AN EXTRAORDINARY LIFE - Partnering with you on your Financial Planning & Insurance learning journey

Every Milpark student is unique, and we recognise that each individual’s journey presents its own particular challenges. As a lifelong learning partner, Milpark will help you navigate the challenges you may face on your journey to achieving your goals and living a truly extraordinary life.

How to Apply
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Welcome to the School of Financial Planning & Insurance

We want to journey with you as you achieve your career goals. Knowing that many of our students need to balance studies with other daily demands, we are constantly looking for better ways to provide suitable support to the student-on-the-run. Whether you require a qualification to be compliant with the FAIS Act, want to start a career in the financial planning or insurance industry, or want to become a professional financial planner or insurance specialist – we offer a qualification to suit your needs.

Pietro Odendaal is the Head of the School of Financial Planning & Insurance. She has worked in the School and at Milpark for 6 years. Pietro holds the following qualifications: B.Com (US), Postgraduate Diploma in Financial Planning (US), LLB (UNISA), LLM in Financial Planning Law cum laude (UFS), CFP®.

Heading up the School of Financial Planning & Insurance

Pietro Odendaal X Small

Pietro Odendaal

Why study at the School of Financial Planning & Insurance?

 

We offer qualifications across financial planning, financial planning products and short-term insurance.

Our academic experts combine their knowledge attained from formal studies with industry experience to design and deliver relevant qualifications from NQF 5 to NQF 8 (postgraduate level).

The School regularly consults with industry, and collaborates with professional bodies like the Financial Planning Institute of Southern Africa (FPI) and the Insurance Institute of South Africa (IISA), and the International Chartered Insurance Institute (CII), all of whom endorse the School's range of qualifications.

Our Postgraduate Diploma in Financial Planning satisfies the educational requirement for the prestigious CFP® Professional designation.

Qualifications are offered through distance education - study anytime, from anywhere.

Ways to Study

All learning activities are conducted online with options to suit your lifestyle and the level of engagement and flexibility you prefer.

 

DISTANCE LEARNING ONLINE (DLO)

DISTANCE LEARNING (DL)

ONLINE SHORT COURSES

 
Higher Certificate in Short-term Insurance (NQF5)    
Higher Certificate in Financial Products (NQF5)    
Higher Certificate in Financial Planning (NQF5)    
Advanced Certificate in Short-term Insurance (NQF6)    
Advanced Certificate in Financial Planning (NQF6)    
Bachelor of Commerce with a major in Short-term Insurance (NQF7)  
Bachelor of Commerce with a major in Financial Planning (NQF7)  
Postgraduate Diploma in Financial Planning (NQF8)    
Continuous Professional Development    
Class of Business    
Regulatory Exam Support    

 

Find out more about the ways to study we offer:

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Accreditation

FINANCIAL PLANNING & INSURANCE COURSES

Undergraduate Degree

Bachelor of Commerce (with a major in Financial Planning)

Are you interested in a career in financial planning? Does the field of financial management appeal to you? Or do you simply want to learn more about the principles of financial planning as applied within the broader field of commerce? Then the Bachelor of Commerce with a major in Financial Planning is for you.

Offered via Distance Learning (DL) and Distance Learning Online (DLO) - Click here to find out more about our Ways to study

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Short Course

First Level Regulatory Exam Support for Representatives (Online)

Are you needing to write the First Level Regulatory Exam for Representatives? Why not give yourself an extra boost of confidence by completing Milpark Education’s comprehensive 4-week preparatory course? Not only will you feel confident about your knowledge, but you will also be competent in applying it! 

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Advanced Certificate

Advanced Certificate in Financial Planning

Do you have a NQF level 5 qualification with a desire to  increase your knowledge and understanding of financial planning? Or are you wanting to apply for the designation of Financial Services Advisor™ awarded by the Financial Planning Institute of Southern Africa? Then you need look no further as Milpark Education’s Advanced Certificate in Financial Planning is for you!

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Undergraduate Degree

Bachelor of Commerce (with a major in Short-term Insurance)

Are you being called to a career in commerce? Does the short-term insurance industry interest you? Or are you wanting to apply for the designation of a Fellow (FIISA) awarded by IISA? Why not consider enrolling in Milpark Education’s Bachelor of Commerce with a major in Short-term Insurance?

Offered via Distance Learning (DL) and Distance Learning Online (DLO) - Click here to find out more about our Ways to study

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Short Course

Continual Professional Development

The Milpark School of Financial Planning & Insurance offers the latest in Continuous Professional Development (CPD). These online courses are designed with the practitioner in mind, and will ensure that Representatives, Financial Services Providers and Key Individuals are up to date with the latest in industry best practice.

Milpark Education is an approved provider of Continuous Professional Development (CPD) training by the Financial Planning Institute of South Africa.

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Postgraduate Diploma

Postgraduate Diploma in Financial Planning

Would you like to become an expert financial planner who is able to provide professional financial planning services to a wide range of individual and corporate clients? Or are you already a financial planner but are seeking the designation of Certified Financial Planner®? If you answered yes to either of the above questions, then Milpark Education’s Postgraduate Diploma in Financial Planning is the course for you!

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Undergraduate Degree

Higher Certificate in Financial Planning

Are you requiring a full qualification to meet the competency requirements for FAIS Fit and Proper purposes? Would you like to increase your knowledge of financial planning? Or are you wanting to apply for the designation of Registered Financial Planner™ awarded by the Financial Planning Institute of Southern Africa? If you answered yes to any of the above questions, then you should consider enrolling in Milpark Education’s Higher Certificate in Financial Planning.

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Undergraduate Degree

Higher Certificate in Financial Products

Do you currently work in long- or short-term insurance? Would you like to attain further training on the relevant legislation, products and personal selling skills to enhance your understanding and skills? Well, you need look no further, as Milpark Education’s Higher Certificate in Financial Products is the course for you!

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Higher Certificate

Higher Certificate in Short-term Insurance

Are you interested in pursuing a career in the short-term industry? Are you currently and needing a full qualification to meet the competency requirements for FAIS Fit and Proper purposes? Or are you wanting to apply for the designation of Licentiate (LIISA) awarded by the IISA? Then you need look no further, Milpark Education’s Higher Certificate in Short-term Insurance is the solution for you!

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Advanced Certificate

Advanced Certificate in Short-term Insurance

The Advanced Certificate in Short-term Insurance is ideal for career-orientated individuals within the short-term insurance industry who want to complete a qualification that provides an in-depth understanding of insurance practices in terms of technical subject matter and application skills.

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Short Course

Class of Business

The competency requirements set out in the FAIS Act require that financial services providers, key individuals and representatives complete Class of Business training. Milpark Education offers Class of Business training in all nine classes.

Milpark Education is an approved provider of Class of Business training by the Financial Planning Institute of South Africa.

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The Financial Planning & Insurance Academic Team

Pietro(183 X 216 Px) (15)

Pietro Odendaal

Head of School: Financial Planning & Insurance
Marisa(183 X 216 Px) (14)

Marisa Grundling

Lecturer and Programme Coordinator: Short-term Insurance
Brunhilde Edited

Brunhilde Gerber

HOD: Financial Planning
Tracey(183 X 216 Px) (18)

Tracey Joseph

Senior Programme Manager
Zulpha(183 X 216 Px)

Zulpha Bardien

Programme Manager
Wadia(183 X 216 Px) (19)

Wadia Dramat

Programme Manager
Corporate Staff Photos

Gerrie van der Merwe

Lecturer
Deon (183 X 216 Px) (10)

Deon Claase

Lecturer
Sune(183 X 216 Px) (17)

Suné van Schalkwyk

Lecturer