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 3. Postgraduate Diploma Financial Planning


POSTGRADUATE DIPLOMA FINANCIAL PLANNING

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Apply Now Download Brochure

Professionalise your service offering

Consumers and clients are increasingly insisting on high-quality financial
advice from advisors with the required qualifications, professional status and
membership of a professional body. Stellenbosch Business School’s Postgraduate
Diploma Financial Planning (PGDip FinPlan) can provide you with the ideal
starting point.

 * Start your journey to become a CERTIFIED FINANCIAL PLANNER®: This PGDip
   FinPlan is a sought-after qualification that culminates in the
   internationally recognised CERTIFIED FINANCIAL PLANNER® (CFP®) designation –
   the global benchmark for professional financial advice. With this PGDip
   behind your name, you become eligible to apply to the FPI to write its
   Professional Competency Examination (the entrance exam to become a CFP®).
 * Study at an FPI-accredited education provider: Doing this PGDip at the
   Business School – an FPI-accredited education provider – comes with
   advantages like high-level engagement with students and excellent online
   resources.
 * Gain access to an MBA: The PGDip is presented at NQF Level 8, the same level
   as an Honours degree. This means it can give you access to Stellenbosch
   Business School’s MBA.
 * Study while you work: This one-year programme is offered in the convenient
   blended learning format, allowing you to study while you work. You can choose
   between on-campus sessions (with in-class experience) or blended learning
   (using an internet-linked laptop from anywhere in the world).


POSTGRADUATE DIPLOMA


POSTGRADUATE DIPLOMA FINANCIAL PLANNING

--------------------------------------------------------------------------------

Applications: Open SA Application Closing:
30 Nov 2023
RPL Application Closing: Closed SADC Application Closing:
30 Nov 2023
Rest Of The World Application Closing:
30 Nov 2023
Blended
Start Date:
29 January 2024
Fees:
R65 668 (2024)
Duration:
1 Year
Apply Now



DURATION

1 year

CHOOSE AN FPI-ACCREDITED EDUCATION PROVIDER

We are FPI-accredited. For you this means high-level engagement and excellent
support.

GATEWAY TO MBA

This PGDip can give you access to an MBA because it is presented at NQF level 8.

2023 APPLICATION DEADLINES

South Africans: 30 November

SADC + rest of world: 30 November

Recognition of Prior Learning applicants: 31 October


COURSE STRUCTURE AND CONTENT

It’s an investment in your future

Our PGDip Financial Planning is a sought-after qualification that culminates in
the internationally recognised CERTIFIED FINANCIAL PLANNER® (CFP®) professional
designation – the global benchmark for professional financial advice. Doing this
PGDip at Stellenbosch Business School, which is an FPI-accredited education
provider, comes with advantages like high-level engagement with students and
excellent online resources. The PGDip is presented at NQF Level 8, the same
level as an Honours degree. This means it can give you access to an MBA.

A transformative learning experience awaits you – particularly if you see your
future self as a qualified and trusted financial expert.

Programme structure

This one-year programme consists of one on-campus orientation day followed by
two online or on-campus sessions per week. The weekly sessions are presented on
Tuesday and Thursday evenings, from 18:15 to 20:15. This is supported by
additional pre-recorded content.

The blended learning format allows you to join the class in real time in one of
two ways: via any internet-linked laptop, or on campus. The online classes are
delivered synchronously with the on-campus classes. This means you can study
while you work. It also means that you attend classes from anywhere in the
world. Find more information about Blended Learning’s combination of technology
with a strong human touch here.

Who should enrol?

The PGDip 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.

Modules

Do four compulsory modules

The one-year programme consists of four compulsory modules, each worth 30
credits. Modules 1 and 2 are presented during the first semester, and Modules 3
and 4 during the second semester.

Module 741: Financial Planning Environment

This module provides an overview of the field of financial planning. The
principles and practices of financial planning and personal financial management
are first addressed. This includes a review of the regulatory environment for
financial planners. Students will also be familiarised with financial
calculations and the concepts of the time value of money. The remainder of the
module is devoted to tax planning and offers a detailed look at the Income Tax
consequences for an individual.

