LLM in Financial Planning Law

Why a Financial Planning Law master’s degree?

Demand for personal financial planners is growing, and the University of the Free State’s LLM in
Financial Planning Law prepares you to excel in the profession. Financial planning is a valued
profession that empowers people to make informed financial decisions for themselves and their
families. Financial planners recommend the courses of action and financial products that will be
most beneficial to their clients, who may be individuals or organisations. Financial planners
understand their clients’ life situations in depth and advise on topics such as risk management,
investment planning, estate planning and retirement planning.

The master’s in Financial Planning Law provides the high level of knowledge and skills required of the
modern financial planner to advance their career. This includes the practice and theory of personal
financial planning law topics topics such as estate planning, personal risk management, trust law
or law of succession. You will learn to apply practical concepts in the field of personal financial
planning. The LLM in Financial Planning Law will place you a notch above other planners and will
give you a higher level of quality knowledge to better serve clients.

For whom is the LLM in Financial Planning Law?

This degree is designed for both those who are starting out in the financial planning industry and
those who are well established in this broad and rapidly-growing field. As this degree is offered
on a master’s level, foundation knowledge and experience in the financial planning industry are
strongly recommended, as this degree offers an advanced level of knowledge and skills in personal
financial planning law. A Financial Planning Law module in the candidate’s undergraduate degree or
the postgraduate diploma in Financial Planning is therefore recommended as a basis for financial
planning law knowledge. As the master’s includes a research element, an adequate level of writing
skills and knowledge of the process of research is essential.

The structure of the degree

The programme is structured to comprise theoretical modules and a substantial research
component. The student has to pass three modules by obtaining a minimum of 50% in each. The two
compulsory modules are Estate Planning and Personal Risk Management, which are year modules.
Assessment in these modules may consist of quizzes and assignments along with a final examination
at the end of the year.

Students will have an option regarding the third main module. Recommended electives are Trust Law
or Law of Succession, which complement the compulsory modules. However, students have the option of any other module offered by the Faculty of Law (please see the faculty’s rulebook).

The LLM in Financial Planning Law offers a flexible study mode with contact sessions that are done
online via the online learning management system (Blackboard). Study material and assessments will
also be made available on Blackboard.

For the research component, students need to complete a legal research methodology module
(LNAV7910). This module comprises a week of compulsory classes at the beginning of the year
to assist the student in writing the research essay. The research essay (LFPL7900) must be
a maximum of 25 000 words and of a publishable standard.

A student has a maximum of two years to complete the degree.

Admission  requirements

•     Candidates must be in possession of an LLB degree or an equivalent four-year Law degree and
must have obtained an average of at least 60% in the undergraduate programme.

• If the candidate does not hold an LLB degree, but have the Postgraduate- AND Advanced
Postgraduate Diploma in Financial Planning from the University of the Free State with an average of
60% in both qualifications, the student can enrol in the Recognition of Prior Learning (RPL)
programme for one year (where the student will have to prove at least five years’ experience in the
financial planning industry, pass the 'Test for Academic Literacy for Postgraduate Students', and
pass an essay of ten to fifteen pages on a financial planning law topic). After successful
completing of the RPL programme, the student may apply for admission to the LLM in Financial
Planning Law. (Please see the RPL website (www.ufs.ac.za/rpl) for more details on the RPL process.)

Contact  Information

Adv Rika van Zyl

Dr Adri du Plessis
Programme Director of the LLM


Description: School of Financial Planning Law Keywords: Postgraduate


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

E: law@ufs.ac.za

Equitas Building
UFS Bloemfontein Campus

Law photo for next to contact block