Advanced Certificate in Financial Planning

Outcomes

1. Apply knowledge of legislation, compliance and ethics in a financial planning context in South Africa.
2. Examine the changing nature of the financial planning environment in South Africa in terms of structure and role players, regulation and consumer needs.
3. Apply knowledge of legislation, taxation, economics and accepted financial planning principles to solve the financial dilemmas of an individual.
4. Apply knowledge of legislation, taxation and business principles to advise a business on insurance and investment solutions. Critical Cross-Field Outcomes:
5. Identify, systematically examines, critically evaluates and solves problems in which responses display that responsible decisions have been made, using critical and creative thinking: Solve problems by methodically exploring the issues and reflecting on given data to establish a variety of solutions by also considering the current and alternative circumstances in which problems should be solved. Interpret complex data within strict regulations and apply problem solving skills (using mathematical, communication and industry specific skills) to resolve and correct data and/or situation.
6. Organize and manage oneself and one's activities responsibly and effectively: Activities are clearly planned and organized to achieve learning outcomes within specified timeframes. Demonstrates attention to detail in carrying out tasks methodically and in a well-ordered manner. Achieves set deadlines through the effective use of available and allocated resources.
7. Collects, analyses, organizes and critically evaluates information: Data and information is accurately evaluated for purpose, clarification and understanding. Data and information are analysed in order to effectively identify key facts and/or elements. Critical and reflective thinking is used to interpret and organize information and data appropriately.
8. Demonstrate an understanding of the world as a set of related systems by recognizing that problem solving contexts do not exist in isolation: Behaviour and actions are sensitive to the various cultures, working environments and sectors. Actions are conducted with honesty and integrity by adhering to a code of conduct. Accountable for own actions.
9. Self manage skills development from the range of experiences and learning opportunities available: Opportunities are maximized to gain learning and understanding from others. Tasks, assignments, activities and the learning experience are maximized for personal benefit (completion of this qualification).
10. Transfer skills and continuous learning to organizational setting: Successful application of knowledge, understanding and inference of information into the workplace/practical environment, activities and processes.

Assessment Criteria