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​Postgraduate Diplom​a in Financial Planning​


Establish yourself as an expert financial planner

USB’s Postgraduate Diploma in Financial Planning focuses on establishing your credentials as an expert financial planner. This qualification addresses the educational requirements for the designation of CERTIFIED FINANCIAL PLANNER®, which is awarded by the Financial Planning Institute of Southern Africa (FPI). This is the highest designation for financial planners in South Africa, and it is also internationally recognised. On completion of this programme, you can apply to write the FPI’s Professional Competency Examination.
The programme is presented at NQF level 8, with 120 credits worth of modules. The earn-while-you-learn programme can be completed in one or two years. The language of tuition is English.

Applications for 2019 will open during June this year. If you want us to keep you posted on the dates, fees and other details as these become available, simply download the comprehensive brochure. This will enable us to contact you via your e-mail address.

​​What can you do with this qualification?​

You need this programme to write the FPI Professional Competency Examination in order to become a CERTIFIED FINANCIAL PLANNER®.  The CFP® designation is internationally recognised as the benchmark for professional advice.​​


​​Study while you work

Classes are presented at the USB campus in the Tyger Valley business district in northern Cape Town on Tuesday and Thursday evenings, from 18:15 to 21:15.​


Import​ant dates

Classes 2 evenings a week:
16 Jan – 4 Dec 2018 ​
Application deadlines: Applications have closed.  This programme is now fully subscribed​.
Selection process: First week of November. You will know by mid-November​ ​whether you have been accepted for the programme.

​​Admission requirements

  • Regular applicants: Relevant bachelor’s degree
  • ARPL candidates: Advanced Certificate in Financial Planning plus 5 years’ work experience 

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Download brochure​