Employee and Pension Fund Benefit Advisor

The Employee Fund Benefit Advisor qualification gives students the opportunity to gain technical knowledge of the structure and implementation of a retirement fund for an organisation, as well as an individual. In addition, graduates will be fully equipped to advise business entities and staff members on insurance and group retirement fund benefits.

Board exam (EISA) to be scheduled directly with INSETA, once the Novia One programme has been completed.

The exam fee is payable directly to INSETA (exam fee to be found on the INSETA website). The Novia One mock examination will be venue based to simulate examination conditions as applied by the Board Examination.

Module1: The Investment Industry
Module 2: Insurance and Investment Regulations
Module 3: Benefits and Deductions
Module 4: Pension Fund Investments
Module 5: Portfolio Management

Support the provisioning of advice to clients on employee benefits and retirement structures for a period of three to six months.

1. Apply basic economic principles to the financial services sector.
2. Gain insights into the Financial Advisory and Intermediary Services Act, South African money laundering legislation, the Promotion of Access to Information Act and the Electronic Transactions and Communications Act.
3. Analyse and understand different group retirement funds and their investment strategies.
4. Demonstrate knowledge and expertise in terms of the valuation of retirement funds.