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 Programme Overview

USB’s Postgraduate Diploma in Financial Planning is a sought-after qualification which culminates in the internationally recognised CERTIFIED FINANCIAL PLANNER® (CFP®) designation. 

This qualification is presented at NQF Level 8, the same level as an Honours degree. It 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 USB’s Postgraduate Diploma in Financial Planning, students will be eligible to apply to the FPI to write its entrance exam, known as the Professional Competency Examination. With an excellent track record of consistently high pass rates in the FPI’s Professional Competency Examination, USB’s Postgraduate Diploma in Financial Planning has established itself as a leading programme in its field in South Africa.

This programme allows you to study while you work. You can choose to do the programme over one or two years. Classes are presented at the USB campus on Tuesday and Thursday evenings, from 18:15 to 21:15. It is therefore a residential based course and not a distance learning programme.

Program​​​me structure

The programme is presented at NQF level 8, with 120 credits worth of modules. The language of tuition is English, but students are welcome to complete assessments in either Afrikaans or English.

The programme consists of four compulsory modules. Modules 1, 2 and 3 have to be successfully completed in order to gain entrance to Module 4, the Case Study. Modules 1 and 3 are presented in the first semester of the academic calendar, and Modules 2 and 4 in the second semester. Students have the option to complete the modules in one or two years.

Who sho​​uld enroll?

The Postgraduate Diploma in Financial Planning is a specialised programme aimed at helping you obtain CERTIFIED FINANCIAL PLANNER® (CFP®) professional accreditation. It is therefore aimed at professionals already employed in the financial services industry but who would like to further their career paths. 

Admission requ​irements

  • 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 refer to USB’s ARPL policy for this option).


  • Faculty at USB: Besides its full-time and part-time academic staff, many of whom have distinguished themselves as organisational leaders, USB welcomes international academics and experts to lecture on its programmes. This gives students exposure to academic learning and real-world experience from across the globe. Find more details on USB’s academic staff at 
  • Lecturers on the Postgraduate Diploma in Financial Planning: The​ programme head is Ms Lee-Ann Steenkamp, Master Tax Practitioner (SA). Our lecturers are specialists in their respective fields, and our results outstanding.