CAREER GUIDE MANUAL - Inseta

13understand and interpret financial and investment markets; keep abreast of new legislation, tax regimes, government policiesand changes within industries that may affect investment earnings; exercise sound judgement and demonstrate good decision-makingskills; communicate complex financial concepts in simple andunderstandable language; do financial calculations and computer-based analysis; market and sell insurance products.1.4.3 Education and traininga) Entry requirementsMarket entrants who wish to work as financial planners usuallyrequire a Senior Certificate with matriculation exemption and arelevant degree or diploma. Subjects such as mathematics,economics, accounting and English are prerequisites.b) Undergraduate programmesAn undergraduate programme in accounting, finance, economics,business science, mathematics or law provides a sound basis fromwhich to pursue a career in financial planning. In addition to havinga relevant degree or diploma, the candidate should participate incourses and learning programmes in investments, taxes, estateplanning and risk management. The table below lists some relevantundergraduate courses. Readers should also consult the coursesrelevant to the career of accountant as listed in this career guide.QUALIFICATIONINSTITUTIONPostgraduate Diploma in Financial Planning University of the Free StateAdvanced Diploma in Financial PlanningUniversity of the Free StatePostgraduate Diploma in Financial Planning Stellenbosch UniversityBCom Investment ManagementUniversity of PretoriaBCom Finance ManagementUniversity of JohannesburgBCom Financial PlanningNelson Mandela Metropolitan UniversityBCom Financial PlanningUniversity of KwaZulu-NatalBCom BankingDamelinDiploma in Insurance (DiI) (Advanced InsurancePractice)College of Insurance of IISASource: www.ifp.co.za; www.inseta.co.za; www.sainsurance.co.za