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 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.
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.
On completion of the Milpark Postgraduate Diploma in Financial Planning, students will gain access to the FPI Capstone Course for the CFP® Certification. The Postgraduate Diploma in Financial Planning appears on the Financial Sector Conduct Authority’s (FSCA) list of recognised qualifications for FAIS Fit and Proper purposes.
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.
