Education
Current Continuous Professional Development Programs
FPI Programme Approval Number | FPI Recognised Provider | Event Name | Date of Activity | Verifiable / Non-Verifiable Activity | Hours |
---|---|---|---|---|---|
FPI22011391 | Moonstone Business School of Excellence (Pty) Ltd | A Guide to Corporate Social Responsibility | 01 March 2022 till 31 May 2023 | Verifiable CPD activity | 3.5 |
FPI22124560 | Anchor Group Limited | Do I Communicate Effectively | 12 January 2023 till 11 January 2024 | Verifiable CPD activity | 1.5 |
FPI22114477 | Anchor Group Limited | Looking into 2023 essentials for Financial Advisors | 28 November 2022 till 27 November 2023 | Verifiable CPD activity | 1 |
FPI22104260 | Anchor Group Limited | Investment Meetings 30 August till 25 oct 2022 | 30 August 2022 till 25 October 2022 | Verifiable CPD activity | 0.5 |
FPI22104259 | Anchor Group Limited | Investment Meetings 23 June till 14 July 2022 | 23 June 2022 till 14 July 2022 | Verifiable CPD activity | 0.5 |
FPI22104258 | Anchor Group Limited | Emigration, Residency and Double Tax | 04 November 2022 till 03 November 2023 | Verifiable CPD activity | 1 |
FPI22104257 | Anchor Group Limited | The essential guide to ascertaining your client’s AML/CFT risk profile | 01 November 2022 till 31 October 2023 | Verifiable CPD activity | 1 |
FPI22104150 | Anchor Group Limited | PoS IT Training | 31 October 2022 till 30 October 2023 | Verifiable CPD activity | 1.5 |
FPI22104180 | Anchor Group Limited | Supervisor training | 12 October 2022 till 11 October 2023 | Verifiable CPD activity | 1.5 |
FPI22093949 | Anchor Group Limited | Anchor Diversified, unique solutions for changing times | 29 September 2022 till 28 September 2023 | Verifiable CPD activity | 1 |
FPI22093950 | Anchor Group Limited | Estate Planning | 15 September 2022 till 14 September 2023 | Verifiable CPD activity | 1.5 |
FPI22094010 | Allan Gray (Pty) Ltd | Allan Gray Quarterly Commentary - Quarter 3 – 2022 | FPI22094010 | 28 October 2022 till 31 May 2023 | Verifiable CPD activity | 2 |
FPI22094003 | Allan Gray (Pty) Ltd | Allan Gray Update | Private Wealth Management | | 11 November 2022 till 10 November 2023 | Verifiable CPD activity | 0.5 |
FPI22094000 | Allan Gray (Pty) Ltd | Allan Gray and Orbis investment updates webinar | FPI22094000 | 15 November 2022 till 14 November 2023 | Verifiable CPD activity | 1 |
FPI22093995 | Allan Gray (Pty) Ltd | Behavioural Coaching Programme Alumni session: Client needs more | FPI22093995 | 20 October 2022 till 19 October 2023 | Verifiable CPD activity | 2 |
FPI22094013 | Allan Gray (Pty) Ltd | Allan Gray GEPF workshop: Cape Town | FPI22094013 | 18 August 2022 till 17 August 2023 | Verifiable CPD activity | 5 |
FPI22094014 | Allan Gray (Pty) Ltd | Orbis update | FPI22094014 | 20-Oct-22 | Non-verifiable CPD activity | Declined - PST |
FPI22093998 | Allan Gray (Pty) Ltd | Allan Gray Podcast: Are better outcomes for retirement savers on the horizon? | 26 October 2022 till 25 October 2023 | Verifiable CPD activity | 0.5 |
FPI22063242 | Allan Gray (Pty) Ltd | Do old investment truths still hold in the current global environment? | FPI22063242 | 30 September 2022 till 29 September 2023 | Verifiable CPD activity | 0.5 |
FPI22063233 | Allan Gray (Pty) Ltd | Allan Gray Update - Alexander Forbes October 2022 | FPI22063233 | 12 Oct till 15 October 2022 | Verifiable CPD activity | 0.5 |
FPI22063226 | Allan Gray (Pty) Ltd | Long-term drivers of success in living annuities - 12 September 2022 | FPI22063226 | 12-Sep-22 | Verifiable CPD activity | 1 |
FPI22063243 | Allan Gray (Pty) Ltd | Allan Gray Quarterly Commentary - Quarter 2 - 2022 | 28 July 2022 till 27 July 2023 | Verifiable CPD activity | 1 |
FPI22063229 | Allan Gray (Pty) Ltd | Independent Advisor Forum Conference | 21 & 22 July 2022 | Verifiable CPD activity | 8.5 |
FPI22083757 | Alexander Forbes Financial Services (Pty) Ltd | AF Academy: Knowledge Knocks - Momentum Presentation | 30 November 2022 till 29 November 2023 | Verifiable CPD activity | 1 |
FPI22083700 | Alexander Forbes Financial Services (Pty) Ltd | (AF Academy Legal Technical Update - November 2022) | 24 November 2022 till 23 nOVEMBER 2023 | Verifiable CPD activity | 1.5 |
FPI22083694 | Alexander Forbes Financial Services (Pty) Ltd | AF Academy Retirement Savvy - 4 November 2022 | 04 November 2022 till 03 November 2023 | Verifiable CPD activity | 1 |
FPI22083697 | Alexander Forbes Financial Services (Pty) Ltd | AF Academy Quarterly Market and Economic Update - 7 November 2022 | 08 November 2022 till 07 November 2023 | Verifiable CPD activity | 1.5 |
FPI22083695 | Alexander Forbes Financial Services (Pty) Ltd | AF Academy Retirement Savvy - 7 October 2022 | 07 October 2022 till 06 October 2023 | Verifiable CPD activity | 1.5 |
FPI22083702 | Alexander Forbes Financial Services (Pty) Ltd | Knowledge Knocks - JUST SA Presentation | 26 October 2022 till 25 October 2023 | Verifiable CPD activity | 1 |
FPI22083703 | Alexander Forbes Financial Services (Pty) Ltd | AF Academy - Retirements Savvy - 2 September 2022 | 02 September 2022 till 01 September 2023 | Verifiable CPD activity | 2 |
FPI22083701 | Alexander Forbes Financial Services (Pty) Ltd | AF Academy Legal & Technical Update August 2022 | 25 August 2022 till 24 August 2023 | Verifiable CPD activity | 1.5 |
FPI22114466 | Affinity Business School | Overview and Requirements of FICA Act | 06 December 2022 till 05 December 2023 | Verifiable CPD activity | 4 |
FPI22104158 | Affinity Business School | The Role of the FAIS Ombud | 14 November 2022 till 13 November 2023 | Verifiable CPD activity | 2.5 |
FPI22104159 | Affinity Business School | Emotional Intelligence in the Financial Services Industry (this is a renewal) | 14 November 2022 till 13 November 2023 | Verifiable CPD activity | 2.5 |
FPI22094078 | Affinity Business School | Ethical Conduct & the Debarment Process | 24 October 2022 till 23 October 2023 | Verifiable CPD activity | 2.5 |
FPI22114512 | AC Develop (Pty) Ltd | Risk Management & Intermediaries | 03 January 2023 till 02 January 2024 | Verifiable CPD activity | 1.5 |
FPI22114510 | AC Develop (Pty) Ltd | Hollard KI Forum Sept 2022 | 22 September 2022 till 21 September 2023 | Verifiable CPD activity | 2 |
FPI22124559 | AC Develop (Pty) Ltd | Hollard RGMCOE Forum Nov 2022 - online CPD application | 01 April 2022 till 31 March 2023 | Verifiable CPD activity | 1 |
FPI22104170 | AC Develop (Pty) Ltd | Genlib Cyber Risks | 15 October 2022 till 14 October 2023 | Verifiable CPD activity | 0.5 |
FPI22114358 | AC Develop (Pty) Ltd | Threat Risk Assessment - Best Practice | 01 May 2022 till 30 April 2023 | Verifiable CPD activity | 2.5 |
FPI22124573 | ABSA Group Limited | SA credit mini roadshow: Quick update on recent Absa credit research reports | 07 October 2022 till 06 October 2023 | Verifiable CPD activity | 1 |
FPI22124574 | ABSA Group Limited | Q4 SSA Viewpoints | 01 December 2022 till 30 November 2023 | Verifiable CPD activity | 1 |
FPI22124576 | ABSA Group Limited | Q4 SA credit roadshow | 29 November 2022 till 28 November 2023 | Verifiable CPD activity | 1 |
FPI22124568 | ABSA Group Limited | Q4:22 Fixed income and currency research roadshow. 1 Nov-18 Nov: | 19 July 2022 till 18 July 2023 | Verifiable CPD activity | 1 |
FPI22124575 | ABSA Group Limited | SA macro roadshow: Waiting for answers from the MTBPS and from the ANC’s elective conference. | 31 Oct 2022 till 30 September 2023 | Verifiable CPD activity | 1 |
FPI22124572 | ABSA Group Limited | SA credit: Absa credit roadshow – a closer look at ESG disclosure in SA | 22 August 2022 till 21 August 2023 | Verifiable CPD activity | 1 |
FPI22124571 | ABSA Group Limited | SSA roadshow: SSA: Global risks weigh on recovery, 12-23 September: SSA Viewpoints Roadshow: SSA: Global risks weigh on recovery | 12 September 2022 till 11 September 2023 | Verifiable CPD activity | 1 |
FPI22124567 | ABSA Group Limited | Q3:22 Fixed income and currency research roadshow, | 29 July 2022 till 28 July 2023 | Verifiable CPD activity | 1 |
FPI22124570 | ABSA Group Limited | SA macro: South Africa’s economic prospects with Peter Worthington: Multiple challenges on many fronts | 28 July 2022 till 27 July 2023 | Verifiable CPD activity | 1 |
FPI22053000 | ABSA Group Limited | Absa Macro Conference, 29Nov22 | 29 November 2022 | Verifiable CPD activity | 2.5 |
FPI22104126 | 2IP (Pty) Ltd | The Global Macro Economic Backdrop - Q4 2022 | 07 November 2022 till 06 November 2023 | Verifiable CPD activity | 2 |
FPI22104168 | AC Develop (Pty) Ltd | Business Continuity and Succession Planning SME | 01 Oct 2022 till 30 September 2023 | Verifiable CPD activity | 1.5 |
FPI22104167 | AC Develop (Pty) Ltd | FIA Insight Q3 2022 | 15 Oct 2022 till 14 Oct 2023 | Verifiable CPD activity | 1.5 |
FPI22104169 | AC Develop (Pty) Ltd | SHA Commercial Crime Claims Trends | 18 Oct 2022 till 17 Oct 2023 | Verifiable CPD activity | 0.5 |
FPI22104166 | AC Develop (Pty) Ltd | Hollard RGMCOE Forum Aug 2022 | 23 August 2022 till 24 August 2023 | Verifiable CPD activity | 9.5 |
FPI22104165 | AC Develop (Pty) Ltd | GIB Africa Alliance Conference 2022 FPI22104165 | 01-Sep-22 | Verifiable CPD activity | 2.5 |
FPI22094042 | AC Develop (Pty) Ltd | FIA Advice Summit 2022 | 06 Oct 2022 till 05 Oct 2023 | Verifiable CPD activity | 5.5 |
FPI21120419 | Momentum Metropolitan Life Limited | Rene J Van Rensburg - Mindful Moments 30 August 2022 CPD Application (Manual Process) | 30 August 2022 till 29 August 2023 | Verifiable CPD activity | 1.5 |
FPI22094061 | Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo | Testamentary Advice - Module 9 | 01 October 2022 till 30 September 2023 | Verifiable CPD activity | 3 |
FPI22093856 | Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo | From Financial anxiety to financial wonder | 07 September 2022 till 06 September 2023 | Verifiable CPD activity | 1 |
FPI22093855 | Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo | FPI22093855 – Testamentary Advice – Module 4 | 13 August 2022 till 12 August 2023 | Verifiable CPD activity | 5.5 |
FPI22093854 | Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo | FPI22093854 – Taxation of Trusts | 21 August 2022 till 20 August 2023 | Verifiable CPD activity | 1 |
FPI22093853 | Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo | FPI22093853 – Estate Taxes Part 2 | 21 August 2022 till 20 August 2023 | Verifiable CPD activity | 1 |
FPI22093852 | Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo | FPI22093852 – Estate Taxes Part 1 | 21 August 2022 till 20 August 2023 | Verifiable CPD activity | 0.5 |
FPI22093851 | Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo | FPI22093851 – Buy and Sell Pitfalls and Implications 2022 | 01 Sept 2022 till 31 August 2023 | Verifiable CPD activity | 1 |
FPI22093850 | Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo | FPI22093850 – Worldwide Wills and Offshore Assets | 22 August 2022 till 20 August 2023 | Verifiable CPD activity | 1 |
FPI22093849 | Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo | FPI22093849 – CLS Last Will and Testament | 01 Sept 2022 till 31 August 2023 | Verifiable CPD activity | 1.5 |
FPI22083775 | Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo | Retirement and Tax. Will submit later today. | 25 August 2022 till 23 August 2023 | Verifiable CPD activity | 1 |
FPI22063221 | PPS | PPS Retirement Summit | 27 Jul 2022 Till 27 Jul 2023 | Verifiable CPD activity | 0,5 |
FPI22104127 | Sygnia Asset Management | Economic distress in time of covid | 04 Oct 2022 till 03 Oct 2023 | Verifiable CPD activity | 0.5 |
FPI22083591 | Sanlam Life Insurance Limited | Government Employee Pension Fund Training | 01 June 2022 till 31 May 2023 | Verifiable CPD activity | 10 |
FPI22073498 | Sygnia Asset Management | August Economics and Markets Review | 30 July 2022 till 29 July 2023 | Verifiable CPD activity | 1 |
FPI22093934 | Sygnia Asset Management | SURF Quarterly Webinar 1 August 2022 Invoic | 01 August 2022 till 31 July 2023 | Verifiable CPD activity | 1 |
FPI22094095 | Sygnia Asset Management | Sygnia Economics and Markets Webinar October | 05 Oct 2022 till 04 Oct 2023 | Verifiable CPD activity | 1 |
FPI22104124 | Sygnia Asset Management | Investing in Turbulent Times | 25 July till 02 November 2022 | Verifiable CPD activity | 0.5 |
FPI22104123 | Sygnia Asset Management | September Economic Review | 07 Sept 2022 till 06 Sept 2023 | Verifiable CPD activity | 0.5 |
FPI22032220 | ABSA Group Limited | Relationship Banking Fraud Curriculum | 01 August 2022 till 31 July 2023 | Verifiable CPD activity | 3 |
FPI22053005 | ABSA Group Limited | Absa Consumer Virtual Conference 19-21Sep22 | 20 September 2022 till 22 September 2022 | Verifiable CPD activity | 12 |
FPI22032226 | ABSA Group Limited | RB RMRC Building Block 6: Client Centred Engagement Learning Lab 3 | 01 August 2022 till 31 July 2023 | Verifiable CPD activity | 1.5 |
FPI22032236 | ABSA Group Limited | Online Retirement Refresher | 01 December 2022 till 31 October 2023 | Verifiable CPD activity | 5 |
FPI22032129 | ABSA Group Limited | Online Estate Planning Refresher | 01 December 2022 till 30 November 2023 | Verifiable CPD activity | 5 |
FPI22032234 | ABSA Group Limited | ONline Basic Legal Technical refresher | 01 December 2022 till 31 October 2023 | Verifiable CPD activity | 8.5 |
FPI22011445 | Nedgroup Investments (Pty) Ltd | Multi-Manager Insights: From Investments to Football Pitches: The State of Play | 25 Oct 2022 till 24 Oct 2023 | Verifiable CPD activity | 0.5 |
FPI22032233 | ABSA Group Limited | RB RMRC Savvy Optimisation | 01 August 2022 till 31 July 2023 | Verifiable CPD activity | 1.5 |
FPI22032231 | ABSA Group Limited | RB RMRC Powerful Collaboration Café 2 | 01 August 2022 till 31 July 2023 | Verifiable CPD activity | 1.5 |
FPI22032225 | ABSA Group Limited | RB RMRC Building Block 6: Client Centred Engagement Learning Lab 2 | 01 August 2022 till 31 July 2023 | Verifiable CPD activity | 1.5 |
FPI22032224 | ABSA Group Limited | RB RMRC Client Centred Engagement | 01 August 2022 till 31 July 2023 | Verifiable CPD activity | 3 |
FPI22032223 | ABSA Group Limited | RB RMRC Efficient Execution | 01 June 2022 till 31 May 2023 | Verifiable CPD activity | 1.5 |
FPI22032217 | ABSA Group Limited | RB RMRC Building Block 4: Personal Excellence | 01 June 2022 till 31 May 2023 | Verifiable CPD activity | 1 |
FPI22052999 | ABSA Group Limited | Q3 SA FI/FX Roadshow | 01 August 2022 till 15 August 2022 | Verifiable CPD activity | 1 |
FPI22052998 | ABSA Group Limited | SA macro roadshow: SA’s economic prospects : Multiple challenges on many fronts | 28 July 2022 till 19 August 2022 | Verifiable CPD activity | 1 |
FPI22073395 | Old Mutual Personal Finance | Mastehead - General Code of Conduct Amendments | 01 June 2022 till 31 May 2023 | Verifiable CPD activity | 0.5 |
FPI22011447 | Nedgroup Investments (Pty) Ltd | Nedgroup Investments Core Perspectives: Behavioural coaching trumps beating the market | 09 November 2022 | Verifiable CPD activity | 0.5 |
FPI22011441 | Nedgroup Investments (Pty) Ltd | Nedgroup Investments Global Perspectives: Thoughts from the CIOs in a changing world | 16 October till 19 October 2022 | Verifiable CPD activity | 2.5 |
FPI22104133 | Anchor Group Limited | Where the money will be made Q4 2022 webinar | 21-Oct-22 | Verifiable CPD activity | 1.5 |
FPI22093991 | Prescient Investment Management | Prescient Interest-Bearing and China Q3 2022. | 15-Oct-22 | Verifiable CPD activity | 0.5 |
FPI22083799 | PPS Insurance Company Limited | Offshore Forum | 01 Oct 2022 till 30 September 2023 | Verifiable CPD activity | 1 |
FPI22094077 | Cadiz Funds (Pty) Ltd | The Forum - 17 October 2022 | 17-Oct-22 | Verifiable CPD activity | 2 |
FPI22093994 | Prescient | Prescient Core Equity Update Q3 2022 - 19 October 2022 | 2022/10/20 - 2023/10/19 | Verifiable CPD activity | 0.5 |
FPI22083621 | Prescient | Prescient Interest Bearing Update Q3 2022 - 13 October 2022 | 13-Oct-22 | Verifiable CPD activity | 0.5 |
FPI22021851 | Old Mutual Personal Finance | MASTERCLASS - RETRENCHMENT AND TAX (CAS-44264-P2V6T5) | 13 September 2022 till 12 September 2023 | Verifiable CPD activity | 1.5 |
FPI22011417 | Glacier Financial Holdings | How estate duty impacts investments: Session 1 | 09-Sep-22 | Verifiable CPD activity | 2 |
FPI22032298 | Momentum | Momentum InTouch Newsletter - August 2022 | 30 August 2022 till 29 August 2023 | Verifiable CPD activity | 0.5 |
FPI22032296 | Momentum | IFA Hotwire Newsletter - September 2022 Edition 18 | 01 September 2022 till 31 August 2023 | Verifiable CPD activity | 1 |
FPI22083802 | IHRM | IHRM CPD Application - How effective is pre-authorisation | 02 September 2022 till 01 September 2023 | Verifiable CPD activity | 2 |
FPI22073451 | Full Value Financial Services | bonds pricing and duration | 27 July 2022 till 26 July 2023 | Verifiable CPD activity | 3 |
FPI22073449 | Full Value Financial Services | Principles of future derivities | 01 July 2022 till 31 June 2023 | Verifiable CPD activity | 2 |
FPI22021936 | Full Value Financial Services | money market pricing and calculations | 18 May 2022 till 17 May 2023 | Verifiable CPD activity | 4 |
FPI22021935 | Full Value Financial Services | FRAs and swap derivities | 01 June 2022 till 31 May 2023 | Verifiable CPD activity | 2 |
FPI22063224 | Allan Gray (Pty) Ltd | New application: Allan Gray mini fund provider: Events, noise, and opportunities | 28 July 2022 | Verifiable CPD activity | 1 |
FPI22063240 | Allan Gray (Pty) Ltd | New application: Allan Gray podcast: Can South African investors continue to count on commodities | 25 August 2022 till 24 August 2023 | Verifiable CPD activity | 0.5 |
FPI22063231 | Allan Gray Limited | New application | Allan Gray Podcast: Can optimism rise from the inflationary ashes | 25 July 2022 till 24 July 2023 | Verifiable CPD activity | 0.5 |
FPI22032155 | FPI Centre for professional development | Settlement Webinar | 06 September 2022 till 05 September 2023 | Verifiable CPD activity | 1 |
FPI22042590 | Ashburton | Ashburton Inbestments Corporate Quarterly Webinar | 19 August 2022 | Verifiable CPD activity | 0.5 |
FPI22042593 | Ashburton | • Ashburton Investments Monthly Economic Overview for 2022 – August 2022 | 12 August 2022 till 16 Dec 2022 | Verifiable CPD activity | 1 |
FPI22032100 | Sanlam Life Insurance Limited | Sticking to the Game Plan: The Economy, The Nation and Us! | 14 June 2022 till 13 June 2023 | Verifiable CPD activity | 2.5 |
FPI22032102 | Sanlam Life Insurance Limited | Megatrends: The future of healthcare and smart cities | 28 June 2022 till 27 June 2023 | Verifiable CPD activity | 0.5 |
FPI22032099 | Sanlam Life Insurance Limited | Legislative changes for cohabiting couples . | 06 October 2022 till 05 October 2023 | Verifiable CPD activity | 1 |
FPI22042529 | Glacier Financial Holdings | Glacier Investment Summit 2022 Day 2 FPI22042529 | 12 August 2022 | Verifiable CPD activity | 2.5 |
FPI22042533 | Glacier Financial Holdings | Glacier Investment Summit 2022 Day 1 FPI22042533 | 11 August 2022 | Verifiable CPD activity | 3 |
FPI22083507 | Efficient Private Clients | Market Call July 2022 | 22 July 2022 | Verifiable CPD activity | 2.5 |
FPI22032098 | Sanlam Life Insurance Limited | Personal Servitudes FPI22032098 | 01 August 2022 till 31 July 2023 | Verifiable CPD activity | 1.5 |
FPI22073365 | Moonstone Business School of Excellence (Pty) Ltd | Refresher Short-term & Long-term Deposits | 01 September 2022 till 31 August 2023 | Verifiable CPD activity | 14.5 |
