals 

Target group: 

Employees or people entering the labour market keen to know more about human interaction in the world of 

work. 


Applicants must have a Senior Certificate and at leastthree years’ managerial experience.Admission is granted on 

the understanding that studentsare able to attend weekly syndicate group meetings andthe compulsory study 

schools at the SBL in Midrand.Apply well in advance to ensure admission; for application form you can visit the SBL 

wesite: www.sblunisa.ac.za. A clear photocopy of the form can be used. 


January Intake: Semester 1: January - June 

Semester 2: July - December 

June Intake: Semester 1: June - December 

Semester 2: January - June 

Module: Project Planning and Control (APMCONT) - 12 Credits 

Content: 

 

 

 

 

 

Work breakdown structure 

Project planning 

Project scheduling 

Project budgeting 

Control projects 



Module: Project Module: Budgeting Project and Budgeting Finance and (APMFINQ) Finance -(APMFINQ) 12 Credits - 12 Credits 


Feasibility of projects Feasibility of projects 

The costs of projects The costs of projects 

Cost estimations Cost for estimations projects for projects 

Project cost control Project cost control 

Financial aspects Financial of tenders aspects and of quotes tenders and quotes 

Module: Labour Module: Law Labour and Contracts Law and (APMLLC8) Contracts -(APMLLC8) 12 Credits - 12 Credits 


Basic principles Basic of the principles law of contract of the law of contract 

Basic principles Basic of negotiation principles of and negotiation alternative and dispute alternative resolution dispute resolution 

Principles underlying Principles mediation underlying and mediation arbitration and as arbitration well as the as hybrid well processes as the hybrid of alternative processes of dispute alternative resolution dispute resolution 

The Employment The Equity Employment Act Equity Act 

The Basic Conditions The Basic of Conditions Employment of Act Employment Act 

The Labour Relations The Labour Act Relations Act 

Occupational Occupational Health and Safety, Health Compensation and Safety, Compensation for Occupational for Occupational Injury and Diseases Injury Act, and Diseases and the Act, and the 

Unemployment Unemployment Insurance ActInsurance Act 

Module: Integrated Module: Project Integrated Management Project Management (APMMANV) (APMMANV) - 12 Credits - 12 Credits 


Project management Project management as integrated management as integrated management system system 

The role of the The project role of manager the project manager 

Project planning Project planning 

Project control Project control 

Module: Supply Module: Chain Supply Management Chain Management and Marketing and (APMMAR3) Marketing (APMMAR3) - 12 Credits - 12 Credits 


Management Management of a supply base of a supply base 

Relationship between Relationship the supply between chain the and supply marketing chain and management marketing management 

Understanding Understanding the intricacies the of marketing intricacies management 

of marketing management 

Principles of productivity Principles of management productivity management in supply chain in management 

supply chain management 

Module: Managing Module: and Managing Leading and Human Leading Resources Human (APMMHRJ) Resources -(APMMHRJ) 12 Credits - 12 Credits 


Strategic human Strategic resource human management resource management 

Diversity in the Diversity workplace in the workplace 

Management Management and deployment and of deployment human resources of human through resources participation through processes participation processes 

Managing employee Managing performance employee from performance a strategic from perspective a strategic and perspective applying it and in project applying management 

it in project management 

Managing and Managing developing and human developing resources human both resources locally and both internationally locally and internationally 

Identifying opportunities Identifying opportunities for change and for transformation change and transformation and the negotiation and the and negotiation implementation and implementation thereof thereof 


241

Executive Development Programme (75191) 


Purpose: 

To develop executives to manage and lead organisations in strategic decision making at corporate level in a global 

context 

Target group: 

Managers at senior and top level who have at least ten years’ management experience 


Applicants must have a Senior Certificate and at least five years’ managerial experience.Admission is granted on the 

understanding that students are able to attend weekly syndicate group meetings and the compulsory study schools 

at the SBL in Midrand.Application form is available on SBL website: www.sblunisa.ac.za. A clear photocopy of the 

form can also be used. 






Module: The Global Business and Financial Environment (EDPGBE9) - 12 Credits 

Content: 

 

 

 

 

 

 

 

Global trends and challenges 

The international payments and global monetary system 

International trade and competition 

The political economy of trade and investment 

Financial intermediaries and financial innovation 

Depository institutions, monetary policy and central banks 

The determinants of asset prices, interest rates and the organisation and structure 

Module: Leadership for Organisational Excellence (EDPLNS3) - 12 Credits 

Content: 

 

 

 

 

 

 

 

 

 

 

Leadership as an interactive process 

Assessing and measuring leadership performance 

Influencing: power and politics 

Negotiation and conflict resolution 

Leadership of culture, diversity, ethics and attitudes 

Leader’s personality, intelligence and creativity 

Leadership theory and application 

Dyadic relationships, fellowships and team leadership 

Motivation, satisfaction and performance 

Leadership skills 



Module: Strategic Module: Financial Strategic Management Financial Management (EDPSFMY) -(EDPSFMY) 12 Credits - 12 Credits 


International finance International strategies finance strategies 

Strategic financial Strategic decisions financial decisions 

Wealth creation Wealth creation 

Investment strategies 

Investment strategies 

Merger and acquisition Merger and acquisition 

Financial engineering Financial engineering 

Module: Strategic Module: Management Strategic Management (EDPSTMX) -(EDPSTMX) 12 Credits - 12 Credits 


Concepts of business Concepts and of corporate business and strategy corporate strategy 

Situational analysis 

Situational analysis 

Creativity, innovation Creativity, and innovation organisational and organisational entrepreneurship entrepreneurship 

Organisational Organisational design design 

Strategic implementation 

Strategic implementation 

Module: Change Module: and Change Transformation and Transformation Management Management (EDPCTMC) -(EDPCTMC) 12 Credits - 12 Credits 


Nature and causes Nature of and change causes of change 

Change strategies Change and strategies models and models 

Leadership and Leadership change and change 

Organisational Organisational culture and change culture and change 

Politics of change Politics of change 

Strategies for Strategies valuing diversity for valuing diversity 

Module: Strategic Module: Project Strategic Management Project Management (EDPPJMX) - (EDPPJMX) 12 Credits - 12 Credits 


Projects in contemporary Projects in contemporary organisations organisations 

Project organisation Project and organisation integration and integration 

Project roles, Project responsibility roles, responsibility and authority and authority 

Project failure Project and success failure and success 

Current trends Current in project trends management in project management 

Project management Project management and the futureand the future 

Module: Strategy Module: Dynamics Strategy and Dynamics Global Business and Global (EDPSDGN) Business -(EDPSDGN) 12 Credits - 12 Credits 


The new business The new landscape business landscape 

Creating competitive Creating advantage competitive advantage 

Competitive and Competitive co-operative and dynamics co-operative dynamics 

Competition in Competition an international an context international context 

Building and sustaining Building and success sustaining success 



243

Module: E-Business and Technology Management (EDPMTCY) - 12 Credits 

Content: 

 

 

 

 

 

 

 

 

 

E-commerce and technology overview 

Technology management models 

Integrating technology and strategy 

Design and evolution of technology strategy 

Developing innovative capabilities 

Creating and implementing a development strategy 

E-commerce markets and business models 

E-commerce customer interfacing, branding and communications 

E-commerce implementation and metrics 

Fundamental Management Programme (01392) 


Purpose: 

To equip entry-level managers with theoretical knowledge and hands-on skills that enable them to handle 

fundamental management aspects and to be team leaders in rapidly changing organisations 

Target group: 

First-level managers; supervisors; foremen; superintendents; small business managers 


Applicants must have a Senior Certificate and at least three year’s work experience.Admission is granted on the 

understanding that students are be able to attend syndicate group meetings and the compulsory study schools at 

the SBL in Midrand.Apply well in advance to ensure admission; you can view the application form by visiting the 

SBL website: www.sblunisa.ac.za. a clear photocopy of the form can be used. 






