Programme Code: SAQA-93710 – NQF level 6 – Credits 120

This qualification offers a combination of theory and practice in the area of financial services. Qualifying students will develop an integrated conceptual understanding, synthesis and application of specific issues in financial planning. They will also develop research skills, financial planning skills as well as skills in communication.

On completion of the programme, graduates can aspire to the following positions:

  • Financial Planner
  • Financial Advisor
  • Personal Financial Consultant
  • Financial Analyst
  • Investment Broker

Duration: 1 year


Year Semester Description
1 1 Financial Planning Environment
Personal Financial Planning
Business Financial Planning
2 Practice Management
Income Tax Planning
Financial Management

  • The minimum entry requirement is a Higher Certificate in the appropriate field; or
  • An equivalent NQF level 5 qualification .