FPI22073470 | Moonstone Business School of Excellence (Pty) Ltd | Fundamentals for Financial Mathematics | 01 September 2022 till 31 August 2023 | Verifiable CPD activity | 9.5 |
FPI22083581 | FNB Stock Broking | Inflation and bear market | 29 June 2022 | Verifiable CPD activity | 2 |
FPI22052800 | Asset TV (Pty) Ltd | Alternative Investments Conference I Cheat Sheet for Investing in Alternative Investments | 23 August 2022 till 22 August 2023 | Verifiable CPD activity | 0.5 |
FPI22083774 | Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo | Testamentary Advice Module 8 Examples of Executor’s. Already submitted. | 19 August 2022 till 18 August 2023 | Verifiable CPD activity | 3 |
FPI22083696 | Alexander Forbes Financial Services | AF Academy Knowledge Knocks - Just SA | 31 August 2022 till 30 August 2023 | Verifiable CPD activity | 1 |
FPI22042583 | Morningstar Investments | Morningstar Adviser Forum for Clients - Lanzerac | 17 August 2022 till 16 August 2023 | Verifiable CPD activity | 4.5 |
FPI22073397 | Masthead (Pty) Ltd | Driving Success in Challenging Times Part 2 course, which should be valid from 31 August. | 01 September 2022 till 31 August 2023 | Verifiable CPD activity | 1.5 |
FPI22042582 | Morningstar Investments | Morningstar Monthly Market Update August | 28 July 2022 till 27 July 2023 | Verifiable CPD activity | 0.5 |
FPI22063239 | Allan Gray Limited | Allan Gray Through the noise: retirement benefits conference | 17 August 2022 till 15 August 2023 | Verifiable CPD activity | 5 |
FPI22083587 | FNB Stock Broking | Inflation and Global Macro Update | 13 July 2022 | Verifiable CPD activity | 2 |
FPI22083736 | PPS Insurance Company Limited | Estate Planning eLearning | 01 September 2022 till 31 August 2023 | Verifiable CPD activity | 7 |
FPI22083740 | PPS Insurance Company Limited | Business Assurance eLearning | 01 September 2022 till 31 August 2023 | Verifiable CPD activity | 9 |
FPI22083579 | Jhb Securities and Portfolio Management Company (Pty) Ltd t/a SA Asset Mana | Quarterly Investment and Economic Review: Quarter 2 2022 | 28 July 2022 | Verifiable CPD activity | 3 |
FPI22073500 | PSG Wealth Financial Planning | Fire Protection Module 14 | 23 August 2022 till 22 August 2023 | Verifiable CPD activity | 0.5 |
FPI22052747 | Investec Bank Limited | FPI22052747 - FAIS Awareness | 05 September 2022 till 04 September 2023 | Verifiable CPD activity | 1 |
FPI22083585 | FNB Stock Broking | offshore and Ashburton Int | 06 July 2022 | Verifiable CPD activity | 1.5 |
FPI22083582 | FNB Stock Broking | Fixed Income & US Recession | 20 July 2022 | Verifiable CPD activity | 2 |
FPI22083772 | STANLIB Wealth Management | INN8 Webinar 24th August South Africa’s Anti Money Laundering on the Greylist | 04-Aug-22 | Verifiable CPD activity | 0.5 |
FPI22042663 | PSG Asset Management (Pty) Ltd | The PSG Winter Update 26July 2022 | 26 July 2022 till 10 August 2022 | Verifiable CPD activity | 0.5 |
FPI22083620 | Coronation Asset Management | Talking Investments with Coronation 2022 | 03 August 2022 till 02 August 2023 | Verifiable CPD activity | 4.5 |
FPI22083770 | AC Develop (Pty) Ltd | SHA Claims Corner | 22 August 2022 till 21 August 2023 | Verifiable CPD activity | 1 |
FPI22083771 | AC Develop (Pty) Ltd | Medical Schemes Consulting | 15 August 2022 till 14 August 2023 | Verifiable CPD activity | 2.5 |
FPI22083733 | Jigsaw Compliance | FICA | 15 August 2022 till 14 August 2023 | Verifiable CPD activity | 1 |
FPI22083735 | PPS Insurance Company Limited | Estate Planning Workshop | 01 September 2022 till 31 August 2023 | Verifiable CPD activity | 12 |
FPI22083734 | PPS Insurance Company Limited | Business Assurance Workshop (2 Days) | 01 September 2022 till 31 August 2023 | Verifiable CPD activity | 12 |
FPI22052790 | Old Mutual Wealth | Monthly PFA Investment Briefing August 2022 | 08 August 2022 | Verifiable CPD activity | 0.5 |
FPI22052786 | Old Mutual Wealth | Monthly PFA Investment Briefing July 2022 | 07 July 2022 | Verifiable CPD activity | 1 |
FPI22021582 | The Collaborative Exchange | Investment Think Tank: Qgeberha | 23-Aug-22 | Verifiable CPD activity | 5 |
FPI22032152 | FPI Centre for Professional Development | Economic Update Webinar | 20 September 2022 till 19 September 2023 | Verifiable CPD activity | 1 |
FPI22011435 | Nedgroup Investments | Core Perspective -The secret about sequence of returns (FPI22011435) | 17 August 2022 | Verifiable CPD activity | 0.5 |
FPI22032172 | FPI Center for Professional Development | Tax/Financial Emigration: A practical approach Webinar | 27 September 2022 till 26 September 2023 | Verifiable CPD activity | 1 |
FPI22032171 | FPI Center for Professional Development | Budgeting – not just about premiums Webinar | 08 Septeber 2022 till 07 September 2023 | Verifiable CPD activity | 1 |
FPI22032105 | Sanlam Life Insurance Limited | Sanlam Investments half year fund update 2022: Equities - 25 July 2022 FPI22032105 | 25-Jul-22 | Verifiable CPD activity | 0.5 |
FPI22032104 | Sanlam Life Insurance Limited | Sanlam Investments half year fund update 2022: Fixed Income - 13 July 2022 FPI22032104 | 13-Jul-22 | Verifiable CPD activity | 0.5 |
FPI22073366 | Moonstone Business School of Excellence (Pty) Ltd | Compliance Regulatory Requirements Renewal | 01 September 2022 till 31 August 2023 | Verifiable CPD activity | 2 |
FPI22083575 | LIBERTY GROUP LIMITED | Liberty DFM Quarterly Review webinar August 2022 | 2022/08/19 | Verifiable CPD activity | 1 |
FPI22083519 | Counterpoint Boutique (Pty) Ltd | Payers & Growers Distribution Update July 2022 | 2022/07/26 | NON-Verifiable CPD activity | Declined |
FPI22083518 | Counterpoint Boutique (Pty) Ltd | Stick to your plan: Now more than ever | 2022/07/21 | Verifiable CPD activity | 0.5 |
FPI22083517 | Naviga Solutions (Pty) Ltd | Wealth Hub: Company Owned Policies | 2022/07/29 | Verifiable CPD activity | 1 |
FPI22073485 | ICTS Legal Services (Pty) Ltd | NMG Legal Forum - 20th July 2022 | 2022/07/20 | Verifiable CPD activity | 2 |
FPI22073460 | Efficient Private Clients (Pty) Ltd | Market Call - June 2022 | 2022/06/24 | Verifiable CPD activity | 3.5 |
FPI22073438 | Prescient Investment Managemen | Prescient Core Equity Update Q2 2022 | 2022/07/15 | Verifiable CPD activity | 0.5 |
FPI22073433 | Simeka Consultants and Actuaries (Pty) Ltd | Consultants Forum 29 July 2022 | 2022/07/29 | Verifiable CPD activity | 2 |
FPI22073408 | Alexander Forbes Financial Services (Pty) Ltd | AF Academy - Alex Forbes Insights ( JHB 3 Aug, Cape Town 4 Aug, Durban 17 Aug & Gqeberha 18 Aug) | 2022/08/03 | Verifiable CPD activity | |
FPI22073383 | Juacois Consulting and Technolo | gPropulsion Summit | 2022/08/23 | Verifiable CPD activity | |
FPI22073381 | Amity Investment Solutions (Pty) | Jon Mackintosh: Presenting on LPractice Management | 2022/06/21 | Verifiable CPD activity | |
FPI22053063 | Chartered Financial Analyst Society of South Africa NPC | Private Equity Asset Class Masterclass | 2022/07/20 | Verifiable CPD activity | |
FPI22053026 | MitonOptimal South Africa (Pty) L | MitonOptimal Weekly Investment tCommittee Meeting - 3 May 2022 | 2022/05/03 | Verifiable CPD activity | |
FPI22053024 | MitonOptimal South Africa (Pty) L | MitonOptimal Weekly Investment tCommittee Meeting - 26 April 2022 | 2022/04/26 | Verifiable CPD activity | |
FPI22053017 | MitonOptimal South Africa (Pty) L | MitonOptimal Weekly Investment tCommittee Meeting - 12 April 2022 | 2022/04/12 | Verifiable CPD activity | |
FPI22053004 | ABSA Group Limited | Absa Fixed Income Conference | 2022/07/29 | Verifiable CPD activity | |
FPI22052827 | PSG Wealth Financial Planning (Pty) Ltd Bellville | PSG Market and Fund Update - 26 May 2022 | 2022/08/23 | Verifiable CPD activity | |
FPI22052825 | PSG Wealth Financial Planning (Pty) Ltd Bellville | PSG Market and Fund Update - 26 June 2022 | 2022/06/21 | Verifiable CPD activity | |
FPI22052764 | Sygnia Asset Management (Pty) Ltd | Sygnia Foreign Currency Funds Webinar | 2022/07/29 | Verifiable CPD activity | |
FPI22042600 | PSG Wealth Financial Planning (Pty) Ltd Bellville | PSG Wealth Quarterly Investment Outlook - 26 July 2022 | 2022/07/26 | Verifiable CPD activity | |
FPI22042599 | Chartered Financial Analyst Society of South Africa NPC | The Rise of African Venture Capital (Panel Discussion) | 2022/08/17 | Verifiable CPD activity | |
FPI22042592 | Ashburton Fund Managers Propri | Ashburton Investments Monthly Economic Overview for 2022 – July e2022 | 2022/07/08 | Verifiable CPD activity | |
FPI22042591 | Ashburton Fund Managers Propri | Ashburton Investments Monthly eEconomic Overview for 2022 - MAY | 2022/05/19 | Verifiable CPD activity | |
FPI22042554 | Alexander Forbes Financial Services (Pty) Ltd | AF Academy Health Biz - 14 July 2022 | 2022/07/14 | Verifiable CPD activity | |
FPI22042530 | Glacier Financial Holdings (Pty) Lt | Glacier Invest Summit 2022 Day 2 | 2022/07/29 | Verifiable CPD activity | |
FPI22042528 | Glacier Financial Holdings (Pty) Lt | Glacier Invest Summit 2022 Day 1 | 2022/07/28 | Verifiable CPD activity | |
FPI22032484 | Sygnia Asset Management (Pty) Ltd | Market and Economics Webinar April | 2022/04/05 | Verifiable CPD activity | |
FPI22032431 | Discovery Central Services (Pty) Ltd | FSP Forum June 2022 | 2022/06/28 | Verifiable CPD activity | |
FPI22032366 | Sanlam Life Insurance Limited | SFP Colloquium: July 2022 “What does risk planning entail” | 2022/07/05 | Verifiable CPD activity | |
FPI22032365 | Sanlam Life Insurance Limited | Investments Event 14 June 2022 | 2022/05/20 | Verifiable CPD activity | |
FPI22032197 | PSG Wealth Financial Planning (Pty) Ltd Bellville | PSG Market and Fund Update - February 2022 | 2022/04/05 | Verifiable CPD activity | |
FPI22032132 | Laurium Capital (Pty) Ltd | Laurium Capital - Boardroom Talk Webinar - Back to Shcool on Bonds | 2022/06/28 | Verifiable CPD activity | |
FPI22032130 | Efficient Private Clients (Pty) Ltd | Market Call - May 2022 | 2022/07/05 | Verifiable CPD activity | |
FPI22032124 | Efficient Private Clients (Pty) Ltd | Market Call - November 2021 | 2022/02/15 | Verifiable CPD activity | |
FPI22021969 | MitonOptimal South Africa (Pty) L | tSable International | 2022/05/27 | Verifiable CPD activity | |
FPI22021965 | MitonOptimal South Africa (Pty) L | tProLink ICM | 2022/06/23 | Verifiable CPD activity | |
FPI22021681 | Asset TV (Pty) Ltd | In Conversation with I Risk Appetite I Understanding how this impacts Institutional Investing | 2022/05/10 | Verifiable CPD activity | |
FPI22021596 | The Collaborative Exchange (Pty) | Investment Think Tank: Bloemfontein | 2022/02/22 | Verifiable CPD activity | |
FPI22021591 | The Collaborative Exchange (Pty) | Investment Think Tank : Durban | 2022/04/06 | Verifiable CPD activity | |
FPI22011421 | Nedgroup Investments (Pty) Ltd | Core Perspective: Unpacking passive investing | 2022/02/16 | Verifiable CPD activity | |
Old Mutual Persona | lOld Mutual Personal Finance | Mastehead - General Code of Conduct Amendments | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | |
FPI22083704 | STANLIB Wealth Management (Pty) Ltd | Offshore Investing: navigating a high inflation and low growth environment | 2022/08/17 till 2023/08/16 | Verifiable CPD activity | |
FPI22083698 | Alexander Forbes Financial Services (Pty) Ltd | AF Academy Quarterly Market and Economic Update - 15 August 2022 | 2022/08/15 till 2023/08/14 | Verifiable CPD activity | |
FPI22083638 | Employee Benefits Network (Pty) Ltd | PWSA SA Q3 2022 | 2022/09/01 till 2023/08/31 | Verifiable CPD activity | |
FPI22083572 | LIBERTY GROUP LIMITED | Networking for Business Success | 2022/08/01 till 2023/07/31 | Verifiable CPD activity | |
FPI22083570 | LIBERTY GROUP LIMITED | Daily Download Special Edition August 2022 | 2022/08/01 till 2023/07/31 | Verifiable CPD activity | |
FPI22083560 | AC Develop (Pty) Ltd | Climate Change | 2022/08/10 till 2023/08/09 | Verifiable CPD activity | |
FPI22083559 | AC Develop (Pty) Ltd | Global Claims Review 2022 | 2022/08/10 till 2023/08/09 | Verifiable CPD activity | |
FPI22083558 | AC Develop (Pty) Ltd | Marine Review | 2022/08/10 till 2023/08/09 | Verifiable CPD activity | |
FPI22083557 | AC Develop (Pty) Ltd | Cyber Risks | 2022/08/10 till 2023/08/09 | Verifiable CPD activity | |
FPI22083556 | AC Develop (Pty) Ltd | Captive arrangements update | 2022/08/10 till 2023/08/09 | Verifiable CPD activity | |
FPI22083555 | AC Develop (Pty) Ltd | Flood Risks | 2022/08/10 till 2023/08/09 | Verifiable CPD activity | |
FPI22083554 | Insurance Publications CC | FAnews August 2022 Edition | 2022/08/01 till 2023/07/31 | Verifiable CPD activity | |
FPI22083551 | Octomate Education (Pty) Ltd | Motor Fleet Underwriting for Beginners | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | |
FPI22083550 | Octomate Education (Pty) Ltd | Cyber Insurance Master Class | 2022/05/10 till 2023/05/09 | Verifiable CPD activity | |
FPI22083549 | Octomate Education (Pty) Ltd | Self-Driving Cars | 2022/03/31 till 2023/03/30 | Verifiable CPD activity | |
FPI22083548 | Octomate Education (Pty) Ltd | CL: Guarantee Policy | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | |
FPI22083547 | Octomate Education (Pty) Ltd | CL: Engineering Policy | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | |
FPI22083546 | Octomate Education (Pty) Ltd | Business Interruption Beginners Class | 2022/03/31 till 2023/03/30 | Verifiable CPD activity | |
FPI22083545 | Octomate Education (Pty) Ltd | CL: Property Policy | 2022/03/31 till 2023/03/30 | Verifiable CPD activity | |
FPI22083544 | Octomate Education (Pty) Ltd | Managing Fire and Its Devastating Effects | 2022/05/10 till 2023/05/09 | Verifiable CPD activity | |
FPI22083543 | Octomate Education (Pty) Ltd | CL: Liability Policy | 2022/03/31 till 2023/03/30 | Verifiable CPD activity | |
FPI22083542 | Octomate Education (Pty) Ltd | CL: Miscellaneous Policy | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | |
FPI22083541 | Octomate Education (Pty) Ltd | CL: Motor Policy | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | |
FPI22083540 | Octomate Education (Pty) Ltd | CL: Transportation Policy | 2022/05/11 till 2023/05/10 | Verifiable CPD activity | |
FPI22083539 | Octomate Education (Pty) Ltd | CL: Accident and Health | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | |
FPI22083538 | Octomate Education (Pty) Ltd | Commercial Claims for Beginners | 2022/05/11 till 2023/05/10 | Verifiable CPD activity | |
FPI22083512 | Coronation Management Company (Pty) Ltd | Corospondent-Retail-July 2022 edition | 2022/07/29 till 2023/07/28 | Verifiable CPD activity | |
FPI22083510 | Coronation Management Company (Pty) Ltd | Conversations with Coronation - Mid year review with Karl Leinberger and Neville Chester | 2022/07/01 till 2023/06/30 | Verifiable CPD activity | 1.5 |
FPI22073497 | ICS Academy (Pty) Ltd | The FAIS Act - An Overview of Ongoing Regulatory Obligations | 2022/08/08 till 2023/08/07 | Verifiable CPD activity | 2 |
FPI22073496 | ICS Academy (Pty) Ltd | MARKET ABUSE – A REGULATORY OVERVIEW | 2022/08/08 till 2023/08/07 | Verifiable CPD activity | 2 |
FPI22073493 | LIBERTY GROUP LIMITED | Sales Tips, Tricks and Techniques | 2022/08/01 till 2023/07/31 | Verifiable CPD activity | 1.5 |
FPI22073492 | The Institute of Health Risk Managers (Pty) Ltd | Regulations Relating to the Surveillance and the Control of Notifiable Medical Conditions: Amendment | 2022/07/25 till 2023/07/24 | Verifiable CPD activity | 2.5 |
FPI22073482 | ICTS Legal Services (Pty) Ltd | Mercer Marsh Benefits Legal Forum - 14th July 2022 | 2022/07/14 till 2023/07/13 | Verifiable CPD activity | 2 |
FPI22073480 | eSTUDY (Pty) Ltd | Treating Customers Fairly - Renewal | 2022/08/01 till 2023/07/31 | Verifiable CPD activity | 2 |
FPI22073479 | eSTUDY (Pty) Ltd | Money Laundering - Renewal | 2022/08/01 till 2023/07/31 | Verifiable CPD activity | 2.5 |
FPI22073477 | AC Develop (Pty) Ltd | Coface Risk Session 2022 | 2022/08/01 till 2023/07/31 | Verifiable CPD activity | 1 |
FPI22073469 | Moonstone Business School of Excellence (Pty) Ltd | Refresher Health Services Benefits | 2022/08/01 till 2023/07/31 | Verifiable CPD activity | 12.5 |
FPI22073464 | Moonstone Business School of Excellence (Pty) Ltd | The Regulatory Risk Register; a practical approach | 2022/08/24 till 2023/08/23 | Verifiable CPD activity | 3 |
FPI22073462 | FundNews Africa CC | 3rd Quarter HedgeNews Africa Magazine "Strategy re-set" | 2022/08/01 till 2023/07/31 | Verifiable CPD activity | 1.5 |
FPI22073461 | Just Retirement Life South Africa Ltd | The Retirement Crisis | 2022/09/01 till 2023/08/31 | Verifiable CPD activity | 1 |
FPI22073456 | STANLIB Wealth Management (Pty) Ltd | Taking stock of the SA and global economy | 2022/07/20 till 2023/07/19 | Verifiable CPD activity | 1 |
FPI22073455 | The Institute of Health Risk Managers (Pty) Ltd | "How can the private health sector implement some of the recommendations of the HMI Report?” | 2022/07/15 till 2023/07/14 | Verifiable CPD activity | 2 |
FPI22073446 | Bidvest Life Limited | TALKtime with Bidvest Life. When life happens, we show up. 2021 Bidvest Life Claims Report | 2022/09/02 till 2023/09/01 | Verifiable CPD activity | 0.5 |
FPI22073440 | Anchor Group Limited | Successfully using ratio analysis to provide professional and appropriate financial advice | 2022/07/14 till 2023/07/13 | Verifiable CPD activity | 1.5 |
FPI22073439 | Anchor Group Limited | Understanding the Commodity Cycle - Essentials for financial advisors | 2022/07/28 till 2023/07/27 | Verifiable CPD activity | 1 |
FPI22073432 | AC Develop (Pty) Ltd | MUA Market Risk Webinar | 2022/07/13 till 2023/0712 | Verifiable CPD activity | 1 |
FPI22073431 | AC Develop (Pty) Ltd | FIA Insight Q2 2022 | 2022/07/01 till 2023/06/30 | Verifiable CPD activity | 2 |
FPI22073428 | Integrity Academy (Pty) Ltd | Healthcare Benefits | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 9.5 |
FPI22073427 | Integrity Academy (Pty) Ltd | Functioning as a Trustee | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 9 |
FPI22073426 | Integrity Academy (Pty) Ltd | Business Assurance & Market Planning | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 9.5 |
FPI22073425 | Integrity Academy (Pty) Ltd | Business Ethics | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 9.5 |
FPI22073424 | Integrity Academy (Pty) Ltd | Economics | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 8.5 |
FPI22073423 | Integrity Academy (Pty) Ltd | Short- Long-Term Deposits | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 9.5 |
FPI22073422 | Integrity Academy (Pty) Ltd | Taxation for Financial Planners | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 9.5 |
FPI22073421 | Integrity Academy (Pty) Ltd | Retirement Fund Benefits | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 9.5 |
FPI22073419 | Integrity Academy (Pty) Ltd | Long-Term Insurance Product Solutions | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 8.5 |
FPI22073418 | Integrity Academy (Pty) Ltd | Basic Investments | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 9.5 |
FPI22073417 | VAPS Consultancy (Pty) Ltd | Understanding Crypto Currency | 2022/08/26 till 2023/08/25 | Verifiable CPD activity | 3.5 |
FPI22073416 | VAPS Consultancy (Pty) Ltd | Financial Markets | 2022/08/18 till 2023/08/17 | Verifiable CPD activity | 5 |
FPI22073414 | Alexander Forbes Financial Services (Pty) Ltd | AF Academy Retirement Savvy - 5 August 2022 | 2022/08/05 till 2023/08/04 | Verifiable CPD activity | 1 |
FPI22073405 | Alexander Forbes Financial Services (Pty) Ltd | AF Academy Knowledge Knocks- Momentum | 2022/07/27 till 2023/07/26 | Verifiable CPD activity | 1 |
