OC: Financial Advisor

The purpose of this qualification is to prepare a learner to operate as a Financial Advisor.

A Financial Advisor analyses the financial needs of clients and facilitates processes to implement solutions that will contribute towards the protection and growth of wealth for clients.

A qualified learner will be able to:

• Provide advice to clients regarding the use of Long Term Insurance to manage risks and protect wealth.
• Provide advice to clients regarding the implementation of Employee benefits and Retirement Funds.
• Provide advice regarding the use of Health Care benefit programmes.
• Provide advice to clients to grow and protect wealth through appropriate Investments and related methods.