CMS webinars for brokers, trustees, and medical scheme employees
The Council will provide a CPD-accredited training session for newly appointed healthcare brokers in August.
Training
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
Training webinars for healthcare brokers in July and November
Attendees can claim 7.5 CPD hours provided they attend both days of the webinar and complete an assessment.
CMS training webinars for healthcare brokers in May
The Council for Medical Schemes (CMS) will host two-day training webinars for healthcare brokers in May. There will be a compulsory assessment on the second day of the webinars. The sessions will cover […]
POPIA Frenzy – is it really necessary?
Normally, at this time of year, the annual sardine run has the KZN coastline on full alert. Its impact on work productivity in the province is huge. The same can be said about […]
POPIA regulations – Don’t be left in the dark
My business processes and stores a large amount of client data. Does the POPI Act apply to me? What personal information does it relate to? With POPIA compliance crucial this year, South African […]
Class of Business Training – What if you do not comply on 15 December?
As a result of the impact of COVID-19 on the financial services industry, several relaxations to regulatory and filing deadlines considering the challenges that regulated entities may face in these trying times, were […]
Conduct Standard for Pension Fund Board members – Minimum skills and training requirements spelt out
After a comprehensive public consultation process and submission to Parliament, as required in terms of section 103 of the Financial Sector Regulation Act, 2017 (FSR Act), the FSCA has published the Conduct Standard […]
The Trust Dilemma – Earn CPD hours when you attend the facilitated training session
In the absence of trust, no relationship can be sustained. Trust, therefore, forms the basis of any relationship. MBSE has developed a course to equip delegates with all the necessary tools and skills […]
Class of Business – make it part of your training schedule
With the Class of Business requirements that commenced on 1 August 2018 it is important to note that CoB can also be added to your training schedule if you: Wish to remain up to date […]
Long-term Insurance Class of business Training
In terms of Board Notice 194 of 2017, class of business (CoB) training forms a compulsory part of the competence requirements for FSPs, Key Individuals and Representatives. Moonstone Business School of Excellence (MBSE) […]
Class of business – More about Short-term Insurance – Personal lines
In terms of Board Notice 194 of 2017, class of business (COB) training forms a compulsory part of the competence requirements for FSPs, Key Individuals and Representatives. The product categories that an FSP […]
Add Class of Business to your 2018 training calendar
Why is Class of Business an important 2018 training option for everyone and not only for learners who need to comply with the fit and proper requirements for financial services providers? Also add […]
Class of Business Training Now Available
Registration for Class of Business training by Moonstone Business School of Excellence (MBSE) is now Open What and When? The Act stipulates that a FSP and representative must complete the class of business […]
POPI Awareness Training
Moonstone Business School of Excellence (MBSE), in collaboration with Compliance Online, now offer a nine-module online training course for businesses that will be required to comply with the requirements of the Protection of […]
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 […]
FSB Training intervention for Category I FSPs
The FAIS Supervision Department conducted a training intervention in 2014 for Category I FSPs who are not obliged to employ the services of a compliance officer. This continued during 2015 and 2016. During 2014 […]
Regulatory Exam Bodies may not endorse Training Services
Regulatory Examination bodies such as Moonstone operate in terms of a mandate from the FSB. In a sense, we represent the Regulator, which means that we are bound by exactly the rules and […]
