Bachelor of Commerce Majoring in Financial Planning

In today's highly regulated financial services industry, becoming a Financial Services Advisor® FSA® requires a solid educational foundation. Milpark Education’s BCom with a major in Financial Planning, approved by the Financial Planning Institute of Southern Africa (FPI), equips you with the essential knowledge and skills to excel in this field. This programme not only provides a comprehensive overview of commerce but also prepares you to navigate the complexities of financial planning both locally and globally. 

Next Start Date

10 February 2026

Duration

3 Years

NQF Level

7

SAQA ID

90509

Credits

360

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About the Programme

This qualification is designed for those seeking a solid foundation in business principles, including accounting, marketing, economics, and quantitative skills. Additional modules provide detailed knowledge for financial planners, Postgraduate Diploma aspirants, and those pursuing the Financial Services Advisor® (FSA®) designation.

Financial planning has gained prominence in South Africa due to increased regulation in the financial services industry. The Certified Financial Planner® (CFP®) designation, recognized internationally, is offered by the Financial Planning Institute of Southern Africa (FPI). To attain this designation, a relevant postgraduate diploma is required.

Milpark’s FPI-accredited BCom with a major in Financial Planning provides a solid foundation for graduates to operate responsibly in this regulated environment. Completion of this qualification makes students eligible to write the FPI’s professional competency exam for the FSA® designation. The BCom degree equips students with knowledge in business management, accounting, and economics, enabling them to enter the job market or pursue further studies.

The BCom appears on the Financial Sector Conduct Authority’s (FSCA) list of recognised qualifications for FAIS Fit and Proper purposes.

Programme Structure

  • Microeconomics
  • Macroeconomics
  • General Management
  • Taxation
  • Corporate Financial Planning for Financial Planners
  • Legal Aspects of Financial Planning
  • Advanced Investment Planning
  • Retirement Planning
  • Estate Planning
  • Case Study

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

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Applicants require a National Senior Certificate (please take note of the applicable minimum criteria listed below).

Minimum Admission Requirements

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Candidates who matriculated in 2007 or earlier with a Senior Certificate  

  • Require a minimum of 24 points on the Milpark points system. 
  • Require a symbol of E or higher for Mathematics on HG, or a symbol of D or higher for Mathematics on SG.  
  • Candidates who do not meet the Mathematics requirement but who have achieved a rating of 4 or higher in any two of the following subjects may be offered admission on condition that they successfully complete the bridging programme: Economics, Business Economics, Accounting, Physical Science or Physics/Chemistry, Natural Science or Biology. 
  • Candidates who do not meet the 24-point admission criterion, may apply to Universities South Africa (USAF), for mature age exemption (https://mb.usaf.ac.za/). 

Candidates who matriculated in 2008 or later with a National Senior Certificate 

  • Require a minimum of 50% in four NSC 20-credit subjects, including English.
  • A minimum mark of 50% for Mathematics or 70% for Mathematics Literacy.  
  • Candidates who do not meet the Mathematics requirement but who have achieved a minimum mark of 50% or higher in any two of the following subjects may be offered admission on condition that they successfully complete the bridging programme: Economics, Business Economics, Accounting, Physical Science or Physics/ Chemistry, Natural Science or Biology. 
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Resources and Support Information

Factsheet

Download our factsheet for everything you need to know about our BCom Majoring in Financial Planning.  

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Financial Planning Studies

Navigate your studies in Financial Planning. 

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Undergraduate Prospectus

Our undergrad prospectus offers a comprehensive guide to various programmes, helping you choose.

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Textbooks

Access the full textbook list for this programme 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 BCom Majoring in Financial Planning programme 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

Ensure you're prepared with the necessary tech requirements to optimise your online learning experience. 

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BCom Streams

Your BCom learning journey – navigate the path to success.

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Immersive Online Learning

IO Learning is our guided, dynamic and flexible digital study experience designed to foster deeper learning and meaningful connection. Through scheduled online sessions, interactive content, and collaborative activities, students engage in a human-centred environment that blends structure with flexibility. IO Learning uses advanced online systems and multimedia resources to support clear pathways, small-group collaboration, and personalised feedback, creating a rich, connected, and engaging learning journey.

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Distance Learning

DL is our more traditional, flexible study mode designed for independent learners who prefer minimal online engagement. Students in this mode primarily rely on textbooks and study guides, with access to supplementary online resources via our learning platform. DL supports self-paced learning and is ideal for students with limited internet connectivity or those who prefer offline study. While lecturer support is available, interaction is less frequent compared to other modes, allowing students to manage their time and progress independently.

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