Postgraduate Diploma Finance

Financial Planning

Postgraduate Diploma in Financial Planning

Postgraduate Diploma in
Financial Planning

Applications close 30 November

From 2020, PGDip Financial Planning will be live-streamed, enabling you to attend lectures from anywhere in the world.

  • Blended Learning
Course Overview
Course starts January 2020
Application closes Applications open in June

The Post Graduate Diploma in Financial Planning can be completed in one year. The programme content is covered in four modules. The modules are presented consecutively. From 2020, PGDip Financial Planning will be live-streamed, enabling you to attend lectures from anywhere in the world.

Application closes

South African students: 30 November 2019
ARPL candidates: Applications closed

Note: Students are accepted on a rolling-basis. You will be notified of the success of your application within 10 working days.

Orientation
13 January 2020
1 Year Programme
14 January – 3 December 2020
PROGRAMME HEAD
Dr Lee-Ann Steenkamp

Dr Lee-Ann Steenkamp is a senior lecturer who specialises in taxation, financial planning and climate change, as well as a Master Tax Practitioner (SA) and a member of the South African Institute of Tax Professionals (SAIT). She holds a PhD in Law from the University of Cape Town.

  • Fees
  • Structure & Content
  • Learning Philosophy
  • Admission Requirements

  • These are the 2020 provisional tuition fees.
Programme tuition fees for 2020 Total Provisional Quotes
Students from South Africa R52 885 Request Quote
Students from Southern African Development Community
(SADC) countries
R57 155 Request Quote
Students from the rest of Africa (non-SADC) R61 925 Request Quote
Students from the rest of the world R114 205 Request Quote
Deposit payable on acceptance of admission for 2020
Students from South Africa R11 000
Students from Southern African Development Community
(SADC) countries
R28 578
International students from the rest of Africa
(non-SADC countries)
R30 963
International students from the rest of the world R57 103
Application fee for 2020
Application fee (non-refundable; applicable to all students) R 800

 

Overview

This 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. 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.

Core Modules

This course is made up of four core modules:

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

USB’s high success rate can be attributed to two factors: We use highly qualified and experienced lecturers (both from academia and practice) and we attract the best students. From 2020, USB offers even greater flexibility to students. All the sessions will be live-streamed. This means you can attend the lectures from anywhere in the country – indeed, from anywhere in the world! As long as you have an internet-linked device, you can participate in the lectures.

This programme is presented in a Blended Learning format, allowing you to study while you work. Classes are presented at the USB campus twice a week, on Tuesday and Thursday evenings, from 18:15 to 21:15. Online sessions are available via the ‘glocal’ classroom where students are able to attend class via an internet-linked device in real time from anywhere in the world.

  • Regular applicants:  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 from an FPI-accredited education provider, with at least 5 years’ work experience
  • International students require a SAQA evaluation certificate to evaluate your degree according to South African standards. In this regard please contact SAQA at saqainfo@saqa.org.za

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:

  • Have at least an Advanced Certificate in Financial Planning at NQF 6.
  • Have at least 5 years of 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 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.
  • Next, USB’s Admissions Committee (head of the programme and another academic) will conduct an in-depth interview with the candidate.
  • 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.
  • 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.
  • Note that ARPL candidates need to apply early each year to allow sufficient time for the assessment process.

Class Profile 2018

Under 25 years
25-30 years
31-36 years
37 years and older
Asian
Black African
Coloured
Indian
White
Arts & Humanities
Commerce
Information Technology
Law
Natural & Physical Science
Other

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.

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.’

FAQ’s

Yes. Please consult the program brochure for our Recognised 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, which you have to write in the university’s exam venues in Sandton or Cape Town.

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 (13 January 2020), 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. So 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.

Do not fall behind – we cover a large volume of work in a relatively short space of time. Use week-ends 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 B.Comm 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 USB Library. 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.

Yes. Please consult the program brochure for our Recognised Prior Learning (RPL) criteria. You must have an Advanced Certificate in Financial Planning at NQF level 6 from an FPI-accredited education provider, with at least 5 years’ work experience.

For RPL (see Q7) candidates: Yes. For other candidates, no. But we do find that those with some work experience in financial planning perform better.

USB 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). USB 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 question, please visit our website or e-mail us.

