• Wealth Management

Occupational Certificate: Investment Advisor

Purpose

The Investment Advisor programme prepares professionals to analyse investment opportunities and provide structured advice to clients seeking to grow and protect their wealth through appropriate investment strategies.

Investment Advisors play a critical role in supporting clients to make informed financial decisions by evaluating market opportunities, assessing financial instruments and recommending investment solutions aligned with client objectives, financial circumstances and risk tolerance.

Entry Requirements

NQF Level 4 qualification with English communication

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