Occupational Qualification
Occupational Certificate: Long Term Insurance Advisor
SAQA ID 105022 | NQF Level 5 | 180 Credits | 12 Months
What You Are Purchasing
You are purchasing participation in the Occupational Certificate: Long Term Insurance Advisor, a 12-month occupational qualification designed to develop technical, regulatory, ethical and practical advisory competence.
The qualification prepares learners to understand clients’ long-term wealth-creation and protection needs, evaluate available options and develop appropriate recommendations within South Africa’s regulated financial-services environment.
Learning integrates formal knowledge, applied advisory activities and structured workplace experience. Therefore, learners develop capability through more than online theory alone.
105022
5
180
12 Months
Your Purchase Includes
- Structured access to the prescribed knowledge content.
- Practical client-analysis and advisory activities.
- Prescribed workplace experience and evidence requirements.
- Supporting learner resources and programme instructions.
- Formative and summative assessment requirements.
- Programme and assessment guidance during the qualification.
Qualification Structure
46 Credits
Industry structure, regulation and principles of providing insurance, savings and retirement advice.
84 Credits
Client-needs analysis, evaluation of options, recommendations and implementation.
50 Credits
Participation in relevant workplace wealth-creation and advisory processes.
Capabilities Developed
- Understand the financial-advisory industry.
- Apply relevant regulatory requirements.
- Analyse wealth-creation and protection needs.
- Evaluate suitable long-term options.
- Recommend and implement appropriate solutions.
- Apply ethical conduct, communication and record practices.
Suitable for
- Aspiring long-term insurance advisers.
- Long-term insurance employees.
- Trainee representatives.
- Client-service consultants.
- Broker-support personnel.
- Professionals moving into financial services.
Entry Requirements
Applicants require a National Senior Certificate at NQF Level 4, or an equivalent qualification, with Communication as a competency.
Recognition of Prior Learning may be available where an applicant can demonstrate relevant competence. Applicants requiring RPL should contact Nkwali Training Consultants before registration.
Important Qualification Information
Registration or payment alone does not constitute completion of the Occupational Certificate: Long Term Insurance Advisor.
Learners must satisfy all knowledge, practical skills, workplace experience, internal assessment and External Integrated Summative Assessment requirements. Certification remains subject to the applicable assessment, moderation, 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, resources and assessments through LearnDash.