Trainee Financial Planner Programme 2027 intake| Johannesburg, Pretoria & Cape Town Start your career in financial planning with BDO Wealth Advisers ( www.bdowealth.co.za ). This programme gives Financial Planning Postgraduate and Honours students the opportunity to gain practical experience while working towards becoming a CFP® professional. Programme term: The traineeship is a two-year contracted position, subject to satisfactory performance and successful completion of the FPI CFP® Capstone course. What This Traineeship Offers
• This programme offers a comprehensive training and development experience, including exposure to system platforms, life skills and practical case studies. Participants will gain valuable technical and practical knowledge within an FPI Approved Professional Practice, guided by senior Financial Planners and Paraplanners.
• Exposure to client meetings and events.
• Additional project work and associated responsibilities to broaden your knowledge and skills within the profession and the corporate environment. Minimum Requirements To Apply
• B.
Com (Honours) in Financial Planning or equivalent.
• Postgraduate Diploma in Financial Planning, if an Honours qualification has not been obtained.




• Students in the process of completing their academic qualifications during 2026 may also apply. Proof of final completion of the Honours or Postgraduate qualification will be required by December 2026 to be considered for the contracted traineeship.
• Willing to register for and successfully complete the FPI CFP® Capstone course as part of the pathway towards the CFP® designation. This is a compulsory contractual requirement.
• Prepared to study for and pass the FAIS Regulatory Examination 5 for Representatives. Measurement of performance
• Demonstrates strong ambition to become a Financial Planner and understands the demands of building a career in this profession.
• Possesses sound knowledge of the financial planning industry, including financial products, planning concepts, investments, taxation and general financial analysis.
• Effectively manages workload and meets the expectations set by the assigned Financial Planners.
• Maintains a work ethic that prioritises accuracy and agreed turnaround times.
• Commits to completing all required academic and qualified requirements within the contracted 2-year period. #BM

📌 Trainee Financial Planner (Open Hall-Red Cliffe)
🏢 BDO South Africa
📍 Open Hall-Red Cliffe