Advanced Certificate in Financial Planning

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.

Accreditations

Programme Structure

Core Modules

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

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

Elective Modules

Trust Law
Business Management for Financial Planners

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

Available learning modes

Distance Learning

DL is a flexible, self-paced study mode for independent learners who prefer minimal online interaction. Students rely on textbooks and study guides, with optional access to online resources. Ideal for those with limited internet or who prefer offline study, DL offers lecturer support with less frequent engagement, allowing learners to manage their own progress.

Minimum Admission Requirements

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.

Advanced Certificate in Financial Planning

Next start dates: 2 March 2027

Duration:
1 Year

NQF:
Level 6

Credits:
120

SAQA ID:
96750

Advanced Certificate in Financial Planning

Programme Downloads

Financial Services

Frequently Asked Questions

Does NSFAS fund Milpark Education?

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.

Does Milpark offer bursaries?

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).

Checking your PC’s RAM

Watch our short video clip here to learn how to check your PC’s RAM.

Can I study at Milpark Education while working full-time?

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.

Get in Contact

We would like to help, select the option that suits your needs and we will get back within 24 hours.