Module 742: Corporate Financial Planning

This module focuses more on the corporate aspects of the employer-employee
relationship. The first focus area is on business planning, which includes the
taxation of different business entities. Next, the focus shifts to employee
benefits and specifically retirement funds. Retirement planning, which includes
the tax implications of retirement, death and divorce, is also covered in
detail. The module concludes with an overview of medical schemes’ requirements
and regulations, including developments that affect healthcare cover.

Module 743: Personal Financial Planning

This module equips students with the theoretical knowledge and practical skills
to conduct a financial planning exercise for a client. The student will acquire
in-depth knowledge of the structure, nature and tax of estate planning tools,
including the law and taxation of trusts. Investment planning forms the backbone
of this module, and students will gain valuable insights into how a client’s
risk profile should be accounted for in order to address their needs. The module
concludes by  incorporating risk management, and differentiates between
short-term and long-term insurance as part of the insurance planning exercise.

Module 744: Case Study

The programme culminates in a Case Study, where students are expected to
integrate the knowledge acquired in the first three modules in order to prepare
a comprehensive financial plan for a client. This module prepares students for
the FPI’s Professional Competency Examination.

Recognition of Prior Learning – let your experience count

Stellenbosch Business School provides additional access to its programmes
through its Recognition of Prior Learning (RPL) process, as recommended by the
Council on Higher Education (CHE). The purpose of the Council on Higher
Education’s policy on Recognition of Prior Learning is to develop and facilitate
the implementation of RPL across the higher education sector and to base this on
the principles of equity, access, inclusivity and redress of past unfair
discrimination with regard to educational opportunities.

In line with the requirements of the Council on Higher Education, the Business
School may admit up to 10% of its student body per programme under RPL.

Candidates who wish to be admitted under the RPL policy will firstly have to
submit all the documentation as required for all prospective students. In
addition, prospective students applying for this PGDip need to adhere to the
following:

 * Have at least an Advanced Certificate in Financial Planning at NQF level 6
   from an FPI-accredited education provider
 * Have at least 5 years of relevant work experience
 * Submit a comprehensive CV, indicating detailed areas of responsibility as
   well as information of activities outside the work environment.
 * Provide the Business School with the names and contact details of at least
   two persons who can testify about the candidate’s managerial or related
   professional abilities (typically current or former line heads). These
   persons will be required to give a detailed personal reference about the
   candidate on forms provided by Stellenbosch Business School.

The RPL selection process entails the following:

 * The Business School’s Admissions Committee (programme head and another
   academic) will conduct an in-depth interview with the candidate and make a
   recommendation about admission.
 * The Admissions Committee will consider the full application including the
   interview recommendation and the inputs received from the references for
   admission.
 * A notice of admission is sent via the Business School’s Academic Planning
   Committee to the Board of the Faculty of Economic and Management Sciences at
   Stellenbosch University.
 * RPL candidates need to apply by 31 October of each year to allow sufficient
   time for the assessment process.

Note that the learning acknowledged in terms of RPL cannot also be used to grant
exemption of credits within the same programme.

Career path options with this PGDip



PROGRAMME HEAD

Head: Financial Planning
MOSILI
LEPHEANA




DOWNLOAD BROCHURE HERE

--------------------------------------------------------------------------------

Download brochure to discover more about our programmes



> This qualification will prepare you to ultimately become
> a CERTIFIED FINANCIAL PLANNER® (CFP®) –
> the global benchmark for professional financial advice.


PROGRAMME FEES


APPLICATION FEE FOR 2023

Application fee (non-refundable; applicable to all students):
R850
TUITION FEES FOR 2024

South African
2024

Total
Provisional Quote
Deposit payable on acceptance of admission (Included in tuition fees)
R12 000.00

R12 000.00
Generate Quote
PGDip Financial Planning - Blended
R65 668.00


Southern African Development Community
2024

Total
Provisional Quote
Deposit payable on acceptance of admission (Included in tuition fees)
R33 717.00

R33 717.00
Generate Quote
PGDip Financial Planning - Blended
R67 433.00


Non-Southern African Development Community
2024

Total
Provisional Quote
Deposit payable on acceptance of admission (Included in tuition fees)
R33 717.00

R33 717.00
Generate Quote
PGDip Financial Planning - Blended
R67 433.00


Rest of the world
2024

Total
Provisional Quote
Deposit payable on acceptance of admission (Included in tuition fees)
R50 904.00

R50 904.00
Generate Quote
PGDip Financial Planning - Blended
R101 808.00


Stellenbosch Business School reserves the right to change the fees at any time.


