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.
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.
Programme Outline
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
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.
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).
Modules
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
Estimated Fees
The programme fee of approximately R44 000 (incl. VAT) covers tuition. Please see the annual Student Fees Guide for more detailed information.
