Future-proofing financial advice: key strategies for a changing landscape
Alexforbes’s Gielie de Swardt shares insights on optimising client engagement, leveraging partnerships, and adapting to tech advancements.
#financialplanning
Unlock your future: affordable pathways to qualifications in wealth management and short-term insurance
Aspiring financial professionals can pursue their qualifications at Moonstone Business School of Excellence through various bursary and funding options.
How financial advisers can attract millennials with income protection solutions
Bidvest Life’s Nic Smit suggests shifting from the traditional approach of leading with death coverage to focusing on income protection when engaging younger clients.
Strategies for brokers to address common misconceptions around gap cover
How to show your clients that gap cover can be the missing piece in their overall healthcare and financial protection strategy.
Beware the payback trap of the 60/40 portfolio
In investing, one key factor is often overlooked: the payback period. Understanding duration can reshape your portfolio strategy and help you manage risk more effectively.
Tribunal upholds financial planner’s actions in annuity rate dispute
The planner acted in the client’s best interest, highlighting the importance of clear communication and thorough record-keeping in financial advice.
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.
Advisers should not underestimate the implications of the two-pot system for financial planning
Financial advisers should understand the broader implications on tax planning, retirement savings, and investment strategies to guide their clients effectively.
Excellence in action: MBSE students rank high in CFP® exam
As MBSE students earn top-five ranks in the CFP® Professional Competency Exam, the school is already gearing up for the 2025 introduction of the Capstone Project, a new assessment model.
Watch: FPI Financial Planner of the Year on key issues shaping the financial landscape
In this video interview, Rudolph Geldenhuys, the FPI Financial Planner of the Year, shares how financial planning goes beyond technical expertise.
MBSE’s top achievers balance work and study in financial planning
Emily Broodryk, Rion Malan, and Francois Mostert share why they found it rewarding to study for the Higher Certificate in Wealth Management at MBSE.
The Great Wealth Transfer: financial planning across generations
While most women excel at managing short-term finances, the challenge lies in long-term planning. Breaking through these barriers can unlock the door to wealth creation.
Lara Warburton: from unplanned paths to financial planner of the year
The 2023 FPI Financial Planner of the Year reflects on her career and shares some advice for young professionals entering the industry.
Why lifelong learning is your secret weapon
Moonstone Business School of Excellence’s range of online qualifications, short courses, and CPD courses enable you to benefit from continuous education.
From struggles to success: how Kediemetse Lekhoana turned obstacles into achievements
Enrolled in MBSE’s Advanced Certificate in Financial Planning, the mother of two refused to accept defeat and persevered until she obtained the qualification.
Boost your financial planning career with MBSE’s triple-accredited postgraduate diploma
Enrolments are open until 1 July for the Postgraduate Diploma in Financial Planning, a qualification designed to elevate careers in holistic financial planning.
Why I have turned bullish on South African assets
A comparison of current market behaviour with the pivotal 1994 election period points to the potential for a rally in the rand and financial shares.
