Occupational Certificate: Employee and Pension Fund Benefit Adviser
SAQA ID: 105025 | NQF Level: 5 | Credits: 110
Delivery:
Inhouse Corporate
Public Programme
Duration:
12 months
Mode:
Online Facilitated Classes
Accreditation
Quality Council for Trades
and Occupations
Program outline
Programme overview
This qualification is designed to cater for the development of new entrants and the further specialization of employees in the financial services industry. It equips students with advice on Employee Benefits, Retirement Funds, Health Care Benefits, and Investment Strategies, helping clients grow and protect their wealth.
Employee and Pension Fund Benefit Advisers offer guidance to organisations on selecting and implementing appropriate pension and employee benefits products and systems.
Is this course for you?
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- New entrants to the financial services sector
- Advisors looking to specialise in employee and retirement benefits
- Support professionals in brokerage, fund administration, and consulting
Your advantage
Save Time and Money
Connect from anywhere in the online facilitated classes with our industry experts and fellow learners. There is no need to relocate or travel—save time and money while gaining valuable interpersonal skills by participating in collaborative projects.
Study Your Way
Our flexible online evening classes are tailored for working professionals like you. Learn at your own pace so you can balance work and study.
Are you just starting out? Then, attend our intensive foundation program and a job placement to gain the experience needed to succeed in your new career.
Personalized Learning
iFundi’s AI platform tailors your learning journey. Get customized study advice, instant feedback, and dedicated personal support every step of the way.
What will set you apart
In-depth understanding of retirement funds, employee benefits, and insurance products
Skills to analyse organisational benefit needs and offer structured solutions
Knowledge of legislative frameworks and regulatory obligations
Communication techniques for delivering financial advice with clarity and trust
Module breakdown
- Overview of the Investment Advisory Industry
- Regulatory Requirements for Advising Clients on Insurance and Investments
- Principles of Providing Advice on Employee and Pension Fund Benefits
- Analyze Client Organizations’ Needs Related to Retirement Funds and Employee Benefits
- Evaluate Available Employee Benefit and Retirement Fund Options and Structures
- Advise Clients on Structuring the Most Appropriate Retirement Funds and Employee Benefits
Earn a certificate
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- Certification: Occupational Certificate in Employee and Pension Fund Benefit Adviser
- Accreditation: SAQA-accredited (ID: 105025).
- NQF Level: Level 5 with 110 credits.
- Duration: 12 months
iFundi has assisted many leading companies to prepare their teams for the 4th Industrial Revolution. Ready to do the same for your workforce? Speak with one of our advisors today.
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What people ask
What is a pension fund benefit?
It refers to the retirement savings and payouts provided by a fund to its members after they retire, offering long-term financial security.
What is the difference between pension fund administrator and pension fund custodian?
Administrators manage member records and transactions. Custodians safeguard the assets and ensure fund security.
What do pension fund administrators do?
They oversee contributions, disbursements, compliance, and reporting to ensure the fund operates correctly.
What happens to my pension fund when I resign from South Africa?
You may preserve the funds in the retirement system, transfer them to another fund, or withdraw—depending on legislation and your circumstances.