From a shipbuilding director to a career-changer at 40 and a junior adviser navigating cross-border portfolios, MBSE’s Advanced Certificate in Financial Planning equips diverse professionals with confidence.
Momentum Insure’s chief actuary, Rudolf Britz, urges advisers to guide clients through an annual insurance review in January – a simple yet powerful step to protect goals, reduce worry, and enable financial growth.
Top achievers from Moonstone’s Postgraduate Diploma in Financial Planning show how the programme builds professional judgement, technical depth, and career clarity.
Don’t wait for New Year’s resolutions – build or refresh your competence in financial services with MBSE’s nine COB modules.
Marketing and reputation experts urge financial planners to build an authentic online presence to counter misinformation.
MBSE’s free Virtual Open Days from 11 to 13 November offer aspiring and established finance professionals a chance to explore accredited qualifications, engage with lecturers, and map out their next academic step.
Here are all the award-winners announced at the Financial Planning Institute’s gala dinner on Monday night.
The new Integrated Regulatory System will deliver a single, unified view of entities and support an activity-based supervisory model aligned to COFI’s principles.
The industry is moving beyond sales models towards relationship-led, purpose-driven engagement built on trust, transparency, and technology.
The transition from commission-based remuneration succeeds only when advisers clearly communicate what clients are paying for.
Sanlam Studios’ upgraded AI Coach now offers guidance on medical aid, primary care and gap cover.
For single parents, a ‘one-family, one-premium’ gap policy turns unpredictable medical shortfalls into a fixed monthly cost, protecting household cashflow.
The Insurance Gap Study finds SA’s life and disability shortfall has swelled to R50.4 trillion, with the average earner holding only 39% of the cover their dependants would need.
MBSE’s free Virtual Open Days from 11 to 13 November offer aspiring and established finance professionals a chance to explore accredited qualifications, engage with lecturers, and map out their next academic step.
ASISA’s research shows formally employed South Africans face a major liquidity risk: R4 trillion in earnings versus only R1.1 trillion in critical illness cover.
One fund provides a Regulation 28-friendly way to access a South African multi-asset income strategy, while the other is a rand feeder into a US dollar multi-asset income fund.
According to Bidvest Life’s 2024 Claims Report, younger clients and women accounted for most income protection claims – signalling where advisers’ risk focus may need to shift.
