Occupational Certificate: Investment Adviser

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

LearnershipPart-QualificationSAQA-Registered QualificationFinancial ServicesFinance & AccountingFinancial advice (FSB/FAIS)Field 03 – Business, Commerce and Management StudiesOQSF – Occupational Qualifications Sub-frameworkBlendedNationalB-BBEE skills development spendCounts as an absorbed learner opportunitySection 12H tax allowance

NQF level
6
Credits
213
Duration
12 months
Training days
30 contact days
SAQA ID
105021
SAQA subfield
Finance, Economics and Accounting
Prior learning
Recognised
SAQA registration ends
2025-12-30

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 to grow and protect wealth through appropriate Investments and related methods.

Entry requirements

NQF Level 4 With Communication

What this leads on to

Horizontal Articulation:
This qualification articulates horizontally with the following qualification currently under development:
Occupational Certificate: Financial Advisor; Level 6, 515 Credits.

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