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    Postgraduate Diploma in Financial Planning
    
            
    
            
          
    
          
    
            
      
      
    
        
    
          
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              Apply by: 
     17 November 2026

            
    
            
    
             start by: 
     25 January 2027
            
    
          
    
          
          
    
            
    
                  
    
                    
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            Postgraduate Diploma in Financial Planning
          
    
        
    
        
    
          
    The Postgraduate Diploma in Financial Planning prepares graduates and professionals for advanced careers in financial advisory and wealth management. The programme develops specialised knowledge and practical expertise in personal financial management, corporate financial management, investment planning, retirement planning, taxation, and financial advisory services. Learners gain the ability to assess financial needs, develop tailored financial strategies, and provide informed financial guidance to individuals, businesses, and organisations.
    

    Designed to meet the growing demand for qualified financial planners in an increasingly complex financial environment, the qualification equips learners with the analytical, ethical, and professional skills needed to operate confidently within the financial services sector. Graduates are prepared for specialist roles such as financial advisor, portfolio manager, pension and estate planner, investment specialist, and insurance development manager, while also gaining a pathway towards further postgraduate study.
    
        
    
      
    
         
    
    
  
    


    





    



    



    
  
  
     
    
    
      
    
        
        
    
          
    
            Requirements and Opportunities
          
    
        
    
        
        
    
          
          
    
            
    
              
                
                
                
                
                
              
              Admission requirements
                          
                
                
              
             
            
    
            
    
              
    
                
    To apply for this qualification, a student must have:
    

      

    • Bachelor's in Accounting or Finance (NQF Level 7, 360 Credits), or an Advanced Diploma in Accounting or Finance (NQF Level 7, 120 Credits). 
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              Technical requirements
                          
                
                
              
             
            
    
            
    
              
    
                
    Students registering for the Postgraduate Diploma in Financial Planning need to purchase the following compulsory textbook, which will be used for all modules in the programme:
    

    Title: SA Financial Planning Handbook
    Publisher: LexisNexis South Africa
    Year: Updated annually. Students must confirm the required year’s edition before purchasing.
    ISBN: Varies by annual edition.
    Purchase link: SA Financial Planning Handbook – 2026 edition
    

    Important: The link above is for the 2026 edition. Students studying in 2027 should confirm the prescribed edition before purchasing.
    

    The following textbook is recommended but not compulsory:
    

    Title: SA Financial Planning Case Studies
    Publisher: LexisNexis South Africa
    Year: A new edition is published every two years. Students should confirm the recommended edition before purchasing.
    Purchase link: SA Financial Planning Case Studies – 2025 edition
    

     
    

    To successfully complete your online qualification, you will need: 
    


    • A laptop or desktop computer
    • A stable internet connection
    • To be computer literate
    
              
    
            
    
          
    
          
          
          
          
          
          
          
          
          
          
          
        
    
      
    
      
    
    
  
    


    


    
 

    



 



    


    






    
  
  
     
    
    
      
    
        
        
    
          
    
            Modules & Credits
          
    
        
    
        
        
        
        
             
          
    Fees are paid per module. The programme will be completed over two years. Compulsory modules - 120 credits
    

    Fees are subject to an annual increase.
    
        
    
        
        
    
          
          
   
          
          
               
          
          
    
            
    
              Financial Planning Environment A 
                          
                
                
              
             
            
    
            
    
              
    
                
    
                  
    
                    
    
                      Module Fees: 
                    
    
                    
    
                       Credit: 12
                    
    
                  
    
                  
    
                    
    
                      
                        Financial Planning Environment A and B introduce students to the principles, processes and professional context of financial planning. Topics include the financial planning process, client interaction and behaviour, time value of money applications, economics, ethical and professional practice standards, compliance requirements and the regulatory environment relevant to financial planning.

                       
                    
    
                  
    
                
    
              
    
            
    
          
    
          
               
          
          
    
            
    
              Financial Planning Environment B
                          
                
                
              
             
            
    
            
    
              
    
                
    
                  
    
                    
    
                      Module Fees: 
                    
    
                    
    
                       Credit: 12
                    
    
                  
    
                  
    
                    
    
                      
                        Financial Planning Environment A and B introduce students to the principles, processes and professional context of financial planning. Topics include the financial planning process, client interaction and behaviour, time value of money applications, economics, ethical and professional practice standards, compliance requirements and the regulatory environment relevant to financial planning.

                       
                    
    
                  
    
                
    
              
    
            
    
          
    
          
               
          
          
    
            
    
              Personal Financial Management A
                          
                
                
              
             
            
    
            
    
              
    
                
    
                  
    
                    
    
                      Module Fees: 
                    
    
                    
    
                       Credit: 12
                    
    
                  
    
                  
    
                    
    
                      
                        Personal Financial Management A and B equip students with strategies and techniques for managing clients’ short- and medium-term cash flow, assets and liabilities. Students learn to collect and analyse information from personal financial statements and assess cash flow, debt and asset acquisition needs. The modules also cover planning for education expenses and establishing emergency funds.

