INSETA Verification November 2016 update
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...
INSETA Verification November 2016
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 successful...
FAIS Credits and Possible Debarment by FSB
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...
INSETA Verification 17 November 2016
RSC is ready for their final verification by INSETA for this year and we will be completing the process to complete the National Certificate Wealth Management qualification for 33 RSC learners from various companies which include Discovery, Momentum, Old Mutual and...
FAIS Qualification or Credits
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...
Momentum Assessments in Cape Town
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?
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...
Time Frame to Complete a Financial Services Qualification on the NQF for FAIS Credits
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...
Cover Magazine
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: http://us9.campaign-archive2.com/?u=86b0ad51002fd1a0146dc000a&id=143558ae1e
The Road to CFP
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,...
Interesting article from the FPI
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:...
Board Notice 76 of 2015
The FSB has released a new Board Notice No 76 of 2015. This shows the various qualifications which are acceptable by the FSB for financial service providers and representatives to be considered fit and proper to provide various financial services. Qualificaitons are...
