
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.

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.

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.

From regulatory exams to qualifications, Class of Business training, and CPD, MBSE can support professionals through the broader Fit and Proper requirements.

Designed for entrepreneurs and professionals assisting clients, MBSE’s new course provides a practical guide to registering a business and staying compliant afterwards.

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.

Three staff members returned to formal study while working full-time, gaining new qualifications and fresh insight into the challenges their students face.

Developed in response to industry demand, the online course focuses on building the regulatory knowledge aspiring Key Individuals need for their oversight responsibilities.

The MBSE graduates say the Advanced Certificate in Financial Planning reshaped how they approach clients, proving that great advice begins with understanding people.

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.

MBSE’s first in-person graduation ceremony celebrated not only its graduates, but a vision for professional education that has been almost two decades in the making.

As graduates celebrate their success, prospective students have until 29 June to enrol for the second semester of the 2026 academic year.

A government extension means MBSE can continue enrolling students for its FETC: Short-term Insurance and FETC: Wealth Management qualifications for another 24 months.

Professionals still have time to complete any outstanding hours, but they should avoid leaving enrolment to the weekend.

Advisers can reduce last-minute pressure by breaking the remaining hours into shorter, more manageable sessions instead of cramming courses into a final rush.

MBSE’s CPD combinations help advisers and FSPs to complete their annual requirements while focusing on ethics, conduct, communication, and regulatory readiness.

As exams begin, MBSE shares practical strategies to help students use their study time more effectively.

With 31 May approaching, advisers face a tighter window and higher stakes – choosing CPD that delivers practical value, not just compliance.