Postgraduate Diploma Financial Planning

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www.usb.ac.za 2018 Postgraduate Diploma Financial Planning

CONTENTS WELCOME TO USB MESSAGES Message from the Director of USB Message from the Programme Head THE USB ADVANTAGE Why study at USB? USB s central location POSTGRADUATE DIPLOMA IN FINANCIAL PLANNING What will you gain from this qualification? What stands out in this programme? PROGRAMME OVERVIEW Programme structure Duration Who should enrol? Assessment and Recognition of Prior Learning COURSE CONTENT TIMETABLES AND DEADLINES PROGRAMME FEES HOW TO APPLY Admission requirements How the application process works CAREER PATH OPTIONS MORE ABOUT USB USB s portfolio of programmes Accreditation, memberships and acknowledgements USB faculty Facilities, resources and services USB Alumni Association CONTACT US 2

WELCOME TO USB The University of Stellenbosch Business School, located in the Tyger Valley business district in the northern part of Cape Town, South Africa, offers a range of postgraduate business programmes which include an MBA and programmes in Development Finance, Futures Studies and Management Coaching. USB is recognised as a top school in the international business school network. It was the first school from an African university to receive all three international accreditations: AACSB, EQUIS and AMBA. Overall, we strive to develop responsible leaders through well-grounded business education and research. USB forms part of the Faculty of Economic and Management Sciences at Stellenbosch University, USB s mother institution. The history of Stellenbosch University dates as far back as the 17th century, when regular school education was initiated in the town of Stellenbosch in 1685. Stellenbosch University received university status in 1918 and will be celebrating its 100-year anniversary in 2018. USB, established in 1964, is known for its responsible leadership development, global perspective with unique African contextualisation, international connections, the diversity of its lecturers and students, its social impact, its strong roots and the wide reach of its alumni. Proven international quality: 3 international accreditations AACSB, EQUIS and AMBA FPI-accredited institution: The Financial Planning Institute of Southern Africa has approved USB as an education provider for this programme. Career path progress: Use this qualification as stepping stone to become a CERTIFIED FINANCIAL PLANNER Modular learn-while-you-earn format: Attend classes 2 evenings a week Strong roots: Over 50 years of quality business education Services: Career services, advanced e-learning support Engagement: Smaller classes, collaborative learning 3

MESSAGES From a business school perspective, social development in SA happens through empowering students to understand their role as responsible leaders when they go back into society. Prof Piet Naudé USB Director MESSAGE FROM THE DIRECTOR OF USB Thank you for your interest in the University of Stellenbosch Business School. We are one of the few so-called Triple Crown schools in the world. These are schools with the three major international accreditations, namely AACSB, EQUIS and AMBA. In addition, our executive education programmes, delivered via our private partner, USB-ED, is ranked among the Top 100 in the world by Financial Times. You therefore know in advance that the standard of our academic programmes, infrastructure and learner support is benchmarked against the best. We would also like you to know the following about USB: We are deeply committed to Africa. At the same time, we educate you to function in a global business world. We will lead you to study the latest theories in a particular field while also providing you with opportunities for practical application in your business. We will walk the road to sharpen your critical thinking abilities while also igniting your passion for better business skills. We will widen your strategic vision while also equipping you with operational skills in fields like responsible leadership, finance and marketing. We will carefully select you to enter into one of our programmes, and then engage with you to leave us as a changed person. USB is a values-driven school. We embed our values like integrity, inclusivity, excellence and innovation in everything we do. We are part of Stellenbosch University the top research university in Africa and steer our research agenda to inform business and the content of our curricula. Via our Small Business Academy we create value for entrepreneurs in low-income areas to improve their businesses and create jobs in their communities. Ultimately, USB aims to bring hope to Africa and to the world. Join us in turning this dream into a reality. 4

