{"id":11151,"date":"2024-07-11T16:04:44","date_gmt":"2024-07-11T14:04:44","guid":{"rendered":"https:\/\/www.answerthecall.co.za\/learning\/?post_type=lp_course&#038;p=11151"},"modified":"2024-07-11T16:24:46","modified_gmt":"2024-07-11T14:24:46","slug":"occupational-certificate-financial-advisor","status":"publish","type":"lp_course","link":"https:\/\/www.answerthecall.co.za\/learning\/course\/occupational-certificate-financial-advisor\/","title":{"rendered":"Occupational Certificate: Financial Advisor"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"11151\" class=\"elementor elementor-11151\">\n\t\t\t\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-c0d8e8b elementor-section-boxed elementor-section-height-default elementor-section-height-default exad-glass-effect-no exad-sticky-section-no\" data-id=\"c0d8e8b\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-f713f77 exad-glass-effect-no exad-sticky-section-no\" data-id=\"f713f77\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-c436b37 exad-sticky-section-no exad-glass-effect-no elementor-widget elementor-widget-text-editor\" data-id=\"c436b37\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.14.0 - 26-06-2023 *\/\n.elementor-widget-text-editor.elementor-drop-cap-view-stacked .elementor-drop-cap{background-color:#69727d;color:#fff}.elementor-widget-text-editor.elementor-drop-cap-view-framed .elementor-drop-cap{color:#69727d;border:3px solid;background-color:transparent}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap{margin-top:8px}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap-letter{width:1em;height:1em}.elementor-widget-text-editor .elementor-drop-cap{float:left;text-align:center;line-height:1;font-size:50px}.elementor-widget-text-editor .elementor-drop-cap-letter{display:inline-block}<\/style>\t\t\t\t<p><strong>PURPOSE AND RATIONALE OF THE QUALIFICATION<\/strong>:<\/p><p>The purpose of this qualification is to prepare a learner to operate as a Financial Advisor.<\/p><p>A Financial Advisor analyses the financial needs of clients and facilitates processes to implement solutions that will contribute towards the protection and growth of wealth for clients.<\/p><p><strong>SKILLS RATIONALE:<\/strong><\/p><p>The qualification caters for building competence at Levels 5 and 6. There are three-part qualifications enabling the development of new entrants into the occupation and then catering for the further development as the employees specialise and eventually grow to become fully fledged Financial Advisors.<\/p><p>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\u2019s objectives.<\/p><p>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. This qualification will therefore support the National Development Plan and will contribute towards job creation and social harmony; it provides the basis for entry into the industry.<\/p><p>The qualification 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).<\/p><p>\u00a0<strong>A QUALIFIED LEARNER WILL BE ABLE TO:<\/strong><\/p><ul><li>Provide advice to clients regarding the use of Long-Term Insurance to manage risks and protect wealth.<\/li><li>Provide advice to clients regarding the implementation of Employee benefits and Retirement Funds.<\/li><li>Provide advice regarding the use of Health Care benefit programmes.<\/li><li>Provide advice to clients to grow and protect wealth through appropriate Investments and related methods.<\/li><\/ul><p><strong>ENTRY REQUIREMENTS:<\/strong><\/p><ul><li>NQF Level 4 qualification with Communication.<\/li><\/ul><p><strong>EXIT LEVEL OUTCOMES:<\/strong><\/p><ul><li>Provide advice to clients regarding the use of Long Term Insurance to manage risks and protect wealth.<\/li><li>Provide advice to clients regarding the implementation of Employee benefits and Retirement Funds.<\/li><li>Provide advice regarding the use of Health Care benefit programmes.<\/li><li>Provide advice to clients to grow and protect wealth through appropriate Investments and related methods.<\/li><\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>PURPOSE AND RATIONALE OF THE QUALIFICATION:<br \/>\nThe purpose of this qualification is to prepare a learner to operate as a Financial Advisor.<br \/>\nA Financial Advisor analyses the financial needs of clients and facilitates processes to implement solutions that will contribute <\/p>\n","protected":false},"author":3,"featured_media":10962,"comment_status":"open","ping_status":"closed","template":"","course_category":[36],"course_tag":[102],"class_list":["post-11151","lp_course","type-lp_course","status-publish","has-post-thumbnail","hentry","course_category-finance","course_tag-inseta","pmpro-has-access","course"],"_links":{"self":[{"href":"https:\/\/www.answerthecall.co.za\/learning\/wp-json\/wp\/v2\/lp_course\/11151","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.answerthecall.co.za\/learning\/wp-json\/wp\/v2\/lp_course"}],"about":[{"href":"https:\/\/www.answerthecall.co.za\/learning\/wp-json\/wp\/v2\/types\/lp_course"}],"author":[{"embeddable":true,"href":"https:\/\/www.answerthecall.co.za\/learning\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.answerthecall.co.za\/learning\/wp-json\/wp\/v2\/comments?post=11151"}],"version-history":[{"count":4,"href":"https:\/\/www.answerthecall.co.za\/learning\/wp-json\/wp\/v2\/lp_course\/11151\/revisions"}],"predecessor-version":[{"id":11342,"href":"https:\/\/www.answerthecall.co.za\/learning\/wp-json\/wp\/v2\/lp_course\/11151\/revisions\/11342"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.answerthecall.co.za\/learning\/wp-json\/wp\/v2\/media\/10962"}],"wp:attachment":[{"href":"https:\/\/www.answerthecall.co.za\/learning\/wp-json\/wp\/v2\/media?parent=11151"}],"wp:term":[{"taxonomy":"course_category","embeddable":true,"href":"https:\/\/www.answerthecall.co.za\/learning\/wp-json\/wp\/v2\/course_category?post=11151"},{"taxonomy":"course_tag","embeddable":true,"href":"https:\/\/www.answerthecall.co.za\/learning\/wp-json\/wp\/v2\/course_tag?post=11151"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}