Financial Planning 2021

Financial Planning


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


In our uncertain and rapidly changing world, it is now more important than ever to stay the course, upskill and adapt. This USB programme is designed to help you turn challenges into opportunity – to reinvent yourself, rethink your business ventures and help rebuild the economy. Most importantly, this programme is your opportunity to keep learning.

Why Financial Planning at USB?

USB’s Postgraduate Diploma in Financial Planning is a sought-after qualification that culminates in the internationally recognised CERTIFIED FINANCIAL PLANNER® (CFP®) designation. This is the highest designation for financial planners in South Africa and it is also internationally recognised. Once you have passed this PGDip, you can apply to the Financial Planning Institute of Southern Africa (FPI) to write its Professional Competency Examination (the entrance exam to become a CFP®). Why the growing need for a professional qualification in this field? Consumers and clients have become more knowledgeable as a result of better access to information and a stronger awareness of their legal rights. That is why they are increasingly insisting on high-quality financial advice from advisors with the necessary qualifications, professional status and membership of a recognised professional body.

USB accreditation logos

What stands out?

Prepare for

This PGDip will give you access to an MBA, as well as entrance to writing the FPI’s Professional Competency Examination

Acquire a

Address the growing
need for professional
qualifications in this


Apply your skills
in any industry,
anywhere in the


1-year programme

Attend 1 on-campus
orientation day, and
2 weekly online or
on-campus sessions
per week

What will you gain?

Obtain CFP® professional Accreditation: This designation will communicate your expertise and credibility in South Africa as well as internationally.

Establish yourself as an expert: Become an elite professional in the financial services industry.

Earn the trust of your clients: The CFP® professional accreditation, which builds on this PGDip, will give your clients peace of mind underpinned by this qualification.

Study at an FPI-accredited education provider: The FPI has approved USB as an education provider based on its stringent compliance criteria.

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.

Programme structure

This one-year programme consists of one on-campus orientation day followed by two real-time online or on-campus sessions per week. This is supported by additional pre-recorded content.

Blended learning:

Attend class from

anywhere in the


The blended learning format allows you to join the class either via an internet-linked device, or on campus. Online classes are delivered synchronously with on-campus classes.

USB’s high-tech classrooms allow the lecturers to see, in real time, the faces of all the online students portrayed onto a screen or class room wall. This virtual environment enables you to actively participate in classroom discussions – whether you are logging in from an airport in Europe, a boardroom in Africa or your office at home.