Our graduates consistently achieve high pass rates significantly higher than the national average pass rate. Lee-Ann Steenkamp Head: Postgraduate Diploma in Financial Planning MESSAGE FROM THE PROGRAMME HEAD Dear prospective postgraduate student In addition to the Triple Crown of accreditations held by USB, the Postgraduate Diploma in Financial Planning is an approved programme of the Financial Planning Institute of Southern Africa (FPI). This means that USB complies with the strict accreditation criteria of the FPI and is an approved education provider. We are proud of the fact that graduates from Stellenbosch University consistently achieve high pass rates significantly higher than the national average pass rate in the FPI s Professional Competency Examination (PCE). In fact, the top student in the February 2016 PCE was Ms Monique Malan, a Stellenbosch graduate. I believe that our programme s success can be attributed to two factors: We make use of highly qualified and experienced lectures (both from academia and practice) and we attract the best students. The Postgraduate Diploma in Financial Planning will open many doors for you, most notably to eventually qualify for the CERTIFIED FINANCIAL PLANNER (CFP ) designation. The Postgraduate Diploma will also allow you entrance to our prestigious MBA, thereby offering you an even wider range of career opportunities. In short, with our proven track record, it is clear that we set our students up for success! I invite you to partner with USB and let us help you take your career to the next level. 5

THE USB ADVANTAGE WHY STUDY AT USB? Triple Crown business school USB was the first school from an African university to receive all three international accreditations: AACSB, EQUIS and AMBA. Together, the three accreditation bodies look at business schools from three different geographical and quality perspectives. EQUIS focuses on the entire school, internationalisation and corporate connections. AMBA evaluates the MBA programme, processes and quality parameters as seen through the eyes of MBA graduates. AACSB uses rigid quantitative measures, which include assurance of learning or demonstrating that students have achieved the learning outcomes of their programmes. Therefore, these accreditations provide an independent and world-benchmarked view of USB s programmes. In 2016, Eduniversal ranked USB among the Top 3 schools in Africa while PMR.africa ranked USB as the No 1 school in South Africa. International stature Stellenbosch University, USB s mother institution, is an international institution of distinction and the top research university in Africa. USB has partnerships with some 80 business schools representing all the continents and has a presence in various parts of the African continent. Joint research, faculty members serving on international boards, memberships of leading bodies in the international and African business school community, jointly presented global conferences and the exchange of faculty members and students contribute to USB s global perspective of business knowledge. In 2016, USB s students and faculty members represented 35 different countries. We also host around 30 incoming student groups from all over the world every year. African contextualisation of business knowledge USB s vision is to be globally distinguished as the business knowledge partner in Africa. The school has become known for its African-focused expertise in areas such as sustainable development, futures research, development finance, ethics and corporate governance, responsible leadership development, management coaching and emerging-country economics. This allows us to contextualise business knowledge in terms of Africa. Strong focus on responsible leadership development USB s mission is to develop responsible leaders through well-grounded business education and research. Responsible leadership development is ingrained into USB s programmes in particular the MBA. This know-how will enable students to understand their role as responsible leaders when they go back to society, and to hold themselves, their teams and their companies to a higher standard as custodians of society s institutions and organisations. Collaborative learning Collaborative learning is a key feature of USB s programmes, and this intense engagement contributes to the life-changing experience of studying with us. Our students come from different cultures and countries. Each one brings unique management experience, industry know-how and cultural knowledge to the table. This diversity enables students to learn from one another and to work with different perspectives. 6

Career development and other support services USB s Career Services provides students with career planning and development services. It also gives students exposure to career opportunities and on-campus presentations by a range of companies, and access to career-related resources and job postings. Support is also offered at these touch points: the Marketing Office, Admissions Office, Academic Administration, International Affairs Office, Alumni Relations Office and USBI (library). Networking and continued learning During their studies, students collaborate with people from different industry sectors and geographies. This diversity adds depth to their learning experience and helps them to build valuable networks of business contacts that will last them a lifetime. Upon graduation, students become part of the USB Alumni Association with its more than 26 000 members, offering access to continued learning, business knowledge, networking and more. Connections with the business sector USB s close cooperation with industry ensures an academic offering aligned with the needs of the world of work. Areas of alliance and collaboration include representation by the local and international business community on the USB Advisory Board. Partnerships between USB and industry include societal initiatives such as the USB Small Business Academy. It also includes the funding of students and involvement of alumni in the school s activities (e.g. by mentoring students). Research and the sharing of business knowledge USB creates business knowledge through its research centres, academic conferences and seminars, a research fellowship programme, the research undertaken by its faculty members and students, and its partnerships with the business industry and other academic institutions. The school shares its academic research on its research portal and its practitioner research, opinion pieces, articles and videos on USB ThoughtPrint (www.usb.ac.za/thoughtprint) and at speaker events. Social impact USB s ultimate purpose is to develop leaders and managers who will be stewards of society, irrespective of the industry sector or organisation in which they work. For USB, social impact means the societal orientation and impact of our curricula and research, our involvement in social dialogue and public policy making, the social impact of our engagement with stakeholders, our collaboration with partner schools and organisations, and our sustainability and responsibility practices. For USB s students, this translates into engaged learning. MBA students, for example, can opt to assist small business owners from low-income areas with business plans and to do their Research Assignments in this field. 7

