From Petrol Pumps to a Career in Financial Planning

Running an insurance business opened Billy’s eyes to how different finance professionals support their clients. He frequently came into contact with financial planners. “I was fascinated. They weren’t just selling products; they were trusted advisors, helping people build a future.”

Billy wanted to support his clients more holistically. He expanded BK Brokers’ offering to include wealth management, estate planning and other financial services. Curious about what it takes to grow in the world of financial planning? Explore Milpark’s FAIS-accredited programmes in the School of Financial Services.

As the business evolved, Billy realised his experience could only take him so far. To give clients the quality advice they deserved – and to remain FAIS-compliant – he needed formal, accredited learning in financial planning.

“I had the experience, but not the qualification. I wanted to understand the technicalities of financial planning and to know that my advice met professional standards.”

That’s why Billy enrolled in Milpark’s Advanced Certificate in Financial Planning, designed for finance professionals who are seeking the FSA® designation awarded by the Financial Planning Institute (FPI).

Milpark’s flexible, fully online approach suited Billy. “Flexibility was a big factor. I could study at my own pace without neglecting my clients or family.”

Although Billy had been working in finance for years, he soon realised there was still plenty to learn. “The content was practical, and I could apply it immediately – making my work more precise in all areas, from estate planning to car allowances.”

At first, balancing studies with business and family wasn’t easy. “I thought I’d manage without a timetable,” Billy admits. “I was wrong. Milpark taught me how to plan, stick to a schedule, and prepare properly. The structured approach made it manageable.”

That discipline paid off. “When I sit with a client, I can answer their questions confidently. They trust me because I know what I’m doing,” he says. “I’m more specialised now, better able to identify risks and help clients plan for the future. Technically, I’ve learned a lot.”

Explore the Advanced Certificate in Financial Planning and discover how Milpark can help you turn your experience into expertise.

Today, Billy leads with confidence and credibility. His firm partners with leading institutions such as Allan Gray, Sanlam, and Liberty – a testament to the professionalism and trust he has built.

“Clients and financial service providers want to know you’re qualified,” he says. “Milpark gave me that credibility.”

Now, Billy encourages others in the financial services industry to invest in their education early. “Don’t just rely on experience. Get the qualification. It gives you confidence and changes how people see you.”

Reflecting on his own experience, Billy shares four practical steps for anyone wondering whether they can study – and succeed – while working:

1. Create a study timetable: “Plan your studies from the start. Don’t leave assignments to the last minute.”
2. Be consistent: “Studying consistently every day allows you to stay on track and gives you time to ask lecturers for help when needed.”
3. Set goals: “I wanted to be FAIS-compliant and more knowledgeable in financial planning so I could support my clients better.”
4. Find the right learning environment: “Milpark’s flexible online learning and structured support made studying possible. What I’ve learned has made my work easier, more effective and rewarding.”

Discover why accredited qualifications matter – and how Milpark helps financial planning professionals succeed – in Head of Department Gerrie van der Merwe’s article: Plot Your Path To Financial Services Success With Milpark.

Billy’s learning journey is far from over. His next academic goal is to complete a Bachelor of Commerce (BCom) degree. It’s about more than personal achievement; it’s about creating opportunities for others.

“I want young people from small towns – like me – to see that they can do this too. You can get qualified, pursue a professional career and build a thriving business in financial planning. And Milpark can help you get there.”

Work-wise, Billy intends to grow BK Brokers into a 20-person team by 2030 – expanding his business nationally and creating more job opportunities. We wish him every success.

Milpark’s School of Financial Services has got you covered with FPI-endorsed courses. From the Higher Certificate in Financial Planning (NQF 5) to the Postgraduate Diploma in Financial Planning (NQF 8). Apply now for the first intake of 2026. We’ve got you. You’ve got this.

Connect with Billy on LinkedIn or visit BK Brokers.