Diploma in Financial Planning | TUT

APS Required

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Duration

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Details

The Diploma in Financial Planning at TUT prepares students for careers in personal financial advice, investment planning, retirement planning, and risk management — all governed by FSCA regulations in South Africa. Students develop competencies in financial needs analysis, portfolio construction, insurance products, estate planning, and the regulatory framework of the Financial Sector Regulation Act. With South Africa's growing middle class and increasing focus on retirement savings and financial literacy, qualified financial planners are in strong demand. The programme provides a pathway to the CFP designation through the Financial Planning Institute of Southern Africa.

English Home Language or English First Additional Language: Level 4
Accounting or Mathematics or Technical Mathematics: Level 3; Mathematical Literacy: Level 5
APS: 22 (with Accounting, Mathematics or Technical Mathematics); 24 (with Mathematical Literacy)

Career Prospects

Financial Planner – Provides comprehensive personal financial planning services to individuals and families under FSCA authorisation.
Investment Analyst – Researches and recommends investment products for wealth management firms and unit trust companies.
Business Performance Analyst – Monitors and reports on financial KPIs and performance metrics for South African businesses.
Research Analyst – Conducts quantitative and qualitative financial research for banking, insurance, and asset management firms.
Finance Consultant – Advises SMEs and individuals on financial strategy, tax efficiency, and wealth preservation.

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