FPI22073404 | Media24 (Pty) Ltd | MoneyMarketing_July 2022 | 2022/07/01 till 2023/06/30 | Verifiable CPD activity | 1 |
FPI22073399 | Masthead (Pty) Ltd | KI Responsibilities - Understanding your Role and Obligations | 2022/10/11 till 2023/10/10 | Verifiable CPD activity | 3 |
FPI22073393 | Old Mutual Personal Finance | Coffee with Legal: Expats - The advice conversation | 2022/07/15 till 2023/07/14 | Verifiable CPD activity | 1 |
FPI22073391 | Old Mutual Personal Finance | IFA Association: Responsible Investing - How do I access responsible investment offerings? | 2022/08/02 till 2023/08/01 | Verifiable CPD activity | 0.5 |
FPI22073390 | Old Mutual Personal Finance | GEPF Adviser Masterclass Session 2 Part 1 | 2022/08/05 till 2023/08/04 | Verifiable CPD activity | 1.5 |
FPI22073389 | Old Mutual Personal Finance | XPLAN Financial Planning Tool - Module 4 | 2022/08/01 till 2023/07/31 | Verifiable CPD activity | 7 |
FPI22073388 | Old Mutual Personal Finance | CPD Masterclass - Tax and Retirement (Part 2) | 2022/08/11 till 2023/08/10 | Verifiable CPD activity | 1.5 |
FPI22073385 | Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo | Testamentary Advice - Module 7 | 2022/07/01 till 2023/06/30 | Verifiable CPD activity | 4.5 |
FPI22073380 | Integrity Academy (Pty) Ltd | Developing Corporate Behaviour | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 6.5 |
FPI22073379 | Integrity Academy (Pty) Ltd | Collective Investments | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 9.5 |
FPI22073378 | Integrity Academy (Pty) Ltd | Practice Management & Risk Assessment | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 9.5 |
FPI22073377 | Integrity Academy (Pty) Ltd | Conflict Resolution | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 6.5 |
FPI22073376 | Integrity Academy (Pty) Ltd | Behavioural Finance | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 8.5 |
FPI22073375 | Integrity Academy (Pty) Ltd | Telephone Etiquette | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 6.5 |
FPI22073374 | Integrity Academy (Pty) Ltd | Business Etiquette | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 7 |
FPI22073373 | Integrity Academy (Pty) Ltd | Advanced Investments | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 9.5 |
FPI22073372 | Integrity Academy (Pty) Ltd | Estate Planning | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 9.5 |
FPI22073371 | Integrity Academy (Pty) Ltd | Office Politics for Managers | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 6.5 |
FPI22073370 | Chartered Financial Analyst Society of South Africa NPC | CFA Society South Africa 2022/2023 Mentor Workshop | 2022/07/27 till 2023/07/26 | Verifiable CPD activity | 3 |
FPI22073369 | Chartered Financial Analyst Society of South Africa NPC | The ethical implications of Behavioural Finance studies on investments | 2022/07/14 till 2023/07/13 | Verifiable CPD activity | 1.5 |
FPI22073364 | Discovery Central Services (Pty) Ltd | A Business Assurance Bootcamp | 2022/08/01 till 2023/07/31 | Verifiable CPD activity | 1 |
FPI22073344 | Integrity Academy (Pty) Ltd | Project Management, 6 th Edition | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 6 |
FPI22073343 | Integrity Academy (Pty) Ltd | Organisational Skills | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 6 |
FPI22073342 | Integrity Academy (Pty) Ltd | Personal Productivity | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 6 |
FPI22073341 | Integrity Academy (Pty) Ltd | Performance Management | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 6 |
FPI22073340 | Integrity Academy (Pty) Ltd | Negotiation Skills | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 6 |
FPI22073339 | Integrity Academy (Pty) Ltd | Proposal Writing | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 6 |
FPI22073338 | Integrity Academy (Pty) Ltd | Attention Management | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 6.5 |
FPI22073337 | Integrity Academy (Pty) Ltd | Overcoming Sales Objections | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 6 |
FPI22073336 | Integrity Academy (Pty) Ltd | Administrative Support | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 6.5 |
FPI22063327 | STANLIB Wealth Management (Pty) Ltd | Breakfast with INN8 / Coronation / STANLIB and SASFIN | 2022/06/30 till 2023/06/29 | Verifiable CPD activity | 1 |
FPI22063313 | Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo | Testamentary Advice - Module 6 | 2022/06/24 till 2023/06/23 | Verifiable CPD activity | 6 |
FPI22063305 | Magwitch Securities (Pty) Ltd | The Magwitch Update - June 2022 | 2022/06/30 till 2023/06/29 | Verifiable CPD activity | 0.5 |
FPI22063304 | Analytics Consulting (Pty) Limited | Quattro monthly planner meeting | 2022/06/03 till 2023/06/02 | Verifiable CPD activity | 0.5 |
FPI22063303 | Integrity Academy (Pty) Ltd | Motivating Your Sales Team | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 6.5 |
FPI22063302 | Integrity Academy (Pty) Ltd | Call Center Training | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 6.5 |
FPI22063301 | Integrity Academy (Pty) Ltd | Goal Setting and Getting Things Done | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 6.5 |
FPI22063300 | Integrity Academy (Pty) Ltd | Administrative Office Procedures | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 6 |
FPI22063299 | Integrity Academy (Pty) Ltd | Virtual Team Building and Management | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 6 |
FPI22063298 | Integrity Academy (Pty) Ltd | Supervising Others | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 6 |
FPI22063297 | Integrity Academy (Pty) Ltd | Servant Leadership | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 6 |
FPI22063296 | Integrity Academy (Pty) Ltd | Manager Management | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 6 |
FPI22063295 | Integrity Academy (Pty) Ltd | Conducting Annual Employee Reviews | 2022/06/08 till 2023/06/07 | Verifiable CPD activity | 6.5 |
FPI22063294 | Integrity Academy (Pty) Ltd | In Person Sales | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 6.5 |
FPI22063293 | Integrity Academy (Pty) Ltd | Stress Management | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 6 |
FPI22063292 | Integrity Academy (Pty) Ltd | Sales Fundamentals | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 6 |
FPI22063291 | Integrity Academy (Pty) Ltd | Prospecting and Lead Generation | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 6.5 |
FPI22063290 | Integrity Academy (Pty) Ltd | Employee Motivation | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 6.5 |
FPI22063289 | Integrity Academy (Pty) Ltd | Handling a Difficult Customer | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 6 |
FPI22063288 | Integrity Academy (Pty) Ltd | High Performance Teams (Remote Workforce) | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 6.5 |
FPI22063287 | Integrity Academy (Pty) Ltd | Customer Service | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 6.5 |
FPI22063286 | Integrity Academy (Pty) Ltd | High Performance Teams (Inside the Company) | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 6 |
FPI22063285 | Integrity Academy (Pty) Ltd | Emotional Intelligence | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 6.5 |
FPI22063284 | The Institute of Health Risk Managers (Pty) Ltd | NHI: Challenges of implementation & Health Market Inquiry: Where are we now | 2022/06/23 till 2023/06/22 | Verifiable CPD activity | 3 |
FPI22063283 | Moonstone Business School of Excellence (Pty) Ltd | Cyber Security: Secure Data Management | 2022/08/01 till 2023/07/31 | Verifiable CPD activity | 2 |
FPI22063282 | Moonstone Business School of Excellence (Pty) Ltd | Compliance Risk Identification and Analysis | 2022/08/02 till 2023/08/01 | Verifiable CPD activity | 3.5 |
FPI22063281 | Moonstone Business School of Excellence (Pty) Ltd | Essential Meeting Skills | 2022/08/01 till 2023/07/31 | Verifiable CPD activity | 2.5 |
FPI22063280 | Moonstone Business School of Excellence (Pty) Ltd | Cyber Resilience: A Roadmap | 2022/08/01 till 2023/07/31 | Verifiable CPD activity | 1.5 |
FPI22063279 | Moonstone Business School of Excellence (Pty) Ltd | Refresher Forex Investments | 2022/08/01 till 2023/07/31 | Verifiable CPD activity | 4.5 |
FPI22063278 | Moonstone Business School of Excellence (Pty) Ltd | Refresher Structured Deposits | 2022/08/01 till 2023/07/31 | Verifiable CPD activity | 4.5 |
FPI22063277 | Moonstone Business School of Excellence (Pty) Ltd | Time Management and Personal Productivity Skills | 2022/08/01 till 2023/07/31 | Verifiable CPD activity | 4 |
FPI22063274 | STANLIB Wealth Management (Pty) Ltd | Elephant in the Room | 2022/06/28 till 2023/06/27 | Verifiable CPD activity | 1 |
FPI22063272 | Media24 (Pty) Ltd | MoneyMarketing_June 2022 | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 1 |
FPI22063271 | Old Mutual Investment Group (Pty) Ltd | Fundamentals Q2 | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 1 |
FPI22063265 | eSTUDY (Pty) Ltd | Fundamentals of Anti-Bribery and Corruption | 2022/06/27 till 2023/06/26 | Verifiable CPD activity | 2 |
FPI22063264 | eSTUDY (Pty) Ltd | Class of Business: Short-Term Insurance - Personal Lines | 2022/06/27 till 2023/06/26 | Verifiable CPD activity | 3.5 |
FPI22063261 | Chartered Financial Analyst Society of South Africa NPC | Financial Mail Collective Insight Round Table Discussion: Death and Taxes | 2022/06/22 till 2023/06/21 | Verifiable CPD activity | 1 |
FPI22063252 | Momentum, a divison of MMI Holdings | Momentum Development Series: Business Assurance Workshop 4 | 2022/07/01 till 2023/06/30 | Verifiable CPD activity | 3.5 |
FPI22063250 | Momentum, a divison of MMI Holdings | The Will – part of financial planning | 2022/08/01 till 2023/07/31 | Verifiable CPD activity | 1 |
FPI22063249 | Momentum, a divison of MMI Holdings | GEPF – Shorter version | 2022/08/01 till 2023/07/31 | Verifiable CPD activity | 2 |
FPI22063246 | Momentum, a divison of MMI Holdings | Partnership Connect 2022 | 2022/09/01 till 2023/08/31 | Verifiable CPD activity | 1.5 |
FPI22063244 | Momentum, a divison of MMI Holdings | Momentum Development Series: Business Assurance Workshop 3 | 2022/07/01 till 2023/06/30 | Verifiable CPD activity | 2.5 |
FPI22063241 | Allan Gray (Pty) Ltd | Allan Gray Business & Investment update 2022 | Regional updates | 2022/05/30 till 2023/05/29 | Verifiable CPD activity | 2 |
FPI22063237 | Allan Gray (Pty) Ltd | Allan Gray Offshore webinar | 2022/09/08 till 2023/08/07 | Verifiable CPD activity | 1 |
FPI22063236 | Allan Gray (Pty) Ltd | New Generation IFA | 2022/06/29 till 2023/06/28 | Verifiable CPD activity | 2 |
FPI22063235 | Allan Gray (Pty) Ltd | Allan Gray Investment update | Richards Bay | 2022/06/23 till 2023/06/22 | Verifiable CPD activity | 1.5 |
FPI22063234 | Allan Gray (Pty) Ltd | Allan Gray Investment update webinar | 2022/06/23 till 2023/06/22 | Verifiable CPD activity | 1 |
FPI22063230 | Allan Gray (Pty) Ltd | Allan Gray Podcast: How to think about investing in an energy-short and volatile world | 2022/06/08 till 2023/06/07 | Verifiable CPD activity | 1 |
FPI22063227 | Allan Gray (Pty) Ltd | Orbis roundtable with Matthew Spencer | 2022/06/07 till 2023/06/06 | Verifiable CPD activity | 1 |
FPI22063225 | Allan Gray (Pty) Ltd | Behavioural Coaching Programme Alumni session: My client is not listening to me. What do I do? | 2022/06/10 till 2023/06/09 | Verifiable CPD activity | 2.5 |
FPI22063223 | The Institute of Health Risk Managers (Pty) Ltd | Financial Skills for Non-Financial Trustees, Principal Officers and Scheme Managers 2022 | 2022/06/13 till 2023/06/12 | Verifiable CPD activity | 8 |
FPI22063222 | The Institute of Health Risk Managers (Pty) Ltd | Application & Interpretation of PMBs 2022 Webinar | 2022/06/24 till 2023/06/23 | Verifiable CPD activity | 8 |
FPI22063212 | PPS Investments (Pty) Ltd | PPS Investments Webinar: Buy the dips and TINA lives forever. | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 0.5 |
FPI22063211 | STANLIB Wealth Management (Pty) Ltd | Investment insights through the lens of STANLIB Fixed Income and Multi- Asset Franchises | 2022/05/25 till 2023/05/24 | Verifiable CPD activity | 0.5 |
FPI22063210 | Chartered Financial Analyst Society of South Africa NPC | Ethics Challenge | 2022/07/28 till 2023/07/27 | Verifiable CPD activity | 2 |
FPI22063206 | LIBERTY GROUP LIMITED | Advice for Advisers – Insurance cover for commercial pilots | 2022/06/15 till 2023/06/14 | Verifiable CPD activity | 0.5 |
FPI22063204 | LIBERTY GROUP LIMITED | Emotional Agility | 2022/07/01 till 2023/06/30 | Verifiable CPD activity | 2.5 |
FPI22063202 | LIBERTY GROUP LIMITED | Financial Planning 21st Century - Disruptors | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 2 |
FPI22063200 | LIBERTY GROUP LIMITED | QUARTERLY ECONOMIC UPDATE - Q3 2022 | 2022/07/27 till 2023/07/26 | Verifiable CPD activity | 1 |
FPI22063199 | LIBERTY GROUP LIMITED | Financial Planning 21st Century - Parties to the Contract | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 1 |
FPI22063198 | LIBERTY GROUP LIMITED | Financial Planning 21st Century - Budgeting | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 1.5 |
FPI22063197 | LIBERTY GROUP LIMITED | Financial Planning 21st Century - Trends in the financial Planning Environment Masterclass | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 2.5 |
FPI22063196 | Chartered Financial Analyst Society of South Africa NPC | Capacity Building Workshop - Derivatives Overview | 2022/07/26 till 2023/07/25 | Verifiable CPD activity | 1.5 |
FPI22063194 | Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo | Testamentary Advice - Module 2 | 2022/05/01 till 2023/04/30 | Verifiable CPD activity | 2.5 |
FPI22063193 | Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo | Purpose Driven Trusts 2022 | 2022/05/01 till 2023/04/30 | Verifiable CPD activity | 1 |
FPI22063192 | Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo | Testamentary Advice - Module 1 | 2022/04/01 till 2023/03/31 | Verifiable CPD activity | 2.5 |
FPI22063191 | Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo | Testamentary Advice - Module 3 | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 4.5 |
FPI22063189 | M & G Investments Unit Trusts South Africa (RF) Ltd | M&G Investments Quarterly Magazine | Consider This Q2 2022 | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 1 |
FPI22063188 | M & G Investments Unit Trusts South Africa (RF) Ltd | M&G Webinar | Offshore investing with Reg 28: What’s the optimal portfolio allocation? | 2022/06/03 till 2023/06/02 | Verifiable CPD activity | 0.5 |
FPI22063184 | Mazars Academy (Pty) Ltd | Tax consequences of company debt | 2022/06/14 till 2023/06/13 | Verifiable CPD activity | 3 |
FPI22063183 | Chartered Financial Analyst Society of South Africa NPC | Mercer Retirement Reform Workshop | 2022/03/31 till 2023/03/30 | Verifiable CPD activity | 1 |
FPI22063182 | Simply Learn CC | ETHICS IN FINANCIAL SERVICES ORGANISATIONS | 2022/07/11 till 2023/07/10 | Verifiable CPD activity | 1.5 |
FPI22063181 | Simply Learn CC | TREATING CUSTOMER FAIRLY | 2022/07/11 till 2023/07/10 | Verifiable CPD activity | 2.5 |
FPI22063180 | Simply Learn CC | THE DEBARMENT PROCESS | 2022/07/11 till 2023/07/10 | Verifiable CPD activity | 1.5 |
FPI22063179 | Simply Learn CC | WHISTLEBLOWING PROTECTION IN SOUTH AFRICA | 2022/07/11 till 2023/07/10 | Verifiable CPD activity | 1.5 |
FPI22063178 | Simply Learn CC | COMPLAINTS MANAGEMENT FRAMEWORK | 2022/07/11 till 2023/07/10 | Verifiable CPD activity | 2.5 |
FPI22063174 | Masthead (Pty) Ltd | Importance of Succession Planning Course | 2022/08/02 till 2023/08/01 | Verifiable CPD activity | 0.5 |
FPI22063173 | Masthead (Pty) Ltd | BizNews A case of POPI | 2022/06/30 till 2023/06/29 | Verifiable CPD activity | 1 |
FPI22063172 | Masthead (Pty) Ltd | Learning how to Build a Robust Financial Management Model | 2022/07/14 till 2023/07/13 | Verifiable CPD activity | 3 |
FPI22063171 | Masthead (Pty) Ltd | Risks and Responsibilities of Information Officers Course | 2022/07/28 till 2023/07/27 | Verifiable CPD activity | 1 |
FPI22063170 | Masthead (Pty) Ltd | Preparation for a FSCA Visit – What to Expect | 2022/07/06 till 2023/07/05 | Verifiable CPD activity | 3 |
FPI22063169 | Masthead (Pty) Ltd | Succession Planning Webinar | 2022/08/05 till 2023/08/04 | Verifiable CPD activity | 1 |
FPI22063168 | Masthead (Pty) Ltd | Understanding Cybersecurity Risks Online Course | 2022/07/11 till 2023/07/10 | Verifiable CPD activity | 2 |
FPI22063167 | Masthead (Pty) Ltd | Treating Customers Fairly – How to Successfully Embed TCF Outcomes in Your FSP | 2022/07/31 till 2023/07/30 | Verifiable CPD activity | 3 |
FPI22063165 | AC Develop (Pty) Ltd | Consumer Impact Seminar | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 1.5 |
FPI22063164 | AC Develop (Pty) Ltd | Living together or Marraige - Legal Implications | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 1 |
FPI22063163 | Anchor Group Limited | A time to invest in South African bonds | 2022/06/10 till 2023/06/09 | Verifiable CPD activity | 1 |
FPI22053123 | The Institute of Health Risk Managers (Pty) Ltd | Progress towards NHI and the Low Cost Benefit Option (LCBO) | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 2.5 |
FPI22053082 | Ninety One SA (Pty) Ltd | Navigating volatility - what are our Portfolio Managers thinking? | 2022/05/26 till 2023/05/25 | Verifiable CPD activity | 1 |
FPI22053081 | Simeka Consultants and Actuaries (Pty) Ltd | Consultants Forum 27 May 2022 | 2022/05/27 till 2023/05/26 | Verifiable CPD activity | 3 |
FPI22053066 | AC Develop (Pty) Ltd | SHA Annual Risk Review (Session 2) | 2022/05/01 till 2023/04/30 | Verifiable CPD activity | 3.5 |
FPI22053065 | STANLIB Wealth Management (Pty) Ltd | Top of mind for investors: Global portfolio construction | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 0.5 |
FPI22053061 | Moonstone Business School of Excellence (Pty) Ltd | Effective Presentation Skills for Advisors | 2022/07/01 till 2023/06/30 | Verifiable CPD activity | 3.5 |
FPI22053060 | Moonstone Business School of Excellence (Pty) Ltd | Compliance Monitoring | 2022/07/01 till 2023/06/30 | Verifiable CPD activity | 5.5 |
FPI22053059 | Moonstone Business School of Excellence (Pty) Ltd | Understanding Financial Crises | 2022/07/01 till 2023/06/30 | Verifiable CPD activity | 9 |
FPI22053058 | Moonstone Business School of Excellence (Pty) Ltd | Compliance Risk Management Process | 2022/07/01 till 2023/06/30 | Verifiable CPD activity | 4 |
FPI22053057 | Moonstone Business School of Excellence (Pty) Ltd | Policy and Procedure Writing | 2022/07/01 till 2023/06/30 | Verifiable CPD activity | 2.5 |
FPI22053056 | Moonstone Business School of Excellence (Pty) Ltd | Protecting Your Information | 2022/07/01 till 2023/06/30 | Verifiable CPD activity | 3 |
FPI22053055 | Moonstone Business School of Excellence (Pty) Ltd | Leveraging on Emotional Intelligence | 2022/07/01 till 2023/06/30 | Verifiable CPD activity | 2 |
FPI22053054 | Moonstone Business School of Excellence (Pty) Ltd | Introduction to Goal-Based Financial Planning | 2022/07/01 till 2023/06/30 | Verifiable CPD activity | 4 |
FPI22053053 | Moonstone Business School of Excellence (Pty) Ltd | Coaching and Mentoring Skills for FAIS Supervisors | 2022/07/01 till 2023/06/30 | Verifiable CPD activity | 5.5 |
FPI22053052 | Moonstone Business School of Excellence (Pty) Ltd | Basic Business Budgeting Skills | 2022/07/01 till 2023/06/30 | Verifiable CPD activity | 2 |
