Milpark’s School of Financial Services is a school for financial service professionals, run by financial services professionals. We offer high-quality, accessible online programmes from NQF Level 5 to Level 8.

With the interconnectedness of financial planning, risk and insurance, banking, and investment management, the demand for multi-skilled professionals is growing.

Milpark Education (Pty) Ltd is an FPI Recognised Educational Provider™

With the interconnectedness of financial planning, risk and insurance, banking, and investment management, the demand for multi-skilled professionals is growing.

Milpark Education (Pty) Ltd is an FPI Recognised Educational Provider™

Financial Services

A Message from the Head of Financial Services

“I’ve been in academia since 2016, educating future leaders. Previously, I spent 10 years as a Fund Manager in Investment Management. I hold a BCom in Financial Management from the University of South Africa and an MSc in Finance from the University of London.”

David Venter Head of School: Financial Services

Why Study at Milpark's School of Financial Services?

Our financial services qualifications are designed to meet your specific needs. Whether you aim to comply with the FAIS Act or start a career in the financial services industry, we’ve got you.

Recognised Endorsements

Milpark Education (Pty) Ltd is an FPI Recognised Educational Provider™. This means that our qualifications in Financial Planning aligns with the Financial Planning Institute of Southern Africa NPC (FPI)’s financial planning curriculum and Financial Planning Standards. FPI is an affiliate of the Financial Planning Standards Board (FPSB) and the CFP® CERTIFIED FINANCIAL PLANNER® and CFP® logo Mark are trademarks owed outside of the U.S by the Financial Planning Standards Board Ltd. The FPI is the marks licensing authority for the CFP marks in South Africa through a licensing agreement with the FPSB. For more information about the FPI’s standards and SAQA Registered Designations, visit www.fpi.co.za

Unlock a Successful Future with Milpark

Aspiring to become a broker, financial planner, risk manager, investment banker or wealth manager? Gain a competitive edge with industry-relevant courses taught by experts. We’ll equip you with the knowledge and skills needed to thrive in the financial services industry. Our online platform allows you to access support, live classes, and resources at your convenience, making it easier to balance your studies with other commitments. Start your journey to professional success today.

Testimonials

Hear from our students and graduates about their transformative experiences in the School of Financial Services.

Deniel Cornelissen shares her Milpark experience. Her advice: Continue, don’t stop. Perseverance and dedication pay off.

Deniel Cornelissen

AC in Banking Services

Antonio Sieni shares his Milpark PG Financial Planning journey. His advice: Just do it; don’t procrastinate.

Antonio Sieni

PGDip in Financial Planning

Follow Amanda Baloyi’s journey with our Investment Management PGDip. It transformed her career. Ready to grow yours?

Amanda Baloyi

PGDip in Investment Management

Krishna Naider, PGDip in Financial Planning graduate, shares his journey and how it opened new career doors.

Krishna Naidoo

PGDip in Financial Planning

Choose Your Programme

We offer a complete pathway from entry-level (NQF Level 5) to postgraduate studies (NQF Level 9) in financial planning, risk and insurance, banking, and investment management.

