Health Care Benefits Advisor – NQF Level 5
QCTO Learnership
Course overview
The Occupational Certificate: Health Care Benefits Advisor is designed to equip learners with the knowledge, practical skills, and workplace experience required to provide professional advice on the selection and use of healthcare benefit products and structures.
This qualification responds to the growing need for competent professionals in the financial and healthcare benefits sector, supporting the objectives of the National Development Plan through job creation, improved financial literacy, and social wellbeing.
As a part-qualification within the Financial Advisor suite, it lays the foundation for learners to progress into specialised or advanced advisory roles within the insurance and financial services industry.
Learning Outcomes
On successful completion, learners will be able to:
A Qualified Learner Will Be Able To:
Entry Requirements
The Occupational Certificate: Health Care Benefits Advisor aligns closely with comparable international programmes, including:
- Ireland: Professional Certificate in Insurance (Accredited Product Adviser – APA) offered by The Insurance Institute, covering compliance, healthcare insurances, and client advisory services.
- Australia: FNS51215 Diploma of Insurance Broking, preparing learners for professional advisory roles in risk and insurance management.
The South African qualification compares favourably in terms of purpose, level, and duration, reflecting global standards for healthcare benefits advisory training.
Occupational Trainer – NQF Level 5 Certification
This qualification is registered on the Occupational Qualifications Sub-Framework (OQSF) at NQF Level 5. It forms part of the Occupational Certificate: Financial Advisor (NQF Level 6) and serves as a pathway for progression to higher-level financial advisory qualifications.
Potential Career Opportunities
Graduates of this qualification can pursue roles such as:
With further study and workplace experience, learners may progress to roles such as Investment Advisor or Financial Advisor (NQF Level 6).
Learning Options
Accredited skills development providers offer this qualification through:
- Classroom-based learning with practical workshops.
- Blended learning, combining face-to-face instruction, online modules, and self-study resources.
- Workplace-based experiential learning, allowing learners to apply theory in real advisory environments.
Learners must complete all knowledge, practical skills, and work experience modules and successfully undergo an external Integrated Summative Assessment conducted by the QCTO’s Assessment Quality Partner (INSETA).
Course Details:
