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Become a complete Financial Advice Professional
The Occupational Certificate: Financial Advisor NQF Level 6 is a comprehensive qualification that prepares learners to analyse clients’ financial needs and provide integrated advice to protect and grow their wealth.
Instead of focusing on only one financial product or advisory area, the programme develops competence across:
Long-term insurance
Employee benefits and retirement funds
Healthcare benefits
Investments and wealth creation
This holistic approach equips learners to consider the client’s complete financial position and recommend appropriate, responsible and sustainable solutions.
SAQA ID: 105026
Curriculum code: 241301-001-00-00
NQF Level: 6
Credits: 515
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 complete financial position
Identify wealth-creation and wealth-protection needs
Evaluate long-term insurance and retirement-planning options
Advise organisations on employee benefits and retirement funds
Analyse and recommend healthcare benefit programmes
Research and evaluate investment opportunities
Conduct investment due diligence
Recommend appropriate financial solutions
Explain risks, benefits, costs and limitations
Support the implementation of agreed solutions
Apply relevant regulatory and ethical requirements
Maintain complete and accurate records of advice
The programme is suitable for:
Financial advisors and planners
Wealth-management professionals
Long-term insurance advisors
Investment advisors
Employee-benefit consultants
Retirement fund consultants
Healthcare benefit advisors
Broker consultants
Collective investment professionals
Client-service and financial-advice support employees
Experienced financial-services professionals seeking formal recognition
Employees preparing for advanced advisory responsibilities
The qualification integrates knowledge, practical skills and workplace experience across all four areas of financial advice.
Knowledge modules — 140 credits
Overview of the investment advisory industry — 13 credits
Regulatory requirements for insurance and investment advice — 17 credits
Healthcare benefits advisory services — 15 credits
Employee and pension fund benefits advice — 20 credits
Fundamentals of investments — 30 credits
Insurance, savings and retirement-planning advice — 16 credits
Investment advice — 29 credits
Practical skills modules — 256 credits
Learners develop practical competence in:
Analysing clients’ wealth-creation and protection needs
Evaluating long-term insurance, savings and retirement options
Recommending and implementing financial solutions
Analysing organisational employee-benefit needs
Evaluating retirement fund and employee-benefit structures
Advising employers on appropriate benefit structures
Analysing healthcare benefit needs
Advising on healthcare benefit programmes
Researching and evaluating investment opportunities
Conducting investment due diligence
Advising clients on investments
Implementing agreed investment decisions
Work-experience modules — 119 credits
Learners gain workplace experience by:
Participating in wealth-creation and wealth-protection processes — 50 credits
Supporting advice on employee benefits and retirement structures — 23 credits
Participating in healthcare benefit advisory processes — 14 credits
Participating in investment advisory processes — 32 credits
The workplace component must expose learners to all four areas of financial advice.