IMPORTANT:

 * Payment of full programme fees for South African students: Students can pay
   the full programme fees upon registration, or they can pay 80% of the annual
   fees by the end of May and the balance of 20% by the end of September.
   Payment schedule (calculated on outstanding fee after deposit payment):
   28 February - 31 May - 20% x 4 months (80%)
   30 June - 20 September - 5% x 4 months (20%)
 * Payment of full programme fees for international students: International
   admitted students pay 50% of the annual fee as deposit. The remainder is due
   one month before commencement of the programme. The South African exchange
   rate favours international students.
 * Deposit: All students pay a deposit on acceptance of admission. South African
   students must pay a set deposit on admittance. International admitted
   students pay 50% of the annual fee as deposit. The deposit payable is
   non-refundable and will be deducted from the total programme fees.
 * Application fee: The application fee must accompany the application. The
   application fee is non-refundable.
 * Study materials: Study fees include all study materials and access to a
   world-class e-book on investment planning.
 * Travel and accommodation: Students are responsible for their own travel and
   accommodation arrangements and costs.
 * Fee changes: Stellenbosch Business School reserves the right to change the
   fees at any time.

Please use your Student Number as Reference | Email proof of payment to
studentaccounts@sun.ac.za | Quote your student number in all correspondence.

FINANCING


CAPITEC’S CREDIT-FOR-EDUCATION SOLUTION

Capitec offers credit for education at a discounted rate, which allows
prospective students, or their parents or guardians, to apply for a loan of up
to R500 000 and pay it back over 84 months.

Applicants must be permanently employed and have a valid SA ID. A provisional
quote or admission letter from Stellenbosch Business School is needed to process
the credit application. Apply for credit at Capitec’s credit solution through
the Business School. 

Initiation, service fees and T&Cs apply. Capitec Bank is an authorised financial
services provider (FSP 46669) and registered credit provider (NCRCP13).


ADMISSION REQUIREMENTS

ACADEMIC QUALIFICATIONS FOR REGULAR APPLICANTS

A relevant Bachelor’s degree (e.g. BCom, LLB or BBusSc) at NQF level 6 (old) or
7 (new), or equivalent

WHAT CAN THIS QUALIFICATION DO FOR YOU?

Once you have obtained the PGDip Financial Planning, you become eligible to
write the Professional Competency Examination of the FPI to obtain accreditation
as a CERTIFIED FINANCIAL PLANNER® (CFP®). This designation will communicate your
expertise and credibility locally and internationally.

WHAT IF YOU DON’T HAVE THE ACADEMIC QUALIFICATIONS TO APPLY?

You can still apply if you have an Advanced Certificate in Financial Planning
(NQF 6) from an FPI-accredited education provider, plus 5 years of relevant work
experience. Submit all the documentation and assessments as required for all
prospective students, plus additional requirements as explained under
Recognition of Prior Learning elsewhere on this page.


How to apply

Before you start

 * The online application form consists of various sections. In order to
   progress to the next section, all the information in the current section must
   be completed and accepted by the information management system.
 * You will be able to complete the form in steps without losing information
   (i.e. you do not have to complete the application form in one sitting).
 * The application process is the same for South African and international
   students.
 * International students require a South African Qualifications Authority
   (SAQA) evaluation certificate to evaluate their degrees according to South
   African standards. The Business School’s International Affairs Office will
   first handle the credential evaluations of international students free of
   charge. Students need to complete the online application and upload all
   certificates with their application. The International Affairs Office will,
   as part of the application process, conduct an in-house credential evaluation
   after you have submitted your application. However, should the International
   Affairs Office be unsure about the status, recognition or accreditation of
   your qualification, we reserve the right to refer you to SAQA before we
   consider your application further.
 * Applicants can go back to their applications and check the status of their
   applications.
 * All degrees undergo a formal vetting process to eliminate fraudulent
   applications.
 * It is best to use Google Chrome as web browser when completing your
   application.
 * See Apply for your PGDip Leadership Development in 7 steps

