Postgraduate Diploma 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.

Study while you work
Classes are presented at the USB campus in the Tyger Valley business district in northern Cape Town on Tuesday and Thursday evenings, from 18:15 to 21:15.

Admission requirements

  • Regular applicants: Relevant bachelor’s degree
  • ARPL candidates: Advanced Certificate in Financial Planning plus 5 years’ work experience
For further information, visit: USB
Course Details

Apply By:
30 November 2018
Start Date:
15 January 2019
These are provisional/guideline dates. Please confirm with USB directly.
Bellville, South Africa

Training Provider

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