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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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.

  • 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
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 R34 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