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Home / Best Practice / Page 4

Best Practice

Videos

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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Budget: Key changes for taxpayers and investors

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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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COFI | Financial institutions should start their transition planning now

Early preparation will ensure agility and competitiveness once the new regime takes effect.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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F&I compliance is good for business and customers
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