Advanced Certificate in Financial Planning

Clients are intimidated by the complexities they face when they consider their personal finances - from the wide range of financial products available to the numerous pieces of legislation and the ever-changing nature of their individual circumstances. Clients need expert financial planning practitioners to guide them in setting their personal financial planning priorities and to make the difficult decisions. The Advanced Certificate in Financial Planning aims to equip students with the knowledge and skills required for this task.

On successful completion of this qualification, students will be able to:

• operate effectively as expert financial practitioners within the South African legislative and economic landscape
• apply knowledge of legislation, taxation, economics and accepted financial planning principles to solve the financial dilemmas of an individual
• apply knowledge of legislation, taxation and business principles to advise a business on insurance and investment options.

On completion of this qualification, graduates work as:

• Self-employed financial advisers or brokers
• Tied agents
• Para-planners
• Employed personnel rendering intermediary services in various types of roles

This qualification consists of 5 compulsory modules and an elective module

COMPULSORY

• Legal Aspects of Financial Planning
• Taxation for Financial Planners
• Personal Financial Planning for Financial Planners
• Corporate Financial Planning for Financial Planners
• Practical Application (Case Study) for Financial Planners

ELECTIVES

Select one

• Business Management for Financial Planners or
• Trust Law