Postgraduate Diploma in Financial Planning (NQF 8)

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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. Completion of this qualification will enable students to meet the educational requirements to be able to write the FPI (Financial Planning Institute of Southern Africa) Competency Board Exam, in order to obtain the designation of CERTIFIED FINANCIAL PLANNER® professional.

What will the 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; and
  • are interested in membership with the FPI as a CERTIFIED FINANCIAL PLANNER®.

Admission Requirements

A relevant qualification at NQF level 7.

Duration

Full Time: One year
Part Time: Two years

Fees

Payment is made per Module. A discount will apply if the year’s modules are paid upfront.
Please contact our office for more information: help@mbse.ac.za

Important Dates

Applications:
Applications for Semester 1 close on 31 January 2022
Applications for Semester 2 close on 27 June 2022

Registrations:
Registrations for Semester 1 close on 7 February 2022
Registrations for Semester 2 close on 4 July 2022

Method of training

Online and distance learning (Material and submission will be done online) Click here for more info

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.

Content

Students complete four compulsory modules.

1. Financial Planning Environment
Credits: 30
The purpose of this module is to provide detailed knowledge on the requirements for ethics and professional practice, the regulatory environment and important legislation impacting financial planning. Further, the module provides knowledge and opportunities for application of methods and techniques for time value of money and financial planning calculations used in various financial planning contexts. The module also addresses personal financial planning problems in the FPBok area of Financial Management. Lastly, the module provides knowledge and opportunities for application of general tax planning for individuals.

2. Personal Financial Planning
Credits: 30
The purpose of this module is to provide detailed technical knowledge and opportunities for application of current methods and techniques to solve complex personal financial planning problems in the FPBok areas of Asset Management and Investment Planning, Risk Management, Retirement Planning, and Estate Planning.

3. Corporate Financial Planning
Credits: 30
The purpose of this module is to provide detailed technical knowledge and opportunities for application of current methods and techniques to solve complex corporate financial planning problems. Furthermore, the module provides detailed technical knowledge of Business Assurance, Employee Retirement, Group Life and Medical Scheme Benefits relating to legal and tax aspects.

4. Case Study
Credits: 30
The purpose of this module is to provide students the opportunity for integrated financial planning in all the financial planning areas of the other modules, and to apply the financial planning process to prepare a comprehensive financial plan for a client. Furthermore, the module explores how behavioural finance and current economic, political and legislative trends impact on financial planning strategies.

  • This qualification is offered on a Full-time and Part-time basis.
  • To be considered a full-time student, you must be enrolled in modules totalling 60 credits in a semester and 120 credits in the academic year. If you are enrolled in modules totalling less than 120 credits across the academic year and less than 60 credits in a semester, you are considered to be part-time student.
  • Full-time students can complete the qualification in one Academic year and Part-time students can complete it in 2 Academic years.

Schedule

1. Financial Planning Environment
Full-Time students: Semester 1
Part-Time students: Semester 1

2. Personal Financial Planning
Full-Time students: Semester 1
Part-Time students: Semester 2

3. Corporate Financial Planning
Full-Time students: Semester 2
Part-Time students: Semester 3

4. Case Study
Full-Time students: Semester 2
Part-Time students: Semester 4

Assessments

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

How to Apply?

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)

overview

Closing Dates for Application:
Semester 1: 31 January 2022
Semester 2: 27 June 2022

Method of Training:
Online and distance learning

Qualification Duration:
Full-time: One year
Part-time: Two years

Admission Requirements:
A relevant qualification at NQF level 7.

Fees:
Click here for fees, payment options and finance providers.

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.

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