Advanced Certificate in Financial Planning at Milpark Education (Pty) Ltd

Programme overview

This qualification is designed for candidates needing full qualifications to meet FAIS requirements, new entrants to the insurance or financial planning industry, and those seeking the FSA® designation awarded by the FPI Institute. The Advanced Certificate in Financial Planning equips students with the knowledge and skills needed by expert practitioners in the financial planning sector. It prepares them for further studies and accommodates those already employed in the field. (NQF 6, SAQA ID 96750, 120 credits.)

Duration: 1 Year | Study mode: distance | Intake: 2 March 2027 | Location: Cape Town, Western Cape, South Africa

What you will study

Modules listed on the programme page include Legal Aspects of Financial Planning, Taxation for Financial Planners, Corporate Financial Planning for Financial Planners, Personal Financial Planning for Financial Planners, Practical Application (Case Study) for Financial Planners, Trust Law, Business Management for Financial Planners.

Career pathways

Graduates gain essential skills, knowledge, and attitudes for employment and advancement in financial planning.

Official programme page

Application information

Entry requirements

Applicants require a relevant Higher Certificate, National Certificate or Bachelor’s degree. In order to be admitted to this qualification, applicants should have completed: The Milpark Education Higher Certificate in Financial Planning (at NQF Level 5); or A National Certificate in Wealth Management or another relevant accredited NQF Level 5 qualification; or An appropriate, accredited Bachelor’s degree.

Tuition is charged per module, so the total depends on the modules you register for each year. Current fees are listed in the official fee schedule.

Next start dates: Higher Certificate and Advanced Certificate in Management 2 February 2027; Higher Certificate in Financial Products 22 February 2027; Financial Planning and Short-Term Insurance certificates 23 February to 2 March 2027; Banking Services certificates 20 October 2026.

Admission closing dates are set per programme in the programme timetable and on each programme page. Late applications are only considered for the following semester. Application reviews are completed within five days for career-aligned programmes.

Apply through the official page: https://www.milpark.ac.za/how-to-apply/

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