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Tag Archives | Moonstone Business School of Excellence

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Support from MBSE helps top students reach their goals

The top achievers in the 2021 exams for the Advanced Certificate in Financial Planning (ACFP) say the support they received from Moonstone Business School of Excellence’s lecturers helped them complete the qualification. Click here to find out more about the Advanced Certificate in Financial Planning or to apply. MBSE is running a price-match and cashback […]

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Top achievers in Wealth Management exams recommend Moonstone

The way Moonstone Business School of Excellence (MBSE) structured and ran the Higher Certificate in Wealth Management (HCWM) made completing the qualification manageable and a pleasure, even while working full time, says Etienne Janse van Rensburg, who was one the HCWM’s top students in 2021. Click here to find out more about the Higher Certificate […]

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Advance your career in short-term insurance with Moonstone’s new qualification

Advance your career in short-term insurance with Moonstone’s new qualification

Short-term insurance intermediaries who want to remain relevant will have to evolve from being insurance facilitators to professional risk advisers. This one of the key take-outs from Santam’s 2021 Insurance Barometer. “Much of the traditional role of the intermediary was to sell generic products that would transfer risk away from their clients. However, the escalation […]

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The qualification for financial planners who want to be on top of their game

The qualification for financial planners who want to be on top of their game

It’s not possible to provide clients with proper, holistic financial advice unless you’ve obtained the Postgraduate Diploma in Financial Planning, says Hester van der Merwe, the Financial Planning Institute’s Financial Planner of the Year for 2020/21. The FSCA’s regulatory exams ensure you will be at least adequately equipped to function as an intermediary. “But who […]

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