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IconEDUCATION AND TRAINING

Moonstone Business School of Excellence

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Who is the Moonstone Group?
 
Since its inception in 2000, Moonstone has been setting the industry standard when it comes to service delivery to the advisor community. The company’s prestigious standing can be attributed to its unique composition of qualified specialists, offering clients access to its vast knowledge of the financial services industry and the training milieu in which it operates.
 
This knowledge base, coupled with the company’s innovative approach to integrate the latest training options, will continue to ensure compliant providers and satisfied clients.
 
Moonstone Business School of Excellence
 
In March 2015, the Moonstone Group acquired PSG Academy, and along with its current Moonstone Intellectual Capital training offering, merged the two entities to form Moonstone Business School of Excellence. Both PSG Academy and Moonstone Intellectual Capital have proven themselves as accredited and respected training providers, renowned for delivering professional solutions to all.

The amalgamation was been received with great excitement in the industry and contributes to our mission to become the first choice for learners.
 
The future of Moonstone Business School of Excellence entails an expansion of our offering in terms of academic programmes and delivery methods with accredited and relevant training programmes that assists learners with their training demands in a fast changing legislative environment.
 
WHAT DO WE OFFER?
 
 This qualification provides learners with a practical understanding of and extensive insight into, Financial Planning within a broad context. It also allows for specialisation in different areas and intends to create access to post-graduate learning.
 
This qualification provides learners with a wide range of specialised and technical skills, as well as a broad based knowledge of the applicable legislation, economic principles and the financial industry. Learners will be exposed to the important terms, rules, concepts, principles and theories of Wealth Management.

NATIONAL CERTIFICATE IN WEALTH MANAGEMENT (NQF 5)
This qualification provides learners with a wide range of specialised and technical skills, as well as knowledge of the applicable legislation, economic principles and the financial services industry in general. Learners will be exposed to the important terms, rules, concepts, principles and theories of Wealth Management.

This certificate is a building block for learners who wish to follow a career path in the Long-Term Insurance and Investment space.

This qualification provides learners with a wide range of specialised and technical skills, as well as a broad based knowledge of the applicable legislation, economic principles and the financial industry. Learners will be exposed to the important terms, rules, concepts, principles and theories of Wealth Management.
 
This qualification is generic in the management and creation of wealth that builds introductory knowledge, skills, attitudes and values required for learners to operate in the Financial Services Industry.
 
This qualification covers Short Term Insurance related learning and provides a framework for learners to develop competencies that will give them insight into the Short Term Insurance sub-sector.
 
This course is developed to enable learners to comply with the requirements of the National Credit Act. After completion, the learner is issued with an NCA card.

RPL FOR FURTHER EDUCATION QUALIFICATIONS

  • An analysis will be done on credits obtained towards approved Further Education qualifications at NQF Level 4 & 5.
  • Mapping will be done to determine if the correct “Core”, “Fundamental” and “Elective” unit standards were obtained to adhere to the qualification requirements.
  • A student specific learning programme will be compiled to address the unit standards required for the full qualification.
For more information, please visit our website at www.mbse.ac.za

Company Press Releases »

Icon CPD via Moonstone Monitor Clarified
15 Jun 18 | Read More »
It is evident from enquiries received after last week’s Moonstone Monitor that there is a lot of general misunderstanding and uncertainty about Continuous Professional Development, and more particularly, how this publication can assist you in acquiring CPD hours. ...
Icon Fais CPD Obligations and Classes of Business
15 Jun 18 | Read More »
The required hours of continuous professional development required is determined by the extent of the products which you advise on. Board Notice 194 of 2017, the Fit and Proper road map, decrees as follows: A FSP, key individual and representative authorised, approved ...
Icon Moonstone offers an end-to-end solution in response to the new fit and proper demands
29 Mar 18 | Read More »
The Determination of fit and proper requirements (Board Notice 194 of 2017) published in December last year, completely transformed the world of financial services providers, their key individuals and representatives. The new requirements add significantly to the requirements ...
Icon Demarcation of health insurance products
17 Feb 17 | Read More »
By Gail Gibson, Senior lecturer, MBSE The demarcation debate started when the Council for Medical Schemes stated that the so called “hospital plan” insurance products contravened the Medical Schemes Act. What is a medical scheme? Medical schemes are non-profit ...
Icon Planning a Career in the Long-term Industry?
30 Jan 17 | Read More »
Learners who wish to build a professional career in Long-Term Insurance and Investment Financial Services should seriously consider the National Certificate in Wealth Management at NQF level 5 offered by Moonstone Business School of Excellence (MBSE). This qualification ...
Icon Moonstone now offers Management Accounting Tuition
11 Jan 17 | Read More »
Prospective students wishing to obtain a qualification from the Chartered Institute of Management Accountants in management accounting can now do so via Moonstone Business School of Excellence (MBSE). What is management accounting? According to the website of the Chartered ...
Icon Impact of Legislative Amendments on FAIS Regulatory Exams
27 Oct 16 | Read More »
Candidates are reminded that future changes to the laws and regulations governing financial services will affect the question database used for the Regulatory Exams. Once legislation is passed, changes and additions are made to the questions. Past experience has shown that ...
Icon FAIS Qualification Deadlines Revisited
21 Sep 16 | Read More »
A reader recently wrote to Paul Kruger at Moonstone Compliance: My query relates to the article headed “Qualification deadline at hand – 30 June 2016 is a very important date”. I understand that representatives appointed after 2010 has 6 years ...
Icon FPI Approved Qualification from the Moonstone Business School of Excellence
25 Aug 16 | Read More »
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 ...
Icon FAIS: Enquiries About Skills Credits
19 Aug 16 | Read More »
Q: I started working in the Insurance industry in 2008, completed 63 credits Personal and Commercial and passed my RE1 in 2013. After this, I left the insurance industry. I desperately want to return. What qualification do I need? Should I write another RE exam? A: There ...
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