Financial Advisor
Outcomes:
1. The use of long-term insurance to manage risks and protect wealth
2. The implementation of employee benefits and retirement funds
3. The advantages of healthcare benefit programmes
4. The growth and protection of wealth through appropriate investments and related methods
duration
2 Years (515 Credits) | 18 Classes (pending additional requirements) | 4 Work Experience Coaching Sessions
Entry requirements
NQF level 5 qualification in finance
Introduction
The purpose of this qualification is to prepare a student to operate as a Financial Advisor. The responsibilities of this role include analysing the financial needs of clients, as well as facilitating processes and implementing solutions that will contribute towards the protection and growth of wealth for their clients.
Overview of the High-Level Programme
Module 1: Analyse clients’ long-term wealth creation and protection needs Practical Skills
Module 2: Evaluate available long-term wealth creation and protection options Practical Skills
Module 3: Recommend and implement the most appropriate wealth creation and protection options Practical Skills
Module 4: Analyse the client organisation’s needs relating to retirement funds and employee benefits Practical Skills
Module 5: Evaluate the availability of various employee benefit and retirement fund options and structures Practical Skills
Module 6: Advise clients on the most appropriate structuring of retirement funds and employee benefits Practical Skills
Module 7: Analyse client needs regarding healthcare benefits Practical Skills
Module 8: Provide advice on the introduction of the healthcare benefit programmes Practical Skills
Module 9: Research, analyse and conduct due diligence of investment opportunities Practical Skills
Module 10: Advise clients regarding potential investment opportunities Practical Skills
Module 11: Facilitate the implementation of agreed investment decisions
Workplace Evidence
Work Experience Module 2: Support the provisioning of advice to clients on employee benefits and retirement structures for a period of three to six months
Work Experience Module 3: Participate in the processes of providing advice regarding the implementation of healthcare benefit programmes
Work Experience Module 4: Participate in the processes of advising on investment decisions over a period of six months
External Integrated Summative Assessment (EISA)
NVO will issue a Statement of Results (SoR) once the programme and all assessments have been completed successfully. EISA (External Integrated Summative Assessment) exam to be booked directly with INSETA once NVO programme is completed. Exam fee payable directly to INSETA (exam fees to be found on INSETA website). The Novia One mock examination will be venue based to simulate exam conditions as applied by the EISA exam. Students will receive a certificate of competence against the qualification directly from QCTO after successfully passing the EISA.
Contact us for more information
To find out how you can gain a formal qualification for your skills and hard-earned work.
Testimonials
I LOVED THE Generic Management (Customer Management) programme and I still implement all that I learned through the programme.
