01
Recognised Qualification
Study towards an occupational qualification registered on South Africa’s National Qualifications Framework.
YOUR FUTURE BEGINS HERE
Become a certified
financial advisor
with confidence.
Take the next step towards a meaningful career in financial services with the Occupational Certificate: Financial Advisor — a SAQA-aligned programme designed for real opportunity.
✓ SAQA ID 105026 • NQF Level 6 • 515 Credits
Flexible studyOnline & classroom options
Career-ready learningSkills for the finance sector
THE QUALIFICATION AT A GLANCE
06NQF Level
515Total Credits
105026SAQA Qualification ID
INSETAQualification Originator
YOUR AMBITION.
OUR COMMITMENT.
OUR COMMITMENT.
ABOUT ZPE BUSINESS ENTERPRISE
Education designed for real opportunity.
ZPE Business Enterprise provides career-focused financial advisory training, helping learners develop the knowledge, practical skills and workplace experience needed to pursue opportunities in South Africa’s financial services industry.
Accredited training, flexible learning pathways and Recognition of Prior Learning help make progress more accessible for determined learners.
◎
Our Mission
Equip aspiring professionals with relevant, high-quality financial advisory skills.
✧
Our Vision
Develop confident, capable financial services professionals throughout South Africa.
OUR FLAGSHIP PROGRAMME
Learn today. Lead tomorrow.
Practical, career-oriented training to help you build a solid foundation in financial advice.
FINANCIAL SERVICES
Occupational Qualification
Occupational Certificate: Financial Advisor
Develop expertise across long-term insurance, employee benefits, retirement funds, healthcare benefits and investments.
Apply for This Course ↗How the programme is structured
A balance of knowledge, practical application and workplace experience.
01 · Knowledge Modules140 credits
Core concepts in insurance, investments, benefits and retirement planning.
02 · Practical Skills256 credits
Apply financial advice principles to realistic client needs.
03 · Work Experience119 credits
Build relevant workplace exposure and professional confidence.
Recognition of Prior Learning (RPL)
Relevant previous learning and experience may be considered for access or assessment.
THE ZPE ADVANTAGE
More than a qualification.
A foundation for what’s next.
We put your professional growth at the heart of the learning experience.
02
Flexible Learning
Explore online and classroom-based learning opportunities to suit your circumstances.
03
Industry-Relevant Skills
Build knowledge for roles across insurance, retirement planning and financial advisory.
04
RPL Pathways
Ask about Recognition of Prior Learning if you already have relevant professional experience.
YOUR CAREER PATH
Invest in yourself.
The return is your future.
From financial advisor and insurance consultant to employee-benefits and retirement-services roles, discover the opportunities that your learning could support.
Take the First Step ↗
HOW TO ENROL
Your enrolment journey is simple and guided.
Follow the real ZPE process from your first review through final confirmation.
01
Review Entry Requirements
Confirm you meet the programme requirements and eligibility criteria.
02
Gather Required Documents
Prepare your certified ID, qualification documents and supporting information.
03
Fill Out the Online Enrolment Form
Complete the application form with your personal and academic details.
04
Upload Required Documents
Attach ID, qualifications and any other requested documents to your application.
05
Pay the Application Fee
After submission, follow the instructions for the non-refundable application fee.
06
Receive Confirmation
You will be notified by email once your application has been processed.
Entry requirements & important notes
Keep these ready before you apply. RPL is recognised for access and external assessments, and EISA support is available.
- NQF Level 4 qualification with a focus on communication
- Certified copy of ID or Passport
- Certified copy of your NQF Level 4 qualification
- Recent passport-size photograph
- Proof of application fee payment
- RPL support available where applicable
ZPE CERTIFICATE SHOWCASE
See the ZPE certificate style.
A visual showcase section to highlight the professional certificate presentation associated with the ZPE learning journey.
Certificate Preview
ZPE BUSINESS ENTERPRISE
Occupational Certificate
Financial Advisor
ZPE
Accreditation Highlight
LEARNER ACHIEVEMENT
Professional Training
Financial Advisory Studies
INSETA
Completion Design
QUALIFICATION COMPLETION
Certificate of Completion
Financial Advisor Programme
105026
ZPE BUSINESS ENTERPRISE · APPLY ONLINE
Enrollment Application Form
Occupational Certificate: Financial Advisor · SAQA ID 105026 · NQF Level 6 · 515 Credits
What happens after submitting?
ZPE reviews your application, contacts you about documents and fee instructions, then confirms your enrolment status.
Need assistance?
Call +27 12 065 1079 or WhatsApp +27 84 695 1109.
GET IN TOUCH
Let’s talk about your future.
Have questions about the programme or application process? Connect with our Pretoria team.
Ready to invest in your future?
We’re ready when you are. Let’s get you started.