Postgraduate Diploma in Financial Planning

Introduction

Are you ready to elevate your expertise in financial planning and offer professional services to a diverse range of clients? Whether you're aiming to become a Certified Financial Planner® or already working in the field and seeking to advance, Milpark Education’s Postgraduate Diploma in Financial Planning is your pathway to success.

Next Start Date

7 January 2025

Duration

18 Months

NQF Level

SAQA ID

76349

Credits

120

Introduction

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About the Programme

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 for the FPI’s Professional Competency Examination for CFP® Certification.

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.

Milpark Education is an FPI Recognised Educational Provider™, offering qualifications that align with the Financial Planning Institute of Southern Africa’s standards. The FPI, an affiliate of the Financial Planning Standards Board (FPSB), licenses the CFP® marks in South Africa. For more details, visit www.fpi.co.za.

Programme Structure

Induction to Financial Planning
Financial Planning Environment
Risk and Estate Planning
Retirement Planning
Investment Planning
Corporate Financial Planning
Case Study

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

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Applicants require a Bachelor’s degree at NQF Level 6 or 7.

Minimum Admission Requirements

In addition to the relevant Bachelor’s degree, applicants require and 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 Applicants with insufficient or outdated tax knowledge must complete the Induction to Financial Planning (INDFP1-8) and Financial Planning Environment (PGFPEN-8) modules before registering for further modules.

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Resources and Support Information

Factsheet

Download our factsheet for everything you need to know about our Postgraduate Diploma in Financial Planning.

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Textbooks

Access the full textbook list to ensure you have all required materials for your studies.

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Fees and Payment Terms

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

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Timetable

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

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Technology Requirements

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Distance Learning Online

Milpark’s instructor-led online programmes offer flexible learning, as well as access to all content, activities, and assessments in our virtual learning environment. You’ll receive milestones to ensure you are focused, and regular online engagement with lecturers to support your learning. For certain modules, you can also attend live classes or watch recordings at your convenience and be part of the online community of students.