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

Programme overview

This qualification is designed for those needing a full qualification for FAIS Fit and Proper purposes, new entrants to the insurance/financial planning industry seeking knowledge, and individuals aiming to apply for the Registered Financial Practitioner® (RFP®) designation from the FPI. The primary purpose of the Higher Certificate in Financial Planning is to equip students with the knowledge and skills they need to operate ethically and responsibly as financial advisers, and to be able to respond to the challenges of the economic environment and the changing nature of the financial services industry. (NQF 5, SAQA ID 96751, 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 Introduction to Financial Planning Environment, Financial Planning Income Tax, Risk Planning, Retirement and Investment Planning, Retirement Funds, Wills and Administration of Deceased Estates, Health Planning, Retirement Funds Administration.

Official programme page

Application information

Entry requirements

Admission requirements For entry into the Higher Certificate, candidates require a Senior Certificate (SC) or a National Senior Certificate (NSC), as certified by Umalusi, with at least a pass in English, the language of instruction at Milpark Education.

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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