Milpark Education’s School of Financial Services (SoFS) was formed in 2023 following a merger between the former School of Investment and Banking, and School of Financial Planning and Insurance. The SoFS is unique in its niche capabilities as a provider of higher education across all four major areas of specialisation in the South African financial services industry.
How to Apply
Whether you require a qualification to be compliant with the FAIS Act, want to start a career in the financial services industry, want to become a professional financial planner, insurance specialist, investment manager or highly qualified banker - we offer a qualification to suit your needs. Take advantage of courses with industry relevant content that foster practical application and study online wherever you are!
The financial services qualifications we offer are tailored to meet your specific needs, whether you want to be compliant with the FAIS Act or to start a career in the industry.
We offer a full articulation pathway from entry level to postgraduate level in financial planning, risk and insurance, banking, and investment management.
Our programmes include endorsements by the:
Financial Planning Institute of Southern Africa (FPI),
Insurance Institute of South Africa (IISA), and
International Chartered Insurance Institute (CII).
Our courses provide a competitive advantage with industry-relevant content and practical applications, as taught by field experts with real-world industry experience in top financial services institutions.
All our online support and academic resources, including live classes, tutor services, discussion
forums, weekly one-on-one meetings with your lecturer, and additional exercises and recordings, are accessible from any device.
Our online resources are intentionally designed to empower you to progress and achieve your
learning and career goals. Take the step today and start your learning journey with Milpark towards professional success!
Pietro Odendaal is the Academic Head of the School of Financial Services. She has worked in the School and at Milpark since 2016. Pietro holds the following qualifications: BCom (US), Postgraduate Diploma in Financial Planning (US), LLB (UNISA), LLM in Financial Planning Law cum laude (UFS), CFP®.
David has worked in academia since 2016 in various roles. Prior to this, David was a Fund Manager in the Investment Management industry for 10 years. He holds a Bachelor of Commerce degree in Financial Management from the University of South Africa and a MSc in Finance from the University of London.
All learning activities are conducted online with options to suit your lifestyle and the level of engagement and flexibility you prefer.
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DISTANCE LEARNING ONLINE (DLO) |
DISTANCE LEARNING (DL) |
ONLINE SHORT COURSES |
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| Class of Business |  |
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| Continuous Professional Development (CPD) | |
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| Regulatory Exam Support | |
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| Higher Certificate in Short-term Insurance (NQF5) | |
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| Higher Certificate in Financial Products (NQF5) | |
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| Higher Certificate in Financial Planning (NQF5) | |
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Bachelor of Commerce with a major in Short-term Insurance (NQF7) |
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Bachelor of Commerce with a major in Financial Planning (NQF7) |
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Bachelor of Business Administration with a major in Banking (NQF7) |
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BCom with a major in Banking and Investment Management (NQF7) |
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BCom with a major in Banking (NQF7) |
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BCom with a major in Credit (NQF7) |
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Find out more about the different ways to study we offer:
Our short-term insurance qualifications are aligned with the Insurance Institute of South Africa (IISA)
Our financial planning qualifications are aligned with the Financial Sector Conduct Authority (FSCA) and the Financial Planning Institute of Southern Africa (FPI).
Our Higher and Advanced Certificates in Short-term Insurance have received CII recognition for prior learning.
