Occupational Certificate: Financial Advisor
Unlock your potential in the dynamic world of finance with the Occupational Certificate: Financial Advisor – a comprehensive program designed to equip
you with the expertise and confidence to thrive in a rewarding career. This qualification covers five essential modules that form the backbone of financial
advisory services. Begin with a solid foundation in the Introduction to the Investment Advisory Industry, then dive into the core role of an Investment Advisor,
mastering strategies to grow and protect wealth. Expand your impact by advising on Employee and Pension Fund Benefits, helping clients secure their
futures. Learn to navigate the complexities of Long-Term Insurance, offering peace of mind through tailored coverage solutions. Finally, become a trusted
Health Care Benefits Advisor, guiding individuals and organisations through critical healthcare decisions. Whether you’re starting out or looking to
specialise, this certificate opens doors to a fulfilling profession where you make a real difference in people’s lives.
QUALIFICATION SPECIFICATIONS
• SAQA ID: 105026
• NQF Level: 6
• Credits: 515
• Duration: 24 months
• Accreditation Body: INSETA
Communication at NQF Level 4
Occupation function
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 programme is divided into eight modules covering the following:
• Introduction to the Investment Advisory Industry
• Investment Advisor
• Employee and pension fund benefit advisor
• Long term insurance Advisor
• Health Care Benefits Advisor
• Municipal Budgeting and Implementation
• Municipal Operations and Costing
• Municipal Finance and Reporting
The programme consists of:
• Facilitator led online knowledge modules
• Facilitator led online practical modules
• Workplace based learning modules
(149 compulsory workplace-based days)
• External Integrated Summative Assessment (exam)
VERTICAL ARTICULATION
• Advanced Diploma in Credit Management, Level 7.
• Advanced Diploma in Management in Financial Planning, Level 7.
