Occupational Part-Qualification: Employee and Pension Fund Benefits Advisor (NQF 5)

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About The Course

Employee and Pension Fund Benefits Advisor

Develop expertise in Employee and Retirement Benefits

The Occupational Part-Qualification: Employee and Pension Fund Benefits Advisor prepares learners to advise organisations on employee benefits, retirement funds and appropriate benefit structures.

It is designed for professionals who want to help employers develop benefit solutions that support employees and meet organisational needs.

  • Parent qualification: Occupational Certificate: Financial Advisor

  • SAQA ID: 105026

  • Part-qualification code: 241301-000-00-03

  • NQF Level: 5

  • Credits: 110

  • 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 an organisation’s employee-benefit needs

  • Understand retirement fund and employee-benefit structures

  • Apply relevant regulatory requirements

  • Evaluate available benefit options

  • Compare different retirement fund structures

  • Recommend appropriate employee-benefit solutions

  • Explain recommendations to organisational clients

  • Support the implementation of agreed benefit structures

This route is suitable for:

  • Employee-benefit consultants

  • Retirement fund consultants

  • Pension fund administrators

  • Corporate benefit advisors

  • Broker consultants

  • Principal officers and support employees

  • Retirement fund service providers

  • Financial advisors specialising in employee benefits

  • Experienced retirement fund professionals seeking formal recognition

Knowledge modules — 50 credits

  • Overview of the investment advisory industry — 13 credits

  • Regulatory requirements for insurance and investment advice — 17 credits

  • Principles of employee and pension fund benefits advice — 20 credits

Practical skills modules — 37 credits

  • Analyse organisational retirement fund and employee-benefit needs — 11 credits

  • Evaluate available benefit options and structures — 8 credits

  • Advise on appropriate retirement fund and employee-benefit structures — 18 credits

Work-experience module — 23 credits

  • Support the provision of advice on employee benefits and retirement structures over three to six months

The workplace component must be completed in a suitable employee-benefit or retirement fund environment.