Occupational Certificate: Financial Advisor

by Felix Risk Training Consultants Claim Listing

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.

Price : Enquire Now

Contact the Institutes

Fill this form

Advertisement

Felix Risk Training Consultants Logo

img Duration

12 Months

Course Details

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
  • Berea Branch

    4 Meadow Road Sparks, Berea, Durban

Check out more Financial Management courses in South Africa

Matasolve Academy Logo

Personal Financial Management

Personal Financial Management Course is offered by Matasolve Academy.

by Matasolve Academy
Rich Skills Training Center Logo

Personal Financial Management

Personal Financial Management course is offered by Rich Skills Training Center. Rich Skills Training Centre concentrates on providing high quality Education, Training and Skills Development at lower Prices to ensure affordability by the youth and young adults of all races, gender and backgrounds.

by Rich Skills Training Center
Academy of York Logo

Financial Statements

Financial Statements Course is Offered by Academy of York.

by Academy of York [Claim Listing ]
School of Shipping Logo

Interpret Basic Financial Statements

The program is designed to provide non financial managers with a better understanding of  financial management and  empowers learners with enough understanding of the financial forces that affect the Decision making process. Delegates will be given the ability to interpret financial statement...

by School of Shipping [Claim Listing ]
The CharterQuest Institute Logo

Enhanced Standard Operating Procedures In Financial Management Short Course (Municipal Finance Management)

Enhanced Standard Operating Procedures In Financial Management course is offered by The CharterQuest Institute. Leaders In Professional Accounting, Treasury & Finance Education. The CharterQuest Institute is based in Johannesburg, South Africa.

by The CharterQuest Institute

© 2024 coursetakers.com All Rights Reserved. Terms and Conditions of use | Privacy Policy