Sponsored By The European Union
Under European Programme For
Reconstruction And Development
Banking qualifications, e- learning
and the National Qualifications
Framework
(NQF)
Bankseta conference
Samuel B A Isaacs
Executive Officer
South African Qualifications Authority
21 May 2003
Introduction
“Building our new nation demands the
establishment of an integrated
education and training system which
acknowledges the achievements of all
learners equally and supports a learning
nation.”
Prof. Kader Asmal, MP, Minister of Education
Why an NQF for South Africa?
Globalisation
•
•
•
•
•
To promote the development of a nation
that is committed to life-long learning
To ensure quality education and training
Intellectual capital for a competitive
edge
Rapid technological change
Change, change and more change
Why an NQF for South Africa?
•
•
•
•
Democratisation
Response to history of division,
suppression and inequality
Transformation agenda
Vision of an entirely new education and
training dispensation for workers,
learners of all ages
The SAQA Mandate
To oversee the development and implementation of
a National Qualifications Framework (NQF) in terms
of the NQF objectives which are to:
•
•
•
•
•
Create an integrated national framework for learning
achievement
Facilitate access to, and mobility and progression within,
education, training and career paths
Enhance the quality of education and training
Accelerate the redress of past unfair discrimination in education,
training and employment opportunities and thereby,
Contribute to the full personal development of each learner and
the social and economic development of the nation at large.
Vision and Mission
A world class National Qualifications
Framework for South Africa
To ensure the development and
implementation of a National Qualifications
Framework which contributes to the full
development of each learner and to the social
and economic development of the nation at
large
SAQA’s Role and Responsibilities
SAQA ensures that our nation has:
•
A standards setting system
• A quality assurance system
• A comprehensive information system – the
National Learners’ Records Database (NLRD)
SAQA and its Sub-structures
Standards Setting
SAQA
12 NSBs
Quality Assurance
ETQAs
Moderating
bodies
SGBs
National Learners’ Records Database
Providers
Learners
SAQA’s Quality Cycle
•Learning outcomes and
associated assessment
criteria
•Moderation requirements
Accredits
ETQAs
Evaluation
•Learners accredited with
achievements on the NLRD
•Implementation feeds into review of
registered standards and qualifications
•Accredits providers
•Accredits courses
•Registers assessors
Quality Assurance
Standards Setting
Registers standards
and qualifications
26 Qualifications in Banking are
registered on the NLRD:
Title
NQF Level
Provider/SGB
Banking
Level 1
Interim SGB for Education,
training, Development
Diploma: Advanced
Banking
Level 5
RAU
Doctor of Philosophy:
Banking
Level 8 and
above
UP
Bachelor of Banking
Level 6
UNISA
Bachelor of Commerce
Honours: Banking
Level 7
UP
26 Qualifications in Banking are
registered on the NLRD (continued):
Title
NQF Level
Provider/SGB
Bachelor of Commerce:
Banking
Level 6
University Oragne Free State
Bachelor of Commerce:
Banking
Level 6
UP
Bachelor of Technology:
Banking
Level 7
CTP
Bachelors Degree:
Central Banking
Level 6
Institute of Bankers in SA
Bachelors Degree:
Treasury and
International Banking
Level 6
Institute of Bankers SA
26 Qualifications in Banking are
registered on the NLRD (continued):
Title
NQF Level
Provider/SGB
Certficate: Banking
Level 5
Institute of Bankers SA
Certificate: Banking
Level 5
Damelin Education Group
Diploma: Banking
Level 5
UNISA
Diploma: Treasury –
International Banking
Level 5
Institute of bankers SA
Doctor of Commerce:
Banking
Level 8 and
above
UP
26 Qualifications in Banking are
registered on the NLRD (continued):
Title
NQF Level
Provider/SGB
Master of Commerce:
Banking
Level 8 and
above
UP
Master of Laws:
Banking and Stock
Exchange Law
Level 8 and
above
RAU
National Certificate:
Banking
Level 5
CTP
National Certificate:
Security Practices:
Banking and Financial
Institutions
Level 4
Security Officers Board
National Diploma:
Banking
Level 6
CTP
26 Qualifications in Banking are
registered on the NLRD (continued):
Title
NQF Level
Provider/SGB
National Higher Certificate:
Banking
Level 5
CTP
Postgraduate Diploma:
Finance Banking and
Investment Management
Level 7
University of Natal
National Certificate:
Banking
Level 2
SGB Financial Services (NSB 03)
National Certificate:
Banking
Level 3
SGB Financial Services (NSB 03)
National Certificate:
Banking
Level 4
SGB Financial Services (NSB 03)
National Certificate:
Banking
Level 5
SGB Financial Services (NSB 03)
Financial Services SGB
submitted:
•
•
2 Qualifications in Micro- Finance
Levels 3 and 4
15 Unit Standards
These should be registered at next meeting of
the SAQA Authority in June 2003.