Once you are registered as a student at USB, you automatically have access to our Alumni and Careers Services. Our graduates are also in high demand with leading financial services companies, who recruit from us. We regularly post job abs on our electronic platform.


Project Management

Postgraduate Diploma in Project Management

Postgraduate Diploma in
Project Management​

Applications close 10 January 2020

  • Modular
Course Overview
Course starts March 2020
Application closes Applications open in June

This internationally accredited Postgraduate Diploma in Project Management focuses on the business management of projects as projects have become more management oriented, requiring new skills from project managers. This will allow you to confidently manage projects in a competitive business environment and to create an environment for business success.

Application closes

South African students: 10 January 2020
ARPL applicants: Applications closed
Students from SADC countries: Applications closed
Other international students: Applications closed

Year 1
3 blocks
Block 1
9 – 13 March 2020
Block 2
20 – 24 July 2020
Block 3
5 – 9 October 2020
Year 2
Details for the second year will be made available later.
PROGRAMME HEAD
Mr MC Botha

Mr MC Botha has been head of this programme at the University of Stellenbosch Business School since 2003. His research interest is the interface between business and project teams in the value chain of capital projects, shared services as organisational architecture in a project environment, and the organisational dimensions sustaining project management.

  • Fees
  • Structure & Content
  • Learning Philosophy
  • Admission Requirements

  • These are the 2020 provisional tuition fees.
Programme tution fees for 2020 2020 (1st year) 2021 (2nd year) Total Provisional Quotes
Students from South Africa R65 400 R65 400 R130 800 Request Quote
Students from Southern African
Development Community (SADC) countries
R69 670 R69 670 R139 340 Request Quote
International students from the
rest of Africa (non-SADC)
R74 440 R74 440 R148 880 Request Quote
International students from
the rest of the world
R126 720 R126 720 R253 440 Request Quote
Deposit payable on acceptance of admission for 2020
Students from South Africa R12 600
Students from SADC countries R34 835
International students
from the rest of Africa (non-SADC)
R37 220
International students
from the rest of the world
R63 360
Application fee for 2020
Application fee (non-refundable; applicable
to all students)
R 800

Overview

This programme focuses on strategic project management and upper management skills to produce professional project managers. The modules include risk, procurement, communication and cost management, as well as project leadership.

Core Modules

The eight core modules are compulsory:

  • Fundamentals of Management
  • Managing Projects
  • Project Risk Management
  • Project Procurement Management
  • Project Scheduling
  • Project Communication Management
  • Project Cost Management
  • Project Leadership and EQ

The programme content is covered from a multidisciplinary and interdisciplinary perspective that will help you to understand and manage the complex, multi-dimensional challenges faced by top-level project managers. The programme requires high-level engagement with theoretical frameworks and international literature, and reflection on national and international project management practices.

You are required to research and analyse the areas covered in the programme, and to formulate recommendations that indicate critical intellectual engagement and independent thinking. The programme will widen access to advanced learning in business, commerce, management and project management for students who do not have formal qualifications above Bachelor’s degrees. Passed at a certain level, it can provide access to an MBA. It will also enable graduates to gain Continuing Professional Development points to satisfy the requirements of the Engineering Council of South Africa (ECSA).

To apply for the PGDip in Project Management you must meet the following requirements:

  • A relevant Bachelor’s or Honours degree
  • A minimum of two years of experience in a project management position in an organisation
  • Communication and management skills equal to NQF Level 4
  • ARPL candidates must have at least 10 years of work experience in project management and a portfolio of proven comparable competencies
  • International students require a SAQA evaluation certificate to evaluate your degree according to South African standards. In this regard please contact SAQA at saqainfo@saqa.org.za

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 a Postgraduate Diploma at USB, candidates should be in possession of a relevant degree or National Diploma at NQF level 7.

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:

  • Have at least an NQF 4 qualification.
  • Have at least TEN 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.
  • Submit a comprehensive CV, indicating detailed areas of responsibility as well as information of activities outside the work environment.
  • 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.
  • Next, USB’s Admissions Committee (head of the programme and another academic) will conduct an in-depth interview with the candidate.
  • 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.
  • 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.

Class Profile 2018

25-30 years
31-36 years
37 years and older
Black African
Coloured
Indian
White
Agriculture & Forestry
Other
Engineering
Information Technology
Arts & Humanities
Commerce
Law
Natural & Physical Science
Health Sciences
Less than 2 years
2 years
3-6 years
7-11 years
More than 12 years

Enrollment is recommended for employed managers on middle, senior or executive management level working in any type of private or public enterprise, and managers who have the potential to be promoted to higher management positions.

