School of Accounting, Economics and Finance

Postgraduate Diploma in Financial Planning

Overview

Postgraduate Diploma in Financial Planning: A transformative learning experience for driven financial planners. As a practicing or aspirant financial planner, do your plans include upskilling and enhancing your education for this ever-changing world of work? Then your learning journey should advance with a Postgraduate Diploma in Financial Planning. This programme 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) which is one of the requirements towards becoming a Certified Financial Planner (CFP) professional. Fulfilling this requirement creates new career opportunities, including financial and investment advisor, estate planner and tax practitioner – another reason why you should enrol for a Postgraduate Diploma in Financial Planning.

Who Should Attend?

The Postgraduate Diploma in Financial Planning is designed for individuals working within the Financial Services industry with aspirations of completing the FPI’s PCE as well as those outside of the industry wishing to pursue a career in financial planning.

Programme Outline

What you will gain from the Postgraduate Diploma in Financial Planning programme After completing this qualification, graduates will be able to:

Demonstrate an advanced knowledge and understanding of the practice of financial planning.

Be able to critically analyse theories and principles of financial planning and to demonstrate advanced knowledge and understanding of practice of financial planning.

Apply advanced knowledge and understanding, devise recommendations, sustain opinions and solve problems that indicate professional approach to the practice of financial planning.

Collect, analyse and synthesize appropriate data to develop strategies and make judgements and recommendations that take into consideration relevant social, scientific, legal or ethical issues.

Communicate and present information, ideas, problems and solutions on financial planning matters to both specialist and non-specialist audiences. Develop the learning skills necessary to continue further study with a high degree of autonomy.

Apply advanced skills demonstrating mastery and innovation in solving complex and unpredictable problems in the field of financial planning.

Reflect the competence to demonstrate in study and practice contexts the Financial Planner abilities which include the collection of client information, analysis and synthesis of information.

Reflect the competence to manage complex technical or professional activities or projects in the field of financial planning, with responsibility for decision-making.

Reflect the competence to take responsibility for continuing professional development in the field of financial planning.

Programme Teaching Method

This flexible programme is offered on a one year full-time or two years part-time (evening classes, Monday to Thursday from 17h30 to 20h30). Modular: Block sessions may be offered (dependent on demand). Registrations are permitted mid-way into the year.

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).