Create new career opportunities in financial planning

IF you are interested in a career in financial planning, the University of KwaZulu-Natal’s Postgraduate Diploma in Financial Planning can open exciting new opportunities.

Its core modules are: Financial Management

This module provides students with in-depth knowledge of the factors that determine a client’s personal financial decisions, personal financial management strategies and personal finance products as well as insolvency and bankruptcy.

Law of Contract, Insurance and Agency

This module gives learners the capacity and ability to understand, analyse, research, discuss, evaluate, give correct advice concerning, and generally deal effectively with issues of contract law, insurance and agency as well as legal disputes thereof. Research Methods

This module focuses on designing a research project, structuring an inquiry, and the ethics and politics of business research. The course covers literature review skills, the tools of theory building, interviewing skills, designing a questionnaire, indexes/ typologies and asking questions. Retirement Planning

This module provides students with an in-depth knowledge of institutional vehicles for retirement funds as well as personal retirement and savings funds.

Risk Management and Ethics

This module provides students with an in-depth analysis of client’s quantitative and qualitative information such as insurance coverage, potential financial obligations, risk management objectives, risk tolerance, lifestyle issues, health issues and development of risk management strategies. Wealth Management

This module provides learners with an in-depth understanding of investment vehicles, portfolio management, behavioural finance, economic analysis and performance measurement.

Tax and Estate Planning

This module provides learners with an in-depth knowledge of tax and estate planning. Integrated Financial Planning

This module helps students develop critical thinking in decision-making that integrates risk management and ethics, financial management, wealth management, tax and estate planning, retirement planning and alternative investments while developing strategies, recommendations and financial plans for clients. Duration

The programme can be completed in one year of full-time study or in two years of part-time study. Part-time students can start in the middle of the year. Lectures are held from Mondays to Thursdays between 5.30pm and 8.30pm on the Westville Campus. Entrance requirements

To be considered for the programme, the applicant should have a recognised undergraduate degree or a three-year tertiary qualification from a recognised institution or equivalent.

Applications are open and forms can be obtained on the UKZN website: www.ukzn.ac.za