Business Innovation & Management

Occupational Certificate: Financial Advisor
Ensuring a New Generation of Financial Guardians for a Secure Future
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NQF Level:

6

Credits:

515

Minimum Duration:

3 Years (6 Semesters)

Faculty:

Business Innovation & Management

Department:

Financial Services

Accreditation Authority:

Quality Council for Trades and Occupations
Empower Financial Futures with Our Financial Advisor Qualification
Equips learners with skills in wealth management, risk mitigation, and investment strategy, preparing them for roles in financial advisory.

Why Choose This Qualification?

Develops financial advisors with client-centred approaches, regulatory expertise, and practical experience in wealth protection and planning.

Admission Requirements.

National Senior Certificate (NSC) at NQF Level 4 or equivalent. RPL available for candidates with relevant work experience.

Qualification Structure.

Modules include investment advisory, regulatory requirements, healthcare benefits, and work-integrated learning in financial planning.

Learning Outcomes.

Graduates provide advice on insurance, retirement planning, investment portfolios, and healthcare benefits, ensuring compliance and trust.

International Comparability.

Distinct internationally for combining theoretical knowledge with required practical experience, ensuring graduates are job-ready.

Qualification Modes of Delivery and Support.

Blended learning model with digital platforms, tutoring, and career counselling for comprehensive support.

Career Opportunities.

Financial Advisor, Wealth Manager, Retirement Consultant, Health Care Benefits Advisor, Investment Advisor.

Articulation Options.

Horizontal: Occupational Certificate: School Manager, NQF Level 6. Vertical: Bachelor of Commerce, NQF Level 7.

Ensure Compliance, Empower Financial Accuracy.

Ensures adherence to financial regulations and ethical standards.
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