Higher Certificate in Financial Planning

1 years duration

This programme equips graduates with the necessary knowledge and skills to effectively operate Windows-based applications, write professional proposals for financial decision-making, discuss ICT trends in the financial services industry, understand the financial services environment, apply legislation and regulations to financial planning, advise clients on financial solutions, and adhere to ethical and professional standards in the financial planning environment.

Upon completion of the programme, graduates will possess the necessary knowledge and practical skills to effectively operate various Windows-based end-user applications in the workplace. They will also be able to compile and write professional proposals for clients regarding financial decision-making recommendations that meet their specific needs. Additionally, graduates will be able to identify and discuss the latest trends in Information and Communication Technology (ICT) and digital transformation within the financial services industry. They will have a comprehensive understanding of the financial services environment, including the impact of macro- and microeconomic systems. Graduates will be able to apply their knowledge of legislation and regulations governing the financial planning environment and understand the implications of these on financial planning services and products. They will be capable of advising clients on potential financial solutions based on information collection, identification of client needs, and analysis of information. Lastly, graduates will have a solid understanding of insurance and the ethical and professional standards that financial advisors must adhere to when operating within the financial planning environment.

About Provider

Boston City Campus
Boston City Campus
Private College ยท 98 courses
Boston City Campus is a private higher education institution located in South Africa. It offers a wide range of undergraduate and postgraduate programs in various fields such as business, information technology, marketing, accounting, and more. The institution focuses on providing practical and career-oriented education to its students, with a strong emphasis on industry-relevant skills and knowledge. Boston City Campus also offers flexible study options, including full-time, part-time, and online learning, to cater to the diverse needs of its students. With a reputation for quality education and a supportive learning environment, Boston City Campus aims to prepare students for successful careers in their chosen fields.
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