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.
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- Postgraduate Diploma in Financial Planning (NQF 8)
- Advanced Certificate in Financial Planning (NQF 6)
- Occupational Certificate: Compliance Officer (NQF 6)
- Higher Certificate: Wealth Management (NQF 5)
- Higher Certificate in Short-Term Insurance (NQF 5)
- Further Education and Training (FETC): Short Term Insurance (NQF 4)
- Further Education and Training (FETC): Wealth Management (NQF 4)
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Postgraduate Diploma in Financial Planning (NQF 8)
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 qualification provides a clear pathway for students who have completed a BCom in Financial Planning or similar NQF Level 07 qualification to further their studies towards professional financial planning practice.
What will the qualification enable you to do?
Upon successful completion of the Postgraduate Diploma in Financial Planning, a student will be able to:
- Apply the 6-step financial planning process in accordance with industry standards and accepted ethical practice to meet the financial planning needs of a wide variety of individual and corporate clients.
- Demonstrate an in-depth understanding of the legal/ regulatory framework that applies to performing the functions associated with providing financial planning services to clients.
- Demonstrate the ability to build and maintain professional client relationships by providing clients with appropriate communication, explanation of concepts and financial education to enable informed choices.
- Demonstrate integrated knowledge, values, skills and attitudes in terms of the FPI’s Financial Planning Body of Knowledge (FPBoK) in the areas of Financial Management, Asset Management, Investment Planning, Risk Management, Tax Planning, Retirement Planning, Estate Planning and Ethics to identify and assess client needs, determine client financial goals and develop suitable financial planning strategies to meet the needs and goals.
- Produce and present an appropriate financial report based on the developed client financial planning strategies including legal, ethical and professional elements.
- Demonstrate understanding of the value and importance of regular reviews of client financial needs, goals and strategies.
Who should Apply?
Prospective students who:
- want to expand the required level of technical knowledge, skills, values and attitudes required to provide financial planning at a professional level;
Admission Requirements
A relevant qualification at NQF level 7.
Duration
Full Time: One year
Part Time: Two years
Fees
Click here for fees, payment options and finance providers.
Method of training
Online and distance learning (Material and submission will be done online) Click here for more info
Learning Material
Students will have online access to their study material which will include a study guide, self- assessments and relevant additional resources, and will be able to purchase electronic copies of the prescribed textbook online.
Content
Students complete four compulsory modules.
1. Financial Planning Environment
Credits: 30
The purpose of this module is to provide detailed knowledge on the requirements for ethics and professional practice, the regulatory environment and important legislation impacting financial planning. Further, the module provides knowledge and opportunities for application of methods and techniques for time value of money and financial planning calculations used in various financial planning contexts. The module also addresses personal financial planning problems in the FPBok area of Financial Management. Lastly, the module provides knowledge and opportunities for application of general tax planning for individuals.
2. Personal Financial Planning
Credits: 30
The purpose of this module is to provide detailed technical knowledge and opportunities for application of current methods and techniques to solve complex personal financial planning problems in the FPBok areas of Asset Management and Investment Planning, Risk Management, Retirement Planning, and Estate Planning.
3. Corporate Financial Planning
Credits: 30
The purpose of this module is to provide detailed technical knowledge and opportunities for application of current methods and techniques to solve complex corporate financial planning problems. Furthermore, the module provides detailed technical knowledge of Business Assurance, Employee Retirement, Group Life and Medical Scheme Benefits relating to legal and tax aspects.
4. Case Study
Credits: 30
The purpose of this module is to provide students the opportunity for integrated financial planning in all the financial planning areas of the other modules, and to apply the financial planning process to prepare a comprehensive financial plan for a client. Furthermore, the module explores how behavioural finance and current economic, political and legislative trends impact on financial planning strategies.
- This qualification is offered on a Full-time and Part-time basis.
- To be considered a full-time student, you must be enrolled in modules totalling 60 credits in a semester and 120 credits in the academic year. If you are enrolled in modules totalling less than 120 credits across the academic year and less than 60 credits in a semester, you are considered to be part-time student.
- Full-time students can complete the qualification in one Academic year and Part-time students can complete it in 2 Academic years.
Schedule
1. Financial Planning Environment
Full-Time students: Semester 1
Part-Time students: Semester 1
2. Personal Financial Planning
Full-Time students: Semester 1
Part-Time students: Semester 2
3. Corporate Financial Planning
Full-Time students: Semester 2
Part-Time students: Semester 3
4. Case Study
Full-Time students: Semester 2
Part-Time students: Semester 4
Assessments
Students will have to complete online Formative Assessments and a final invigilated written Summative Assessment for each module.
How to Apply?
Accreditation and Certification
Moonstone Business School of Excellence (Pty) Ltd acknowledges that, certification in vocational education and training and the content of the certificate, are regulated by the National Board of Education and governed by the Higher Education Act, 1997 (Act No 101 of 1997) as well as Regulation 1 of the Regulations for the Registration of Private Higher Education Institutions, 2002 (hereafter referred to as “the Regulations”).
120 credits
(SAQA ID: 118290)
overview
Closing Dates for Application:
Semester 1: 27 January 2025
Semester 2: 30 June 2025
Method of Training:
Online and distance learning
Qualification Duration:
Full-time: One year
Part-time: Two years
Admission Requirements:
A relevant qualification at NQF level 7.
Fees:
Click here for fees, payment options and finance providers.
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QUALIFICATIONS
- Postgraduate Diploma in Financial Planning (NQF 8)
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.
- Advanced Certificate in Financial Planning (NQF 6)
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’.
- Occupational Certificate: Compliance Officer (NQF 6)
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.
- Higher Certificate in Wealth Management (NQF 5)
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.
- Higher Certificate in Short-Term Insurance (NQF 5)
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.
- Further Education and Training (FETC): Short Term Insurance (NQF 4)
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.
- Further Education and Training (FETC): Wealth Management (NQF 4)
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.
Short Courses
- National Credit Act
The National Credit Act No 34 of 2005 was passed by Parliament on the 10th of March 2006. It is designed to achieve a number of objectives, most of which are to benefit and protect the consumer. The aim is to introduce a single, functional system of regulation that will apply to all credit activities, thereby ensuring that all credit providers and credit consumers are treated equally.
- FICA Courses
FICA is a crucial piece of legislation in South Africa. Its primary purpose is to combat financial crimes, including money laundering, fraud, tax evasion, terrorist financing activities, and identity theft. To be FICA compliant in South Africa, both organizations and individuals need to adhere to specific requirements and obligations.
- POPIA Courses
The Protection of Personal Information Act (PoPIA) is South Africa’s data protection law. The purpose of the legislation is to ensure all South African institutions conduct themselves in a responsible manner when collecting, processing, storing and sharing another entity’s personal information, by holding them accountable should they abuse or compromise personal information in any way.
- Entrepreneurship
An entrepreneur is someone who creates new business in the face of risk and uncertainty for the purpose of achieving profit and growth by identifying business opportunities and assembling the necessary resources, structures and procedures to capitalize on those opportunities.