MANCOSA Advanced Certificate in Financial Planning
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.
Duration: 1 year
| Year | Semester | Description |
|---|---|---|
| 1 | 1 | Financial Planning Environment Personal Financial Planning Business Financial Planning |
| 2 | Practice Management Income Tax Planning Financial Management |
The minimum entry requirement is a Higher Certificate in the appropriate field; orAn equivalent NQF level 5 qualification