Hit the ground running in 2026: MBSE COB modules half price
Don’t wait for New Year’s resolutions – build or refresh your competence in financial services with MBSE’s nine COB modules.
Best Practice
Planners as influencers: how to grow reach without losing trust
Marketing and reputation experts urge financial planners to build an authentic online presence to counter misinformation.
Meet the people behind MBSE’s qualifications at the 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.
Nicola Langridge is the 2025 Financial Planner of the Year
Here are all the award-winners announced at the Financial Planning Institute’s gala dinner on Monday night.
FSCA is aligning its work with COFI before the Bill becomes law
The new Integrated Regulatory System will deliver a single, unified view of entities and support an activity-based supervisory model aligned to COFI’s principles.
Advice is evolving from transactions to trusted relationships
The industry is moving beyond sales models towards relationship-led, purpose-driven engagement built on trust, transparency, and technology.
Tech, sustainability, and transparency will be currency of financial advice
The transition from commission-based remuneration succeeds only when advisers clearly communicate what clients are paying for.
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.
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.
