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

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

The School of Financial Planning & Insurance Downloads

 

The School of Financial Planning & Insurance Brochure

 

 

 

 

CPD and COB Brochure

 

 

 

 

Credit Accumulation and Transfer (CAT) Form

 

Quick Tax Guide 2023/2024