F&I professionals urged to turn compliance into customer value
Strong engagement, clear records of advice, and a culture of ethics can help F&I professionals build trust and improve customer outcomes.
FAIS
Running out of time for CPD? MBSE says use the hours you already have
Advisers can reduce last-minute pressure by breaking the remaining hours into shorter, more manageable sessions instead of cramming courses into a final rush.
Still short on CPD hours? MBSE suggests ready-made combinations
MBSE’s CPD combinations help advisers and FSPs to complete their annual requirements while focusing on ethics, conduct, communication, and regulatory readiness.
CPD deadline looms – make the final hours count where it matters
With 31 May approaching, advisers face a tighter window and higher stakes – choosing CPD that delivers practical value, not just compliance.
R2m fine as FSCA tightens net on unlicensed investment schemes
Twin enforcement actions show sustained pressure on unauthorised operators and market misconduct.
FSCA to sharpen ESG disclosure rules as scrutiny shifts to conduct
Guidance under development signals stricter application of existing rules to sustainability claims and disclosures.
New CPD courses tackle crypto advice and real-world ombud lessons
MBSE launches two practical CPD programmes to help advisers meet crypto compliance requirements and learn from ombud rulings shaping the financial services industry.
MBSE hits the road: bringing F&I training directly to dealerships
MBSE visits automotive dealerships to equip F&I professionals with CPD, FICA, and POPIA training tailored for their workplace needs.
Where theory meets practice: HCWM graduates turn learning into impact
Top achievers share how MBSE’s Higher Certificate in Wealth Management translates knowledge into real-world confidence.
Clock is ticking for intermediaries to shape OMNI-Risk Return
Comprehensive industry input now will influence what data the FSCA collects and how it prioritises future enforcement and benchmarking.
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.
FSCA provides an update on progress with the move to COFI
The Authority’s latest three-year Regulation Plan does not specify by when the three-phase transition project will be completed.
Achieve your professional goals in 2024 through further studies with MBSE
As the deadline for Moonstone Business School of Excellence’s 2024 enrollment approaches, 2023 top achiever Daniël van Heerden shares his insights on what it takes to complete the Postgraduate Diploma in Financial Planning.
MBSE provides top-quality financial education and a convenient way to learn
A top achiever in the Advanced Certificate in Financial Planning programme recommends MBSE because of the quality of the teaching and the friendly lecturers.
When will Cofi be served?
The FSCA publishes its updated regulatory agenda for the next three years.
CPD deadline less than three weeks away
You have only 18 days left as we approach the end of the Continuous Professional Development (CPD) cycle and the deadline for the Financial Advisory and Intermediary Services (FAIS) CPD, which is 31 […]
Advertising regulations much stricter
“One of SA’s big five banks has been censured for practising “deception” in advertising for its rewards programme,” according to an article in the Sunday Times. The bank’s scheme offered “up to R5 […]
