Postgraduate Diploma Financial Planning

Become a responsible financial planner
who can positively impact the future means of your clients

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  • FEES & TIMETABLES
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  • Learning Philosophy
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Course Overview
Blended
Course starts January 2023
Fees R 56 944 (2022)
Applications Open – enrol now

Our PGDip Financial Planning is a sought-after qualification that culminates in the internationally recognised CERTIFIED FINANCIAL PLANNER® (CFP®) professional designation – the global benchmark for professional financial advice. Doing this PGDip at Stellenbosch Business School – an FPI-accredited education provider – comes with advantages like high-level engagement with students and excellent online resources. The PGDip is presented at NQF Level 8, the same level as an Honours degree. This means it can give you access to an MBA.

A transformative learning experience awaits you – particularly if you see your future self as a qualified and trusted financial expert.

  • Duration: 1 year
  • Blended learning format: The blended learning format enables you to attend class on campus or remotely via an internet-linked laptop. This means you will be able to immerse yourself in a premium learning experience from wherever you are in the world. Find more information about Blended Learning’s combination of technology with a strong human touch here.
  • How to apply: Click here to see the 7 steps of the application process.
  • Deadlines for applications: 3 December for South African applicants; 31 October for RPL applicants

 

The fees below are for 2022. The fees for 2023 will be posted once these become available.

Programme tuition fees for 2022 Total Provisional Quote
Students from South Africa R56 944 Download
Students from the Southern African Development Community (SADC) countries R61 609 Download
Students from the rest of Africa (non-SADC) R66 824 Download
Students from the rest of the world R96 849 Download
Deposit payable on acceptance of admission for 2022
Students from South Africa R8 542
Students from the Southern African Development Community (SADC) countries R30 804
Students from the rest of Africa (non-SADC) R33 412
Students from the rest of the world R48 424
Application fee for 2022
Application fee R 850
  • Important:
    • Payment of full programme fees for South African students: Students on the 1-year PGDip can pay the full programme fees upon registration, or they can pay 75% of the annual fees by the end of May and the balance of 25% by the end of September. Students on the 2-year PGDip can spread their payment over 2 years.
    • Payment of full programme fees for international students: International admitted students on the 1-year PGDip pay 50% of the annual fee as deposit. The remainder is due 2 weeks before commencement of the programme.
    • Deposit: All students pay a deposit on acceptance of admission. South African students must pay a set deposit on admittance. International admitted students pay 50% of the annual fee as deposit. The deposit payable is non-refundable.
    • Application fee: The application fee must accompany the application. The application fee is non-refundable.
    • Additional fees for international students: International students pay an International Registration Fee (IRF) per academic year. Students from countries other than those in the Southern African Development Community also pay an International Tuition Fee (ITF) (i.e. students from SADC countries are exempt from the ITF).
    • SHL selection test fees: See Admission requirements for details about this selection test.
    • Study materials: Study fees include tuition, assessment and e-textbooks.
    • Travel and accommodation: Students are responsible for their own travel and accommodation arrangements and costs.
    • Fee changes: Stellenbosch Business School reserves the right to change the fees at any time.

     

    FINANCING

    Capitec’s credit for education solution

    Capitec offers credit for education at a discounted rate from 7% which allows prospective students, or their parents or guardians, to apply for a loan of up to R250 000 and pay it back over 84 months. To apply, the applicant must be permanently employed, 18 years or older, and have a valid South African ID document. A provisional quote or admission letter from Stellenbosch Business School is needed to process the credit application. You can only apply for Capitec’s credit solution through the Business School’s website. Go to the academic programme in which you are interested (see the FEES tab) and apply via the link supplied. Or go to https://www.usb.ac.za/academic-programmes/capitec-credit-for-education/.

    Initiation, service fees and T&Cs apply. Capitec Bank is an authorised financial services provider (FSP 46669) and registered credit provider (NCRCP13).

     

    TIMETABLES

    The timetables below are for 2022. The timetables for 2023 will be posted once the dates become available.

    Orientation: 19 January 2022

    Classes: 20 January – 1 December (Tuesday and Thursday evenings from 18:15 – 20:15)

Overview

This one-year programme consists of one on-campus orientation day followed by two real-time online or on-campus sessions per week. The weekly sessions are presented on Tuesday and Thursday evenings, from 18:15 to 20:15. This is supported by additional pre-recorded content.

