Financial Advisor – NQF Level 6
QCTO Learnership
Course overview
The Occupational Certificate: Financial Advisor is a nationally registered qualification designed to equip learners with the knowledge, practical skills, and workplace experience required to provide professional financial advisory services.
This programme develops competence in analysing clients’ financial needs, facilitating solutions to protect and grow wealth, and advising on insurance, investments, retirement funds, employee benefits, and health care benefit programmes.
Aligned with South Africa’s National Development Plan, the qualification supports job creation, social harmony, and the growth of the financial services sector by preparing professionals to deliver high-quality advice that promotes sustainable wealth creation and protection.
Learning Outcomes
On completion of this qualification, learners will be able to:
A Qualified Learner Will Be Able To:
Entry Requirements
This qualification compares favourably with:
- Australia: FNS30615 Certificate III in Insurance Broking – which prepares entry-level advisors and broking assistants in providing insurance and related financial services
- United Kingdom: Level 4 Diploma for Financial Advisors (DipFA) – recognised by the UK Financial Conduct Authority for retail investment advisors, with a focus on ethics, regulation, and client-focused financial planning.
All three qualifications share a focus on regulatory compliance, client advice, and applied financial knowledge, with the Occupational Certificate tailored to the South African context and legislation.
Occupational Trainer – NQF Level 6 Certification
This programme is a QCTO-registered Occupational Certificate at NQF Level 6. Learners will complete knowledge, practical skills, and workplace experience modules, culminating in an External Integrated Summative Assessment conducted by the relevant QCTO Assessment Quality Partner.
Potential Career Opportunities
Successful learners will be qualified to work in a wide range of financial advisory and related roles, including:
Learning Options
The qualification may be pursued through:
- Full-time study at an accredited training provider
- Part-time or distance learning combined with workplace experience
- Workplace-based learning under the supervision of an accredited employer, integrated with formal training modules.
Learning culminates in an External Integrated Summative Assessment to achieve the Occupational Certificate.
Course Details:
