Postgraduate Diploma in Financial Planning

The Postgraduate Diploma in Financial Planning is a sought-after qualification accredited by the Financial Planning Institute (FPI). The programme offers important advantages for the prospective student that may be summarised as follows:

• Students are guided through the course by attending lectures once a week offered by well-qualified professionals.
• The course is spread over a two-year period which makes it easier for people who work full-time to obtain the qualification. However, selected students also have the option to complete the course in one year.
• Successful students obtain 120 credits for FAIS purposes.
• Successful students obtain a post-graduate diploma from a university with an enviable reputation.
• Successful students only have to write the FPI Case Study examination to reach the academic requirements for obtaining the CFP qualification, in addition to the Stellenbosch qualification.

The purpose of the CFP qualification is to

• Provide graduate students with the core knowledge and skills about financial planning as it has become clear that there is a need for a bridging course in financial planning to assist in the preparation for the final CFP (Certificate in Financial Planning) examination.
• Develop students’ appreciation for economic principles underlying business processes and practices with special focus on financial planning.
• Provide students with a foundation for the study and the interpretation of business processes and practices related to financial planning.
• To assist students in preparing in a disciplined way well before the CFP examinations are due. Legislation will result in a more professional group of investment advisers in the years to come and the CFP qualification will become even more important and popular than it is at the moment.

The purpose of the Department’s postgraduate diploma programme is to broaden the knowledge gained at undergraduate level, and to give a practical application of such knowledge. It will play a major role in preparing students for the CFP (Certificate in Financial Planning) examination.

For more information and the application process please go to: Postgraduate Diploma