Become a qualified Financial Advisor in 12 months

The Financial Advisor Occupational Certificate NQF 6 is a 12-month,
515-credit qualification that prepares you to work as a professional financial advisor.
First, you learn the core ideas behind insurance, retirement funds, health care benefits
and investments. Then, you apply these ideas in practical activities and workplace-style tasks
so that you can see how they work in real life.

Because the programme is based on the latest occupational standards, it gives you a stronger
pathway than the older National Certificate: Wealth Management (NQF 5, 120 credits).
As a result, you receive deeper knowledge, more practice and better preparation for real clients.
In addition, you start building confidence in your advice process from the very beginning.

Is this Financial Advisor programme for you?

The Financial Advisor Occupational Certificate NQF 6 is ideal if you want
to help people make better long-term money decisions. In particular, it suits you if you:

• Firstly, want to build a career as a Financial Advisor or Personal Financial Planner.
• Secondly, work in banking, insurance or a call centre and now want to move into advice.
• Thirdly, support advisors in admin, client services or compliance and would like deeper technical knowledge.
• Finally, are passionate about explaining financial concepts in a simple, helpful way.

Moreover, this programme is a good fit if you enjoy working with people and want a long-term,
professional career in the financial services industry.

Entry requirements and duration

To begin with, to start the Financial Advisor Occupational Certificate NQF 6, you need:

• NQF Level 4 qualification with Communication (or an equivalent qualification).
• Basic computer skills and comfort working with numbers.

The full qualification is completed over approximately 12 months.
During this time, you study online through our LMS and, in addition, you complete
workplace-based or simulated workplace activities in line with QCTO requirements.
Therefore, you are always moving between theory, practice and application.

What you will be able to do

By the end of the programme, you will be able to give clear, compliant and practical advice.
More specifically, you will be able to:

• Provide advice on using long-term insurance to manage risks and protect wealth.
• Provide advice on employee benefits and retirement funds for individuals and groups.
• Provide advice on suitable health care benefit programmes.
• Provide advice that helps clients grow and protect wealth through investments and related methods.

In addition, you will understand how to document your advice, how to follow regulatory rules and how
to support clients over time. Consequently, you are better prepared for both compliance checks and
real client reviews.

How the programme is structured

The course is broken into three main parts so that you build knowledge, then skills, and finally
confidence in the workplace. In summary, you move through:

• Knowledge Modules (140 credits):
  First, you cover legislation, industry context and technical theory for insurance, retirement,
  health care benefits and investments. In this way, you gain a strong theoretical foundation.
• Practical Skill Modules (256 credits):
  Next, you practise analysing client needs, comparing different options, giving advice and
  implementing plans step by step. For example, you may work through sample client cases and
  model different solutions.
• Work Experience Modules (119 credits):
  Finally, you complete structured workplace or simulated workplace tasks so that you can see how
  everything works in a real advice environment. As a result, you are more comfortable transitioning
  into a real role.

Altogether, these parts add up to 515 credits at NQF Level 6.
Therefore, you complete a full, recognised qualification that supports long-term growth in the
financial services industry.

Career pathways

Once you have finished the Financial Advisor Occupational Certificate NQF 6, you can follow several
career paths. For example, you can work as:

• Financial Advisor or Personal Financial Planner
• Broker or Broker Consultant
• Retirement Fund Consultant or Administrator
• Medical Scheme or Health Care Benefits Consultant
• Client Services or Call Centre Advisor in financial services
• Product or Technical Specialist or Compliance Officer supporting advisors

Over time, this qualification can also help you move into more senior and specialist roles, because
you already understand the full advice process from client needs to product implementation.
In other words, it gives you a strong base for future growth.

Enrol in the Financial Advisor Occupational Certificate NQF 6

If you are serious about a professional career in financial advice, this qualification gives you
a clear and recognised pathway into the industry. It does not only give you theory; instead, it
guides you through practice and workplace tasks as well.

To get started, add the Financial Advisor Occupational Certificate NQF 6 to your basket, complete the
checkout, and our team will contact you with your LMS login details, intake dates and guidance on
workplace-based learning.

In conclusion, secure your place today and start your journey as a trusted Financial Advisor.