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...
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...
