Our Training Programs
Nationally accredited financial advisory qualifications recognised across South Africa
Occupational Certificate: Financial Advisor
The Occupational Certificate: Financial Advisor is a qualification designed to prepare learners to work as Financial Advisors. It covers areas of advising on long-term insurance, employee benefits, retirement funds, healthcare benefits, and investments to grow and protect client wealth. This qualification aligns with the National Development Plan's goals.
Key Aspects
📊 Qualification Level: NQF Level 6
A nationally recognised Level 6 qualification on the National Qualifications Framework.
📋 Credits: 515
515 total credits across knowledge modules, practical skills and work experience components.
🏛️ Originator: INSETA
Originated by the Insurance Sector Education and Training Authority.
🎯 Purpose
To equip learners with the skills to advise clients on financial protection, risk management, and wealth growth.
Learning Focus
Knowledge Modules
Cover essential topics like insurance, investments, health benefits, and retirement planning.
Practical Skills Modules
Train learners in analyzing and recommending appropriate financial solutions to clients.
Work Experience Modules
Provide hands-on experience in financial advising to build real-world professional confidence.
Entry Requirements
- NQF Level 4 qualification with a focus on communication
- Proficiency in written and verbal communication
- Certified copy of your ID or Passport
- Certified copy of your NQF Level 4 qualification
- Recent passport-size photograph
- Proof of payment of the application fee
International Comparability
The qualification was compared to international standards to ensure global relevance:
🇦🇺 Australia
Certificate III in Insurance Broking — establishing international equivalence and recognition.
🇬🇧 United Kingdom
Level 4 Diploma for Financial Advisors — confirming global alignment of standards.
Ready to Enroll?
Speak to our team for more information about the course, fees, and enrollment process.
📞 +27 12 065 1079