USB S CENTRAL LOCATION About the campus The hilltop campus of USB is located in the ever-expanding Tyger Valley business district in the northern part of Cape Town - which is halfway between Cape Town s central business district and the university town of Stellenbosch. The USB campus is close to main access routes, Cape Town International Airport, shopping malls, sports facilities, entertainment and first-class medical facilities. Also within easy reach are attractions such as the V&A Waterfront, Cape Point, Table Mountain (World Heritage site and one of new Seven Wonders of the World), Robben Island, Kirstenbosch Botanical Gardens and the neighbouring Boland area with its cultural heritage, scenic beauty and world-famous winelands. About Cape Town Cape Town regularly features as one of as Africa s Top 10 travel destinations. As South Africa s second main economic centre, the city offers a world of possibilities for business people. The city has a thriving service-based metropolitan economy where growth is often driven by innovation. Cape Town is located in a biodiversity hotspot called the Cape Floral Kingdom which has 9 600 plant species, 70% of which are not found anywhere else in the world. About Stellenbosch Founded in 1679, Stellenbosch is known for its university, cultural heritage, beautiful buildings, vineyards and surrounding mountains. It has the oldest wine-producing area in South Africa. 8

POSTGRADUATE DIPLOMA IN FINANCIAL PLANNING WHAT WILL YOU GAIN FROM THIS QUALIFICATION? Obtain CFP professional accreditation Graduates who have obtained the Postgraduate Diploma in Financial Planning at USB become eligible to write the Professional Competency Examination (PCE) of the FPI and to obtain professional accreditation as a CERTIFIED FINANCIAL PLANNER (CFP ). This designation will communicate your expertise and credibility not only in South Africa but also internationally as the CFP designation is internationally recognised as the benchmark for professional advice. Earn the trust of your clients The CFP professional accreditation, which builds on this Postgraduate Diploma in Financial Planning, allows you to provide financial advice that complies with an increasing number of regulations in an environment in which clients are receiving increasing legal protection and are also becoming more aware of their rights. Therefore, as a CERTIFIED FINANCIAL PLANNER or CFP for short you offer your clients peace of mind underpinned by an acknowledged qualification. For your clients this translates into high-quality financial advice from an advisor with the necessary qualifications, professional status and membership of a recognised professional body. Invest in your career by establishing yourself as an expert This postgraduate programme is an investment in your career path as it allows you to establish yourself as an expert in the financial services industry. It therefore holds advantages for your career in a local and global world characterised by financial uncertainty and a changing regulatory landscape. WHAT STANDS OUT IN THIS PROGRAMME? It prepares you to become a CERTIFIED FINANCIAL PLANNER : The CFP designation is internationally recognised as the benchmark for professional financial planning advice. It has excellent pass rates: USB consistently achieves high pass rates in the FPI s national Professional Competency Examination significantly higher than the national average pass rate. It is a study-while-you-work programme: Classes are presented at the USB campus on Tuesday and Thursday evenings after hours. It can be done in one or two years: Manage your work load by choosing how many modules you want to do in a year based on your circumstances. It is provided by USB as an FPI-accredited education provider: The FPI has approved USB as an education provider based on its stringent compliance criteria. 9