Module: The Management Process (FMPMPOV) - 12 Credits 

Content: 

 

 

 

 

Impact of the business environment 

Understanding the business system 

The management process 

The supervisor’s role in the management process 

Module: Module: Introduction to Financial Management (FMPIFMQ) - 12 Credits 

Content: 



Overview of accounting Overview of accounting 

Preparation of Preparation financial statements of financial statements 

Financial statements Financial analysis statements analysis 

Cost determination Cost determination 

Costing methods Costing methods 

Budgeting and Budgeting control and control 

Module: Labour Module: and Employee Labour and Relations Employee (FMPLER6) Relations - (FMPLER6) 12 Credits - 12 Credits 


Basic Labour Law Basic Labour Law 

The South African The South system African of labour system relations of labour relations 

Dealing with shop Dealing stewards with shop and stewards trade unions and trade unions 

Employee involvement Employee and involvement participation and participation 



Discipline and Discipline dismissal and of employees dismissal of employees 

Handle grievances Handle in the grievances workplace in the workplace 

Handle labour Handle conflict labour and industrial conflict and action industrial action 

Module: Leadership Module: and Leadership Interpersonal and Interpersonal Skills (FMPLISG) Skills - 12 (FMPLISG) Credits - 12 Credits 


Develop self-awareness Develop self-awareness and assertiveness and assertiveness 

Solve problems Solve creatively problems creatively 

Develop leadership Develop competency leadership competency 

Communicate Communicate supportively supportively 

Gain power and Gain influence power and influence 

Motivate others Motivate others 

Manage conflict Manage conflict 

Counsel subordinates Counsel subordinates 

Module: Activity Module: Planning Activity and Planning Control and (FMPAPCA) Control -(FMPAPCA) 12 Credits - 12 Credits 


Introduction to Introduction activity planning to activity and control planning and control 

Design of operating Design systems of operating systems 

Operate systems Operate in steady systems statein steady state 

Module: Occupational Module: Occupational Health and Safety Health (OHS) and Safety (FMPOHSP) (OHS) -(FMPOHSP) 12 Credits - 12 Credits 


Legal framework Legal framework 

Ethical implications Ethical implications 

Values underlying Values successful underlying OHS successful programmes OHS programmes 

Systems required Systems for successful required for OHS successful programmes OHS programmes 

Measurement Measurement 

Documentation Documentation 


245

Management Development Programme (75213) 


Purpose: 

The Management Development Programme (MDP) aims to equip middle managers with the means to become 

effective managers pursuing the goals of excellence within their own organisations. The programme is designed to 

facilitate an understanding of and the ability to integrate and apply the key competencies required for each of the 

functional areas of business. MDP students are managers with at least three years’ managerial experience who have 

been earmarked by their companies for further development. Students acquire knowledge and skills in various key 

areas of Business Management. 

Target group: 

Managers with at least three years’ managerial experience and managers earmarked by their companies for further 

development 


Applicants must have a Senior Certificate and at least three years’ managerial experience.Admission is granted 

on the understanding that students are able to attend weekly syndicate group meetings and the compulsory 

study schools at the SBL in Midrand.The application form is available on SBL website: www.sblunisa.ac.za. A clear 

photocophy of the form can also be used. 






Module: Strategy Implementation (MDP111M January / MDP121P June) - 12 Credits 

Content: 

 

 

 

 

 

 

 

System thinking and decision-making 

Organisation structures 

Management structures and management roles 

Tactical planning 

Tactical and operational control 

Implementation of strategic project and decision-making 

Integrate management systems 

Module: Operations and Supply Chain Management (MDP112N January / MDP122Q June) - 12 

Content: 

 

 

 

The value chain concept 

Delivery processes for products and services 

Total quality management and business re-engineering 

Module: Marketing and Information Management (MDP113P January / MDP123R June) - 12 Credits 

Content: 

 

 

 

 

 

Market and the marketing management process 

Analyse marketing opportunities 

Development of marketing strategies and marketing mixes 

Global marketing 

Social responsibility and marketing ethics 



Module: Marketing Module: and Marketing Information and Information Management Management (MDP113P January (MDP113P / MDP123R January June) / MDP123R - Credits June) - 12 Credits 


Market and the Market marketing and the management marketing management process process 

Analyse marketing Analyse opportunities marketing opportunities 

Development Development of marketing strategies of marketing and strategies marketing and mixes marketing mixes 

Global marketing Global marketing 

Social responsibility Social responsibility and marketing and ethics marketing ethics 

Module: Mobilising Module: People Mobilising (MDP114Q People January (MDP114Q / MDP124S January June) / MDP124S - Credits June) - 12 Credits 


Manage the human Manage resources the human of organisations resources of organisations in the South African in the South context African context 

Establish employment Establish relations employment and equity relations and equity 

Labour relations Labour dynamics relations dynamics 

Module: Financial Module: and Financial Management and Management Accounting (MDP115R:January Accounting (MDP115R:January / MDP125T June) / MDP125T - Credits June) - 12 Credits 


Essentials of financial Essentials accounting of financial and accounting control systems and control systems 

Financial analysis Financial and working analysis capital and working management capital management 

Cost-volume-profit Cost-volume-profit analysis and management analysis and management accounting techniques accounting techniques 

Costing systems Costing that facilitate systems planning that facilitate and control planning decisions and control decisions 

Relevant costs Relevant for decision-making costs for decision-making and capital investment and capital planning investment planning 

Module: Economics Module: for Economics Business for (MDP116S Business January (MDP116S / MDP126U January June) / MDP126U - Credits June) - 12 Credits 


The method and The scope method of economics and scope of economics 

Formulation of Formulation a demand and of a supply demand curve and supply curve 

Construction of Construction a macro-economic of a macro-economic model model 

Develop an articulated Develop an view articulated about the view forces about of economic the forces growth, of economic employment, growth, employment, information and information external and external 

stability stability 


247

Practical Project Management Programme (75256) 


Purpose: 

The Practical Project Management Programme (PPM) is a 12-month programme which is highly sought after 

in the marketplace as it equips entry-level managers with the skills to transform ideas into successful projects or 

ventures. 

