Are you looking for a qualification that will give you the edge in the financial planning industry? Now is the time to enrol for Moonstone Business School of Excellence’s Advanced Certificate in Financial Planning (ACFP) in the second semester of 2023.
The ACFP (NQF 6) will give you the skills and knowledge to provide a holistic financial planning service and will lay the foundation for further specialist studies in this field. Successful students will have an advantage in the financial planning community.
The qualification also fulfils the education requirement for the “Financial Services Advisor” designation awarded by the Financial Planning Institute of South Africa.
Click here for more information about the qualification and to apply.
Students who achieved outstanding marks recommend enrolling for the ACFP at MBSE.
“I had a great experience studying for the ACFP. MBSE is very professional, and the lecturers are extremely knowledgeable and helpful, which goes a long way when providing high a quality of teaching,” said Etienne Janse van Rensburg, who was one of the top students in the ACFP exams in 2022, as well as in 2021, when he did the Higher Certificate in Wealth Management (HCWM).
Janse van Rensburg, who is an independent financial adviser, said the HCWM and the ACFP “are extremely well structured and professionally run, making it manageable and a pleasure to work though, even while working full time”.
Another of 2022’s top students, Rigardt Maartens, said the ACFP met his expectations, which were to get a better idea of the theoretical side of financial planning, so he could improve his knowledge and understanding of the industry.
“I’ve learned that the theoretical part of financial planning is key, and it enables you to do an in-depth analysis of a client’s needs and goals, taking into account all the necessary steps and processes,” said Maartens, a stockbroker and portfolio manager.
He said the ACFP has enabled him to advise clients with greater confidence, as he is better informed.
What this qualification will enable you to do
Upon successful completion of the ACFP, a student will be able to:
- Apply knowledge of legislation, compliance, and ethics in a financial planning context in South Africa.
- Examine and comment on the changing nature of the financial planning environment in terms of structure and role-players, regulation, and consumer needs.
- Apply knowledge of legislation, taxation, economics, and accepted financial planning principles to best meet an individual’s financial requirements and goals.
- Apply knowledge of legislation, taxation, and business principles to advise an entity on insurance and investment solutions.
Why you should choose MBSE
- With more than 10 years of experience in work-place-integrated-learning, we produce students who can apply their knowledge in practice.
- Our study material is developed and quality assured by industry specialists. This ensures that the content is focused, relevant and applicable in your work environment.
- We are dedicated to following a holistic approach, which enables us to offer students an unsurpassed depth of expertise and technical know-how.
- We are confident that you will not just obtain a qualification at MBSE; you will be prepared to engage successfully in the financial marketplace.
The Advanced Certificate in Financial Planning is one of five accredited qualifications offered by MBSE. The others are:
- The Postgraduate Diploma in Financial Planning (NQF 8)
- 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
