Higher Certificate in Financial Planning Course Requirements at Milpark
Milpark Education · School of Financial Services
The Higher Certificate in Financial Planning is a higher Certificate offered by Milpark for 2027 learners, taking 1 year; Distance Learning to complete. This page covers the Grade 12 subjects and admission score you need to qualify, what the course involves, where you can study it, the careers it leads to, and how to apply.
Grade 12 Required Subjects to study Higher Certificate in Financial Planning at Milpark
- A Senior Certificate or National Senior Certificate, certified by Umalusi, with at least a pass in English.
About this course
The Higher Certificate in Financial Planning is a 120-credit qualification at NQF level 5 (SAQA ID 96751). It lays the foundation for a career as a financial adviser and is recognised by the FSCA for FAIS fit and proper requirements, including for Category I financial services providers. Graduates can apply for the Registered Financial Practitioner (RFP) designation.
Core modules:
- Introduction to the Financial Planning Environment
- Financial Planning Income Tax
- Risk Planning
- Retirement and Investment Planning
Electives include Retirement Funds, Wills and Administration of Deceased Estates, Health Planning, Retirement Funds Administration, Business Financial Planning, Relationship Marketing and Personal Lines Insurance.
The certificate takes one year through self-paced Distance Learning. It leads on to the Advanced Certificate in Financial Planning, the BCom Majoring in Financial Planning and eventually the Postgraduate Diploma in Financial Planning.
Studying at a distance means you work through the material at your own pace, submit assignments online and write assessments on the dates Milpark sets. This suits people who already have a job and need to fit their studies around work and family. Registered students can get help with academic and administrative questions from lecturers and the Milpark helpdesk.
Possible careers
Financial adviser, financial planning assistant, broker consultant or insurance sales representative.
Course intelligence for Higher Certificate in Financial Planning
Data-driven planning insights for this specific course: job market outlook, NSFAS funding, and how competitive admission is likely to be.
Job market outlook
Higher Certificate in Financial Planning doesn’t currently appear on the national scarce-skills list. That’s not a red flag on its own, most jobs in South Africa aren’t on that list, it just tracks where employers reported the strongest hiring pressure. Your own results, experience and network will matter more here than national demand trends.
NSFAS funding
NSFAS does not usually fund students at private institutions like Milpark. Ask Milpark directly about its own bursaries or payment plans, and check whether a sector SETA offers funding for this field.
Admission chances
Milpark’s intake and this course’s requirements with its published admission requirements generally leave more room than the most sought-after courses, so you likely have a reasonable window to apply without rushing, though applying early is always the safer bet.
These insights are estimates generated from South Africa’s National List of Occupations in High Demand (DHET, November 2023 draft), NSFAS’s published funding rules, and this university’s general applicant demand. They’re planning guidance, not a guarantee. Always confirm funding and admission specifics directly with Milpark and NSFAS.
How to apply for 2027 studies
Apply online through the Milpark application portal (portal.milpark.ac.za): choose the qualification, pay the application fee, write the admission test if one applies and upload certified copies of your ID, highest qualification and any other documents listed in the programme factsheet. Once you are accepted, you register for modules on the student portal and upload proof of payment. Apply well before registration closes, as late applications roll over to the next intake.
Ready to apply? This takes you straight to Milpark Education’s own official application page.
Apply NowYou will leave studies.mycourses.co.za and apply directly with Milpark Education.
What Courses Do I Qualify For in South Africa?
Enter your own subject marks and we'll show you real courses you're likely to qualify for, right now, plus what those courses tend to lead to: how in-demand the work is, whether NSFAS is likely to fund it, and how competitive admission is.
Related courses
Source: Official website: https://www.milpark.ac.za/programmes/higher-certificate-in-financial-planning/, last verified 2026-09-22. Requirements and fees change. Always confirm current details directly with Milpark Education before applying.
