Postgraduate Diploma in Financial Planning

This qualification is designed for those aiming to become expert financial planning practitioners, offering services to individual and corporate clients, and for those seeking to qualify as a CFP® professional.

The Postgraduate Diploma in Financial Planning will equip you with the expert knowledge and professional skills required by practitioners in the financial planning sector. You will be competent to provide financial planning services to a wide range of individual and corporate clients.

Milpark Education is an FPI Recognised Educational Provider, offering qualifications that align with the Financial Planning Institute of Southern Africa’s standards. The FPI, an affiliate of the Financial Planning Standards Board (FPSB), licenses the CFP® marks in South Africa. For more details, visit www.fpi.co.za.

On completion of the Milpark Postgraduate Diploma in Financial Planning, students will gain access to the FPI Capstone Course for the CFP® Certification. The Postgraduate Diploma in Financial Planning appears on the Financial Sector Conduct Authority’s (FSCA) list of recognised qualifications for FAIS Fit and Proper purposes.

Accreditations

Programme Structure

Core Modules

Induction to Financial Planning
Financial Planning Environment
Risk and Estate Planning
Retirement Planning
Investment Planning
Corporate Financial Planning
Case Study

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

Applicants require a Bachelor’s degree.

Available learning modes

Distance Learning Online

Milpark’s instructor-led online programmes combine flexibility with structured support. All content, activities, and assessments are accessible via our virtual learning environment. Students benefit from clear milestones, regular lecturer interaction, and the option to attend live or recorded classes - building a supportive and connected online community.

Minimum Admission Requirements

In addition to a relevant Bachelor’s degree, applicants require a pass in Matric mathematics (higher grade) or a C symbol (standard grade). Post-matric studies demonstrating required math skills are considered.

A detailed CV of the last ten years’ employment is required for curriculum planning. Those without extensive financial planning experience must complete the qualification over two years. Applicants whose tax knowledge is outdated, will only be allowed to register for the other modules after passing Induction to Financial Planning and Financial Planning Environment.

Postgraduate Diploma in Financial Planning

Next start date: 12 January 2027

Duration:
18 Months

NQF:
Level 8

Credits:
120

SAQA ID:
76943

Postgraduate Diploma 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).

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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.

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