Tag Archives | Financial


Financial services and technology – Opportunity to understand and earn CPD hours

FinTech essentially encapsulates the intersection between the financial services industry and technology. The importance of FinTech is evidenced in the manner in which it is currently disrupting traditional financial models and structures. The disruption caused by FinTech offers both opportunities and challenges to large and small financial services companies in South Africa. The Introduction to […]

Continue Reading

Boost your financial planning career – Apply for the Advanced Certificate in Financial Planning

Are you in the process of planning your training schedule for 2020? 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 6). The Advanced Certificate in Financial Planning (ACFP) will provide you with the skills […]

Continue Reading

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 […]

Continue Reading

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 […]

Continue Reading

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 […]

Continue Reading

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 […]

Continue Reading