Module 1: Introduction to the Investment Advisory Industry
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- Overview of the investment advisory industry
Module 2: Principles of Providing Advice
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- Regulatory requirements for advising clients regarding insurance and investments
Module 3: Health Care Benefits
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- Health care benefits advisory services
- Analyse client needs regarding health care benefits
- Provide advice on the introduction of health care benefit programmes
- Participate in the processes of providing advice regarding the implementation of health care benefit programmes