Why Financial Planning at our business school?

Our 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.

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.