Since its introduction in 1993 the programme has increasingly been updated to meet market needs. Its aim is to 

provide practical experience and knowledge in project management and it is designed to ensure that theoretical 

infrastructure complements practice 

Target group: 

Anyone interested in or already involved with projects who wish to further develop their skills in project 

management 


Applicants must have a Senior Certificate and at least three years’ work experience.Admission is granted on the 

understanding that students are able to attend syndicate group meetings and the compulsory study schools at the 

SBL in Midrand.Apply well in advance to ensure admission. The application form is available on SBL website: www. 

sblunisa.ac.za. A clear photocopy of the form can also be used. 






Module: Project Planning (PPMPPE3) - 12 Credits 

Content: 

 

 

 

 

 

Human factors that play a role in organisations 

Functioning of project teams 

Conflict on projects 

Types of conflict 

Joint problem solving 

Module: Cost Management (PPMCMEH) - 12 Credits 

Content: 

 

 

 

 

 

 

 

 

 

 

Role of financial management 

Financial feasibility analysis 

Ranking prospective projects 

Cost, budgeting and variance analysis 

Payback period 

Return on investment 

Nett present value 

Internal rate of return 

Cash flow analysis 

Risk and uncertainty 



Module: Project Module: Scheduling Project and Scheduling Control and (PPMPSEA) Control -(PPMPSEA) 12 Credits - 12 Credits 


Resource estimates Resource and estimates forecasts and forecasts 

Project scheduling Project scheduling 

Project control Project control 

The concept of The uncertainty concept of uncertainty 

o Uncertainty o Uncertainty 

o Resources, oestimates Resources, and estimates forecasts and forecasts 

o Management o Management by exception by exception 

Project audits Project audits 

Techniques for Techniques maximisation for maximisation of wealth of wealth 

Value analysis Value analysis 

Module: Supply Module: Chain Supply Management Chain Management (PPMSCMQ) (PPMSCMQ) - 12 Credits - 12 Credits 


Basic concepts Basic in material concepts management in material management 

Planning and control Planning in and supply control chainin supply chain 

Management Management of improvements of improvements in supply chainin supply chain 

Module: Labour Module: Law Labour and Contracts Law and (PPMLLCB) Contracts - (PPMLLCB) 12 Credits - 12 Credits 


Basic principles Basic of the principles Law of of Contract the Law of Contract 

Basic principles Basic of negotiation principles of and negotiation alternative and dispute alternative resolution dispute resolution 

Underlying principles Underlying of mediation principles and of mediation arbitration and and arbitration the hybrid and processes the hybrid of alternative processes of dispute alternative resolution dispute resolution 

Selected aspects Selected of the aspects Employment of the Equity Employment Act Equity Act 

Selected aspects Selected of the aspects Labour of Relations the Labour Act Relations Act 

Selected aspects Selected of the aspects Basic conditions of the Basic of the conditions Employment of the Act Employment Act 

The responsibilities The responsibilities employers have employers towards have their towards employees their in employees terms of the in Occupational terms of the Occupational Health and Safety Health and Safety 

Act (OHS), Compensation Act (OHS), Compensation for Occupational for Occupational Injury and Diseases Injury Act and and Diseases the Unemployment Act and the Unemployment Insurance Fund Insurance Fund 

Act Act 

Public Sector Public Governance Sector Governance (75396) (75396) 



Since publication Since of publication the King III of Report the King on Corporate III Report on Governance, Corporate the Governance, urgent need the for urgent governance need for in governance all sectors of in all sectors of 

the business environment the business has environment been highlighted. has been The highlighted. course advocates The course an integrated advocates an approach integrated to good approach governance to good governance 

by including principles by including of good principles social, of ethical good social, and environmental ethical and environmental practice. With practice. the expertise With the of the expertise Unisa Graduate of the Unisa Graduate 

School of Business School Leadership of Business (SBL) Leadership students (SBL) will be students provided will with be provided theoretical with and theoretical practical competencies and practical competencies to to 

evaluate and implement evaluate and good implement governance good in governance the public sector. in the public sector. 



249

Target group: 

Senior executives and directors 


Applicants must have a Senior Certificate, a Bachelors degree and five years’ relevant work experience.Ability to 

learn independently.Apply well in advance to ensure admission. The application form is available in this brochure or 

visit the SBL website: www.sblunisa.ac.za. A clear photocopy of the form can also be used 


Semester dates 

Module: Public Sector Governance (PSGI01J) - 12 Credits 

Content: 

 

 

 

Duties and Responsibilities of Boards, Directors and Committees 

Public Sector Governance and Strategy 

Risk, Information and Reporting 

Programme in Strategic Human Resource Management (76740) 


Purpose: 

The Strategic Human Resources Management Programme (SHRM) responds to the increasingly dynamic and 

competitive business environment and the transformed legislative framework within which business is conducted 

and human resources are managed. 

Participants will be equipped with the skills and abilities to link human resource decisions to business strategy and 

performance. They will do this by creating alignment between human resources and business strategies, designing 

work systems that allow employees to contribute to organisational performance, establishing appropriate staffing 

and compensation systems to attract, retain ethics and learning how to use quantitative tools to cost human 

resources. 

Target group: 

Middle to senior employees in human resource management positions in organizations. Participants must have at 

least three to five years of experience in middle to senior level human resource management position and a senior 

certificate. 


Applicants must have a Senior Certificate and at least three years’ managerial experience.Admission is granted 

on the understanding that students are able to attend weekly syndicate group meetings and the compulsory 

study schools at the SBL in Midrand.The application form is available on SBL website: www.sblunisa.ac.za. A clear 

photocopy of the form can also be used. 








Module: Strategic Module: Management Strategic Management – Principles and – Principles Practice and (PSHR01M) Practice -(PSHR01M) 12 Credits - 12 Credits 


Concept of strategy Concept and of strategic strategy management 

and strategic management 

Components of Components an organisation’s of organisation’s environment environment 

Competitive strategies Competitive strategies 

Effective implementation Effective implementation of strategies of strategies 

An Integrated An approach Integrated to strategic approach management to strategic management 

Module: Human Module: Resource Human Leadership Resource (PSHR02N) Leadership -(PSHR02N) 12 Credits - 12 Credits 


The South African The South & African African Organisation & African Organisation 

Developing Human Developing Resources Human agendas Resources agendas 

Competitive value Competitive value 

Ethics Human Ethics Resource Human Management Resource Management 

Module: Financial Module: and Financial Accounting and Perspectives Accounting Perspectives on HR Management on HR Management (PSHR03P) - (PSHR03P) 12 Credits - 12 Credits 


Human Resource Human accounting Resource accounting 

Management Management control and management control and management accounting accounting 

Cost classification Cost and classification cost behavior and cost behavior 

Operations and Operations HR management and HR management 

Variable costing Variable and HR costing decisions and HR decisions 

Performance evaluation Performance evaluation 

Module: Compensation Module: Compensation as a Value Creating as a Value Function Creating (PSHR03Q) Function -(PSHR03Q) 12 Credits - 12 Credits 


Objectives, Design Objectives, and Elements Design and of Compensation Elements of Compensation System System 

Principles of value-chain Principles of compensation 

value-chain compensation 

Newman - Krzystofiak Newman View - Krzystofiak Compensation View of Compensation as a value-added as a function value-added function 

Benefits strategies Benefits strategies 

Module: Strategic Module: Resourcing Strategic and Resourcing Learning and Organisations Learning Organisations (PSHR05R) - (PSHR05R) 12 Credits - 12 Credits 


Strategic HRM: Strategic Building HRM: research Building based research practicebased practice 

Strategic resourcing Strategic resourcing 

Learning and Learning development and development in organizations in organizations 

Module: Dispute Module: Resolution Dispute for Resolution HR Managers for HR (PSHR06S) Managers - (PSHR06S) 12 Credits - 12 Credits 


Conflict management Conflict management and dispute resolution and dispute resolution 

Mediation, Conciliation Mediation, and Conciliation Arbitration and Arbitration 

Negotiation, Facilitation Negotiation, and Facilitation Chairing and Chairing 

Planning and preparing Planning and for preparing Mediation for and Mediation Arbitration and Arbitration 


251

Broad-Based Black Economic Empowerment Management 

Development Programme (76770) 


Purpose: 

To provide learners with the tools and the ability to work within the provisions of the B-BBEE Act, 53 of 2003 and 

other relevant policies. 

