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Home / Best Practice / Page 5

Best Practice

Videos

Video interview: New mutual insurer enters the market

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Key regulatory and compliance developments: looking back at 2024 and what’s ahead in 2025

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Issues around Budget 3.0 with tax specialist Louis Botha

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From struggles to success: how Kediemetse Lekhoana turned obstacles into achievements

Enrolled in MBSE’s Advanced Certificate in Financial Planning, the mother of two refused to accept defeat and persevered until she obtained the qualification.

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Insurers push for trackers as theft of high-end vehicles surges

According to the latest SAPS crime statistics, there were 5 973 carjackings in the fourth quarter of 2023.

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Inseta extends lifeline for Further Education and Training Certificates

Inseta’s decision allows MBSE to continue offering its FETC Short-term Insurance and FETC Wealth Management qualifications.

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Boost your financial planning career with MBSE’s triple-accredited postgraduate diploma

Enrolments are open until 1 July for the Postgraduate Diploma in Financial Planning, a qualification designed to elevate careers in holistic financial planning.

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Research points to the need for regular reviews to ensure a living annuity will last

Simply setting an initial low percentage drawdown and hoping for the best is unlikely to result in a stable income in real terms, ASSA finds.

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Boost your career prospects with MBSE’s accredited qualifications

Apply by 1 July to access Moonstone Business School of Excellence’s top-tier courses in financial planning and compliance.

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Essential role of intermediaries in safeguarding against underinsurance

Effective communication and diligent advisory practices by intermediaries can shield clients from the consequences of underinsurance.

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Final opportunity: access MBSE’s CPD courses instantly as cycle nears its end

MBSE will unveil its updated courses for the new CPD cycle on 1 June, giving a head start for those eager to avoid the last-minute rush.

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Road hazard: unfit and unsafe vehicles slip through the cracks in the second-hand market

SAIA says the term ‘write-off’ can have various interpretations, and each insurer uses its own criteria to determine whether a vehicle is uneconomical to repair.

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Make your mark: MBSE can help with last-minute CPD rush on 29 May

Moonstone Business School of Excellence’s CPD team will be available to assist clients with enquiries on Election Day.

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Countdown to CPD deadline: MBSE has essential courses for FSPs and key individuals

Moonstone Business School of Excellence offers more than 80 courses with flexible e-learning options, so you can meet your CPD requirements easily.

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Quality over quantity: growing your advisory firm without sacrificing client service

You can grow a profitable small advisory business by proactively limiting client numbers and improving client quality, research from the US suggests.

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Two pots: resist the urge to access your RA savings unnecessarily

Every R1 withdrawn prematurely from retirement savings could incur a future loss of up to R30 at retirement.

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Last-minute CPD rush? Moonstone Business School of Excellence has the solution

MBSE’s CPD courses provide flexible e-learning opportunities that can be conveniently accessed and completed on various devices.

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Deadline looms: MBSE’s CPD courses offer last-minute solutions for professionals

Moonstone Business School of Excellence’s CPD courses offer flexible e-learning options that can be completed on various devices, anytime and anywhere.

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How can gap cover add value for my clients and how do I help them choose the right policy?

The difference between medical scheme cover and medical insurance – and where gap cover fits in.

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Why business insurance must be reviewed and updated regularly

The financial fall-out from a policy that is not up to date only becomes clear when a claim is submitted, and it is repudiated or not paid out in full.

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  • Financial institutions should prepare for ‘more demanding’ AML/CFT review
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