This programme provides a comprehensive foundation for professionals seeking to specialise in long-term investment advisory services. It begins with an overview of the investment advisory industry, offering insight into its structure, key stakeholders, and the evolving financial landscape. Participants will explore the regulatory requirements governing the provision of advice on insurance, savings, and investment products, ensuring compliance with relevant legislation and ethical standards. The module focuses on the principles of advising clients on long-term financial planning, including insurance, savings, and retirement strategies. Learners will develop the ability to analyse clients’ long-term wealth creation and protection needs, evaluate available financial instruments, and recommend and implement appropriate solutions tailored to individual goals. Through practical application and case-based learning, participants will also engage in the ongoing processes of wealth creation, equipping them to build lasting client relationships and contribute meaningfully to clients’ financial well-being over time. QUALIFICATION SPECIFICATIONS

• SAQA ID: 105026
• NQF Level: 5
• Credits: 180
• Duration: 8 months
• Accreditation Body: Quality Council for Trade and Occupations

Email: skills@regenesys.net