Target group: 

Verification Agencies; Accountants; Auditors; Supply Chain Management Practitioners in Government and in State 

Owned Enterprises; Employers of entities being verified for Broad Based Black Economic Empowerment (B-BBEE) 

compliance. 


Students who register for this module should have obtained a qualification in related studies equivalent to NQF 6 


JSemester registration dates 

Module: B-BBEE Legislative and Strategic Framework (BBBEE0N) - 12 Credits 

Content: 

Theory of transformation; The role of organisational change in South Africa; The Broad Based Black Economic 

Empowerment (B-BBEE) legislative environment; General Principles and the Generic Scorecard; Scorecards for 

Specialised Enterprises; Framework for Qualifying Small Enterprises. 

B-BBEE Ownership and Best Practices (BBBEE04) - 12 Credits 

Content: 

Evaluating ownership in complex structures and Qualifying Small Enterprises; The New Company Act; King 3 

Codes of Corporate Governance; Black Beneficial Ownership in simple and in complex structures. 

Module: Management Control, Employment Equity and Skills Development (BBBEE05) - 12 Credits 

Content: 

 

 

 

B-BBEE verification methodologies for evaluating and measuring employment equity; 

B-BBEE verification methodologies for evaluating and measuring skills development; 

B-BBEE verification methodologies for evaluating and measuring management control in large companies and 

in Qualifying Small Enterprises. 

Module: Enterprise and Socio-Economic Development Through Procurement (BBBEE06) - 12 Credits 

Content: 

Procurement of goods and services life cycle process; Fundamentals of procurement planning 

procurement of goods and services to conform with B-BBEE requirements 

Government Preferential Procurement Regulations (2009) 

Module: Public Finance and Principles of Accounting (BBBEE07) - 12 Credits 

Content: 

 

 

 

 

Principles of financial accounting 

accounting rules and regulations 

financial reporting covering annual reports, annual accounts, interpretation of accounts, and business valuation 

South African Government Public Finance Management Act (2000) and how it fits into the requirements of 

the Broad-Based Black Economic Empowerment Act (2003) 



253

Centre for Transport Economics, 

Logistics and Tourism 

Enquiries for the Short Learning Programmes offered through the Centre 

for Transport Economics, Logistics and Tourism should be directed to: 

When enquiring about any of the short learning programmes (SLPs) at the Centre for Business 

Management, Please refer to the SLP qualification code listed below the name of the respective SLP. 

Please address general queries to: 

The Head: Centre for Transport Economics, Logistics and Tourism, 

AJH van der Walt Building, Unisa 

Floor: 02-016 

General enquiries: 

Tel: (012) 429 4027 / 4667 / 4729 / 4317 Fax: (012) 429 4678 

E-mail: teltinfo@unisa.ac.za 

Registrations: 

Tel: (012) 429 4027 / 4667 / 4729 / 4317 Fax: (012) 429 4678 


Mrs S Groenewald 

Centre for Transport Economics, Logistics and Tourism 


Tel: (012) 429 4027 Fax: (012) 429 4678 


Short Course in Bed and Breakfast Management (71412) 


Purpose: 

To equip students with the background of hospitality in all the different levels and to provide the different 

components the student. 

Target group: 

Any student who would like to establish his/her own Guest House and use their entrepreneurial skills within the 

hospitality and tourism industry and apply the information on effectively running their enterprises. 


Senior Certificate or an equivalent NQF level 4 qualification or suitable, relevant experience based on individual 

portfolio’s 


1st semester 1 December to 31 January and 2nd semester 1 May to 30 June 



Module: SBed-and-Breakfast Module: SBed-and-Breakfast Management Management (BBMN014) -(BBMN014) 12 Credits - 12 Credits 


Planning your Planning Guest House your Guest House 

Building your Building Guest House your Guest House 

Marketing your Marketing Guest House your Guest House 

Operating your Operating Guest House your Guest House 

Dealing with your Dealing guests with form your reservation guests form to reservation departure to departure 

The services rendered The services by your rendered Guest by House your Guest House 

Ensuring the health, Ensuring hygiene the health, and safety hygiene of your and safety Guest of House your Guest House 

Short Course Short in Course Meetings, Meetings, Incentives, Incentives, Conferences Conferences and Exhibitions and Exhibitions (71447) (71447) 



To equip students To equip with students knowledge with and knowledge skills to effectively and skills arrange to effectively a meetings arrange or a small meetings event or (e.g. small exhibition, event (e.g. exhibition, 

congress, summit, congress, working summit, group, working conference, group, incentives conference, or function) incentives or function) 


The short course The should short course assist students should assist within students the travel within and the tourism travel industry and tourism who industry would like who to make would a like career to make in a career in 

the meetings, the incentives, meetings, conferences incentives, and conferences exhibitions and industry, exhibitions personal industry, assistants, personal secretaries, assistants, Bed-and-Breakfast 

secretaries, Bed-and-Breakfast 

and guesthouse and owners, guesthouse conference owners, organisers, conference incentive organisers, companies incentive and companies people who and would people like who to make would a like career to make a career 

change. change. 


Senior Certificate Senior Certificate an equivalent or an NQF equivalent level 4 qualification NQF level 4 or qualification suitable experience or suitable experience 


1st semester 1st December semester to 1 31 December January to and 312nd January semester and 2nd 1 May semester to 30 June 1 May to 30 June 

Module: Meetings, Module: Incentives, Meetings, Conferences Incentives, Conferences and Events (MICE01A) and Events - (MICE01A) 12 Credits - 12 Credits 


UNIT 1: UNIT 1: 

Meetings and Meetings events definitions and events definitions 


Standard operational Standard terms operational terms 


The client brief The client brief 


The client brief The checklist client brief checklist 


Site selectionSite selection 


Proposal Proposal 


Pre-conference Pre-conference 


The conference The conference 


255

Short Course in Tour Operators Management (71439) 


Purpose: 

To equip a student with the background of hospitality in all the different levels and to provide the different 

components to the student 

Target group: 

Aspiring tour operators, personnel working in an established tour operating business, personnel working in 

associated tourism sectors such as the hospitality industry 


Senior Certificate or an equivalent NQF level 4 qualification or suitable experience 