OVERVIEW OF THE PROGRAMME Launched at Stellenbosch University in 2005, the Postgraduate Diploma in Financial Planning is a sought-after qualification which culminates in the internationally recognised CERTIFIED FINANCIAL PLANNER (CFP ) designation. With an excellent track record of consistently achieving high pass rates in the FPI s Professional Competency Examination, USB s Postgraduate Diploma in Financial Planning has established itself as a leading programme in its field in South Africa. This qualification is presented at NQF Level 8, the same level as an Honours degree. It addresses the educational requirements for the designation of CERTIFIED FINANCIAL PLANNER, which is awarded by the Financial Planning Institute of Southern Africa (FPI). This is the highest designation for financial planners in South Africa and it is also internationally recognised. On completion of USB s Postgraduate Diploma in Financial Planning, students will be eligible to apply to the FPI to write its entrance exam, known as the Professional Competency Examination. Consumers or clients have become more knowledgeable as a result of increased access to information and a stronger awareness of their rights which are protected by ongoing regulatory developments. Consumers or clients therefore require high-quality financial advice from advisors with the necessary qualifications, professional status and membership of a recognised professional body. USB s high success rate can be attributed to two factors: We use highly qualified and experienced lectures (both from academia and practice) and we attract the best students. Also, the fact that lectures are presented twice a week after hours on the USB campus by academics and industry professionals in contrast to the distance learning model used by many of the other education providers further enhances our students learning experience. This programme allows you to study while you work. You can choose to do the programme over one or two years. Classes are presented at the USB campus in the Tyger Valley business district in northern Cape Town twice a week, on Tuesday and Thursday evenings, from 18:15 to 21:15. It is therefore a residential based course and not a distance learning programme. NQF level: 8 (120 credits) FPI accreditation: The Financial Planning Institute of Southern Africa has approved USB as an education provider for this programme. Learn-while-you-earn format: Evening classes twice a week over 1 or 2 years Language: English (although students may answer assessments in Afrikaans) 10

PROGRAMME STRUCTURE The programme consists of four compulsory modules, each worth 30 credits. Modules 1, 2 and 3 have to be successfully completed in order to gain entrance to Module 4, the Case Study. Modules 1 and 3 are presented in the first semester of the academic calendar, and Modules 2 and 4 in the second semester. Students have the option to complete the modules in one or two years. Postgraduate Diploma in Financial Planning SAQA ID: 71690, NQF 8 Module code Module name Status Credits Dates 711 Financial Planning Environment Compulsory 30 Term 1 713 Corporate Financial Planning Compulsory 30 Term 2 742 Personal Financial Planning Compulsory 30 Term 3 744 Case Study Compulsory 30 Term 4 120 DURATION The programme content is covered in four modules. The modules are presented consecutively. This makes it is possible for students with extensive experience in financial planning to complete the four modules within one year. WHO SHOULD ENROL? The Postgraduate Diploma in Financial Planning is a specialised programme aimed at helping you obtain CERTIFIED FINANCIAL PLANNER (CFP ) professional accreditation. It is therefore aimed at professionals already employed in the financial services industry but who would like to further their career paths. ASSESSMENT AND RECOGNITION OF PRIOR LEARNING USB provides wider access to its programmes through its Assessment and Recognition of Prior Learning (ARPL) process. In line with the requirements of the Council for Higher Education (CHE), USB may admit up to 10% of its student body under ARPL. Prospective students applying for the Postgraduate Diploma in Financial Planning at USB have to adhere to the following: 1. Have at least an Advanced Certificate in Financial Planning at NQF 6. 2. Have at least FIVE years of relevant working experience after obtaining a school leaving certificate. 3. Submit a comprehensive CV, indicating detailed areas of responsibility as well as information of activities outside the work environment. 4. Provide USB with at least two references (typically current or former line heads) who can testify about the candidate s managerial or related professional abilities. These references will be required to give a detailed personal reference about the candidate on forms provided by USB. 11

