Overview
This qualification is designed to prepare individuals with the competencies needed to provide clients with comprehensive financial guidance and planning services
Objectives
This qualification aims to equip learners with knowledge of financial products, regulations, and ethical standards required to build trusted relationships and support clients’ financial well-being.
Exit Learning Outcomes
- Provide advice to clients regarding the use of long-term Insurance to manage risks and protect wealth.
- Provide advice to clients regarding the implementation of Employee benefits and Retirement Funds.
- Provide advice regarding the use of Health Care benefit programmes.
- Provide advice to clients to grow and protect wealth through appropriate Investments and related methods.
Outline
- Overview of the Investment Advisory Industry, Level 5, 13 Credits.
- Regulatory requirements for advising clients regarding insurance and investments, Level 5, 17 Credits.
- Health Care benefits advisory services, Level 5, 15 Credits.
- Principles of Providing advice to clients regarding the use of Employee and Pension Fund Benefits, Level 5, 20 Credits.
- Fundamentals of Investments, Level 5, 30 Credits.
- Principles of Providing advice to clients regarding Insurance, Savings and Retirement Planning, Level 5, 16 Credits.
- Principles of Providing Advice to clients regarding Investments, Level 6, 29 Credits.
Methodology
- The knowledge and practical modules will be delivered in a hybrid format, combining both online and in-person classes.
- The work experience module must be delivered in person.
Aspiring financial advisors, junior to mid-level finance professionals, insurance and investment consultants, financial planners and wealth managers, customer relationship managers in financial institutions, estate planning and tax professionals, recent graduates in finance, economics, or business, self-employed individuals or entrepreneurs in financial services
NQF Level 4 qualification with Communication
Recognition of prior learning (RPL)
18 Months
- R60Â 000 per (instalment option is available)
- Check InSeta website for bursaries
Email any of the following:
Faith@thakocapital.co.za
Korolosof@gmail.com
info@thakocapital.co.za