Advanced Certificate in Financial Planning

Introduction

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.

Next Start Date

24 February 2025

Duration

1 Year

NQF Level

6

SAQA ID

96750

Credits

120

Introduction

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.

About the Programme

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.

Programme Structure

  • Legal Aspects of Financial Planning
  • Corporate Financial Planning for Financial Planners
  • Personal Financial Planning for Financial Planners
  • Taxation for Financial Planners
  • Practical Application (Case Study) for Financial Planners 

Please refer to the factsheet for a detailed breakdown of modules.

  • Trust Law
  • Business Management for Financial Planners

Applicants require a relevant Higher Certificate, National Certificate  or Bachelor’s degree.

Minimum Admission Requirements

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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.

Resources and Support Information

Factsheet

Download our factsheet for everything you need to know about our Advanced Certificate in Financial Planning.  

Fees and Payment Terms

Explore a detailed fees breakdown for the Advanced Certificate in Financial Planning to plan your career investment. 

Timetable

Explore our programme schedule to effectively plan your Milpark Education journey.

Technology Requirements

Ensure you're prepared with the necessary tech requirements to optimise your online learning experience.

Learning Online

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. 

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