This qualification enables you to specialise in one of two fields of Financial Planning.
Qualification to choose from
A: Postgraduate Diploma in Investment Planning:
This diploma is made up of the following module combinations:
LFPA5800: Asset Types and Investment Planning
and
LFPF5800: Principles of Portfolio Planning
B: Postgraduate Diploma in Estate Planning
LFPB5800: Estate Planning
And one of the following two options:
LFPR5800: Personal Financial Risk Management
Or
LFPA5800: Asset Types and Investment Planning
Admission Requirements
For admission to the Postgraduate Diploma in Estate Planning or Investment Planning, one (1) of the following is required:
(a) An applicable Bachelor’s Degree, or
Any BCom degree, Law degree, Actuary, Accounting, Investments, Business Management.
(b) An applicable Advanced Diploma, or
Advanced Diploma in Estate and Trust Administration.
(c) An applicable Postgraduate Diploma.
Postgraduate Diploma in Financial Planning, Business Management, Accounting.
It is recommended, not required, that students should have the postgraduate diploma in financial planning and three years' work experience.
Direct admission is not recommended.
Duration of studies
Minimum duration of the course is one year.
NQF Level
This diploma is an NQF Level 8. The SAQA code is 48867.
Important Dates
Application opens: 1 June 2019
Application closes: 15 January 2020
Closing date for Registration: 31 January 2020
Application and Information Guide 2019
Contact details
Application information :
E: sfpl_appl@ufs.ac.za
General enquiries
If your surname starts with the letter A - H:
Jaqueline Badenhorst
badenhorstje@ufs.ac.za / +27 51 401 2823
If your surname starts with the letter I – N:
Julia Molete
moletemj@ufs.ac.za / +27 51 401 2823
If your surname starts with the letter O – Z:
Joyce Leeuw
leeuwj@ufs.ac.za / +27 51 401 2823