The prestigious Postgraduate Diploma in Financial Planning will boost the careers of financial advisers who want to become experts in providing holistic financial planning. Moonstone Business School of Excellence (MBSE) is accepting applications to study for this triple-accredited qualification in the second semester of 2023.
Click here for more information about the qualification and to apply.
If you’re unsure whether you should take the plunge and enrol, Chris Els, one of our top students of 2022, says those who are “still on the fence or scared of this demanding course can give it a go, as it is definitely possible to get across the line with Moonstone”.
Els, a financial adviser and director of an FSP, enrolled in the Postgraduate Diploma because he didn’t want to be “just another adviser out there” but wanted to equip himself with the knowledge necessary to provide the best possible solution for each client.
“I have a learned a lot in this course of how to provide holistic financial planning in depth. There is a difference between just selling a product to a client and really walking a journey with a client with a set out road map with steps and goals for each client of how you will be getting each to their financial goals. This course has equipped me with the knowledge and insight of how to do this successfully,” he says.
Another top student, Marli Joubert, a manager of an audit firm, aspires to start her own business, says her study experience was “great”, and she has no hesitation in recommending MBSE to prospective students.
She highlighted that MBSE has experienced and responsive lecturers.
“I believe that it is so important to be approachable, and that is what I got from the lecturers. It was not always easy to work and study, but the lecturers made it better by always ensuring that all sessions were recorded and that all study material was available on their platform.”
The Postgraduate Diploma in Financial Planning (NQF 8) is approved by the FSCA as a recognised qualification for FAIS “Fit and Proper” purposes in all product sub-categories for all categories of FSP.
On completion of this qualification, students will be eligible to apply to the Financial Planning Institute of Southern Africa (FPI) to write the FPI Professional Competency Examination for the CFP® designation. Career opportunities with this qualification include Certified Financial Planner®, professional wealth manager, professional financial planner, and entrepreneur.
Students who complete the Postgraduate Diploma in Financial Planning will be able to:
- Apply the six-step financial planning process in accordance with industry standards and accepted ethical practice to meet the financial planning needs of a 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 them to make informed choices.
- Demonstrate integrated knowledge, values, skills, and attitudes in terms of the FPI’s Financial Planning Body of Knowledge 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.
- Demonstrate understanding of the value and importance of regular reviews of clients’ financial needs, goals, and strategies.
The Postgraduate Diploma in Financial Planning is one of five accredited qualifications offered by MBSE. The others are:
- Advanced Certificate in Financial Planning (NQF 6)
- Occupational Certificate: Compliance Officer (NQF 6)
- Higher Certificate in Wealth Management (NQF 5)
- Higher Certificate in Short-term Insurance (NQF 5)
Applications for the second semester close on Monday, 26 June.
Apply today at www.mbse.ac.za
For more information, contact us at help@mbse.ac.za
