Colleges and Universities Offering Advanced Certificate in Financial Planning in South Africa

Institutions Offering Advanced Certificate in Financial Planning

•  Centurion Academy, Gauteng  
  Course entry requirements
  -A Certificate in Financial Planning or a relevant NQF 5 Qualification
  -A basic knowledge of/and interest in Financial Planning
  
  Course duration: 1 year
  
  Mode of study: Full time
  
  Course content
  (a) Business Insurance
  -Definitions
  -Business Entities
  -Products and Implementation
  -Buy and Sell Insurance
  -Company Owned Policies
  -Taxation of Company Owned Policies
  -Key-man Insurance
  -Understanding Financial Statements
  
  (b) Estate Planning
  -Law of Succession
  -Formalities and Drafting of a Will
  -Intestate Succession
  -Matrimonial Property Act
  -Introduction to Trusts
  -Estate Planning Objective
  
  (c) Investment Planning
  -Economic Influences
  -Business Cycle
  -Inflation
  -Exchange Rates
  -Trends
  -Definition of a Portfolio
  -Investment Process
  -Different Markets
  -Investment Products
  -Tax on Investments
  
  (d) Tax and Retirement Planning
  -Dividends Tax
  -CGT and Calculations
  -Donations Tax
  -VAT and Transfer Duty
  -Estate Duty
  -Definition of Property and Deemed Property
  -Valuation of Assets
  -Calculations
  -RA`s
  -Annuities
  -Taxation on Lump Sums
  -Divorce
  -Tax Deductibility
  -Introduction to Employee Benefits
  -Taxable Income / Gross Income
  -Definition of Capital
  -Exemptions and Deductions
  -Taxable Allowances
  
  (e) Risk Management
  -Definition of Insurance
  -Insurable Risk and Insurable Interest
  -Introduction to the Long Term Insurance Act
  -Introduction to the Short Term Insurance Act
  -Overview of Health Care in SA
  -Definition of Risk
  -Planning and Management
  -Scenario Planning
  
  (f) Fundamentals of Financial Planning
  -Trends
  -Liability
  -Legislation (FAIS, FICA, PPR, POCA)
  -Money Laundering
  -6 Step Financial Planning process
  -Financial Calculations (Time value of money, Simple and Compound Interest)
  -Fundamentals of the profession
  -Role-players in the industry
  -Financial Planning environment
•  MANCOSA Institute, Durban  
  Duration: 1 year
  
  Minimum entry requirement:
  1. Higher Certificate in the appropriate field; or
  2. An equivalent NQF level 5 qualification.
  
  Modules Overview:
  -Financial Planning Environment
  -Personal Financial Planning
  -Business Financial Planning
  -Practice Management
  -Income Tax Planning
  -Financial Management
•  Milpark Education Business School, Cape Town  
  Duration: 1 year
  
  Minimum entry requirement:
  1. The Milpark Education Higher Certificate in Financial Planning (at NQF Level 5); or
  2. National Certificate in Wealth Management (NQF Level 5); or
  3. An appropriate, accredited NQF Level 5 qualification; or
  4. An appropriate, accredited Bachelor’s degree (at NQF Level 6/7).

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