This qualification enables you to specialise in one of two fields of Financial Planning.

Qualification to choose from:

A:  Postgraduate Diploma in Investment Planning:

This diploma is made of the following module combinations:

LFPA5800: Asset Types and Investment Planning


LFPF5800: Principles of Portfolio Planning

B:  Postgraduate Diploma in Estate Planning:

LFPB5800: Estate Planning

And one of the following two options:

LFPR5800: Personal Financial Risk Management 


LFPA5800: Asset Types and Investment Planning

Admission Requirements

For admission to the Postgraduate Diploma in Estate Planning or Investment Planning, one (1) of the following is required:

(a)     An applicable Bachelor’s Degree, or

          Any BCom degree, Law. degree, Actuary, Accounting, Investments, Business Management. 

(b)     An applicable Advanced Diploma, or

          Advanced Diploma in Estate and Trust Administration.

(c)     An applicable Postgraduate Diploma.

          Postgraduate Diploma in Financial Planning, Business Management, Accounting ...

It is recommended, not required, that students should have the postgraduate diploma in financial planning and three years work experience.

Direct admission is not recommended.

Duration of studies

Minimum duration of the course is one year.

NQF Level

This Diploma is on an NQF Level 8.
The SAQA code is 48867

Important Dates

Application opens: 1 June 2018
Application closes: 15 January 2019
Closing date for Registration: 31 January 2019


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


Equitas Building
UFS Bloemfontein Campus

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