MBSE gets the thumbs-up from top Higher Certificate in Wealth Management students
Supportive and knowledgeable lecturers are among the reasons.
Best Practice
Advertising code requires crypto providers to alert consumers to investment risks
Advertising Regulatory Board adds new rules governing the marketing of crypto products and services.
Top Postgraduate Diploma in Financial Planning students recommend MBSE
The qualification is demanding, but it’s ‘definitely possible to get across the line with Moonstone’.
Cybercrime judgment has implications for FSPs that email bank details to clients
ENS was aware that business email compromise attacks were rife in the conveyancing industry, judge says.
Store consultant’s relationship to the insurer proves decisive in ombud’s ruling
Claim was rejected because the phone was not used with the SIM card encoded with the number listed on the policy schedule.
Golfer lands in the rough with hole-in-one insurance claim
The insured submitted that, in terms of the policy, he was entitled to the maximum indemnity.
Beneficiary nomination updates and crypto assets in a will
New trends call for new requirements. Help your clients to fulfil their wishes when the time comes.
Resources on disclosures related to climate risk and investments
The final part in a six-part series that explains why climate risk matters to investors.
Climate-related disclosure in South Africa
Part five in a series that explains why climate risk matters to investors.
How companies should disclose climate-related information
Part four in a series that explains why climate risk matters to investors.
Task Force on Climate-related Financial Disclosures
Part three in a series that explains why climate risk matters to investors.
Climate change impacts on investment
Part two in a series that explains why climate risk matters to investors.
Why climate change is an investment risk
A short video that explains why climate risk matters to investors.
Analysis of oncology benefits reveals grave cost concerns
Both private healthcare and public healthcare are negatively affected by costing factors beyond their control.
Clients need to be reminded of the long-term benefits of risk cover
Intermediaries can help clients to understand the implications of losing their protection.
What assembling my son’s trampoline taught me about financial planning
Gavin Smith CFP® has been a financial planner for 10 years. But a recent experience with a mail-order trampoline was something of a Eureka moment for him. My wife and I became parents […]
