USB PGD in Financial Planning

Establish yourself as an expert financial planner

USB’s Postgraduate Diploma in Financial Planning focuses on establishing your credentials as an expert financial planner. This qualification addresses the educational requirements for the designation of CERTIFIED FINANCIAL PLANNER®, which is awarded by the Financial Planning Institute of Southern Africa (FPI). This is the highest designation for financial planners in South Africa, and it is also internationally recognised. On completion of this programme, you can apply to write the FPI’s Professional Competency Examination.

The programme is presented at NQF level 8, with 120 credits worth of modules. The earn-while-you-learn programme can be completed in one or two years. The language of tuition is English.

What can you do with this qualification?

You need this programme to write the FPI Professional Competency Examination in order to become a CERTIFIED FINANCIAL PLANNER®. The CFP® designation is internationally recognised as the benchmark for professional advice.

Important dates

Classes 2 evenings a week: 16 Jan – 4 Dec 2024

Application deadlines: 31 Oct for SA students; 31 Oct for ARPL candidates

Selection process: First week of November. You will know by mid-November whether you have been accepted for the programme.

Admission requirements

Regular applicants: Relevant bachelor’s degree
ARPL candidates: Advanced Certificate in Financial Planning plus 5 years’ work experience