5. Next, USB s Admissions Committee (head of the programme and another academic) will conduct an in-depth interview with the candidate. 6. If the Committee is of the opinion that the candidate has the abilities to cope with the demands of the Postgraduate Diploma, he/she may be admitted. 7. A recommendation of admission is sent via USB s Academic Planning Committee to the Board of the Faculty of Economic and Management Sciences for notification. 8. Note that ARPL candidates need to apply by 31 October each year to allow sufficient time for the assessment process. COURSE CONTENT Module 711: Financial Planning Environment This module provides a broad overview of the field of financial planning. The principles and practices of financial planning and personal financial management are first addressed. This includes a review of the regulatory environment for financial planners. Students will also be familiarised with financial calculations and the concepts of the time value of money. The remainder of the module is devoted to tax planning and offers a detailed look at the Income Tax, Capital Gains Tax, Donations Tax and Estate Duty consequences for an individual. Module 742: Personal Financial Planning This module equips students with the theoretical knowledge and practical skills to conduct a financial planning exercise for a client. It comprises four units: In the first unit, the student will acquire in-depth knowledge of the structure, nature and tax of estate planning tools, including the law and taxation of trusts. The second unit comprises retirement planning, which also includes the tax implications of retirement, death and divorce. The third unit is designed to address the investment needs of the client. The last unit incorporates risk management and differentiates between short-term and long-term insurance as part of the insurance planning exercise. Module 713: Corporate Financial Planning This module focuses more on the corporate aspects of the employer-employee relationship. The first focus area is on business planning, which includes the taxation of different business entities. Next, the focus shifts to employee benefits and specifically retirement funds. The module concludes with an analysis of the health care system in South Africa, including the tax implications of medical expenses. Module 744: Case Study The programme culminates in a Case Study, where students are expected to integrate the knowledge acquired in the first three modules in order to prepare a comprehensive financial plan for a client. This module prepares students for the FPI s Professional Competency Examination. 12

TIMETABLES AND DEADLINES DATES FOR 2018 16 January 4 December 2018 (Tuesday and Thursday evening classes, from 18:15 21:15) Deadlines for applications South African students: fully subscribed for 2018 ARPL candidates: fully subscribed for 2018 Selection process The selection process will be conducted during the first few weeks of November. Students will only be notified of the success of their application by mid-november 2017. Please note that no correspondence will be entered into regarding students application before this date. Important Timetable changes: USB reserves the right to change dates of the lecture schedule or subjects per term table. Students will be informed of any changes in good time. Late applications: USB will do everything possible to accommodate applications submitted after the closing date. 13

PROGRAMME FEES Programme fees for 2018 Total Students from South Africa R48 518 Students from Southern African Development Community (SADC) countries R52 213 Students from the rest of Africa (non-sadc) R56 328 Students from the rest of the world R99 708 Deposit payable on acceptance of admission Students from South Africa R9 200 Students from Southern African Development Community (SADC) countries R26 107 International students from the rest of Africa (non-sadc countries) R28 164 International students from the rest of the world R49 854 International tuition fee International students from the rest of the world R43 380 Application fee Application fee (non-refundable; applicable to all students) R670 Notes South African students can pay the full programme fees upon registration or they can pay 75% of the annual fees by the end of May and the balance of 25% by the end of September. Deposit: All students pay a deposit on acceptance of admission. Foreign students need to pay a deposit of 50% of the annual programme fees on acceptance to the programme and the balance prior to, or upon registration. The deposit is deducted from the programme fee. The deposit payable is non-refundable. Application fee: The application fee must accompany the application. The application fee is not refundable. 1 = about R14.48; US$ 1 = about R12.94 (29 May 2017). Students are responsible for their own travel and accommodation arrangements and costs. USB reserves the right to change the fees at any time. 14