1st semester: 1 December to 31 January 

2nd semester 1 May to 30 June 

Module: Tour Operators Management (TOPM01D) - 12 Credits 

Content: 

UNIT 1: 

A business in tourism 

UNIT 2: 

The world of tourism 

UNIT 3: 

Your customer: the tourist 

UNIT 4: 

The transport sector 

UNIT 5: 

The accommodation sector 

UNIT 6: 

The attraction sector 

UNIT 7: 

The industrial and commercial sector 

UNIT 8: 

The destination organisers sector 

UNIT 9: 

The travel organisers sector 

UNIT 10: 

Assessing your skills and characteristics in order to be a successful tour operator 

UNIT 11: 

Turning your ideas into opportunities 

UNIT 12: 

Drawing up a business plan 

UNIT 13: 

Setting up a tour operating business 

UNIT 14: 

Running tour operating business in South Africa and Legal Implications 

UNIT 15: 

Building and expanding a tour operation business 

UNIT 16: 

Practical hands on activities 


Short Course Short in Course Tourism in Awareness Tourism Awareness (71420) (71420) 



To provide the To broader provide community the broader with community basic tourism with basic awareness tourism of awareness the tourism of industry the tourism and practically industry and relating practically relating 

aspects of how aspects to make of how money to make out of money tourism, out and of becoming tourism, and entrepreneur 

becoming an entrepreneur 


Any student wishing Any student to enter wishing the tourism enter industry the tourism and become industry more and become aware of more the community aware of the and community the benefits and the benefits 

tourism provides tourism provides 


Senior Certificate Senior Certificate an equivalent or an NQF equivalent level 4 qualification NQF level 4 or qualification suitable experience. or suitable experience. 


1st semester: 1st 1 December semester: to 1 31 December January to 31 January 

2nd semester: 2nd 1 May semester: to 30 June 1 May to 30 June 

Module: Tourism Module: Awareness: Tourism Awareness: How to Profit How from to Tourism Profit from (TAWR01F) Tourism -(TAWR01F) 12 Credits - 12 Credits 


 

 

 

 

 

 

 

 

The hospitality The industry hospitality (housekeeping, industry (housekeeping, reception, guest reception, services, guest etc) services, etc) 

Tour operators Tour (ground operators handlers, (ground freelance handlers, work, freelance self-catering, work, etc) self-catering, etc) 

Travel industry Travel (ground industry staff, (ground working staff, at airports, working administrative at airports, administrative positions, etc) positions, etc) 

Travel and tourism Travel offices and tourism (information offices desks) (information desks) 

Business travel Business industry travel (conference industry organiser) (conference organiser) 

The transportation The transportation industry dealing industry with tourism dealing with tourism 

The future of The tourism future in South of tourism Africain South Africa 

Entrepreneurship Entrepreneurship and how the student and how could the student benefit out could of benefit tourismout of tourism 

Programme Programme in Business Business Logistics: Logistics: A Transport A Transport Approach Approach (01902) (01902) 



The purpose of The the purpose programme of the is programme to provide qualifiers is to provide with qualifiers the necessary with the knowledge, necessary skills knowledge, and applied skills and applied 

competency to competency manage logistics to manage in logistics enterprise in an in an enterprise integrated manner. integrated manner. 


People who follow People a management who follow a management career or plan career to follow or plan such to career follow in such Logistics. career The in Logistics. programme The focuses programme on focuses on 

lower and middle lower management. and middle management. Emphasis is placed Emphasis on distribution placed on with distribution brief reference with brief also reference to procurement also to procurement and and 

production. People production. working People in an working environment in an where environment customer where service, customer warehousing, service, warehousing, inventory management, inventory management, 

transport management, transport management, materials management materials management and order processing and order is of processing particular is importance, of particular would importance, benefit would benefit 

from this programme. from this programme. Employment opportunities Employment opportunities exist in manufacturing exist manufacturing enterprises, wholesalers enterprises, and wholesalers distributors, and distributors, 

retailers and third retailers party and logistics third party firms. logistics firms. 


Senior Certificate Senior Certificate an equivalent or an NQF equivalent level 4 qualification NQF level 4 and qualification numerical and skills numerical on the NQF skills level on the 3. Applicants NQF level who 3. Applicants who 

do not qualify, do but not who qualify, have but suitable who experience have suitable may experience apply to the may Head apply of to Department the Head of for Department consideration. for consideration. 


1st semester: 1st 1 December semester: to 1 31 December January to 31 January 

2nd semester: 2nd 1 May semester: to 30 June 1 May to 30 June 



257

Module: Conceptual Framework and Structure (PRBL01Y) - 12 Credits 

Content: 

 

 

 

Important concepts and definitions relevant to logistics (these include logistics, management, lowest total cost, 

system approach, trade-off analysis, marketing) 


Elements of customer service, developing customer service strategies, cost of customer service, customer 

account profitability 

Module: Integrated Logistics Management (PRBL023) - 12 Credits 

Content: 

 

 

 

 

 

 

 

Principles involved in integrated planning, implementation and control of logistics. 

Issue management 

Supply chain management 

Demand forecasting 

Logistics requirement planning 

Logistics organization 

Logistics audits 

Module: Logistics Activities (PRBL034) - 12 Credits 

Content: 

 

 

 

 

 

Distribution channel (supply chain) strategies 

Types, function and location of facilities (mainly warehouses or distribution centres) 


Materials handling and Packaging 

Order processing 

Module: Transport Systems, Decisions and Strategies (PRBL045) - 12 Credits 

Content: 

 

 

 

 

 

 

 

 

The role of transport in logistics 

Structure of the transport system 

Characteristics and relative merits of transport modes 

Strategic transport planning 

Transport strategies 

Carrier selection 

Shipper/carrier negotiation 

The basic principles of scheduling 


Programme Programme in International in International Freight Management Freight Management and Administration and Administration for for 

Importers Importers and Exporters and Exporters (01929) (01929) 



The purpose of The the purpose programme of the is programme to improve is the to knowledge improve the and knowledge skills of persons and skills who of are persons directly who or are indirectly 

or indirectly 

involved in importing involved and in importing exporting and goods, exporting the transport goods, the and transport logistics involved and logistics in this involved process in or this who process are planning or who are planning 

to enter the importing to enter the and importing exporting and fieldexporting field 


Middle management Middle management in the import in and the export import industries and export as well industries as freight as well transport as freight operators transport operators 


Senior Certificate Senior Certificate an equivalent or an NQF equivalent level 4 qualification. NQF level 4 Applicants qualification. who Applicants do not qualify, who do but not who qualify, have but suitable who have suitable 

experience may experience apply to the may Head apply of to Department the Head of for Department consideration. for consideration. 


