About the Programme
This qualification is designed for those needing a full qualification for FAIS Fit and Proper purposes, new entrants to the insurance/financial planning industry seeking knowledge, and individuals aiming to apply for the Registered Financial Practitioner® (RFP®) designation from the FPI.
The primary purpose of the Higher Certificate in Financial Planning is to equip students with the knowledge and skills they need to operate ethically and responsibly as financial advisers, and to be able to respond to the challenges of the economic environment and the changing nature of the financial services industry.
The Higher Certificate in Financial Planning appears on the Financial Sector Conduct Authority’s (FSCA) list of recognised qualifications for FAIS Fit and Proper purposes.
On completion of selected modules, students can apply to receive a letter of completion for Class of Business training as per BN194 of 2017 under/as per the FAIS Act.
Programme Structure
- Introduction to Financial Planning Environment
- Financial Planning Income Tax
- Risk Planning
- Retirement and Investment Planning
Please refer to the factsheet for a detailed breakdown of modules.
- Relationship Marketing for Financial Planners
- Basic Principles of Business Financial Planning
- Personal Lines Insurance
- Wills and Administration of Deceased Estates
- Health Planning
- Retirement Funds Administration
