Occupational Certificate: Financial Advisor

Section 12H — this learnership qualifies the employer for the Income Tax Act allowance, on top of the B-BBEE skills development spend it earns.

LearnershipOccupational CertificateSAQA-Registered QualificationCybersecurity & ITFinancial ServicesHealthcare & SocialFinance & AccountingInformation TechnologyFinancial advice (FSB/FAIS)Field 03 – Business, Commerce and Management StudiesOQSF – Occupational Qualifications Sub-frameworkBlendedFace-to-FaceOnlineEastern CapeFree StateGautengKwaZulu-NatalLimpopoNorth WestWestern CapeB-BBEE skills development spendCounts as an absorbed learner opportunitySection 12H tax allowance

NQF level
6
Credits
515
Duration
36 months
Training days
45 contact days
SAQA ID
105026
SAQA subfield
Finance, Economics and Accounting
Prior learning
Recognised
SAQA registration ends
2025-12-30

This programme runs longer than 12 months, so fees are charged per year — year two is billed in the second year and apportioned according to how quickly the learner completes. Fees depend on learner numbers, funding route and delivery model, so we quote per client rather than publish a price.

What the learner will be able to do

  • Provide advice to clients regarding the use of Long Term Insurance to manage risks and protect wealth.
  • Provide advice to clients regarding the implementation of Employee benefits and Retirement Funds.
  • Provide advice regarding the use of Health Care benefit programmes.
  • Provide advice to clients to grow and protect wealth through appropriate Investments and related methods.

Entry requirements

Matric (NQF 4) or equivalent

What this leads on to

Horizontal Articulation:
This qualification articulates horizontally with the following qualification:
Diploma in Financial Services Operations, Level 6.

Vertical Articulation:
This qualification ar

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