Advanced Certificate in Financial Planning (NQF 6)

At Moonstone Business School of Excellence, we are proud to offer greatly recognised financial planning courses. 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. A Financial Advisor Course: The ACFP also addresses the education requirement to obtain the FINANCIAL SERVICES ADVISORTM (FSATM) designation awarded by the Financial Planning Institute of South Africa (FPI). The certified financial planner course will prepare and enable students to assist companies and individuals create programs to meet long-term financial goals.

What will this Qualification enable you to do?

Upon successful completion of the students will be able to:

  1. Apply knowledge of legislation, compliance and ethics in a financial planning context in South Africa.
  2. Examine and comment on the changing nature of the financial planning environment in South Africa in terms of structure and role players, regulation and consumer needs.
  3. Apply knowledge of legislation, taxation, economics and accepted financial planning principles to best meet the financial requirements and goals of an individual.
  4. Apply knowledge of legislation, taxation and business principles to advise an entity on insurance and investment solutions.

Who should apply?

Self-employed brokers, tied agents; or employed personnel rendering advice and/ or intermediary services who want to further their professional status as financial advisors.

Content

Students complete five compulsory modules.

Financial Planning Environment
Credits: 20

Business Management
Credits: 20

Corporate Financial Planning
Credits: 20

Personal Financial Planning
Credits: 40

Financial Planning Case Study
Credits: 20

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Learning Material

Students will have online access to their study material which will include a study guide, self-assessments and relevant additional resources.

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”).

Assessments

Students will have to complete online Formative Assessments and a final invigilated written Summative Assessment.