At Moonstone Business School of Excellence, we are proud to offer widely recognised accredited certifications including Wealth Management courses, Short Term Insurance courses and Financial Planning to name a few. Our qualification offerings allow new students and industry professionals the power to earn an accredited certificate through our range of NQF4 to NQF7 qualifications. We are registered as a Private Higher Education Institution with the Department of Higher Education and Training our qualifications are accredited under the Higher Education Qualifications and General and Further Education and Training Sub-Frameworks(HEQSF & GFETQSF). Have a look at the list of qualifications we offer and click the buttons to view more information.
The Qualification is a holistic introduction to Wealth Management and Wealth Creation. It enables intermediaries to understand the Wealth Management environment, the legislative requirements and product-related information. Our qualification is aimed at students with less than four years’ experience, newcomers to the industry, or those who have lots of experience, but would like to brush up on their product knowledge. We developed the Skills Programmes, covered in this qualification, to provide intermediaries with more options to comply with the requirements of the FAIS Act.
The qualification covers Short-term related learning and provides a framework for students to develop competencies that will give them insight into the Short-term insurance sub-sector. It introduces a basic understanding of the key terms, rules, concepts and principles of the fields that will ready them for the industry.
The Higher Certificate in Wealth Management (HCWM) provides an ideal entry point into the financial services industry in various roles, or to kickstart your career in financial planning. The HCWM is recognised by the Financial Services Conduct Authority for all product sub-categories of Category I FSPs, and can be used to fulfil fit and proper requirements for FAIS roles in Category I FSPs.
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. The ACFP also addresses the education requirement to obtain the FINANCIAL SERVICES ADVISOR™ (FSA™) designation awarded by the Financial Planning Institute of South Africa (FPI). Please visit: www.fpi.co.za for more information on ‘a career in financial planning’.
Companies and organisations are required to comply with various regulations and legislative requirements. Moonstone Business School of Excellence’s Occupational Certificate: Compliance Officer (NQF level 6) qualification equips students with these expert skills, and practical experience in legal matters, compliance risk management as well as the compilation, implementation and reporting of compliance strategies.
Principal Executive Officers are the executives of retirement funds in Southern Africa. They play an important role within the governance system of a retirement fund and are vital in the proper performance of the board of trustees.
Study guides are developed and quality assured by industry specialists. This ensures that the content is practical in nature and applicable in the work environment.
We are dedicated to follow a holistic approach, which enables us to offer students an unsurpassed depth of expertise and technical know-how.
We have highly qualified Subject-matter Experts with ample experience to ensure excellent pass rates for all our students.