MBSE promotion on NQF qualifications closes tomorrow
Enrolling in selected NQF qualifications by 10 December will result in 50% off the first module, adding significant value to the entire course.
Best Practice
FIC report on how to identify and avoid holiday scams
The report highlights patterns, red flags, and practical steps to avoid holiday rental and travel scams.
Choosing the best life cover for your clients: key questions to ask
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.
Is the two-pot retirement system safe from rising cyber threats?
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: don’t let cybercriminals steal your deals
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.
How to avoid the post-holiday debt hangover: budgeting tips for a stress-free new year
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.
When retirement dreams clash with reality: the case for early benefit counselling
Earlier counselling can help members to make more sustainable financial choices, allowing them to embrace retirement with less stress and greater financial integrity.
Future-proofing financial advice: key strategies for a changing landscape
Alexforbes’s Gielie de Swardt shares insights on optimising client engagement, leveraging partnerships, and adapting to tech advancements.
Unlock your future: affordable pathways to qualifications in wealth management and short-term insurance
Aspiring financial professionals can pursue their qualifications at Moonstone Business School of Excellence through various bursary and funding options.
How financial advisers can attract millennials with income protection solutions
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.
Strategies for brokers to address common misconceptions around gap cover
How to show your clients that gap cover can be the missing piece in their overall healthcare and financial protection strategy.
Why fund members are hesitant to adopt trustee-endorsed annuities
Financial planner Lara Warburton says clients believe trustee-endorsed annuities don’t offer enough flexibility or returns to sustain them through long retirement periods.
MBSE’s first cohort of students praise detailed RE 5 training
MBSE’s RE training equips students with the knowledge and skills they need to approach the RE 5 exam confidently.
Cohabiting couples: why living together won’t protect your inheritance rights
Common law marriage doesn’t exist in South Africa, leaving cohabiting couples vulnerable in estate and tax matters. A cohabitation or universal partnership agreement can offer crucial financial protection.
Advisers should not underestimate the implications of the two-pot system for financial planning
Financial advisers should understand the broader implications on tax planning, retirement savings, and investment strategies to guide their clients effectively.
The importance of having a valid will and proper estate planning
Without a legally sound will, an estate is distributed under intestate succession laws, which may not align with your wishes. Make sure your family is protected by drafting a will with the help of a financial adviser.
Moonstone Business School of Excellence launches training for FAIS representatives
MBSE’s RE 5 training is a comprehensive course designed to enhance your understanding of key regulatory frameworks and real-world applications.
