Investment Advisor

Outcomes:

Apply basic economic principles and demonstrate

knowledge of current affairs in the financial services sector.

duration

18 Months | 18 Classes

Entry requirements

• Matric and working in the financial services sector as it

relates to financial products in Wealth Management

(e.g., Long-Term Insurance) or;

• Any NQF Level 5 with 3 years’ work experience in the

financial services sector as it relates to financial

products in Wealth Management (e.g., Long Term

Insurance) or;

• 5 years’ work experience in financial services sector

as it relates to financial products in Wealth Management

(e.g., Long Term Insurance)

Introduction

The Investment Advisor qualification equips students with the skills they need to provide sound investment advice to prospective clients on their diversified investment portfolios. Classroom debate, case studies, simulations, student presentations, leadership groups, project assignments and work experience portfolio coaching all contribute to lively and enriching course content.

Overview of the High-Level Programme

Module 1: The Investment Industry
Module 2: Insurance and Investment Regulations
Module 3: Investment Vehicles and Instruments
Module 4: Research and Due Diligence
Module 5: Investment Portfolio Management

Workplace Evidence

Prescribed workplace evidence must be collected and endorsed by the student’s mentor/supervisor in the workplace and submitted to NVO for final assessment.

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.

Neil Heslop Sasfin Relationship Manager- Business and Commercial Banking

Thank you Novia One Business School for the transformative work that you do which creates a fertile environment for graduates such as myself to flourish and advance not only in academia but in the professional space as well.

Tshepang Pitsi Skills Development Intern

Before I did the programme with Novia One Business School, I wasn’t sure where I was heading in my life. Since I graduated things have been looking up for me and I’ve just been growing every day since I got the job at Direct Axis.

Mustapha Brenner Call Centre Agent

Investment Advisor