                       
                    
    
                  
    
                
    
              
    
            
    
          
    
          
               
          
          
    
            
    
              Personal Financial Management B
                          
                
                
              
             
            
    
            
    
              
    
                
    
                  
    
                    
    
                      Module Fees: 
                    
    
                    
    
                       Credit: 12
                    
    
                  
    
                  
    
                    
    
                      
                        Personal Financial Management A and B equip students with strategies and techniques for managing clients’ short- and medium-term cash flow, assets and liabilities. Students learn to collect and analyse information from personal financial statements and assess cash flow, debt and asset acquisition needs. The modules also cover planning for education expenses and establishing emergency funds.

                       
                    
    
                  
    
                
    
              
    
            
    
          
    
          
               
          
          
    
            
    
              Corporate Financial Management A
                          
                
                
              
             
            
    
            
    
              
    
                
    
                  
    
                    
    
                      Module Fees: 
                    
    
                    
    
                       Credit: 12
                    
    
                  
    
                  
    
                    
    
                      
                        Corporate Financial Management A and B examine investment strategies and techniques for optimising returns on assets in line with clients’ requirements, constraints and life goals. Students explore the types of securities traded in financial markets, investment theory and practice, portfolio construction and management, and investment strategies and tactics.

                       
                    
    
                  
    
                
    
              
    
            
    
          
    
          
               
          
          
    
            
    
              Corporate Financial Management B
                          
                
                
              
             
            
    
            
    
              
    
                
    
                  
    
                    
    
                      Module Fees: 
                    
    
                    
    
                       Credit: 12
                    
    
                  
    
                  
    
                    
    
                      
                        Corporate Financial Management A and B examine investment strategies and techniques for optimising returns on assets in line with clients’ requirements, constraints and life goals. Students explore the types of securities traded in financial markets, investment theory and practice, portfolio construction and management, and investment strategies and tactics.

                       
                    
    
                  
    
                
    
              
    
            
    
          
    
          
               
          
          
    
            
    
              Research project A
                          
                
                
              
             
            
    
            
    
              
    
                
    
                  
    
                    
    
                      Module Fees: 
                    
    
                    
    
                       Credit: 12
                    
    
                  
    
                  
    
                    
    
                      
                        Research Projects A and B develop students’ understanding of applied research principles and methods. Students learn to formulate research questions, select appropriate research methods, and collect, analyse and interpret data. They gain practical experience in critically evaluating research articles and reports, developing research proposals, accessing existing databases and writing research reports. The modules also examine how research findings inform financial issues and practice.

                       
                    
    
                  
    
                
    
              
    
            
    
          
    
          
               
          
          
    
            
    
              Research project B
                          
                
                
              
             
            
    
            
    
              
    
                
    
                  
    
                    
    
                      Module Fees: 
                    
    
                    
    
                       Credit: 12
                    
    
                  
    
                  
    
                    
    
                      
                        Research Projects A and B develop students’ understanding of applied research principles and methods. Students learn to formulate research questions, select appropriate research methods, and collect, analyse and interpret data. They gain practical experience in critically evaluating research articles and reports, developing research proposals, accessing existing databases and writing research reports. The modules also examine how research findings inform financial issues and practice.

                       
                    
    
                  
    
                
    
              
    
            
    
          
    
          
               
          
          
    
            
    
              Case studies A
                          
                
                
              
             
            
    
            
    
              
    
                
    
                  
    
                    
    
                      Module Fees: 
                    
    
                    
    
                       Credit: 12
                    
    
                  
    
                  
    
                    
    
                      
                        Case Studies A and B bring together students’ learning through the analysis of real-world financial planning situations. Students apply critical thinking and decision-making skills to integrate financial planning principles and practices with financial management, asset management, risk management, tax planning, retirement planning and estate planning. They use client information to develop appropriate strategies, recommendations and financial plans.

                       
                    
    
                  
    
                
    
              
    
            
    
          
    
          
               
          
          
    
            
    
              Case studies B
                          
                
                
              
             
            
    
            
    
              
    
                
    
                  
    
                    
    
                      Module Fees: 
                    
    
                    
    
                       Credit: 12
                    
    
                  
    
                  
    
                    
    
                      
                        Case Studies A and B bring together students’ learning through the analysis of real-world financial planning situations. Students apply critical thinking and decision-making skills to integrate financial planning principles and practices with financial management, asset management, risk management, tax planning, retirement planning and estate planning. They use client information to develop appropriate strategies, recommendations and financial plans.

                       
                    
    
                  
    
                
    
              
    
            
    
          
    
          
          
         
          
          
        
    
      
    
      
    
    
  
    


    



    



    



  
  
    
    
    
     
      
    
        
    
          
    FEES
    
        
    
        
    
          
    
            Fees are payable at the start of each module and payment must be received by the payment deadline to successfully register and start the programme. 

    * Fees quoted are as at 2026 and are subject to an annual increase.    
          
    
          
    
            
    
             
             
     
                
    
                   
                  
                  
                  
                  
                  
                  
                  
                  
                  
                  
                
    
                
    
                  Number of modules: 10
                
    
              
    
              

              
             
     
                
    
                    
                  
                  
                  
                  
                  
                  
                  
                  
                  
                  
                
    
                
    
                  Programme credits: 120
                
    
              
    
              


              
             
     
                
    
                    
                  
                  
                  
                  
                  
                  
                  
                  
                  
                  
                
    
                
    
                  Fees per programme credit: ± 
                
    
              
    
              

              

            
    

          
    
        
    

      
    
    
    

  
    
  




    




 




      
    

      
        
    
  
    
    
    
      
    
        
    
         
          
    
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