The blended learning format allows you to join the class in real time in one of two ways: via any internet-linked laptop, or on campus. The online classes are delivered synchronously with the on-campus classes. This means you can study while you work. It also means that you attend classes from anywhere in the world. Find more information about Blended Learning’s combination of technology with a strong human touch here.

 

Core modules

This course is made up of four core modules:

  • Financial Planning Environment
  • Corporate Financial Planning
  • Personal Financial Planning
  • Case Study

Core modules

This course is made up of four core modules:

  • Financial Planning Environment
  • Corporate Financial Planning
  • Personal Financial Planning
  • Case Study

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.

Once you have obtained this Postgraduate Diploma in Financial Planning, you become eligible to write the Professional Competency Examination (PCE) of the FPI and to obtain professional accreditation as a CERTIFIED FINANCIAL PLANNER® (CFP®) professional. This designation will communicate your expertise and credibility not only in South Africa but also internationally as the CFP® designation is internationally recognised as the benchmark for professional advice.

The CFP® professional accreditation, which therefore builds on this PGDip Financial Planning, allows you to provide financial advice that complies with a growing number of regulations in an environment in which clients are receiving increasing legal protection and are also becoming more aware of their rights. Therefore, as a CERTIFIED FINANCIAL PLANNER® professional – or CFP® for short – you offer your clients peace of mind underpinned by an acknowledged qualification. For your clients this translates into high-quality financial advice from an advisor with the necessary qualifications, professional status and membership of a recognised professional body.

 

Who should enrol?

The Postgraduate Diploma 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.

What you need to apply

  • Regular applicants: A relevant Bachelor’s degree (e.g. BCom, LLB or BBusSc) at NQF level 6 (old) or 7 (new) or equivalent
  • RPL candidates: An Advanced Certificate in Financial Planning at NQF level 6 from an FPI-accredited education provider, with at least five years’ work experience (please refer to Stellenbosch Business School’s RPL policy for this option). Applicants are requested to submit details of employment for the previous five years.

 

Important:

  • Recognition of Prior Learning: The Business School provides wider access to its programmes through its RPL process. This means that, even if you do not have the required qualifications, you can still apply based on the management experience you have gained. You still need to submit all the documentation and tests as required for all prospective students, plus additional requirements. See Recognition of prior learning lower down in this section.
  • International students: International students require a South African Qualifications Authority (SAQA) evaluation certificate to evaluate their degrees according to South African standards. The Business School’s International Affairs Office will first handle the credential evaluations of international students free of charge. Students need to complete the online application and upload all certificates with their application. The International Affairs Office will, as part of the application process, conduct an in-house credential evaluation after you have submitted your application. However, should the International Affairs Office be uncertain about the status, recognition or accreditation of your qualification, we reserve the right to refer you to SAQA before we consider your application further.
  • Vetting process: All degrees undergo a formal vetting process to eliminate fraudulent

 

Recognition of Prior Learning

Stellenbosch Business School provides wider access to its programmes through its Recognition of Prior Learning (RPL) process. In line with the requirements of the Council on Higher Education (CHE), the Business School may admit up to 10% of its student body per programme under RPL. In order to be admitted to a Postgraduate Diploma at the Business School, candidates should be in possession of a relevant degree or National Diploma at NQF level 7. In the case of the Postgraduate Diploma Financial Planning, additional RPL requirements must be met, as set out below.

Candidates who wish to be admitted under the RPL 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 need to adhere to the following:

 

  • Have at least an Advanced Certificate in Financial Planning at NQF level 6 from an FPI-accredited education provider.
  • Have at least five years of relevant working experience after obtaining a school leaving certificate.
  • Submit a comprehensive CV, indicating detailed areas of responsibility as well as information of activities outside the work environment.
  • Provide Stellenbosch Business School with at least two references (typically current or former line heads) who can testify about the candidate’s managerial or related professional The references will be asked to give a detailed personal reference of the candidate on forms that can be downloaded from the application form.

 

The RPL selection process entails the following:

  • The programme head and another academic will conduct an in-depth interview with the candidate and make a recommendation about admission.
  • The Business School’s Admissions Committee will consider the full application including the interview recommendation and the inputs received from the references for admission.
  • A notice of admission is sent via our Academic Planning Committee to the Board of the Faculty of Economic and Management Sciences for notification.