HOW TO APPLY ADMISSION REQUIREMENTS The entry requirements into the Postgraduate Diploma in Financial Planning are as follows: Regular applicants: Bachelor s degree at NQF level 6 (old) or 7 (new) or equivalent ARPL candidates: An Advanced Certificate in Financial Planning at NQF level 6 with at least 5 years work experience (please refer to USB s ARPL policy for this option). Applicants are requested to submit details of employment for the previous ten years. HOW THE APPLICATION PROCESS WORKS Before you start You will be able to complete the form in steps without losing information. The online application form consists of various sections. In order to process to the next section, all the information in the current section must be completed and accepted by the information management system. The application process is the same for South African and foreign students. It is best to use Google Chrome as web browser when completing your application. The application process Go to www.usb.ac.za/apply and complete the online Postgraduate Diploma in Financial Planning application form by completing each of the following sections: Section 1: Personal details Section 2: Address details Section 3: Work and studies Section 4: Marketing Section 5: Documentation Upload the following supporting documentation: Completed and signed application form Certified copies of all academic records and degree/diploma certificates Proof of application fee payment Detailed CV A copy of your ID (or passport for non-south African students) A marriage certificate (where the applicant s new surname does not match that on the degree certificates) 15

Section 6: Payment of application fee Application fee: Bank: Standard Bank; Type of account: cheque account; Account name: US Business School; Account number: 073003069; Branch name: Stellenbosch; Branch code: 050610; Beneficiary name: Stellenbosch University; SWIFT code: SBZAZAJJ. Proof of payment of your application fee and SHL fee should be e-mailed to the cashier at payments@usb.ac.za. Section 7: Status What happens next? Your application can only be assessed by the selection panel if it is accompanied by your completed online application form, all the supporting documents and proof of your application fee payment. The selection process will be conducted during the first weeks of November. Students will only be notified of the success of their application by mid-november. Please note that no correspondence will be entered into regarding students application before this date. Career path options Career path options with a Postgraduate Diploma in Financial Planning from USB: Bachelor s degree (NQF 7) OR Advanced Diploma in Financial Planning (NQF 6) + work experience Postgraduate Diploma in Financial Planning (NQF 8) at USB Pass the FPI s Professional Competency Exam Obtain the CFP designation Take your career to the next level: Enrol for an MBA (NQF 9) at USB 16

MORE ABOUT USB USB S PORTFOLIO OF PROGRAMMES Business Management: Postgraduate Diploma, MBA, PhD Development Finance: Postgraduate Diploma, MPhil, PhD Futures Studies: Postgraduate Diploma, MPhil, PhD Management Coaching: MPhil Specialisation programmes: Postgraduate diplomas in Leadership Development, Project Management and Financial Planning Other programmes: Executive development programmes (USB-ED); Doctoral research training ACCREDITATION, MEMBERSHIPS AND ACKNOWLEDGEMENTS International recognition Three international accreditations: USB has the Triple Crown of international accreditations: AACSB (accredited since 2012), EQUIS (accredited since 2000) and AMBA (accredited since 2002). USB was the first business school from an African university to obtain all three these accreditations. USB is the only school in Africa with the highest level of EQUIS accreditation (5-year accreditation). Eduniversal: In 2016, for the ninth consecutive year, USB has been ranked as one of the Top 3 business schools in Africa. International and local memberships Membership of industry and governing bodies in the business school community: USA-based Association to Advance Collegiate Schools of Business (AACSB), Belgian-based European Foundation for Management Development (EFMD), the UK-based Association of MBAs (AMBA), Brusselsbased Academy of Business in Society (ABIS), South African Business Schools Association (SABSA), Association of African Business Schools (AABS), Global Business School Network (GBSN), and Central and East European Management Development Association (CEEMAN). Links with three responsible management / leadership organisations: USB is a member the EFMD s Globally Responsible Leadership Initiative (GRLI), which focuses on reframing the purpose of management education among others, and of the Global Business School Network (GBSN), which promotes management education as a critical component in successful international development strategies. USB is one of the first 100 signatories of the UN s Principles for Responsible Management Education (PRME) promoting corporate responsibility and sustainability in business education. Membership of two PhD organisations GRILI S GDA and EDAMBA: USB is a member of the European Doctoral Programmes Association in Management and Business Administration (EDAMBA). EDAMBA facilitates cooperation among doctoral programmes in Management and Business Administration and promotes research cooperation. As a member of the Globally Responsible Leadership Initiative s Global Doctoral Alliance, USB is committed to incorporating the societal dimension of business and sustainability in its PhD research. 17

