Tag Archives | Financial


World Financial Planning Day – Partner with your client to reach their financial goals

Yesterday, 2 October 2019, was World Financial Planning Day. This day was organised by FPSB (The Financial Planning Standards Board) to raise awareness of the value of financial planning, of having a financial plan and of working with a competent and ethical financial planner who puts clients’ interests first. World Financial Planning Day is also […]

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Top Brands 2019 – How did the financial brands do?

While Samsung and Koo are SA’s overall favourite brands, how did the financial services brands do in the TopBrands Survey? This survey, conducted by Kantar on behalf of Tiso Blackstar Group and the Sunday Times, is considered the leading barometer of consumer sentiment towards brands in the country. “With twenty-one years of the Sunday Times […]

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Understand Financial Crises and gain 8.5 CPD hours

The ultimate objective of the financial advisor is to help clients prepare for the future using the various financial products available. If the financial advisor can minimise the number of traumatic experiences that inevitably occur in the course of the client’s investment journey, it can lead to a stronger client relationship. This task may sometimes […]

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Financial Services Tribunal – New premises and new rules

Background of the Tribunal The Financial Sector Regulation Act 9 of 2017 establishes the independent Financial Services Tribunal in terms of section 219 thereof. The Tribunal replaced the FSB Appeal Board and came into effect on 1 April 2018. Upon application by aggrieved persons, the Tribunal reconsiders decisions of decision-makers as defined in terms of section 218 of […]

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Higher Certificate in Wealth Management – Opens doors into the Financial Services industry

New entrants to the labour market often enquire at Moonstone Business School of Excellence (MBSE) how to go about entering the Financial Services Industry with the aim of building a career. Gone are the days that you could start a career as a representative, receive on-the-job training and make progress through gaining experience. The Industry […]

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Millennial investment approach – Financial Advisers need to play guiding role

Research shows that millennials are more impatient than previous generations. The question is: “But why?” It can be attributed to technological advances which have made our lives easier, more efficient and made us more accustomed to experiencing instant gratification in many aspects of our lives. As a result, we have become accustomed to this swift […]

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Financial Adviser Challenges – How to attract the millennial market

In a recent Linkedin post, Etienne Gouws, CEO of Momentum Intermediary Solutions, shares how financial advisers can build relationships with millennials. According to Gouws, it is important to understand and address the unique challenges that the millennial generation faces. “For financial advisers, this means getting to grips with what this generation is all about rather […]

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