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FACULTY OF ECONOMIC AND FINANCIAL SCIENCES

Department of Finance
and Investment Management
BCom Honours
in Financial
Planning

Invest in Yourself – Think FINANCE


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Table of Contents
1. Rules of access 2
2. Skills-assessment opportunity 3
3. Closing date for applications 4
4. Application and selection process 4
5. Registration and fees 5
6. Commencement of Lectures 6
7. Curriculum 6
8. Language medium 7
9. Lectures and programmes 7
10. Prescribed material 7
11. Assessment 7
12. Composition of marks 7
13. Application procedures 8
14. Bridging Programme 10
15. Enquiries 10

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BCom Honours
in Financial
Planning
The primary purpose of the BCom
Honours (Financial Planning)
programme is to strengthen
the student’s knowledge and
comprehension in the disciplines of
financial planning. The programme is
comprised of a broad-based curriculum An applicant that completed the
to prepare the post-graduate student Bridging Programme in Finance
for a wide range of financial planning and that would like to apply for the
specialities. The curriculum includes BCom Honours (Financial Planning)
seven topic areas ranging from tax programme must obtain an average
planning, insurance and risk, retirement of 65% for all nine modules, with no
planning to estate planning. The module with a result of below 55%, in
programme emphasises application, order to qualify to apply. Applicants
analysis and evaluation within each that completed the Bridging
topic area as well as the application Programme in Finance MUST also
of integrity and ethics in a write the skills-assessment.
professional environment.
Applicants that do not meet the
Rules of access minimum admission requirements may
not register for the BCom Honours
Applicants in possession of (a) a BCom
(Financial Planning) programme even if
(Finance) at UJ or BCom (Financial
they are provisionally accepted based
Planning) qualification OR any related
on the selection process. This is an
qualification with a programme
academic rule as per the UJ Academic
specific minimum revised NQF level 7
Regulations (available on the UJ
competency with Financial Planning as website).
a major subject or (b) any Bachelor’s
degree together with the appropriate Meeting the minimum admission
bridging programme results or relevant requirements does not ensure
experience in the financial planning acceptance into the programme as
industry. Applicants will be required all applicants will be subjected to a
to write a skills-assessment during selection process as determined by the
November and all applications are Department of Finance and Investment
subjected to a selection process. Management.

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Skills-assessment • investments
opportunity • insurance and risk
As part of the selection process for • employee benefits
acceptance into the BCom Honours • health care
(Financial Planning) programme a • business assurance
skills-assessment opportunity has
been scheduled for all applicants The total assessment is 2 hours in
that apply. The skills-assessment length; please ensure to be at the
opportunity is one of the tools used venue before the starting time as
to select applicants for admission indicated below.
into the BCom Honours (Financial Applicants do NOT need to study
Planning) programme. Applicants specifically for the skills-assessment
must please note that the writing of opportunity as it will assess
the skills-assessment is compulsory embedded knowledge of the above
for all applicants (there will be no topics at an undergraduate level.
exceptions). If applicants would like to prepare
Applicants that do not write the skills- for the assessment opportunity,
assessment will not be considered they could revise the fundamental
for the BCom Honours (Financial aspects of the above topics covered
Planning) programme. Applicants in the undergraduate syllabus. As the
will NOT be granted a second or BCom Honours (Financial Planning)
special opportunity to write the skills- programme is only offered in English,
assessment opportunity at a later date. the skills-assessment opportunity can
only be written in English.
Two dates have been scheduled to
write the skills-assessment opportunity. Applicants must write the skills-
Applicants may select either date to assessment for both their first and
write, but may write only once. second choice in case they are not
successful in either one application.
The skills-assessment opportunity will
consist of multiple choice questions at Applicants should bring proof of
NQF 7 level, addressing the following identity (ID or student card), writing
topics, of relevance relating to the materials (pencil, sharpener and
BCom Honours (Financial Planning): eraser) and a financial calculator to the
assessment opportunity. Applicants
• Regulatory environment (FAIS and must know their student number, as
FICA)
only your student number and surname
• financial calculations will be written on the answer sheet.
• income tax Paper will be provided. The details of
• retirement planning the skills-assessment opportunity are
as follows:
• estate planning (including trusts,
matrimonial property, law of
succession)

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Option 1 Option 2
Date: TBA Date: TBA
Time: TBA Time: TBA
Venue: TBA Venue: TBA

NOTE: Applicants can ONLY attend and write the skills assessment once on
either of the dates provided. Ensure to be at the venue 15 minutes prior to
the starting time.

