Postgraduate Diploma In Financial Planning UFS

Postgraduate Diploma In Financial Planning UFS

This qualification enables you to obtain the highest academic and professional level of competency, to be recognised as such, and to become eligible for professional membership to the Financial Planning Institute of Southern Africa (FPI).




The FPI is the leading professional association in South Africa catering for the competency needs of financial service providers including financial planners. The FPI competence certificates of CFP® professional / CERTIFIED FINANCIAL PLANNER® professional accreditation represents the pinnacle of competence as a professional financial planner.




The FPI as the Southern African affiliate of the International Financial Planning Standards Board is licensed to award the CERTIFIED FINANCIAL PLANNER® professional accreditation in South Africa. The CFP® professional accreditation mark is used in 24 countries around the world and represents the global professional designation for the profession of financial planning.

 

The exit level outcomes for the above diploma state that you will have to demonstrate the ability to:

 

 

• apply essential financial planning expertise and knowledge in financial planning for the benefit of clients and society;
• establish a planner/client relationship by explaining concepts and services and client responsibilities – all within the parameters of professional conduct;
• assess a client profile, obtain documented personal information and determine the current financial status of a client;
• determine the financial goals (capital risk and investment needs) of a client;
• present a plan to a client for approval and agreement;
• implement, manage and monitor such plan within the ethical constraints of the profession, testing effectiveness and recommending change where necessary.

 

Learners will have to provide evidence, in the various learning modules in the different prescribed fields of financial planning, of attaining the required knowledge and expertise by:

 

• presenting and analyzing hypothetical case studies and proposals in financial planning;
• writing assessments of client needs with suggested strategies to address those needs;
• drafting investment and other financial plans with due regard to financial risks, applicable regulatory and legislative requirements, investment options and the influence of changing economic conditions and markets;
• write proposals for implementation and monitoring of such plans

For admission to the Postgraduate Diploma in Financial Planning at UFS, one of the following is required:
 an applicable bachelor’s degree, or
 an applicable advanced diploma, or
 an applicable qualification at NQF Level 7 with a minimum of 120 credits will allow admission to the Diploma.
 that a student, with the consent of the Dean, at the recommendation of the Education Committee (appointed by the School of Financial Planning Law), in consultation with the Registrar, can also be admitted on the basis of a qualification they regard as equivalent or on condition that the student, in some other way, achieved a standard of competence which they regard as adequate for the purposes of the study.