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 this 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;

Content

Students complete four compulsory modules.

1. Financial Planning Environment
Credits: 30

2. Personal Financial Planning
Credits: 30

3. Corporate Financial Planning
Credits: 30

4. Case Study
Credits: 30

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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, and will be able to purchase electronic copies of the prescribed textbook online.

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)

Assessments

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