Strong engagement, clear records of advice, and a culture of ethics can help F&I professionals build trust and improve customer outcomes.
As the nation deals with the COVID-19 pandemic and its impact, it is an important time for South Africans to take charge of their finances. The FSCA has compiled a series of videos […]
The Higher Certificate in Wealth Management (HCWM) provides an ideal entry point into the financial services industry in various roles, or to kick-start your career in financial planning. The good news is that […]
Cybersecurity awareness is particularly critical at this time, as cyber criminals have taken advantage of the global situation. One of the starting points to improve cyber security is password security, as your password […]
The latest South African Customer Satisfaction Index (SA-csi) for life insurance has just been released. According to Consulta that conducted the research “insurers are heading into an environment where consumers will be under […]
The latest South African Customer Satisfaction Index (SA-csi) for life insurance has just been released. According to Consulta that conducted the research “insurers are heading into an environment where consumers will be under […]
The Council for Medical Schemes recently published PMB definition guideline: COVID-19 v3, a guideline that clarifies PMB entitlements of medical scheme beneficiaries within the context of the pandemic, ensuring that there is uniform […]
The Council for Medical Schemes recently published PMB definition guideline: COVID-19 v3, a guideline that clarifies PMB entitlements of medical scheme beneficiaries within the context of the pandemic, ensuring that there is uniform […]
Cabinet has approved the tabling of the Financial Sector Laws Amendment Bill, 2020, in Parliament. According to Treasury, the Bill is part of the Twin Peaks reform of the financial regulatory system applicable […]
Cabinet has approved the tabling of the Financial Sector Laws Amendment Bill, 2020, in Parliament. According to Treasury, the Bill is part of the Twin Peaks reform of the financial regulatory system applicable […]
In a recent Advisor Perspective article, the role of caring and the importance of clear boundaries in professional relationships are highlighted, with specific reference to the financial adviser – client relationship. The writers […]
In a recent Advisor Perspective article, the role of caring and the importance of clear boundaries in professional relationships are highlighted, with specific reference to the financial adviser – client relationship. The writers […]
Are you looking for a qualification that could give you an edge in the financial planning industry? Now is the time to consider enrolling for Moonstone’s Advanced Certificate in Financial Planning (NQF Level […]
The stand-off between non-life insurers and clients with business interruption cover on their policies increased in intensity as the Financial Sector Conduct Authority stepped up its involvement in the fray. According to a […]
The stand-off between non-life insurers and clients with business interruption cover on their policies increased in intensity as the Financial Sector Conduct Authority stepped up its involvement in the fray. According to a […]
To avoid unlawful credit agreements, it is imperative for both credit providers and consumers to be aware of the National Credit Act (NCA) and the effects thereof. “The NCA intends to achieve a […]
To avoid unlawful credit agreements, it is imperative for both credit providers and consumers to be aware of the National Credit Act (NCA) and the effects thereof. “The NCA intends to achieve a […]
Towards the end of last year, a judgment by the Grahamstown High Court made it unlawful for banks to bring National Credit Act matters before the high court instead of the much cheaper […]
