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Home / Posts tagged “#CertifiedFinancialPlanner”

#CertifiedFinancialPlanner

Videos

Video interview: New mutual insurer enters the market

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Key regulatory and compliance developments: looking back at 2024 and what’s ahead in 2025

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Issues around Budget 3.0 with tax specialist Louis Botha

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Top achievers share how MBSE’s PGDip shapes confident, client-focused financial planners

Valedictorian Edward Becker and top student Mia Barnard say the Postgraduate Diploma in Financial Planning delivers practical skills, rigorous training, and industry-ready knowledge.

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Top achievers share how MBSE’s Advanced Certificate helped them level up in financial planning

Emily Broodryk, Elisha Govender, and Francesca Taylor recommend the qualification to financial advisers who want to deepen their expertise.

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FPI hits 5 000 CFP® professionals, CEO calls for broader client base

The increase in certified professionals reflects both a growing recognition of the value of financial planners and a shift towards more inclusive, client-focused financial advice.

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Excellence in action: MBSE students rank high in CFP® exam

As MBSE students earn top-five ranks in the CFP® Professional Competency Exam, the school is already gearing up for the 2025 introduction of the Capstone Project, a new assessment model.

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Investment Rates

 

Updated 21 July 2025

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Money Market funds

Updated 21 July 2025

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FAIS Ombud highlights disclosure duties
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