CPD deadline less than three weeks away
You have only 18 days left as we approach the end of the Continuous Professional Development (CPD) cycle and the deadline for the Financial Advisory and Intermediary Services (FAIS) CPD, which is 31 […]
CPD
People’s expenses change in retirement. Shouldn’t their income too?
Conventional wisdom says that living expenses rise uniformly with inflation, so many financial plans are based simply on that. But analysing the spending patterns of retirees shows us that the data tells a different story.
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CPD deadline approaching – Reminder: Moonstone newsletters approved for CPD hours
The Fit and Proper Determination requires that certain individuals obtain a specified number of Continuous Professional Development (CPD) hours within an annual 12-month cycle between 1 June and 31 May of a specific […]
CPD deadline approaching – Reminder: Moonstone newsletters approved for CPD hours
The Fit and Proper Determination requires that certain individuals obtain a specified number of Continuous Professional Development (CPD) hours within an annual 12-month cycle between 1 June and 31 May of a specific […]
CPD obligations – You only have two months to stay in the game
31 May 2021, the annual CPD deadline is looming. Are you on track with your required hours? Have you done enough professional reading, attended webinars as well as courses to ensure that you […]
CPD obligations – You only have two months to stay in the game
31 May 2021, the annual CPD deadline is looming. Are you on track with your required hours? Have you done enough professional reading, attended webinars as well as courses to ensure that you […]
2021 Annual Self-Comply Compliance Webinar – Registration still open
Registration for Moonstone’s popular annual self-comply workshop for 2021 is still open. Don’t delay – book your spot today! The annual webinar aimed specifically at Financial Services Providers NOT required to appoint a […]
CPD –Start the new cycle off on the right foot
At the start of the new CPD cycle on 1 September 2020, we should bear the following basic CPD principles in mind: ● CPD should be implemented in a structured manner where the FSP has […]
CPD deadline looming – Consider Moonstone’s 10 day lifejacket
Due to the cancellation of many CPD activities since March, FSPs, key individuals and representatives were granted an additional 3 months to meet the CPD requirements for the annual CPD cycle. The end of […]
CPD requirements deadline in 10 days – Moonstone offers provisional bail-out
Due to the cancellation of many CPD activities since March, FSPs, key individuals and representatives were granted an additional 3 months to meet the CPD requirements for the annual CPD cycle. The end […]
CPD – Learn about managing the Corona Virus and earn CPD credit gratis
For those advisers who have not reached their required hours yet, the Moonstone Business School of Excellence (MBSE) has developed various CPD online courses that will not only assist you to obtain the […]
COB, Product specific training and CPD – What is the impact of COVID-19?
In the FSCA’s latest communication guidelines were provided with regards to various regulatory requirements and deadlines. These include training and qualification requirements: Class of Business (COB) Training ● COB deadlines that were due […]
CPD – Online courses now key
The spread of the coronavirus led to the closure of schools and universities and the cancellation of face- to-face workshops and seminars. With only 72 days to go, now is the time to […]
CPD – Are you mapping your progress?
As you wrap up the year before the New Year rings in, it is a good time to check your CPD hour status as well. With less than 170 days remaining, how are your […]
Understanding the fundamentals of Business Assurance – Enrol and earn CPD hours
Every business consists of three parties: the business (management), the owner, and the employees. All the parties have their own risks and financial needs that must be covered by a business assurance product. […]
Hosting successful business meetings – Find out how and earn CPD hours
We have all sat through them. We have prayed for them to end, or we have been intimately involved in them. We have contributed to them, or listened to others drone on in […]
Hosting successful business meetings – Find out how and earn CPD hours
We have all sat through them. We have prayed for them to end, or we have been intimately involved in them. We have contributed to them, or listened to others drone on in […]
