Financial Planning and Educational Links

Financial Services

The following are useful links to websites and organizations that we find useful and believe they would be helpful for the financial service professional:


A number of organizations including the LOA and CIS were combined to form the Association of Savings and Investments for SA and this is a very helpful site for investments, collective investments schemes and life insurance information. Asisa

Berkshire Hathaway INC.

This is the online home of Warren Buffett and one of my goto places on the internet to get some input on investments and investment strategy. Anyone who can perform this well over such a long period of time is well worth listening to.


FSB – The FSB is responsible for registering FSP ( Financial Service providers) and are responsible for the FAIS Act as well as being the regulator for all financial services other than Banking FSB

FPI- Financial Planning Institute

The Financial Planning Institute is the professional body that is focused on financial planning and advice. Financial Planning Institute

Moonstone FSB Library

SARB – SA Reserve Bank

Banking is regulated by the SARB. This site provides information on rules, changes to regulations and events and activity in the regulation of financial services.

Education &Training and Development Organisations

Kahn Academy

This innovation and interesting online training provider provides excellent training on Maths, Economics, History, Technology, Science and a whole range of subjects that are being added to constantly.

There is no cost and they work on a donation instead of fee basis and I would strongly recommend them to anyone wanting to improve their knowledge or skills in any of these complicated areas of learning.


Milpark Education is a private, registered provider of accredited Higher Education (HE) and Technical and Vocational Education and Training (TVET) qualifications.

Through their School of Financial Planning and Insurance, they offer a number of programs that can be used to bridge from the level 5 Wealth management through level 6 to prepare for a postgraduate qualification in financial planning.

You can read up and enrol for these programs at:

QCTO – Quality Council for Trades and Occupations

QCTO Council consists of sixteen members appointed by the Minister of Higher Education and Training. The appointed members represent a spectrum of social and economic backgrounds and constituencies in the country. The Council is entrusted with the responsibility to steer the QCTO towards achieving its mandate as stipulated in the founding legislation which is the National Qualifications Framework Act Nr. 67 of 2008 and the Skills Development Act Nr. 97 of 1998.

The responsibilities of the Council are to engage, ratify and approve the decisions and recommendations of its standing committees. Council members are appointed for a period of five years and can be extended for another five-year period.

The current Council was appointed in 2015 and its term will expire in 2020.

The new financial services qualifications or awards which will replace the current INSETA qualifications in 2018/19 are controlled by this council.

SAQA – South African Qualification Authority

The South African Qualifications Authority controls all education and training in SA and everything offered as a skills program or qualification which offers formal credits would need to be registered with SAQA.

Training providers must be registered with a SETA, UMALUSI, Higher Education or QCTO depending on the programs they run.

RSC is registered with INSETA as a training provider to develop and conduct training for skills programs and RPL based on units standards. Our registration is with INSETA as this is our core business and we may not belong to multiple SETAS. Training and development for units standards quality assured with other SETAS will be done through MOU with INSETA.

The membership with INSETA will require RSC to become accredited with QCTO when this association is fully in place. Currently we are only required to be accredited with INSETA.

All the programs we run are aligned to qualifications on the NLRD and SAQA and these can be viewed at the following website:

UOFS – University of the Free State

This University was one of the first to offer a post-graduate qualification in financial planning and of years this was the only education route to becoming a CFP with the Financial Planning Institute.

You can view information on this postgraduate program at the following website – UFS – Centre for Financial Planning Law:


UNISA – offers a number of programs aimed at financial planning and qualifications at NQF 6 which can be used as a stepping stone to a Post Graduate qualification in financial planning and a CFP designation.

SETA Links

SETA – Sector Education and Training Authority

If you require any information on the range of programs available for financial advisers to become “fit and proper” or prepare to become competent and qualified financial advisers and planners, please do not hesitate to contact us at and we would be pleased to provide some input and clarity on this fairly complex but important area.

The SETA’s are listed in order of importance to RSC


This Seta is focussed on skills programs and qualifications for long and short term insurance industry, collective investments and financial advice. RSC is registered with them as a training provider as this sis our major focus and our accreditation as a training provider is below:

RSC INSETA Accreditation 2013.

The INSETA website follows and you can find information on funding provided to learners and companies in the financial services industry to complete Skills Programs and Qualifications:


FASSET provides skills programs and qualifications for accounting, finance and financial markets. RSC has developed some wealth management and financial markets materials based on their unit standards.


BANKSETA is focussed on skills programs and qualifications in Banking and RSC has developed material for various aspects of banking.