NQF 8 Postgraduate

Financial Services

Postgraduate Diploma in Banking

Next Start Date - 31 January 2025

NQF 8 Postgraduate

Financial Services

Postgraduate Diploma in Financial Planning

Next Start Date - 7 January 2025

NQF 8 Postgraduate

Financial Services

Postgraduate Diploma in Investment Management

Next Start Date - 24 January 2025

NQF 8 Postgraduate

Financial Services

Postgraduate Diploma in Risk Management

Next Start Date - 3 February 2025

NQF 7 Undergraduate

Financial Services

Bachelor of Commerce Majoring in Financial Planning

Next Start Date - 17 February 2025

NQF 7 Undergraduate

Financial Services

Bachelor of Business Administration Majoring in Banking

Next Start Date - 17 February 2025

NQF 7 Undergraduate

Financial Services

Bachelor of Commerce Majoring in Banking

Next Start Date - 17 February 2025

NQF 7 Undergraduate

Financial Services

Bachelor of Commerce Majoring in Banking and Investment Management

Next Start Date - 17 February 2025

NQF 7 Undergraduate

Financial Services

Bachelor of Commerce Majoring in Credit

Next Start Date - 17 February 2025

NQF 7 Undergraduate

Financial Services

Bachelor of Commerce Majoring in Investment Management

Next Start Date - 17 February 2025

NQF 7 Undergraduate

Financial Services

Bachelor of Commerce Majoring in Short-Term Insurance

Next Start Date - 17 February 2025

NQF 6 Certificate

Financial Services

Advanced Certificate in Banking Services

Next Start Date - 10 Jan / 17 Feb 2025

NQF 6 Certificate

Financial Services

Advanced Certificate in Financial Planning

Next Start Date - 24 February 2025

NQF 6 Certificate

Financial Services

Advanced Certificate in Short-Term Insurance

Next Start Date - 24 February 2025

NQF 5 Higher Certificate

Financial Services

Higher Certificate in Banking Services

Next Start Date - 10 Jan / 17 Feb 2025

NQF 5 Higher Certificate

Financial Services

Higher Certificate in Financial Planning

Next Start Date - 17 February 2025

NQF 5 Higher Certificate

Financial Services

Higher Certificate in Financial Products

Next Start Date - 3 February 2025

NQF 5 Higher Certificate

Financial Services

Higher Certificate in Short-Term Insurance

Next Start Date - 24 February 2025

Study via

Distance Learning

Learn from anywhere with Milpark's online programmes. Access all content and assessments in our virtual learning environment, and study at your own pace. You have optional live sessions and recorded classes, and tutors on standby to assist you with all your queries in an online chat room.

Study via

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.

Accreditations & Partnerships

The Milpark School of Financial Services has many industry relationships ranging from accreditations, to partnerships and recognitions as accredited education providers. This emphasizes the quality and relevance of our programmes.

Meet Our Team

Our team includes seasoned professionals and thought leaders dedicated to your success. They drive innovation and inspire excellence, making your learning experience a truly rewarding one.

View All

Ashley Lachenicht

Lecturer

I have a deep passion for merging both the world of financial planning and education. I strive to ensure holistic and realistic financial planning for all! I am enthusiastic about making a difference and adding value by sharing my knowledge. I’ve been working in the financial planning industry for the last ten years, adding to my years of experience and evolving knowledge.

Asithandile Gqozo

Lecturer

My ability to transform complex concepts into digestible insights and open-door policy foster a supportive learning environment where all students can thrive. I hold a BCom from Nelson Mandela University, and a Postgraduate Diploma in Investment Planning from the University of the Free State.

Brunhilde Gerber

Deputy Head of School

I strive to ignite passion in the industry and elevate service standards. I hold a BCom, an LLB, an LLM, a PGDip (Financial Planning), and an AdvDip (Trust and Estate Administration) from the University of the Free State. I am an admitted attorney of the High Court and hold the designation CFP® FPSA®.

Carlyn Collison

Senior Programme Manager

I hold a PGDip in Management Practice and have over 17 years of experience in higher education. My skill set is used in an organisational and operational capacity to add value and flexibility to the educational offerings for working students. Our team aims to provide a quality and supportive student journey that enriches the students' impact in the world.

Cephas Forichi

Lecturer

My career spans from academia to economic research. I hold a Master’s in Finance and Investment Management from the University of the Witwatersrand. My interest covers finance, investment management, financial economics and macroeconomics.

Charlene Wolmarans

Lecturer

I have over 30 years’ experience in long-term, short-term, investment and health insurance, and as a learning and development specialist. I hold a BTech in Human Resources with a major in Adult Learning and a Higher Certificate in Wealth Management. My goal is to create critical-thinking individuals who can contribute positively to society and business. 

Clint Hufkie

Junior Lecturer

I am a junior lecturer in the School of Financial Services. My passion lies in the field of financial planning, driven by a commitment to educating future professionals in this dynamic field.

David Venter

Head of School: Financial Services

I have worked in academia since 2016, after a decade as a Fund Manager in the investment management industry. I hold a Bachelor of Commerce degree in Financial Management from the University of South Africa and an MSc in Finance from the University of London.

Elmaré vd Westhuizen

Head of Department: Banking

I hold a BCom (Honours) degree and am currently studying for my Master’s. For me, education is a lifelong journey and I have been in academia for the past 14 years. Prior to that, I worked in the financial services industry for many years, servicing the banking and asset-financing needs of personal and business clients.

Gerrie van der Merwe

Head of Department: Financial Planning

I hold a BCom in Entrepreneurship, a Postgraduate Diploma in Financial Planning and a Master of Management. At Milpark, I oversee the academic delivery of the Financial Planning department. I love the fields of financial planning and academics as both are pivotal in improving the lives of the people of our wonderful country.

Jürgen Möller

Head of Department: Investments

I am an investment professional with several years' experience in investment management, financial advice, and quantitative risk management. I have been involved in academia since 2015 and hold a Master's in Statistics from Stellenbosch University. I am also a CFA® charterholder.

Leanne Ferreira

Programme Coordinator

I am a CFP® professional and a Programme Coordinator, overseeing the cohesiveness of modules within an assigned qualification and ensuring the implementation of our assessment policies and procedures. Backed by 12 years’ industry experience, I specialise in the fields of retirement and health planning.

