Enter the world of finance as a Financial Administrator and master the art of administration.
Help others secure their future with the Occupational Certificate in Financial Advising. This qualification is designed for individuals who are passionate about finance and enjoy helping people make informed financial decisions.
You'll acquire the practical skills and in-depth knowledge to advise clients on a range of financial products, including insurance, retirement plans, and investment strategies. The programme emphasises ethical conduct and regulatory compliance, ensuring you can operate confidently in this dynamic industry.
This qualification opens the door to a career where you can truly impact people's financial well-being.
Who should attend?
This qualification is ideal for individuals who:
- Aspire to become professional financial advisors
- Are currently working in financial services and want to formalise their skills
- Seek to specialise in insurance, investments, retirement or healthcare benefits
- Want to contribute to the financial wellbeing of clients and communities
Career Opportunities
With this qualification, you can kickstart your career as:
- A Financial Advisor in insurance, investment or retirement planning
- A Personal Financial Planner helping individuals manage their wealth
- A Broker or Broker Consultant advising on financial products
- A Retirement Fund Consultant or Administrator
- A Medical Scheme Consultant supporting healthcare benefit decisions
- A Compliance Officer ensuring regulatory adherence
- A Client Service Provider in financial services
- A Product Developer or Consultant in financial product structuring
- A Trust Fund Officer or Account Executive
A Collective Investment Scheme Manager
Course Outline
Download our comprehensive fact sheet for full details.
Knowledge Modules - Theory
- Overview of the Investment Advisory Industry
- Regulatory requirements for advising clients regarding insurance and investments
- Health Care benefits advisory services
- Principles of Providing advice to clients regarding the use of Employee and Pension Fund Benefits
- Fundamentals of Investments
- Principles of Providing advice to clients regarding Insurance, Savings and Retirement Planning
- Principles of Providing Advice to clients regarding Investments
Practical Modules - Hands-on Learning
- Analyse clients long term wealth creation/protection needs
- Evaluate available long-term wealth creation/protection options
- Recommend and implement the most appropriate wealth creation/protection options
- Analyse the client organisations needs relating to retirement funds and employee benefits
- Evaluate the availability of various employee benefit and retirement fund options and structures
- Advise client on the most appropriate structuring of retirement funds and employee benefits
- Analyse Client needs regarding Health Care Benefits
- Provide advice on the introduction of Health Care Benefit Programmes
- Research, analyse and conduct due-diligence of investment opportunities
- Advise clients regarding potential investment opportunities
- Facilitate the implementation of agreed investment decisions
Workplace Experience Modules - Real World Practice
- Participate in the processes of wealth creation
- Support the provisioning of advice to clients on employee benefits and retirement structures for a period of three to six months
- Participate in the processes of providing advice regarding the implementation of Health Care Benefit Programmes
- Participate in the processes of advising on investment decisions over a period of six months
Accreditation and Certification
This Occupational Certificate is accredited by the Quality Council for Trades & Occupations (QCTO).
Successful students will achieve a nationally recognised Occupational Certificate: Financial Advisor (SAQA ID 105026 at NQF Level 6)
Entrance Requirements
- Grade 12 with English Communication (NQF Level 4)
- All classes and assessments are conducted in English