Your future self is counting on you
World Financial Planning Day is a timely reminder to reflect on your retirement plan, with MBSE’s Julette Wentzel asking whether your future self will thank you for today’s decisions.
#financialadviser
Sanlam adviser loses urgent application despite court’s finding on disputed ‘bobbejaan’ phrase
The High Court accepted the adviser’s explanation of an Afrikaans expression for interim purposes, but held that unresolved earlier allegations could still justify terminating his contract.
Tribunal draws a hard line on undisclosed client benefits
The decision turned on the adviser’s acceptance of personal benefits from a client, the lack of proper compliance disclosure, and the higher standard expected of a KI.
Wealth management certificate gives top achievers clarity and confidence
For two high achievers, MBSE’s Higher Certificate in Wealth Management didn’t just build skills – it affirmed their passion, sharpened their career focus, and gave them the confidence to grow in the financial planning industry.
Broker’s acknowledgment of debt falls outside National Credit Act
The High Court overturns a lower court’s decision in favour of a financial adviser whose commissions were clawed back.
MBSE Virtual Open Days off to a strong start
Join MBSE’s Virtual Open Days to learn about industry-relevant qualifications, gain insights from expert co-ordinators, and discover career opportunities in financial planning, insurance, wealth management, and compliance.
Explore your path to financial services success at MBSE’s Virtual Open Days
Join MBSE’s Virtual Open Days to learn about industry-relevant qualifications, gain insights from expert co-ordinators, and discover career opportunities in financial planning, insurance, wealth management, and compliance.
Former Momentum financial planner arrested for R4.7 million fraud
The financial services group is aware of another client who fell victim to the former employee’s alleged misconduct.
