Financial Planning Qualifications In South Africa – Our PGDip Financial Planning is a sought-after qualification culminating in the internationally recognized CERTIFIED FINANCIAL PLANNER® (CFP®) professional qualification – the global benchmark for professional financial advice. Doing this PGDip at Stellenbosch Business School – an FPI-accredited education provider – has benefits such as a high level of student engagement and excellent online resources. The PGDip is presented at NQF Level 8, the same level as an Honors degree. This means it can give you access to an MBA.
A transformative learning experience awaits, especially if you envision your future as a qualified and trusted financial professional.
Financial Planning Qualifications In South Africa
Capitec offers loans at a discounted rate, enabling prospective students to apply for a loan of up to R250 000. To apply, the applicant must be in full-time employment, be 18 years of age or older and have a valid South African ID. Loan application processing requires an initial quote or letter of admission from Stellenbosch Business School. You can only apply for a Capitec loan solution through the Business School website. Launch, service charges and general terms and conditions apply. Capitec Bank is an authorized financial services company (FSP 46669) and registered lender (NCRCP13).
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This one-year program consists of one day of on-campus orientation followed by two online or on-campus sessions per week. Weekly episodes are presented on Tuesday and Thursday evenings, from 6:15 PM to 8:15 PM. This is supported by additional pre-recorded content.
The blended learning model allows you to participate in the class in real time in two ways: via a laptop connected to the Internet or on campus. Online classes are offered on par with on-campus classes. This means you can read while you work. It also means taking classes around the world. Learn more about Blended Learning’s combination of technology and a strong human touch here.
This undergraduate program is an investment in your career path as it allows you to establish yourself as an expert in the financial services industry.
Once you complete this Master’s degree in financial planning, you will be eligible to write the FPI Professional Competency Examination (PCE) and obtain professional accreditation as a CERTIFIED FINANCIAL PLANNER® (CFP®). This designation will demonstrate your expertise and credibility not only in South Africa but internationally as the CFP® designation is recognized internationally as a benchmark for professional advice.
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The CFP® professional certification, which is therefore based on this PGDip Financial Program, enables you to provide financial advice that meets an increasing number of regulations in an environment where clients are increasingly receiving legal protection and are also more aware of their rights. That’s why as a CERTIFIED FINANCIAL PLANNER® – CFP® for short – you give your clients peace of mind based on recognized qualifications. For your clients, this translates into high quality financial advice from an adviser with the required qualifications, professional standing and membership of a recognized professional body.
The Master’s Diploma in Financial Planning is a special program to help you obtain the CERTIFIED FINANCIAL PLANNER® (CFP®) professional certification. It is therefore aimed at professionals who are already working in the financial services sector, but who want to continue their careers.
Stellenbosch Business School offers broad access to its programs through its Recognition of Prior Learning (RPL) process. In accordance with the requirements of the Council for Higher Education (CHE), the Business School can accept up to 10% of its student body for each program under the RPL. To be admitted to the Postgraduate Diploma in the Business School, candidates must have a diploma or National Diploma at NQF level 7. In the case of the Master’s Diploma in Financial Planning, additional RPL requirements must be met, as detailed below.
Candidates who wish to be admitted under the RPL policy must first submit all documents and tests required of all prospective students. In addition, prospective students applying for a postgraduate diploma must consider the following:
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Important: RPL candidates must apply by October 31 each year to allow sufficient time for the evaluation process.
This PGDip prepares you to become a CERTIFIED FINANCIAL PLANNER – the international benchmark for professional financial advice.
Dr. Lee Ann Steenkamp Dr. Lee-Ann Steenkamp is an associate professor specializing in tax, financial planning and climate change, as well as a Senior Tax Practitioner (SA) and member of the Tax Institute of South Africa Prof… read more
Dr. Lee-Ann Steenkamp is a senior lecturer specializing in tax, financial planning and climate change, as well as a Senior Tax Practitioner (SA) and member of the South African Institute of Tax Practitioners (SAIT). He holds a PhD in law from the University of Cape Town.
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The Master’s Diploma in Business Management and Administration is an accredited program aimed at working professionals interested in general management skills that develop an entrepreneurial approach to business.
This program provides the skills to implement and manage the design and financing of interventions that will help develop South Africa and Africa as a whole.
Alumni who guide future students in their new phase of life and share their personal experiences about studying at Stellenbosch Business School.
Yes. Please refer to the program brochure for our Early Potential Recognition (RPL) criteria. You have an Advanced Certificate in Financial Planning (NQF6) and relevant work experience. We do not prescribe a minimum number of years of work – each case is judged on its individual merits.
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Yes, we offer blended learning, so you can follow the program from any device with an internet connection. Each of the four modules has one test. Exams are conducted online in Excel. RPNow is enabled for proctoring.
Basically, you need a good structure of support and buy-in from your employer. We share the lecture schedule and test dates throughout the year on Orientation Day (January each year), so you can discuss study leave with your employer in advance.
Lectures are recorded and uploaded to our online platform within days. This means that students can get weekends off. Also, lecture notes are uploaded at least one day before each lecture, so you can prepare in advance. We recommend that students form small study groups and help each other stay updated. We also have two class representatives that you can contact for additional assistance. We also use various online resources and teach you to use fintech solutions properly.
Don’t fall behind – we handle a large amount of work in a short time. Use the weekend to review the previous week’s lectures. Work through all the tutorials and read the corresponding chapter in the textbook completely. Last year test selections and exams will be uploaded on our online platform. Before the first test of each module, teachers conduct a special Review session. After that, the suggested solutions of previous papers will also be uploaded. Practice, practice, practice.
The Financial Planner
I come from a legal background and am concerned about the numerical aspect of this course. Will I be able to handle it?
Our students come from a variety of backgrounds, academically and professionally. Some have been in the financial services industry for decades, others just graduated. Although most students come from a BCom background, many are law or BA graduates with relevant work experience. Law students usually find the trust and estate planning section easy (where claims are discussed) but struggle with the investment planning section. We provide a list of additional reading materials, some of which are located in the university library. We also recommend that students do additional preparatory work and, in some cases, do a two-year program. Ultimately, however, we have excellent local achievement rates, so our students adapt very well.
For RPL Candidates: Yes. For other candidates, no. But we find that those with work experience in financial planning do better.
What happens after graduation OR how do I prepare for the FPI Professional Competency Exam (entrance exam)?
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Stellenbosch Business School is an FPI accredited education provider. So our graduates are automatically eligible to write the FPI exam. After graduating in December, you must attend FPI workshops in preparation for the FPI exam in February (or, if you prefer, August). The Business School also offers an additional Saturday workshop for our own graduates at no extra cost. During the workshop, our experienced teachers will take you through the FPI practice exam.
Note: Our PGDip Financial Planning also allows you to apply for our MBA should you wish to continue your studies.
Once you register as a student at Stellenbosch Business School, you have automatic access to our graduate and Career Guidance Office. Our graduates are also in high demand at leading financial services companies, who recruit with us. We regularly publish job vacancies on our electronic platform.
“What set Stellenbosch Business School apart for me was the fact that it was not a distance learning program. The program is offered in two weekly classes that overlap. Presented by brilliant teachers who
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