Description
QCTO Occupational Qualification, Career Pathway 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
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