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

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Come Wednesday, 29 May, South Africans will be lining up to vote in the national and provincial elections. The public holiday on the third-to-last day of the end of the CPD cycle also provides FSPs and their representatives with a convenient opportunity to complete their CPD requirements through Moonstone Business School of Excellence (MBSE).

The CPD team at MBSE will be available for potential client enquiries from 8am to 4pm on Election Day.

Monique Brummer, the operations manager at MBSE, says: “We understand that circumstances beyond our clients’ control might cause them to complete their CPD at the last minute, and we are ready to support them if they want to finish their outstanding CPD before or after voting.”

Identified learning objectives

In terms of the Fit & Proper requirements (Board Notice 194 of 2017), CPD for regulatory purposes was officially implemented as a requirement. This means advisers are obliged to perform CPD activities towards regulatory CPD requirements during a CPD cycle, which is 12 months commencing on 1 June of every year and ending on 31 May of the following year.

MBSE’s offerings start at R57 and include more than 80 courses, providing between 0.5 and 9.5 CPD hours, depending on the course.

With so much on offer, it is important that representatives choose the CPD activities relevant to their roles and responsibilities. These activities should enhance their skills, knowledge, expertise, and professional and ethical standards. They should also address any gaps in:

  • technical knowledge;
  • understanding of the financial services environment;
  • knowledge of applicable laws; and
  • knowledge of changes to internal and external conditions relevant to the financial products you are authorised to handle.

To make it easier to find the right one, MBSE’s range of courses is categorised as follows:

  • Regulatory environment – changes in the financial services environment, and knowledge and understanding of applicable laws in the financial services sector.
  • Ethics – ethical standards required in the financial services sector.
  • Technical – professional best practice in terms of provision of financial services, and generic knowledge and understanding of the environment and financial products for which you are authorised.
  • Business skills and abilities – best practice in terms of soft skills and managing your practice.

Flexible e-learning options

MBSE’s CPD courses stand out for their accessibility, offering flexible e-learning options that can be completed on a computer, tablet, or smartphone, anytime and anywhere.

Other features are:

  • access to user-friendly, printable training material that is broken up into smaller units, supplemented with relevant multimedia content;
  • access to MBSE’s helpdesk – queries are answered within three business days; and
  • regular self-assessment to monitor progress.

Students can access and print their certificate once they have completed all the course activities and passed (at least 60%) the assessments.

Brummer urges those who haven’t met their CPD requirements to act now.

“MBSE students get immediate access to courses after payment if they pay by credit card. They can start working on their required CPD hours for the end of May deadline at any time,” says Brummer.

Click here to sign up for an MBSE CPD course before time runs out.

To contact the CPD team at MBSE on Election Day, call 021 880 7102.