Many South Africans need sound financial planning, increasing the demand for skilled advisers. The Higher Certificate in Financial Planning equips you to ethically and responsibly address client needs and navigate the dynamic financial services industry. Recognised for FAIS Fit and Proper Requirements, this qualification applies to all Category I Financial Services Providers.
This qualification is designed for those needing a full qualification for FAIS Fit and Proper purposes, new entrants to the insurance/financial planning industry seeking knowledge, and individuals aiming to apply for the Registered Financial Practitioner® (RFP®) designation from the FPI.
The primary purpose of the Higher Certificate in Financial Planning is to equip students with the knowledge and skills they need to operate ethically and responsibly as financial advisers, and to be able to respond to the challenges of the economic environment and the changing nature of the financial services industry.
The Higher Certificate in Financial Planning appears on the Financial Sector Conduct Authority’s (FSCA) list of recognised qualifications for FAIS Fit and Proper purposes.
On completion of selected modules, students can apply to receive a letter of completion for Class of Business training as per BN194 of 2017 under/as per the FAIS Act.
Please refer to the factsheet for a detailed breakdown of modules.
For entry into the Higher Certificate, candidates require a Senior Certificate (SC) or a National Senior Certificate (NSC), as certified by Umalusi, with at least a pass in English, the language of instruction at Milpark Education.
Download our factsheet for everything you need to know about our Higher Certificate in Financial Planning. Explore a detailed fees breakdown for the Higher Certificate in Financial Planning to plan your career investment.
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Navigate your studies in Financial Planning.
Explore a detailed fees breakdown for the Higher Certificate in Financial Planning to plan your career investment.
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Find out more about being admitted via the RPL route here.
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.
