Advice on Banking products subject to FAIS

2.5 CPD

R253.00

Banking products play an important role in financial planning. In particular, banking products cater for short term investments or savings and where a client wish 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.


Description

Focus Area

  • 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?

Managers, Key individuals, Business owners, Financial advisors, Employees

CPD information

2.5 CPD Hours

 

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