The Financial Planning Institute provides its members with a list of approved training providers.
Moonstone Business School of Excellence (MBSE) is an FPI Approved Education provider who complies with the FPI’s requirements in terms of mapping more than 80% of its learning outcomes back to the Financial Planning Curriculum of the FPI.
If you are in the process of planning your training schedule for 2017, you may want to consider the following:
Successful completion of the Advanced Certificate in Financial Planning: NQF Level 6 ascribes candidates the right to apply for the FSA™ designation with the FPI. Successful completion of the Certificate in Wealth Planning: NQF level 5 gives candidates access to the RFP™ designation.
Very important to note: Individuals who completed and obtained this qualification between 2013 and 2016 are exempt from writing the FPI’s RFP™ and FSA™ Professional Competency Examinations (“Board Exams”) as MBSE meets the FPI’s high examination status. This exemption is reviewed every three years.
All students who register with MBSE also qualify for free student membership of the FPI, and qualify for member benefits such as discounts on seminars and access to the FPI’s legislative library.
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An endowment is a policy, which is taken out for a specific term. Put simply, it is a disciplined savings plan in which you agree to save a certain amount each month for a specific period of time, normally five or ten years, and the life assurer agrees to pay out the investment returns by that date.