Matric (Grade 12) and/ or tertiary education with 30 credits on NQF level 4
Comply with FAIS legislation for registration as Fit and Proper individuals:
Applicants who entered the industry as follows:
From years 2004 – 2007 requires 30 credits on NQF 4 obtained by 31 December 2009.
From years 2008 - 2009 requires 30 credits or 60 credits on NQF 4 obtained by 31 December 2011 or full FAIS recognised qualification obtained by 31 December 2013
All those appointed in the industry from the year 2010 onwards require a full FAIS recognized qualification
Clear ITC credit record
Clear criminal record
RE 5 will be an advantage
Marketing experience

Financial Associate (GEZ)

Associate Financial Advisor