Business Management
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BCom (Management Sciences) with focal area Financial Planning

Where does this programme fit in?

The 3-year BCom (Management Sciences) with the focal area Financial Planning is offered by the Department of Business Management at the Faculty of Economic and Management Sciences. Year 1 consists of compulsory modules such as Business Management, Economics, Financial Accounting, Professional Communication, and Statistics and Data Science. Year 2 and Year 3 cover modules specific to this focal area.

Why the need for this programme?

Financial planners help individuals and businesses to plan their financial wellbeing and to mitigate life’s financial setbacks while taking into account the client’s changing circumstances and the regulatory environment. Doing this requires specialist training.

The BCom focused on financial planning has been designed as a stepping-stone to subsequently enrol for the Postgraduate Diploma in Financial Planning. Once you have successfully completed the Postgraduate Diploma in Financial Planning, you may write the entrance exam for the CERTIFIED FINANCIAL PLANNER® (CFP®) designation – the global benchmark for professional financial advice. (Find more information on the CFP® designation at www.fpi.co.za.)

What will you learn?

The modules in this focal area cover investment planning, risk planning (life insurance and short-term insurance), retirement and estate planning, employee benefits (retirement funds), business insurance, and medical schemes.

  • Financial planning 314

    Introduction to the regulatory environment; risk planning techniques using long-term and short-term insurance; a study of investment vehicles and the investment planning process; a study of retirement funds and retirement planning calculations.

  • Financial planning 344

    Introduction to estate planning; a study of Wills and the law of succession; introduction to business insurance.

Who should apply?

  • Those interested in a career as a professional financial planner or advisor in the financial services industry, which means working at an insurance company, independent financial services practice, or in the banking industry
  • Those interested in a career as a wealth manager, broker, consultant, insurance specialist or client relationship manager

Admission requirements

  • National Senior Certificate average of 65%
  • Mathematics 60% minimum
  • EMS language admission requirements (English and Afrikaans Home Language 50% OR English and Afrikaans Additional Language 60%)

More details

  • Programme brochure: The brochure contains a table with all the modules covered by this degree. Download the department’s brochure here.
  • Programme information: See the Department of Business Management’s undergraduate programmes here.
  • See the Calendar of the Faculty of Economic and Management Sciences at https://www.sun.ac.za/english/faculty/economy/students.
  • Closing date for applications: 30 June 2022
  • Contact person for enquiries about this programme: Morné Daniels on +27 (0)21 808 2392 or at mmd@sun.ac.za
  • Where to apply: https://student.sun.ac.za/signup/