From spouses to parents: understanding medical scheme dependants
This edition of Cover to Cover explains medical scheme dependant rules, required documentation, and how advisers can help clients keep their families covered.
Best Practice
Family-wide gap cover: a budget lifeline for single-income households
For single parents, a ‘one-family, one-premium’ gap policy turns unpredictable medical shortfalls into a fixed monthly cost, protecting household cashflow.
Plan your next career move at MBSE’s November Virtual Open Days
MBSE’s free Virtual Open Days from 11 to 13 November offer aspiring and established finance professionals a chance to explore accredited qualifications, engage with lecturers, and map out their next academic step.
Why using the correct IRP5 source code matters for SA expats
Incorrect source codes trigger unnecessary tax for hundreds of expatriates. The result is lost refunds or large tax bills.
MBSE’s Virtual Open Days include new BCom in Financial Management
Across three days in November, aspiring and current financial services professionals can explore MBSE’s suite of accredited qualifications.
MBSE launches tailored CPD packages for F&I professionals
MBSE combines conduct and regulatory modules with customer-service training – and offers discounts up to 30% for bundled purchases.
The future of healthcare financing: why brokers must stay agile
In a landscape defined by rising costs and digital disruption, brokers who embrace technology and tailor gap cover to individual life stages will lead the way.
Expanding access to compliance training: MBSE launches FICA CPD course in isiXhosa
MBSE’s first CPD course in isiXhosa makes compliance training more accessible with translated material, subtitles, and assessments.
AI-driven plans reinforce the value of financial advisers
Advisers can highlight their human edge by spotting common gaps in AI-generated DIY plans, from overconfidence in returns to blind spots in risk protection.
Self-Comply gets smarter: tailored compliance for your small business
Moonstone’s enhanced Self-Comply Service gives small FSPs and sole proprietors even stronger compliance support, including dedicated consultants, customised plans, and proactive monitoring.
Study smarter in 2026: MBSE registrations are now open
Kickstart your career with MBSE’s accredited online qualifications – from certificates to its new future-ready BCom degree.
An out-of-date will can be as risky as having no will at all
Marriage, divorce, children, or business changes – life doesn’t stand still, and neither should your will. Wills Week is a reminder to act now.
One click to learning: MBSE introduces progressive web app
Students can now access MBSE’s courses and materials with a single click from desktop or mobile, enjoying seamless, on-the-go learning without opening a browser.
Decoding medical plans for your clients
The first edition of our new series unpacks the types of medical plan, who they suit, and why the cheapest option isn’t always the smartest choice.
FSPs brace for tougher scrutiny as risk-based AML compliance takes centre stage
As South Africa prepares for a tougher FATF evaluation, FSPs must master risk-based compliance – balancing security, cost, and strong partnerships to target real threats and protect legitimate customers.
Staying ahead of regulatory change: why ongoing training is non-negotiable
As regulatory enforcement escalates, MBSE’s specialised FICA, POPIA and NCA short courses provide financial professionals with the most practical way to stay compliant, avoid costly penalties, and build lasting client trust.
When estates stall: why liquidity planning is critical for families
Without careful liquidity planning, families risk financial strain for years while estates remain tied up in red tape, highlighting the need for wills, offshore planning, and open financial conversations.
