School of Accounting, Economics and Finance

Postgraduate Diploma in Financial Planning

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In order to prepare for your future, you will need to find a way that you can manage your finances to achieve your life goals. Financial Planning does this, and the financial planning process is important in developing a plan that is tailored to your own unique circumstances. Having a detailed financial plan provides a strategy to help you make critical financial decisions in all aspects of life, and following that plan affords you the best possible chances of success in achieving your life goals and long-term financial security.

Given the complexities and financial uncertainty that the world faces on a daily basis, financial planning professionals are in high demand and a qualification in Financial Planning offers a career path filled with numerous rewarding opportunities. The Postgraduate Diploma in Financial Planning offered by the School of Accounting, Economics and Finance at the University of KwaZulu-Natal, is accredited by the Financial Planning Institute of Southern Africa (FPI), and is designed to admit students or professionals to the qualifying Professional Competency Examination.

WHAT YOU WILL LEARN

  • Enhance your leadership skills through articulation and implementation of a robust and well-defined financial strategy.
  • Improve the quality and accessibility of professional financial planning.
  • Provide a leadership role within financial services by providing balanced, credible input
    and commentary to your clients and the public.
  • Lead transformation and diversity in the Financial Planning profession.
  • Empower consumers by creating awareness of the benefit of professional planning
    through financial education.

KEY FOCUS AREAS

  • Establishing and defining a professional relationship
  • Gathering data, including goals
  • Analysing and evaluating your financial status
  • Developing and presenting financial planning recommendations and/or alternatives
  • Implementing financial planning recommendations
  • Monitoring financial planning recommendations

PROGRAMME MODULES

  • Financial Management
  • Retirement Planning
  • Tax and Estate Planning
  • Risk Management and Ethics
  • Wealth Management
  • Law of Contract, Insurance and Agency
  • Integrated Financial Planning

WHO SHOULD ATTEND

This programme is aimed at individuals working within the Financial Services industry, wanting to complete the FPI’s Professional Competency Examination as well as those outside of the industry wishing to pursue a career in financial planning.

ENTRANCE REQUIREMENTS

  • A three-year tertiary degree or equivalent at NQF Level 7 fromany SAQA recognised institution OR
  • Evidence of qualification at NQF Level 7                                                                                                            OR
  • Evidence of qualification at NQF Level 6 and minimum of two year relevant work experience can also apply using Recognition of Prior Learning (RPL).

DURATION

  • One year full-time or two years part-time (evening classes, Monday to Thursday 17:30 to 20:30).
  • Modular: Block sessions may be offered (dependent on demand).
  • Registrations are permitted mid-way into the year.

PROGRAMME FEE

The programme fee of approximately R34 000 (incl. VAT) covers tuition. Please see the annual Student Fees Guide for more detailed information.

DATES
The programme follows UKZN’s sessional dates, which can be viewed at www.ukzn.ac.za.

Accredited by

 

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Financial Planning does this, and the financial planning process is important in developing a plan that is tailored to your own unique circumstances. Having a detailed financial plan provides a strategy to help you make critical financial decisions in all aspects of life, and following that plan affords you the best possible chances of success in achieving your life goals and long-term financial security.

Given the complexities and financial uncertainty that the world faces on a daily basis, financial planning professionals are in high demand and a qualification in Financial Planning offers a career path filled with numerous rewarding opportunities. The Postgraduate Diploma in Financial Planning offered by the School of Accounting, Economics and Finance at the University of KwaZulu-Natal is accredited by the Financial Planning Institute of Southern Africa (FPI) and is designed to admit students or professionals to the qualifying Professional Competency Examination (PCE). PCE is one of the requirements towards becoming a Certified Financial Planner (CFP) professional that creates new career opportunities, including financial and investment advisor, estate planner and tax practitioner.
  • Enhance your leadership skills through articulation and implementation of a robust and well-defined financial strategy.
  • Improve the quality and accessibility of professional financial planning.
  • Provide a leadership role within financial services by providing balanced, credible input and commentary to your clients and the public.
  • Lead transformation and diversity in the Financial Planning profession.
  • Empower consumers by creating awareness of the benefit of professional planning through financial education.
  • Establishing and defining a professional relationship
  • Gathering data, including goals
  • Analysing and evaluating your financial status
  • Developing and presenting financial planning recommendations and/or alternatives
  • Implementing financial planning recommendations
  • Monitoring financial planning recommendations
  • Financial Management
  • Retirement Planning
  • Tax and Estate Planning
  • Risk Management and Ethics
  • Wealth Management
  • Law of Contract, Insurance and Agency
  • Integrated Financial Planning
  • Research Methodology
This programme is aimed at individuals working within the Financial Services industry, wanting to complete the FPI’s Professional Competency Examination as well as those outside of the industry wishing to pursue a career in financial planning.
  • A three-year tertiary degree or equivalent at NQF Level 7 fromany SAQA recognised institution OR
  • Evidence of qualification at NQF Level 7                                                                                                            OR
  • Evidence of qualification at NQF Level 6 and minimum of two year relevant work experience can also apply using Recognition of Prior Learning (RPL).
  • One year full-time or two years part-time (evening classes, Monday to Thursday 17:30 to 20:30).
  • Modular: Block sessions may be offered (dependent on demand).
  • Registrations are permitted mid-way into the year.
The programme fee of approximately R44 000 (incl. VAT) covers tuition. Please see the annual Student Fees Guide for more detailed information.

he programme follows UKZN’s sessional dates, which can be viewed at www.ukzn.ac.za.

Accredited by
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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