Occupational Part-Qualification: Long-Term Insurance Advisor (NQF 5)

Learn more about this course

Complete the online inquiry form or contact us to assist you. 

Enquire Here

About The Course

Long-Term Insurance Advisor

Become a confident Long-Term Insurance Advisor

The Occupational Part-Qualification: Long-Term Insurance Advisor develops the knowledge and practical competence required to help clients manage risk, protect their wealth and plan for future financial needs.

Learners develop the ability to analyse client circumstances, evaluate available solutions and recommend appropriate long-term insurance, savings and retirement-planning options.

  • Parent qualification: Occupational Certificate: Financial Advisor

  • SAQA ID: 105026

  • Part-qualification code: 241301-000-00-02

  • NQF Level: 5

  • Credits: 180

  • Entry requirement: NQF Level 4 qualification with Communication

  • Last date for enrolment: 30 December 2026

  • Last date for achievement: 30 December 2029

You will develop the ability to:

  • Analyse a client’s long-term financial needs

  • Identify risks that could affect the client’s wealth

  • Evaluate long-term insurance, savings and retirement options

  • Apply relevant regulatory requirements

  • Recommend appropriate financial solutions

  • Explain benefits, costs, risks and limitations

  • Support the implementation of agreed solutions

  • Maintain complete and accurate records of advice

This route is suitable for:

  • Long-term insurance advisors

  • Financial advisors and planners

  • Life insurance consultants

  • Broker consultants

  • Client-service employees

  • Insurance intermediaries

  • Savings and retirement-planning consultants

  • Financial-services call-centre employees

  • Experienced long-term insurance professionals seeking formal recognition

Knowledge modules — 46 credits

  • Overview of the investment advisory industry — 13 credits

  • Regulatory requirements for insurance and investment advice — 17 credits

  • Principles of insurance, savings and retirement-planning advice — 16 credits

Practical skills modules — 84 credits

  • Analyse long-term wealth creation and protection needs — 31 credits

  • Evaluate available wealth creation and protection options — 27 credits

  • Recommend and implement appropriate solutions — 26 credits

Work-experience module — 50 credits

  • Participate in practical wealth-creation and wealth-protection processes

The workplace component must be completed in a suitable long-term insurance or financial-advice environment.