Business Management
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Financial Planning

 

The focal area Financial Planning has specifically been developed to enable students to enroll​​ for the Postgraduate Diploma in Financial Planning after the successful completion of their BComm degree. Students who complete this diploma successfully are entitled to write the entrance examination of the internationally recognised​ CFP® (Certified Financial Planner) qualification. 


The following specialised areas are covered:

  • Investment planning
  • Introduction to life insurance
  • Introduction to short-term insurance
  • Marketing skills and practice management
  • Retirement and estate planning
  • Employee benefits (retirement funds)
  • Business insurance
  • Medical schemes


Career possibilities:​

  • Financial adviser for an insurance company
  • Independent financial adviser
  • Financial adviser in banking environment
  • Corporate financial planner


 

Undergraduate subjects offered in Financial Planning:​

Financial planning 214
Introduction to life insurance; introduction to short-term insurance; introduction to retirement planning; marketing skills; practice management.

 

Financial planning 378
A study of retirement annuities, pension and provident funds; a study of wills and estates; the investment planning process; employee benefit design and financing; introduction to medical schemes; introduction to business insurance; case studies which will encompass all the work done during the second and third years.

For Financial Planning subjects in the postgraduate courses, please refer to the Honours page or the Diploma in Financial Planning Page.