Financial Advisor – 105026

Description

QCTO Occupational Qualification, Form 4, Matrix Framework for Financial Advisor – 105026

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

Note: The framework consists of the Knowledge Module Titles, Practical Module Titles, Workplace Experience Module Titles (if applicable to curriculum), Topics and elements – the developer is required to slot in the page numbers against each topic, topic element and codes which is provided in the framework.