1st semester: 1st 1 December semester: – 131 December January – 31 January 

2nd semester: 2nd 1 May semester: – 30 June 1 May – 30 June 

Module: Introduction Module: Introduction to Management to Management in Importing an and Importing Exporting and Environment Exporting Environment (PRFM01N) -(PRFM01N) 12 - 12 



 

 

 

 

 

 

 

 

International trade International developments trade developments 

International economy International economy 



Exchange rates Exchange rates 

Government intervention Government intervention 

Modern arguments Modern relating arguments to protection relating to protection 

Trade policy Trade policy 

Role of the World Role Trade of the Organisation 

World Trade Organisation 

Module: Importing Module: and Importing the Customs and the Clearance Customs Process Clearance (PRFM02P) Process -(PRFM02P) 12 Credits - 12 Credits 


 

 

 

 

 

 

 

 

The role of Customs The role in of the Customs clearance in the of goods clearance imported of goods into imported South Africa into South Africa 

The procedures The involved procedures in the involved clearance in the of goods clearance imported of goods into imported South Africa into South Africa 

Customs terminology Customs and terminology definitions and definitions 

Customs and Customs import control and import control 

Tariff classification Tariff classification 

Import documentation 

Import documentation 

Rebates, refunds Rebates, and drawbacks refunds and drawbacks 

Dangerous and Dangerous hazardous and goods hazardous goods 



259

Module: Freight Forwarding (PRFM03Q) - 12 Credits 

Content: 

 

 

 

 

 

 

 

 

Strategic channel intermediaries 

International trade contracts 

Foreign trade terms (Incoterms) 

Finance contracts, letters of credit 

Export credit insurance 

Contracts of carriage, bills of lading, air waybills 

Marine insurance 

Freight forwarder and clearing agent 

Module: Export Practices and Cargo-Handling Methods (PRFM04R) - 12 Credits 

Content: 

 

 

 

 

 

Protection and packaging of freight 

Ocean freight and port operations 

Airfreight 

Export documentation and steps involved in exporting goods 

Costing for exports 

Programme in Road Transport Management (01910) 


Purpose: 

To provide qualifiers with the necessary knowledge, skills and applied competency to manage a road transport 

enterprise effectively and efficiently 

Target group: 

Entrepreneurs who own and operate small transport businesses or middle management in larger road freight 

and passenger transport enterprises. Apart from opportunities in professional transport enterprises, employment 

opportunities also exist in other sectors of the economy, for example services, manufacturing, wholesale, retail and 

mining. Many firms in these sectors own and operate their own fleet of vehicles and require personnel with the 

relevant knowledge and skills to manage a fleet. 


Senior Certificate or an equivalent NQF level 4 qualification with numerical skills on the NQF level 3 or evidence of 

appropriate experience 


First semester: 1 December – 31 January 

Second semester: 1 May – 30 June 



Module: Introduction Module: Introduction to Transport to Management Transport Management (PRRT013) -(PRRT013) 12 Credits - 12 Credits 


Conceptual framework Conceptual framework 

The transport The management transport management environment environment 

The transport The process transport process 

Types, functions Types, and functions elements and of transport elements of transport 

Transport technology Transport and technology information and information 

Various transport Various services transport services 

Application of Application management of management functions and functions elements and in transport elements in transport 

Integrated transport Integrated management transport management 

Module: Transport Module: Operations Transport Management Operations Management (PRRT024) - (PRRT024) 12 Credits - 12 Credits 


Fleet planning Fleet planning 

Scheduling 

Scheduling 

Tire management Tire management 

Fuel efficiency Fuel efficiency 

Vehicle utilisation Vehicle and utilisation fleet productivity and fleet productivity 

Demand analysis Demand analysis 

Service quality Service quality 

Controlling transport Controlling operations transport operations 

Module: Costing, Module: Tariffs Costing, and Financing Tariffs and (PRRT035) Financing - (PRRT035) 12 Credits - 12 Credits 


Cost concepts Cost and concepts structure and structure 

Recording costs 

Recording costs 

Calculating costs Calculating of vehicles, costs trips of vehicles, and routes trips and routes 

Determining tariffs Determining (rates) tariffs (rates) 

Budgeting and Budgeting budgetary and control budgetary control 

Profitability analysis Profitability analysis 

Financial justification Financial justification 

Sources and methods Sources and of financing methods of financing 

Evaluation of financial Evaluation performance of financial performance 

Module: Transport Module: Policy Transport and Regulation Policy and (PRRT046) Regulation - (PRRT046) 12 Credits - 12 Credits 


Need for and Need elements for and of sound elements transport of sound policy transport policy 

South African South Road Transport African Road Policy Transport and Legislation Policy and Legislation 

Conforming to Conforming RTQS (operator, RTQS vehicle (operator, and driver vehicle fitness) and driver fitness) 

Loading vehicles Loading accordance vehicles in with accordance legislation with legislation 

Regulation pertaining Regulation to permissible pertaining to loads, permissible vehicle loads, dimensions, vehicle mass dimensions, distribution mass and distribution vehicle plating and vehicle plating 


261

Programme in Tourism, Travel and Hospitality (76554) 


Purpose: 

To improve the knowledge and skills of persons who are directly or indirectly involved in tourism field or who are 

planning to enter the tourism field 

Target group: 

Persons already working in or planning to enter the middle management level in the tourism field 


Senior Certificate or an equivalent NQF level 4 qualification. Students who do not qualify but who have suitable 

experience may apply to the Head of the Department of Transport Economics, Logistics and Tourism for 

consideration 


First semester: 1 December – 31 January 

Second semester: 1 May – 30 June 

Module: Introduction to Tourism (APTT11W) - 12 Credits 

Content: 

 

 

 

 

 

 

 

Tourism and tourism concepts 

Travel motivation 

Tourism in South Africa 

The tourism industry 

Transport 

Hospitality 

Tourism distribution channels 

Module: Tourism Environment and Resources (APTT12X) - 12 Credits 

Content: 

 

 

 

 

 

 

 

 

The tourism environment and resources 

The business environment of tourism 

Management in the tourism establishment 

Basic principles of accounting 

The recording process 

Control measures 

Communication of information 

Planning and evaluation 



Module: Tourism Module: Marketing Tourism (APTT13Y) Marketing - (APTT13Y) 12 Credits - 12 Credits 


Marketing in perspective Marketing in perspective 

Analysing the Analysing marketing the environment marketing environment 

Marketing research Marketing and its research applications and its in applications the tourism in industry the tourism industry 

Market segmentation, Market segmentation, target market target selection market and selection product positioning and product positioning 

Product decisions Product in the decisions tourism in industry the tourism industry 

Distribution decisions Distribution in the decisions tourism in industry the tourism industry 

Marketing communication Marketing communication decisions for the decisions tourism for industry the tourism industry 

Pricing decisions Pricing in the decisions tourism in industry the tourism industry 

Strategic marketing Strategic planning marketing planning 

Module: Customer Module: Service Customer in Tourism, Service Travel in Tourism, and Hospitality Travel and (APTT143) Hospitality - (APTT143) 12 Credits - 12 Credits 


Challenges and Challenges opportunities and opportunities in tourism in tourism 

Consumer psychology Consumer in psychology tourism in tourism 

Managing service Managing delivery service delivery 

Winning and retaining Winning and customers: retaining interaction customers: interaction 

After the service After encounter the service encounter 


263

Unit for Basics of 

Business 

Enquiries for the Short Learning Programmes offered through the Unit for 

Basics of Business should be directed at: 

Ms H Louw 

Unit for Basics of Business 


Tel: (012) 429 8750 Fax: (012) 429 8297 

E-mail: louwhl@unisa.ac.za 

Programme in the Basics of Business (01899) 

Credits: 48 

Duration: One year NQF Level: 5 

Language: English and Afrikaans 

Purpose: 

To train students to create jobs for them, to make better contributions to the functioning of an enterprise, or to 

manage their existing enterprise more effectively and efficiently. This aim can be achieved only if students and 

entrepreneurs have a basic knowledge of certain fundamental economic and management concepts. 

