Fund members must understand the implications of annuity choices, says FAIS Ombud
The restrictions on accessing funds within a life annuity should be made clear.
Financial Planning
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
Two pots: six critical pillars financial advisers need to know when guiding their clients
While the two-pot retirement system will improve longer-term retirement outcomes, customers must be guided on the pitfalls of early access.
Student Hero takes the strain out of applying for education funding
Students who enrol with MBSE have four options to fund their studies. This week, we look at what Student Hero offers.
Manati’s alternative student funding opens doors to education
Students who enrol with MBSE have four options to fund their studies. This week, we look at what Manati offers.
Here are the key features of the Capitec Education Fund
Students who enrol with MBSE have four options to fund their studies. In this article, we look at what Capitec offers.
Boost your self-confidence with MBSE: 10 ways further study helps to build self-esteem
Unlock your potential for a career in financial planning with Moonstone Business School of Excellence’s Higher Certificate in Wealth Management.
Six reasons for making a commitment today to studying with MBSE in 2024
Why wait until January to set your New Year’s resolutions? Decide now to achieve your career goals with Moonstone Business School of Excellence.
Making black tax manageable begins with accountability
Published author Ndumi Hadebe weighs in on the importance of clear communication and setting healthy boundaries when it comes to black tax
Why a longer investment time horizon matters
Underestimating your investment time horizon often results in your being too risk averse with what should be viewed as long-term investments.
Give yourself the edge – apply today for MBSE’s Advanced Certificate in Financial Planning
This qualification will give you the skills and knowledge to provide a holistic financial planning service.
MBSE’s Higher Certificate in Wealth Management is the ideal entry-level qualification for a financial services career
This qualification is a building block to becoming financial planning professional.
What assembling my son’s trampoline taught me about financial planning
Gavin Smith CFP® has been a financial planner for 10 years. But a recent experience with a mail-order trampoline was something of a Eureka moment for him. My wife and I became parents […]
Estate planning should be a continuous process of managing your assets and liabilities
Estate planning involves structuring and managing your assets while you are alive and putting measures in place to ensure your wishes are carried out after you pass away. It also ensures that there […]
The qualification for financial planners who want to be on top of their game
It’s not possible to provide clients with proper, holistic financial advice unless you’ve obtained the Postgraduate Diploma in Financial Planning, says Hester van der Merwe, the Financial Planning Institute’s Financial Planner of the […]
Longevity risk – are we addressing this appropriately?
The world is changing at a rapid rate and what was true yesterday is simply not true today. One of these outdated truths is that individuals are going to retire at 65 and […]
Impact of lower salary increases on retirement savings
“When you consider that most South Africans retire without sufficient savings, a lack of decent increases will exacerbate the problem,” according to Twané Wessels, Product Actuary at retirement income specialist, Just. Salary increases […]
Working with your client to develop good savings habits
Studies have shown that approximately 80% of New Year’s resolutions fail. While we have the best intentions, we’ve all been there, and most of us know how easily our immediate needs and desires […]
