This programme introduces participants to the essential knowledge and skills required to operate effectively as a Health Care Benefits Advisor within the broader financial and insurance advisory landscape. It begins with an overview of the investment advisory industry, providing context for the interconnected nature of financial and health-related advisory services. Participants will explore the regulatory requirements governing the provision of advice on insurance and investment products, with a specific focus on compliance relevant to health care benefits. The module delves into the core functions of health care benefits advisory services, equipping learners to analyse client needs, design appropriate benefit solutions, and provide informed advice on the introduction and implementation of health care benefit programmes. Through practical engagement and case-based learning, participants will also participate in advisory processes that simulate real-world scenarios, preparing them to support clients in making well-informed, compliant, and sustainable health care benefit decisions.

QUALIFICATION SPECIFICATIONS
• SAQA ID: 105026
• NQF Level: 5
• Credits: 102
• Duration: 4 months
• Accreditation Body: Quality Council for Trade and Occupations

NQF Level 4 qualification with Communication.

OCCUPATION FUNCTION
To advise clients on the selection and use of appropriate healthcare
benefit products and structures.

PROGRAMME STRUCTURE
The programme is divided into two modules:
• An overview of the investment advisory industry and regulations
• Health Care benefits advisory services

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

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

Email: skills@regenesys.net