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Occupational Qualification · H4

Discretionary Grant · Upcoming

Health Care Benefits Advisor

QCTO Aligned Audit-ReadyINSETA
NQF Level
NQF Level 5
Credits
102
Duration
—
SAQA ID
105030
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Official QCTO Registry Profile

Source: SAQA / QCTO registry
SAQA ID
105030
Min Credits
102
Registered
2018-12-07
Re-registration
2025-12-30
Field
Field 03 - Business, Commerce and Management Studies
Sub-field
Finance, Economics and Accounting

Sample Asset Preview

Curriculum Alignment MatrixCRN ZA-SDP-2026-089
Curriculum Alignment Matrix — page 1
Curriculum Alignment Matrix — page 2
Curriculum Alignment Matrix — page 3
Curriculum Alignment Matrix — page 4
Curriculum Alignment Matrix — page 5
Page 1 of 5

Overview & Scope

Programme Profile

Target Designation
Certified Health Care Benefits Advisor Practitioner
Competency Focus
Master specialised practical applications, safety criteria, and regulatory mandates required of a qualified Health Care Benefits Advisor.
Academic Weight
Full national recognition at NQF Level 5 yielding 102 credits upon successful PoE verification.
Work Opportunities
Deployment across As a qualified health care benefits advisor, you can find employment opportunities in Insurance, Financial Planning including hospitals, clinics, home care agencies, NGOs, and community health centres. Your skills will be in demand across both public and private sectors, and you may also choose to work as an independent contractor or start your own business in this field. operations under INSETA scope.
Audit Objective
Bridges operational skills deficits under the governing INSETA quality matrix.
Value Proposition
Measurable, legally compliant skills that optimise productivity, satisfy Workplace Skills Plans (WSP), and unlock B-BBEE scorecard weight.
Introduction▾

Designed as a Occupational Certificate at NQF Level 5 worth 102 credits, the Health Care Benefits Advisor equips you with both theoretical understanding and hands-on capabilities. You will learn to perform complex tasks, solve real-world problems, and adapt to the demands of a dynamic work environment. This qualification is your stepping stone to becoming a confident, capable professional.

Purpose▾

A Health Care Benefits Advisor advises clients on the selection and use of appropriate healthcare benefit products and structures.

Entry Requirements▾

Recognition of Prior Learning (RPL): RPL for Access to the External Integrated Summative Assessment: Accredited providers and approved workplaces must apply the internal assessment criteria specified in the related curriculum document to establish and confirm prior learning. Accredited providers and workplaces must confirm prior learning by issuing a statement of result or certifying a work experience record. RPL for access to the qualification: Accredited providers and approved workplaces may recognise prior learning against the relevant access requirements. Entry Requirements: NQF Level 4 qualification with Communication.

SAQA Rationale▾

This qualification is the result of an industry process where the current unit standard based qualifications are being re-aligned into Occupational Qualifications. The qualification caters for building competence at Levels 5 and 6. This part qualification is part of a set of three, enabling the development of new entrants into the occupation and then catering for the further development as the employees specialise and eventually grow to become fully fledged Financial Advisors. The effective use of wealth creation tools to grow wealth is essential for the protection and wellbeing of citizens. This industry provides an essential service in support of the development of the country and the achievement of the National Development Plan's objectives. The growth of the financial services industry is dependent on the training and education of staff that will be able to provide professional financial services to people across the nation. This qualification will therefore support the National Development Plan and will contribute towards job creation and social harmony; it provides the basis for entry into the industry. The qualification has relevance for learners who act as a Health Care Benefits Advisors, advising clients on the selection and use of appropriate healthcare benefit products and structures of various Medical Schemes.

Learning Assumed to be in Place & RPL▾

Recognition of Prior Learning (RPL): RPL for Access to the External Integrated Summative Assessment: Accredited providers and approved workplaces must apply the internal assessment criteria specified in the related curriculum document to establish and confirm prior learning. Accredited providers and workplaces must confirm prior learning by issuing a statement of result or certifying a work experience record. RPL for access to the qualification: Accredited providers and approved workplaces may recognise prior learning against the relevant access requirements. Entry Requirements: NQF Level 4 qualification with Communication.

Exit Level Outcomes▾

1. Provide advice regarding the use of Health Care benefit programmes.

Learning Material Included

  • Learner Guide (Theory and Knowledge Modules)
  • Facilitator Guide
  • Workplace Logbook
  • Formative and Summative Assessment
  • Assessor Guide & Marking Memorandum
  • SETA / QCTO Alignment Matrix
  • Administrative & Onboarding Pack
  • Implementation Plan

Moderator-Ready Curriculum Breakdown

6 modules · 102 credits

Theory, regulatory and safety knowledge. Each row carries the registered module code, NQF level and credit weight used for formative assessment rubric mapping.

  • Knowledge13 cr

    241301-001-00-00-KM-01, Overview of the Investment Advisory Industry

    NQF Level 5

  • Knowledge17 cr

    241301-001-00-00-KM-02, Regulatory requirements for advising clients regarding insurance and investments

    NQF Level 5

  • Knowledge15 cr

    241301-001-00-00-KM-03, Health Care benefits advisory services

    NQF Level 5

Sub-total credits45
QCTO & INSETA AlignedSAQA 105030

Qualification 105030 · Curriculum Architecture

Occupational Certificate: Health Care Benefits Advisor · NQF Level 5 (102 Credits)

Filter View
§ 01

Three Curriculum Pillars

45
Credits

Knowledge Modules

Classroom & E-Learning

KM-01 to KM-03 · 3 modules
  • Facilitated lectures & self-study
  • Written question banks
  • Formative comprehension checks
43
Credits

Practical Skill Modules

Simulated Line Tasks

PM-01 to PM-02 · 2 modules
  • Simulated line tasks
  • Observation rubrics
  • Structured task sheets
14
Credits

Work Experience Modules

On-the-Job Production

WM-01 to WM-01 · 1 modules
  • On-the-job rotation
  • Mentor logbooks
  • Workplace sign-offs
§ 02

Evidence & Audit Pipeline

Learner Portfolio of Evidence (PoE)
Owner · Candidate
▾
1
Admin & Registration

ID, learner contract, induction pack, POPIA consent.

2
Knowledge Evidence

Written assessments & question banks — KM-01 to KM-07.

3
Practical Evidence

Task sheets, observation rubrics, assessor photos.

4
Workplace Evidence

Logbooks, mentor sign-offs, supervisor letters.

Assessor Master File
Owner · Registered Assessor
▾
5
Assessment Reports

Judgements, learner feedback, remediation agreements, appeals log.

Internal Moderation & Quality File
Owner · Moderator / SDP
▾
6
Moderation Evidence

10% sampling matrix, HACCP/LOTO compliance sheets, SDP sign-off.

§ 03

Final Accreditation Gateway

Step 1
Statement of Results

Issued by the accredited Skills Development Provider once internal moderation is signed off.

Step 2
EISA Readiness Declaration

Provider submits declaration + PoE to the Assessment Quality Partner (AQP).

Step 3
National Qualification Certificate

QCTO awards the SAQA-registered certificate on successful EISA outcome.

Learner Certified · Uploaded to National Learner Records Database (NLRD)

Audit & Compliance

Evidence & Audit Pipeline

From portfolio assembly to external sign-off — the exact route your evidence travels.

  1. Step 1

    PoE Assembly

    Learner evidence, formative records and logbook entries filed against the alignment matrix.

  2. Step 2

    Internal Assessment

    Registered assessor judges each KM/PM/WM outcome using the supplied instruments.

  3. Step 3

    Internal Moderation

    Sampling and verification of assessor decisions, with remediation loop before submission.

  4. Step 4

    External Moderation

    SETA/QCTO desktop audit and certification upload against registered credits.

Broken Standard vs i2Graduates Standard

The measurable delta between improvised material and an audit-ready suite.

Broken Standard

i2Graduates Standard

Curriculum Mapping

Photocopied guides with mismatched outcomes

3 KM + 2 PM + 1 WM modules mapped to NQF Level 5

Assessment Bank

Missing formative and summative assessments

Pre-validated assessment bank per module

Alignment Evidence

No alignment matrix — audit fails

INSETA alignment matrix included

Facilitation

Facilitators improvise Health Care Benefits Advisor delivery

Facilitator scripts + learner activities per credit

Portfolio of Evidence

PoE gaps flagged in moderation

PoE templates that survive external moderation

View on SAQA

Pricing & Delivery Tiers

Base licence from R60 100

Digital Master Suite

Editable master files, licensed to your SDP

  • Learner Guide, Facilitator Guide & Assessment Suite
  • Workplace logbook + alignment matrix (editable)
  • Instant digital delivery under institutional licence
  • Free minor corrections for 12 months
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Most selected

Turnkey Print & Bound Package

Printed, bound and couriered per learner

  • Everything in the Digital Master Suite
  • Full-colour print, wire-bound learner packs
  • Per-learner PoE folders and dividers
  • Nationwide courier with tracked delivery
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Full Enterprise Accreditation Bundle

Assets plus accreditation support end-to-end

  • Everything in the Print & Bound Package
  • Bespoke QMS build mapped to your scope
  • Moderation dry-run + written remediation report
  • Brand & metadata integration across the suite
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Complementary Services

Optional add-ons that harden your accreditation scope before an external audit.

Bespoke QMS Build

We author your Quality Management System — policies, procedures, records, matrices — mapped to your accreditation scope. From R18,500.

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Moderation Consultation

External moderation dry-run on your PoE + delivery pack. Written report with fixes before your real audit. From R4,900.

Book Moderation Session

The i2Graduates Quality Guarantee

Every page of this bundle is checked for sequence and structural accuracy — no missing pages, no shortcuts. You get pre-validated assessment instruments ready to survive rigorous compliance moderation, wrapped in a curriculum your facilitators will enjoy teaching.