Insurance and Retirement Benefits Advisory Skills Training

Learning Outcomes

• Apply knowledge of insurance and retirement benefit products to advise business entities on suitable solutions.
• Analyze the legislative and regulatory framework governing insurance and group retirement benefits in South Africa.
• Evaluate the financial needs of business entities and recommend appropriate insurance and retirement benefit structures.
• Demonstrate the ability to communicate complex benefit information to business clients clearly and ethically.
• Implement advisory processes that comply with industry codes of conduct and fiduciary responsibilities.

Target Audience

This course is designed for financial advisors, insurance brokers, and employee benefits consultants who advise business entities on insurance and group retirement benefits. It is also suitable for professionals seeking to specialize in corporate benefits advisory.

Prerequisites

None — open enrollment. However, a basic understanding of financial services or employee benefits is recommended.

Course Outline

Practicals

Overview

Practical sessions enable learners to apply advisory skills in simulated client scenarios. Learners practice fact-finding, needs analysis, and product recommendation, followed by role-play of client meetings and compliance documentation. These hands-on activities reinforce theoretical knowledge and build confidence for real-world advisory contexts.

Practical Activities

• Client Fact-Find and Needs Analysis — Learners complete a comprehensive fact-find form for a given client profile and identify insurance and retirement needs. (2h)
• Product Matching and Quotation Preparation — Using product information sheets, learners select appropriate insurance and retirement products and prepare a quotation with full disclosure. (2h)
• Advisory Meeting Role-Play — In pairs, learners role-play a client advisory meeting, presenting recommendations, handling objections, and obtaining sign-off. (2h)

Summatives

Each delegate is assessed continuously throughout the course via daily exercises, scored practical assignments, and a final summative test at the end.

Practical Assignments — 30%

Practical assignments are observed and scored against a rubric during the practical sessions. Each delegate's practical mark is averaged into a single 100% score and contributes 30% to the final total.

Daily Exercises — 20%

Every training day ends with a multiple-choice exercise scored out of 100%. The scores from each daily exercise are averaged across the duration of the course to produce a Daily Average mark, which contributes 20% to the final total.

Final Test — 50%

On the last day a final summative test is written. It is a multiple-choice paper with multiple-answer questions: each question may have more than one correct option, and a single wrong selection on a question marks the entire question wrong — no partial credit. The final test is scored out of 100% and contributes 50% to the overall mark.

Final Total

Component	Out of	Weight
Practical Assignments (rubric-scored)	100%	30%
Daily Average (multiple choice)	100%	20%
Final Test (multi-answer multiple choice)	100%	50%
Final Total	—	100%

All marks are recorded on the AATICD LMS and visible to each learner under their account.

Certificate

How it works

• Certificates are auto-generated on the AATICD LMS as soon as the marks pass the 50% threshold.
• Each certificate is a branded PDF with the delegate's name, the course title, the unit standard ID, NQF level, credits, and the date of issue.
• You can download or print your certificate from your LMS dashboard at any time after issue — there's no reissue fee and no expiry date.
• If you scored under 50% you can sit the final test again at the next scheduled session at no extra cost.

Where to find it

Sign in to the LMS, open your dashboard, and your certificates appear under My Certificates. Each entry has a View / Download button and a print option.

Training Discounts

Group discounts apply automatically — the more delegates you enrol, the greater the saving. Discounts are calculated at 3% per 5 delegates, scaling up to 40% off for 100+ delegates.

Delegates	Discount
5	3% off
10	6% off
15	9% off
20	12% off
25	15% off
30	18% off
50	30% off
75	35% off
100	40% off

3% discount per 5 delegates, up to 40% off for 100+ delegates. Contact us for a custom group quote.