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Home / Best Practice / Page 4

Best Practice

Videos

Timur Turlov on chess, investing, and why South Africa matters

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Day 2 Highlights from the FSCA Industry Conference 2026

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Day 1 Highlights from the FSCA Industry Conference 2026

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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Bonitas, Medscheme clash over CMS investigation
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