Why business insurance must be reviewed and updated regularly
The financial fall-out from a policy that is not up to date only becomes clear when a claim is submitted, and it is repudiated or not paid out in full.
Best Practice
Videos
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
Education is key to improving your job prospects amid rising unemployment
Upskilling makes it more likely that you will land a job and advance your career. Here is what you should consider when choosing where to study online.
Why insurance should be factored into the cost of buying a car
Maxing out your budget on car repayments without considering the cost of insurance may result in an unexpected financial shortfall every month.
FSP top ups maturity value after Ombud finds investor was not properly advised
The complainant was aggrieved because he received R470 000 from the R700 000 put into an investment plan with income.
Global Money Week: promoting financial literacy with MBSE courses
Moonstone Business School of Excellence has three short courses that will improve your money management skills.
Ruling sheds light on SARS’s application of section 12B tax incentive
Binding Class Ruling 88 provides guidance on what qualifies as a ‘generation asset’ and how the allowance applies to limited partners investing in solar PV energy assets.
Income from influencer activities is taxable
A common misconception among influencers earning income from international sources is that payments from abroad are not subject to taxation in South Africa.
Earn CPD points while getting up to speed on POPIA and FICA
Moonstone Business School of Excellence equips financial professionals with CPD solutions for regulatory compliance.
Potentially volatile election period ahead: do you have enough riot risk cover?
Sasria’s coverage limits may be insufficient for many large corporates, which will require additional cover in the form of a riot wrap policy.
Deadline alert: make the most of public holidays to meet CPD requirements
MBSE’s CPD subscription packages are designed so that FSPs and their representatives can obtain their CPD hours.
Budget 2024: Advice is critical to helping consumers navigate financial pressures
Financial advisers can guide their clients on how to manage the knock-on effect of rising costs without compromising their long-term financial wellness.
MBSE’s NCA courses: three ways for credit providers to comply
Moonstone Business School of Excellence’s engaging and interactive National Credit Act courses are tailored for industry professionals.
CMS training for new medical scheme trustees
The induction programme takes place online over two days in February.
Demand for niche solutions presents opportunities for insurers and brokers
In increasingly uncertain times, consumers are looking for more certainty in highly defined insurance covers.
MBSE provides the tools and structures to help students succeed
Top student Brian Parsons leveraged MBSE’s accredited qualifications to transition into a new career as a financial adviser.
Three cases focusing on the insured’s reporting obligations following a vehicle theft
In two cases, the Ombudsman for Short-term Insurance found the insurer should not have rejected the claims.
Financial professionals urged to reassess qualifications amid changing dynamics
MBSE alerts individuals who completed unit standards or credit-bearing programmes related to FETC: Short-term Insurance or FETC: Wealth Management to ensure ongoing Fit and Proper compliance.
