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)
About
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.
Articulation
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
- Financial Planner/ Advisor
- Financial Analyst
- Investment Broker
- Personal Financial Consultant
Programme Structure
Duration: 1 year
Modules
- Financial Planning Environment
- Personal Financial Planning
- Business Financial Planning
- Practice Management
- Income Tax Planning
- Financial Management and Planning
Assessments
- 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.
Frequently Asked Questions
What is the role of a financial planner?
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.
Is a financial planner the same as a financial advisor?
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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