Mancosa

Advanced Certificate in Financial Planning

Business, Commerce and Management Studies - Finance Economics and Accounting

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Purpose and Rationale

Qualification Overview

Purpose:
This undergraduate qualification aims to provide a comprehensive understanding of financial services through a blend of theoretical knowledge and practical application. Students will develop skills in financial planning, research, and communication, along with expertise in advising on financial services products.

Rationale:

  • Contribute to regional and national goals by enhancing capacity building and developing human resources.
  • Empower learners with the knowledge and competencies needed to excel in financial services.
  • Address the career and economic aspirations of employed learners.
  • Meet the diverse needs of individuals in various roles within the financial services sector.

Outcomes

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

Assessment Criteria

Associated Assessment Criteria applied in an integrated way:

  • Theory and principles applied in a work-based context: Learners will demonstrate their understanding of theoretical concepts by applying them to real-world scenarios within the financial services sector.

  • Utilisation of appropriate technology in various communication modes: Learners will showcase their ability to effectively communicate using technology such as emails, presentations, and other relevant tools.

  • Demonstration of knowledge of the financial services sector: Learners will display their understanding of the financial services industry through practical examples and case studies.

  • Display of research skills in solving work-related problems: Learners will be required to conduct research to address challenges within the financial services sector and propose solutions based on their findings.

  • Communication of acquired knowledge: Learners will effectively communicate the knowledge they have gained through reports, presentations, and other written modes of communication.

  • Demonstration of understanding of resource and process management in a business context: Learners will exhibit their ability to manage resources and processes within a business setting to achieve desired outcomes.

  • Effective communication of ideas and interests through written modes: Learners will articulate their ideas and interests clearly and persuasively in written formats.

  • Demonstration of understanding of socio-economic challenges in South Africa: Learners will showcase their knowledge of the socio-economic landscape in South Africa and its impact on the financial services sector.

  • Ability to propose solutions to problems: Learners will demonstrate their problem-solving skills by proposing innovative solutions to challenges within the financial services sector.

Integrated Assessment:

  • Assessment methods: Formative and summative assessments will be used to evaluate the learner's competencies in an integrated manner.

  • Focus of assessment: Assessments will focus on the learner's grasp of basic concepts, application of theory in practical contexts, research methods employed, and the balance between theory and practice relevant to the qualification level.

  • Use of appropriate technology: Assessment methods will evaluate the learner's ability to effectively communicate ideas using technology.

  • Assessment methods: Case studies, report writing, interpretative and analytical problem-solving in written examinations, work-based assignments, and self-assessment activities will be used to measure the learner's competence across different areas of study.

Qualification Details

Type
Advanced Certificate
NQF Level
06
Min. Credits
120
SAQA Source
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Mancosa
Mancosa
Description
Mancosa, also known as the Management College of Southern Africa, is a private higher education institution based in South Africa. It offers a range of undergraduate and postgraduate programs in business and management disciplines. Mancosa aims to provide quality education and develop future leaders in the business world. The college focuses on practical and industry-relevant learning, with a strong emphasis on entrepreneurship and innovation. Mancosa also offers flexible study options, including online and distance learning, to cater to the needs of working professionals.
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This page includes information from the South African Qualifications Authority (SAQA) . Builtneat Pty Ltd trading as Study Start, has modified all or some of this information. SAQA has not approved, endorsed, or tested these modifications.