Important: RPL candidates need to apply by 31 October each year to allow sufficient time for the assessment process.

This PGDip will prepare you to become a CERTIFIED FINANCIAL PLANNER® – the global benchmark for professional financial advice.

PROGRAMME HEAD

Programme Ambassadors

Alumni who support prospective students in their new stage of life and share their personal experience about studying at Stellenbosch Business School.

APPLY NOW

Programme enquiries and application support

Henry Booysen: Client Liaison

 

Admissions

Joanne Sleigh

 

FAQs

Yes. Please consult the programme brochure for our Recognition of Prior Learning (RPL) criteria. You must have an Advanced Certificate in Financial Planning (NQF6) and relevant work experience. We don’t prescribe a minimum number of years of work – each case is considered on individual merit.

Yes, we offer blended learning, so you can do the programme from any internet-linked device. Each of the four modules has one examination. The examinations are done online in Excel. RPNow will be switched on for proctoring.

Essentially, you need a good support structure and the ‘buy-in’ of your employer. We share the whole year’s lecturing schedule and assessment dates on Orientation Day (January each year), so you can negotiate study leave with your employer well in advance.

The lectures are recorded and uploaded to our online platform within a couple of days. This means students can catch up over the weekend. Also, the lecturing notes are uploaded at least a day prior to each lecture, so you can prepare in advance. We recommend that students form smaller study groups and help each other stay up to date. We also have two class representatives whom you can contact for additional help. We also use various online resources and train you to optimally use fintech solutions.

Do not fall behind – we cover a large volume of work in a relatively short space of time. Use weekends to revise the previous week’s lectures. Work through all the tutorials and read the corresponding textbook chapter thoroughly. A selection of the previous year’s tests and exams are uploaded to our online platform. The lecturers conduct a special Review session prior to the first test of each module. Thereafter, the suggested solutions to the past papers are also uploaded. Practice, practice, practice.

Our student body comes from diverse backgrounds, both academically and professionally. Some have been in the financial services for many decades, others are fresh graduates. Although the majority of students have a BCom background, many are Law or BA graduates with the relevant work experience. Law students typically find the trust and estate planning sections easier (where court cases are discussed), but struggle with the investment planning section. We do provide a list of additional reading material, some of which are housed in the library on the campus. We also recommend students to do extra prep work and, in some cases, do the program over two years. Ultimately, though, we have excellent internal pass rates, so our students adapt very well.

For RPL candidates: Yes. For other candidates, no. But we do find that those with some work experience in financial planning perform better.

Stellenbosch Business School is an accredited education provider of the FPI. Our graduates are therefore automatically eligible to write the FPI exam. After the December graduation, you have to attend the FPI’s workshops in preparation for the FPI exam in February (or if you prefer, August). The Business School also offers an additional Saturday workshop exclusively for our own graduates at no extra charge. During the workshop, our experienced lecturers will take you through a past Case Study exam of the FPI.
Note: Our PGDip Financial Planning also allows you to apply for our MBA, should you wish to further your studies.
For any other questions, please visit our website or e-mail us.

Once you are registered as a student at Stellenbosch Business School, you automatically have access to our alumni and Career Leadership Office. Our graduates are also in high demand with leading financial services companies, who recruit from us. We regularly post job ads on our electronic platform.

Testimonials from our alumni

Dilshaad Samsodien, PGDip in Financial Planning 2018 (cum laude).

‘What set aside the USB for me was the fact that it wasn’t a distance learning programme. The programme is offered in biweekly classes that are interactive. It is presented by brilliant lecturers who went out of their way to assist you to get through the programme. Now my goal is to write the CFP® Professional Competency Examination (PCE) and then to apply to become a professional member of the Financial Planning Institute of Southern Africa (FPI).’

Tamsyn Gradwell, PGDip in Financial Planning 2017 (cum laude).

‘I’ve worked in the financial industry as a financial advisor for almost five years during which I learnt about USB’s PGDip in Financial Planning from colleagues and legal advisors who spoke of its merits and advantages. My motivation for enrolling was to gain credibility in the industry. In my work I am starting to identify more opportunities for financial advisors to engage with clients on a higher level. I am starting to ask clients the right questions. I am able to think like a professional after completing the PGDip in Financial Planning.’