SGB for Financial Services has
registered the following Unit
Standards:
•
•
•
•
•
•
•
Banking Levels 2 – 5
International Banking Levels 4 & 5
Asset-based Finance Levels 2, 3, 4 & 5
Factoring and Discounting Level 4
Merchant Banking Levels 4 & 5
Mortgage Finance Levels 4 & 5
Reserve Bank Levels 3 & 4
124
12
17
13
13
9
10
TOTAL
198
The SGB for Financial Services
covers both sectors and the
following Insurance Qualifications
and Standards have been
registered:
•
•
•
•
•
•
National Certificate in Insurance Levels 2 & 3
National Certificate in Long Term Insurance Level 4
National Certificate in Short Term Insurance Level 4
National Certificate in Health Care Benefits Level 4
National Certificate in Health Care Benefits: Claims
Assessment Level 4
National Certificate in Unit Trust Investment Level 4
The SGB for Financial Services
covers both sectors and the
following Insurance Qualifications
and Standards have been
registered (continued):
•
•
•
•
Unit Standards in Group Retirement Benefits Level 4
Unit Standards for Trustees of Retirement Funds
Levels 1 & 3 (x5)
Unit Standards in Financial Literacy Levels 2 – 6 (x28)
Unit Standards in Communication for Financial
Services Qualifications Level 4 (x5)
Qualifications in the
process of registration:
•
•
National certificate in Financial
Services: Wealth Management –
Level 4
National Certificate in Risk
Management – Level 4
Challenges to e-learning in
the Banking sector
1. Building the critical mass of banking
staff to be competent self-directed
learners.
2. Ensuring quality e-learning provision.
3. Monitoring the learning effectiveness
and efficiency in the Banking Sector.
NQF Challenges for the
Bankseta
1.
2.
3.
4.
Ensuring that all learning achievements of the
Banking Sector learners are recorded on the
NLRD.
Ensuring that the full range of qualifications
and standards required by the Banking Sector
is registered on the NQF.
Ensuring accessible, high quality learning to
all learners in the banking Sector.
MOU’s with CHE, Umalusi and other ETQAs.
Michael Barber and Vicki Phillips
HIGH SUPPORT
Slow, even progress
complacency
Rapid progress
High performance
LOW
PRESSURE
HIGH
PRESSURE
Stagnation
Under-performance
Conflict
Demoralisation
LOW SUPPORT
John Kotter : Leading Change
The Relationship of Leadership, Management, Short-term Results
and Successful Transformation
++ Transformation efforts can be
All highly successful transformation
efforts combine good leadership
with good management.
LEADERSHIP
successful for a while but often fail
after short-term results become
erratic.
+
Transformation efforts go nowhere.
Short-term results are possible,
especially through cost cutting or
mergers and acquisitions. But real
transformation programs have
trouble getting started and major,
long-term change is rarely achieved.
+
MANAGEMENT
++
Results Based Management
Balancing the 3 R’s
REACH
Partners/Society
RESULTS
Outputs/Outcomes
Impact
RESOURCES
Physical/Material
Organisational/Human
Risk Analysis
Low risk
Moderate risk
Inputs
Outputs
Activities
Decreasing management control
Outcomes
High risk
Long-term
Impact
We are making the
NQF road by
walking reflectively,
accountably and
boldly.