Navigating personal finances can be daunting for clients, with complex financial products, ever-evolving legislation, and changing personal circumstances. They need skilled financial planning practitioners to help them set priorities and make informed decisions. Milpark’s Advanced Certificate in Financial Planning equips you with the expertise to guide clients confidently.
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. Graduates gain essential skills, knowledge, and attitudes for employment and advancement in financial planning.
Milpark, an FPI-accredited education provider, offers this program, which meets the academic requirements for the Financial Services Advisor® (FSA®) designation. Additionally, experienced individuals may progress to an NQF Level 8 postgraduate qualification in financial planning, with the postgraduate diploma serving as the educational requirement for the Certified Financial Planner® designation awarded by the Financial Planning Institute of Southern Africa.
Please refer to the factsheet for a detailed breakdown of modules.
Applicants require a relevant Higher Certificate, National Certificate or Bachelor’s degree.
In order to be admitted to this qualification, applicants should have completed:
Download our factsheet for everything you need to know about our Advanced Certificate in Financial Planning.
Explore a detailed fees breakdown for the Advanced Certificate in Financial Planning to plan your career investment.
Explore our programme schedule to effectively plan your Milpark Education journey.
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Learn from anywhere with Milpark's online programmes. Access all content and assessments in our virtual learning environment, and study at your own pace with no set meeting times. You have optional live sessions and recorded classes, and lecturers on standby to assist you with all your queries in an online chat room.
