Aug 7, 2019 | CFP, CPD, CPD Continuing Professional Development, FPI, INSETA, NC Wealth Management 57608, QCTO, RPL, UFS
The new level 5 and 6 part qualifications that make up this new occupational certificate have now been registered on SAQA and they provide an exciting learning path for learners who want to progress from single need selling to providing financial services advice and...
Jun 16, 2018 | Banking, CFP, DOFA Date, FAIS, FAIS Credits, FAIS education requirements, Financial Service Professionals, Fit and proper, FSB Fit and Proper, INSETA, NC Wealth Management 57608, QCTO
The NC wealth management qualification at level 4 and 5 which allowed a huger range of specialisations, will be available to new learners until June 2019 and after this will be replaced by the new range of QCTO qualifications. The existing Wealth Management...
Nov 30, 2017 | Banking, CFP, CPD, CPD Continuing Professional Development, Fact checking, FAIS, Fake News, Financial Service Professionals, NC Wealth Management 57608
Just discovered an African fact-checking site and have linked this under QUalificaiotn links on our website. Check this out and make use of it to ensure you are not using “fake” news when completing your assignments, and more importantly, when advising...
Feb 2, 2016 | CFP, CPD Continuing Professional Development, FAIS, Financial Service Professionals, FPI, INSETA, MILPARK, NC Wealth Management 57608, News, RPL, UFS
The road to become a financial planning professional RSC has been training financial advisers to develop the knowledge and skills required to become an informed and qualified adviser who is “fit and proper” in terms of FAIS for many years and learners often ask me,...
Jan 18, 2016 | CFP, CPD, CPD Continuing Professional Development, FAIS, Financial Service Professionals, FPI, FSB, Marketing, Sales
Research shows that 80% of firms say CFP® Professionals Positively Impact their Bottom Line…Intersting article from the FPI Research shows the impact CFP professionals make on firms world wide and you can read the full text at:...
Feb 28, 2015 | CFP, CPD, CPD Continuing Professional Development, FAIS, FPI, Marketing, News, Sales
Attended a program with Bill Gibson on sales and personal marketing using summaries from the Complete Sales Action System and Managing the Complex Sale. I met this master trainer in sales, marketing, entrepreneurial spirit and techniques years ago when I was...