Those who need an NQF level 8 qualification to apply for an MBA can also apply for this course.

  • The ability to manage projects with confidence in a competitive business environment
  • The ability to stay in demand because you have acquired a scarce skill
  • The potential to take on managerial positions in any industry
  • The know-how to contribute to the empowerment of the workforce
  • Access to an MBA

Testimonials from our alumni

Zepho Malunga, PGDip in Project Management, Senior Cost Engineer, PetroSA,

‘I find this programme practical but also relevant for today’s dynamic world. I was particularly impressed with the emotional intelligence and conflict management modules. It is pivotal to emphasise people skills as a critical requirement in the selection of project champions.’

Jacques Sowden, PGDip in Project Management, Contract Manager, Group Five Building (Coastal),

‘This programme allows me to further my professional development as a leader while meeting excellent professors and business leaders in an international setting combined with a great class atmosphere.’

Lorna Ntwalana, PGDip in Project Management, Applications Specialist, PetroSA,

‘The tools and techniques acquired through this programme have helped me to deliver successful projects at work and in social environments. Because the programme also focuses on leadership development and emotional intelligence, I’ve learnt how to effectively deal with the realities of working with people.’

FAQ’s

This is a modular programme and is delivered in 6 study blocks of 1 week each over a period of two years.

This programme is aligned at NQF level 8 and comprises of 120 credits.

The programme is conducted over a two year period.


post graduate diploma in development finance

Postgraduate Diploma in Development Finance

Postgraduate Diploma in Development Finance​

Applications close 15 November

  • Modular
Course Overview
Course starts February 2020
Application closes November 2019

The PGDip in Development Finance is a modular programme that takes place over one year – in two blocks of two weeks each. It focuses on the growth of skills that will assist you in any development finance space. In particular, you will learn about interventions aimed at developing South Africa and other African countries.

Application closes

South African: 15 November  2019
ARPL: Applications closed
Students from SADC countries: Applications closed
Students from rest of world: Applications closed

YEAR 1
2 blocks
Block 01
17 February - 29 February 2020
Block 02
13 - 25 July 2020
PROGRAMME HEAD
Professor Michael Graham

Professor Michael Graham received his PhD from the University of Vaasa, Finland, and was an Associate Professor of Finance at Stockholm Business School in Sweden before being appointed as Professor in Finance at USB. His research interests are in corporate finance, corporate governance and financial markets.

  • Fees
  • Structure & Content
  • Learning Philosophy
  • Admission Requirements

  • These are the 2020 provisional tuition fees.
Programme fees for 2020 Total Provisional Quote
Students from South Africa R111 740 Request Quote
Students from the Southern African Development Community
(SADC) countries
R116 010 Request Quote
Students from the rest of Africa (non-SADC) R120 780 Request Quote
Students from the rest of the world R173 060 Request Quote
Deposit payable on acceptance of admission for 2020
Students from South Africa R12 600
Students from the Southern African Development Community
(SADC) countries
R58 005
Students from the rest of Africa (non-SADC) R60 390
Students from the rest of the world R86 530
Application fee for 2020
Application fee (non-refundable; applicable to all students) R800

 

Overview

If you are a junior or mid-level manager who is interested in a career in development finance, this is the programme you should consider. Students who apply for this programme come from a variety of industries such as banking, financial services, NGOs or public institutions.

Core Modules

The six core modules are compulsory:

  • Financing for Development
  • Research Orientation
  • Small-Scale Enterprise Development and Finance
  • Financial Analysis and Project Appraisal
  • Risk Management in Development Finance Institutions
  • Financing Public Project

Electives

Students have to select two electives from the following options:

  • Leadership in Development Finance
  • Social Entrepreneurship
  • Agricultural Finance
  • Housing Policy and Finance

This programme provides skills to managers in the development finance environment to enable them implement and manage the design and financing of interventions that will help to grow South Africa as well as the greater Africa. The programme therefore equips lower level to mid-level managers with the know-how to:

  • Provide financial and operational input in terms of development finance issues
  • Identify development projects or policies
  • Contribute to the design and implementation of structured policies and interventions to finance development needs, especially in Africa.

