Stricter regulation since 30 September 2004 has led to very demanding fit and proper requirements as part of the professionalisation of the financial services industry.
New entrants often contact the Moonstone Business School of Excellence (MBSE) for advice and guidance on how to plan their career path and which qualifications to choose. The latter, specifically, can be a stumbling block to many due to time and cost restraints.
At MBSE we are very aware of the many challenges newcomers and existing representatives face in becoming Fit and Proper. During the planning phase of our qualifications, we not only take these challenges into account but also ensure that the qualifications are aligned with Professional Bodies’ requirements for a longer-term career path in the Financial Services Industry.
Our Higher Certificate in Wealth Management, a 120-Credit Qualification at NQF 5, is offered online and is available for Part-time or Full-Time students. It is recognised by the Financial Services Conduct Authority for fit and proper requirements for all product sub-categories of Category I FSPs. It also provides an ideal entry point for new entrants into the financial services industry to kick start a career in financial planning while working under supervision. The fact that it can be done online means that students can arrange learning around their production time.
In a short video clip, Edel Goldbach, Academic Manager of MBSE chats about the Higher Certificate in Wealth Management.
Read more about the qualification and download the HCWM brochure.