National recognition and rankings Council on Higher Education: USB is fully accredited as a higher education institution by the CHE. PMR.africa rankings: USB was ranked as the No 1 school in South Africa by PMR.africa in 2016 (for the fifth consecutive year). The PMR.africa survey is conducted among employers of MBA graduates in South Africa. Financial Mail rankings: In 2016, USB and its MBA programme have been ranked among the Top 3 in Financial Mail s annual ranking of business schools by both employers and USB graduates (2015: Top 4; 2016: Top 3). This ranking is based on the overall reputation that a school enjoys among employers. According to the 2016 Financial Mail ranking, Stellenbosch is a model of consistency in terms of the school with the best overall reputation. USB FACULTY Besides its full-time and part-time academic staff, many of whom have distinguished themselves as organisational leaders, USB welcomes international academics and experts to lecture on its MBA. This gives students exposure to academic learning and real-world experience from across the globe. Find more details on USB s faculty at www.usb.ac.za. FACILITIES, RESOURCES AND SERVICES ICT facilities: These include wireless broadband internet access campus-wide, an e-learning platform, break-away rooms, network connections for notebooks and access to software packages and databases. Library: The library provides access to printed and online local and international publications, books, journals and databases (including SA-ePublications, Scopus, Ebscohost, Gartner and Emerald), as well as a repository of master s and doctoral theses (SUNScholar). See http://library.sun.ac.za. Support services: A wide range of support services to students are provided at various touch points: Career Services, Marketing Office, Admissions Office, Academic Administration, International Affairs Office and Alumni Relations Office. Business services: This facility offers e-mail, phone, photocopying, printing, courier and related services to students. Lecture theatres: All the auditorium-style and flat-floor lecture theatres are equipped with the latest audio-visual equipment and network facilities. Accommodation and restaurants: The Bellvista Lodge (www.usb.ac.za/bellvista) on the campus provides accommodation and a restaurant. Two other restaurants offer meals and refreshments. USB ALUMNI ASSOCIATION Strong roots, wide reach USB is extremely proud of its more than 26 000 alumni who have excelled in managerial and leadership roles all over the world many of them at the highest level. Various channels are used to create ongoing conversations between USB and its alumni, to provide continued learning and to harness support from alumni for students, bursaries and USB s Small Business Academy. This includes the USB Alumni Association, which has branches all over South Africa, other African regions, the UK and Europe. Together, USB and its alumni contribute to the common good of society. See www.usb.ac.za/alumni. 18

CONTACT US POSTGRADUATE DIPLOMA IN FINANCIAL PLANNING +27 (0)21 918 4246 finplan@usb.ac.za www.usb.ac.za/finplan Carl Cronjé Drive, Bellville 7530, Cape Town, South Africa Support services USB Careers Office Tel: 021 918 4148; international +27 21 918 4148; Email: careers@usb.ac.za International Affairs Office Tel: 021 918 4202; international +27 21 918 4202 Email: international@usb.ac.za Campus accommodation Tel: 021 918 4444; international +27 21 918 4444; www.usb.ac.za/bellvista USB Alumni Office Tel: 021 918 4212; international +27 21 918 4212; Email: usbalumni@usb.ac.za West African Office Prospective students from West Africa can contact USB s representative in the region for assistance with applications, transcripts and visas: Contact person: Stephanie Bishop Telephone: 2348033136294 +233233136294 E-mail: usb@clarityeducation.net Physical address: 2rd Floor, 84 Opebi Road, Opebi, Ikeja, Lagos, Nigeria East African Office Prospective students from East Africa can contact USB s representative in the region dirctly for assistance with applications, transcripts and visas: Contact person: Alex Matheri Telephone: +254 (734) 606000 (office) or +254 722 251638 (mobile) E-mail: alex.matheri@usb.ac.za Physical address: 1st Floor Suite 108, Nanak House, Kimathi Street, Nairobi Postal address: PO Box 3285-00506, Nairobi, Kenya 19

countries in AFRICA countries in EUROPE countries in ASIA WHERE USB S ALUMNI COME FROM countries in the AMERICAS AUSTRALIA and NEW ZEALAND