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.
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Before you judge someone else’s will, check your own
As World Financial Planning Day highlights the value of turning financial goals into action, MBSE’s Tyrone Ford asks whether your own estate plan would leave your family knowing what you wanted – and what to do next.
Experience meets purpose for MBSE’s Wealth Management top achievers
Financial services professionals explain how the Higher Certificate in Wealth Management sharpened their skills, broadened their perspective, and prepared them for the next stage of their careers.
What makes a great financial planner? MBSE’s top achievers have one answer
The MBSE graduates say the Advanced Certificate in Financial Planning reshaped how they approach clients, proving that great advice begins with understanding people.
More than marks: The stories behind MBSE’s top PGDip graduates
Three graduates, three very different journeys – meet the professionals whose determination, resilience, and love of learning earned them a place among MBSE’s top PGDip achievers.
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.
