Don’t let non-disclosure sink your business: insurance insights for owners
Business owners who neglect to inform their insurers of changes risk denied claims, policy voidance, and even lawsuits.
Best Practice
Videos
Watch: MBSE launches RE training for FAIS representatives
Watch: FPI Financial Planner of the Year on key issues shaping the financial landscape
Animated video explains the two-pot retirement system
NCA Credit providers’ FICA obligations
NCR Desktop Audits
Is South Africa on track to getting off the grey list?
Looking back at this year’s FPI Professional’s Convention
Enhance your HR skills by attending our insightful webinars in November
Webinars on how to investigate misconduct and address poor performance
Why financial planners shouldn’t overlook gap cover in clients’ strategies
Gap cover can protect your clients’ retirement savings and long-term goals from unexpected medical expenses.
How MBSE’s top students conquered the Postgraduate Diploma in Financial Planning
The Postgraduate Diploma attracts individuals who embody resilience, self-discipline, and a relentless pursuit of excellence. The top students prove that with the right mindset, structured planning, and flexible learning, professionals can overcome any obstacle.
MBSE promotion on NQF qualifications closes tomorrow
Enrolling in selected NQF qualifications by 10 December will result in 50% off the first module, adding significant value to the entire course.
FIC report on how to identify and avoid holiday scams
The report highlights patterns, red flags, and practical steps to avoid holiday rental and travel scams.
Choosing the best life cover for your clients: key questions to ask
Choosing the best life insurance for your clients is about more than comparing prices. It’s about ensuring the cover meets their unique risks and needs, from income protection to cancer care, says Bidvest Life’s Mark Neil.
Is the two-pot retirement system safe from rising cyber threats?
Biometric expert Murray Collyer explains how the latest technological advancements can prevent fraud and protect your retirement savings in a rapidly evolving digital world.
Black Friday: don’t let cybercriminals steal your deals
Black Friday promises incredible deals, but it also opens the door to potential fraud. From phishing scams to counterfeit cards, fraud experts highlight key strategies to keep your credit safe and protect your new purchases.
How to avoid the post-holiday debt hangover: budgeting tips for a stress-free new year
Instead of treating a year-end bonus as disposable income, incorporate it into your financial planning by focusing on debt repayment, savings, or long-term investments such as further education.
When retirement dreams clash with reality: the case for early benefit counselling
Earlier counselling can help members to make more sustainable financial choices, allowing them to embrace retirement with less stress and greater financial integrity.
Future-proofing financial advice: key strategies for a changing landscape
Alexforbes’s Gielie de Swardt shares insights on optimising client engagement, leveraging partnerships, and adapting to tech advancements.
Unlock your future: affordable pathways to qualifications in wealth management and short-term insurance
Aspiring financial professionals can pursue their qualifications at Moonstone Business School of Excellence through various bursary and funding options.
How financial advisers can attract millennials with income protection solutions
Bidvest Life’s Nic Smit suggests shifting from the traditional approach of leading with death coverage to focusing on income protection when engaging younger clients.
Strategies for brokers to address common misconceptions around gap cover
How to show your clients that gap cover can be the missing piece in their overall healthcare and financial protection strategy.
Why fund members are hesitant to adopt trustee-endorsed annuities
Financial planner Lara Warburton says clients believe trustee-endorsed annuities don’t offer enough flexibility or returns to sustain them through long retirement periods.
MBSE’s first cohort of students praise detailed RE 5 training
MBSE’s RE training equips students with the knowledge and skills they need to approach the RE 5 exam confidently.
Cohabiting couples: why living together won’t protect your inheritance rights
Common law marriage doesn’t exist in South Africa, leaving cohabiting couples vulnerable in estate and tax matters. A cohabitation or universal partnership agreement can offer crucial financial protection.