The application process

Click on the APPLY NOW button and complete the online application form by
completing each of the required sections. You also need to upload the following
supporting documentation:

 * Completed and signed application form
 * Certified copies of all academic records and degree/diploma certificates
 * Detailed CV
 * A copy of your ID (or passport for non-South African students)
 * A marriage certificate (where the applicant’s new surname does not match that
   on the degree certificates)
 * Consent form to verify your qualifications (please download, complete and
   upload the form in order for Managed Integrity Evaluation (Pty) Ltd to verify
   your qualification documents)

Payment of your application fee can be done online:

 * Bank details: Bank: Standard Bank; Type of account: cheque account; Account
   name: US Business School; Account number: 073003069; Branch name:
   Stellenbosch; Branch code: 050610; Beneficiary name: Stellenbosch University;
   SWIFT code: SBZAZAJJ.
 * Enquiries about payments: Please send an e-mail to
   payments@stellenboschbusiness.ac.za.

What happens next?

Your application can only be assessed by the selection panel if it is
accompanied by your completed online application form and all the supporting
documents, and if you have paid the application fee. The outcome of the
selection process will be made known within 30 days or as soon as possible
thereafter. If you are uncertain whether your application is complete and is
being processed, contact finplan@stellenboschbusiness.ac.za for assistance.

Application deadlines

Deadlines for PGDip Financial Planning applications: 

 * 30 November for applicants from South Africa
 * 30 November for applicants from visa-exempt SADC countries, and the rest of
   the world
 * 31 October for Recognition of Prior Learning applicants.

Also note the following:

 * Deadlines for RPL applicants: Note that application deadlines for Recognition
   of Prior Learning (RPL) applicants are earlier than those for South African
   students.
 * Study permits for international students: Obtaining a study permit (study
   visa) from the South African authorities can take up to 12 weeks from the
   date of being offered a place on a programme at the Business School. An early
   start with the application process is therefore recommended.
 * Multiple-entry visas: Students from non-SADC African countries and other
   countries with visa requirements who need to apply for study visas can obtain
   a letter from Stellenbosch Business School confirming the duration of
   registration at the Business School. This will help students to obtain
   multiple-entry study visas in case of modular studies.

--------------------------------------------------------------------------------

CONTACT US


PLEASE CONTACT US IF YOU NEED MORE INFORMATION ON THIS PROGRAMME OR THE
APPLICATION PROCESS:

Programme enquiries and support with the applications process
Henry Booysen
Telephone : +27 (0) 21 918 4243
Email: finplan@stellenboschbusiness.ac.za

Admission and registration enquiries
Joanne Sleigh
Telephone: +27 (0) 21 918 4239
Email: joanne@stellenboschbusiness.ac.za

Contact Us
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What set aside this PGDip was the fact that it wasn’t a distance learning
programme. It is presented by brilliant lectures who went out of their way to
assist you. Now my goal is to write the CFP® Professional Competency Examination
and then to apply to become a professional member of the Financial Planning
Institute of Southern Africa.


DILSHAAD SAMSODIEN

It is now my chance to help and give back to other young women with the
knowledge I gained from the best institutions and minds out there.


NICOLA JANSE VAN RENSBURG, PGDIP FINANCIAL PLANNING ALUMNUS

It is now my chance to help and give back to other young women with the
knowledge I gained from the best institutions and minds out there.


NICOLA JANSE VAN RENSBURG, PGDIP FINANCIAL PLANNING ALUMNUS

What set aside this PGDip was the fact that it wasn’t a distance learning
programme. It is presented by brilliant lectures who went out of their way to
assist you. Now my goal is to write the CFP® Professional Competency Examination
and then to apply to become a professional member of the Financial Planning
Institute of Southern Africa.


