Deadline to Complete NC: Wealth Management Qualification SAQA 57608.

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...

INSETA Verification November 2016 update

Jan 6, 2017 | News

I am so pleased to advise that INSETA have completed their quality assurance for the November verification and all the credits are now showing as achieved.  We have been sending out the official INSETA statements of credits to the 33 successful learners from this...

Momentum Assessments in Cape Town

Sep 20, 2016 | News

Ray Strodl and Carol are busy in Durbanville with assessments for financial planners from Momentum to ensure they remain fit and proper in terms of FAIS requirements. These senior and motivated advisers have put in the work and the assessments are going very well and...

Discovery Bank?

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...

Cover Magazine

Feb 26, 2016 | News

This is a great resource for a professional financial adviser operating in the protection area or for a learner wanting to become an adviser in this industry.   Check it out:...