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...
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 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...
Jun 21, 2016 | FAIS, Financial Service Professionals, FSB, INSETA, RPL
I am having a number of calls from people who want to complete the National Certificate: Wealth Management quickly as they are soon going to be debarred by the FSB and they become panicky when I am not able to help the immediately. Today I had a call from a adviser...
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,...