Companies offering MBSE’s Occupational Certificate: Compliance Officer training as a learnership can qualify for tax rebates, earn B-BBEE points, and apply for discretionary grants.
The new edition of ‘The Ultimate Guide to Retirement in South Africa’ provides the big picture about retirement, facilitating informed conversations between clients and advisers.
The qualification provides learners with a foundation for various roles in the financial services industry, or to kick-start their career in financial planning.
A fire at the Vodacom building in Cape Town has prompted insurers and the City of Cape Town to emphasise the importance of using accredited installers.
Like the regulator’s annual renewal registration process, the National Credit Act is filled with potential pitfalls. MBSE’s online courses help you to master the requirements of the Act.
The events that led up to an insurance claim for a stolen car are reminiscent of the hit comedy ‘The Hangover’.
With up to one-quarter of work activities set to change in the next 10 years globally, having an entrepreneurial mindset will be key to riding the generative AI wave.
Money in the savings pot should be withdrawn only as a last resort, for absolute financial emergencies.
The Actuarial Society of South Africa (ASSA) has issued a second communication in as many weeks advising retirees to consider guaranteed annuities as part of their planning for retirement income.
Attendees can claim 7.5 CPD hours provided they attend both days of the webinar and complete an assessment.
Indications that great care needs to be taken to investigate the claim before it is paid.
Pensioners are sacrificing the certainty of a lifetime guaranteed income in the hope that some capital will remain for a loved one when they die.
With Capitec, you could get up to R500 000 at a discounted fixed interest rate and up to 84 months to pay.
Advisers can reference the data to guide consumers in making informed decisions about risk cover.
Having accurate declared insured values is fundamental to the insurer being able to underwrite the policy properly.
Long-term insurance ombudsman orders the complainant to be compensated for poor service.
Applications for the second semester close on 26 June.