FPI22053051 | Moonstone Business School of Excellence (Pty) Ltd | Compliance Regulatory Environment Developing a CRMP | 2022/07/01 till 2023/06/30 | Verifiable CPD activity | 7 |
FPI22053050 | Moonstone Business School of Excellence (Pty) Ltd | Compliance Record Keeping | 2022/07/01 till 2023/06/30 | Verifiable CPD activity | 2.5 |
FPI22053049 | Moonstone Business School of Excellence (Pty) Ltd | Refresher Pension Fund Benefits | 2022/06/03 till 2023/06/02 | Verifiable CPD activity | 7 |
FPI22053048 | Moonstone Business School of Excellence (Pty) Ltd | Refresher Investments | 2022/06/03 till 2023/06/02 | Verifiable CPD activity | 11.5 |
FPI22053047 | Moonstone Business School of Excellence (Pty) Ltd | Effective Interpersonal Skills in an Advice-Giving Context | 2022/07/01 till 2023/06/30 | Verifiable CPD activity | 3.5 |
FPI22053046 | Moonstone Business School of Excellence (Pty) Ltd | Compliance Programme | 2022/07/01 till 2023/06/30 | Verifiable CPD activity | 3.5 |
FPI22053045 | Moonstone Business School of Excellence (Pty) Ltd | Critical Thinking Skills | 2022/07/01 till 2023/06/30 | Verifiable CPD activity | 2 |
FPI22053044 | Moonstone Business School of Excellence (Pty) Ltd | Compliance Principles of Materiality | 2022/07/01 till 2023/06/30 | Verifiable CPD activity | 3.5 |
FPI22053043 | Moonstone Business School of Excellence (Pty) Ltd | Fundamentals of Income Tax and Capital Gains Tax | 2022/07/01 till 2023/06/30 | Verifiable CPD activity | 6 |
FPI22053042 | Moonstone Business School of Excellence (Pty) Ltd | Refresher Financial Services Sector Overview | 2022/06/03 till 2023/06/02 | Verifiable CPD activity | 4 |
FPI22053035 | ICS Academy (Pty) Ltd | THE FAIS ACT – A REGULATORY FRAMEWORK | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 4 |
FPI22053034 | ICS Academy (Pty) Ltd | CORPORATE GOVERNANCE – AN OVERVIEW OF SELECTED LEGISLATIVE PROVISIONS | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 4 |
FPI22053033 | ICS Academy (Pty) Ltd | ICSA – FIT AND PROPER REQUIREMENTS | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 2 |
FPI22053032 | ICS Academy (Pty) Ltd | FATCA AND CRS – A REGULATORY FRAMEWORK - 2021 | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 2 |
FPI22053011 | Scottfin Insurance Brokers (Pty) Ltd | WHAT DOES IT MEAN TO BE FIT AND PROPER? | 2022/09/01 till 2023/08/31 | Verifiable CPD activity | 1.5 |
FPI22052996 | STANLIB Wealth Management (Pty) Ltd | In the Room with STANLIB Index Investments | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 0.5 |
FPI22052995 | ICS Academy (Pty) Ltd | “COMPLAINTS” - AN OVERVIEW OF SELECTED LEGISLATIVE PROVISIONS | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 2.5 |
FPI22052989 | Stonehage Fleming Investment Management (South Africa) (Pty) Ltd | CPD KNOW HOW BULK Newsletters | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 0.5 |
FPI22052979 | Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo | Business Assurance Refresher 2022 | 2022/05/01 till 2023/04/30 | Verifiable CPD activity | 3 |
FPI22052978 | Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo | Estate Planning 2022 | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 6 |
FPI22052977 | Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo | Retirement Planning Advanced 2022 | 2022/04/01 till 2023/03/31 | Verifiable CPD activity | 3 |
FPI22052976 | Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo | Post Retirement - How a simple mistake cost a Financial Adviser almost R 200 000 - Case Study – 2022 | 2022/04/01 till 2023/03/31 | Verifiable CPD activity | 1.5 |
FPI22052974 | Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo | Social Media for Financial Professionals | 2022/02/21till 2023/02/20 | Verifiable CPD activity | 1 |
FPI22052973 | Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo | The 6th Pillar of Financial Planning – Ongoing Communication and advice | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 0.5 |
FPI22052972 | Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo | Revenue Management and Planning for Financial Advice Practices | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 1 |
FPI22052971 | Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo | Employing Technology 2022 | 2022/02/15 till 2023/02/14 | Verifiable CPD activity | 1.5 |
FPI22052969 | Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo | Business Assurance Online Course 2022 | 2022/02/21till 2023/02/20 | Verifiable CPD activity | 5.5 |
FPI22052968 | AC Develop (Pty) Ltd | Hollard RGMCOE Forum May 2022 | 2022/05/01 till 2023/04/30 | Verifiable CPD activity | 9 |
FPI22052967 | AC Develop (Pty) Ltd | AIG Slips, Trips and Falls | 2022/05/01 till 2023/04/30 | Verifiable CPD activity | 1.5 |
FPI22052965 | The Pension Lawyers Association of South Africa | The 2022 PLA 26th Annual Conference | 2022/05/09 till 2023/05/08 | Verifiable CPD activity | 25 |
FPI22052959 | eSTUDY (Pty) Ltd | Class of Business – Short-Term Insurance: Commercial Lines [RENEWAL] | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 3 |
FPI22052958 | ICS Academy (Pty) Ltd | Risk Based Portfolio Construction | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 2 |
FPI22052957 | Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo | Discretionary Investment Management Process and the Value To Advisers | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 0.3 |
FPI22052956 | Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo | How Insights from Revenue Management Can Strengthen Your Value Proposition | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 1 |
FPI22052955 | Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo | Intergenerational Wealth Planning - Financial Planning Across Generations | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 1 |
FPI22052954 | Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo | State of Digital in 2022 | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 1 |
FPI22052953 | Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo | Using a share buy-back structure for a buy and sell | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 1 |
FPI22052952 | Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo | 7 Powerful Habits to Build a Legendary Financial Services Practice | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 1 |
FPI22052951 | Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo | How Technology Can Support and Protect an FSP Through Integration | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 0.5 |
FPI22052942 | Amity Investment Solutions (Pty) Ltd | Future proof your financial advice business by changing how you develop client relationships | 2022/05/18 till 2023/05/17 | Verifiable CPD activity | 1 |
FPI22052941 | Captains and Coaches (Pty) Ltd | Rejuvenate your value proposition | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 1 |
FPI22052940 | Captains and Coaches (Pty) Ltd | Activity based remuneration (Session 2) | 2022/05/01 till 2023/04/30 | Verifiable CPD activity | 1 |
FPI22052939 | Captains and Coaches (Pty) Ltd | The impact of CoFI on FSPs (Introduction) | 2022/04/01 till 2023/03/31 | Verifiable CPD activity | 1 |
FPI22052938 | Captains and Coaches (Pty) Ltd | Activity Based Remuneration (Introduction) | 2022/02/01 till 2023/01/31 | Verifiable CPD activity | 1 |
FPI22052937 | Employee Benefits Network (Pty) Ltd | PWSA SA Q2 2022 | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 3 |
FPI22052936 | LIBERTY GROUP LIMITED | Financial Coaching: Value Proposition | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 4 |
FPI22052935 | Old Mutual Personal Finance | An Unexpected Event: The Trigger of Transfer Duty b. The ‘ABC’ of Section 37A, B, C & D of the Pensi | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 0.5 |
FPI22052934 | Old Mutual Personal Finance | Wills to be sign and witness using audio-visual links – amend Wills Act 7 of 1953 b. Using usufructs | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 0.5 |
FPI22052933 | Old Mutual Personal Finance | Dissolution of Customary Marriages – The Impact on Estate at Death, Divorce b. MASSING OF ESTATES | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 0.5 |
FPI22052932 | Old Mutual Personal Finance | Estate planning considerations for ‘bloody’ estates b) The disposal if immovable property: Which ent | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 1 |
FPI22052931 | Old Mutual Personal Finance | Retirement Annuity: Still an effective estate planning tool b. Income Tax options available to farme | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 0.5 |
FPI22052930 | Old Mutual Personal Finance | Security session and accrual claim b. Family businesses: The need for synergy between succession pla | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 0.5 |
FPI22052929 | Old Mutual Personal Finance | World-wide Will verses Foreign Wills | The impact of standing crops on a farmer’s estate | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 0.5 |
FPI22052928 | Old Mutual Personal Finance | Business Rescue vs Cancelling Business Assurance Policies b. The Process of Retrenchment and the Tax | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 0.5 |
FPI22052926 | Old Mutual Personal Finance | The Annuitisation Regime: Provident and Provident Preservation Funds b. Spouse consent | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 1 |
FPI22052921 | AC Develop (Pty) Ltd | SHA Annual Risk Review 2022 | 2022/05/01 till 2023/04/30 | Verifiable CPD activity | 2 |
FPI22052920 | AC Develop (Pty) Ltd | HIC Lightning Webinar | 2022/04/01 till 2023/03/31 | Verifiable CPD activity | 1 |
FPI22052919 | Infinitus Risk Management Service (Pty) Ltd | Treating Customers Fairly Programme | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 7.5 |
FPI22052917 | Infinitus Risk Management Service (Pty) Ltd | Infinitus Superhero Training: FIC RMCP and CDD | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 1.5 |
FPI22052916 | The Institute of Health Risk Managers (Pty) Ltd | Update on the Low-Cost Benefit Option 13 May 2022 | 2022/05/13 till 2023/05/12 | Verifiable CPD activity | 5 |
FPI22052899 | NBC Holdings (Pty) Ltd | PAIA MANUAL | 2022/06/06 till 2023/06/05 | Verifiable CPD activity | 1.5 |
FPI22052898 | NBC Holdings (Pty) Ltd | CONFLICT OF INTEREST MANAGEMENT | 2022/06/08 till 2023/06/07 | Verifiable CPD activity | 0.5 |
FPI22052897 | NBC Holdings (Pty) Ltd | LEGAL SEMINARS | 2022/06/08 till 2023/06/07 | Verifiable CPD activity | 4 |
FPI22052896 | Insurance Publications CC | FAnews June 2022 Edition | 2022/06/09 till 2023/06/08 | Verifiable CPD activity | 3 |
FPI22052895 | Nedbank Limited | COB Long Term Insurance | 2022/07/18 till 2023/07/17 | Verifiable CPD activity | 12.5 |
FPI22052894 | Nedbank Limited | An Understanding of Trusts - Wealth Management SA | 2022/05/16 till 2023/05/15 | Verifiable CPD activity | 1 |
FPI22052893 | Nedbank Limited | Personal Mastery for 4IR | 2022/03/10 till 2023/03/09 | Verifiable CPD activity | 6 |
FPI22052892 | Nedbank Limited | Ethics, Professional Standards and Trends in Financial Services | 2022/06/06 till 2023/06/05 | Verifiable CPD activity | 6.5 |
FPI22052891 | Nedbank Limited | Human Centred Leadership | 2022/05/12 till 2023/05/11 | Verifiable CPD activity | 6 |
FPI22052889 | Nedbank Limited | Key Individual Guidance | 2022/06/10 till 2023/06/09 | Verifiable CPD activity | 6 |
FPI22052883 | Integrity Academy (Pty) Ltd | Communication Strategies | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 6.5 |
FPI22052882 | Integrity Academy (Pty) Ltd | Coaching Sales People | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 6.5 |
FPI22052881 | Integrity Academy (Pty) Ltd | Cyber Security | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 6.5 |
FPI22052880 | Integrity Academy (Pty) Ltd | Regulatory Update | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 6.5 |
FPI22052879 | Integrity Academy (Pty) Ltd | Presentation Skills | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 6.5 |
FPI22052878 | Integrity Academy (Pty) Ltd | Money Laundering Legislation and the implications for Accountable Institutions (FICA) | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 4.5 |
FPI22052877 | Integrity Academy (Pty) Ltd | Protection of Personal Information Act (POPIA) | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 6 |
FPI22052876 | Integrity Academy (Pty) Ltd | Team Building Through Chemistry | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 6 |
FPI22052875 | Integrity Academy (Pty) Ltd | Talent Management | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 6 |
FPI22052874 | Integrity Academy (Pty) Ltd | Unconscious Bias | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 6.5 |
FPI22052872 | Integrity Academy (Pty) Ltd | Behaviours and Emotions in Financial Planning | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 4 |
FPI22052871 | Integrity Academy (Pty) Ltd | Taking Initiative | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 6 |
FPI22052870 | Integrity Academy (Pty) Ltd | Time Management | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 6.5 |
FPI22052869 | Integrity Academy (Pty) Ltd | Self-Leadership | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 6 |
FPI22052868 | Integrity Academy (Pty) Ltd | Social Media Marketing | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 6 |
FPI22052867 | Integrity Academy (Pty) Ltd | Financial Needs Analysis | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 8 |
FPI22052866 | Integrity Academy (Pty) Ltd | Social Media in the Workplace | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 6 |
FPI22052865 | Integrity Academy (Pty) Ltd | Managing Personal Finance | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 6.5 |
FPI22052864 | Integrity Academy (Pty) Ltd | Customer Support | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 6.5 |
FPI22052863 | Integrity Academy (Pty) Ltd | Crisis Management | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 6.5 |
FPI22052862 | Integrity Academy (Pty) Ltd | Accountability in the Workplace | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 6.5 |
FPI22052861 | Integrity Academy (Pty) Ltd | Financial Statement Analysis | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 8 |
FPI22052860 | Integrity Academy (Pty) Ltd | Creativity: Thinking Outside the Box | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 6.5 |
FPI22052859 | Integrity Academy (Pty) Ltd | Responsibility in the Workplace | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 6 |
FPI22052858 | Integrity Academy (Pty) Ltd | Respect in the Workplace | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 6 |
FPI22052857 | Integrity Academy (Pty) Ltd | Contact Centre Trainee | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 6.5 |
FPI22052856 | Integrity Academy (Pty) Ltd | Forex Investments | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 8.5 |
FPI22052855 | Integrity Academy (Pty) Ltd | Structured Deposits | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 8.5 |
FPI22052854 | Integrity Academy (Pty) Ltd | Meeting Management | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 6.5 |
FPI22052846 | PSG Wealth Financial Planning (Pty) Ltd Bellville | Fire Protection - Module 13 (May 2022 - May 2023) | 2022/05/01 till 2023/04/30 | Verifiable CPD activity | 1 |
FPI22052837 | PSG Wealth Financial Planning (Pty) Ltd Bellville | Fire Protection - Module 12 (March 2022 -Feb 2023) | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 1 |
FPI22052821 | Asset TV (Pty) Ltd | The Future of Retirement Income I Masterclass | 2022/07/28 till 2023/07/27 | Verifiable CPD activity | 1 |
FPI22052808 | Asset TV (Pty) Ltd | Retirement Income - Behavioural Finance I Roundtable | 2022/07/21 till 2023/07/10 | Verifiable CPD activity | 0.5 |
FPI22052805 | Asset TV (Pty) Ltd | Impact Investing I Masterclass | 2022/06/23 till 2023/06/22 | Verifiable CPD activity | 0.5 |
FPI22052804 | Asset TV (Pty) Ltd | Local Multi-Asset Masterclass | 2022/05/11 till 2023/05/10 | Verifiable CPD activity | 1 |
FPI22052796 | Asset TV (Pty) Ltd | Thematics I Masterclass | 2022/06/14 till 2023/06/13 | Verifiable CPD activity | 0.5 |
FPI22052795 | Asset TV (Pty) Ltd | Global Equities I Masterclass | 2022/08/04 till 2023/08/03 | Verifiable CPD activity | 0.5 |
FPI22052794 | Asset TV (Pty) Ltd | Global ETF Investing | 2022/06/08 till 2023/06/07 | Verifiable CPD activity | 0.5 |
FPI22052792 | Asset TV (Pty) Ltd | Tax Efficient Solutions Roundtable | 2022/05/23 till 2023/05/22 | Verifiable CPD activity | 0.5 |
FPI22052791 | Old Mutual Wealth | OMW Private Client Securities: Navigating the uncertainty&seeking opportunities in investment market | 2022/06/22 till 2023/06/21 | Verifiable CPD activity | 1.5 |
FPI22052784 | IRESS MD RSA (Pty) Ltd | Cases | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 1.5 |
FPI22052783 | IRESS MD RSA (Pty) Ltd | Coding Essential Elearning | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 1 |
FPI22052773 | Masthead (Pty) Ltd | A Practical Guide to Developing Your Own FICA RMCP | 2022/09/01 till 2023/08/31 | Verifiable CPD activity | 6.5 |
FPI22052772 | Masthead (Pty) Ltd | Profile's Unit Trusts & Collective Investments Part 7 | 2022/06/10 till 2023/06/09 | Verifiable CPD activity | 1 |
FPI22052770 | Masthead (Pty) Ltd | Tax and Other Aspects of Retirement Funds and Investments | 2022/06/10 till 2023/06/09 | Verifiable CPD activity | 2 |
FPI22052769 | Masthead (Pty) Ltd | Driving Success in Challenging Times Part 1 | 2022/05/30 till 2023/05/29 | Verifiable CPD activity | 1 |
FPI22052768 | Masthead (Pty) Ltd | How to create a Business Plan that Works | 2022/06/20 till 2023/06/19 | Verifiable CPD activity | 3 |
FPI22052767 | Masthead (Pty) Ltd | Driving Success in Challenging Times - Part 6 | 2022/06/27 till 2023/06/26 | Verifiable CPD activity | 0.5 |
FPI22052766 | Masthead (Pty) Ltd | Masthead Member Day | 2022/06/08 till 2023/06/07 | Verifiable CPD activity | 2 |
FPI22052765 | Media24 (Pty) Ltd | MoneyMarketing_May 2022 | 2022/05/01 till 2023/04/30 | Verifiable CPD activity | 1 |
FPI22052757 | Naviga Solutions (Pty) Ltd | Wealth Hub _ Buy and Sell Agreement | 2022/07/01 till 2023/06/30 | Verifiable CPD activity | 1 |
FPI22052753 | Investec Bank Limited | Money, Happiness, and the Future of Wealth Management | 2022/08/18 till 2023/08/17 | Verifiable CPD activity | 1 |
FPI22052746 | Investec Bank Limited | ESG3-Demystifying Sustainability | 2022/05/11 till 2023/05/10 | Verifiable CPD activity | 2 |
FPI22052740 | Citadel Investment Services (Pty) Ltd | SDI and ADV Ops Roadshow – May 2022 | 2022/05/17 till 2023/05/16 | Verifiable CPD activity | 0.5 |
FPI22052738 | Citadel Investment Services (Pty) Ltd | CAM Investment Presentation - May 2022 | 2022/05/04 till 2023/05/03 | Verifiable CPD activity | 1.5 |
FPI22052737 | Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo | Discretionary Investment Management - The Value Add | 2022/05/12 till 2023/05/11 | Verifiable CPD activity | 1 |
FPI22052736 | AC Develop (Pty) Ltd | SHA Cyber Broker Webinar | 2022/05/01 till 2023/04/30 | Verifiable CPD activity | 2 |
FPI22052734 | The Compliance Toolbox (Pty) Ltd | FICA Awareness Training | 2022/05/09 till 2023/05/08 | Verifiable CPD activity | 6 |
FPI22052730 | STANLIB Wealth Management (Pty) Ltd | Different Lenses: Viewing a portfolio as a stock | 2022/05/11 till 2023/05/10 | Verifiable CPD activity | 0.5 |
