Time is running out to get your CPD points
And applications are now open for the second semester.
Qualifications
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
Monday deadline for MBSE’s first-semester qualification intake
Set yourself apart from the crowd with an accredited qualification that is recognised by the FSCA and professional bodies.
Deadline looms for MBSE’s first-semester qualification intake
MBSE also has a wide range of courses that enable you to meet your CPD requirements.
Two important reminders for 2023
Set yourself apart from the crowd with an accredited qualification from MBSE.
CMS ups the ante for accreditation as a healthcare broker
The Council for Medical Schemes (CMS) is introducing a new requirement for people applying to be accredited as healthcare brokers for the first time, or brokers renewing their accreditation and whose qualifications have […]
List of recognised qualifications updated
The formal “Lists of Qualifications Recognised for Financial Services Providers, Key Individuals and Representatives, 2021” came into operation on 31 May 2021. This replaces its namesake for 2020. The list contains approved qualifications […]
SAQA impacted by funding constraints
Legalbrief Today reports as follows: “The SA Qualifications Authority (Saqa) has been forced to operate at limited capacity due to funding constraints, which could leave thousands of prospective students and employees in limbo. […]
Professional qualification – Second chance to register
Here is some good news for you if: -your study plans were interrupted by the pandemic -you left it too late to register for studies in the 2021 academic year -you were unsure […]
FAIS Credits and Qualifications
The competency requirements under FAIS are often misunderstood, leading to many people stressing unnecessarily. Prior to 2010, transitional arrangements were in place which allowed for “FAIS Credits” to be obtained which would exempt […]
Qualification deadline at hand
People appointed before 2010 had various options regarding prescribed qualifications, including obtaining a certain minimum number of credits, depending on what categories they were licensed for. My alert colleague, Paull Lawrence, sent us […]
Wealth Management Training Opportunities
Align your training and development needs with the Regulator’s drive towards professionalization by making use of the services listed below. Just click on the title for more information. HIGHER CERTIFICATE IN WEALTH MANAGEMENT […]
Proposed Amendments to Competency Requirements
The proposals concerning competency requirements under the new Fit and Proper regulations, published in December 2015, include the following: Experience It is proposed that, in order for a person to be approved as a […]
Important Qualification Requirements
The regulatory examinations took precedence for most people in the industry, and may have averted the focus from the qualification requirement, particularly in the case of representatives working under supervision. Industry demands for […]
