Financial Planner


What does a Financial Planner do?

A financial planner provides expertise and advice to clients on all the components of financial planning including personal savings, personal and family insurance cover, health insurance, investments, asset and wealth management, retirement and estate planning, and tax liability.


Study path:

Entry: National Senior Certificate with matriculation exemption. Each undergraduate program has its own entry requirements but subjects such as mathematics and English are often required.

Undergraduate: An undergraduate program in accounting, finance, economics, business science, mathematics or law provides a sound basis from which to pursue a career in financial planning. Various universities offer a BCom degree in Financial Planning or in Investment Management.

Post Graduate: Postgraduate Diploma in Financial Planning Advanced Diploma in Financial Planning.

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Professional bodies:

Financial advisors are required to apply for registration as financial services providers with the Financial Services Board (FSB). They may also become members of the Financial Planning Institute of Southern Africa (FPI).