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 learners 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 

Programme Outline

• 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

Possible Careers

• Financial Advisors
• Personal Financial Planners
• Financial Services Call Centre Agents
• Client Service Providers
• Brokers
• Broker Consultants
• Retirement Fund Consultants
• Retirement Fund Administrators
• Trust Fund Officers
• Product Developers