Continuous Professional Development (CPD)

Understanding FICA
4.86 out of 5
4.5 CPDR509.00
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Moonstone Monitor
5.00 out of 5
6 CPDR924.00
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Economic and Investment Overview
0 out of 5
3.5 CPDR396.00
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Refresher Short-term Insurance: Personal Lines
5.00 out of 5
6.5 CPDR670.00
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Refresher Investments
5.00 out of 5
10.5 CPDR670.00
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Treating Customers Fairly (TCF) – Overview and unpacki...
0 out of 5
1 CPDR113.00
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Understanding POPIA – CPD
0 out of 5
3.5 CPDR452.00
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Getting to know POPIA – CPD
0 out of 5
1 CPDR113.00
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Introduction to Ethics
0 out of 5
2 CPDR226.00
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Moonstone Investment Indicators
5.00 out of 5
6 CPDR924.00
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Fit and Proper for Key Individuals
0 out of 5
5 CPDR565.00
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Managing POPIA – CPD
0 out of 5
6 CPDR1,113.00
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Customer Service and Building client relationships
0 out of 5
4.5 CPDR509.00
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Refresher Health Services Benefits
0 out of 5
6 CPDR670.00
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Ethics – How to impress your clients
0 out of 5
2 CPDR226.00
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Refresher Short-term and Long-term Deposits
0 out of 5
10.5 CPDR670.00
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How to use FAIS to build relationships
0 out of 5
0.5 CPDR57.00
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Understanding Financial Crises
0 out of 5
3 CPDR339.00
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How to service and retain customers
0 out of 5
1 CPDR113.00
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Refresher Pension Funds Benefits
0 out of 5
5 CPDR670.00
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Business Continuity Planning
0 out of 5
1.5 CPDR170.00
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Basic Compliance for your Practice
0 out of 5
6 CPDR678.00
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Managing Conflict of Interest
0 out of 5
2 CPDR226.00
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Short-term Insurance Assessment and Validation of Claims
5.00 out of 5
5 CPDR565.00
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Treating Customers Fairly (TCF) – Practical measures neede...
0 out of 5
5 CPDR565.00
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Personal Financial Management and Budgeting
0 out of 5
1.5 CPDR170.00
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Critical Thinking Skills
0 out of 5
2 CPDR226.00
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Time Management and Personal Productivity Skills
0 out of 5
4 CPDR452.00
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Business Writing Skills
0 out of 5
2.5 CPDR283.00
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Introduction to Short-term Insurance
4.00 out of 5
3.5 CPDR396.00
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Refresher Forex Investments
0 out of 5
4.5 CPDR670.00
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Compliance Risk Management Process
5.00 out of 5
3.5 CPDR396.00
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Self-mastery
0 out of 5
5 CPDR565.00
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A guide to effective stress management
0 out of 5
1.5 CPDR170.00
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Fundamentals of Income Tax and Capital Gains Tax
0 out of 5
3 CPDR339.00
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Managing Client Portfolios in Times of Crisis
0 out of 5
2.5 CPDR283.00
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Essential Meeting Skills
0 out of 5
2.5 CPDR283.00
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A Guide to Mindfulness in the Workplace
0 out of 5
1 CPDR113.00
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Communication Skills
0 out of 5
1 CPDR113.00
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Supervision Requirements : FAIS Notice 86 of 2018
0 out of 5
4 CPDR452.00
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What every Short-term Policyholder should know
0 out of 5
2 CPDR226.00
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Advice on Banking products subject to FAIS
0 out of 5
2.5 CPDR283.00
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Fundamentals of Investment Planning
0 out of 5
3.5 CPDR396.00
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Protecting your Information
0 out of 5
1.5 CPDR170.00
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Sales within a Contact Centre
0 out of 5
1.5 CPDR170.00
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Compliance Regulatory Environment: Developing a CRMP
0 out of 5
7.5 CPDR848.00
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Coaching and Mentoring Skills for FAIS Supervisors
0 out of 5
5.5 CPDR622.00
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Impact of Technology on Long-term Insurance
0 out of 5
0.5 CPDR57.00
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Introduction to FinTech
0 out of 5
2.5 CPDR283.00
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Policy and Procedure Writing
0 out of 5
2.5 CPDR283.00
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Refresher Short-term Insurance: Commercial Lines
0 out of 5
6.5 CPDR670.00
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Learning from the Short-term Insurance Ombudsman cases and r...
0 out of 5
2.5 CPDR283.00
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Compliance Regulatory Requirements
0 out of 5
2 CPDR226.00
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Automotive Finance and Insurance – Customer Service
0 out of 5
2 CPDR226.00
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Compliance Programme
0 out of 5
3.5 CPDR396.00
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Refresher Long-term Insurance
0 out of 5
10.5 CPDR670.00
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Effective Interpersonal Skills in an Advice-giving context
0 out of 5
3.5 CPDR396.00
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Refresher Structured Deposits
0 out of 5
3.5 CPDR670.00
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Building Assertiveness and Self-Confidence
0 out of 5
4 CPDR452.00
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Effective Presentation Skills for Advisors
0 out of 5
3.5 CPDR396.00
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Understanding, Reading and Interpreting Financial Statements
0 out of 5
3 CPDR339.00
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Maintaining Workplace Motivation
0 out of 5
3 CPDR339.00
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Sales within the Financial Services Industry
0 out of 5
1 CPDR113.00
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Compliance Risk Identification and Analysis
0 out of 5
7 CPDR791.00
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Compliance Risk Assessment
0 out of 5
5 CPDR565.00
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6 Steps of Financial Planning
0 out of 5
6.5 CPDR735.00
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Short Course on Insurance Act 18 of 2017
0 out of 5
1.5 CPDR170.00
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A guide to effective time management
0 out of 5
1.5 CPDR170.00
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Compliance Monitoring
0 out of 5
5.5 CPDR622.00
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Basic Business Budgeting Skills
0 out of 5
2.5 CPDR283.00
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A Guide to Effective Social Media Management
0 out of 5
1 CPDR113.00
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Introduction to Goal-Based Financial Planning
0 out of 5
4.5 CPDR509.00
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Introduction to South African Legislation
0 out of 5
3 CPDR339.00
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Anti-Bribery: How to be Corruption Free
0 out of 5
3.25 CPDR367.00
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Principles of Financial Management
0 out of 5
2.5 CPDR283.00
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Cyber Leadership and Strategy
0 out of 5
2.5 CPDR283.00
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Financial Services Sector Overview
0 out of 5
4 CPDR452.00
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Compliance Introducing Enterprise Risk Management
0 out of 5
3.5 CPDR396.00
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Compliance Principles of Materiality
0 out of 5
3.5 CPDR396.00
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Effective Writing Skills for Financial Advisors
0 out of 5
5 CPDR565.00
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Impact of Technology on Short-term Insurance
0 out of 5
1 CPDR113.00
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Understanding the Cloud
0 out of 5
3.5 CPDR396.00
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Cyber Security Newsletters
0 out of 5
3 CPDR399.00
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Fundamentals for Financial Mathematics
0 out of 5
9.5 CPDR2,314.00
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Occupational Health & Safety Legal Liability
0 out of 5
2.5 CPDR550.00
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Understanding FICA

Moonstone Monitor

Economic and Investment Overview

Refresher Short-term Insurance: Personal Lines

Refresher Investments

Treating Customers Fairly (TCF) – Overview and unpacki...

Understanding POPIA – CPD

Getting to know POPIA – CPD

Introduction to Ethics

Moonstone Investment Indicators

Fit and Proper for Key Individuals

Managing POPIA – CPD

Customer Service and Building client relationships

Refresher Health Services Benefits

Ethics – How to impress your clients

Refresher Short-term and Long-term Deposits

How to use FAIS to build relationships

Understanding Financial Crises

How to service and retain customers

Refresher Pension Funds Benefits

Business Continuity Planning

Basic Compliance for your Practice

Managing Conflict of Interest

Short-term Insurance Assessment and Validation of Claims

Treating Customers Fairly (TCF) – Practical measures neede...

Personal Financial Management and Budgeting

Critical Thinking Skills

Time Management and Personal Productivity Skills

Business Writing Skills

Introduction to Short-term Insurance

Refresher Forex Investments

Compliance Risk Management Process

Self-mastery

A guide to effective stress management

Fundamentals of Income Tax and Capital Gains Tax

Managing Client Portfolios in Times of Crisis

Essential Meeting Skills

A Guide to Mindfulness in the Workplace

Communication Skills

Supervision Requirements : FAIS Notice 86 of 2018

What every Short-term Policyholder should know

Advice on Banking products subject to FAIS

Fundamentals of Investment Planning

Protecting your Information

Sales within a Contact Centre

Compliance Regulatory Environment: Developing a CRMP

Coaching and Mentoring Skills for FAIS Supervisors

Impact of Technology on Long-term Insurance

Introduction to FinTech

Policy and Procedure Writing

Refresher Short-term Insurance: Commercial Lines

Learning from the Short-term Insurance Ombudsman cases and r...

Compliance Regulatory Requirements

Automotive Finance and Insurance – Customer Service

Compliance Programme

Refresher Long-term Insurance

Effective Interpersonal Skills in an Advice-giving context

Refresher Structured Deposits

Building Assertiveness and Self-Confidence

Effective Presentation Skills for Advisors

Understanding, Reading and Interpreting Financial Statements

Maintaining Workplace Motivation

Sales within the Financial Services Industry

Compliance Risk Identification and Analysis

Compliance Risk Assessment

6 Steps of Financial Planning

Short Course on Insurance Act 18 of 2017

A guide to effective time management

Compliance Monitoring

Basic Business Budgeting Skills

A Guide to Effective Social Media Management

Introduction to Goal-Based Financial Planning

Introduction to South African Legislation

Anti-Bribery: How to be Corruption Free

Principles of Financial Management

Cyber Leadership and Strategy

Financial Services Sector Overview

Compliance Introducing Enterprise Risk Management

Compliance Principles of Materiality

Effective Writing Skills for Financial Advisors