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Financial Advisor

Category: Accounting and Finance

Course Details:

This Module is at NQF level 05 and successful completion of the module will earn you credits towards Occupational Certificate: Financial Investment Advisor. The material will enable you to understand the fundamentals of healthcare benefits

Course Syllabus

Admission Requrements

• The minimum entry requirement is the National Senior Certificate or National Certificate Vocational with appropriate subject combinations and levels of achievement; or

• An equivalent NQF level 4 qualification with proven proficiency in English

• It is possible in some cases, to gain entry into the programme on the basis of Recognition of Prior Learning (RPL)

Outcome:

Upon successful completion of the Financial Advisor Certificate programme, the student should be able to:

  • Apply basic mathematics in a business context;
  • Apply management principles in a work-based context;
  • Communicate effectively through varied media (e.g. written, verbal, visual);
  • Demonstrate skill in the use of technology and computer software applications in business and industry;
  • Display competence in interpreting and analysing financial statements;
  • Make sound management decisions based upon planning and examination of appropriate alternatives;
  • Demonstrate an understanding of the fundamental principles of marketing; and
  • Understand the legal system as it relates to business systems.
    • Online Course

      One Year Course

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      • Duration: 12 Months
        Modules

        • Introduction to Financial Advisement

        • End User Computing/Digital Transformation in the Finance Environment

        • Business Mathematics

        • Introduction to Business Law

        • Fundamentals of Project Management

        • Business Communication

        • Accounting and Finance

        • Fundamentals of Marketing

      Assessment

      • • Knowledge Checks
      • • Short essay questions
      • • Project

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