Financial Planning

Establish yourself as an expert financial planner.

The advantages of studying Financial Planning

Financial Planning will help you gain:

The trust of your clients

The groundwork to write the Professional Competency Examination of the FPI and to obtain professional accreditation as a CERTIFIED FINANCIAL PLANNER®

An upward-moving career path by establishing yourself as a financial planning expert

Other advantages of Financial Planning:

It has excellent pass rates

It is provided by USB as an FPI-accredited education provider

You can study while you work, completing the programme in 2 years or less

Postgraduate Diploma

Alumnus Tamsyn Gradwell says she enrolled for the PGD in Financial Planning because she wanted to gain credibility in the industry and also solidify her knowledge. Learn more about her and what her USB journey meant to her.

Read her full story here

Those who want to do the preparation to obtain CERTIFIED FINANCIAL PLANNER® professional accreditation. It is therefore aimed at professionals already employed in the financial services industry but who would like to further their career paths.

  • Obtain CFP® professional accreditation: USB’s Postgraduate Diploma in Financial Planning will enable you to write the Professional Competency Examination of the FPI so that you can obtain professional accreditation as a CERTIFIED FINANCIAL PLANNER® (CFP®). This designation will communicate your expertise and credibility internationally.
  • Earn the trust of your clients: The CFP® professional accreditation, which builds on this Postgraduate Diploma in Financial Planning, allows you to provide financial advice that complies with an increasing number of regulations in an environment in which clients are receiving increasing legal protection and are also becoming more aware of their rights.
  • Invest in your career by establishing yourself as an expert: This postgraduate programme is an investment in your career path as it allows you to establish yourself as an expert in the financial services industry – locally and internationally.

DISCOVER OUR COURSES

Programme in Financial Planning

USB offers a Postgraduate Diploma in Financial Planning which will help you to establish your credentials as a financial planning expert – locally and internationally.

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PGD Financial Planning

Financial Planning

This Postgraduate Diploma in Financial P...