RE1 is just the start of the Key Individual journey
From regulatory exams to qualifications, Class of Business training, and CPD, MBSE can support professionals through the broader Fit and Proper requirements.
Best Practice
From side hustle to registered business: Getting CIPC right
Designed for entrepreneurs and professionals assisting clients, MBSE’s new course provides a practical guide to registering a business and staying compliant afterwards.
Safeguarding client assets under COFI: familiar rules, new expectations
The Bill re-organises existing asset-protection obligations into a fiduciary framework that places greater emphasis on governance, evidence, and customer protection.
Experience meets purpose for MBSE’s Wealth Management top achievers
Financial services professionals explain how the Higher Certificate in Wealth Management sharpened their skills, broadened their perspective, and prepared them for the next stage of their careers.
MBSE staff lead by example in lifelong learning
Three staff members returned to formal study while working full-time, gaining new qualifications and fresh insight into the challenges their students face.
Is your leadership team equipped to oversee FICA compliance?
Moonstone Compliance’s executive training gives decision-makers the knowledge to manage regulatory risk, exercise effective oversight, and strengthen governance.
Restraints of trade: What financial services businesses need to get right
Case law highlights the drafting, evidence, and settlement pitfalls that can determine whether valuable client relationships and confidential information remain protected.
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.
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.
