Short Learning Programme in Integrated Financial Planning

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College of Business and Economics, Department of Finance and Investment Management
Faculty: College of Business and Economics
Department: Department of Finance and Investment Management
Programme Level: Continuous Education Programmes
Programme Name: Short Learning Programme in Integrated Financial Planning
Programme Code: S3IFPQ
Medium of Facilitation: Part-time
NQF Level: 8
NQF Credits: 0

Application Start Date: Apr 1, 2022
Application End Date: Sep 30, 2022


The purpose of this SLP is to become a CERTIFIED FINANCIAL PLANNER® (CFP®) professional, an applicant must pass the Financial Planning Institutes (FPI) competency board exam. The short learning programme (SLP) will prepare and equip students to attempt and pass the competency board exam. The SLP will provide prospective students an opportunity to study a programme focused on the universal nature of financial planning and the application in practice, which will simultaneously give them the necessary recognition for continuous professional development at the applicable professional bodies. Financial planning consists of 6 different cornerstones: tax planning; risk and insurance planning; estate planning; retirement planning; investment planning; and employee benefits. There is a demand in the industry to explore these topics in a holistic manner. This will prepare and equip a student to attempt and pass the FPI competency board exam.

Career Opportunities


Admission Requirements

Students with entry admission to the Financial Planning Institute's (FPI) competency board exam.

Selection Process

Selection is based on academic credit.

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