Dilshaad wanted to step up her career with in-depth
knowledge of financial services.
WHERE WILL YOUR FINANCIAL PLANNING
JOURNEY TAKE YOU?

“What set aside USB for me was the interactive classes presented by brilliant lecturers who went over and above to assist you to get through the programme.”
– Dilshaad Samsodien, PGDip in Financial Planning alumnus

WHY FINANCIAL PLANNING AT USB?

You’re passionate about providing clients with sound financial guidance. Now it’s time to maximise your expertise through USB’s Postgraduate Diploma in Financial Planning. Through our programme, you will earn the trust and respect of your clients as well as gain the experience that will take your career to the next level.

USB helps you gain an extra edge as an established financial planning expert. This is because our business school is an *FPI-accredited education provider. This means our PGDip gives you the groundwork to write the FPI’s Professional Competency Examination towards becoming an internationally recog-nised CERTIFIED FINANCIAL PLANNER® – the highest designation for financial planners in South Africa. The programme is presented in the convenient Blended Learning format, which means you are able to attend class online from anywhere in the world.

*Financial Planning Institute of Southern Africa

WHAT STANDS OUT?

WHAT WILL YOU GAIN?

  • Increased trust from all 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 as an established financial planning
    expert
  • Contact with high-end prospective employers

WHO SHOULD APPLY?

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.

FORMAT

You have the option to complete the modules in one or two years. Manage your work load by choosing how many modules you want to do in a year based on your circumstances. Attend one on-campus block during orientation, and thereafter attend 2 classes per week, either online or on campus if possible.