Target group: 

This short course is targeted at any adult wishing to acquire the necessary skills in basic economic and 

management concepts as well as calculations for decision-making. The short course targets students with a Senior 

Certificate at NQF level 4. 


Senior Certificate or an equivalent NQF level 4 qualification or work experience 


1st semester: December to middle of January 

2nd semester: June to middle of July 

Module: The South African Economy (BASC11N) - 12 Credits 

Content: 

Topic 1: The economic environment 

Different economic systems 

The miracle of the market economy 

A model of the market economy 



Topic 2: Demand, Topic supply 2: Demand, prices supply and prices 

Demand Demand 

Supply Supply 

A model of the A market model of economy the market economy 

 

 

 

 

Price determination Price determination 

Shifts in demand Shifts and in supply demand and supply 

When all other When things all stay other the things samesomething stay the samesomething to think aboutto think about 

Elasticity Elasticity 

Topic 3: Measuring Topic 3: South Measuring Africa’s South economic Africa’s performance economic performance 

Micro economics Micro as economics opposed to as macro opposed economics to macro economics 

The measurement The measurement of total production of total production 

The importance The of importance national accounts of national accounts 

The gross domestic The gross product domestic (GDP) product (GDP) 

The equality of The production, equality of income production, and expenditure income and expenditure 

The components 

The 

of 

components 

total expenditure 

of total expenditure 

Topic 4: The 

Topic 

financial 

4: 

sector 

The financial sector 

The role and 

 

functions 

The role and 

of money 

functions of money 

The financial 

 

system 

The financial system 

Financial intermediaries 

Financial intermediaries 

Financial instruments and markets 

Financial instruments and markets 

Interest rates 

Interest rates 

Topic 5: The public sector: 

Topic 5: The public sector: 

The role of government 

The role of government 

Government expenditure 

Government expenditure 

Government revenue 

Government revenue 

Fiscal policy 

Fiscal policy 

Topic 6: The foreign sector 

Topic 6: The foreign sector 

The basis for trade 

The basis for trade 

South Africa’s imports and exports 

South Africa’s imports and exports 

Exchange rates 

Exchange rates 

The balance of payments 

The balance of payments 

Topic 7: Economic growth, unemployment and inflation 

 

Topic 7: Economic growth, unemployment and inflation 


 


Unemployment 

Inflation 

Unemployment 

Inflation 




265

Module: The Business Enterprise and Management (BASC12P) - 12 Credits 

Content: 

Topic 1: The entrepreneur and the business world 

The role of the entrepreneur and his enterprise in the business world 

A few perspectives on the concept “entrepreneurship” 

Topic 2: Entering the business world (establishing a business) 

How to become an entrepreneur 

The resources needed to become an entrepreneur 

Entering the business world 

Topic 3: The management of the enterprise 

Needs and need satisfaction 

The nature of business management 

General principles of management 

Topic 4: The management process 

Planning Issues 

Organising 

Leading 

Control 

Topic 5: Functional management areas 



Production management 


Human resource management 

Module: Financial, Legal and Risk Issues (BASC13Q) - 12 Credits 

Content: 

Section 1: Accounting and accounting aids 

Topic 1: Basic principles of accountingMeetings and events definitions 

Topic 2: The recording process 

Topic 3: Control measures 

Topic 4: Reporting 

Topic 5: Planning and evaluation 

Section 2: Aspects of commercial law 

Topic 6: Law of contract 

Topic 7: Labour law 

Topic 8: Paying Instruments 

Topic 9: Taxation Topic 

Topic 10: Dispute resolution 

Section 3: Risk management 

Topic 11: Risk and uncertainty 

Topic 12: The risk management process 



Module: Management Module: Management Aids (BASC14R) Aids - (BASC14R) 12 Credits - 12 Credits 


Topic 1: Quantitative Topic 1: decision Quantitative making decision making 

Study unit 1: Study Basic unit concepts: 1: Basic tools concepts: of the trade tools of the trade 

Study unit 2: Study Straight unit lines 2: Straight lines 

Study unit 3: Study Breakeven unit 3: analysis Breakeven analysis 

Study unit 4: Study Depreciation unit 4: Depreciation 

Study unit 5: Study Systems unit of 5: simultaneous Systems of simultaneous equations/linear equations/linear programming: programming: a model and the a model graphical and the graphical 

representation representation of an inequality of an inequality 

Study unit 6: Study Systems unit of 6: simultaneous Systems of simultaneous equations/linear equations/linear programming: programming: optimal solutions optimal solutions 

Study unit 7: Study Decision unit theory: 7: Decision basic theory: principles basic principles 

Topic 2: Industrial Topic Psychology 2: Industrial Psychology 

Study unit 1: Study Industrial unit psychology 1: Industrial and psychology human resources and human management resources management 

Study unit 2: Study General unit principles 2: General of human principles behaviour of human behaviour 

Study unit 3: Study Individual unit differences 3: Individual in differences work behaviour in work behaviour 

Study unit 4: Study Dealing unit with 4: Dealing individuals with individuals 

Study unit 5: Study Interpersonal unit 5: Interpersonal relationships relationships in the workplace in the workplace 

Study unit 6: Study Dealing unit with 6: Dealing groups with groups 

Study unit 7: Study Self-development unit 7: Self-development and personal and productivity personal productivity 

Study unit 8: Study Organisational unit 8: Organisational behaviour behaviour 

Topic 3: Transcultural Topic 3: Transcultural communication communication 

Study unit 1: Study The nature unit 1: of The communication 

nature of communication 

Study unit 2: Study Communication unit 2: Communication in multicultural in enterprises multicultural enterprises 

Topic 4: Business Topic ethics 4: Business ethics 

Study unit 1: Study Theoretical unit 1: aspects Theoretical of business aspects ethics of business ethics 

Study unit 2: Study Core unit values 2: of Core a strong values organisational of a strong organisational culture culture 


267

Centre for 

Decision Sciences 

Enquiries for the Short Learning Programmes offered through the Centre for Decision 

Sciences should be directed at: 

Ms I du Plooy 

Centre for Decision Sciences 

Office 4-109, A J H van der Walt Building, UNISA 

Tel: (012) 429 4006 Fax: (012) 429 4898 

E-mail: deci@unisa.ac.za 

Short Course in Decision Numeracy (72397) 


Purpose: 

To offer skills in basic mathematical and financial calculations 

Target group: 

This short course is targeted at any adult wishing to acquire the necessary skills in basic economic and 

management concepts as well as calculations for decision-making. The short course targets students with a Senior 

Certificate at NQF level 4. 




