Milpark Education School of Financial Planning & Insurance Courses Offered

Milpark Education School of Financial Planning & Insurance Courses Offered

FINANCIAL PLANNING & INSURANCE

Higher Certificate in Financial Products

Undergraduate

NQF Level 5 , SAQA No. 97754

The Higher Certificate in Financial Products will equip students with the required knowledge and skills to provide sound advice to clients on products outlined in Categories B1 and B2 of the FAIS Act, while also providing them with a basic understanding of the more complex products that clients may have. The knowledge emphasises general principles applicable to long-term insurance and the application of these principles in the financial services industry.

Offered as: DL

Minimum duration: 1 year
Maximum duration: 5 years

FINANCIAL PLANNING & INSURANCE

Advanced Certificate in Short-term Insurance

Undergraduate

NQF Level 6 , SAQA No. 97779

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.

Offered as: DL

Minimum duration: 1 year
Maximum duration: 3 years

FINANCIAL PLANNING & INSURANCE

Higher Certificate in Short-term Insurance

Undergraduate

NQF Level 5 , SAQA No. 83526

The Higher Certificate In Short-term Insurance provides students with the required knowledge to navigate within the South African regulatory environment as a short-term insurance specialist within the areas of personal and commercial lines insurance.

Offered as: DL

Minimum duration: 1 year
Maximum duration: 3 years

FINANCIAL PLANNING & INSURANCE

Higher Certificate in Financial Planning

Undergraduate

NQF Level 5 , SAQA No. 96751

The Higher Certificate in Financial Planning equips 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

Offered as: DL

Minimum duration: 1 year
Maximum duration: 5 years

FINANCIAL PLANNING & INSURANCE

Advanced Certificate in Financial Planning

Undergraduate

NQF Level 6 , SAQA No. 96750

The qualification equips students with the knowledge and skills required by expert practitioners in the financial planning sector and prepares them for further studies. The Milpark Advanced Certificate in Financial Planning addresses the academic qualification requirements for the designation of FINANCIAL SERVICE ADVISOR™ (FSA™) professional awarded by the FINANCIAL PLANNING INSTITUTE OF SOUTHERN AFRICA.

Offered as: DL

Minimum duration: 1 years
Maximum duration: 3 years

FINANCIAL PLANNING & INSURANCE

Bachelor of Commerce (with a major in Financial Planning)

Undergraduate

NQF Level 7 , SAQA No. 90509

The Bachelor of Commerce with a major in Financial Planning provides a solid basis in the field of commerce and will equip students with the knowledge and skills required to operate responsibly and successfully as financial planning practitioners.

Offered as: DL, DLO

Minimum duration: 3 years
Maximum duration: 9 years

FINANCIAL PLANNING & INSURANCE

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

Undergraduate

NQF Level 7 , SAQA No. 90509

The Bachelor of Commerce with a major in Short-term Insurance provides a strong foundation in general business principles and the required accounting, marketing, economic and quantitative skills. This qualification meets the educational requirements of the designation of Fellow (FIISA) awarded by the Insurance Institute of South Africa (IISA).

Offered as: DL

Minimum duration: 3 years
Maximum duration: 9 years

FINANCIAL PLANNING & INSURANCE

Postgraduate Diploma in Financial Planning – Milpark Education South Africa

Postgraduate

NQF Level 8 , SAQA No. 76943

The Postgraduate Diploma equips students with the expert knowledge and professional skills required by practitioners in the financial planning sector.  Financial planners who want to become CERTIFIED FINANCIAL PLANNER® Professionals can use this qualification to satisfy the educational requirements set by the FPI.

Offered as: DLO

Minimum duration: 1 years
Maximum duration: 3 years

FINANCIAL PLANNING & INSURANCE

CPD and Class of Business

Undergraduate

NQF Level 3 , SAQA No. n/a

The Milpark School of Financial Planning & Insurance offers the latest in Continual Professional Development (CPD) and Class of Business training. These online courses are designed with the practioner 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 Continual Professional Development (CPD) training by the Financial Planning Institute of South Africa.

 

Offered as: DL

Minimum duration: 1 year
Maximum duration: 5 years

ONLINE

Estate Planning (Online)

Continuing Education

NQF Level n/a , SAQA No. n/a

Update your knowledge and skills in Estate Planning.

Offered as: OL

Minimum duration: 4 weeks
Maximum duration: 4 weeks

ONLINE

Financial Planning Products (Online)

Continuing Education

NQF Level n/a , SAQA No. n/a

Gain essential knowledge of financial planning needs and products.

Offered as: OL

Minimum duration: 4 weeks
Maximum duration: 4 weeks

ONLINE

First Level Regulatory Exam Support for Representatives (Online)

Continuing Education

NQF Level n/a , SAQA No. n/a

The purpose of this course is to assist students to prepare for the First Level Regulatory Exam for Representatives in a methodical and systematic manner.

Offered as: OL

Minimum duration: 4 weeks
Maximum duration: 4 weeks

ONLINE

Income Tax Refresher

Continuing Education

NQF Level n/a , SAQA No. n/a

Earn 20 FPI CPD points on successful completion of course.

Offered as: OL

Minimum duration: 4 weeks
Maximum duration: 4 weeks

ONLINE

Retirement Planning (Online)

Continuing Education

NQF Level n/a , SAQA No. n/a

Update your knowledge and skills in Retirement Planning.

Offered as: OL

Minimum duration: 4 weeks
Maximum duration: 4 weeks