Overview

This qualification equips you with the essential skills to analyze clients’ needs, evaluate insurance options, and provide tailored advice on long-term wealth creation and protection. Enroll today to shape your future in financial advising and client management

This qualification prepares learners to operate as Insurance Claims Administrators or Assessors, assessing the validity of claims against contracts and recommending whether to settle or reject claims.

Programme Outline

• Understand the Regulatory Requirements for Advising Clients on Insurance and Investments
• Analyze Clients’ Long-Term Wealth Creation and Protection Needs
• Evaluate Available Long-Term Wealth Creation and Protection Options
• Recommend and Implement Appropriate Insurance Solutions for Clients
• Build and Maintain Strong Client Relationships through Effective Communication
• Develop Knowledge of Insurance Savings and Retirement Planning Principles
• Gain Practical Experience in Providing Financial Advice and Wealth Management
• Understand the Investment Advisory Industry’s Key Principles and Practices
• Develop Skills to Support Clients in Achieving their Long-Term Financial Goals

Skills You will develop

This qualification equips you with the essential skills to analyze clients’ needs, evaluate insurance options, and provide tailored advice on Long-Term wealth creation and protection.

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