Occupational Qualification
Occupational Certificate: Financial Advisor
SAQA ID 105026 | NQF Level 6 | 515 Credits | 18 Months
What You Are Purchasing
You are purchasing participation in the Occupational Certificate: Financial Advisor, an 18-month occupational qualification designed to develop integrated financial-advisory competence.
The qualification covers long-term insurance, investments, employee and pension fund benefits, health care benefits, regulatory requirements and the practical financial-advice process.
Learners complete online knowledge learning, extensive practical skills activities and structured workplace experience. Therefore, online course access alone does not constitute completion of the qualification.
105026
6
515
18 Months
Your Purchase Includes
- Structured online knowledge learning.
- Practical financial-advisory activities and supporting evidence.
- Prescribed workplace modules and workplace evidence.
- Learner resources and programme instructions.
- Integrated formative and summative assessment requirements.
- Programme and assessment guidance during the qualification.
Qualification Structure
140 Credits
Industry, regulation, insurance, investments, retirement funds and health care benefits.
256 Credits
Client analysis, option evaluation, recommendations, research and implementation.
119 Credits
Structured application of financial-advisory processes in a suitable workplace.
Capabilities Developed
- Analyse client needs and financial circumstances.
- Apply insurance and investment regulation.
- Evaluate long-term protection and wealth options.
- Advise on employee and retirement benefits.
- Advise on health care benefit programmes.
- Research, recommend and implement investment solutions.
Suitable for
- Aspiring financial advisers.
- Insurance intermediaries.
- Investment and wealth personnel.
- Retirement fund consultants.
- Health care benefit consultants.
- Compliance and risk personnel.
Entry Requirement
Applicants require an NQF Level 4 qualification with Communication and must satisfy the applicable admission and registration requirements.
Important Qualification Information
Registration or purchase alone does not constitute completion of the Occupational Certificate: Financial Advisor.
Learners must satisfy all prescribed knowledge, practical skills, workplace and assessment requirements. Certification remains subject to the applicable assessment, moderation, external assessment, quality-assurance, administrative and certification processes.
What Happens After Purchase?
1. Complete checkout
Provide the required purchaser and payment information.
2. Order processing
Your WooCommerce payment and order are processed.
3. Account activation
Your learner account and applicable course access are activated.
4. Log in
Sign in to the Nkwali Training learner dashboard.
5. Open My Courses
Locate the qualification in the My Courses area.
6. Begin learning
Access the prescribed content, activities and assessments through LearnDash.