UNLOCK YOUR FUTURE IN THE INSURANCE INDUSTRY!

This qualification equips learners with the skills to excel in the fast-paced insurance sector. Through practical training and real-world case studies, graduates are prepared to provide expert advice, assist clients with tailored policies, and manage long-term financial plans.

Why Choose This Qualification?

Develops competent long-term insurance advisors who can provide personalized, regulatory-compliant advice on wealth protection and risk management.

Admission Requirements.

NQF Level 4 qualification with Communication or equivalent; Recognition of Prior Learning (RPL) for relevant industry experience.

Qualification Structure.

Semester 1: Investment Advisory Industry Overview, Client Wealth Needs Analysis; Semester 2: Regulatory Requirements, Network Security; Semester 3: Wealth Protection Options, Insurance Principles, Wealth Creation Processes.

Learning Outcomes.

Graduates will analyze client needs, provide advice on long-term insurance, ensure regulatory compliance, develop insurance proposals, and monitor client plans.

International Comparability.

Comparable to Ireland's Certified Insurance Practitioner (CIP) and Australia's Diploma of General Insurance, with a focus on compliance, risk management, and customer relations.

Qualification Modes of Delivery and Support.

Delivered through contact, blended, and distance learning with access to Moodle LMS and support services.

Career Opportunities.

Long Term Insurance Advisor, Financial Planner, Risk Advisor, Insurance Broker, Claims Consultant, Compliance and Regulatory Advisor.

Articulation Options.

Horizontal: Employee and Pension Fund Benefit Advisor, Level 5; Vertical: Investment Advisor, Level 6; Diagonal: Advanced Certificate in Management, Level 6.

Ensure Compliance, Empower Financial Accuracy.

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