Universities and Online Degrees Guide

Nelson Mandela University

Postgraduate Diploma in Financial Planning

The Postgraduate Diploma in Financial Planning in Finances is offered by Nelson Mandela University.

Program Length: 1 YEAR.

Postgraduate Diploma in Financial Planning offered by the Nelson Mandela University at the Faculty of Business and Economic Sciences

Financial Planning is a field which crosses many different learning areas and integrates knowledge from these learning areas. The curriculum has been designed according to the international curriculum standards as set out by the international body which owns the CFP® designation, namely, the Financial Planning Standards Board (FPSB).

The Postgraduate Diploma in Financial Planning is offered at NQF level 7 and has a total credit value of 120.

Four modules are presented in the study programme. All modules must be passed in order to receive the various knowledge areas are clustered into these four modules. Students may elect to take all modules at once or the number of modules suited to their personal schedules. It is recommended that the Case Study module be attempted last if students elect not to do all modules in one year. Various overlap exists in the knowledge areas comprising the modules, therefore, where possible, students who can take all modules in one year are recommended to do so. The Case Study module may only be taken after completion for the prior three modules.

Qualification objectives
The qualification will be the highest professional qualification in this field available in South Africa and will contribute to the professional competency of financial planners which will consequently make them eligible for professional membership of the Financial Planning Institute of Southern Africa and for accreditation as a Certified Financial Planner® (CFP®).  The CFP® professional designation is internationally recognised as the pinnacle of educational achievement in financial planning. The Financial Planning Standards Board (FPSB) is a global body which owns the CFP® mark.  In South Africa the Financial Planning Institute is the gatekeeper to the professional accreditation of CFP® .

Duration
Four modules are presented in the study programme.  All modules must be passed in order to receive the qualification.  Students may elect to take all modules at once or may spread the number of modules taken per year to suit their personal schedules.  It is recommended that the Case Study module be attempted last if students elect not to do all modules in one year.  Various overlap exists in the knowledge areas comprising the modules, therefore, where possible, students who can take all modules in one year are recommended to do so.

Curriculum

First year
Compulsory modules:

Financial Planning Environment

Personal Financial Planning

Corporate Financial Planning

Case Study