man with head in his hands
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The current landscape of CPD for financial advisers

I recently posted my thoughts around continuous professional development (or CPD for short) for financial planners and financial advisers on Linkedin but I wanted to elaborate more on my views by writing this article. It will be great to hear your perspective and experience with CPD offered in the market since it became a Fit…

Ep. 12 – The key to increasing your value and crucial aspects all FSPs, key individuals and representatives must know about the 2019/2020 CPD cycle with Francois du Toit
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Ep. 12 – The key to increasing your value and crucial aspects all FSPs, key individuals and representatives must know about the 2019/2020 CPD cycle with Francois du Toit

Much has transpired in the last 6 weeks as the first CPD cycle came to an end on 31 May 2019. In this episode, we talk about what happened when the 2-month exemption was announced, Francois’s Linkedin post that went viral and the comment that made the light bulb go on. We discuss why CPD…

Exemption of Services Under Supervision – New Consultation Paper – Impact on new Fit and Proper Requirements
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Exemption of Services Under Supervision – New Consultation Paper – Impact on new Fit and Proper Requirements

The FSCA published a new consultation paper on “Exemption of Services under Supervision” dated 31 July 2018. We highlight the proposed changes that impact the Fit and Proper requirements specifically.  The paper addresses more than just the Fit and Proper requirements and we will provide more details in a follow-up article. You can download the consultation…