FPI22052729 | ICS Academy (Pty) Ltd | ANTI-MONEY LAUNDERING – A REGULATORY FRAMEWORK | 2022/05/15 till 2023/05/14 | Verifiable CPD activity | 3 |
FPI22052728 | ICS Academy (Pty) Ltd | ICSA – PROTECTION OF PERSONAL INFORMATION ACT – A REGULATORY FRAMEWORK | 2022/05/15 till 2023/05/14 | Verifiable CPD activity | 1.5 |
FPI22052727 | Counterpoint Boutique (Pty) Ltd | Is South Africa in a fiscal death spiral? | 2022/05/04 till 2023/05/03 | Verifiable CPD activity | 1 |
FPI22052726 | REZCO Asset Management (Pty) Ltd | REZCO WEBINAR MAY 2022 | 2022/05/01 till 2023/04/30 | Verifiable CPD activity | 1 |
FPI22052724 | Efficient Private Clients (Pty) Ltd | Market Call - April 2022 | 2022/04/22 till 2023/04/21 | Verifiable CPD activity | 2.5 |
FPI22052723 | STANLIB Wealth Management (Pty) Ltd | The power of storytelling in the Advisers business | 2022/05/01 till 2023/04/30 | Verifiable CPD activity | 1 |
FPI22052722 | Prescient Investment Management (Pty) Ltd | Prescient Core Equity Update Q1 2022 | 2022/05/01 till 2023/04/30 | Verifiable CPD activity | 0.5 |
FPI22052721 | ICTS Legal Services (Pty) Ltd | NMG Legal Forum 16th March 2022 | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 2 |
FPI22052719 | PortfolioMetrix Asset Management SA (Pty) Ltd | Dynamic Income Fund Quarterly Update | 2022/04/12 till 2023/04/11 | Verifiable CPD activity | 0.5 |
FPI22052718 | PortfolioMetrix Asset Management SA (Pty) Ltd | PortfolioMetrix Investment Committee Quarterly Market Update | 2022/05/05 till 2023/05/24 | Verifiable CPD activity | 0.5 |
FPI22052712 | Wealth Associates South Africa | 91st Senate Conference 2022 | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 1.5 |
FPI22052701 | FundNews Africa CC | 2nd Quarter 2022 Magazine "Different Dimensions" | 2022/05/03 till 2023/05/02 | Verifiable CPD activity | 2 |
FPI22042700 | The Institute of Health Risk Managers (Pty) Ltd | Managed Care – The Rights & Responsibilities of members and the scheme | 2022/05/01 till 2023/04/30 | Verifiable CPD activity | 2.5 |
FPI22042697 | Momentum, a divison of MMI Holdings | Macroeconomic outlook - Q1 2022 | 2022/05/01 till 2023/04/30 | Verifiable CPD activity | 1 |
FPI22042696 | Momentum, a divison of MMI Holdings | Momentum Consult – 1st Quarter 2022 Feedback Session | 2022/05/01 till 2023/04/30 | Verifiable CPD activity | 1 |
FPI22042694 | ICS Academy (Pty) Ltd | TCF - AN OUTCOMES-BASED FINANCIAL CUSTOMER PROTECTION INITIATIVE | 2022/05/06 till 2023/05/05 | Verifiable CPD activity | 1.5 |
FPI22042692 | LIBERTY GROUP LIMITED | DFM Quarterly Review Webinar 18 May 2022 | 2022/05/19 till 2023/05/18 | Verifiable CPD activity | 1 |
FPI22042691 | LIBERTY GROUP LIMITED | Platinum Regional Broker Engagement Workshop | 2022/05/01 till 2023/04/30 | Verifiable CPD activity | 2.5 |
FPI22042685 | ICTS Legal Services (Pty) Ltd | PFP - Pension Fund Partners Legal Forum 29th April 2022 | 2022/04/29 till 2023/04/28 | Verifiable CPD activity | 2 |
FPI22042683 | ICTS Legal Services (Pty) Ltd | Bidvest Legal Forum - 08th April 2022 | 2022/04/08 till 2023/04/07 | Verifiable CPD activity | 3 |
FPI22042680 | Anchor Group Limited | Where the money will be made 2Q22 Webinar | 2022/04/25 till 2023/04/24 | Verifiable CPD activity | 1.5 |
FPI22042678 | Simeka Consultants and Actuaries (Pty) Ltd | Consultants Forum 25 April 2022 | 2022/04/25 till 2023/04/24 | Verifiable CPD activity | 1 |
FPI22042677 | The Institute of Health Risk Managers (Pty) Ltd | Medical scheme complaint resolution process 2022 | 2022/04/20 till 2023/04/19 | Verifiable CPD activity | 2.5 |
FPI22042676 | The Institute of Health Risk Managers (Pty) Ltd | The what, why and how of the proposed National Health Insurance Bill | 2022/04/28 till 2023/04/27 | Verifiable CPD activity | 3 |
FPI22042675 | PPS Investments (Pty) Ltd | Global inflation is trending upward | 2022/04/20 till 2023/04/19 | Verifiable CPD activity | 0.5 |
FPI22042673 | The Institute of Health Risk Managers (Pty) Ltd | History of the SA Health System and Medical Schemes 2022 | 2022/04/28 till 2023/04/27 | Verifiable CPD activity | 2 |
FPI22042672 | The Institute of Health Risk Managers (Pty) Ltd | Health Market Inquiry Webinar – An overview of the Final Findings and Recommendations Report 2021 | 2022/04/21 till 2023/04/20 | Verifiable CPD activity | 2.5 |
FPI22042671 | The Institute of Health Risk Managers (Pty) Ltd | Understanding the application & interpretation of PMBs 2022 | 2022/04/28 till 2023/04/27 | Verifiable CPD activity | 2 |
FPI22042668 | Institute of Retirement Funds Africa NPC | IRFA Investment Practices Update 30 March 2022 - Regulation 28 | 2022/03/30 till 2023/03/29 | Verifiable CPD activity | 1.5 |
FPI22042666 | 2IP (Pty) Ltd | The Global Macro Economic Backdrop and its Relevance to the Investment Environment Q1 2022 | 2022/02/14 till 2023/02/13 | Verifiable CPD activity | 1.5 |
FPI22042664 | ICS Academy (Pty) Ltd | Market in Financial Instruments Directive II | 2022/05/01 till 2023/04/30 | Verifiable CPD activity | 1.5 |
FPI22042660 | Stonehage Fleming Investment Management (South Africa) (Pty) Ltd | Now and for future generations – Spotlight on Sustainable Investing | 2022/05/01 till 2023/04/30 | Verifiable CPD activity | 0.5 |
FPI22042658 | Discovery Central Services (Pty) Ltd | Money matters: Helping clients navigate increasing expenses | 2022/09/01 till 2023/08/31 | Verifiable CPD activity | 0.5 |
FPI22042656 | Discovery Central Services (Pty) Ltd | National Credit Act (NCA) | 2022/04/01 till 2023/03/31 | Verifiable CPD activity | 2 |
FPI22042655 | Discovery Central Services (Pty) Ltd | ASISA standard on retirement savings cost disclosure | 2022/04/02 till 2023/04/01 | Verifiable CPD activity | 1.5 |
FPI22042653 | Discovery Central Services (Pty) Ltd | Converting retirement challenges into opportunities | 2022/07/01 till 2023/06/30 | Verifiable CPD activity | 0.5 |
FPI22042652 | Discovery Central Services (Pty) Ltd | Extending the normal retirement age in occupational defined contribution funds in South Africa | 2022/04/01 till 2023/03/31 | Verifiable CPD activity | 2 |
FPI22042651 | Discovery Central Services (Pty) Ltd | Introduction to wellness in life insurance | 2022/02/01 till 2023/01/31 | Verifiable CPD activity | 1.5 |
FPI22042650 | Discovery Central Services (Pty) Ltd | Saving for retirement: Retirement annuity (RA) versus pension or provident fund | 2022/04/01 till 2023/03/31 | Verifiable CPD activity | 1 |
FPI22042649 | Discovery Central Services (Pty) Ltd | Offshore Pension Tax | 2022/04/02 till 2023/04/01 | Verifiable CPD activity | 0.5 |
FPI22042648 | Discovery Central Services (Pty) Ltd | Income protection products vs Lump sum disability products | 2022/05/01 till 2023/04/30 | Verifiable CPD activity | 1 |
FPI22042647 | Discovery Central Services (Pty) Ltd | Market Analysis | 2022/04/01 till 2023/03/31 | Verifiable CPD activity | 1.5 |
FPI22042646 | Discovery Central Services (Pty) Ltd | Optional extras and value-added services | 2022/05/01 till 2023/04/30 | Verifiable CPD activity | 1 |
FPI22042645 | Discovery Central Services (Pty) Ltd | Introduction to Ethics | 2022/04/01 till 2023/03/31 | Verifiable CPD activity | 0.5 |
FPI22042636 | Old Mutual Wealth | RENEWAL _ Retrenchment Workshop | 2022/08/01 till 2023/07/31 | Verifiable CPD activity | 1.5 |
FPI22042634 | Old Mutual Wealth | NEW _ Wealth Integrator Workshop | 2022/09/01 till 2023/08/31 | Verifiable CPD activity | 7.5 |
FPI22042633 | Old Mutual Wealth | RENEWAL _ Integrated Financial Coaching Course (IFCC) | 2022/08/01 till 2023/07/31 | Verifiable CPD activity | 19.5 |
FPI22042632 | Old Mutual Wealth | RENEWAL _ Treating Clients Fairly Course and Assessment | 2022/08/01 till 2023/07/31 | Verifiable CPD activity | 2 |
FPI22042630 | Old Mutual Wealth | RENEWAL _ Estate Planning Workshop | 2022/07/01 till 2023/06/30 | Verifiable CPD activity | 3 |
FPI22042629 | Old Mutual Wealth | RENEWAL _ RDR Gap Analysis Tool | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 1 |
FPI22042627 | Old Mutual Wealth | RENEWAL _ Succession Plan Gap Analysis Tool | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 1 |
FPI22042626 | Old Mutual Wealth | RENEWAL _ Business Assessment Tool | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 3 |
FPI22042624 | Old Mutual Wealth | RENEWAL _ POPI Gap Analysis Tool | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 1 |
FPI22042623 | Old Mutual Wealth | RENEWAL _ Treating Clients Fairly Gap Analysis Tool | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 1 |
FPI22042622 | Old Mutual Wealth | RENEWAL _ Ongoing Engagement | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 6 |
FPI22042621 | Old Mutual Wealth | RENEWAL _ Emergency Succession Planning Workshop | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 2 |
FPI22042620 | Old Mutual Wealth | RENEWAL _ Module 8: Creating The Culture You Want | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 3 |
FPI22042617 | Old Mutual Wealth | RENEWAL _ Module 7: Walking Away | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 3 |
FPI22042612 | Old Mutual Wealth | RENEWAL _ Module 6: The Right People | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 3 |
FPI22042611 | Old Mutual Wealth | RENEWAL _ Module 5: It's all about planning | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 3 |
FPI22042608 | Old Mutual Wealth | RENEWAL _ Module 4: Fees for Services | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 3 |
FPI22042607 | Old Mutual Wealth | RENEWAL _ Module 3: Segments and Services | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 4 |
FPI22042606 | Old Mutual Wealth | RENEWAL _ Module 2 - Go To Market | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 4 |
FPI22042605 | Old Mutual Wealth | RENEWAL _ Module 1: Getting ready for take off | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 4 |
FPI22042603 | Old Mutual Life Assurance Company (“OMLACSA”) | SuperFund Summit 2022 | 2022/04/01 till 2023/03/31 | Verifiable CPD activity | 1.5 |
FPI22042601 | PSG Wealth Financial Planning (Pty) Ltd Bellville | PSG Conference 2022 | 2022/05/01 till 2023/04/30 | Verifiable CPD activity | 6.5 |
FPI22042598 | PSG Wealth Financial Planning (Pty) Ltd Bellville | PSG Wealth Quarterly Investment Outlook - 26 April 2022 | 2022/04/01 till 2023/03/31 | Verifiable CPD activity | 0.5 |
FPI22042597 | PSG Wealth Financial Planning (Pty) Ltd Bellville | House View Equities Webinar | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 1.5 |
FPI22042580 | Morningstar Investment Management South Africa (Pty) Ltd | Morningstar Client Portfolio Review | 2022/07/28 till 2023/07/27 | Verifiable CPD activity | 0.5 |
FPI22042578 | Morningstar Investment Management South Africa (Pty) Ltd | Morningstar Market Update June | 2022/06/10 till 2023/06/09 | Verifiable CPD activity | 0.5 |
FPI22042576 | Morningstar Investment Management South Africa (Pty) Ltd | Global Markets - What's going on and where to from here | 2022/06/03 till 2023/06/02 | Verifiable CPD activity | 0.5 |
FPI22042564 | Morningstar Investment Management South Africa (Pty) Ltd | Morningstar Monthly Market Update April | 2022/04/08 till 2023/04/07 | Verifiable CPD activity | 0.5 |
FPI22042562 | eSTUDY (Pty) Ltd | POPIA: Human Resources (RENEWAL) | 2022/04/20 till 2023/04/19 | Verifiable CPD activity | 2 |
FPI22042561 | eSTUDY (Pty) Ltd | POPIA: Finance and Procurement (RENEWAL) | 2022/04/20 till 2023/04/19 | Verifiable CPD activity | 2 |
FPI22042560 | eSTUDY (Pty) Ltd | Right to Repair | 2022/04/20 till 2023/04/19 | Verifiable CPD activity | 2 |
FPI22042559 | eSTUDY (Pty) Ltd | POPIA: Information Technology (RENEWAL) | 2022/04/20 till 2023/04/19 | Verifiable CPD activity | 2 |
FPI22042558 | AC Develop (Pty) Ltd | Coface Broker Portal Training | 2022/05/01 till 2023/04/30 | Verifiable CPD activity | 1.5 |
FPI22042546 | Council for Medical Schemes | Broker Training | 2022/05/09 till 2023/05/08 | Verifiable CPD activity | 6.5 |
FPI22042540 | Prescient Investment Management (Pty) Ltd | Prescient China Update Q1 2022 - 12 April 2022 | 2022/04/01 till 2023/03/31 | Verifiable CPD activity | 0.5 |
FPI22042538 | Prescient Investment Management (Pty) Ltd | Prescient Multi-Asset Update Q1 2022 | 2022/04/21 till 2023/04/20 | Verifiable CPD activity | 0.5 |
FPI22042534 | Investec Bank Limited | ICIB Complaints Handling - 2022 | 2022/05/01 till 2023/04/30 | Verifiable CPD activity | 0.5 |
FPI22042531 | Glacier Financial Holdings (Pty) Ltd | National Tax Webinar | 2022/08/26 till 2023/08/25 | Verifiable CPD activity | 3.5 |
FPI22042526 | Glacier Financial Holdings (Pty) Ltd | The fundamentals of practice management for representatives | 2022/07/01 till 2023/06/30 | Verifiable CPD activity | 1.5 |
FPI22042525 | Glacier Financial Holdings (Pty) Ltd | Looking into the future webinar | 2022/06/10 till 2023/06/09 | Verifiable CPD activity | 2.5 |
FPI22042522 | Counterpoint Boutique (Pty) Ltd | Quality Investing. How it works, and why. | 2022/04/06 till 2023/04/05 | Verifiable CPD activity | 0.5 |
FPI22042521 | 2IP (Pty) Ltd | The Global Macro Economic Backdrop and its Relevance to the Investment Environment Q2 2022 | 2022/05/16 till 2023/05/15 | Verifiable CPD activity | 1.5 |
FPI22042517 | STANLIB Wealth Management (Pty) Ltd | The Geopolitics of Investing | 2022/04/22 till 2023/04/21 | Verifiable CPD activity | 0.5 |
FPI22042516 | STANLIB Wealth Management (Pty) Ltd | A Global economic update amid geopolitical uncertainty | 2022/04/12 till 2023/04/11 | Verifiable CPD activity | 1 |
FPI22042514 | Matrix Fund Managers (Pty) Ltd | The Matrix Grid: Budget 2022 | 2022/03/02 till 2023/03/01 | Verifiable CPD activity | 0.5 |
FPI22042512 | Media24 (Pty) Ltd | MoneyMarketing_April 2022 | 2022/04/30 till 2023/04/29 | Verifiable CPD activity | 1 |
FPI22042511 | Media24 (Pty) Ltd | MoneyMarketing_March 2022 | 2022/03/31 till 2023/03/30 | Verifiable CPD activity | 1 |
FPI22042510 | ICTS Legal Services (Pty) Ltd | Cadiant Partners Legal Forum 04th April 2022 | 2022/04/04 till 2023/04/03 | Verifiable CPD activity | 5 |
FPI22042508 | ICTS Legal Services (Pty) Ltd | Ensimini Financial Services Legal Forum 22nd April 2022 | 2022/04/22 till 2023/04/21 | Verifiable CPD activity | 2 |
FPI22042507 | Moonstone Business School of Excellence (Pty) Ltd | Incident Response Management | 2022/05/18 till 2023/05/17 | Verifiable CPD activity | 1.5 |
FPI22042506 | Personal Trust (Pty) Ltd | Marius Botha Estate and Trust Planning Session 4 | 2022/05/12 till 2023/05/11 | Verifiable CPD activity | 3 |
FPI22042505 | Personal Trust (Pty) Ltd | Marius Botha Estate and Trust Planning Session 3 | 2022/05/05 till 2023/05/24 | Verifiable CPD activity | 3 |
FPI22042504 | Personal Trust (Pty) Ltd | Marius Botha Estate and Trust Planning Session 1 | 2022/04/21 till 2023/04/20 | Verifiable CPD activity | 3 |
FPI22042503 | Personal Trust (Pty) Ltd | Marius Botha Estate and Trust Planning Session 2 | 2022/04/28 till 2023/04/27 | Verifiable CPD activity | 3 |
FPI22042501 | Momentum, a divison of MMI Holdings | Protection of Access to Information Act in Momentum Insure | 2022/04/01 till 2023/03/31 | Verifiable CPD activity | 1 |
FPI22042499 | Foord Asset Management (Pty) Ltd | Mind of the Manager February 2022 | 2022/02/15 till 2023/02/14 | Verifiable CPD activity | 0.5 |
FPI22042497 | The Institute of Health Risk Managers (Pty) Ltd | Update on NHI 2022 | 2022/03/29 till 2023/03/28 | Verifiable CPD activity | 3 |
FPI22042496 | AC Develop (Pty) Ltd | Public and Product Liability | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 1.5 |
FPI22042495 | AC Develop (Pty) Ltd | Accident & Health - Protecting your employees | 2022/04/01 till 2023/03/31 | Verifiable CPD activity | 1 |
FPI22042494 | AC Develop (Pty) Ltd | General Liability Workshop | 2022/04/01 till 2023/03/31 | Verifiable CPD activity | 0.5 |
FPI22042493 | AC Develop (Pty) Ltd | RGM COE Forum Feb 2022 | 2022/02/01 till 2023/01/31 | Verifiable CPD activity | 13 |
FPI22042492 | Chartered Financial Analyst Society of South Africa NPC | eNaira – Nigeria’s Central Bank Digital Currency | 2022/05/03 till 2023/05/02 | Verifiable CPD activity | 1.5 |
FPI22042491 | Insurance Publications CC | Cryptocurrencies – the future is here | 2022/05/24 till 2023/05/23 | Verifiable CPD activity | 1.5 |
FPI22042490 | Insurance Publications CC | FAnews Magazine April 2022 Edition | 2022/04/06 till 2023/04/05 | Verifiable CPD activity | 3 |
FPI22042489 | STANLIB Wealth Management (Pty) Ltd | From Sales to Advice to Planning | 2022/04/01 till 2023/03/31 | Verifiable CPD activity | 0.5 |
FPI22042488 | The Institute of Health Risk Managers (Pty) Ltd | Prescribed Minimum Benefit Update 2022 - Review of CMS Appeals | 2022/04/01 till 2023/03/31 | Verifiable CPD activity | 2 |
FPI22032486 | Affinity Business School (Pty) Ltd | Overview of the Protection of Personal Information Act | 2022/04/11 till 2023/04/10 | Verifiable CPD activity | 4.5 |
FPI22032485 | Masthead (Pty) Ltd | Profile's Unit Trusts & Collective Investments Part 6 | 2022/04/26 til 2023/04/25 | Verifiable CPD activity | 2.5 |
FPI22032483 | Prescient Investment Management (Pty) Ltd | Prescient Interest-Bearing Update Q1 2022 | 2022/04/01 till 2023/03/31 | Verifiable CPD activity | 0.5 |
FPI22032482 | Masthead (Pty) Ltd | FICA and AML Online Course for High-Value Goods Dealers | 2022/04/26 til 2023/04/25 | Verifiable CPD activity | 4.5 |
FPI22032481 | Masthead (Pty) Ltd | Exceptional Assistant -Improve Efficiencies to Increase Profits over 2 sessions | 2022/05/11 till 2023/05/10 | Verifiable CPD activity | 5.5 |
FPI22032480 | Masthead (Pty) Ltd | Risk & Estate Planning Online Course | 2022/05/01 till 2023/04/30 | Verifiable CPD activity | 1 |
FPI22032479 | Masthead (Pty) Ltd | Everything You Need to Know and Do to Become POPI Compliant 2022 | 2022/05/16 till 2023/05/15 | Verifiable CPD activity | 3 |
FPI22032477 | Masthead (Pty) Ltd | Exceptional Assistant II – How to Become an Essential Part of your FSP | 2022/02/02 till 2023/02/01 | Verifiable CPD activity | 5 |
FPI22032476 | Masthead (Pty) Ltd | POPI – Your Risks and Responsibilities as an Information Officer | 2022/05/18 till 2023/05/17 | Verifiable CPD activity | 1 |
FPI22032475 | Masthead (Pty) Ltd | Premiums and Problems Article Edition | 2022/04/20 till 2023/04/19 | Verifiable CPD activity | 2 |
FPI22032473 | Mazars Academy (Pty) Ltd | Taxation of insurance payouts | 2022/04/07 till 2023/04/06 | Verifiable CPD activity | 4 |
FPI22032472 | STANLIB Wealth Management (Pty) Ltd | The Two pot system - Early access to retirement savings | 2022/04/01 till 2023/03/31 | Verifiable CPD activity | 0.5 |
FPI22032470 | Simeka Consultants and Actuaries (Pty) Ltd | Morgan Stanley SIMM Global Solution Meeting | 2022/02/28 till 2023/02/27 | Verifiable CPD activity | Declined |
FPI22032462 | AC Develop (Pty) Ltd | Principles of Management | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 2.5 |
FPI22032461 | AC Develop (Pty) Ltd | Protection of Personal Information | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 2.5 |
FPI22032460 | AC Develop (Pty) Ltd | Inco Terms | 2022/04/01 till 2023/03/31 | Verifiable CPD activity | 1 |
FPI22032458 | AC Develop (Pty) Ltd | Governance, Ethics and Conflict of Interest | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 2 |
FPI22032457 | AC Develop (Pty) Ltd | Anti Money Laundering | 2022/02/01 till 2023/01/31 | Verifiable CPD activity | 1 |
FPI22032456 | AC Develop (Pty) Ltd | Liability Claims Workshop | 2022/04/01 till 2023/03/31 | Verifiable CPD activity | 0.5 |
FPI22032455 | AC Develop (Pty) Ltd | Cyber Crimes and Security | 2022/04/01 till 2023/03/31 | Verifiable CPD activity | 1 |