DILSHAAD SAMSODIEN

It is now my chance to help and give back to other young women with the
knowledge I gained from the best institutions and minds out there.


NICOLA JANSE VAN RENSBURG, PGDIP FINANCIAL PLANNING ALUMNUS

It is now my chance to help and give back to other young women with the
knowledge I gained from the best institutions and minds out there.


NICOLA JANSE VAN RENSBURG, PGDIP FINANCIAL PLANNING ALUMNUS

What set aside this PGDip was the fact that it wasn’t a distance learning
programme. It is presented by brilliant lectures who went out of their way to
assist you. Now my goal is to write the CFP® Professional Competency Examination
and then to apply to become a professional member of the Financial Planning
Institute of Southern Africa.


DILSHAAD SAMSODIEN


I come from a law background, and am apprehensive about the number crunching
aspect of this course. Will I be able to cope?

Our student body comes from diverse backgrounds, both academically and
professionally. Some have been in the financial services for many decades,
others are fresh graduates. Although the majority of students have a BCom
background, many are Law or BA graduates with the relevant work experience. Law
students typically find the trust and estate planning sections easier (where
court cases are discussed), but struggle with the investment planning section.
We do provide a list of additional reading material, some of which are housed in
the library on the campus. We also recommend students to do extra prep work.
Ultimately, though, we have excellent internal pass rates, so our students adapt
very well.

I have work and family commitments – how do I balance everything?

Essentially, you need a good support structure and the buy-in of your employer.
We share the entire year’s lecturing schedule and assessment dates on
Orientation Day (January each year), so you can negotiate study leave with your
employer well in advance.

What if I miss a lecture?

The lectures are recorded and uploaded to our online platform within a couple of
days. This means students can catch up over the weekend. Also, the lecturing
notes are uploaded at least a day prior to each lecture, so you can prepare in
advance. We recommend that students form smaller study groups and help each
other stay up to date. We also have two class representatives whom you can
contact for additional help. In addition, we use various online resources and
train you to optimally use fintech solutions.

How do I prepare for a test or exam?

Do not fall behind – we cover a large volume of work in a relatively short space
of time. Use weekends to revise the previous week’s lectures. Work through all
the tutorials and read the corresponding textbook chapter thoroughly. A
selection of the previous year’s tests and exams are uploaded to our online
platform. The lecturers conduct a special review session prior to the first test
of each module. Thereafter, the suggested solutions to the past papers are also
uploaded. Practise, practise, practise.

What happens after graduation OR how do I prepare for the FPI’s Professional
Competency Exam?

Stellenbosch Business School is an accredited education provider of the FPI. Our
graduates are therefore automatically eligible to write the FPI’s Professional
Competency Exam (the entrance exam). After the December graduation, you have to
attend the FPI’s workshops to prepare for the FPI exam in February (or if you
prefer, August). The Business School also offers an additional Saturday workshop
exclusively for our own graduates at no extra charge. During the workshop, our
lecturers will take you through a past case study exam of the FPI. Our PGDip
Financial Planning also allows you to apply for our MBA.

I don't have a Bachelor's degree. May I apply?

Yes. Please look at the Recognition of Prior Learning (RPL) section elsewhere on
this page. You must have an Advanced Certificate in Financial Planning (NQF6)
and five years of relevant work experience to apply.

I am in Namibia. Can I do the programme remotely?

Yes, we offer this PGDip in blended learning format. This means you can do the
programme from any internet-linked device. Each of the four modules has one
examination. The examinations are done online in Excel. RPNow will be switched
on for proctoring.

Do I need work experience to apply?

For RPL candidates: Yes. For other candidates, no. But we do find that those
with some work experience in financial planning perform better.

I need career advice or am job hunting. Can you help?

Once you have registered as a student at Stellenbosch Business School, you
automatically have access to our alumni and Career Leadership Office. Our
graduates are also in high demand with leading financial services companies, who
recruit from us. We regularly post job ads on our electronic platform.

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Stellenbosch Business School has quality guarantees in the form of AACSB, EQUIS
and AMBA accreditation.

Stellenbosch Business School was the first school from an African university to
hold all three international accreditations for business schools.




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