This qualification enables you to obtain the highest academic and professional level of competency, to be recognised as such, and to become eligible for professional membership to the Financial Planning Institute of Southern Africa (FPI).  The FPI is the leading professional association in South Africa catering for the competency needs of financial service providers including financial planners.  The FPI competence certificates of CFP® professional / CERTIFIED FINANCIAL PLANNER® professional accreditation represents the pinnacle of competence as a professional financial planner.  The FPI, as the Southern African affiliate of the International Financial Planning Standards Board, is licensed to award the CERTIFIED FINANCIAL PLANNER® professional accreditation in South Africa.  The CFP® professional accreditation mark used in 24 countries around the world represents the global professional designation for the profession of financial planning.

Admission Requirements

For admission to the Postgraduate Diploma in Financial Planning, one of the following is required:
  • an applicable bachelor’s degree, or
  • an applicable advanced diploma, or
  • an applicable qualification at NQF Level 7 with a minimum of 120 credits will allow admission to the Diploma. 
  • that a student, with the consent of the Dean, at the recommendation of the Education Committee (appointed by the School of Financial Planning Law), in consultation with the Registrar, can also be admitted on the basis of a qualification they regard as equivalent or on condition that the student, in some other way, achieved a standard of competence which they regard as adequate for the purposes of the study. (This is known as Recognition of Prior Learning)
Duration of studies

Minimum duration of the course is 1 year, and maximum period is 3 years (calculated consecutively from the date of first registration).

NQF Level

The Postgraduate Diploma in Financial Planning is on an NQF level 8.

The SAQA code is 96722.  The programme information can be found on the old code 48866 on the SAQA website.

Academic Overview

The Postgraduate Diploma in Financial Planning (hereafter the Diploma) comprises of four modules.   A brief summary of the four modules are given hereunder. Should students require more information, please consult the 2019 Curriculum document that is available on the website. This Diploma is offered only in English. 

 

Content

Assignment

Examination

LFPE5800: Financial Planning Environment

 

Compliance

Legislation

Financial Management

Financial Calculations

Economics

Tax

5 online electronic quizzes to be completed on given dates.

Student must receive an average of 40% for the combined assignments in order to be granted access to the examination.

Closed Book.

LFPP5800: Personal Financial Planning

 

Investment Planning

Retirement Planning

Estate Planning

Risk management

 

 

5 online electronic quizzes to be completed on given dates.

Student must receive an average of 40% for the combined assignments in order to be granted access to the examination.

Open Book.

LFPC5800: Corporate Financial Planning

 

Employee Benefits

Business Insurance

Business Entities

Health Benefits

Financial Statements and Ratios

5 online electronic quizzes to be completed on given dates.

Student must receive an average of 40% for the combined assignments in order to be granted access to the examination.

Open Book.

LFPS5800: Financial Planning Case Study

Combination of all of the above in one holistic case study.

There are no assignments for this module and thus no subminimum is required for the examination.

Open Book.



Important dates

Applications open: 1 June 2018

Applications close: 15 January 2019

Closing date for Registration: 31 January 2019

Fees

Quotations


FACULTY CONTACT

Mrs Sophie Maasdorp
T: + 27 51 401 2451
F: + 27 51 401 3043

E: law@ufs.ac.za

Equitas Building
UFS Bloemfontein Campus

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