The South African public is always being encouraged to plan for the future in the form of investments. Different kinds of investments exist, and it is up to the individual to make the right decisions on the types of investments relevant to their purpose. The rationale of this qualification is to provide individuals with the necessary academic qualification and skills to become experts in the field of investment planning, who will be able to provide leadership and expert advice within a multitude of financial and legal contexts, e.g., providing advice to a Board of Trustees and employees, and to manage legislative issues surrounding the investment planning industry. This qualification will open doors to further study opportunities for individuals working in this specific environment, but who have not obtained an official degree qualification.

The Postgraduate Diploma in Investment Planning is on NQF Level 8. The SAQA ID is 93909.


The exit-level outcomes for the Postgraduate Diploma in Investment Planning state that the student will have to demonstrate the ability to:

  • Explain and apply relevant legislation and the principle of ethics in the investment planning industry;
  • To understand and apply all the legislative and industry-specific requirements to effectively draft all documentation relevant to the investment planning industry;
  • Demonstrate an advanced understanding of the theoretical framework, key concepts and core legal rules and principles of all areas of the investment planning industry; and
  • Apply theoretical legal knowledge and skills to practical administration processes.

Admission requirements

Admission to the Postgraduate Diploma in Investment Planning requires one of the following:

  1. An applicable bachelor's degree (any B.Com or law degree or a degree in actuarial sciences, accounting, investments, business management); or
  2. An applicable advanced diploma (including Advanced Diploma in Estate and Trust Administration), or
  3. An applicable postgraduate diploma (including Postgraduate Diploma in Financial Planning, Business Management, Accounting).

Direct admission to this qualification without a Postgraduate Diploma in Financial Planning and three years’ relevant work experience is not recommended.

Duration of studies

The minimum duration of the course is one year, though students do not have to register for both modules simultaneously; they have two years to complete the diploma.

Academic overview

The Postgraduate Diploma in Investment Planning comprises two modules. This diploma is offered only in English.


Module combinations

Investment Planning


Asset types and investment planning

In this module, the student must be able to identify financial markets and investment instruments relevant in the prevailing economic climates. Students must understand the workings of the stock market and be able to compare, identify and differentiate between the different investment instruments available.



Principles of portfolio planning and management

In this module, the student must be able to differentiate between the two main objectives that distinguish investment portfolios – income generation and capital growth. Students must be able to develop an investment strategy that will incorporate the investment objective with personal circumstances. Student must be able to identify investment solutions that will minimize risk and maximize return.

To view a short video that provides an overview of the programme, click here 

Important dates

Applications open: 1 June 2023

Applications close: 15 January 2024

Closing date for Registration: 15 February 2024

Application information 

Applications, admissions and registrations

General enquiries
If your surname starts with the letter A - H:   
Jaqueline Badenhorst | +27 51 401 2823

If your surname starts with the letter I – N:   
Julia Molete | +27 51 401 2823

If your surname starts with the letter O – Z:  
Joyce Leeuw | +27 51 401 2823


T: +27 51 401 2451
F: + 27 51 401 3043


Equitas Building
UFS Bloemfontein Campus

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