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...
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 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...
Nov 18, 2016 | CPD, CPD Continuing Professional Development, Debarred by FSB, DOFA Date, FAIS, FAIS Credits, Financial Service Professionals, FSB Fit and Proper, INSETA, NC Wealth Management 57608
We had a successful verification yesterday and all the learner’s credits have been endorsed and we can now start uploading credits onto the iNSETA INDECIUMS system. Well done to the team for another successful verification and the learners who completed...
Aug 17, 2016 | Banking, Financial Service Professionals, News
It is clear that Discovery is well on the way to becoming a one stop shop for financial services. RSC has been expecting a Discovery Bank for some time and it is getting closer. Will this change banking the way this innovative company has changed Medical Aid, Life...