Postgraduate Diploma in Financial Planning at Milpark Education (Pty) Ltd

Programme overview

This qualification is designed for those aiming to become expert financial planning practitioners, offering services to individual and corporate clients, and for those seeking to qualify as a CFP® professional. The Postgraduate Diploma in Financial Planning will equip you with the expert knowledge and professional skills required by practitioners in the financial planning sector. You will be competent to provide financial planning services to a wide range of individual and corporate clients. (NQF 8, SAQA ID 76943, 120 credits.)

Duration: 18 Months | Study mode: distance | Intake: 12 January 2027 | Location: Cape Town, Western Cape, South Africa

What you will study

Modules listed on the programme page include Induction to Financial Planning, Financial Planning Environment, Risk and Estate Planning, Retirement Planning, Investment Planning, Corporate Financial Planning, Case Study.

Official programme page

Application information

Entry requirements

Applicants require a Bachelor’s degree. In addition to a relevant Bachelor’s degree, applicants require a pass in Matric mathematics (higher grade) or a C symbol (standard grade). Post-matric studies demonstrating required math skills are considered. A detailed CV of the last ten years’ employment is required for curriculum planning. Those without extensive financial planning experience must complete the qualification over two years. Applicants whose tax knowledge is outdated, will only be allowed to register for the other modules after passing Induction to Financial Planning and Financial Planning Environment.

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: Financial Planning 12 January 2027; Investment Management 19 January 2027; Accounting (CTA) and Risk Management 1 February 2027; Taxation 8 February 2027; Banking, Business Administration and Public Administration 9 February 2027.

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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