MBSE’s Higher Certificate in Wealth Management is the ideal entry-level qualification for a financial services career

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Have you recently entered the financial services industry? Are you mapping out your career in financial planning? Perhaps you need to obtain a foundation-level qualification to meet the Fit and Proper requirements? Or do you want to upskill to meet the demands of an increasingly complicated field?

If you answered “yes” to any of these questions, Moonstone Business School of Excellence (MBSE) has just the qualification for you: the Higher Certificate in Wealth Management (HCWM).

MBSE is accepting applications to study for this accredited qualification in the second semester of 2023.

Click here for more information about the qualification and to apply.

One of the students who achieved top marks in the HCWM exams in 2022, Bianka Bennett, a medical scheme adviser, described her experience of studying for this qualification with MBSE as “amazing”.

“I felt supported throughout my entire time and knew if I had a concern, I could go to any of the amazing lecturers, and they had my back and wanted me to do my best. The structure of the study material and exam was easy to navigate and understand.”

Bennett particularly enjoyed the exam preparation sessions because they made her feel calmer and she knew exactly what to expect.

Another top student, financial planner Brian Parsons, said MBSE’s distance learning model is “fantastic”, and the staff and lecturers are very knowledgeable and helpful.

Top student Kyle Alroy, a financial adviser, said the material was easy to understand, the communication was very good, and he received help when he needed it.

The HCWM (NQF 5) is recognised by the FSCA for all product sub-categories of Category I FSPs, and it can be used to fulfil the Fit and Proper requirements for FAIS roles in Category I FSPs.

The HCWM will enable successful students to:

  • Demonstrate knowledge and understanding of legislation, ethics, and compliance in the context of the financial services sector in South Africa;
  • Demonstrate knowledge and understanding of the financial planning process in terms of collecting, analysing and synthesising appropriate data to develop solutions and make judgments and recommendations that take into consideration client needs and attitudes;
  • Apply a fundamental knowledge of insurance, economics, investment practices, tax, and other financial information to match the financial requirements of clients to financial products; and
  • Communicate and present information, in writing and verbally, to demonstrate insight into current issues in the financial services sector.

The HCWM provides you with a foundation for various roles in the financial services industry, or to kick-start your career in financial planning:

  • Administrators in financial planning practices, insurance companies, banks and retirement funds;
  • Self-employed financial advisers or brokers working under supervision who need a qualification to meet the Fit and Proper requirements;
  • Tied agents; or employed personnel rendering intermediary services in a variety of roles; and
  • Matriculants interested in pursuing a career in the financial services industry.

 

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 Higher Certificate in Wealth Management is one of five accredited qualifications offered by MBSE. The others are:

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