FPI22032453 | AC Develop (Pty) Ltd | Cyber Crimes Claims Close up | 2022/03/15 till 2023/03/14 | Verifiable CPD activity | 1.5 |
FPI22032452 | AC Develop (Pty) Ltd | HIC Pre-Loss and SANS Codes | 2022/03/15 till 2023/03/14 | Verifiable CPD activity | 1 |
FPI22032449 | AC Develop (Pty) Ltd | FIA Insight Q1 2022 | 2022/04/01 till 2023/03/31 | Verifiable CPD activity | 1.5 |
FPI22032447 | AC Develop (Pty) Ltd | Engineering Contract Works Webinar | 2022/03/15 till 2023/03/14 | Verifiable CPD activity | 1 |
FPI22032446 | Chartered Financial Analyst Society of South Africa NPC | Ethical and professional standards - Overview of GIPS | 2022/07/04 till 2023/07/03 | Verifiable CPD activity | 2 |
FPI22032444 | Discovery Central Services (Pty) Ltd | Life Annual Compliance Refresher 2022 | 2022/06/09 till 2023/06/08 | Verifiable CPD activity | 0.5 |
FPI22032443 | Discovery Central Services (Pty) Ltd | Protecting Clients Through Keeping a Clean Desk | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 2 |
FPI22032440 | Discovery Central Services (Pty) Ltd | Introduction to Reinsurance | 2022/02/01 till 2023/01/31 | Verifiable CPD activity | 2 |
FPI22032439 | Discovery Central Services (Pty) Ltd | Distribution Training – Financial Crime | 2022/08/01 till 2023/07/31 | Verifiable CPD activity | 1 |
FPI22032438 | Discovery Central Services (Pty) Ltd | Policyholder Protection Rules to ensure fair treatment of customers | 2022/01/01 till 2022/12/31 | Verifiable CPD activity | 2.5 |
FPI22032436 | Discovery Central Services (Pty) Ltd | Embedding a Culture of Compliance | 2022/05/02 till 2023/05/01 | Verifiable CPD activity | 1.5 |
FPI22032434 | Discovery Central Services (Pty) Ltd | Employee Benefits Annual Compliance Refresher 2022 | 2022/07/01 till 2023/06/30 | Verifiable CPD activity | 0.5 |
FPI22032433 | Discovery Central Services (Pty) Ltd | Share Dealing 2022 | 2022/04/07 till 2023/04/06 | Verifiable CPD activity | 0.5 |
FPI22032432 | Discovery Central Services (Pty) Ltd | FSP Forum March 2022 | 2022/03/24 till 2023/03/23 | Verifiable CPD activity | 4 |
FPI22032430 | Discovery Central Services (Pty) Ltd | Insure Annual Compliance Refresher 2022 | 2022/06/08 till 2023/06/07 | Verifiable CPD activity | 0.5 |
FPI22032429 | Intuition Publishing Ltd | ESG for Bankers | 2022/03/31 till 2023/03/30 | Verifiable CPD activity | 6 |
FPI22032425 | ICTS Legal Services (Pty) Ltd | PFP - Pension Fund Partners Legal Forum MARCH 2022 | 2022/03/04 till 2023/03/02 | Verifiable CPD activity | 2 |
FPI22032408 | Naviga Solutions (Pty) Ltd | Wealth Hub: Impact of Death & Divorce on Retirement Funds | 2022/05/27 till 2023/05/26 | Verifiable CPD activity | 1 |
FPI22032402 | Sanlam Life Insurance Limited | Business Financial Planning | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 14.5 |
FPI22032400 | Sanlam Life Insurance Limited | Amended General Code of Conduct for FSPs | 2022/05/01 till 2023/04/30 | Verifiable CPD activity | 6 |
FPI22032399 | Sanlam Life Insurance Limited | Class of Business Health Service Benefits | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 6.5 |
FPI22032397 | Sanlam Life Insurance Limited | Introduction to Relational Business Practices | 2022/05/01 till 2023/04/30 | Verifiable CPD activity | 13.5 |
FPI22032395 | Sanlam Life Insurance Limited | Private Client Investment Committee | 2022/05/01 till 2023/04/30 | Verifiable CPD activity | 1 |
FPI22032392 | Sanlam Life Insurance Limited | The Essentials of Climate Investing | 2022/06/02 till 2023/06/21 | Verifiable CPD activity | 2 |
FPI22032391 | Sanlam Life Insurance Limited | Focus on Business Assurance Session 3 | 2022/06/29 till 2023/06/28 | Verifiable CPD activity | 1.5 |
FPI22032390 | Sanlam Life Insurance Limited | Focus on Business Assurance Session 5 | 2022/06/29 till 2023/06/28 | Verifiable CPD activity | 1.5 |
FPI22032389 | Sanlam Life Insurance Limited | Advanced key accounts accreditation workshop | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 5 |
FPI22032388 | Sanlam Life Insurance Limited | Focus on Business Assurance Session 6 | 2022/06/29 till 2023/06/28 | Verifiable CPD activity | 1.5 |
FPI22032387 | Sanlam Life Insurance Limited | The Essentials of Sustainable Development Goals | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 1.5 |
FPI22032386 | Sanlam Life Insurance Limited | Focus on Business Assurance Session 7 | 2022/06/29 till 2023/06/28 | Verifiable CPD activity | 1.5 |
FPI22032385 | Sanlam Life Insurance Limited | Accrual and Policies | 2022/06/23 till 2023/06/22 | Verifiable CPD activity | 2 |
FPI22032384 | Sanlam Life Insurance Limited | SFP Colloquium: June 2022 “Selling in a relational world” | 2022/06/07 till 2023/06/06 | Verifiable CPD activity | 1 |
FPI22032383 | Sanlam Life Insurance Limited | CPD Masterclass I 2022/2023 | 2022/08/23 till 2023/08/22 | Verifiable CPD activity | 4 |
FPI22032381 | Sanlam Life Insurance Limited | Central Brokers Post Product Roadshow | 2022/03/09 till 2023/03/08 | Verifiable CPD activity | 0.5 |
FPI22032379 | Sanlam Life Insurance Limited | Q1 2022 Quarterly Investment Committee Meetings (for Graviton & Glacier Invest clients) | 2022/04/26 til 2023/04/25 | Verifiable CPD activity | 0.5 |
FPI22032378 | Sanlam Life Insurance Limited | Advanced business assurance | 2022/07/01 till 2023/06/30 | Verifiable CPD activity | 2 |
FPI22032377 | Sanlam Life Insurance Limited | Amplify Power Hour | 2022/05/06 till 2023/05/05 | Verifiable CPD activity | 0.5 |
FPI22032376 | Sanlam Life Insurance Limited | Business Assurance identifying opportunities out of financial statements | 2022/07/01 till 2023/06/30 | Verifiable CPD activity | 2 |
FPI22032375 | Sanlam Life Insurance Limited | Business Assurance overview | 2022/07/01 till 2023/06/30 | Verifiable CPD activity | 1.5 |
FPI22032374 | Sanlam Life Insurance Limited | CPD Masterclass IV 2021/2022 | 2022/05/01 till 2023/04/30 | Verifiable CPD activity | 4 |
FPI22032372 | Sanlam Life Insurance Limited | SFP Colloquium: August 2022 “Understanding GEPF” | 2022/08/02 till 2023/08/01 | Verifiable CPD activity | 1 |
FPI22032371 | Sanlam Life Insurance Limited | Estate Planning Masterclass (EPM Nr. 1) | 2022/08/10 till 2023/08/09 | Verifiable CPD activity | 2.5 |
FPI22032370 | Sanlam Life Insurance Limited | Focus on Business Assurance | 2022/06/29 till 2023/06/28 | Verifiable CPD activity | 1.5 |
FPI22032369 | Sanlam Life Insurance Limited | SanlamConnect Engage DigiMag Issue 28 April 2022 | 2022/04/30 till 2023/04/29 | Verifiable CPD activity | 0.5 |
FPI22032368 | Sanlam Life Insurance Limited | SC Legal Reports Assessment March 2022 – June 2022 | 2022/07/01 till 2023/06/30 | Verifiable CPD activity | 2.5 |
FPI22032364 | Sanlam Life Insurance Limited | Sanlam Supervision System Training | 2022/03/08 till 2023/03/07 | Verifiable CPD activity | 7 |
FPI22032360 | Sanlam Life Insurance Limited | Tax Amendments | 2022/04/01 till 2023/03/31 | Verifiable CPD activity | 4 |
FPI22032359 | Sanlam Life Insurance Limited | Budget 2022 and the implication of conflict in Ukraine on food inflation | 2022/02/28 till 2023/02/27 | Verifiable CPD activity | 1.5 |
FPI22032357 | Sanlam Life Insurance Limited | SC Legal Reports Assessment November 2021 – February 2022 | 2022/03/23 till 2023/03/22 | Verifiable CPD activity | 1.5 |
FPI22032355 | Sanlam Life Insurance Limited | Succession Virtual Conference 2022 | 2022/03/09 till 2023/03/08 | Verifiable CPD activity | 5 |
FPI22032348 | Chartered Financial Analyst Society of South Africa NPC | Noise – Avoiding misunderstanding | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 1 |
FPI22032347 | Chartered Financial Analyst Society of South Africa NPC | Masterclass focusing on the Financial Sector Update | 2022/04/13 till 2023/04/12 | Verifiable CPD activity | 1.5 |
FPI22032344 | Law@work Faculty of Law UCT | Estate planning and wills | 2022/06/06 till 2023/06/05 | Verifiable CPD activity | 8 |
FPI22032339 | Law@work Faculty of Law UCT | Overview of Twin Peaks regulation and the Conduct of Financial Institutions Bill | 2022/05/27 till 2023/05/26 | Verifiable CPD activity | 2 |
FPI22032337 | Law@work Faculty of Law UCT | CISCA and hedge fund regulations | 2022/04/04 till 2023/04/03 | Verifiable CPD activity | 6 |
FPI22032336 | Law@work Faculty of Law UCT | Trusts: An introduction to the legal and practical aspects | 2022/07/04 till 2023/07/03 | Verifiable CPD activity | 8 |
FPI22032335 | Law@work Faculty of Law UCT | Pension fund case law update | 2022/02/28 till 2023/02/27 | Verifiable CPD activity | 6 |
FPI22032334 | Compliance Online (Pty) Ltd | Competition Law | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 2 |
FPI22032333 | Compliance Online (Pty) Ltd | Protection of Personal Information Act (POPIA) | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 3 |
FPI22032322 | Old Mutual Investment Group (Pty) Ltd | Long-term Perspectives 2022 | 2022/04/01 till 2023/03/31 | Verifiable CPD activity | 0.5 |
FPI22032316 | Momentum, a divison of MMI Holdings | A Moment of Insights and Updates 21 April 2022 | 2022/04/21 till 2023/04/20 | Verifiable CPD activity | 2.5 |
FPI22032315 | Momentum, a divison of MMI Holdings | IFA Hotwire Newsletter - May 2022 (Edition 16) | 2022/05/11 till 2023/05/10 | Verifiable CPD activity | 1 |
FPI22032314 | Momentum, a divison of MMI Holdings | Planning at Retirement Workshop 3 2022 | 2022/05/01 till 2023/04/30 | Verifiable CPD activity | 1.5 |
FPI22032313 | Momentum, a divison of MMI Holdings | Planning at Retirement Workshop 2 2022 | 2022/05/02 till 2023/05/01 | Verifiable CPD activity | 2 |
FPI22032312 | Momentum, a divison of MMI Holdings | Momentum InTouch Newsletter - April 2022 | 2022/04/22 till 2023/04/21 | Verifiable CPD activity | 2 |
FPI22032311 | Momentum, a divison of MMI Holdings | Momentum InTouch Newsletter - March 2022 | 2022/03/28 till 2023/03/27 | Verifiable CPD activity | 1.5 |
FPI22032310 | Momentum, a divison of MMI Holdings | Planning at Retirement Workshop 1 2022 | 2022/05/01 till 2023/04/30 | Verifiable CPD activity | 2 |
FPI22032309 | Momentum, a divison of MMI Holdings | Retrenchment – A financial planning event | 2022/05/01 till 2023/04/30 | Verifiable CPD activity | 2 |
FPI22032308 | Momentum, a divison of MMI Holdings | 10-steps client engagement and financial planning and advice process | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 27 |
FPI22032305 | Momentum, a divison of MMI Holdings | Financial Intelligence Centre Act (FICA) Module 10 | 2022/05/16 till 2023/05/15 | Verifiable CPD activity | 2 |
FPI22032304 | Momentum, a divison of MMI Holdings | Financial Intelligence Centre Act (FICA) Module 9 | 2022/04/11 till 2023/04/10 | Verifiable CPD activity | 1 |
FPI22032295 | Momentum, a divison of MMI Holdings | Momentum InTouch Newsletter - July 2022 | 2022/08/02 till 2023/08/01 | Verifiable CPD activity | 2 |
FPI22032293 | Momentum, a divison of MMI Holdings | IFA Hotwire Newsletter - July 2022 (Edition 17) | 2022/07/07 till 2023/07/16 | Verifiable CPD activity | 3.5 |
FPI22032289 | Momentum, a divison of MMI Holdings | Momentum InTouch Newsletter - June 2022 | 2022/06/28 till 2023/06/27 | Verifiable CPD activity | 0.5 |
FPI22032288 | Momentum, a divison of MMI Holdings | Momentum InTouch Newsletter - May 2022 | 2022/05/26 till 2023/05/25 | Verifiable CPD activity | 1 |
FPI22032283 | Allan Gray (Pty) Ltd | Allan Gray Update | 2022/03/18 till 2023/03/17 | Verifiable CPD activity | 0.5 |
FPI22032278 | ICTS Legal Services (Pty) Ltd | Mentova Legal Forum 2 Feb 22 | 2022/02/01 till 2023/01/31 | Verifiable CPD activity | 2 |
FPI22032277 | ICTS Legal Services (Pty) Ltd | Ensimini Financial Services Legal Forum 18 March 2022 | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 2 |
FPI22032275 | The Institute of Health Risk Managers (Pty) Ltd | The possibilities of co-operation between HCPs and medical schemes | 2022/03/29 till 2023/03/28 | Verifiable CPD activity | 2 |
FPI22032274 | SA Accounting Academy (Pty) Ltd | Business Analysis Short Course | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 5 |
FPI22032271 | Old Mutual Life Assurance Company (“OMLACSA”) | KIC-Start | Economic Update | 2022/03/28 till 2023/03/27 | Verifiable CPD activity | 1 |
FPI22032269 | Old Mutual Life Assurance Company (“OMLACSA”) | OMCC Academy case study workshop | 2022/03/18 till 2023/03/17 | Verifiable CPD activity | 1.5 |
FPI22032268 | Old Mutual Life Assurance Company (“OMLACSA”) | KIC-Start - Update on the Retirement Reform Papers | 2022/01/24 till 2023/01/23 | Verifiable CPD activity | 1.5 |
FPI22032263 | Chartered Financial Analyst Society of South Africa NPC | How behavioural scientists add value | 2022/05/25 till 2023/05/24 | Verifiable CPD activity | 1.5 |
FPI22032262 | Chartered Financial Analyst Society of South Africa NPC | Russia-Ukraine Conflict: Unpacking the Geopolitical, Macroeconomic and Investment Implications | 2022/04/01 till 2023/03/31 | Verifiable CPD activity | 1 |
FPI22032261 | Chartered Financial Analyst Society of South Africa NPC | Behavioural Finance - Reintroducing the playing field | 2022/05/11 till 2023/05/10 | Verifiable CPD activity | 1.5 |
FPI22032259 | Docfox Africa T/A FICA CO | Practical KYC and Due Diligence | 2022/04/25 till 2023/04/24 | Verifiable CPD activity | 2 |
FPI22032258 | Docfox Africa T/A FICA CO | What is suspicion | 2022/04/25 till 2023/04/24 | Verifiable CPD activity | 1.5 |
FPI22032257 | Fundhouse Adviser (Pty) Ltd | ASISA IFA Development Programme - Module 3 | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 9.5 |
FPI22032255 | Fundhouse Adviser (Pty) Ltd | ASISA IFA Development Programme - Module 2 | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 12 |
FPI22032254 | Fundhouse Adviser (Pty) Ltd | ASISA IFA Development Programme - Module 1 | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 11.5 |
FPI22032253 | Fundhouse Adviser (Pty) Ltd | ASISA IFA Development Programme - Module 5 | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 10.5 |
FPI22032252 | Fundhouse Adviser (Pty) Ltd | ASISA IFA Development Programme - Module 4 | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 12 |
FPI22032246 | Simeka Consultants and Actuaries (Pty) Ltd | Consultants Forum 25 Feb 2022 | 2022/02/01 till 2023/01/31 | Verifiable CPD activity | 1.5 |
FPI22032245 | Citadel Investment Services (Pty) Ltd | OPES Accreditation Training – March 2022 | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 4.5 |
FPI22032244 | Masthead (Pty) Ltd | TCF Overview Online Course | 2022/03/25 till 2023/03/24 | Verifiable CPD activity | 1 |
FPI22032243 | Masthead (Pty) Ltd | Driving Success in Challenging Times Part 5 | 2022/03/31 till 2023/03/30 | Verifiable CPD activity | 0.5 |
FPI22032242 | Masthead (Pty) Ltd | Running a Sustainable Business Podcast | 2022/03/31 till 2023/03/30 | Verifiable CPD activity | 1 |
FPI22032241 | Masthead (Pty) Ltd | Driving Success in Challenging Times Part 4 | 2022/03/31 till 2023/03/30 | Verifiable CPD activity | 0.5 |
FPI22032240 | Masthead (Pty) Ltd | Cybersecurity Online Course | 2022/03/31 till 2023/03/30 | Verifiable CPD activity | 1 |
FPI22032239 | Mazars Academy (Pty) Ltd | Taxation Amendments | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 4 |
FPI22032237 | ABSA Group Limited | Franchise principles | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 1 |
FPI22032235 | ABSA Group Limited | Retirement Planning | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 1 |
FPI22032213 | ABSA Group Limited | Player Journey Being Data Led The adoption | 2022/05/01 till 2023/04/30 | Verifiable CPD activity | 2 |
FPI22032209 | ABSA Group Limited | Player Journey Being Data Led : The Mindset | 2022/03/25 till 2023/03/24 | Verifiable CPD activity | 2 |
FPI22032202 | Camissa Collective Investments (RF) Limited | It it time for Camissa | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 0.5 |
FPI22032201 | PSG Wealth Financial Planning (Pty) Ltd Bellville | PSG Market and Fund Update - March 2022 | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 0.5 |
FPI22032200 | PSG Wealth Financial Planning (Pty) Ltd Bellville | PSG Wealth work Session - 16 March 2022 | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 2.5 |
FPI22032199 | ABSA Group Limited | Inflation Webinar | 2022/04/01 till 2023/03/31 | Verifiable CPD activity | 0.5 |
FPI22032198 | PSG Wealth Financial Planning (Pty) Ltd Bellville | PSG Insure work Session - March 2022 | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 2.5 |
FPI22032196 | Old Mutual Personal Finance | Conscious Listening | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 1 |
FPI22032195 | Old Mutual Personal Finance | Using video effectively | 2022/05/01 till 2023/04/30 | Verifiable CPD activity | 1 |
FPI22032194 | Old Mutual Personal Finance | IFA Association Bi-Weekly Seminar (19 July 2022) | 2022/07/19 till 2023/07/18 | Verifiable CPD activity | 0.5 |
FPI22032193 | Old Mutual Personal Finance | CPD Masterclass - Tax and Retirement | 2022/07/12 till 2023/07/11 | Verifiable CPD activity | 1 |
FPI22032192 | Old Mutual Personal Finance | Goal setting for Financial Professionals (2022-2023) | 2022/05/01 till 2023/04/30 | Verifiable CPD activity | 1 |
FPI22032191 | Old Mutual Personal Finance | 7 Focus Areas for Your Practice in the next 12 months | 2022/05/01 till 2023/04/30 | Verifiable CPD activity | 1.5 |
FPI22032190 | Old Mutual Personal Finance | Coffee with Legal: The new Matrimonial Property Act | 2022/06/09 till 2023/06/08 | Verifiable CPD activity | 1 |
FPI22032189 | Old Mutual Personal Finance | IFA Association Bi-Weekly Seminar (10 May 2022) | 2022/05/01 till 2023/04/30 | Verifiable CPD activity | 1 |
FPI22032188 | Old Mutual Personal Finance | IFA Regional Round Table 29 June 2022 | 2022/06/29 till 2023/06/28 | Verifiable CPD activity | 1 |
FPI22032187 | Old Mutual Personal Finance | IFA Association Bi-Weekly Seminar: Estate Planning and Trusts | 2022/04/26 til 2023/04/25 | Verifiable CPD activity | 1 |
FPI22032186 | Old Mutual Personal Finance | IFA Association Q1 Quarterly Round Table | 2022/03/30 till 2023/03/29 | Verifiable CPD activity | 1.5 |
FPI22032183 | Old Mutual Personal Finance | GEPF Adviser Masterclass | 2022/06/22 till 2023/06/21 | Verifiable CPD activity | 0.5 |
FPI22032182 | Old Mutual Personal Finance | Facebook Marketing 2022: 1000% Facebook Engagement & Sales | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 2 |
FPI22032180 | Old Mutual Personal Finance | Collab with Henri & Andre: Annual Reviews – XPLAN: GDM and Tasks | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 0.5 |
FPI22032179 | Old Mutual Personal Finance | Collab with Henri & Andre: Annual Reviews 2 | 2022/02/01 till 2023/01/31 | Verifiable CPD activity | 1 |
FPI22032178 | Old Mutual Personal Finance | Conflict Management with Emotional Intelligence | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 2 |
FPI22032177 | Old Mutual Personal Finance | Active Listening | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 2 |
FPI22032175 | eSTUDY (Pty) Ltd | POPIA: Legal and Compliance (RENEWAL) | 2022/03/14 till 2023/03/13 | Verifiable CPD activity | 2.5 |
FPI22032174 | eSTUDY (Pty) Ltd | POPIA: Marketing (RENEWAL) | 2022/03/14 till 2023/03/13 | Verifiable CPD activity | 2.5 |
FPI22032173 | Fundhouse Adviser (Pty) Ltd | Fundhouse Market Insights Webinar – 2022 and Beyond | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 1 |
FPI22032170 | FPI Centre for Professional Development a division of FPI NPC | SARS Tax Practioner Readiness Program | 2022/08/01 till 2023/07/31 | Verifiable CPD activity | 3.5 |
