Whether you’re an adviser, a representative, or an employee working in the broader financial services industry, ensuring you’re competent for the products you deal with is essential. That’s why Moonstone Business School of Excellence (MBSE) is offering a 50% discount on its full suite of nine Class of Business (COB) modules until 31 December 2025. By enrolling now, you enter 2026 equipped, rather than resolving to play catch-up later.
According to the latest guidance, “class of business training … must include training on … the range of financial products within the class of business”.
Completing the correct COB modules is part of meeting the Financial Sector Conduct Authority’s Fit and Proper standards: a financial services provider, key individual, or representative must complete COB training relevant to the products for which they are authorised or appointed prior to rendering financial services.
What the offer covers
- 50% off all nine COB courses.
- Promo period: 4 November to 31 December 2025.
- Use coupon code MOON50COB (valid only for COB modules).
- Each enrolment may use the coupon once per distinct module.
The nine COB modules
- Short-term Insurance: Personal Lines – A full overview of individual-client short-term insurance products, fee structures, risks, and regulation.
- Long-term Insurance – Covers life, investment-linked and retirement products, regulation, asset classes, taxation, and client-need assessment.
- Short-term Insurance: Commercial Lines – Focused on business risk, underwriting, claims, compliance, and servicing commercial clients.
- Investments – Product characteristics, fees, risks, legislation, taxation, and portfolio construction relating to retail investment and pension-linked products.
- Short- and Long-term Deposits – Examines deposit products of both durations: structure, regulation, fees, risks, and suitability for clients.
- Pension Fund Benefits – Retirement fund products, group risk benefit options, legislation, and advice for retirement planning.
- Structured Deposits – Training on structured deposit products: their features, costs, legislation, taxation, and suitability assessment.
- Health Services Benefits – Focuses on medical schemes and health benefit products, regulatory environment, and how health cover fits into a client’s financial plan.
- Forex Investments – Foreign exchange investment products: fee/risk profiles, regulatory frameworks and suitability assessment in the financial services context.
All modules are designed for representatives and employees in the financial services industry seeking to build competence in their class of business.
The pre-discount price for each module is R760 (including VAT), with the 50% discount applied bringing the cost down to R380 (including VAT) per module.
Why act now?
Waiting until the new year means you may start 2026 already behind your peers. By enrolling now, you gain the training aligned with your competence obligations under regulation, and you’ll be better prepared to differentiate yourself early in the year.
In short: secure the learning now, hit the ground running in 2026.
Visit www.mbse.ac.za for more information.
For more information, contact MBSE at help@mbse.ac.za.
I need to register all the class of business and please help with total cost of the payment and documents requirements .
I have asked MBSE to contact you.
I have RE5 not currently working in the industry am I eligible to register? How will this boost my CV?
Good day. I have referred your query to MBSE for a response.
Yes, you can register.
MBSE replies: “COB and RE5 may work as an advantage when it come to applying for a job, but it also depends on the company requirements, and both of the qualifications are required when you are already in the field.”