Closing date for All prospective applicants will be


applications subjected to a selection process. The
selection process includes the skills-
The closing date is 30 September
assessment opportunity which will
2016 for foreign (i.e. non-South
take place during November (dates
African residents) applicants and
stated above) and is compulsory
31 October 2016 for South African
for all applicants. The details of the
resident applicants for study in the
skills-assessment will be confirmed
following year. All foreign applicant’s
with applicants via the e-mail address
(i.e. international applicants) applying
provided on their application (Please
should consult with the International
ensure that you provide the correct
Admissions Office at the University of
email address when submitting your
Johannesburg on
application). Prospective applicants
011 559 4517 or visit:
must please note that there will only
http://www.uj.ac.za/EN/STUDYATUJ/
be two rounds of skills-assessment
INTERNATIONAL/Pages/home.aspx.
opportunities in November.
Application and
selection process
Applications can be done in one of
two ways, either online or manually
via a paper based application form.
More information regarding the
application process is available
from: http://www.uj.ac.za/EN/
StudyatUJ/StudentEnrolmentCentre/
ApplicationProcess/Pages/home.aspx
Failure to submit all the required
documentation or submitting your
application late will result in your
application not being considered for
the BCom Honours (Financial Planning)
programme.
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All applicants who wish to apply Sciences at A Ring 2. A registration
for the BCom Honours (Financial deposit must be paid early January
Planning) programme are required to each year.
submit, along with their application
Full time applicants will register for all
forms, a short written motivation (not
of the eight modules in 2017, while
longer than one page) as to why they
part-time applicants will register for the
plan to enrol for the BCom Honours
eight modules over a two year period.
(Financial Planning) programme, and
why they should be selected. More information regarding the
fees (excluding the module fees) is
Applicants that are not successful
in their application for the BCom available from: http://www.uj.ac.za/
Honours (Financial Planning) EN/StudyatUJ/StudentFinance/Fees/
programme will be routed to the Pages/home.aspx
Bridging Programme in Finance.
Commencement
Please consult the information
of lectures
document regarding the Bridging
Programme in Finance. BCom Honours (Financial Planning)
lectures will commence the first week
Registration and fees of February 2017. Successful applicants
Registration details for the BCom will be supplied with a detailed
Honours (Financial Planning) programme, timetable and booklist
programme will be communicated when they receive their acceptance
to successful applicants. Please letters via email.
do not contact the department
regarding your application status
as the department does not deal
with administration of applications
and registrations. Application and
registration admin is dealt with by the
Faculty of Economic and Financial

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Curriculum offered in the evenings for both full-
time and part-time students. Applicants
The BCom Honours (Financial Planning)
have to pass all eight modules
programme is presented on a full-time
independently to graduate with the
basis over one year and on a part-
BCom Honours (Financial Planning)
time basis over two years. All modules
degree.

Module information:
Module Code Semester If Part-Time
Research Project Financial Planning RPP8X00 Year Module
Insurance & Risk Management IRM8X01 1 Year 2
Investment Planning INP8X01 1 Year 2
Income Tax Planning ITN8X01 1 Year 1
Estate Planning EST8X02 2 Year 1
Integrated Financial Planning IFP8X02 2 Year 2
Retirement Planning RPL8X02 2 Year 1

*The module and module content for the 2016 programme may be amended.
The BCom Honours (Financial Planning) is accredited by the Financial Planning
Institute of Southern Africa (FPI). Upon completion of the BCom Honours (Financial
Planning) the student will be eligible to write the Professional Competence
Examination (PCE). Once the exam has been passed along with the relevant work
experience the student will qualify to become a Certified Financial Planner (CFP®)
and become a member of the Financial Planning Institute of Southern Africa (FPI).

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For detailed module outcomes please The reading of financial books,
consult the Faculty of Economic and magazines, daily and weekly
Financial Science 2017 year book on newspapers, e-reading and following
curricular programmes: http://www. daily news and business news and
uj.ac.za/EN/Faculties/ecofin/YearBook/ events on television has proven to
Documents/2014%20FEFS%20UG%20 be of great value in the past. The
and%20PG%20Yearbook.pdf creation of a reading ethic outside of
the BCom Honours (Financial Planning)
Language medium curriculum is of critical importance in
Lectures and examinations will only be being a successful student and future
presented in English employee.

