Moonstone Business School of Excellence (MBSE) is once again inviting aspiring and current financial services professionals to step into their future careers – virtually. Following the success of its inaugural Open Days in January, MBSE will host another round of free online sessions from 13 to 15 May, offering an interactive gateway to a range of industry-relevant qualifications.
The Virtual Open Days are open to all and designed to provide practical guidance for those looking to enter or advance within the financial services sector. Whether you’re a recent matriculant, a professional aiming to upskill, or an administrator in banking, insurance or retirement funds, there’s something on offer for everyone.
Participants will gain insights into a suite of qualifications, including the Higher Certificate in Short-term Insurance, Higher Certificate in Wealth Management, Advanced Certificate in Financial Planning, Occupational Certificate: Compliance Officer, and the flagship Postgraduate Diploma in Financial Planning.
Each session will include detailed programme overviews, live Q&A opportunities with course co-ordinators, and case studies from successful alumni. Attendees can also take a virtual tour of MBSE’s digital learning environment and explore the support services available throughout their academic journey.
The event is designed to be flexible: participants can register for multiple sessions, allowing them to tailor their experience according to their career goals and current qualifications.
As South Africa’s financial services sector evolves, MBSE’s Virtual Open Days provide a timely opportunity to explore which qualification best suits your goals – and to get answers to your questions about building the skills and credentials you need to thrive. Whether you’re looking to enter the industry or take your next professional step, MBSE could be the starting point of something bigger.
Higher Certificate in Short-term Insurance (NQF 5)
Webinar date: 13 May | Time: 10am – 11am | Platform: Teams
The programme is designed to equip students with the skills to assess risks and develop insurance risk management strategies. The qualification also covers the regulatory aspects of the short-term insurance sector.
Graduates of the programme can register as Insurance Licentiates with the Insurance Institute of South Africa, opening doors to roles such as insurance agent, broker, risk manager, claims adjuster, and underwriter. With the demand for skilled insurance professionals on the rise, this qualification is highly relevant.
Attend this webinar if you’re a matriculant exploring career opportunities or a professional in intermediary services seeking to deepen your knowledge or obtain a full qualification to meet the regulatory requirements.
Higher Certificate in Wealth Management (NQF 5)
Webinar date: 13 May | Time: 1.30pm – 2.30pm | Platform: Teams
This qualification provides essential skills for those looking to enter or progress in the wealth management field. The qualification is approved by the Financial Sector Conduct Authority as a recognised qualification for FAIS fit and proper purposes in all product sub-categories for Category I Financial Services Providers, and it provides the education requirement for the designation of REGISTERED FINANCIAL PRACTITIONER® (RFP®) professional, awarded by the Financial Planning Institute of Southern Africa.
Graduates can pursue roles as tied agents, brokers, or administrators in financial practices, insurance companies, banks, or retirement funds. Whether you are starting out or looking to enhance your financial services career, this qualification provides a solid foundation.
This webinar is ideal if you want to learn more about this qualification, designed for newcomers to the financial services industry, as well as advisers and administrators looking to expand their wealth management knowledge.
Advanced Certificate in Financial Planning (NQF 6)
Webinar date: 14 May | Time: 10am – 11am | Platform: Teams
This programme combines theoretical and practical knowledge to prepare students to navigate areas such as legislation, taxation, and economic principles. The qualification is approved by the Financial Sector Conduct Authority as a recognised qualification for FAIS fit and proper purposes in all product sub-categories for Category I Financial Services Providers. It provides the education requirement for the designation of FINANCIAL SERVICES ADVISOR® (FSA®) professional, awarded by the Financial Planning Institute of Southern Africa.
If you already have five years’ relevant financial services experience in a client-facing role, you can also complete the Advanced Certificate in Financial Planning and then enter MBSE’s Recognition of Prior Learning Pathway to gain further access to study for the Postgraduate Diploma in Financial Planning, which is the underpinning educational requirement for the CFP® designation.
This webinar is for you if you are a self-employed broker, a tied agent, a paraplanner, or a financial adviser looking for a suitable qualification to enhance your financial planning skills.
Occupational Certificate: Compliance Officer (NQF 6)
Webinar date: 14 May | Time: 1.30pm – 2.30pm | Platform: Teams
This qualification equips students with both theoretical knowledge and practical skills to manage legal and regulatory challenges. Participants will gain expertise in risk management, compliance strategies, and legislative frameworks, preparing them for roles in compliance within their organisations.
Graduates can pursue careers as compliance officers, regulatory affairs specialists, data protection officers, or anti-money-laundering specialists. The qualification offers a strong foundation for anyone seeking to enter the compliance field or grow in an existing role.
This session is designed for both current compliance officers and those aspiring to enter the profession, particularly those working under mentorship agreements.
Postgraduate Diploma in Financial Planning (NQF 8)
Webinar date: 15 May | Time: 10am – 11am | Platform: Teams
This advanced qualification provides in-depth knowledge in areas such as financial management, risk planning, estate planning, investment planning, retirement planning, and tax planning. The programme is designed for graduates and professionals who wish to provide expert financial advice and work towards achieving the CFP® designation through a capstone programme with the Financial Planning Institute of Southern Africa.
This webinar is ideal to find out more about the Postgraduate Diploma in Financial Planning if you are a graduate with an NQF Level 7 qualification.
Alternatively, contact MBSE to apply for the Recognition of Prior Learning Pathway to gain access if you have an Advanced Certificate in Financial Planning NQF Level 6 plus five years’ relevant work experience.
For those without an NQF Level 7 qualification but with five years of relevant experience and an Advanced Certificate in Financial Planning (NQF 6), MBSE’s Recognition of Prior Learning pathway provides an opportunity to bridge the gap and pursue this prestigious qualification.
Students can choose to study either full-time for one year or part-time for two years via MBSE’s flexible online platform.
Register here: https://www.mbse.ac.za/virtual-open-days/