10 January 2011 to 25 February 2011 

Module: The South African Economy (BASC11N) - 12 Credits 

Content: 

Basic mathematical operations (e.g. addition, subtraction, etc), ratios and percentages, measurement of rectangles, 

squares, triangles, circles, prisms and cylinders, equations in one variable and formulae with more than one variable, 

graphs of linear equations with two variables, simple interest, compound interest, annuities, amortisation 

Course in Artificial Neural Networks (71161) 


Purpose: 

After completing this course the students will be able to solve routine problems in a management environment by 

using the theory and principles of artificial neural networks 




This course is This designed course for is managers, designed for advisors, managers, consultants, advisors, etc, consultants, working in etc, environments working in environments where decisions where have decisions to have to 

be made in situations be made too in situations complex for too traditional complex for problem-solving traditional problem-solving techniques techniques 


Senior Certificate Senior Certificate an equivalent or an NQF equivalent level 4 qualification NQF level 4 with qualification mathematics with of mathematics 50% in higher of 50% grade, in higher be grade, be 

computer literate computer and have literate access and to have the Internet access to the Internet 


10 January 2011 10 January to 25 February 2011 to 2011 25 February 2011 

Module: History Module: and History Principles and of Principles Artificial Neural of Artificial Networks Neural (NEUR01L) Networks -(NEUR01L) 12 Credits - 12 Credits 


The mathematical The mathematical concepts underlying concepts the underlying theory of the artificial theory neural of artificial networks neural networks 

The theory and The principles theory and of artificial principles neural of artificial networks neural networks 

McCulloch-Pitts McCulloch-Pitts model and the model Hebb and rulethe Hebb rule 

Module: Artificial Module: Neural Artificial Networks Neural Models Networks and Models Applications and Applications (NEUR02M) -(NEUR02M) 12 Credits - 12 Credits 


Perceptron and Perceptron Widrow-Hoff and Widrow-Hoff algorithms algorithms 

Back propagation Back propagation 

Associative learning 

Associative learning 

Competitive networks, Competitive applications networks, of applications artificial neural of artificial network neural models network models 

Programme Programme in Mathematical in Mathematical Modelling Modelling of Derivatives of Derivatives (01953) (01953) 



The aim of the The programme aim of the is programme to teach students is to teach how students to use mathematical how to use mathematical models to evaluate models financial to evaluate instruments financial instruments 

and derivatives and in a derivatives systematic in and a systematic consistent and manner consistent manner 


Anyone active Anyone in banking, active treasury in banking, or stock treasury broking or stock functions broking or interested functions in or the interested technical in side the technical of financial side of financial 

engineering would engineering find this would programme find this both programme interesting both and interesting useful and useful 


Senior Certificate Senior Certificate an equivalent or an NQF equivalent level 4 qualification NQF level 4 and qualification have passed and higher have passed grade mathematics higher grade or mathematics an or an 

equivalent equivalent 


10 January to 10 25 January Februaryto 25 February 



269

Module: A Background to the Financial Environment (PDER01M) - 12 Credits 

Content: 

 

 

 

 

 

Nature, purpose and history of money 

Financial system 

Companies act 

Control of financial markets and services 

Foreign markets 

Module: Mathematics of Finance (PDER02N) - 12 Credits 

Content: 

Overview of mathematical concepts 

Simple interest 

Compound interest 

Evaluation of cash flows, annuities and mortgages 

Module: Modelling Futures, Options and Yield Curves (PDER03P) - 12 Credits 

Content: 

Introduction to the mathematical modelling of futures, forward contracts 

Yield curves 

Evaluation of bonds, swaps and options 

Module: Models for Managing Risk (PDER04Q) - 12 Credits 

Content: 

The behaviour of share prices 

Black-Scholes model 

Trading strategies and the management of risk 

Programme in Numerical Skills for Business (70114) 


Purpose: 

This programme is designed to equip students with basic numerical skills for use in everyday business situations 

Target group: 

Anyone in need of basic numerical skills will benefit from this programme. This may include historically 

disadvantaged students or students whose previous learning experience of numerical subjects was so unpleasant or 

such a long time ago that they have no confidence in their mathematical ability. 




10 January to 25 February 


Module: Numbers Module: and Numbers Functions and (NUMS01D) Functions (NUMS01D) - 12 Credits - 12 Credits 


Numbers; operations Numbers; on operations numbers on numbers 

Percentages and Percentages fractions and fractions 

Measurements Measurements 

Variables Variables 

Formulae and Formulae functionsand functions 

Straight lines (break-even Straight lines and (break-even depreciation) and depreciation) 

Quadratic functions 

Quadratic functions 

Module: Business Module: Data Business (NUMS02E) Data -(NUMS02E) 12 Credits - 12 Credits 


Financial indicators Financial (index indicators numbers) (index numbers) 

Simple and compound Simple and interest compound interest 

Annuities Annuities 

Collection, presentation Collection, and presentation description and of description business data of business data 

Module: Optimisation Module: Optimisation (NUMS03F) -(NUMS03F) 12 Credits - 12 Credits 


Equations Equations 

Inequalities 

Inequalities 

Introduction to Introduction and graphical to and solution graphical of linear solution programming of linear programming problems problems 

Module: Decision Module: Structuring Decision (NUMS04G) Structuring (NUMS04G) - 12 Credits - 12 Credits 


PERT PERT 

Minimal spanning; Minimal shortest spanning; route; shortest maximal route; flow; maximal transportation flow; transportation 

Decision analysis Decision analysis 


271

Programme in Cryptography (70572) 


Purpose: 

To introduce students to the principles and processes of cryptographic systems within the context of the 

mathematical analysis and design of such systems and of current business and computational security environments 

Target group: 

This programme is designed for individuals with an interest in the theory and practice of information security. It is 

recommended for professionals dealing with communication security in the information technology, financial and 

intelligence communities. 


Senior Certificate or an equivalent NQF level 4 qualification and have passed higher grade mathematics or an 

equivalent 


10 January to 25 February 

Module: History and Principles of Cryptography (CRYP01V) - 12 Credits 

Content: 

 

 

 

 

 

The nature, purposes and history of cryptography and cryptology 

Classical two-way cryptography and stream ciphers 

Revision of basic mathematics 

The underlying mathematical concepts of pseudo randomness 

The principles and processes of public key crypto-systems 

Module: Modern Encryption Standards (CRYP02W) - 12 Credits 

Content: 

 

 

 

The construction, mathematical representation and complexity of the Data Encryption Standard (DES) 

Principles and application of basic number theory 

The history, construction and applications of the RSA crypto-system 

Module: Complexity Theory and Cryptographic Protocols (CRYP03X) - 12 Credits 

Content: 

 

 

 

The time complexity of an algorithm using Turing machine computations 

P, NP, P-space and NP-space 

Description and critical evaluation of a variety of cryptographic protocols, including DES, RC2, MD5, SHA, PGP 

and GPG 

Module: Applied and Quantum Cryptography (CRYP04Y) - 12 Credits 

Content: 

 

 

 

 

Formulation of a computational process in terms of and using the physics of the quantum mechanical world 

Comparison of the performance of quantum computational processes with the performance of classical 

computation in the fields of cryptography and cryptology 

Cryptographic processes currently in use on public networks such as the Internet and mobile phone systems. 

Introducing cryptographic software and other resources into existing communication processes with emphasis 

on the business environment, including digital signatures 



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