Learners will have to provide evidence, in the various learning modules in the different prescribed fields of financial planning, of attaining the required knowledge and expertise by:
Presenting and analyzing hypothetical case studies and proposals in financial planning;
Writing assessments of client needs with suggested strategies to address those needs;
Drafting investment and other financial plans with due regard to financial risks, applicable regulatory and legislative requirements, investment options and the influence of changing economic conditions and markets;
Write proposals for implementation and monitoring of such plans
Integrated assessment
A variety of continuous assessment case studies, proposals, assignments, financial plans and summative assessments will be integrated into learning.
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