Designed with 130 credits at NQF level 5, this comprehensive programme is your key to success in the highly regulated and critical field of financial planning.
Dr Cobus Oosthuizen, Dean of Postgraduate Business Programmes explains, “The Boston Higher Certificate in Financial Planning is recognised by the Financial Sector Conduct Authority (FSCA) for Categories I (excluding 1.27 Crypto Assets) and IV for occupational/professional purposes.
This programme is an ideal course of study for individuals requiring a qualification to meet the competency requirements for FAIS Fit-and-Proper or for new entrants to the financial services environment, as it introduces candidates to core knowledge and skills that will contribute directly to an understanding of, and competency in, various areas of the highly regulated and critical function of financial planning.
Furthermore, specialisation is made possible with a series of elective modules, including Retirement Planning; Wills and Administration of Deceased Estates; Healthcare Planning; Investments and Investment Risks; and Introduction to Taxation for Financial Advisors.”
Cobus says that this Higher Certificate is packed full of the skills you will need to assist others in their own financial planning, opening pathways for you to create a consulting position for yourself. “Of course,’, he continues, “it’s always best to gain some practical corporate work experience first and learn not just finance but soft skills such as dealing with customers, gaining customer and more but first using this Higher Certificate to gain an entry level potion within an existing financial department or business”.
No matter the economic cycle, down or up, contraction or expansion, growth or slowdown, a continuous demand exists for skilled and knowledgeable financial advisors who can practice in the field of financial planning, providing professional financial advisory services that ethically address a variety of needs of diverse clients.
“On completion”, says Cobus, “ the qualification offers a wide range of employment opportunities such as administrators in financial planning practices, insurance or retirement companies or banks; self-employment in the financial advisory or brokerage industry; tied agents; or intermediaries working in various financial services environments. Please note that as discussed, additional regulatory requirements, such as work experience under supervision or a final regulatory exam, may apply!”.
Boston’s positioning in the open, distance and e-learning mode of provisioning makes this the ideal qualification to undertake if one needs time flexibility and a study anywhere-anytime approach. Without needing to be in a specific location at a specific time, candidates can continue to manage the demands of life and work while advancing their career opportunities.
For more information, please visit one of our 47 learner support centres countrywide, or download the programme’s Fact Sheet and our Prospectus online at the Boston City Campus website..
Start studying 31 July – Apply and Register today!
