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Home / Posts tagged “#financialeducation”

#financialeducation

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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South Africans need spending discipline to turn financial plans into reality

Fewer people are pausing contributions or dipping into investments, yet many doubt they’ll have enough for a comfortable retirement, according to the Savings & Investment Monitor.

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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.

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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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Make your CPD hours count before the 31 May deadline

With the clock ticking, MBSE’s flexible, value-packed online CPD courses help you stay compliant and grow professionally – even at the last minute.

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Defining ‘financial education initiative’: key takeaways from new Conduct Standard

Senior legal adviser Lize de la Harpe unpacks the critical definitions, scope-limits, governance, and reporting obligations of the FSCA’s Conduct Standard.

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How to build a lasting legacy: wealth transfer strategies for families

From trusts to tax-smart retirement planning, here’s how to protect your estate, reduce taxes, and prepare the next generation to manage and grow your wealth.

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Finalised Conduct Standard for financial education released

In response to stakeholder concerns over increased costs, the FSCA says the requirements can be scaled to each institution’s size and complexity.

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MBSE celebrates 10 years of innovation in online financial education

From its roots in corporate insurance training to leading the charge in online learning, Moonstone Business School of Excellence is shaping the future of financial services education.

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FSCA discloses approach to regulating a rapidly changing financial sector

Unathi Kamlana says the Authority will support the integration of advanced technologies and strengthen frameworks for consumer protection, cyber resilience, and financial inclusion.

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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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MBSE top achievers shine: how these financial pros thrived with online learning

Dèvon Jordaan, Stéan Bouwer and Grant Greenfield, top achievers at Moonstone Business School of Excellence, share their stories on the power of preparation and perseverance.

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Deadline looms for input on FSCA’s financial education charter

The finalised Financial Education Commitment Charter is set to have a significant on impact the industry, requiring institutions to invest in targeted education programmes.

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MBSE promotion on NQF qualifications closes tomorrow

Enrolling in selected NQF qualifications by 10 December will result in 50% off the first module, adding significant value to the entire course.

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When retirement dreams clash with reality: the case for early benefit counselling

Earlier counselling can help members to make more sustainable financial choices, allowing them to embrace retirement with less stress and greater financial integrity.

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Retirement funds are the new ‘must-have’ – thanks to the two-pot system

The system is driving a shift in how members engage with their retirement funds. Members are monitoring their savings and reacting to market fluctuations, says Old Mutual.

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Opportunity for young professionals to start their financial journey in the right way

Various financial practices will provide essential insights and guidance to young professionals at an event in Cape Town.

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Investment Rates

 

Updated 18 August 2025

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Money Market funds

Updated 18 August 2025

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Group risk cover: how to avoid common pitfalls
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