PURPOSE
A Long Term Insurance Advisor advises clients regarding the use of long term insurance products to sustain and protect wealth.
COURSE CONTENT
Module 1: Introduction to the Investment Advisory Industry
▼
▼
- Overview of the investment advisory industry
Module 2: Principles of Providing Advice
▼
▼
- Regulatory requirements for advising clients regarding insurance and investments
- Principles of providing advice to clients regarding insurance, savings and retirement planning
Module 3: Analysis and Evaluation of Investment Opportunities
▼
▼
- Analyse clients long term wealth creation/protection needs
- Evaluate available long term wealth creation/protection options
Module 4: Facilitation and Implementation of Investment Decisions
▼
▼
- Recommend and implement the most appropriate wealth creation/protection options
- Participate in the processes of wealth creation
DELIVERY
- Duration: 24 Months
- Delivery: Classroom/Online/Blended
ENTRY LEVEL REQUIREMENTS
Communication at NQF Level 4
Mathematical Literacy at NQF Level 4
CAREER POSSIBILITIES
Qualifying learners could follow a career in:
- Long Term Insurance Advisor
- Financial Advisor/Planner
- Claims Consultant
- Customer Service Representative (Insurance)
- Compliance Officer
- Product Development Specialist
ACCREDITATION
- Occupational Certificate – Long Term Insurance Advisor
- Accreditation: QCTO
- SAQA ID: 105022
- NQF Level: 5