Advanced Certificate in Financial Planning

The Advanced Certificate in Financial Planning provides students with the framework for understanding the dynamics of Financial Planning by learning the skills and knowledge relating to the elements and processes in Financial Planning.

1 year
NQF Level 6
120 credits

Key Features

  • Accredited and Registered
  • Cutting-edge curriculum
  • Flexible structure
  • Online support
  • Affordable and Accessible
  • Internationally benchmarked
  • Multicultural Faculty and support
  • Registered with the Financial Services Board (FSB)



The Advanced Certificate in Financial Planning is a one year undergraduate programme that offers a combination of theory and practice in the area of financial services. Qualifying students will develop an integrated conceptual understanding, synthesis and application of specific issues in financial planning.

They will also develop research skills, financial planning skills as well as skills in communication. The programme provides background knowledge to allow junior and middle managers to pursue senior management positions within their organisations.This programme will allow students to apply theories to practice and students will be well placed to pursue further studies.

Who Should Apply?

  • Individuals who are interested in pursuing a career in a financial service field.
  • Individuals who enjoy consulting in financial matters and planning financial investments.


Completion of the Advanced Certificate meets the minimum entry requirement into a Diploma programme or Bachelor’s degree.

Mode of Delivery

This programme is offered through distance learning with online support.

Career Opportunities

On completion of the programme, graduates can aspire to the following positions:
  • Financial Planner/ Advisor
  • Financial Analyst
  • Investment Broker
  • Personal Financial Consultant

Programme Structure

Duration: 1 year


  • Financial Planning Environment
  • Personal Financial Planning
  • Business Financial Planning
  • Practice Management
  • Income Tax Planning
  • Financial Management and Planning


  • Assignment
  • Examination

Admission Requirements

  • The minimum entry requirement is an NQF level 5 Higher Certificate. (120 credits) Higher Certificate
  • An Equivalent NQF level 5 qualification with proven proficiency in English.
  • To be considered via RPL, applicants should be above the age of 23 years.

For further information on this alternative route, please contact a student advisor.

All applicants with an international qualification will be considered in accordance with MANCOSA‘s institutional rules.

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Frequently Asked Questions

A financial planner is a professional who assists individuals or organisations with a strategy to meet their long-term financial objectives and obligations. They do this through their knowledge of finance, taxes, budgeting and financial planning and analysis.

No, a financial planner focuses on achieving financial goals whereas a financial advisor will concentrate on managing money and investments. Financial advisors include many types of professionals, like stockbrokers and insurance agents.

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MANCOSA serves as an innovation hub for executive education, undergraduate and postgraduate management programmes to meet the requirements of professionals in both the private and public sectors.