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.

From struggles to success: how Kediemetse Lekhoana turned obstacles into achievements

Enrolled in MBSE’s Advanced Certificate in Financial Planning, the mother of two refused to accept defeat and persevered until she obtained the qualification.

MBSE now offers four options for funding your studies

With Capitec, you could get up to R500 000 at a discounted fixed interest rate and up to 84 months to pay.

Stand out from the rest with the Higher Certificate in Short-term Insurance

Applications for the second semester close on 26 June.

Advance your career in short-term insurance with Moonstone’s new qualification

Short-term insurance intermediaries who want to remain relevant will have to evolve from being insurance facilitators to professional risk advisers. This one of the key take-outs from Santam’s 2021 Insurance Barometer. “Much of […]

RPL – Your pathway to a formal qualification

Did you know that your “on the job training” and years of experience in handling claims can now lead to you obtaining a formal, recognised qualification? Recognition of Prior Learning (RPL) is the […]

Use the lockdown constructively – Obtain an accredited qualification

The Moonstone Business School of Excellence (MBSE) offers various accredited qualifications that will meet your Fit and Proper requirements and the good news is that you still have time to start your studies […]

Boost your financial planning career – Apply now for the Advanced Certificate qualification

Are you looking for a qualification that could give you an edge in the financial planning industry? Now is the time to consider enrolling for Moonstone’s Advanced Certificate in Financial Planning (NQF Level […]

Need a qualification? – One day left to take advantage of Moonstone’s limited offer

You’ve got just one day left to take advantage of our discount and payment plan offer. In most instances upfront study fees can be a hurdle. Moonstone is aware of this and now […]

Need a qualification? – One day left to take advantage of Moonstone’s limited offer

You’ve got just one day left to take advantage of our discount and payment plan offer. In most instances upfront study fees can be a hurdle. Moonstone is aware of this and now […]

Fit and proper qualification requirements – Tribunal confirms FSCA decision

Failure to comply with fit and proper requirements within set timelines may lead to debarment, an action that will prevent an individual from rendering financial services and functioning as a representative. However, in […]

Acquiring qualifications made easier – Moonstone now offers payment plan options for limited period

For many candidates who are required to obtain a qualification under the Fit and Proper requirements, cost can be a serious constraint. Depending on the financial product/s for which you are authorised, new […]

Considering doing a qualification? – Some guidelines on the Higher Certificate in Wealth Management

With qualifications being a definite “must” for advisors in most categories, it is important to know which one is the right choice. The FSCA recently released FAIS Notice 36 of 2019, providing updated […]

Qualification requirements – Updated recognised list published

In an article in April we recapped the main qualification requirements based on Board Notice 194 of 2017. Depending on the financial product/s which financial advisors are authorised for, new entrants to the […]

The Higher Certificate in Wealth Management – A foundation qualification for financial advisors

Just entered the financial services industry? Mapping your financial planning career? Need to obtain a foundation level qualification for Fit and Proper requirements? Want to upskill yourself in an ever increasingly complicated field? […]

Fit & Proper qualification requirements

– Ensure appropriate qualification for the applicable financial product One of the frequent questions we receive around the new Fit and proper Determination (Board Notice 194 of 2017) is whether or not a […]