NQF Level

NQF 1

Credits

34

Duration

3 Years

SAQA Nr

105026

Delivery Mode

Full time or Blended learning

Cost Amount

R 40 000 p.a.

Entry Requirements

  • NQF Level 4 with Communication.

A Financial Advisor analyses the financial needs of clients and facilitates processes to implement solutions that will contribute towards the protection and growth of wealth for clients. Provide advice to clients regarding the use of Long Term Insurance to manage risks and protect wealth. Provide advice to clients regarding the implementation of Employee benefits and Retirement Funds. Provide advice regarding the use of Health Care benefit programmes. Provide advice to clients to grow and protect wealth through appropriate Investments and related methods.

What this qualification consists of

Knowledge
modules

  • Overview of the Investment Advisory Industry.
  • Regulatory requirements for advising clients regarding insurance and investments.
  • Health Care benefits advisory services.
  • Principles of Providing advice to clients regarding the use of Employee and Pension Fund Benefits.
  • Fundamentals of Investments.
  • Principles of Providing advice to clients regarding Insurance, Savings and Retirement Planning.
  • Principles of Providing Advice to clients regarding Investments.

Practical Skills Modules

  • Analyse clients long term wealth creation/protection needs.
  • Evaluate available long-term wealth creation/protection options.
  • Recommend and implement the most appropriate wealth creation/protection options.
  • Analyse the client organisations needs relating to retirement funds and employee benefits.
  • Evaluate the availability of various employee benefit and retirement fund options and structures.
  • Advise client on the most appropriate structuring of retirement funds and employee benefits.
  • Analyse Client needs regarding Health Care Benefits.
  • Provide advice on the introduction of Health Care Benefit Programmes.
  • Research, analyse and conduct due-diligence of investment opportunities.
  • Advise clients regarding potential investment opportunities.
  • Facilitate the implementation of agreed investment decisions. 

Workplace experiences
modules

  • Participate in the processes of wealth creation.
  • Support the provisioning of advice to clients on employee benefits and retirement structures for a period of three to six months.
  • Participate in the processes of providing advice regarding the implementation of Health Care Benefit Programmes.
  • Participate in the processes of advising on investment decisions over a period of six months. 


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