FPI22032169 | FPI Centre for Professional Development a division of FPI NPC | Risk Planning – More than a “single need” Webinar | 2022/08/18 till 2023/08/17 | Verifiable CPD activity | 1 |
FPI22032167 | FPI Centre for Professional Development a division of FPI NPC | Key Individual Workshop | 2022/08/31 till 2023/08/30 | Verifiable CPD activity | 4 |
FPI22032166 | FPI Centre for Professional Development a division of FPI NPC | FAIS Ombud Annual Report Webinar | 2022/08/23 till 2023/08/22 | Verifiable CPD activity | 1 |
FPI22032163 | FPI Centre for Professional Development a division of FPI NPC | Regulatory Updates and Exchange Control Changes Webinar | 2022/07/07 till 2023/07/16 | Verifiable CPD activity | 1 |
FPI22032161 | FPI Centre for Professional Development a division of FPI NPC | Developing a centralized investment proposition Webinar | 2022/07/14 till 2023/07/13 | Verifiable CPD activity | 1 |
FPI22032160 | FPI Centre for Professional Development a division of FPI NPC | 2022 Retirement Conference | 2022/06/23 till 2023/06/22 | Verifiable CPD activity | 5.5 |
FPI22032159 | FPI Centre for Professional Development a division of FPI NPC | Compilation of Taxpayers' Rights, Entitlements and Obligations | 2022/06/07 till 2023/06/06 | Verifiable CPD activity | 2 |
FPI22032156 | FPI Centre for Professional Development a division of FPI NPC | Introduction to cryptocurrencies Webinar | 2022/05/12 till 2023/05/11 | Verifiable CPD activity | 1 |
FPI22032154 | FPI Centre for Professional Development a division of FPI NPC | FSCA Strategy for Supporting Financial Sector Transformation Webinar | 2022/04/19 till 2023/04/18 | Verifiable CPD activity | 1 |
FPI22032153 | FPI Centre for Professional Development a division of FPI NPC | 2022 Estate Planning | 2022/04/06 till 2023/04/05 | Verifiable CPD activity | 3.5 |
FPI22032149 | VAPS Consultancy (Pty) Ltd | Understanding the FIC ACT | 2022/07/18 till 2023/07/17 | Verifiable CPD activity | 7 |
FPI22032148 | VAPS Consultancy (Pty) Ltd | The Process of Debarment | 2022/03/21 till 2023/03/20 | Verifiable CPD activity | 4 |
FPI22032147 | VAPS Consultancy (Pty) Ltd | Internet of Things | 2022/05/31 till 2023/05/30 | Verifiable CPD activity | 0.5 |
FPI22032146 | VAPS Consultancy (Pty) Ltd | Supervision – understanding the new criteria | 2022/03/25 till 2023/03/24 | Verifiable CPD activity | 0.5 |
FPI22032145 | The Institute of Health Risk Managers (Pty) Ltd | Webinar Reviewing CMS Judgements on Appeals | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 2 |
FPI22032144 | Chartered Financial Analyst Society of South Africa NPC | Financial Mail Collective Insight Round Table Discussion | 2022/03/17 till 2023/03/16 | Verifiable CPD activity | 1 |
FPI22032143 | Fundhouse Adviser (Pty) Ltd | Momentum Intermediary Coaching Programme - Module 6 Group Coaching Session | 2022/01/18 till 2023/01/17 | Verifiable CPD activity | 3 |
FPI22032134 | GTC (Pty)Ltd | GTC Market Update and Analysis | 2022/04/01 till 2023/03/31 | Verifiable CPD activity | 0.5 |
FPI22032133 | STANLIB Wealth Management (Pty) Ltd | Russia's invasion of Ukraine - An Economic Update | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 0.5 |
FPI22032123 | IRESS MD RSA (Pty) Ltd | Next level prospecting | 2022/04/01 till 2023/03/31 | Verifiable CPD activity | 1.5 |
FPI22032122 | IRESS MD RSA (Pty) Ltd | Coaching in a financial planner’s world | 2022/04/01 till 2023/03/31 | Verifiable CPD activity | 1.5 |
FPI22032121 | IRESS MD RSA (Pty) Ltd | Building a world-class client experience | 2022/04/01 till 2023/03/31 | Verifiable CPD activity | 1.5 |
FPI22032118 | IRESS MD RSA (Pty) Ltd | Risk Researcher | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 1.5 |
FPI22032117 | IRESS MD RSA (Pty) Ltd | Xtools+ for Entities | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 1.5 |
FPI22032116 | IRESS MD RSA (Pty) Ltd | Xtools+ for Individuals | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 1.5 |
FPI22032115 | IRESS MD RSA (Pty) Ltd | Review Management | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 1.5 |
FPI22032113 | IRESS MD RSA (Pty) Ltd | Practice Management | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 1.5 |
FPI22032112 | IRESS MD RSA (Pty) Ltd | Coding Essential Advice Modules | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 1.5 |
FPI22032111 | IRESS MD RSA (Pty) Ltd | New User | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 1.5 |
FPI22032110 | IRESS MD RSA (Pty) Ltd | Coding Essential Client Focus | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 1.5 |
FPI22032109 | IRESS MD RSA (Pty) Ltd | Client Onboarding | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 1.5 |
FPI22032108 | IRESS MD RSA (Pty) Ltd | Portfolio | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 1.5 |
FPI22032096 | Momentum, a divison of MMI Holdings | Momentum Development Series: Business Assurance Workshop 2 | 2022/07/01 till 2023/06/30 | Verifiable CPD activity | 3.5 |
FPI22032095 | Momentum, a divison of MMI Holdings | Momentum Development Series: Business Assurance Workshop 1 | 2022/07/01 till 2023/06/30 | Verifiable CPD activity | 3.5 |
FPI22032094 | Momentum, a divison of MMI Holdings | Outcome Matters May 2022 | 2022/05/26 till 2023/05/25 | Verifiable CPD activity | 1 |
FPI22032093 | Momentum, a divison of MMI Holdings | Wealth Matters Roadshow | 2022/05/09 till 2023/05/08 | Verifiable CPD activity | 2.5 |
FPI22032092 | Momentum, a divison of MMI Holdings | The ten-step process and compliance for Investments | 2022/05/23 till 2023/05/22 | Verifiable CPD activity | 6.5 |
FPI22032091 | Momentum, a divison of MMI Holdings | The ten-step process and compliance for Medical schemes | 2022/05/23 till 2023/05/22 | Verifiable CPD activity | 6.5 |
FPI22032090 | Momentum, a divison of MMI Holdings | Demystifying the impact of the 2022 budget speech on employee benefits | 2022/04/20 till 2023/04/19 | Verifiable CPD activity | 1 |
FPI22032089 | Momentum, a divison of MMI Holdings | The ten-step process and compliance for Long-term insurance | 2022/05/23 till 2023/05/22 | Verifiable CPD activity | 6.5 |
FPI22032088 | Momentum, a divison of MMI Holdings | Quarterly Outlook Presentation March 2022 | 2022/03/11 till 2023/03/10 | Verifiable CPD activity | 2.5 |
FPI22032087 | Momentum, a divison of MMI Holdings | The ten-step process and compliance for Non-life (Short-term) | 2022/05/23 till 2023/05/22 | Verifiable CPD activity | 6.5 |
FPI22032082 | THE GORDON INSTITUTE OF BUSINESS SCIENCE | Online: Presentation Skills Masterclass | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 2.5 |
FPI22032080 | STANLIB Wealth Management (Pty) Ltd | The resilience of balanced funds | 2022/03/16 till 2023/03/15 | Verifiable CPD activity | 0.5 |
FPI22032078 | Glacier Financial Holdings (Pty) Ltd | Glacier Summit 2022 Day 2 | 2022/05/13 till 2023/05/12 | Verifiable CPD activity | 4 |
FPI22032075 | Glacier Financial Holdings (Pty) Ltd | SP2 Investment Focus Roadshow | 2022/04/01 till 2023/03/31 | Verifiable CPD activity | 1.5 |
FPI22032074 | Glacier Financial Holdings (Pty) Ltd | Glacier Summit 2022 Day 1 | 2022/05/12 till 2023/05/11 | Verifiable CPD activity | 6 |
FPI22032073 | Glacier Financial Holdings (Pty) Ltd | Glacier Round Table Session Q1 | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 1.5 |
FPI22032072 | Glacier Financial Holdings (Pty) Ltd | Glacier Business Booster February 2022 | 2022/02/01 till 2023/01/31 | Verifiable CPD activity | 1.5 |
FPI22032070 | Glacier Financial Holdings (Pty) Ltd | Circle of Excellence 2022 | 2022/02/10 till 2023/02/09 | Verifiable CPD activity | 1.5 |
FPI22032061 | The Conference Company (Pty) Ltd | PAYROLL MANAGERS TAX YEAR END HYBRID SEMINAR 2022 | 2022/03/10 till 2023/03/09 | Verifiable CPD activity | 8.5 |
FPI22032059 | Naviga Solutions (Pty) Ltd | Wealth Hub - Retirement Investment Vehicles | 2022/02/26 till 2023/02/25 | Verifiable CPD activity | 1 |
FPI22032054 | LIBERTY GROUP LIMITED | Financial Coaching: Confidently engage clients & build successful relationships | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 2.5 |
FPI22032052 | LIBERTY GROUP LIMITED | Financial Coaching | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 8.5 |
FPI22032051 | LIBERTY GROUP LIMITED | The Power of the Consumer | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 6.5 |
FPI22032046 | LIBERTY GROUP LIMITED | Financial Coaching : Advice and Recommendations - Critical Conversations | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 3 |
FPI22032045 | ABSA Group Limited | Absa: SA credit outlook for 2022 and focus on bank total loss absorbing capacity | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 1 |
FPI22032044 | Amity Investment Solutions (Pty) Ltd | Offshore Investing with Amity | 2022/02/01 till 2023/01/31 | Verifiable CPD activity | 0.5 |
FPI22032043 | Amity Investment Solutions (Pty) Ltd | Breakfast with Amity & Matrix | 2022/03/23 till 2023/03/22 | Verifiable CPD activity | 1 |
FPI22032041 | Amity Investment Solutions (Pty) Ltd | Behavioural Science | Sci-Fi Report with Paul Nixon | 2022/04/20 till 2023/04/19 | Verifiable CPD activity | 1 |
FPI22032039 | Naviga Solutions (Pty) Ltd | Wealth Hub _ Harmonisation of Retirement Fund | 2022/03/25 till 2023/03/24 | Verifiable CPD activity | 1 |
FPI22032036 | Boutique Collective Investments (RF) (Pty) Ltd | Boutiques on Wednesdays - February 2022 Symposuim | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 6.5 |
FPI22032030 | Analytics Consulting (Pty) Limited | APS Due Diligence Part 4 | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 0.5 |
FPI22022025 | Glacier Financial Holdings (Pty) Ltd | Glacier Outlook Webinar | 2022/02/01 till 2023/01/31 | Verifiable CPD activity | 2.5 |
FPI22022014 | STANLIB Wealth Management (Pty) Ltd | Disruptive 2022 Trends in Wealth Management | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 1 |
FPI22022013 | New Road Capital (Pty) Ltd | Equities, Bonds, & Rising Rates and Fund Updates Feb 2022 | 2022/02/01 till 2023/01/31 | Verifiable CPD activity | 1 |
FPI22022012 | Glacier Financial Holdings (Pty) Ltd | Glacier Public Sector Summit | 2022/02/08 till 2023/02/07 | Verifiable CPD activity | 1 |
FPI22022011 | Infinitus Risk Management Service (Pty) Ltd | Infinitus Superhero Training Introduction to POPI | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 0.5 |
FPI22022008 | Sygnia Asset Management (Pty) Ltd | Economics and Markets Webinar March | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 1 |
FPI22022003 | Sanlam Life Insurance Limited | Intermediary conference - Durban | 2022/03/07 till 2023/03/06 | Verifiable CPD activity | 1.5 |
FPI22022002 | Sanlam Life Insurance Limited | Intermediary conference - The Vineyard Hotel Newlands | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 1.5 |
FPI22022001 | Sanlam Life Insurance Limited | Intermediary conference | 2022/03/03 till 2023/03/02 | Verifiable CPD activity | 1.5 |
FPI22021999 | Sanlam Life Insurance Limited | Critical Conversations 4 | 2022/02/21till 2023/02/20 | Verifiable CPD activity | 1.5 |
FPI22021995 | Sanlam Life Insurance Limited | Satrix Factor Investing Masterclass | 2022/02/24 till 2023/02/23 | Verifiable CPD activity | 2.5 |
FPI22021993 | Sanlam Life Insurance Limited | Knowledge Session 5 | 2022/05/01 till 2023/04/30 | Verifiable CPD activity | 0.5 |
FPI22021987 | Sanlam Life Insurance Limited | MO AP Business Conference | 2022/02/02 till 2023/02/01 | Verifiable CPD activity | 1 |
FPI22021984 | Sanlam Life Insurance Limited | SFP Colloquium: April 2022 | 2022/04/05 till 2023/04/04 | Verifiable CPD activity | 1 |
FPI22021983 | Sanlam Life Insurance Limited | CPD Masterclass III 2021/2022 | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 4.5 |
FPI22021981 | Sanlam Life Insurance Limited | Business Assurance Webinar | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 2 |
FPI22021980 | Sanlam Life Insurance Limited | SFP Colloquium: May 2022 | 2022/05/03 till 2023/05/02 | Verifiable CPD activity | 1 |
FPI22021979 | Sanlam Life Insurance Limited | SFP Colloquium: March 2022 | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 1 |
FPI22021978 | Sanlam Life Insurance Limited | Unpacking inflation and the impact of inflation on investment returns | 2022/02/14 till 2023/02/13 | Verifiable CPD activity | 0.5 |
FPI22021960 | Ashburton Fund Managers Proprietary Limited | Ashburton Investments Fixed Income 101 Session - March | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 0.5 |
FPI22021959 | Ashburton Fund Managers Proprietary Limited | Ashburton Investments Fixed Income 101 Session | 2022/02/21till 2023/02/20 | Verifiable CPD activity | 0.5 |
FPI22021957 | Citadel Investment Services (Pty) Ltd | Trust Distributions – A View from Israel (feedback from the STEP Africa Conference April 2021) | 2022/02/01 till 2023/01/31 | Verifiable CPD activity | 4 |
FPI22021956 | Citadel Investment Services (Pty) Ltd | CAM Investment Presentation - February 2022 | 2022/02/03 till 2023/02/02 | Verifiable CPD activity | 1.5 |
FPI22021950 | Old Mutual Wealth | Monthly PFA Investment Briefing 1 June 2022 | 2022/06/01till 2023/05/31 | Verifiable CPD activity | 0.5 |
FPI22021947 | Cinnabar Investment Management (Pty) Ltd | Cinnabar Investments Insights and Feedback Q1 2022 | 2022/02/01 till 2023/01/31 | Verifiable CPD activity | 0.5 |
FPI22021946 | PortfolioMetrix Asset Management SA (Pty) Ltd | PortfolioMetrix Investment Committee Quarterly Market Update | 2022/01/21 till 2023/01/20 | Verifiable CPD activity | 1 |
FPI22021945 | LIBERTY GROUP LIMITED | Daily Download Special Edition 1 - 2022 | 2022/04/04 till 2023/04/03 | Verifiable CPD activity | 1 |
FPI22021944 | LIBERTY GROUP LIMITED | Advice for Adviser – Mental Health webinar | 2022/03/24 till 2023/03/23 | Verifiable CPD activity | 1.5 |
FPI22021942 | LIBERTY GROUP LIMITED | QUARTERLY ECONOMIC UPDATE - Q2 2022 | 2022/04/20 till 2023/04/19 | Verifiable CPD activity | 1 |
FPI22021937 | Currencies Direct External Profit Company | Pre-requisites for sustained economic growth | 2022/03/03 till 2023/03/02 | Verifiable CPD activity | 2 |
FPI22021930 | Momentum, a divison of MMI Holdings | MomentumConnect.tv Season 2 Edition 7 | 2022/07/01 till 2023/06/30 | Verifiable CPD activity | 1 |
FPI22021928 | Momentum, a divison of MMI Holdings | Global Matters Masterclass Series Workshop 2 | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 2 |
FPI22021926 | Momentum, a divison of MMI Holdings | Legislative Update 2022 | 2022/02/01 till 2023/01/31 | Verifiable CPD activity | 2 |
FPI22021924 | Old Mutual Wealth | Old Mutual Wealth Advice Forum 2022 | 2022/05/19 till 2023/05/18 | Verifiable CPD activity | 4 |
FPI22021923 | Edward Nathan Sonnenbergs Incorporated | The jurisprudence of the FST and what this teaches us about governance | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 1 |
FPI22021922 | Edward Nathan Sonnenbergs Incorporated | Liability for lenders to an environmental disaster | 2022/04/01 till 2023/03/31 | Verifiable CPD activity | 1 |
FPI22021921 | Edward Nathan Sonnenbergs Incorporated | Core features of the Climate Change Bill, 2021 | 2022/03/24 till 2023/03/23 | Verifiable CPD activity | 1 |
FPI22021920 | Edward Nathan Sonnenbergs Incorporated | Taxonomies as a cure for greenwashing | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 1 |
FPI22021919 | Edward Nathan Sonnenbergs Incorporated | TCF in the time of LIBOR & JIBAR transition | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 1 |
FPI22021918 | Edward Nathan Sonnenbergs Incorporated | Managing reputational risk – the right to terminate a customer relationship for ESG reasons | 2022/05/25 till 2023/05/24 | Verifiable CPD activity | 1 |
FPI22021917 | Edward Nathan Sonnenbergs Incorporated | Resolution of FSPs / appointment of a curator by the Authority for bad corporate governance? | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 1 |
FPI22021916 | Edward Nathan Sonnenbergs Incorporated | Open Finance – what it can mean for financial inclusion? | 2022/05/19 till 2023/05/18 | Verifiable CPD activity | 1 |
FPI22021915 | Edward Nathan Sonnenbergs Incorporated | The Financial Sector Code and the transformation of FSPs. | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 1 |
FPI22021914 | Edward Nathan Sonnenbergs Incorporated | Outsourcing by financial institutions and managing increased legal risk responsibly | 2022/05/18 till 2023/05/17 | Verifiable CPD activity | 1 |
FPI22021913 | Edward Nathan Sonnenbergs Incorporated | Carbon Tax – does it impact the financial services industry | 2022/03/29 till 2023/03/28 | Verifiable CPD activity | 1 |
FPI22021912 | Edward Nathan Sonnenbergs Incorporated | Regulation 28 and infrastructure investment | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 1 |
FPI22021911 | Edward Nathan Sonnenbergs Incorporated | Managing Cyber Risk as a matter of governance | 2022/05/17 till 2023/05/16 | Verifiable CPD activity | 1 |
FPI22021910 | Edward Nathan Sonnenbergs Incorporated | COFI – what does this mean for microlenders, can they treat their customers fairly? | 2022/03/22 till 2023/03/21 | Verifiable CPD activity | 1 |
FPI22021909 | Edward Nathan Sonnenbergs Incorporated | Retirement funds: key developments | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 1 |
FPI22021890 | At Work Internet Software Solutions (Pty) Ltd | Post Retirement Cashflow Work Session | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 1 |
FPI22021889 | At Work Internet Software Solutions (Pty) Ltd | FNA Work Session | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 2 |
FPI22021888 | At Work Internet Software Solutions (Pty) Ltd | CRM Work Session – Online | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 2 |
FPI22021883 | ICTS Legal Services (Pty) Ltd | Ensimini Financial Services Legal Forum 15 Mar 2022 | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 2 |
FPI22021881 | Masthead (Pty) Ltd | Operational Controls and Risk Management Measures Online Course | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 0.5 |
FPI22021880 | Masthead (Pty) Ltd | Profile's Unit Trusts & Collective Investments Part 3 | 2022/04/05 till 2023/04/04 | Verifiable CPD activity | 1.5 |
FPI22021879 | Masthead (Pty) Ltd | Profile's Unit Trusts & Collective Investments Part 4 | 2022/04/05 till 2023/04/04 | Verifiable CPD activity | 1.5 |
FPI22021878 | Masthead (Pty) Ltd | Profile's Unit Trusts & Collective Investments Part 5 | 2022/04/05 till 2023/04/04 | Verifiable CPD activity | 1 |
FPI22021875 | Momentum, a divison of MMI Holdings | Retirement Annuities | 2022/02/01 till 2023/01/31 | Verifiable CPD activity | 1 |
FPI22021874 | Momentum, a divison of MMI Holdings | Momentum Consult – 4th Quarter 2021 Feedback Session | 2022/02/01 till 2023/01/31 | Verifiable CPD activity | 1 |
FPI22021873 | Momentum, a divison of MMI Holdings | Macroeconomic outlook – Q4 2021 | 2022/02/01 till 2023/01/31 | Verifiable CPD activity | 1 |
FPI22021870 | ICTS Legal Services (Pty) Ltd | Ensimini Financial Services Legal Forum 18 FEB 2022 | 2022/02/01 till 2023/01/31 | Verifiable CPD activity | 2 |
FPI22021869 | ICTS Legal Services (Pty) Ltd | NMG Legal Forum - 15 Feb 2022 | 2022/02/01 till 2023/01/31 | Verifiable CPD activity | 2 |
FPI22021868 | ABSA Group Limited | Absa Investments Annual Equity Franchise Webinar | 2022/02/01 till 2023/01/31 | Verifiable CPD activity | 0.5 |
FPI22021865 | Masthead (Pty) Ltd | FICA and AML Online Course for Legal Practitioners | 2022/02/25 till 2023/02/24 | Verifiable CPD activity | 4.5 |
