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...
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 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...
Jan 11, 2015 | CFP, CPD, CPD Continuing Professional Development, FAIS, FPI, FSB, INSETA, NC Wealth Management 57608, News, Regulatory exams
RSC has completed an update of their website which now leads potential learners through the maze of competing the following requirements for FAIS “Fit and Proper” What courses are available What do do with existing credits How to get the right...
