Advice on Banking products subject to FAIS

2.5 CPD


Accreditation expiry date: 31/05/2024

Banking products play an important role in financial planning. In particular, banking products cater to short-term investments or savings and where a client wishes to invest a lump sum in order to draw interest earned as an income.

This course is useful either as a refresher or to build core knowledge on the nature of banking products available, suitability for a client’s specific needs and the associated tax implications and what they mean for different clients.

Professional Body: FPI
Approval Number: FPI23045646

Once you have completed this course you will be able to:

  • understand which banking products are subject to FAIS.
  • explain how interest is calculated on different interest-bearing products.
  • understand the income tax implications in relation to the different banking products.
  • conduct a needs analysis for a banking client and comply with provisions of the relevant FAIS codes of conduct.

Who Should Register

  • Representative
  • Employee


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