Long Term Insurance Advisor
The effective use of wealth creation tools to grow wealth is essential for the protection and wellbeing of citizens. This industry provides an essential service in support of the development of the country and the achievement of the National Development Plan’s objectives.
The growth of the financial services industry is dependent on the training and education of staff that will be able to provide professional financial services to people across the nation. The Occupational Certificate: Long Term Insurance Advisor will support the National Development Plan and will contribute towards job creation and social harmony; it provides the basis for entry into the industry.
The Occupational Certificate: Long Term Insurance Advisor has relevance for learners in Retirement Funds, Investment, Medical Schemes and Intermediaries (Range: includes but not limited to Financial Advisors, Personal Financial Planners, Financial Services Call Centre Agents, Client Service Providers, Brokers, Broker Consultants, Retirement Fund Consultants, Retirement Fund Administrators, Trust Fund Officers, Product Developers, Consultants who advise on product structure of Retirement Funds, Principal Officers, Trustees, Medical Scheme Consultants, Senior Administrators, Retail Managers who support Advisors and have a back office function, Collective Investment Scheme Managers, Account Executives and Compliance Officers).
What you will learn in this course!
Upon completing this full qualification, you will be able to:
o Provide advice to clients regarding the use of Long Term Insurance to manage risks and protect wealth.
Who this course is for?
If you are seeking a qualification that provides you with key skills to promote and advise how people can protect their wealth, then this is the qualification for you!
The qualification details are as follows:
Qualification Title: Occupational Certificate: Long Term Insurance Advisor
QCTO Curriculum Code: 241301-000-00-02
SAQA ID: 105022
NQF Level: 05
Credits 180
You can the full qualification at:Â https://allqs.saqa.org.za/showQualification.php?id=105022
Occupational certificates are broken up into three components of learning:
1. Knowledge Modules
2. Practical Skills Modules
3. Work Experience Modules
Your learning will cover:
To achieve the certificate you will need to successfully complete:
- Knowledge, Practical and Work Experience Modules (and issued Statement or Result (SOR) or Record for each);
- A FISA (Final Integrated Summative Assessment) – this is an internal final summative assessment that will ensure you have gained the knowledge and skills to be registered for the EISA;
- An EISA (External Integrated Summative Assessment) is the final assessment managed and conducted by the Quality Partner/Assessment Quality Partner (AQP) for all learners nationally[1]. To qualify for the EISA you must have a copy of a completed and signed SOR and Statement of Work Experience.
- For this qualification, your EISA will be an integrated assessment of the qualification outcomes and will consist of an open book knowledge assessment. The assessment will include open-ended questions based on specific case studies and scenarios[2].
If you meet all the above requirements, you will receive a national occupational certificate with QCTO.
[1] Source: implementation of Occupational Qualifications by Accredited SDPs (QCTO Quick Guide)
[2] Source: External Assessment Specifications Document (page 3; 1.1)
R55,000.00 Excl. VAT
- Training Method: Blended
- Language: English
- Duration: 1 - 2 Years
- Skill Level: Advanced
- Occupational Certificate
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