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Insurance SETA · INSETA

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Window:
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FAIS RE1/RE5 · Underwriting · Claims
H4

SAQA Qualification · 105030

QCTO Compliant

Health Care Benefits Advisor

Credits
102
NQF
NQF Level 5
Seta
INSETA

R60 100

(Once-off Institutional License Fee)

Professional Role & Capability Blueprint


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.

Strategic Institutional Purpose


Audit Objective
Formulated to systematically bridge operational skills deficits under the governing INSETA quality matrix.
Value Proposition
Equips your workforce with measurable, legally compliant skills to optimise productivity, satisfy Workplace Skills Plans (WSP), and unlock maximum B-BBEE scorecard weight.

Who is this for


This qualification is ideal for individuals with some work experience or prior learning who wish to formalise their skills and advance their careers. It is specifically designed for anyone who aspires to become a health care benefits advisor and wants a structured, nationally recognised learning pathway. Whether you are currently working in the field or just starting out, this programme will meet you where you are and take you to the next level.

Qualification Rules · Module Matrix


Official SAQA module breakdown parsed from the qualification's registered rules.

Knowledge Modules (KM)

45 cr

Theory · 3 modules

  • 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

Practical Skill Modules (PM)

43 cr

Applied · 2 modules

  • Practical17 cr

    241301-00-00-00-PM-07, Analyse Client needs regarding Health Care Benefits

    NQF Level 6

  • Practical26 cr

    241301-00-00-00-PM-08, Provide advice on the introduction of Health Care Benefit Programmes

    NQF Level 6

Work Experience Modules (WM)

14 cr

Site · 1 module

  • Work14 cr

    Experience, 241301-001-00-00-WM-03, Participate in the processes of providing advice regarding the implementation of Health Care Benefit Programmes

    NQF Level 5

Total Credits (SAQA)102

Official SAQA Curriculum


Source of truth · SAQA ID 105030 · Field 03 - Business, Commerce and Management Studies › Finance, Economics and Accounting

Min Credits
102
Registered
2018-12-07
Re-registration
2025-12-30
Purpose

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

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.

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)

Learning Material Stack


Learner Guide
Facilitator Guide
Assessment Instruments
SETA Alignment Matrix

Start-to-Exit Moderation Timeline


  1. 1

    Pre-Delivery Setup

    Facilitator induction, learner enrolment forms, baseline assessment, PoE folder issue. Alignment matrix stamped.

  2. 2

    Delivery & Formative Moderation

    Modular rollout with formative assessments per KM/PM. Internal moderator reviews evidence weekly; feedback loop before summatives.

  3. 3

    Summative & External Moderation

    Summative assessments captured, PoE finalised, submitted for external moderation. Certification uploaded to the SETA/QCTO.

Bespoke QMS Build


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

Talk QMS on WhatsApp

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

Classroom Transformation Blueprint


6 Modules · 102 Credits · INSETA

Broken Standard

  • 📄Photocopied guides with mismatched outcomes
  • Missing formative/summative assessments
  • ⚠️No SETA alignment matrix — audit fails
  • 🎲Facilitators improvise Health Care Benefits Advisor delivery
  • 🕳️PoE gaps flagged in moderation
i2Graduates Transform

i2Graduates Transformation

  • 3 KM + 2 PM + 1 WM modules mapped to NQF Level 5
  • Pre-validated assessment bank per module
  • INSETA alignment matrix included
  • Facilitator scripts + learner activities per credit
  • PoE templates that survive external moderation

The i2Graduates Quality Guarantee


Every page of this bundle is meticulously checked for sequence and structural perfection — no missing pages, no stolen content, no shortcuts. You get pre-validated assessment instruments ready to survive rigorous compliance moderation, wrapped in an engaging curriculum your facilitators will love teaching.