The value of this programme also lies in the integration of theory and practice, and in global business knowledge with African contextualisation. Students are provided with comprehensive support throughout the programme.

To apply for the PGDip in Development Finance you must meet the following requirements:

  • A Bachelor’s degree in Economics, Finance, Accounting, Commerce or Management OR
  • Any other 3-year Bachelor’s degree with at least 2 years of relevant experience OR
  • Recognition of prior learning
  • International students require a SAQA evaluation certificate to evaluate your degree according to South African standards. In this regard please contact SAQA at saqainfo@saqa.org.za

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 a Postgraduate Diploma at USB, candidates should be in possession of a relevant degree or National Diploma at NQF level 7.

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:

  • Have at least an NQF 4 qualification.
  • Have at least TEN 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.
  • Submit a comprehensive CV, indicating detailed areas of responsibility as well as information of activities outside the work environment.
  • 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.
  • Next, USB’s Admissions Committee (head of the programme and another academic) will conduct an in-depth interview with the candidate.
  • 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.
  • 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.

Please note that ARPL candidates need to apply by 30 September each year to allow sufficient time for the assessment process.

Class Profile 2018

Less than 2 years
3-6 years
7-11 years
Unknown
Under 25 years
25-30 years
31-36 years
37 years & older
Black african
White
Coloured
Indian
Unknown
Commerce
Engineering
Agriculture & Forestry
Arts & Humanities
Natural & Physical Science
Health Sciences

If you are a junior or mid-level manager who is interested in a career in development finance, the financial services industry or public institutions, this is the programme you should consider.

  • You will be able to become a development finance practitioner and develop Africa where it matters.
  • You will be able to implement the design and financing of growth initiatives ranging from roads and energy plants to houses and hospitals.
  • You will gain an understanding of the structure of African economies and how financial markets contribute to development.
  • You will acquire the skills to make a meaningful contribution to policy formulation and implementation in this field.
  • You will be able to work in financial institutions such as banks and development finance corporations, and in policy-making institutions, governments, public and private corporations, and also global organisations.

Testimonials from our alumni

Mphumleli Dyushu, PGDip in Development Finance, Director: Planning and Reporting, Department of Rural Development and Agrarian Reform,

‘This programme opened my eyes to our role as Africans in achieving development and access to finance and wealth creation for our generation and generations to come. Diverse experiences and expertise in class made learning more interesting and it created a lifelong network for me. This PGDip has changed my life. I now live with a vision for development.’

Chris Peters, PGDip in Development Finance, Post Investment Manager, Small Enterprise Finance Agency, East London,

‘USB’s PGDip in Development Finance has made me realise the huge gap that African countries have with regard to financial stability and development. We as Africans need to identify innovative ways to finance and grow development. USB’s PGDip in Development Finance helps us with this.’

Ritsep Mataboge, PGDip in Development Finance, Manager, Commercial Banking Rest of Africa, Standard Bank, Johannesburg ,

‘As a young South African woman, I have a role in the development of this continent that I call home. This programme has allowed me to fulfil this role.’

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FAQ’s

Not necessarily. You need a relevant Bachelor’s degree with 2+ years working experience in order to be considered.

Yes. For South African students, 75% of the annual fees are payable by the end of May and the balance of 25% by the end of September. (Foreign students, however, need to pay the full programme fee prior to or upon registration.)

The Main Campus in Stellenbosch will be in a position to provide you with more information:

http://www0.sun.ac.za/pgstudies/postgraduate-funding-and-support.html

The closing dates for each programme appear on the web page for that programme. In general, the closing dates for foreign applicants from non-SADC African countries and rest of world close approximately three months prior to the closing date for applicants from South Africa and (visa-exempt) SADC countries.

Obtaining a study permit (study visa) from the South African authorities takes up to 12 weeks from the date of being offered a place on a programme at USB – hence the early application deadline for foreign students.

ARPL candidates (all programmes) need to apply by 30 October each year. Late applications after the closing dates will only be considered in exceptional circumstances.

Yes, there is a comfortable lodge on the campus (Bellvista Lodge – www.usb.ac.za/bellvista), which is ideal for short-term accommodation. However, this will probably be too expensive for longer stays. Once you have been admitted on the MBA and your deposit has been paid, your course administrator will give you guidance on finding other accommodation options, such as a room or flat.