Financial planning is the profession that identifies the needs and goals of clients and builds a holistic, lifelong plan to address those needs and achieve their financial goals. Financial planning deals with all aspects of ensuring that financial matters are well managed on a month-to-month basis, helping clients maintain sufficient cash flow to meet their financial obligations. It also focuses on long-term planning to ensure that clients have sufficient funds for retirement and have undertaken appropriate estate planning, thereby supporting the financial security of clients and their loved ones. Financial planning also considers the way businesses are structured and supports the continuity of business interests within a corporate structure.

The School of Financial Planning Law (SFPL) in the Faculty of Law at the University of the Free State prides itself on excellence and integrity in providing holistic financial planning education since 2001. The School’s accredited academic programmes educate financial planners both theoretically and practically to meet the unique needs of individual clients. Approximately 1 000 students register annually for the School’s programmes, all within the fields of financial planning and financial planning law.

The two elements that the School values above all are high academic standards and student satisfaction. The balance between these two elements lies at the heart of our mission and is pursued through each of the School’s endeavours.