This Toolkit makes POPIA compliance more practical for businesses
Moonstone Compliance’s POPIA Toolkit gives businesses a structured, practical way to navigate POPIA through customisable templates, checklists, and risk-management tools.
Best Practice
COFI will connect what financial institutions offer, say, and deliver
The outcomes-based framework links product and service governance with customer expectations and the experience that follows.
MBSE expands regulatory exam training with new RE1 programme
Developed in response to industry demand, the online course focuses on building the regulatory knowledge aspiring Key Individuals need for their oversight responsibilities.
What makes a great financial planner? MBSE’s top achievers have one answer
The MBSE graduates say the Advanced Certificate in Financial Planning reshaped how they approach clients, proving that great advice begins with understanding people.
AI can assist at every planning stage, but advisers remain accountable
New FPSB guidance says professional scrutiny should extend beyond factual accuracy to omissions, bias, assumptions, and the alternatives considered by AI models.
More than marks: The stories behind MBSE’s top PGDip graduates
Three graduates, three very different journeys – meet the professionals whose determination, resilience, and love of learning earned them a place among MBSE’s top PGDip achievers.
MBSE marks a milestone with first in-person graduation ceremony
As graduates celebrate their success, prospective students have until 29 June to enrol for the second semester of the 2026 academic year.
Government gives legacy financial services qualifications another reprieve
A government extension means MBSE can continue enrolling students for its FETC: Short-term Insurance and FETC: Wealth Management qualifications for another 24 months.
Preparing for COFI: ‘fair outcomes’ will be the new compliance test for FSPs
Even smaller firms will need to demonstrate fair treatment, as the regime makes proportionality a matter of scale, not exemption.
CPD deadline days away: MBSE highlights immediate-access course options
Professionals still have time to complete any outstanding hours, but they should avoid leaving enrolment to the weekend.
AI in financial advice: where investors draw the line
Morningstar’s behavioural study shows reactions hinge on the use case and on how advisers explain, govern, and remain accountable for AI-assisted work.
NCR signals tougher affordability enforcement as vehicle finance risks mount
Lenders and dealers should dig deeper into living costs, dependants, and insurance obligations to avoid stretching consumers beyond their means.
Human error remains the biggest cybersecurity threat for dealerships
Panellists at the F&I Virtual Summit say most data breaches still begin with staff mistakes, despite growing investment in digital systems and compliance controls.
F&I professionals urged to turn compliance into customer value
Strong engagement, clear records of advice, and a culture of ethics can help F&I professionals build trust and improve customer outcomes.
Clearer communication can prevent many motor insurance disputes
The NFO says proactive disclosure, better underwriting conversations, and stronger intermediary oversight will benefit customers and insurers alike.
Running out of time for CPD? MBSE says use the hours you already have
Advisers can reduce last-minute pressure by breaking the remaining hours into shorter, more manageable sessions instead of cramming courses into a final rush.
On-site fuel storage may create hidden insurance exposures
GIB Insurance Brokers says firms storing larger fuel volumes on-site should ensure insurers are informed and that sums insured reflect the increased exposure.
