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ACFP

Boost your financial planning career – Apply for the Advanced Certificate in Financial Planning

Are you in the process of planning your training schedule for 2020? Looking for a qualification that could give you an edge in the financial planning industry? Now is the time to consider enrolling for Moonstone’s Advanced Certificate in Financial Planning (NQF Level 6).

The Advanced Certificate in Financial Planning (ACFP) will provide you with the skills and knowledge to provide a holistic financial planning service and also to lay the foundation for further specialised studies in financial planning. It will definitely give you an advantage amongst the financial planning community.

The online qualification, offered by Moonstone Business School of Excellence (MBSE), also addresses the education requirement to obtain the FINANCIAL SERVICES ADVISOR™ (FSA™) designation awarded by the Financial Planning Institute of South Africa (FPI).

Upon successful completion of the Advanced Certificate in Financial Planning a student will be able to:

  • Apply knowledge of legislation, compliance and ethics in a financial planning context in South Africa.
  • Examine and comment on the changing nature of the financial planning environment in South Africa in terms of structure and role players, regulation and consumer needs.
  • Apply knowledge of legislation, taxation, economics and accepted financial planning principles to best meet the financial requirements and goals of an individual.
  • Apply knowledge of legislation, taxation and business principles to advise an entity on insurance and investment solutions.

Want to know more about the qualification, modules and admission requirements?

Contact the course coordinator, Carnita Richards, at help@mbse.ac.za or 021 883 8000.

Click here for more information.

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