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.
Best Practice
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.
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.
Essential role of intermediaries in safeguarding against underinsurance
Effective communication and diligent advisory practices by intermediaries can shield clients from the consequences of underinsurance.
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.
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.
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.
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.
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.
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Every R1 withdrawn prematurely from retirement savings could incur a future loss of up to R30 at retirement.
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.
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.
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.
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.
Education is key to improving your job prospects amid rising unemployment
Upskilling makes it more likely that you will land a job and advance your career. Here is what you should consider when choosing where to study online.
Why insurance should be factored into the cost of buying a car
Maxing out your budget on car repayments without considering the cost of insurance may result in an unexpected financial shortfall every month.
FSP top ups maturity value after Ombud finds investor was not properly advised
The complainant was aggrieved because he received R470 000 from the R700 000 put into an investment plan with income.
