Long – Term Insurance Adviser – NQF Level 5
QCTO Learnership
Course overview
The Occupational Certificate: Long Term Insurance Adviser equips learners with the competencies required to advise clients on long-term insurance products that sustain and protect wealth. This programme addresses the technical, regulatory, and advisory skills necessary for effective participation in the financial services sector. It enables learners to assess client needs, recommend appropriate solutions, and implement wealth creation and protection strategies in compliance with legal and ethical requirements. Designed as a part-qualification within the Financial Advisor learning pathway, this certificate forms a foundation for further specialisation in financial advice, retirement planning, investments, and related disciplines.
Learning Outcomes
On successful completion of this qualification, learners will be able to:
A Qualified Learner Will Be Able To:
Entry Requirements
Learners are required to have:
- A National Senior Certificate (NQF Level 4) or equivalent, with Communication as a competency.
Recognition of Prior Learning (RPL) is available for those who can demonstrate competence through work experience or prior studies.
International Comparability
This part-qualification is pegged at NQF Level 5 on the Occupational Qualifications Sub-Framework. It forms part of the Occupational Certificate: Financial Advisor (NQF Level 6) learning pathway and may articulate horizontally or vertically to related occupational certificates such as:
- Occupational Certificate: Health Care Benefits Advisor (NQF 5)
- Occupational Certificate: Employee and Pension Fund Benefit Advisor (NQF 5)
- Occupational Certificate: Employee and Pension Fund Benefit Advisor (NQF 5)
Potential Career Opportunities
Graduates of this programme may pursue roles such as:
This qualification serves as an entry point into professional financial advising, with pathways to higher-level advisory and specialist positions.
Learning Options:
The qualification can be completed through accredited training providers or approved workplaces. Learning incorporates:
- Knowledge Modules: Covering industry overview, regulatory compliance, and advisory principles.
- Practical Skills Modules: Focusing on analyzing client needs, evaluating solutions, and implementing advice.
- Work Experience Modules: Providing hands-on exposure to wealth creation and insurance advisory processes.
Assessment includes formative evaluations, workplace experience, and an External Integrated Summative Assessment conducted by INSETA as the Assessment Quality Partner.
Course Details:
