Advanced Certificate in Financial Planning

Learn a combination of theoretical and practical knowledge in the area of financial services with a financial planner course online.

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 an 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.


Upon successful completion of the programme, the student should be able to:

  • Describe the financial planning process in detail;
  • Describe, explain, analyse and synthesise financial planning concepts;
  • Analyse a variety of products and make an informed decision based on the client’s needs and suitability of the product to the need;
  • Provide a comprehensive financial needs analysis to a client;
  • Record the advice process for as per regulatory requirements;
  • Analyse market conditions, regulations, investment products, risk products and provide solutions to clients based on the financial need;
  • Implement a monitoring process for client feedback and re-evaluation; and
  • Provide and implement a business management operation in line with the appropriate compliance requirements.

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 a Higher Certificate in the appropriate field; or
  • An equivalent NQF level 5 qualification.


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