FPI22021864 | Masthead (Pty) Ltd | Regulatory Update – Know the Impact | 2022/03/29 till 2023/03/28 | Verifiable CPD activity | 3 |
FPI22021863 | Moonstone Business School of Excellence (Pty) Ltd | Introduction to South African Legislation | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 3 |
FPI22021862 | Moonstone Business School of Excellence (Pty) Ltd | How to use FAIS to build client relationships | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 0.5 |
FPI22021861 | Moonstone Business School of Excellence (Pty) Ltd | Maintaining Workplace Motivation | 2022/03/01 till 2023/05/31 | Verifiable CPD activity | 3 |
FPI22021860 | STANLIB Wealth Management (Pty) Ltd | In the Room with Morningstar | 2022/02/22 till 2023/02/21 | Verifiable CPD activity | 0.5 |
FPI22021859 | Schroder Investment Management Limited | Schroders Investment Symposium South Africa | 2022/03/02 till 2023/03/01 | Verifiable CPD activity | 3.5 |
FPI22021858 | Counterpoint Boutique (Pty) Ltd | Using the Payers and Growers suite to create retirement income | 2022/02/08 till 2023/02/07 | Verifiable CPD activity | 1 |
FPI22021853 | Old Mutual Personal Finance | Dividends Withholding Tax (Renewal 2023) | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 1.5 |
FPI22021852 | Old Mutual Personal Finance | Budget Review 2022 (Francois du Toit) | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 1 |
FPI22021850 | Old Mutual Personal Finance | Savings and Investments - Module 2 - Investing for Income | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 1.5 |
FPI22021849 | Old Mutual Personal Finance | Savings and Investments - Module 3 - Investment Portfolios | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 1.5 |
FPI22021848 | Old Mutual Personal Finance | Savings and Investments - Module 1 - Investing towards a goal | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 3 |
FPI22021845 | Affinity Business School (Pty) Ltd | FAIS General Code of Conduct & Ethics | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 5 |
FPI22021844 | Discovery Central Services (Pty) Ltd | The importance of global cover | 2022/04/01 till 2023/03/31 | Verifiable CPD activity | 1.5 |
FPI22021843 | Discovery Central Services (Pty) Ltd | The Long-term Insurance Gap in South Africa | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 1.5 |
FPI22021841 | Discovery Central Services (Pty) Ltd | South African Specialist Risks Insurance Association (SASRIA) | 2022/04/01 till 2023/03/31 | Verifiable CPD activity | 1.5 |
FPI22021838 | Discovery Central Services (Pty) Ltd | Theory of Financial Planning Workshop | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 7 |
FPI22021837 | Discovery Central Services (Pty) Ltd | Why short-term insurance claims may get rejected | 2022/04/01 till 2023/03/31 | Verifiable CPD activity | 1 |
FPI22021836 | Discovery Central Services (Pty) Ltd | Time in the market | 2022/04/01 till 2023/03/31 | Verifiable CPD activity | 1 |
FPI22021835 | Discovery Central Services (Pty) Ltd | Financial Needs Analysis (FNA) practical application workshop | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 6 |
FPI22021834 | Discovery Central Services (Pty) Ltd | Protection of personal information | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 1.5 |
FPI22021833 | Discovery Central Services (Pty) Ltd | Value of advice | 2022/03/02 till 2023/03/01 | Verifiable CPD activity | 1 |
FPI22021832 | Discovery Central Services (Pty) Ltd | Default regulations | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 0.5 |
FPI22021831 | Discovery Central Services (Pty) Ltd | Retirement Tax Renewal | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 2 |
FPI22021830 | Discovery Central Services (Pty) Ltd | Business insurance: Property class | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 2 |
FPI22021829 | Discovery Central Services (Pty) Ltd | Retirement Planning | 2022/04/01 till 2023/03/31 | Verifiable CPD activity | 1.5 |
FPI22021828 | Discovery Central Services (Pty) Ltd | Tax implications on Endowments vs Unit Trusts | 2022/04/01 till 2023/03/31 | Verifiable CPD activity | 1 |
FPI22021827 | Discovery Central Services (Pty) Ltd | Simplifying your offshore sales | 2022/04/01 till 2023/03/31 | Verifiable CPD activity | 1 |
FPI22021826 | Discovery Central Services (Pty) Ltd | Value of life insurance in estate planning | 2022/04/01 till 2023/03/31 | Verifiable CPD activity | 1.5 |
FPI22021825 | Discovery Central Services (Pty) Ltd | Medical scheme industry trends | 2022/04/01 till 2023/03/31 | Verifiable CPD activity | 1.5 |
FPI22021824 | ABSA Group Limited | Sub-Saharan Africa macroeconomic and strategy roadshow | 2022/02/01 till 2023/01/31 | Verifiable CPD activity | 1.5 |
FPI22021823 | Anchor Group Limited | Managing interest rates and assisting your clients in 2022 - Essentials for financial advisors | 2022/02/24 till 2023/02/23 | Verifiable CPD activity | 0.5 |
FPI22021821 | PSG Wealth Financial Planning (Pty) Ltd Bellville | Fire Protection - Module 16 | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 0.5 |
FPI22021820 | Moonstone Business School of Excellence (Pty) Ltd | Building Assertiveness and Self- Confidence | 2022/05/01 till 2023/05/31 | Verifiable CPD activity | 4 |
FPI22021819 | Moonstone Business School of Excellence (Pty) Ltd | Managing POPIA | 2022/05/01 till 2023/05/31 | Verifiable CPD activity | 6.5 |
FPI22021818 | Moonstone Business School of Excellence (Pty) Ltd | Fundamentals of Investment Planning | 2022/05/01 till 2023/05/31 | Verifiable CPD activity | 3.5 |
FPI22021817 | Moonstone Business School of Excellence (Pty) Ltd | What every Short-term Policyholder should know | 2022/04/01 till 2023/05/31 | Verifiable CPD activity | 2 |
FPI22021816 | Moonstone Business School of Excellence (Pty) Ltd | Getting to know POPIA | 2022/05/01 till 2023/05/31 | Verifiable CPD activity | 1 |
FPI22021815 | Moonstone Business School of Excellence (Pty) Ltd | Ethics – How to impress your clients | 2022/05/01 till 2023/05/31 | Verifiable CPD activity | 1.5 |
FPI22021814 | Moonstone Business School of Excellence (Pty) Ltd | Customer Service and Building Client Relationships | 2022/05/01 till 2023/05/31 | Verifiable CPD activity | 4.5 |
FPI22021813 | Moonstone Business School of Excellence (Pty) Ltd | Introduction to Fintech | 2022/04/01 till 2023/05/31 | Verifiable CPD activity | 2.5 |
FPI22021812 | Moonstone Business School of Excellence (Pty) Ltd | Advice on Banking Products Subject to FAIS | 2022/04/01 till 2023/05/31 | Verifiable CPD activity | 2.5 |
FPI22021811 | Moonstone Business School of Excellence (Pty) Ltd | Fundamentals of Estate Planning | 2022/04/01 till 2023/05/31 | Verifiable CPD activity | 6 |
FPI22021767 | Moonstone Business School of Excellence (Pty) Ltd | Fundamentals of Retirement Planning | 2022/05/01 till 2023/05/31 | Verifiable CPD activity | 6.5 |
FPI22021806 | ABSA Group Limited | SA’s macroeconomic outlook: torrid politics but slowly building reform momentum | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 1 |
FPI22021803 | The Institute of Health Risk Managers (Pty) Ltd | Medical Schemes Act - Interpretation & Application | 2022/02/15 till 2023/02/14 | Verifiable CPD activity | 2 |
FPI22021802 | PSG Wealth Financial Planning (Pty) Ltd Bellville | PSG Wealth Strategy Session - February 2022 | 2022/02/23 till 2022/02/22 | Verifiable CPD activity | 2.5 |
FPI22021800 | ICTS Legal Services (Pty) Ltd | PFP - Pension Fund Partners | 2022/01/28 till 2023/01/27 | Verifiable CPD activity | 2 |
FPI22021798 | Full Value Financial Services (Pty) Ltd | Economic Principles renewal | 2022/02/15 till 2023/02/14 | Verifiable CPD activity | 3 |
FPI22021797 | Full Value Financial Services (Pty) Ltd | Into to Fintech in FS Industry | 2022/02/15 till 2023/02/14 | Verifiable CPD activity | 6 |
FPI22021796 | FPI Centre for Professional Development a division of FPI NPC | The rights and obligations of taxpayers Webinar | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 1 |
FPI22021795 | PSG Wealth Financial Planning (Pty) Ltd Bellville | PSG Insure Strategy Session - February 2022 | 2022/02/24 till 2023/02/23 | Verifiable CPD activity | 3 |
FPI22021793 | AC Develop (Pty) Ltd | Automotive Liability Risks | 2022/02/01 till 2023/01/31 | Verifiable CPD activity | 1 |
FPI22021792 | AC Develop (Pty) Ltd | Building Industry Liability Risks | 2022/02/01 till 2023/01/31 | Verifiable CPD activity | 1 |
FPI22021791 | AC Develop (Pty) Ltd | Clothing Industry Liability Risks | 2022/02/01 till 2023/01/31 | Verifiable CPD activity | 1 |
FPI22021790 | AC Develop (Pty) Ltd | Consumer Appliances Business Liability Risks | 2022/02/01 till 2023/01/31 | Verifiable CPD activity | 1 |
FPI22021788 | AC Develop (Pty) Ltd | Food & Beverage Liability Risks | 2022/02/01 till 2023/01/31 | Verifiable CPD activity | 1 |
FPI22021787 | AC Develop (Pty) Ltd | Food Retail Liability Risks | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 1 |
FPI22021786 | AC Develop (Pty) Ltd | Garden Maintenance Liability Risks | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 1 |
FPI22021785 | AC Develop (Pty) Ltd | Hardware Liablity Risks | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 1 |
FPI22021784 | AC Develop (Pty) Ltd | Electrical Goods Manufacturing Liability Risks | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 1 |
FPI22021783 | AC Develop (Pty) Ltd | Hospitality Liability Risks | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 1 |
FPI22021782 | AC Develop (Pty) Ltd | Machinery Liability Risks | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 1 |
FPI22021779 | Old Mutual Wealth | Weekly Investment Committee and Stock Selection meeting - 4th; 11th; 18th and 25th May 2022 | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 8 |
FPI22021766 | Moonstone Business School of Excellence (Pty) Ltd | Refresher Economic and Investment Overview | 2022/06/03 till 2023/06/02 | Verifiable CPD activity | 3.5 |
FPI22021765 | Moonstone Business School of Excellence (Pty) Ltd | Impact of Technology on Short-term Insurance | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 1 |
FPI22021764 | Prescient Investment Management (Pty) Ltd | Prescient China Update Q4 2021 | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 0.5 |
FPI22021762 | FPI Centre for Professional Development a division of FPI NPC | 2022 Budget Review | 2022/02/22 till 2023/02/21 | Verifiable CPD activity | 4 |
FPI22021760 | Chartered Financial Analyst Society of South Africa NPC | CFA Society South Africa 2022 Annual Forecast Webinar | 2022/02/09 till 2023/02/08 | Verifiable CPD activity | 2 |
FPI22021759 | M & G Investments Unit Trusts South Africa (RF) Ltd | M&G Event | Asset allocation opportunities in 2022 | 2022/02/23 till 2022/02/22 | Verifiable CPD activity | 0.5 |
FPI22021756 | M & G Investments Unit Trusts South Africa (RF) Ltd | M&G Webinar | Can SA assets deliver further robust returns in 2022? | 2022/02/16 till 2023/02/15 | Verifiable CPD activity | 0.5 |
FPI22021754 | Sygnia Asset Management (Pty) Ltd | Sygnia China New Economy Global Equity Fund Webinar | 2022/01/27 till 2023/01/26 | Verifiable CPD activity | 0.5 |
FPI22021753 | eSTUDY (Pty) Ltd | Fundamentals of the Competition Act | 2022/02/01 till 2023/01/31 | Verifiable CPD activity | 2 |
FPI22021746 | Insurance Publications CC | FAnews Magazine February 2022 | 2022/02/01 till 2023/01/31 | Verifiable CPD activity | 3 |
FPI22021742 | Optimum Investment Group (Pty) Ltd | Advisor Feedback and Market Update | 2022/02/07 till 2023/02/06 | Verifiable CPD activity | 1 |
FPI22021740 | Moonstone Business School of Excellence (Pty) Ltd | Refresher Long-term Insurance | 2022/06/03 till 2023/06/02 | Verifiable CPD activity | 7 |
FPI22021737 | Infinitus Risk Management Service (Pty) Ltd | Infinitus Superhero Training Mini Workshop | 2022/02/15 till 2023/02/14 | Verifiable CPD activity | 0.5 |
FPI22021732 | Jhb Securities and Portfolio Management Company (Pty) Ltd t/a SA Asset Mana | Quarterly Investment and Economic Review: Quarter 4 2021 | 2022/02/01 till 2023/01/31 | Verifiable CPD activity | 2.5 |
FPI22021730 | Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo | Retirement Planning 2022 | 2022/02/01 till 2023/01/31 | Verifiable CPD activity | 5 |
FPI22021728 | Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo | Capital Gains Tax 2022 | 2022/02/15 till 2023/02/14 | Verifiable CPD activity | 4.5 |
FPI22021726 | Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo | Budget Review 2022 | 2022/02/23 till 2022/02/22 | Verifiable CPD activity | 1.5 |
FPI22021724 | Affinity Business School (Pty) Ltd | Coronavirus in the Workplace | 2022/02/28 till 2023/02/27 | Verifiable CPD activity | 1 |
FPI22021707 | Affinity Business School (Pty) Ltd | Understanding Treating Customers Fairly | 2022/02/28 till 2023/02/27 | Verifiable CPD activity | 2.5 |
FPI22021706 | Moonstone Business School of Excellence (Pty) Ltd | Vehicle Financing | 2022/02/01 till 2023/05/31 | Verifiable CPD activity | 2.5 |
FPI22021705 | Moonstone Business School of Excellence (Pty) Ltd | Learning from the Short-term Insurance Ombudsman Cases and Reports | 2022/05/01 till 2023/05/31 | Verifiable CPD activity | 2.5 |
FPI22021704 | Moonstone Business School of Excellence (Pty) Ltd | Business Continuity Planning | 2022/05/01 till 2023/05/31 | Verifiable CPD activity | 1.5 |
FPI22021703 | Moonstone Business School of Excellence (Pty) Ltd | Short Course on Insurance Act 18 of 2017 | 2022/04/01 till 2023/05/31 | Verifiable CPD activity | 2.5 |
FPI22021702 | Moonstone Business School of Excellence (Pty) Ltd | Managing Client Portfolios in Times of Crisis | 2022/05/01 till 2023/05/31 | Verifiable CPD activity | 2.5 |
FPI22021701 | Moonstone Business School of Excellence (Pty) Ltd | Sales within the financial services industry | 2022/03/31 till 2023/05/31 | Verifiable CPD activity | 1 |
FPI22021700 | Moonstone Business School of Excellence (Pty) Ltd | Sales within a contact centre | 2022/02/01 till 2023/01/31 | Verifiable CPD activity | 2 |
FPI22021699 | Moonstone Business School of Excellence (Pty) Ltd | How to service and retain customers | 2022/04/01 till 2023/05/31 | Verifiable CPD activity | 1 |
FPI22021698 | Moonstone Business School of Excellence (Pty) Ltd | A guide to mindfulness in the workplace | 2022/04/01 till 2023/05/31 | Verifiable CPD activity | 1 |
FPI22021697 | Moonstone Business School of Excellence (Pty) Ltd | Communication Skills | 2022/04/01 till 2023/05/31 | Verifiable CPD activity | 1 |
FPI22021695 | Moonstone Business School of Excellence (Pty) Ltd | Fundamentals of Business Assurance | 2022/04/01 till 2023/05/31 | Verifiable CPD activity | 6.5 |
FPI22021694 | The Institute of Health Risk Managers (Pty) Ltd | Communicate with Care | 2022/02/10 till 2023/02/09 | Verifiable CPD activity | 2 |
FPI22021692 | Citadel Investment Services (Pty) Ltd | The Practical Guide to Offshore Investments 2021 -2022 | 2022/02/01 till 2023/01/31 | Verifiable CPD activity | 13 |
FPI22021691 | Asset TV (Pty) Ltd | Global Solutions Roundtable | 2022/02/01 till 2023/01/31 | Verifiable CPD activity | 0.5 |
FPI22021690 | Asset TV (Pty) Ltd | Fixed Income Masterclass | 2022/05/11 till 2023/05/10 | Verifiable CPD activity | 1 |
FPI22021689 | Asset TV (Pty) Ltd | ESG VIRTUAL CONFERENCE -2022 | 2022/05/03 till 2023/05/02 | Verifiable CPD activity | 3.5 |
FPI22021688 | Asset TV (Pty) Ltd | ESG Virtual Conference I What is best practice for Integrating ESG in your client IPS | 2022/05/09 till 2023/05/08 | Verifiable CPD activity | 0.5 |
FPI22021687 | Asset TV (Pty) Ltd | ESG Virtual Conference I Looking for the Performance Measures when Investing in ESG funds | 2022/05/09 till 2023/05/08 | Verifiable CPD activity | 0.5 |
FPI22021686 | Asset TV (Pty) Ltd | ESG Virtual Conference I Looking for the R in ESG | 2022/05/03 till 2023/05/02 | Verifiable CPD activity | 0.5 |
FPI22021685 | Asset TV (Pty) Ltd | ESG Virtual Conference I What is the opportunity cost when Investing in ESG Funds | 2022/05/03 till 2023/05/02 | Verifiable CPD activity | 0.5 |
FPI22021684 | Asset TV (Pty) Ltd | Global Multi-Asset I Masterclass | 2022/04/13 till 2023/04/12 | Verifiable CPD activity | 1 |
FPI22021683 | Asset TV (Pty) Ltd | Sharia'h Investments I Masterclass | 2022/02/01 till 2023/01/31 | Verifiable CPD activity | 0.5 |
FPI22021682 | Asset TV (Pty) Ltd | Global Economic Update and Market Performance | 2022/02/18 till 2023/02/17 | Verifiable CPD activity | 0.5 |
FPI22021680 | Asset TV (Pty) Ltd | Private Equity I Roundtable | 2022/02/14 till 2023/02/13 | Verifiable CPD activity | 0.5 |
FPI22021679 | Asset TV (Pty) Ltd | RMB Webinar I Eskom State of System | 2022/02/01 till 2023/01/31 | Verifiable CPD activity | 0.5 |
FPI22021678 | Asset TV (Pty) Ltd | OUTLOOK 2022 - FIXED INCOME PANEL | 2022/01/31till 2023/01/30 | Verifiable CPD activity | 0.5 |
FPI22021677 | Asset TV (Pty) Ltd | OUTLOOK 2022 - LOCAL MULTI- ASSET PANEL | 2022/01/31till 2023/01/30 | Verifiable CPD activity | 0.5 |
FPI22021676 | Asset TV (Pty) Ltd | OUTLOOK 2022 - GLOBAL MULTI- ASSET PANEL | 2022/01/31till 2023/01/30 | Verifiable CPD activity | 0.5 |
FPI22021675 | Asset TV (Pty) Ltd | Hedge Funds I Masterclass | 2022/04/13 till 2023/04/12 | Verifiable CPD activity | 0.5 |
FPI22021674 | Asset TV (Pty) Ltd | Passive Investing I Masterclass | 2022/04/06 till 2023/04/05 | Verifiable CPD activity | 1 |
FPI22021673 | Asset TV (Pty) Ltd | Impact Investing I Roundtable | 2022/04/13 till 2023/04/12 | Verifiable CPD activity | 0.5 |
FPI22021672 | Asset TV (Pty) Ltd | OUTLOOK 2022 - LOCAL EQUITIES PANEL | 2022/01/31till 2023/01/30 | Verifiable CPD activity | 0.5 |
FPI22021671 | Asset TV (Pty) Ltd | DFM I Masterclass | 2022/03/24 till 2023/03/23 | Verifiable CPD activity | 0.5 |
FPI22021670 | Asset TV (Pty) Ltd | OUTLOOK 2022 - TRANSFORMATION PANEL | 2022/01/31till 2023/01/30 | Verifiable CPD activity | 0.5 |
FPI22021669 | Asset TV (Pty) Ltd | OUTLOOK 2022 - ESG PANEL | 2022/01/31till 2023/01/30 | Verifiable CPD activity | 0.5 |
FPI22021668 | Asset TV (Pty) Ltd | Balanced Funds I Masterclass | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 1 |
FPI22021667 | Asset TV (Pty) Ltd | OUTLOOK 2022 - ALTERNATIVE INVESTMENTS PANEL | 2022/01/31till 2023/01/30 | Verifiable CPD activity | 0.5 |
FPI22021666 | Asset TV (Pty) Ltd | Local Property I Masterclass | 2022/03/11 till 2023/03/10 | Verifiable CPD activity | 1 |
FPI22021665 | Asset TV (Pty) Ltd | Local Equities I Masterclass | 2022/03/11 till 2023/03/10 | Verifiable CPD activity | 1 |
FPI22021664 | Asset TV (Pty) Ltd | OUTLOOK 2022 - GLOBAL AND LOCAL ECONOMIST PANEL | 2022/01/31till 2023/01/30 | Verifiable CPD activity | 0.5 |
FPI22021663 | Asset TV (Pty) Ltd | Outlook 2022 - GLOBAL EQUITIES PANEL | 2022/01/31till 2023/01/30 | Verifiable CPD activity | 0.5 |
FPI22021662 | Asset TV (Pty) Ltd | Outlook 2022 | 2022/01/31till 2023/01/30 | Verifiable CPD activity | 8 |
FPI22021661 | Moonstone Business School of Excellence (Pty) Ltd | Principles of Financial Management | 2022/04/01 till 2023/05/31 | Verifiable CPD activity | 2.5 |
FPI22021622 | Masthead (Pty) Ltd | FICA and AML Online Course for Motor Vehicle Dealers | 2022/02/21till 2023/02/20 | Verifiable CPD activity | 4.5 |
FPI22021620 | Masthead (Pty) Ltd | Hedge and Multi-Manager Fund Manager Interviews Course Part 3 | 2022/02/17 till 2023/02/16 | Verifiable CPD activity | 2.5 |
FPI22021618 | Masthead (Pty) Ltd | Practice Management Principles 2 – Business Planning | 2022/02/15 till 2023/02/14 | Verifiable CPD activity | 1.5 |
FPI22021617 | