Long Term Insurance Adviser
Develop your understanding of protection needs and client service.
Explore the knowledge and communication skills associated with long-term insurance. Build a clearer understanding of client information, product features and the responsibilities involved in an advice-related role.
- Current intake
- Request current intake and fee information.
- SAQA ID · NQF Level
- 105022 · NQF 5
- Verify scope & intake
QualificationInsurance
Programme Overview
Understanding a client’s circumstances is an important starting point when discussing long-term insurance. This learning pathway focuses on the occupational context, the information needed for a meaningful conversation and the importance of explaining products and limitations clearly.
Who should enquire?
People working in insurance service or support roles, and applicants interested in a long-term insurance pathway, are welcome to request programme information. Suitability and admission are considered against the confirmed requirements.
Entry Requirements
Contact Finweb to confirm current entry requirements before applying.
Relevant experience may be considered through an applicable RPL process. Ask us whether this option is available for your circumstances.
Your Learning Journey
Explore client fact-finding, protection needs, policy information, record-keeping and professional communication through the confirmed curriculum and learning activities.
Your programme plan will explain the knowledge, practical and workplace components that apply, including any arrangements you must make for workplace experience.
Assessment and Professional Responsibilities
You will receive information about the evidence and assessments required for the programme. Where an external assessment applies, its admission and completion requirements must also be met.
This programme is a learning pathway. Before taking up an advice role, check the separate requirements that apply to the role with the relevant employer or professional authority.
Digital Learning Support
Where eCampus forms part of your programme, use it to access learning materials, complete assigned activities and follow communication from the programme team.
Request for Quote
Request a quote for current programme fees, available dates and what is included.