Qualifications

The qualification is designed to provide advanced financial planning skills, knowledge, attitudes and values in the areas of Financial Management, Asset Management, Investment Planning, Risk Management, Tax Planning, Retirement Planning, Estate Planning and Ethics in order to produce graduates to meet the growing need for financial planning professionals in SA.

The Advanced Certificate in Financial Planning (ACFP) provides the skills and knowledge required to provide holistic financial planning services to the ‘man in the street’ and prepares you for further specialised studies in financial planning. The ACFP also addresses the education requirement to obtain the FINANCIAL SERVICES ADVISOR™ (FSA™) designation awarded by the Financial Planning Institute of South Africa (FPI). Please visit: www.fpi.co.za for more information on ‘a career in financial planning’.

Companies and organisations are required to comply with various regulations and legislative requirements. Moonstone Business School of Excellence’s Occupational Certificate: Compliance Officer (NQF level 6) qualification equips students with these expert skills, and practical experience in legal matters, compliance risk management as well as the compilation, implementation and reporting of compliance strategies.

The Higher Certificate in Wealth Management (HCWM) provides an ideal entry point into the financial services industry in various roles, or to kickstart your career in financial planning. The HCWM is recognised by the Financial Services Conduct Authority for all product sub-categories of Category I FSPs, and can be used to fulfil fit and proper requirements for FAIS roles in Category I FSPs.

The qualification covers Short-term Insurance related learning and provides a framework for students to develop competencies that will give them insight into the short-term sub-sector. It introduces a basic understanding of the key terms, rules, concepts and principles of the fields that will prepare them for the industry.

The qualification covers Short-term related learning and provides a framework for students to develop competencies that will give them insight into the Short-term insurance sub-sector. It introduces a basic understanding of the key terms, rules, concepts and principles of the fields that will ready them for the industry.

The Qualification is a holistic introduction to Wealth Management and Wealth Creation. It enables intermediaries to understand the Wealth Management environment, the legislative requirements and product-related information. Our qualification is aimed at students with less than four years’ experience, newcomers to the industry, or those who have lots of experience, but would like to brush up on their product knowledge. We developed the Skills Programmes, covered in this qualification, to provide intermediaries with more options to comply with the requirements of the FAIS Act.