Group benefits are a safety net – if they’re understood
Employee benefits specialist and Certified Financial Planner® Johann Peens unpacks the common pitfalls that can leave members exposed.
Best Practice
Mastering the RE 5: how MBSE turns compliance into career capital
With its structured, flexible training, Moonstone Business School of Excellence transforms the daunting RE 5 into an achievable milestone – equipping learners with regulatory fluency.
COFI | Financial institutions should start their transition planning now
Early preparation will ensure agility and competitiveness once the new regime takes effect.
Advisers ‘could charge more’ for the value they deliver
International comparisons suggest there’s scope for local advisers to lift fees above 0.5% of AUM, says Mark Polson of UK consultancy The Lang Cat.
Wealth management certificate gives top achievers clarity and confidence
For two high achievers, MBSE’s Higher Certificate in Wealth Management didn’t just build skills – it affirmed their passion, sharpened their career focus, and gave them the confidence to grow in the financial planning industry.
Top achievers share how MBSE’s PGDip shapes confident, client-focused financial planners
Valedictorian Edward Becker and top student Mia Barnard say the Postgraduate Diploma in Financial Planning delivers practical skills, rigorous training, and industry-ready knowledge.
How to keep kids safe from online scammers this holiday season
Essential rules and insights to empower youngsters, ensuring they navigate the internet confidently and securely.
COFI countdown: FSPs urged to prepare with the precision of a World Cup coach
Compliance expert Anton Swanepoel says financial services providers must adopt a winning mindset, strategy, and tech-driven approach.
MBSE’s new BCom blends tech, theory and workplace-ready skills for the future
Moonstone Business School of Excellence has launched a future-focused online BCom in Financial Management. By integrating real-world software tools and aligning with industry needs, the programme prepares students for the evolving demands of the workplace.
Don’t let CPD creep up on you again – plan ahead and lighten the load
MBSE has launched a fresh range of online courses – covering topics such as CODI, banking conduct, FICA for banks, and impactful feedback – to help you sharpen your skills.
How your living annuity start date can cost (or save) you tax
Aligning your retirement date with the tax year can smooth income withdrawals and avoid unintended bracket creep.
Master feedback, master engagement: join our webinar on 28 May
This CPD-accredited webinar will teach you the tools and techniques to give – and receive – feedback with clarity, confidence, and emotional intelligence.
Terms of a restraint of trade must be clearly set out
Three recent judgments in employment disputes underscore that courts will enforce only those restraint-of-trade clauses that are drafted with precision, protect a genuine employer interest, and strike a fair balance between competition and individual freedom
Mastering what matters: a framework for retirement planning
Nedgroup Investments’ Nic Andrew shows advisers how a simple, repeatable framework – focused on a handful of high-impact levers – can boost clients’ retirement success probabilities.
AI + empathy: why financial advice’s future is human at heart
Momentum CEO Jeanette Marais says the future of scalable, effective financial advice lies in blending smart tech with emotional intelligence.
MBSE opens virtual doors to aspiring financial professionals
Moonstone Business School of Excellence is hosting Virtual Open Days from 13 to 15 May.
Most financial planners are positive about impact of AI – global survey
Research by the Financial Planning Standards Board finds 64% of advisers are already using or piloting AI tools to streamline client communications and workflows.
