Unlock Your Financial Future with Expert Investment Advisory Skills

Provides the tools to assess market trends, analyse investment opportunities, and guide clients in wealth management and financial planning.

Why Choose This Qualification?

Prepares advisors to confidently guide clients through investments, fostering sustainable financial success through trust and professionalism.

Admission Requirements.

Grade 12 with English Communication (NQF Level 4). RPL available for candidates with relevant work experience.

Qualification Structure.

Includes investment advisory, regulatory frameworks, client needs analysis, and practical skills in advising and implementing decisions.

Learning Outcomes.

Graduates will create diversified portfolios, provide risk management strategies, and ensure compliance with industry regulations.

International Comparability.

Aligned with Australia's Certificate III in Insurance Broking and UK's Level 3 Certificate in Insurance for regulatory and client service basics.

Qualification Modes of Delivery and Support.

Available through contact, blended, and distance learning, supported by Moodle LMS and additional student support services.

Career Opportunities.

Investment Advisor, Financial Planner, Wealth Manager, Portfolio Analyst, Client Relationship Manager, Insurance Broker.

Articulation Options.

Horizontal: Occupational Certificate: Financial Advisor, NQF Level 6. Vertical: Bachelor of Commerce, NQF Level 7.

Ensure Compliance, Empower Financial Accuracy.

Ensures adherence to investment regulations and ethical financial advisory practices.