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Minimum admission requirements

Into the Postgraduate Diploma in Financial Planning are as follows:

  • Regular applicants: A relevant bachelor's degree at NQF level 6 (old) or 7 (new) or equivalent
  • ARPL candidates: An Advanced Certificate in Financial Planning at NQF level 6 with at least 5 years' work experience (please see USB’s ARPL policy for the PGD in Financial Planning below).

How the application process works
Before you start
  • You will be able to complete the form in steps without losing information.
  • The online application form consists of various sections. In order to process to the next section, all the information in the current section must be completed and accepted by the information management system.
  • The application process is the same for South African and foreign students.
  • It is best to use Google Chrome as web browser when completing your application.
The application process
Go to​ and complete the online Postgraduate Diploma in Financial Planning application form by completing each of the following sections:
Section 1: Personal details
Section 2: Address details
Section 3: Work and studies
Section 4: Marketing
Section 5: Documentation
Upload the following supporting documentation:
  • Completed and signed application form
  • Certified copies of all academic records and degree/diploma certificates
  • Proof of application fee payment
  • Detailed CV
  • A copy of your ID (or passport for non-South African students)
  • A marriage certificate (where the applicant’s new surname does not match that on the degree certificates)
Section 6: Payment of application fee
Application fee: Bank: Standard Bank; Type of account: cheque account; Account name: US Business School; Account number: 073003069; Branch name: Stellenbosch; Branch code: 050610; Beneficiary name: Stellenbosch University; SWIFT code: SBZAZAJJ. Proof of payment of your application fee and SHL fee should be e-mailed to the cashier at
Section 7: Status
What happens next?
Your application can only be assessed by the selection panel if it is accompanied by your completed online application form, all the supporting documents and proof of your application fee payment. The selection process will be conducted during the first weeks of November. Students will only be notified of the success of their application by mid-November. Please note that no correspondence will be entered into regarding students’ application before this date.

Assessment and Recognition of Prior Learning

USB provides wider access to its programmes through its Assessment and Recognition of Prior Learning (ARPL) process. In line with the requirements of the Council for Higher Education (CHE), USB may admit up to 10% of its student body under ARPL. In order to be admitted to USB's Postgraduate Diploma in Financial Planning, candidates should be in possession of an Advanced Certificate in Financial Planning at NQF 6 plus at least ten years of relevant work experience. Candidates who wish to be admitted under the ARPL policy will firstly have to submit all the documentation and tests as required for all prospective students. In addition, prospective students applying for a Postgraduate Diploma at USB have to adhere to the following:

  1. Have at least an Advanced Certificate in Financial Planning at NQF 6.
  2. Have at least 5 years of working experience after obtaining a school leaving certificate, of which at least FIVE years should have been in a management or related professional position.
  3. Submit a comprehensive CV, indicating detailed areas of responsibility as well as information of activities outside the work environment.
  4. Provide USB with at least two references (typically current or former line heads) who can testify about the candidate's managerial or related professional abilities. These references will be required to give a detailed personal reference about the candidate on forms provided by USB.
  5. Next, USB's Admissions Committee (head of the programme and another academic) will conduct an in-depth interview with the candidate.
  6. If the Committee is of the opinion that the candidate has the abilities to cope with the demands of the Postgraduate Diploma, he/she may be admitted.
  7. A recommendation of admission is sent via USB's Academic Planning Committee to the Board of the Faculty of Economic and Management Sciences for notification.
  8. Note that ARPL candidates need to apply by 30 October each year to allow sufficient time for the assessment process.