Occupational Part-Qualification: Healthcare Benefits Advisor (NQF 5)

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About The Course

Healthcare Benefits Advisor

Build a career in Healthcare Benefits Advice

The Occupational Part-Qualification: Healthcare Benefits Advisor prepares learners to analyse client needs and provide appropriate advice on healthcare benefit programmes.

It is ideal for people who want to develop specialised knowledge in medical schemes, healthcare funding and employee healthcare benefits.

  • Parent qualification: Occupational Certificate: Financial Advisor

  • SAQA ID: 105026

  • Part-qualification code: 241301-000-00-01

  • NQF Level: 5

  • Credits: 102

  • 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 client healthcare needs

  • Understand the healthcare benefits advisory industry

  • Apply relevant regulatory requirements

  • Evaluate available healthcare benefit programmes

  • Explain healthcare options clearly

  • Recommend appropriate benefit solutions

  • Support the introduction and implementation of healthcare programmes

  • Maintain accurate records of advice and client instructions

This route is suitable for:

  • Healthcare benefits advisors

  • Medical scheme consultants

  • Medical scheme administrators

  • Employee-benefit consultants

  • Broker consultants

  • Client-service employees

  • Financial advisors expanding into healthcare benefits

  • Experienced healthcare employees seeking formal recognition

Knowledge modules — 45 credits

  • Overview of the investment advisory industry — 13 credits

  • Regulatory requirements for insurance and investment advice — 17 credits

  • Healthcare benefits advisory services — 15 credits

Practical skills modules — 43 credits

  • Analyse client needs regarding healthcare benefits — 17 credits

  • Provide advice on the introduction of healthcare benefit programmes — 26 credits

Work-experience module — 14 credits

  • Participate in providing advice on the implementation of healthcare benefit programmes

The workplace component must be completed in a suitable healthcare benefits environment.