Back to All Courses
Courses › Professional Certificates › Financial Planning & Wealth Management
3 Months · BQA Accredited

Financial Planning & Wealth Management

Financial planning is the work of turning a person's income into security, and their savings into wealth.

Duration
3 Months
Format
In-Person · Online
Certification
BQA Recognised
Investment
P700 per Month x 3 (Total Fees P2,100)
Programme Overview

What this course is about.

Financial planning is the work of turning a person's income into security, and their savings into wealth. This course covers the full advisory process, from gathering client information to building a portfolio and writing the plan. It is for financial advisers, bank consultants, insurance agents and anyone who wants to manage money properly, including their own.

Course Content

01
The Financial Planning Process
02
Regulation, Ethics and Conflicts of Interest
03
Client Data Gathering and Net Worth
04
Cash Flow and Budgeting
05
Risk Profiling and Behavioural Finance
06
Time Value of Money
07
Debt Management
08
Protection Planning and the Protection Gap
09
Investment Vehicles and the Botswana Stock Exchange
10
Unit Trusts, Bonds and Offshore Investment
11
Portfolio Construction and Asset Allocation
12
Retirement Planning and Annuity Choice
13
Personal Tax Planning
14
Estate Planning, Wills and Capital Transfer Tax
15
Writing and Presenting the Financial Plan
Entry Requirements

Who can apply?

These are the minimum requirements to enrol. If you're unsure whether you qualify, our admissions team is happy to discuss your background and guide you through the application process.

EntryJunior Certificate or any prior learning.
Certification

What you'll walk away with.

BQA-Recognised Certificate of Competence

A Continuing Professional Development certificate accredited by the Botswana Qualifications Authority (BQA, ETP0087 · TVET 0000638). Recognised by employers, professional bodies, and regulators — evidence of continued professional growth and specialised skill development.

BQA · ETP0087 HRDC Registered TVET 0000638
Study Modes

Choose how you learn.

We offer flexible delivery formats so you can pursue your qualification without disrupting your life. Every mode is designed to preserve the quality of instruction and the practical, hands-on experience Granjo is known for.

Full-Time

Weekday classes completed in the standard 3-month duration, with a practice-focused approach.

Weekend

Weekend sessions designed for working professionals who cannot attend during the week.

Online

Study from anywhere with live virtual classes and digital resources.

CampusGaborone · Francistown · Online
Intakes

When can you start?

Granjo runs four intakes every year, each running for three months. Pick the intake that best fits your schedule — or check our News & Events page to see which intake is currently open for applications.

January – March

Jan – Mar intake

April – June

Apr – Jun intake

July – September

Jul – Sep intake

October – December

Oct – Dec intake

Not sure which intake is currently open for applications? Check our News & Events page for the latest intake status and application deadlines.

Fees

Investment & payment.

This is a Continuing Professional Development programme paid in three monthly instalments. Corporate group rates are available for teams of 8 or more.

P700 per Month x 3 (Total Fees P2,100)
Payable monthly over the 3-month programme
Ready to Take the Next Step?

Secure your place in the next intake.

Enroll Now
Why Choose Granjo

Built for learners who want more than a certificate.

Granjo is built for learners who want more than just a certificate — a real foundation for their future. Here's what sets it apart:

Quality Education

Learn from experienced professionals and industry experts who bring real-world insight into every lesson.

Career Focused

Courses are designed around what employers actually need, helping you build skills that translate directly into career growth.

Flexible Learning

Study at your own pace, with schedules and online options that fit around your life, not the other way around.

Supportive Community

You're never learning alone. Join a network of fellow students and mentors who support you at every step.

Whether you're starting fresh or advancing your career, Granjo gives you the tools, guidance, and community to get there.

Ready to Take the Next Step?

Secure your place in the next intake.

Enroll Now
P700 per Month x 3 (Total Fees P2,100)3 Months
Enroll Now