Trainee Financial Planner
About the role
Trainee Financial Planner Programme, 2026 Intake (Gauteng & Cape Town) BDO Wealth Advisers (www.bdowealth.co.za) has an opportunity for Financial Planning Postgraduate/Honours students to join the BDO Financial Planner Trainee programme , towards becoming a CFP® Professional. We will be onboarding trainees in both Johannesburg and Cape Town.
The Traineeship is a 2-year contracted position and subject to performance and the achievement of the FPI Capstone Course and/or Financial Plan (previously the PCE Board Exams).
What This Traineeship Offers
- This program offers comprehensive training and development experience, providing exposure to various system platforms, life skills, and practical case studies. Participants will also gain valuable technical and practical knowledge from an FPI Approved Professional Practice, guided by a team of senior Financial Planners and Para-planners.
- Exposure to client meetings and events.
- Additional project work and associated functions to further expand your knowledge & skills within the profession and corporate world.
Minimum Requirements To Apply
- B.Com (Honours) in Financial Planning or equivalent.
- Post Graduate Diploma in Financial Planning (If Honours have not been obtained).
- Students in process of completing their academic qualifications during 2025 may also apply, but proof of final passing of the Honours or Post Graduate qualification will be required by December 2025 to be considered for the contract traineeship.
- Willing to work towards sitting and passing the FPI Financial Plan (previously the Board exam) for admittance to the CFP® designation (this is a compulsory contractual requirement).
- Prepared to study for and pass the FAIS Regulatory Exam 5 for Representatives. Measurement of Performance:
- Demonstrates a strong ambition to become a Financial Planner and understands the demands of building a career in this challenging profession.
- Possesses solid knowledge of the Financial Planning Industry, including financial products, planning concepts, investments, taxation, and general financial analysis.
- Capable of effectively managing workload and meeting the expectations set by the assigned Financial Planners.
- Maintains a work ethic that prioritizes accuracy and adherence to specified turnaround times.
- Commits to completing academic requirements within the contracted 2-year period.
#BM
About BDO South Africa
Audit | Advisory | Tax The South African member firm of BDO International - The Leader for Exceptional Client Service since 1963
BDO clients experience a distinctive level of service, built on exceptional relationships and a deep understanding of their business. It is these relationships and in-depth understanding that enables us to serve our clients better, thereby meeting their immediate needs and long term ambitions.
We provide solutions that are practical and workable, and not overcomplicated by unnecessary process. Our client service teams comprise accounting and business advisers who not only understand the domestic market, but who also have access to a global network in 162 countries that can deliver a seamless and reliable level of service.
As a leading mid-size professional services firm in South Africa and part of the global BDO organisation - we are capable of competing with the larger firms but are still small enough to care. We are agile, innovative and dynamic, thereby allowing us to adapt to each client's particular needs because "what matters to you, matters to us".
There is a growing need for additional choice in the provision of professional services. BDO is the obvious alternative.
Trainee Financial Planner
About the role
Trainee Financial Planner Programme, 2026 Intake (Gauteng & Cape Town) BDO Wealth Advisers (www.bdowealth.co.za) has an opportunity for Financial Planning Postgraduate/Honours students to join the BDO Financial Planner Trainee programme , towards becoming a CFP® Professional. We will be onboarding trainees in both Johannesburg and Cape Town.
The Traineeship is a 2-year contracted position and subject to performance and the achievement of the FPI Capstone Course and/or Financial Plan (previously the PCE Board Exams).
What This Traineeship Offers
- This program offers comprehensive training and development experience, providing exposure to various system platforms, life skills, and practical case studies. Participants will also gain valuable technical and practical knowledge from an FPI Approved Professional Practice, guided by a team of senior Financial Planners and Para-planners.
- Exposure to client meetings and events.
- Additional project work and associated functions to further expand your knowledge & skills within the profession and corporate world.
Minimum Requirements To Apply
- B.Com (Honours) in Financial Planning or equivalent.
- Post Graduate Diploma in Financial Planning (If Honours have not been obtained).
- Students in process of completing their academic qualifications during 2025 may also apply, but proof of final passing of the Honours or Post Graduate qualification will be required by December 2025 to be considered for the contract traineeship.
- Willing to work towards sitting and passing the FPI Financial Plan (previously the Board exam) for admittance to the CFP® designation (this is a compulsory contractual requirement).
- Prepared to study for and pass the FAIS Regulatory Exam 5 for Representatives. Measurement of Performance:
- Demonstrates a strong ambition to become a Financial Planner and understands the demands of building a career in this challenging profession.
- Possesses solid knowledge of the Financial Planning Industry, including financial products, planning concepts, investments, taxation, and general financial analysis.
- Capable of effectively managing workload and meeting the expectations set by the assigned Financial Planners.
- Maintains a work ethic that prioritizes accuracy and adherence to specified turnaround times.
- Commits to completing academic requirements within the contracted 2-year period.
#BM
About BDO South Africa
Audit | Advisory | Tax The South African member firm of BDO International - The Leader for Exceptional Client Service since 1963
BDO clients experience a distinctive level of service, built on exceptional relationships and a deep understanding of their business. It is these relationships and in-depth understanding that enables us to serve our clients better, thereby meeting their immediate needs and long term ambitions.
We provide solutions that are practical and workable, and not overcomplicated by unnecessary process. Our client service teams comprise accounting and business advisers who not only understand the domestic market, but who also have access to a global network in 162 countries that can deliver a seamless and reliable level of service.
As a leading mid-size professional services firm in South Africa and part of the global BDO organisation - we are capable of competing with the larger firms but are still small enough to care. We are agile, innovative and dynamic, thereby allowing us to adapt to each client's particular needs because "what matters to you, matters to us".
There is a growing need for additional choice in the provision of professional services. BDO is the obvious alternative.