Moonstone Business School of Excellence’s Virtual Open Days will take place from 20 to 22 January, providing a free, interactive platform for individuals looking to advance their careers in the financial services industry.
The event, which is open to anyone who wants to attain an industry-relevant qualification, will provide attendees with an opportunity to explore a variety of qualifications, learn from expert co-ordinators, and gain insights into career development.
Targeted at a wide audience, the Virtual Open Days will be particularly beneficial for newcomers to the financial services sector, working professionals seeking formal qualifications, and administrators in financial planning, insurance, banking, or retirement funds. It will also cater to individuals aiming to specialise in fields such as compliance, short-term insurance, wealth management, and financial planning.
During the event, attendees will have access to detailed programme overviews of qualifications such as the Occupational Certificate: Compliance Officer (NQF 6), Higher Certificate in Short-term Insurance (NQF 5), Higher Certificate in Wealth Management (NQF 5), Advanced Certificate in Financial Planning (NQF 6), and the Postgraduate Diploma in Financial Planning (NQF 8).
The event will also feature live question-and-answer sessions, where participants can interact directly with the co-ordinators, as well as obtain insights into the career successes of MBSE alumni.
A virtual tour of the MBSE offerings and resources will also be available, providing attendees with an inside look at the tools and support available to help them succeed in the financial services industry.
Those interested in attending can participate in multiple sessions, allowing for a tailored experience based on their qualifications and career aspirations.
The MBSE Virtual Open Days are a valuable opportunity for individuals to explore their career options and learn about the qualifications that could shape their future in the ever-evolving financial services industry.
Higher Certificate in Short-term Insurance (NQF 5)
Webinar date: 20 January | Time: 13:30 – 14:30 | Platform: Teams
MBSE’s Higher Certificate in Short-term Insurance (NQF 5) webinar on 20 January will introduce the key components of the qualification.
Debbie Costopoulos, a knowledgeable lecturer in the field, will provide an overview of the programme, 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 analyst, claims adjuster, and underwriter. With the demand for skilled insurance professionals on the rise, this qualification is highly relevant.
The programme consists of six modules: fundamentals of insurance, risk management, personal insurance, commercial insurance, legal framework, and claims management and underwriting. Students can choose to study either full-time for one year or part-time for two years via MBSE’s flexible online platform.
This webinar is suited for matriculants exploring career opportunities, as well as professionals working in intermediary services or those in need of a full qualification to meet regulatory requirements.
Advanced Certificate in Financial Planning (NQF 6)
Webinar date: 20 January | Time: 10:00 – 11:00 | Platform: Teams
The Advanced Certificate in Financial Planning (NQF 6) webinar on 20 January will be led by Julette Wentzel, an expert in the field. This programme combines theoretical and practical knowledge to prepare students to navigate areas such as legislation, taxation, and economic principles. It is accredited by the Financial Sector Conduct Authority and meets the industry’s fit and proper requirements for providing holistic financial advice. Graduates are eligible to achieve the Financial Services Advisor® (FSA®) designation.
The programme includes five core modules, offering a comprehensive education in financial planning. Those with five years of relevant experience in client-facing roles can take advantage of the Recognition of Prior Learning pathway, advancing towards the Postgraduate Diploma in Financial Planning and ultimately the CFP® designation.
This webinar is ideal for self-employed brokers, tied agents, paraplanners, and financial advisors aiming to enhance their financial planning expertise.
Occupational Certificate: Compliance Officer (NQF 6)
Webinar date: 21 January | Time: 13:30 – 14:30 | Platform: Teams
The Occupational Certificate: Compliance Officer (NQF 6) webinar on 21 January will feature Sihle Tshangela, an authority in compliance. 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 as trusted advisers 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.
The programme spans two years and is delivered online, with modules focusing on compliance principles, risk management, and regulatory universes. Students will benefit from MBSE’s interactive platform, experienced lecturers, and real-world learning opportunities.
This session is designed for both current compliance officers and those aspiring to enter the profession, particularly those working under mentorship agreements.
Higher Certificate in Wealth Management (NQF 5)
Webinar date: 21 January | Time: 10:00 – 11:00 | Platform: Teams
On 21 January, Tyrone Ford will lead the webinar on the Higher Certificate in Wealth Management (NQF 5). This qualification provides essential skills for those looking to enter or progress in the wealth management field. Recognised by the Financial Sector Conduct Authority, the programme prepares students for the Registered Financial Practitioner® (RFP®) designation through 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.
The programme covers four core modules: financial planning, risk planning, investment and retirement planning, and tax fundamentals. Students can choose elective modules in areas such as business assurance and healthcare benefits. The course is delivered online, offering flexible study options, expert support, and a variety of study resources.
This session is ideal for individuals new to the financial services industry, or for advisers and administrators looking to expand their wealth management knowledge.
Postgraduate Diploma in Financial Planning (NQF 8)
Webinar date: 22 January | Time: 10:00 – 11:00 | Platform: Teams
The Postgraduate Diploma in Financial Planning (NQF 8) webinar on 22 January will be led by Edel Goldbach, a highly experienced lecturer in the financial planning field.
This advanced qualification provides in-depth knowledge in areas such as risk, estate, investment, retirement, and tax planning. The programme is designed for graduates and professionals who wish to provide expert financial advice and work toward achieving the CFP® designation through a capstone programme with the Financial Planning Institute of Southern Africa.
The qualification offers four key modules: financial planning practice and ethics, personal financial planning, corporate financial planning, and an integrated case study. The programme is available full-time for one year or part-time for two years through MBSE’s online platform.
This session is ideal for graduates with an NQF Level 7 qualification or professionals with relevant experience who are ready to advance their financial planning careers. 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.
For more information and to register, click here.