UNLOCK YOUR FINANCIAL FUTURE WITH EXPERT INVESTMENT ADVISORY SKILLS!

Step into the world of wealth management and financial planning with the Occupational Certificate: Investment Advisor at AIFT, your gateway to a rewarding career in investment advisory. Gain expertise needed to assess market trends, analyse investment opportunities, and provide tailored advice to help clients make informed financial decisions.

Why Choose This Qualification?

Empowers professionals with in-depth expertise and practical skills essential for confidently guiding clients through the intricate landscape of investments, fostering long-term relationships built on trust and professionalism.

Admission Requirements.

Grade 12 with English Communication (NQF Level 4) or Recognition of Prior Learning (RPL) for those with relevant work experience.

Qualification Structure.

Year 1: Semester 1 includes modules on Investment Advisory Industry Overview, Regulatory Requirements, Research, and Due Diligence. Semester 2 includes modules on Fundamentals of Investments, Providing Client Advice, and Work Experience Modules.

Learning Outcomes.

Graduates will identify financial objectives, create diversified investment portfolios, minimize risks, provide market insights, apply regulations, and ensure ongoing alignment of clients' investments with their goals.

International Comparability.

Comparable to Australia's Certificate III in Insurance Broking and UK's Level 3 Certificate in Insurance, focusing on foundational skills in client service, regulatory understanding, and administrative support in financial advisory roles.

Qualification Modes of Delivery and Support.

Delivered through contact, blended, and distance learning, combining in-person lectures, interactive online sessions, and independent study. Access to digital learning platforms such as Moodle is provided.

Career Opportunities.

Investment Advisor, Financial Planner, Wealth Manager, Portfolio Analyst, Client Relationship Manager, Investment Research Analyst.

Articulation Options.

Horizontal: Financial Advisor (NQF Level 6); Vertical: Governance Practitioner (NQF Level 7); Diagonal: Bachelor of Commerce (NQF Level 7), Bachelor of Business Administration (NQF Level 7).

Ensure Compliance, Empower Financial Accuracy.

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