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money-savvy

Boost your financial planning career – Apply now for the Advanced Certificate qualification

Are you 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) – 2nd semester applications are now open!

The Advanced Certificate in Financial Planning (ACFP) will provide you with the skills and knowledge to provide a holistic financial planning service and also lay the foundation for further specialised studies in this specialist field. Successful learners will definitely have an advantage in 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 us at help@mbse.ac.za or 021 883 8000 or click here for more information.

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