CPD Fit and Proper requirements – Don’t get caught in the rain again
The annual CPD cycle ends on 31 May 2019. With only a few days left to attain your required number of FAIS related CPD hours for the current CPD cycle, it’s also a good time […]
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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Current CPD cycle ends 31 May 2019 – 31 days to go
Have you done enough professional reading, attended conferences as well as courses and lectures to ensure that you have enough hours for CPD purposes? The reality is that there is little more than […]
Continuous Professional Development – Do you have enough hours?
With less than 50 days before the end of the current CPD cycle, are your hours matching the Fit and Proper requirements? In terms of the Fit & Proper requirements (BN194), Continuous Professional […]
CPD – 31 May Deadline drawing ever nearer
In terms of the Fit & Proper requirements (BN194), CPD for regulatory (FSCA) purposes was officially implemented as a requirement. This means advisors are obliged to perform CPD activities towards regulatory (FSCA) CPD […]
Continuous Professional Development – Are your hours adding up?
“I am authorised for Long-term Insurance sub-category B1, B2 and C as well as a Participative Interest in Collective Investment Schemes. What are the minimum CPD hours I have to obtain?” This question, […]
Key Individual Workshops – back by popular demand
Due to high demand for the KI workshops in October 2018, Moonstone will run more workshops in the next few months. More about the workshop The new Fit and Proper requirements published in December 2017 […]
Moonstone Investment Indicators also approved for CPD hours
The new Fit and Proper Determination requires that certain individuals are required to obtain a specified number of Continuous Professional Development (CPD) hours between 1 June 2018 and 31 May 2019. The FPI has now also recognised […]
Moonstone Monitor approved for CPD hours
The new Fit and Proper Determination requires that certain individuals are required to obtain a specified number of Continuous Professional Development (CPD) hours between 1 June 2018 and 31 May 2019. In response to an application to […]
The Essentials of CPD
If we had to draw up a hit parade of enquiries received from readers, debarments would be top of the pops, closely followed by CPD – continuous professional development. This is not surprising […]
CPD and Reps Working Under Supervision
K writes: I read your article on the effective date of 1 June 2018 for Continuous Professional Development, and your comment that it leaves little time to plan for compliance. Please clarify whether representatives under […]
CPD Important considerations before you proceed
In a nutshell In terms of Section 32 of Board Notice 194 of 2017 (Determination of Fit and Proper Requirements for Financial Services Providers, 2017), every sole proprietor, key individual and representative must […]
Continuous Professional Development
Under the old dispensation, Continuous Professional Development (CPD) was the third leg of the journey towards becoming a true professional, after successfully completing the level 1 and 2 regulatory examinations. Now that the level 2 […]
CPD Revisited
A reader recently wrote: I provide training on behalf of a registered medical scheme to accredited brokers on medical scheme benefit options, underwriting and processes. I recently attended a broker training session at the […]
The future of Level 2 REs and CPD – July 2017
A recent “Round Table” discussion by Ms Caroline da Silva, Deputy Registrar, FAIS of the FSB, provided a welcome update on the Regulator’s current thinking on a number of key issues, including: Regulatory […]
Future Product Training
The latest proposed amendments regarding intermediary proficiency stem from a review of the competency framework, and aims to build on the existing requirements by establishing an effective and proportionate regulatory framework to ensure […]
RDR Status update November 2016 Part 1
The new “Level 2” REs and CPD Background Almost exactly six years ago, give or take a day or five, Moonstone presented the very first Level 1 Regulatory Examinations. At that time, it was […]
