The prestigious Postgraduate Diploma in Financial Planning will boost the careers of financial advisers who want to become experts in providing holistic financial planning, and Moonstone Business School of Excellence is accepting applications from students who want to enrol for this triple-accredited qualification in 2023.
The Postgraduate Diploma in Financial Planning (NQF 8) is approved by the FSCA as a recognised qualification for FAIS “Fit and Proper” purposes in all product sub-categories for all categories of FSP.
On completion of this qualification, students will be eligible to apply to the Financial Planning Institute of Southern Africa (FPI) to write the FPI Professional Competency Examination for the CFP® designation. Career opportunities with this qualification include Certified Financial Planner®, professional wealth manager, professional financial planner, and entrepreneur.
To find out more about the qualification and to apply, click here.
Students who complete the Postgraduate Diploma in Financial Planning will be able to:
- Apply the six-step financial planning process in accordance with industry standards and accepted ethical practice to meet the financial planning needs of a variety of individual and corporate clients.
- Demonstrate an in-depth understanding of the legal/regulatory framework that applies to performing the functions associated with providing financial planning services to clients.
- Demonstrate the ability to build and maintain professional client relationships by providing clients with appropriate communication, explanation of concepts and financial education to enable them to make informed choices.
- Demonstrate integrated knowledge, values, skills and attitudes in terms of the FPI’s Financial Planning Body of Knowledge in the areas of financial management, asset management, investment planning, risk management, tax planning, retirement planning, estate planning and ethics to identify and assess client needs, determine client financial goals, and develop suitable financial planning strategies to meet the needs and goals.
- Produce and present an appropriate financial report based on the developed client financial planning strategies.
- Demonstrate understanding of the value and importance of regular reviews of clients’ financial needs, goals and strategies.
10% off your fees
Don’t forget, we have an early-bird discount on the Postgraduate Diploma in Financial Planning and four of our other qualifications. If you pay for your first-semester 2023 modules before 12 December 2022, we will give you a 10% discount.
Our early-bird special applies to the following qualifications:
- Higher Certificate in Short-term Insurance
- Higher Certificate in Wealth Management
- Advanced Certificate in Financial Planning
- Postgraduate Diploma in Financial Planning
- Occupational Certificate: Compliance Officer
Apply today at www.mbse.ac.za.
For more information, contact help@mbse.ac.za or phone us on 021 883 8000.
Why you should choose MBSE
Furthering your education is a major investment of your time and money, so choosing the right education provider is essential. Here’s why you should choose MBSE:
- Our qualifications are designed to prepare you for the work environment;
- Our learning materials are relevant and engaging and presented by experienced lecturers;
- We have a track record of more than 10 years of providing excellent training in insurance and financial planning;
- We are an accredited higher-education provider; and
- Our qualifications are recognised by the Financial Sector Conduct Authority, which regulates the market conduct of financial services providers in South Africa.
