The purpose of this qualification is to prepare a learner to operate as a financial advisor.
A financial advisor analyses the financial needs of clients and facilitates processes to implement solutions that will contribute towards the protection and growth of wealth for clients.
Communication at NQF Level 5
Mathematical Literacy at NQF Level 5
Please note there are part qualifications which need to be completed in order to qualify for the Financial Advisor qualification.
The Financial Advisor qualification is made of the following part qualifications:
1. Health Care Benefits Advisor NQF 5
2. Long Term Insurance Advisor NQF 6
3. Investment Advisor NQF 6
4. Employee and Pension Fund Benefits Advisor NQF 5