Employee And Pension Fund Benefit Adviser – NQF Level 5
QCTO LEARNERSHIP
Course overview
The Occupational Certificate: Employee and Pension Fund Benefit Adviser (SAQA ID 105025) is a nationally registered qualification designed to equip learners with the knowledge, skills, and work experience required to advise organisations on the selection, implementation, and management of pension and employee benefit products.
This programme addresses the growing need for professionals who can provide accurate, compliant, and client-focused financial guidance in areas such as retirement funds, medical schemes, employee benefits, and investment structures. It supports South Africa’s National Development Plan by enhancing the capacity of the financial services sector and creating pathways for employment and professional growth.
Learning Outcomes
On successful completion of this qualification, learners will be able to:
A Qualified Learner Will Be Able To:
Entry Requirements
Learners must hold a National Senior Certificate or equivalent at NQF Level 4, with Communication as a key competency. Recognition of Prior Learning (RPL) may be applied for access to the qualification or the External Integrated Summative Assessment, provided learners can supply statements of results or verified work experience records.
International Comparability
This qualification is comparable to:
- United Kingdom: The Diploma in Employee Benefits and Retirement Savings offered by the Pensions Management Institute (PMI). Both qualifications focus on retirement provision, regulation, and employee benefits, supporting professional standards in the pensions and benefits advisory industry.
- Australia: The Diploma of General Insurance (FNS51115), which develops advisory and compliance skills for professionals in insurance and financial services. Like the South African qualification, it addresses client advisory skills, compliance, and risk management.
These international benchmarks confirm the global relevance and alignment of this occupational certificate with industry best practices
Occupational Trainer – NQF Level 5 Certification
This programme is registered as an Occupational Certificate at NQF Level 5 (110 Credits) under the Occupational Qualifications Sub-Framework (OQSF). It forms part of the pathway leading to the Occupational Certificate: Financial Advisor (NQF Level 6).
Potential Career Opportunities
Graduates of this programme may pursue roles in a variety of financial services environments, including:
These opportunities exist within banks, retirement funds, insurance companies, consulting firms, medical schemes, and collective investment organisations.
Learning Options
This qualification is offered by accredited training providers and approved workplaces under the guidance of INSETA as the Assessment Quality Partner. Delivery modes may include:
- Classroom-based learning: Facilitated sessions covering theoretical knowledge and regulatory frameworks.
- Workplace learning: Practical exposure to advising on employee benefits and pension fund structures.
- Blended learning: A combination of online and face-to-face delivery, where available.
Successful learners must complete an External Integrated Summative Assessment, administered by the QCTO through INSETA, to achieve the qualification.
Course Details:
