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Mastering Compliance Newsletter 2019/16
Access period: 2 days
CPD hours: 0.5
Pass mark: 60%
Cost for members: R75.00 incl VAT
Cost for non-members: R75.00 incl VAT

In this issue published on 20 August 2019:

  • 2018 Statistics for FAIS Ombud Determinations – 6 reasons why the Ombud ruled against FSPs
  •  Industry Update on Financial Sector Regulation Act (FSRA)
  • Financial Services Tribunal 
Sound Practices for Hedge Fund Managers Module 2 – Hedge Fund Disclosures
Access period: 14 days
CPD hours: 1.0
Pass mark: 60%
Cost for members: R100.00 incl VAT
Cost for non-members: R100.00 incl VAT

Read pages 24–40 of the Managed Fund Association's 2009 Edition of 'Sound Practices for Hedge Fund Managers' and complete the corresponding quiz to earn 1 CPD hour.

Tax and Other Aspects of Retirement Funds and Investments
Access period: 30 days
CPD hours: 2.0
Pass mark: 60%
Cost for members: R150.00 incl VAT
Cost for non-members: R200.00 incl VAT

This course presented by Marius Botha deals with various technical aspects relating among other to, pension interest in the context of divorce, contributions to retirement funds for estate duty purposes, S10c of ITA regarding compulsory annuities, taxation of Unit Trusts and REIT, endowment policies and more. It consists of two videos and two five-mark quizzes.

Mastering Compliance Newsletter 2019/15
Access period: 2 days
CPD hours: 0.5
Pass mark: 60%
Cost for members: R75.00 incl VAT
Cost for non-members: R75.00 incl VAT

In this issue published on 06 August 2019:

  • Suitability of Advice: what is your responsibility?
  • FSRA Exemption Notice 1 of 2019 (LTIA)
  • Association for Savings and Investment South Africa (ASISA) Standards 
Mastering Compliance Newsletter 2019/14
Access period: 2 days
CPD hours: 0.5
Pass mark: 60%
Cost for members: R75.00 incl VAT
Cost for non-members: R75.00 incl VAT

In this issue published on 23 July 2019:

  • Five important things about the compliance function and AML/CFT compliance officer
  • Levies on Financial Institutions
  • FAIS Ombud Press Release: Settled Complaint regarding Replacement of Policies 
Express CPD – Medical Aid Issue 2019/2
Access period: 2 days
CPD hours: 0.5
Pass mark: 60%
Cost for members: R75.00 incl VAT
Cost for non-members: R75.00 incl VAT

Read through the article 'Medical Aid vs Medical Insurance' and complete a five-mark quiz to earn 0.5 CPD hours.

Mastering Compliance Newsletter 2019/13
Access period: 2 days
CPD hours: 0.5
Pass mark: 60%
Cost for members: R75.00 incl VAT
Cost for non-members: R75.00 incl VAT

In this issue published on 9 July 2019:

  • Creating a viable business plan
  • Determination of form and manner of section 19(3) Auditor Report
  • Financial Intelligence Centre Appeal Board Rules
  • And more
Mastering Compliance Newsletter 2019/12
Access period: 2 days
CPD hours: 0.5
Pass mark: 60%
Cost for members: R75.00 incl VAT
Cost for non-members: R75.00 incl VAT

In this issue published on 25 June 2019:

  • ​The importance of the Due Diligence process
  • Scripted Execution of Sales
  • Guidance Notice on Debarment Process 
  • And more
Sound Practices for Hedge Fund Managers Module 1 – Hedge Fund Overview
Access period: 14 days
CPD hours: 1.0
Pass mark: 60%
Cost for members: R100.00 incl VAT
Cost for non-members: R100.00 incl VAT

Read pages 1–21 of the Managed Fund Association's 2009 Edition of 'Sound Practices for Hedge Fund Managers' and complete the corresponding quiz to earn 1 CPD hour.

Mastering Compliance Newsletter 2019/11
Access period: 2 days
CPD hours: 0.5
Pass mark: 60%
Cost for members: R75.00 incl VAT
Cost for non-members: R75.00 incl VAT

In this issue published on 11 June 2019:

  • Continuous Professional Development – Planning ahead for the new FSCA CPD Cycle
  • List of Recognised Qualifications
  • Draft Conduct Standard: Minimum Skills and Training Requirements for Board Members of Pension Funds 
Express CPD – Regulatory Issue 2019/2
Access period: 2 days
CPD hours: 0.5
Pass mark: 60%
Cost for members: R75.00 incl VAT
Cost for non-members: R75.00 incl VAT

Read through the article 'FSCA Bulletin Quarter 4: 2018/19' and complete a five-mark quiz to earn 0.5 CPD hours.

Express CPD – Regulatory Issue 2019/1
Access period: 2 days
CPD hours: 0.5
Pass mark: 60%
Cost for members: R75.00 incl VAT
Cost for non-members: R75.00 incl VAT

Read through the article 'FSCA Bulletin Quarter 3: 2018/19' and complete a five-mark quiz to earn 0.5 CPD hours.

Mastering Compliance Newsletter 2019/10
Access period: 2 days
CPD hours: 0.5
Pass mark: 60%
Cost for members: R75.00 incl VAT
Cost for non-members: R75.00 incl VAT

In this issue published on 28 May 2019:

  • The duty of due skill, care and diligence
  • Commencement of FSRA Ombud provisions deferred
  • Exemption from CPD Requirements 
RE 1 Mock Exam 2019
Access period: 30 days
Pass mark: 65%
Cost for members: R250.00 incl VAT
Cost for non-members: R350.00 incl VAT

The RE 1 Mock Exam is designed to get you ready to write your RE 1 Exam and pass it with ease. This includes the updated content from FAIS Notice 86 of 2019 – Exemption of Services Under Supervision, effective from 1 February 2019.

RE 5 Mock Exam 2019
Access period: 30 days
Pass mark: 66%
Cost for members: R250.00 incl VAT
Cost for non-members: R350.00 incl VAT

The RE 5 Mock Exam is designed to get you ready to write your RE 5 Exam and pass it with ease. It includes the updated content from FAIS Notice 86 of 2019 – Exemption of Services Under Supervision, effective from 1 February 2019.

Risk/Estate Planning Course
Access period: 14 days
CPD hours: 1.0
Pass mark: 60%
Cost for members: R100.00 incl VAT
Cost for non-members: R150.00 incl VAT

This course presented by Marius Botha will equip you with the technical knowledge required to deal with the estate of a person married out of community with accrual. It deals with CGT, accrual calculations, executor’s fees, estate duty and related liquidity issues.

Mastering Compliance Newsletter 2019/9
Access period: 2 days
CPD hours: 0.5
Pass mark: 60%
Cost for members: R75.00 incl VAT
Cost for non-members: R75.00 incl VAT

In this issue published on 14 May 2019:

  • There’s more to risk than risk profiling
  • Proposed Amendments to Regulations 31 and 32 of the Medical Schemes Act
  • The Ombudsman’s Briefcase: Issue 1 of 2019
Mastering Compliance Newsletter 2019/8
Access period: 2 days
CPD hours: 0.5
Pass mark: 60%
Cost for members: R75.00 incl VAT
Cost for non-members: R75.00 incl VAT

In this issue published on 30 April 2019:

  • Are you keeping record of the competence requirements?
  • Masthead submits commentary on the COFI Bill
  • And more
Express CPD – Governance and Ethics Issue 2019/1
Access period: 2 days
CPD hours: 0.5
Pass mark: 60%
Cost for members: R75.00 incl VAT
Cost for non-members: R75.00 incl VAT

Read through the article 'A Matter of Trust: The Role of the Fiduciary Professional' and complete a five-mark quiz to earn 0.5 CPD hours.

Express CPD – Long-Term Insurance Issue 2019/1
Access period: 2 days
CPD hours: 0.5
Pass mark: 60%
Cost for members: R75.00 incl VAT
Cost for non-members: R75.00 incl VAT

Read through the article 'Skip the Latte, Cover Your Life' and complete a five-mark quiz to earn 0.5 CPD hours.

Express CPD – Taxation Issue 2019/1
Access period: 2 days
CPD hours: 0.5
Pass mark: 60%
Cost for members: R75.00 incl VAT
Cost for non-members: R75.00 incl VAT

Read through the article 'The Truth about Avoiding the Expat Tax – Financial Emigration Isn’t Always the Answer' and complete a five-mark quiz to earn 0.5 CPD hours.

Express CPD – Financial Planning Issue 2019/3
Access period: 2 days
CPD hours: 0.5
Pass mark: 60%
Cost for members: R75.00 incl VAT
Cost for non-members: R75.00 incl VAT

Read through the article 'A Reputable Financial Adviser Sells Advice Not Products' and complete a five-mark quiz to earn 0.5 CPD hours.

Express CPD – Financial Planning Issue 2019/2
Access period: 2 days
CPD hours: 0.5
Pass mark: 60%
Cost for members: R75.00 incl VAT
Cost for non-members: R75.00 incl VAT

Read through the article '#Biztrends2019: Getting Back to Basics' and complete a five-mark quiz to earn 0.5 CPD hours.

Express CPD – Financial Planning Issue 2019/1
Access period: 2 days
CPD hours: 0.5
Pass mark: 60%
Cost for members: R75.00 incl VAT
Cost for non-members: R75.00 incl VAT

Read through the article 'Does Your Financial Adviser Know Everything' and complete a five-mark quiz to earn 0.5 CPD hours.

Express CPD – Retirement Issue 2019/3
Access period: 2 days
CPD hours: 0.5
Pass mark: 60%
Cost for members: R75.00 incl VAT
Cost for non-members: R75.00 incl VAT

Read through the article 'What’s Your Number? 3 Ways to Calculate How Much You Need to Retire at Any Age' and complete a five-mark quiz to earn 0.5 CPD hours.

Express CPD – Retirement Issue 2019/2
Access period: 2 days
CPD hours: 0.5
Pass mark: 60%
Cost for members: R75.00 incl VAT
Cost for non-members: R75.00 incl VAT

Read through the article 'Retirement Reality Shock for South Africans' and complete a five-mark quiz to earn 0.5 CPD hours.

Express CPD – Retirement Issue 2019/1
Access period: 2 days
CPD hours: 0.5
Pass mark: 60%
Cost for members: R75.00 incl VAT
Cost for non-members: R75.00 incl VAT

Read through the article 'Retirement Planning for Age-Gap Couples' and complete a five-mark quiz to earn 0.5 CPD hours.

Express CPD – Compliance Issue 2019/2
Access period: 2 days
CPD hours: 0.5
Pass mark: 60%
Cost for members: R75.00 incl VAT
Cost for non-members: R75.00 incl VAT

Read through the article 'Don’t Fall into the Trap of Complacency' and complete a five-mark quiz to earn 0.5 CPD hours.

Express CPD – Compliance Issue 2019/1
Access period: 2 days
CPD hours: 0.5
Pass mark: 60%
Cost for members: R75.00 incl VAT
Cost for non-members: R75.00 incl VAT

Read through the article 'Consider This When Engaging with Clients' and complete a five-mark quiz to earn 0.5 CPD hours.

Express CPD – Investment Issue 2019/10
Access period: 2 days
CPD hours: 0.5
Pass mark: 60%
Cost for members: R75.00 incl VAT
Cost for non-members: R75.00 incl VAT

Read through the article 'Investment Advisers Split over Equities versus Cash' and complete a five-mark quiz to earn 0.5 CPD hours.

Express CPD – Investment Issue 2019/9
Access period: 2 days
CPD hours: 0.5
Pass mark: 60%
Cost for members: R75.00 incl VAT
Cost for non-members: R75.00 incl VAT

Read through the article 'The Trouble with Switching Your Investment' and complete a five-mark quiz to earn 0.5 CPD hours.

Express CPD – Investment Issue 2019/8
Access period: 2 days
CPD hours: 0.5
Pass mark: 60%
Cost for members: R75.00 incl VAT
Cost for non-members: R75.00 incl VAT

Read through the article 'Investment Strategies for a World in Crisis' and complete a five-mark quiz to earn 0.5 CPD hours.

Express CPD – Investment Issue 2019/7
Access period: 2 days
CPD hours: 0.5
Pass mark: 60%
Cost for members: R75.00 incl VAT
Cost for non-members: R75.00 incl VAT

Read through the article 'The Three Factors That Will Determine Your Future Wealth' and complete a five-mark quiz to earn 0.5 CPD hours.

Express CPD – Investment Issue 2019/6
Access period: 2 days
CPD hours: 0.5
Pass mark: 60%
Cost for members: R75.00 incl VAT
Cost for non-members: R75.00 incl VAT

Read through the article 'What Does It Take to Be a Long-Term Investor' and complete a five-mark quiz to earn 0.5 CPD hours.

Express CPD – Investment Issue 2019/5
Access period: 2 days
CPD hours: 0.5
Pass mark: 60%
Cost for members: R75.00 incl VAT
Cost for non-members: R75.00 incl VAT

Read through the article 'Becoming Buffet: 10 Things You Need to Consider as a Beginner Investor' and complete a five-mark quiz to earn 0.5 CPD hours.

Express CPD – Medical Aid Issue 2019/1
Access period: 2 days
CPD hours: 0.5
Pass mark: 60%
Cost for members: R75.00 incl VAT
Cost for non-members: R75.00 incl VAT

Read through the article 'What Type of Medical Scheme Cover Is Right for You?' and complete a five-mark quiz to earn 0.5 CPD hours.

Mastering Compliance Newsletter 2019/7
Access period: 2 days
CPD hours: 0.5
Pass mark: 60%
Cost for members: R75.00 incl VAT
Cost for non-members: R75.00 incl VAT

In this issue published on 17 April 2019:

  • Why FSPs should comply with the FSCA’s CPD requirements
  • Targeted Financial Sanctions List
  • Financial Services Tribunal Rules
  • And more
Express CPD – Short-Term Insurance Issue 2019/8
Access period: 2 days
CPD hours: 0.5
Pass mark: 60%
Cost for members: R75.00 incl VAT
Cost for non-members: R75.00 incl VAT

Read through the article 'Insurer held Liable for Indemnity claim related to Failed Sharemax Scheme' and complete a five-mark quiz to earn 0.5 CPD hours.

Express CPD – Investment Issue 2019/4
Access period: 2 days
CPD hours: 0.5
Pass mark: 60%
Cost for members: R75.00 incl VAT
Cost for non-members: R75.00 incl VAT

Read through the article 'Get Offshore Exposure Tax Free' and complete a five-mark quiz to earn 0.5 CPD hours.

Mastering Compliance Newsletter 2019/6
Access period: 2 days
CPD hours: 0.5
Pass mark: 60%
Cost for members: R75.00 incl VAT
Cost for non-members: R75.00 incl VAT

In this issue published on 2 April 2019:

  • Key Individuals’ monitoring responsibility
  • Demarcation Exemption Renewal Framework
  • FIC Typologies and Case Studies
  • FIC Guidance Notes
  • And more
Mastering Compliance Newsletter 2019/5
Access period: 2 days
CPD hours: 0.5
Pass mark: 60%
Cost for members: R75.00 incl VAT
Cost for non-members: R75.00 incl VAT

In this issue published on 19 March 2019:

  • Avoid risk – with a proper review process 
  • FSCA Warnings
  • Notice for Extension for OTC Derivative Providers
  • And more
Express CPD – Short-Term Insurance Issue 2019/7
Access period: 2 days
CPD hours: 0.5
Pass mark: 60%
Cost for members: R75.00 incl VAT
Cost for non-members: R75.00 incl VAT

Read through the article 'Rejected Insurance Claim Costs Adviser R144 590' and complete a five-mark quiz to earn 0.5 CPD hours.

Express CPD – Short-Term Insurance Issue 2019/6
Access period: 2 days
CPD hours: 0.5
Pass mark: 60%
Cost for members: R75.00 incl VAT
Cost for non-members: R75.00 incl VAT

Read through the article 'Understanding Underinsurance: Everything You Need to Know' and complete a five-mark quiz to earn 0.5 CPD hours.

Express CPD – Short-Term Insurance Issue 2019/5
Access period: 2 days
CPD hours: 0.5
Pass mark: 60%
Cost for members: R75.00 incl VAT
Cost for non-members: R75.00 incl VAT

Read through the article 'All You Need to Know About Excesses' and complete a five-mark quiz to earn 0.5 CPD hours.

Express CPD – Short-Term Insurance Issue 2019/4
Access period: 2 days
CPD hours: 0.5
Pass mark: 60%
Cost for members: R75.00 incl VAT
Cost for non-members: R75.00 incl VAT

Read through the article 'FAIS Ombud: Settled Complaints' and complete a five-mark quiz to earn 0.5 CPD hours.

Express CPD – Forex Investments Issue 2019/1
Access period: 2 days
CPD hours: 0.5
Pass mark: 60%
Cost for members: R75.00 incl VAT
Cost for non-members: R75.00 incl VAT

Read through the article 'Changing Rands to Other Currencies: What You Need to Know ' and complete a five-mark quiz to earn 0.5 CPD hours.

Express CPD – Investment Issue 2019/3
Access period: 2 days
CPD hours: 0.5
Pass mark: 60%
Cost for members: R75.00 incl VAT
Cost for non-members: R75.00 incl VAT

Read through the article 'Are SA Returns Poised for a Turnaround?' and complete a five-mark quiz to earn 0.5 CPD hours.

Mastering Compliance Newsletter 2019/4
Access period: 2 days
CPD hours: 0.5
Pass mark: 60%
Cost for members: R75.00 incl VAT
Cost for non-members: R75.00 incl VAT

In this issue published on 5 March 2019:

  • Deadline to implement FICA Risk Management and Compliance Programme (RMCP) looming 
  • FSCA publishes general exemption from regulation 39(3)(a) of the Pension Funds Act  
  • CMS announces appointment of Registrar 
  • And more
Express CPD – Short-Term Insurance Issue 2019/3
Access period: 2 days
CPD hours: 0.5
Pass mark: 60%
Cost for members: R75.00 incl VAT
Cost for non-members: R75.00 incl VAT

Read through the article 'Trade Credit Insurance: Big Benefits For (SM)all Businesses' and complete a five-mark quiz to earn 0.5 CPD hours.

Express CPD – Budget Speech 2019
Access period: 2 days
CPD hours: 0.5
Pass mark: 60%
Cost for members: Free
Cost for non-members: Free

Read through the Old Mutual Budget Stop Press publication for 2019 and complete a five-mark quiz to earn 0.5 CPD hours.

Mastering Compliance Newsletter 2019/3
Access period: 2 days
CPD hours: 0.5
Pass mark: 60%
Cost for members: R75.00 incl VAT
Cost for non-members: R75.00 incl VAT

In this issue published on 19 February 2019:

  • Corporate governance in line with Fit and Proper Requirements
  • Financial Soundness 
  • FSCA Executive Appointments
  • And more
Express CPD – Investment Issue 2019/2
Access period: 2 days
CPD hours: 0.5
Pass mark: 60%
Cost for members: R75.00 incl VAT
Cost for non-members: R75.00 incl VAT

Read through the article '12 Things You Need to Know About the Section 12J Tax Incentive' and complete a five-mark quiz to earn 0.5 CPD hours.

Express CPD – Investment Issue 2019/1
Access period: 2 days
CPD hours: 0.5
Pass mark: 60%
Cost for members: R75.00 incl VAT
Cost for non-members: R75.00 incl VAT

Read through the article 'Strong Start to the Year' and complete a five-mark quiz to earn 0.5 CPD hours.

Express CPD – Short-Term Insurance Issue 2019/2
Access period: 2 days
CPD hours: 0.5
Pass mark: 60%
Cost for members: R75.00 incl VAT
Cost for non-members: R75.00 incl VAT

Read through the article 'The 4 Trends Driving the Short-Term Insurance Industry in 2019' and complete a five-mark quiz to earn 0.5 CPD hours.

Mastering Compliance Newsletter 2019/2
Access period: 2 days
CPD hours: 0.5
Pass mark: 60%
Cost for members: R75.00 incl VAT
Cost for non-members: R75.00 incl VAT

In this issue published on 5 February 2019:

  • Exemption of Services under Supervision – FSCA FAIS Notice 86 of 2018 – Part 2 
  • FSCA Bulletin – Quarter 2: 2018/19 
  • COFI Bill workshop 
  • And more
Mastering Compliance Newsletter 2019/1
Access period: 2 days
CPD hours: 0.5
Pass mark: 60%
Cost for members: R75.00 incl VAT
Cost for non-members: R75.00 incl VAT

In this issue published on 22 January 2019:

  • 2019 Key Compliance Dates
  • Exemption of Services under Supervision - FSCA FAIS Notice 86 of 2018
  • Regulatory Exams Update
  • Category II and IIA Bi-Annual Compliance Reports 
Express CPD – Short-Term Insurance Issue 2019/1
Access period: 2 days
CPD hours: 0.5
Pass mark: 60%
Cost for members: R75.00 incl VAT
Cost for non-members: R75.00 incl VAT

Read through the article 'Risk and Insurance Essentials for Healthcare Professionals' and complete a five-mark quiz to earn 0.5 CPD hours.

Express CPD – Reinsurance Issue 2018/1
Access period: 2 days
CPD hours: 0.5
Pass mark: 60%
Cost for members: R75.00 incl VAT
Cost for non-members: R75.00 incl VAT

Read through the article 'Terrorism Pools Show Public Private Enterprises How to Adapt to a Changing World' and complete a five-mark quiz to earn 0.5 CPD hours.

Express CPD – Asset Management Issue 2019/1
Access period: 2 days
CPD hours: 0.5
Pass mark: 60%
Cost for members: R75.00 incl VAT
Cost for non-members: R75.00 incl VAT

Read through the article 'The Rise of Private Markets, How and Why Asset Management is Changing' and complete a five-mark quiz to earn 0.5 CPD hours.

 

 

 

Express CPD – Retirement Issue 2018/1
Access period: 2 days
CPD hours: 0.5
Pass mark: 60%
Cost for members: R75.00 incl VAT
Cost for non-members: R75.00 incl VAT

Read through the article 'Legislation Will Ensure Advice for Retirement' and complete a five-mark quiz to earn 0.5 CPD hours.

Express CPD – Short-Term Insurance Issue 2018/2
Access period: 2 days
CPD hours: 0.5
Pass mark: 60%
Cost for members: R75.00 incl VAT
Cost for non-members: R75.00 incl VAT

Read through the article 'Be Entirely Truthful, Give All the Facts When Taking Out a Policy or Reporting a Claim' and complete a five-mark quiz to earn 0.5 CPD hours.

Mastering Compliance Newsletter 2018/23
Access period: 2 days
CPD hours: 0.5
Pass mark: 60%
Cost for members: R75.00 incl VAT
Cost for non-members: R75.00 incl VAT

In this issue published on 4 December 2018:

  • Know your client and understand your products
  • Exemption of Services under Supervision 2018
  • FAIS Ombud – Change in physical address details
  • And more
Express CPD – Insurance Issue 2018/1
Access period: 2 days
CPD hours: 0.5
Pass mark: 60%
Cost for members: R75.00 incl VAT
Cost for non-members: R75.00 incl VAT

Read through the article 'Changes to Insurance Laws Come into Effect' and complete a five-mark quiz to earn 0.5 CPD hours.

Express CPD – Short-Term Insurance Issue 2018/1
Access period: 2 days
CPD hours: 0.5
Pass mark: 60%
Cost for members: R75.00 incl VAT
Cost for non-members: R75.00 incl VAT

Read through the article 'Short-Term Insurance Considerations for Small to Medium-Sized Businesses' and complete a five-mark quiz to earn 0.5 CPD hours.

Mastering Compliance Newsletter 2018/22
Access period: 2 days
CPD hours: 0.5
Pass mark: 60%
Cost for members: R75.00 incl VAT
Cost for non-members: R75.00 incl VAT

In this issue published on 20 November 2018:

  • Establishing a complaints management framework
  • FSCA publishes Consultation Documents for Pension Funds 
  • FIC and SARB committed to working together 
  • And more
Express CPD – Employee Benefits Issue 2018/2
Access period: 2 days
CPD hours: 0.5
Pass mark: 60%
Cost for members: R75.00 incl VAT
Cost for non-members: R75.00 incl VAT

Read through the article 'How to Choose the Right Group Risk Cover for Your Clients' and complete a five-mark quiz to earn 0.5 CPD hours.

Express CPD – Medical Aid Issue 2018/1
Access period: 2 days
CPD hours: 0.5
Pass mark: 60%
Cost for members: R75.00 incl VAT
Cost for non-members: R75.00 incl VAT

Read through the article 'Medical Aid Providers Clamp Down on Fraud' and complete a five-mark quiz to earn 0.5 CPD hours.

Express CPD – Employee Benefits Issue 2018/1
Access period: 2 days
CPD hours: 0.5
Pass mark: 60%
Cost for members: R75.00 incl VAT
Cost for non-members: R75.00 incl VAT

Read through the article 'Why Innovative Employee Benefits Are Your Competitive Advantage' and complete a five-mark quiz to earn 0.5 CPD hours.

Retirement Planning – Division of Pension Interest on Divorce Course
Access period: 14 days
CPD hours: 1.0
Pass mark: 60%
Cost for members: R100.00 incl VAT
Cost for non-members: R150.00 incl VAT

This course presented by Marius Botha has been designed to unpack the treatment of a member's pension interest when dealing with divorce and when it is deemed to be part of the assets a spouse would be entitled to upon divorce. It consists of three short videos and a five-mark quiz.

Mastering Compliance Newsletter 2018/21
Access period: 2 days
CPD hours: 0.5
Pass mark: 60%
Cost for members: R75.00 incl VAT
Cost for non-members: R75.00 incl VAT

In this issue published on 6 November 2018:

  • Why succession planning is important 
  • Comply with General Code of Conduct when providing advice
  • Amendments to the Long-Term and Short-Term Insurance Regulations
  • And more
Mastering Compliance Newsletter 2018/5
Access period: 2 days
CPD hours: 0.5
Pass mark: 60%
Cost for members: R75.00 incl VAT
Cost for non-members: R75.00 incl VAT

In this issue published on 27 March 2018: 

  • Unpaid debit orders: the painful consequences
  • How does money laundering impact your FSP?
  • Proposed amendments to the General Code of Conduct: ‘replacement’, ‘variation’ and ‘comparison'
Mastering Compliance Newsletter 2018/4
Access period: 2 days
CPD hours: 0.5
Pass mark: 60%
Cost for members: R75.00 incl VAT
Cost for non-members: R75.00 incl VAT

In this issue published on 13 March 2018: 

  • FIC Amendment Act impacts client onboarding process
  • Proposed amendments to the Policyholder Protection Rules 
  • Accreditation to offer Health Service Benefits
  • And more
Mastering Compliance Newsletter 2018/20
Access period: 2 days
CPD hours: 0.5
Pass mark: 60%
Cost for members: R75.00 incl VAT
Cost for non-members: R75.00 incl VAT

In this issue published on 23 October 2018:

  • What is Product Specific Training? 
  • Consultation Paper: Exemption of Services Under Supervision, 2018 – Conditions 5 and 6 
  • Earning fees as a short-term advisor 
  • And more
FICA Online Course 2018/19
Access period: 30 days
CPD hours: 3.0
Cost for members: Free
Cost for non-members: R400.00 incl VAT

The FICA Online Course has been reset for those who need to redo the course as part of their annual ongoing training. It is an interactive online training programme, ensuring you are up to date with the FIC Act, the Amendment Act and other anti-money laundering legislation.

Compliant Use of Social Media in Financial Services Course
Access period: 14 days
CPD hours: 1.0
Pass mark: 60%
Cost for members: R100.00 incl VAT
Cost for non-members: R150.00 incl VAT

This course presented by Linda Graham assists employees in the financial services industry to use social media compliantly. It consists of a video and a short quiz.

Retirement Planning – Retirement Fund Contributions Taxation Course
Access period: 14 days
CPD hours: 1.0
Pass mark: 60%
Cost for members: R100.00 incl VAT
Cost for non-members: R150.00 incl VAT

This course presented by Marius Botha has been designed to equip you with the know-how to understand key technical taxation rules applicable to the deductibility of retirement fund contributions throughout the lifetime of a taxpayer. It consists of a video and a five-mark quiz.

Mastering Compliance Newsletter 2018/19
Access period: 2 days
CPD hours: 0.5
Pass mark: 60%
Cost for members: R75.00 incl VAT
Cost for non-members: R75.00 incl VAT

In this issue published on 9 October 2018:

  • Proposed changes to the General Code of Conduct – What advisors need to think about to align their advice process
  • And more
Mastering Compliance Newsletter 2018/3
Access period: 2 days
CPD hours: 0.5
Pass mark: 60%
Cost for members: R75.00 incl VAT
Cost for non-members: R75.00 incl VAT

In this issue published on 27 February 2018: 

  • The importance of a Client Advice Record and Financial Needs Analysis 
  • Update of Regulatory Examinations – FAIS Information Circular 1/2018 
  • And more
Mastering Compliance Newsletter 2018/18
Access period: 2 days
CPD hours: 0.5
Pass mark: 60%
Cost for members: R75.00 incl VAT
Cost for non-members: R75.00 incl VAT

In this issue published on 26 September 2018: 

  • Draft a business plan that complies with new regulation
  • Consultation paper: Exemption on Services under Supervision – Condition 3 – Supervision Agreement 
  • And more
Mastering Compliance Newsletter 2018/2
Access period: 2 days
CPD hours: 0.5
Pass mark: 60%
Cost for members: R75.00 incl VAT
Cost for non-members: R75.00 incl VAT

In this issue published on 13 February 2018: 

  • Dealing with Client Complaints
  • A Brief Overview of the Proposed Changes to the General Code of Conduct
  • Draft Public Compliance Communication No 38A
  • Public Awareness for Cybercrime
Retirement Planning – Taxation on Lump Sum Benefits Course
Access period: 14 days
CPD hours: 1.5
Pass mark: 60%
Cost for members: R125.00 incl VAT
Cost for non-members: R175.00 incl VAT

This course presented by Marius Botha has been designed to equip you with the know-how to understand key technical taxation rules on lump sum benefits with regard to retirement planning. It consists of a video and a five-mark quiz.

Mastering Compliance Newsletter 2018/1
Access period: 2 days
CPD hours: 0.5
Pass mark: 60%
Cost for members: R75.00 incl VAT
Cost for non-members: R75.00 incl VAT

In this issue published on 30 January 2018:

  • Guidance Note on Reappointing Debarred Representatives
  • Terminating Client Relationships
  • Twin Peaks Newsletter – Issue 3: Phasing in of the Twin Peaks Model
  • Important Dates
Express CPD – Medical Aid Podcast 2018
Access period: 2 days
CPD hours: 1.0
Pass mark: 60%
Cost for members: R75.00 incl VAT
Cost for non-members: R75.00 incl VAT

The Minister of Health Aaron Motsoaledi outlines the NHI Bill in Breakfast with Bongani Bingwa. Listen to the podcast and complete a five-mark quiz to earn 1 CPD hour.

POPI Online Course
Access period: 30 days
CPD hours: 2.5
Cost for members: R250.00 incl VAT
Cost for non-members: R350.00 incl VAT

This is an interactive, FPI-recognised course which will familiarise you with the contents of the POPI Act, ensuring that you are well-informed about how you may be affected, and be fully prepared to become compliant with the Act.

Ethics and Corporate Governance Online Course
Access period: 30 days
CPD hours: 2.0
Cost for members: R200.00 incl VAT
Cost for non-members: R300.00 incl VAT

By working through this FPI-recognised course, learners will have an in-depth understanding of appropriate ethical behaviour and standards within the South African business community.

Cybersecurity Online Course
Access period: 14 days
CPD hours: 1.0
Cost for members: R150.00 incl VAT
Cost for non-members: R250.00 incl VAT

The FPI-recognised Cybersecurity Online Course has been designed to equip you with the know-how to protect yourself and your business from cybercrime on a day-to-day basis. Cybersecurity is compulsory for FSPs as per Board Notice 194 of 2017.

About Masthead CPD Online Learning

With our online learning activities, you have total flexibility – learn at your own pace, whenever you can, wherever you are.

The activities include online courses, newsletters and videos which will broaden your industry and professional knowledge and help you meet your annual CPD competence requirements.

We also offer Express CPD which consists of bite-sized CPD content for learners on the go and RE Mock Exams to assist you in preparing for the official regulatory exams.

Our online learning content has been well crafted to keep you interested and engaged throughout the learning process. We make use of formative and summative assessments that not only assist with learning and memory retention, but also provide instant feedback once submitted to help you gauge your level of understanding of the topic at hand. The assessments also ensure that all our CPD-accredited content is verified as prescribed.

< Browse available CPD online courses