The Milpark School of Financial Planning & Insurance offers the latest in Continuous Professional Development (CPD). These online Programmes are designed with the practitioner in mind, and will ensure that Representatives, Financial Services Providers and Key Individuals are up to date with the latest in industry best practice.
Milpark Education is an approved provider of Continuous Professional Development (CPD) training by the Financial Planning Institute of South Africa.
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This is an activity that is, accredited by a Professional Body; allocated an hour value or a part thereof by that Professional Body; and verifiable. It excludes an activity performed towards a qualification; and product specific training.
Who needs it?
FSPs, key individuals and representatives
By when is it effective?
Will be effective as from 1 June 2018 and then candidates will have a 12 month period to adhere to requirements.
Who is excluded?
Continuous Professional Development, as a competency requirement of the FAIS Act’s Fit and Proper Requirements, aims to ensure that financial services providers, key individuals and representatives maintain their required competence. The CPD cycle runs from 1 June to 31 May of every year.
The following table sets out the requirements*:
An FSP, key individual and representative who renders, manages or oversees financial services in respect of: | Minimum hours of CPD activities to be completed per CPD cycle: |
A single sub-class of business within a single class of business | 6 hours |
More than one subclass of business within a single class | 12 hours |
More than one class of business | 18 hours |
*Requirements as set out in BN194 of 2017
Milpark Education offers a bouquet of two-hour, six-hour and four-week online short programmes relevant to the functions of the FSP, KI and Representative.
List of Modules | |
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Financial Planning Programmes | |
Online Short Programme: Administration of Deceased Estates (CPD) | ADME1-OS |
Online Short Programme: Consequences of Non-Disclosure (CPD) | CONND1-OS |
Online Short Programme: Constructing a Client Portfolio (CPD) | CCPOR1-OS |
Online Short Programme: Cultural Diversity in Financial Planning (CPD) | CDFPL1-OS |
Online Short Programme: Disability Cover (CPD) | DISCO1-OS |
Online Short Programme: Employee Benefits and Client Engagements (CPD) | EBCEN1-OS |
Online Short Programme: Employee Benefits: Risk and Structuring of Risk Benefits (CPD) | EMBEN1-OS |
Online Short Programme: Ethical Investments (CPD) | EINVE1-OS |
Online Short Programme: Ethics Cases for Financial Planners (CPD) | ECAFP1-OS |
Online Short Programme: FICA Annual Update (CPD) | FICAU1-OS |
Online Short Programme: Forex Investments (CPD) | FINV2C-OS |
Online Short Programme: Fraud Detection and Prevention (CPD) | FDPREV-OS |
Online Short Programme: Global Investment Strategies (CPD) | GISTR1-OS |
Online Short Programme: Health Services Benefits (CPD) | HSBEN2C-OS |
Online Short Programme: Investment Planning (CPD) | INPLA1-OS |
Online Short Programme: Investment Planning for Business Owners (CPD) | IPLBU1-OS |
Online Short Programme: Investments (CPD) | IVES2C-OS |
Online Short Programme: Long-term Insurance (CPD) | LINS2C-OS |
Online Short Programme: Pension Fund Benefits (CPD) | PBEN2C-OS |
Online Short Programme: Practice Management (CPD) | PMANA1-OS |
Online Short Programme: Regulatory Requirements for Replacements (CPD) | RRREP1-OS |
Online Short Programme: Risk and Business Assurance (CPD) | RBIN1-OS |
Online Short Programme: Short-term and Long-term Deposits (CPD) | STLD2C-OS |
Online Short Programme: Short-term Commercial Lines (CPD) | STCO2C-OS |
Online Short Programme: Short-term Personal Lines (CPD) | STPE2C-OS |
Online Short Programme: Social Media Use (CPD) | SMEDU1-OS |
Online Short Programme: Social Media Use for Financial Planners (CPD) | SMUFP1-OS |
Online Short Programme: Social Media Use for Key Individuals (CPD) | SMUKI1-OS |
Online Short Programme: Structured Deposits (CPD) | SDEP2C-OS |
Online Short Programme: Tax and Retirement Funds (CPD) | TACRF1-OS |
Online Short Programme: Tax-free Savings Accounts in Financial Planning (CPD) | TSAFP1-OS |
Online Short Programme: The POPI Act (CPD) | PAPAC1-OS |
Short-term Insurance Programme | |
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Online Short Programme: Cost of Customer Care in Short-term Insurance (CPD) | CCCSTI-OS |
Online Short Programme: Personal Lines Insurance for High-net Worth Individuals(CPD) | PLIHWI-OS |
Online Short Programme: Short-term Insurance (CPD) | STINS1-OS |
Online Short Programme: Fundamentals of Business Interruption Insurance (CPD) | FBIINS1-OS |
Online Short Programme: Parametric Insurance (CPD) | PARAI1-OS |
Online Short Programme: Protection of Personal Information Act | POPAC1-OS |
Online Short Programme: Introduction to Fire Insurance Classes | IFICL1-OS |
Online Short Programme: Introduction to Transportation Insurance | ITRAI1-OS |
Online Short Programme: Introduction to Engineering Insurance | IENGI1-OS |
Online Short Programme: Introduction to Liability Insurance | ILIAI1-OS |
Online Short Programme: Introduction to Motor Insurance | IMINS1-OS |
Online Short Programme: Legal Expenses | LEGEX1-OS |
Online Short Programme: Introduction to Aviation Insurance | IAVII1-OS |
Online Short Programme: Introduction to Marine Insurance | IMARI1-OS |
Online Short Programme: Accident & Health Insurance | ACCHI1-OS |
Online Short Programme: Introduction to Agriculture Insurance | IAGRI1-OS |
Online Short Programme: Drone Insurance | DROIN1-OS |
Online Short Programme: Personal Motor Insurance | PEMIN1-OS |
Online Short Programme: Call Centre Training | CACET1-OS |
Online Short Programme: Personal All Risks | PARIN1-OS |
Banking and Investment Short programme | |
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Online Short Programme: The Future of Banking (CPD) | FUTBAN-OS |
Online Short Programme: How Banks Generate Income (CPD) | BGENIN-OS |
Online Short Programme: Regulation in Banking (CPD) | REGUBA-OS |
List of Class of Business training content offered for the purpose of meeting the CPD requirements of the FAIS Act
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Programme Name | Programme Code | Accreditation Body: | Duration | CPD points |
Forex Investments | FINV2C-OS | FPI | 4 hours | 4 |
Health Services Benefits | HBEN2C-OS | FPI | 7 hours | 7 |
Investments | IVES2C-OS | FPI | 7 hours | 7 |
Long-term Insurance | LINS2C-OS | FPI | 10 hours | 10 |
Pension Fund Benefits | PBEN2C-OS | FPI | 4 hours | 4 |
Short-term and Long-term Deposits | STLD2C-OS | FPI | 7 hours | 7 |
Short-term: Commercial Lines | STCO2C-OS | FPI | 7 hours | 7 |
Short-term: Personal Lines | STPE2C-OS | FPI | 6 hours | 6 |
Structured Deposits | SDEP2C-OS | FPI | 6 hours | 6 |
Semester 1 & 2 |
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Admissions are always open. |