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INSURANCE LEARNERSHIPS

QCTO: Long-term Insurance Advisor NQF 5

(ID 32Q320070071805)
skills development
QCTO logo

Long-term Insurance Advisor NQF 5

Qualification Overview Duration Delivery Method Who Should Attend Prerequisites Qualification Modules Course Outcomes The Secret To Success
Qualification Overview
Long-term Insurance Advisor NQF 5 - Qualifications Overview

The purpose of this qualification is to prepare the candidates to operate as Long-Term Insurance Advisors.

The candidates will learn the principles of providing sound advice to clients regarding insurance products, savings and retirements plans. They will also learn how to protect and sustain the clients wealth.

Duration
Duration

This qualification is run over 12 months.

Delivery Method
Delivery Method

Training will take place using the tried-and-tested benefits of instructor-led learning, either face-to-face or virtually. 

Alternatively, individual learners can join an open group by clicking on the Enquire/Register Now button. 

Who Should Attend
Who Should Attend

The programme is intended for individuals in the Insurance Sector as well as the individuals that would like to join the Sector.

Prerequisites
Prerequisites

We offer a thorough pre-assessment process to align learners to appropriate qualifications and levels. Entry requirements for this qualification include:

• NQF Level 4 qualification with Communication.

Qualification Modules
Qualification Modules

Cluster 1: Investment Advisory (13 credits)
(241301-001-00-00-KM-01)

Cluster 2: Financial Advisory (17 credits)
(241301-001-00-00-KM-02)

Cluster 3: Financial Planning Principles (16 credits)
(241301-001-00-00-KM-06)

Cluster 4: Wealth Creation Analysis (31 credits)
(241301-001-00-00-PM-01)

Cluster 5: Wealth Creation Evaluation (27 credits)
(241301-001-00-00-PM-02)

Cluster 6: Wealth Creation Recommendations (26 credits)
(241301-001-00-00-PM-03)

Work Experience (50 Credits): 241301-001-00-00-WM-01

Course Outcomes
Course Objectives
    • Receive stock and record the receipt in a manner that minimises losses and maintains accurate stock records.
    • Dispatch stock and record the dispatch in a manner that minimises losses and maintains accurate stock records.
The Secret To Success
The Secret To Success

A Learnership is an extremely complex  and often challenging project that requires:

Learner engagement, retention and completion is dependent on a number of key factors:

Choosing the right Learnership
Sourcing the right learners
Designing the right plan
Providing the right support
Enquire Now
Download Overview
Learnership Qualifications

Business Administration

NC - Business Administration Services NQF 3

FETC - Business Administration Services NQF 4

OC - Office Administration NQF 5

OC - Office Supervisor NQF 5

Business Management

NC - Management NQF 3

FETC - General Management NQF 4

NC - General Management NQF 5

NC - Customer Management NQF 5

NC: Management NQF 3

Contact Centre

OC - Contact Center Manager NQF 5

NC: CONTACT CENTRE AND BPO SUPPORT NQF 3

Information Technology

NC - End User Computing NQF 3

FETC - Technical Support NQF 4

FETC - Systems Development Level 4

OC - Cloud Administrator NQF 4
OC - Internet-of-Things Developer NQF 4
OC - Data Science Practitioner NQF 5
NC - Systems Support NQF 5
NC: Business Analysis NQF 5

Insurance

OC - Long-Term Insurance Advisor NQF 5

 

Marketing

OC - Marketing Coordinator NQF 5

New Venture Creation

NC - New Venture Creation NQF 2

FETC - New Venture Creation NQF 4

Project Management

OC - Project Management NQF 5

Quality Assurer

OC - Quality Assurer

Quality Controller

OC - Quality Controller

Quality Inspector

OC - Quality Inspector

Retail Buyer

OC - Retail Buyer

Sales Representative

OC - Sales Representative

Training and Development

OC - Training and Development Practitioner NQF 5

Visual Merchandiser

OC- Visual Merchandiser

LEARNERSHIP BENEFITS

Learnership_benefits_2

RELATED QUALIFICATIONS

management nqf

NC: MANAGEMENT NQF 3

NC: CONTACT CENTRE AND BPO SUPPORT NQF 3

NC: Contact Centre & Business Process Outsourcing Support NQF 3

OC: Contact Centre Manager NQF 5

NC: Generic Management: Customer Management NQF 5

NC: Generic Management: Customer Management NQF 5

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