Join MBSE’s Virtual Open Days to learn about industry-relevant qualifications, gain insights from expert co-ordinators, and discover career opportunities in financial planning, insurance, wealth management, and compliance.
Businesses faced a whirlwind year of challenges and opportunities in 2024. Business Partners has five critical strategies owner-managers can adopt to build resilient, future-proof businesses in this unpredictable environment.
Business owners who neglect to inform their insurers of changes risk denied claims, policy voidance, and even lawsuits.
Gap cover can protect your clients’ retirement savings and long-term goals from unexpected medical expenses.
The Postgraduate Diploma attracts individuals who embody resilience, self-discipline, and a relentless pursuit of excellence. The top students prove that with the right mindset, structured planning, and flexible learning, professionals can overcome any obstacle.
Enrolling in selected NQF qualifications by 10 December will result in 50% off the first module, adding significant value to the entire course.
The report highlights patterns, red flags, and practical steps to avoid holiday rental and travel scams.
Choosing the best life insurance for your clients is about more than comparing prices. It’s about ensuring the cover meets their unique risks and needs, from income protection to cancer care, says Bidvest Life’s Mark Neil.
Biometric expert Murray Collyer explains how the latest technological advancements can prevent fraud and protect your retirement savings in a rapidly evolving digital world.
Black Friday promises incredible deals, but it also opens the door to potential fraud. From phishing scams to counterfeit cards, fraud experts highlight key strategies to keep your credit safe and protect your new purchases.
Instead of treating a year-end bonus as disposable income, incorporate it into your financial planning by focusing on debt repayment, savings, or long-term investments such as further education.
Earlier counselling can help members to make more sustainable financial choices, allowing them to embrace retirement with less stress and greater financial integrity.
Alexforbes’s Gielie de Swardt shares insights on optimising client engagement, leveraging partnerships, and adapting to tech advancements.
Aspiring financial professionals can pursue their qualifications at Moonstone Business School of Excellence through various bursary and funding options.
Bidvest Life’s Nic Smit suggests shifting from the traditional approach of leading with death coverage to focusing on income protection when engaging younger clients.
How to show your clients that gap cover can be the missing piece in their overall healthcare and financial protection strategy.
Financial planner Lara Warburton says clients believe trustee-endorsed annuities don’t offer enough flexibility or returns to sustain them through long retirement periods.
