Nov 4, 2020 | FAIS, FAIS Credits, INSETA, NC Wealth Management 57608
RSC verification on 28 October 2020 was successful and we are uploading credits for learners who completed skills programs and qualifications with us. INSETA will then quality assure our upload and we will issue statements of credits on completion of the various...
Oct 28, 2020 | FAIS, FAIS Credits, Fit and proper, INSETA
20 learners portfolios have been moderated, audited and ready for INSETA verification which is being done virtually today. Documents and portfolios chosen by the verifier were delivered yesterday to be ready for the online MS teams meeting with verifier today....
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...
Dec 21, 2017 | DOFA Date, FAIS, FAIS Credits, FAIS education requirements, Financial Service Professionals, Fit and proper, INSETA, NC Wealth Management 57608
We are very pleased to advise that all the learners who successfully completed their level 5 Wealth Management Qualificaiton and were verified by INSETA on 28 November, have had their credits uploaded onto the NLRD, been quality assured by INSETA and we have sent out...
Aug 13, 2017 | CPD Continuing Professional Development, FAIS, FAIS Credits, Fit and proper, FPI, FSB, FSB Fit and Proper, INSETA, learner ships, NC Wealth Management 57608, QCTO, Regulatory exams
Men at Work – Development on new systems Bill Botes spent the morning with me yesterday, and he then worked on getting the Moodle site back up and running after the hacking event of a while ago. Soon we will be providing support online for self study,...
Feb 4, 2017 | Debarred by FSB, DOFA Date, FAIS, FAIS Credits, Financial Service Professionals, FSB, FSB Fit and Proper, INSETA, NC Wealth Management 57608, News, QCTO, RPL
Financial planners who have a partially completed National certificate in Wealth Management SAQA ID 57608 (or old qualification SAQA 23973), who are at risk of being debarred by the FSB due to non-completion of a required qualification, have a limited time to complete...