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...
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...
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...
Nov 17, 2016 | CPD, CPD Continuing Professional Development, Debarred by FSB, DOFA Date, FAIS, FAIS Credits, FSB, FSB Fit and Proper, NC Wealth Management 57608, Regulatory exams, RPL
As we reach the end of the year is surprises me that I am still receiving calls from financial advisers who are going to be debarred in January due to their DOFA date with the FSB and want to know what I can do to help them. The required qualification is a National...
Nov 1, 2016 | CPD, CPD Continuing Professional Development, DOFA Date, FAIS, FAIS Credits, FSB, FSB Fit and Proper, INSETA, NC Wealth Management 57608, RPL
RSC will be accepting enrollment for learners who need to complete their FAIS credits during next year. We are offering the National Certificate Wealth Management SAQA ID 57608 using one of the following methods: Self study for learner which some experience and...
