The purpose of this qualification is to prepare a learner to operate as a Financial Advisor. 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.
The purpose of this qualification is to prepare a learner to operate as a Financial Advisor. 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.
A qualified learner will be able to:
- 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
Duration:
12 Months
- 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.
Possible career opportunities for include, but are not limited to,
- 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
Ready to Complete the Application Form?
105026: Financial Advisor
4 Part Qualification Saqa
102022: Long Term Insurance Advisor
105021: Investment Advisor
105030: Healthcare Benefits Advisor
105025: Employee and Pension Fund Benefit Advisor
Financial Advisor – 515 credits – NQF 6
4 Part Qualification
NQF 5
Long Term Insurance Advisor – 180 credits
Healthcare Benefits Advisor – 102 credits
Employee and Pension Fund Benefit Advisor – 110 credits
NQF 6
Investment Advisor – 213 credits
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