This programme provides a comprehensive foundation for professionals entering or advancing within the investment advisory and employee benefits sector. It begins with an overview of the investment advisory industry, offering insight into its structure, key players, and evolving trends. Participants will gain a thorough understanding of the regulatory framework governing client advice in insurance and investment contexts, ensuring compliance and ethical practice. The programme emphasises the principles of delivering tailored advice on employee and pension fund benefits, equipping advisors to assess organisational needs, evaluate a range of benefit structures, and recommend optimal solutions. Through practical analysis and scenario-based learning, learners will develop the skills to support and deliver advisory services over a sustained period, enabling them to confidently guide clients in structuring retirement and employee benefit strategies that align with both organisational goals and employee well-being.

QUALIFICATION SPECIFICATIONS
• SAQA ID: 105026
• NQF Level: 5
• Credits: 142
• Duration: 8 months
• Accreditation Body: Quality Council for Trade and Occupations

NQF Level 4 qualification with Communication.

OCCUPATION FUNCTION
To advise organisations regarding the selection and implementation of appropriate pension and employee benefit products and systems.

PROGRAMME STRUCTURE
The programme is divided into three modules:
• An overview of the investment advisory industry and regulations
• Employee and Pension Fund advisory services
• Participate in the processes of employee benefits and retirement
structures

The programme consists of:
• Facilitator led online knowledge modules
• Facilitator led online practical modules
• Workplace based learning modules
(29 compulsory workplace-based days)

QUALIFICATION ARTICULATION
• Occupational Certificate: Financial Advisor, NQF level 6, Credits 515

Email: skills@regenesys.net