Occupational Certificate: Long Term Insurance Advisor
NQF Level 5 | 180 Credits | 12 Months | SAQA ID: 105022
Programme Summary
The Occupational Certificate: Long Term Insurance Advisor is a structured occupational programme designed to prepare learners for professional practice in the long-term insurance and broader financial services environment.
This qualification develops the knowledge, practical competence, and workplace readiness required to understand client needs, evaluate suitable long-term insurance solutions, apply regulatory and ethical requirements, and support effective client advisory processes.
The programme integrates knowledge learning, practical skills training, and work experience to ensure that learners are prepared not only for assessment, but also for real occupational performance in the workplace.
5
180
12 Months
What the programme includes
- Knowledge modules covering industry understanding, regulation, ethics, economics, risk, and advisory principles.
- Practical skills modules focused on analysing client needs, evaluating options, and implementing suitable long-term wealth creation and protection solutions.
- Work experience modules that provide occupational exposure to wealth creation and insurance advisory processes.
- Formative activities and practical application opportunities throughout the learning journey.
- Preparation for the External Integrated Summative Assessment conducted by INSETA.
Ideal for
This programme is suitable for individuals who want to enter or grow within the long-term insurance industry, strengthen their advisory competence, or pursue a formal occupational qualification in financial services.
It serves as a valuable entry point into professional financial advising and may support progression into higher-level advisory and specialist roles.