Lectures and programmes Assessment


Lectures will be presented by full- Students will complete a number of
time academics and occasional guest assessments throughout the duration
lecturers. Accepted applicants are of each module. Assessments may
expected to attend lectures regularly take the form of written assessment
and an attendance register may be opportunities (i.e. tests), as well as
taken at each class. The programme class assessments, assignments and/or
is not suitable for distance learning or projects. A last assessment opportunity
correspondence applicants. in the form of an examination will be
completed at the end of each module.
In addition to lectures, there might be
tutorial classes to assist students with Composition of marks
the material covered in the lecture.
Details of the tutorial classes will be Your studies are your responsibility.
communicated by the lecturer at the Although the lecturers share that
start of each module. responsibility with you, you will
determine how well or poorly you
Prescribed material perform in each module and your
degree. You have to ensure that you
The prescribed textbook for each
prepare for, and attend classes, make
module will be communicated
use of consulting hours and set up
to successful applicants in their
appointments to discuss subject matter
acceptance letters. The prescribed
that is not clear, study and
textbook is by no means sufficient to
write assessments throughout
pass each specific module. Various
the academic year.
sources of information will have to be
combined to pass each module, i.e.
formal lectures, class discussions, the
Internet (including Ulink) and your own
research.

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Each module lecturer will publish Assessment activities such as
their module mark calculation in written assessments (i.e. tests), class
the module work programme at the assessments, assignments, and/or
commencement of the module on projects will constitute the module
uLink (https://ulink.uj.ac.za/index.html) mark, as outlined above.
and in the module work programme. Application procedures
Please note: You may be expected to
write unannounced class tests during Applications for the 2017 academic
the semester. Your final module mark year will close on 31 October 2016. The
selection process will take place during
will be calculated as follows:
November and students will be advised
• A module mark of at least 40% of the outcome during December.
is required for admission to the
No late application will be
last assessment opportunity
considered. Each student needs to
(examination)
submit a completed application form
• Students that do not obtain a via the UJ online application portal
module mark of 40% and above, available at:
will not be allowed to write the last http://www.uj.ac.za/apply
assessment opportunity.
• Module marks will count 50%
towards the final mark
• The last assessment will carry a
weighting of 50% towards the final
module mark
• A final mark for each module of 50%
or above must be achieved to pass
a module
• A student passes a module with
distinction if he/she obtains a final
mark of at least 75%
If a combined weighted average of
75% is obtained for all modules in the
BCom Honours (Financial Planning)
programme, the degree will be
awarded with distinction.

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Online applications are preferred, • Certified copy of an official
however manual applications will academic record and certificate
also be considered. of conduct issued by your
undergraduate university (if you
All prospective applicants that wish are currently completing your
to enroll for the BCom Honours undergraduate studies, then your
(Financial Planning) MUST submit the most recent academic record). The
following documents before the above academic record and certificate of
deadlines: conduct submitted MUST include
all courses taken by a prospective
• Certified copy of identity document student (i.e. not only a list of courses
(or passport if foreign student); passed). Failure to submit a full list
• Certified copy of your Grade 12 of courses taken may disqualify a
(matric) certificate; prospective student;
• Certified copy of your degree • A short written motivation as to why
certificate (if you have already you think you should be selected
completed your undergraduate for the BCom Honours (Financial
degree); Planning) programme;
• SAQA evaluations certificate if your
highest academic qualification was
not obtained at a South African
university;

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• Status applications form (if your Enquiries
highest academic qualification
was obtained from an institution For general departmental information
other than UJ or the former RAU or please consult the departmental
TWR). The status application form website:
is available from: http://www.uj.ac. http://www.uj.ac.za/EN/Faculties/
za/EN/Faculties/ecofin/application/ ecofin/fininvestman/Pages/default.
Pages/default.aspx aspx.
If all the above documentation is All enquiries related to the above
not submitted before the last Friday content should be addressed to:
of October applications will not be dfiminfo@uj.ac.za
considered

Bridging Programme
Candidates that are interested in doing
the BCom Honours (Financial Planning)
degree but did not meet the minimum
admission requirements can complete
a bridging programme. Details
regarding the bridging programme is
available on:
http://www.uj.ac.za/EN/
Faculties/ecofin/fininvestman/
coursesandprogrammes/Pages/
default.aspx

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