Postgraduate Diploma in Financial Planning

POSTGRADUATE DIPLOMA IN FINANCIAL PLANNING

The Postgraduate Diploma in Financial Planning offered by the School of Accounting, Economics and Finance has been designed to provide students from commerce and non-commerce backgrounds with the necessary theoretical knowledge to follow a career in Financial Planning.  The knowledge of financial planning gained will create new career opportunities in the financial services sector like banks, insurance companies, pension funds and asset management companies.  Upon completion of this programme, students would be able to apply to write the Board exams leading to the Certified Financial Planner designation.

CORE MODULES

Financial Management

This module provides students with an in-depth of determinants of client’s personal financial decisions, personal financial management strategies, personal finance products, and insolvency and bankruptcy.

Law of Contract, Insurance and Agency

The purpose of this module is to give learners the capacity and ability to understand, analyse, research, discuss, evaluate, give correct advice concerning, and generally deal effectively with, issues of contract law, insurance and agency and legal disputes thereof.

Research Methods

The module focuses on designing a research project, structuring an inquiry, and the ethics and politics of business research. The course covers literature review skills, the tools of theory building, interviewing skills, designed a questionnaire, indexes/typologies and asking questions. The nature of quantitative research is also covered.

Retirement Planning

This module provides students with an in-depth knowledge of institutional vehicles for retirement funds and personal retirement and savings funds.

Risk Management & Ethics

This module provides students with an in-depth analysis of client’s quantitative and qualitative information such as insurance coverage, potential financial obligations, risk management objectives, risk tolerance, lifestyle issues, health issues and development of risk management strategies.

Wealth Management

This module provides learners with an in-depth understanding of investment vehicles, portfolio management, behavioural finance, economic analysis and performance measurement.

Tax & Estate Planning

This module provides learners with an in-depth knowledge of tax and estate planning.

Integrated Financial Planning

This module seeks to help the students demonstrate critical thinking in decision-making that integrates risk management and ethics, financial management, wealth management, tax and estate planning, retirement planning and alternative investments while developing strategies, recommendations and financial plans for clients using real world situations and scenarios.

Duration

The programme can be completed in one year of full-time study or two years of part-time study.  Part-time students can start in the middle of the year.

Lectures are held from Mondays to Thursdays between 17h30 and 20h30 on the Westville campus.

Entrance Requirements

To be considered for the programme, the applicant should have a recognised undergraduate degree or a three-year tertiary qualification from a recognised institution.

Contact us

Tel: +27 (0) 31 260 1079/7644

E-mail: saefpostgrad@ukzn.ac.za

Physical Address: University Road, Chiltern Hills, Westville

Application forms can be obtained on the UKZN website: http://www.ukzn.ac.za

Closing date for applications is 30 November 2016.

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