Litho Ferreira

Junior Lecturer

I am passionate about enabling people and organisations through knowledge by blending instructional design with financial expertise. I am a learning and development professional with a BEd from Nelson Mandela University and a PGDip (Investment Planning) from the University of the Free State.

Marisa Grundling

Head of Department: Risk & Insurance

I am a highly accomplished professional (AIRMSA, FIISA) with over 10 years of experience in the risk, insurance and financial services industry. I have extensive academic experience and, as a lifelong learner, I love pushing the boundaries of what is possible using new teaching methodologies and technology.

Ronel Botes

Lecturer

Financial planning and helping students to achieve their goals is my passion. I have been in the industry for 25 years and completed my studies through Milpark Education, passing the Certified Financial Planner competency exam in 2021. This enabled me to complete my PGDip in financial planning. I am a proud member of the Financial Planning Institute.

Ruschelle Sgammini

Lecturer

I am passionate about risk management and education and believe I can make a meaningful impact. One aspect of teaching I particularly cherish, is the opportunity to inspire and empower my students, fostering a dynamic learning environment that encourages critical thinking.

Stanton Lesch

Senior Lecturer

I have been in higher education since 2015. I am the Programme Oversight Manager for the PGDip Banking. Previously, I was employed in the financial services industry where I gained exposure to employee benefits management, investment consulting and retail and private banking.

Suné van Schalkwyk

Programme Coordinator

I have been in the financial services industry for 12 years. I hold a BCom degree in Financial Planning from Nelson Mandela University and a Postgrad diploma in Financial Planning from Milpark Education. I have also completed my board exam and earned my CFP® designation. My specific focus in academia is on financial planning.

Tamsyn Gradwell

Lecturer

I like to explore new frontiers of thinking, being and learning with our students. I am a Certified Financial Planner (CFP®FPSA®) and an expert in risk, financial management, and trusts and estates. I hold a BCom from the University of Cape Town and a Postgraduate Diploma from Stellenbosch University.

Tracey Willcox

Lecturer

I hold degrees in Economics, Political Science, and Theology from Stellenbosch University and a postgraduate certificate in Adult Education from UWC. I am currently doing my MBA through Milpark. For 12 years I was in banking, teaching sales, service and management. I am privileged to be able to share my knowledge with our students.

Veronica FM Hardenberg

Lecturer

I hold a CAIB(SA) diploma in the credit field and a BCom in Banking Management. Before joining Milpark in 2014, I gained banking industry experience in Operations and Management, and specialised in Loss Control, Fraud Prevention and Operational and Compliance Risk.

Wendy Manuel

Lecturer

Qualified and experienced in commercial underwriting and portfolio management, I am passionate about learning and development in the insurance industry. My role at Milpark allows me to share that passion. I believe that short-term insurance is crucial to safeguarding our assets and financial security, as well as promoting stability and fostering resilience.

Join Our Team

Join our team of visionaries in education and make an impact that goes beyond the classroom. At the School of Financial Services, your expertise will shape the next generation of financial leaders.

How to Apply

Embarking on your journey at Milpark involves two key stages. First, if you haven’t been admitted to a qualification yet, you’ll need to apply for admission or pre-admission (if applicable) to your chosen qualification. Once admitted, you’ll proceed to the second stage of the process, which is to register for your modules for either the academic year, cycle, or semester. If your qualification spans more than one year or you can’t register for all your modules at once, you’ll have opportunities to register for further modules throughout the academic year depending on your mode of study, or when registration opens for the next academic year.

Apply for admission to the qualification
- Select your qualification
- Pay the application fee
- Upload your documents
Register for specific modules on the qualification
- Select your modules
- Upload your proof of payment

Apply Now Register Now

Frequently asked questions

To prepare you for your educational journey, learn about every aspect of academic life at our institute. Get answers to all your questions about the School of Financial Services below.

Questions

NSFAS only covers public institutions and TVET Colleges. As a private higher education institution, Milpark Education does not offer NSFAS funding. However, we provide select bursaries and work closely with Capitec to offer financial aid to prospective students. Learn more about our Capitec partnership here.

Yes, Milpark Education offers bursaries based on academic performance and financial need. Applications typically open in September and close in November for the following year. Please note, bursaries are not available for the Postgraduate Diploma in Accounting (PGDA/CTA) and Advanced Accounting (Bridging Short Course to PGDA/CTA).

Yes, at Milpark Education, our distance online learning programmes allow you to plan and structure your studies around your life and commitments. Our courses and resources are designed to support and empower you to achieve your learning and career goals while balancing your full-time job.