H.Cert. (Financial Planning)
SAQA ID 120380
This programme is offered by Boston City Campus Head Office in the distance mode of provision, with all other Boston City Campuses operating as support centres. Apply to register at any Boston City Campus branch countrywide.
Download the Fact Sheet for additional, detailed programme information.
Regardless of the economic cycle, skilled financial advisors are always in demand to provide professional advisory services in financial planning. Boston’s Higher Certificate in Financial Planning, a comprehensive programme with 130 credits at NQF level 5, offers the key to success in this regulated field.
Recognised by the Financial Conduct Authority (FSCA) for Categories I and IV, excluding Crypto Assets (1.27), this programme is suitable for individuals seeking a qualification to meet FAIS Fit-and-Proper competency requirements or those entering the financial services sector. It equips candidates with core knowledge and skills essential for understanding and excelling in various aspects of financial planning. Elective modules, such as Retirement Planning, Wills and Administration of Deceased Estates, Healthcare Planning, Investments and Investment Risks, and Introduction to Taxation for Financial Advisors, allow for specialisation.
YEAR ONE MODULES
- Computer Literacy
- Academic Literacy
- Introduction to the Financial Services Environment
- Introduction to Law for Financial Advisors
- Economics for Financial Advisors
- Ethics and Professional Standards for Financial Advisors
- Principles of Insurance
Nine compulsory and two elective modules must be passed.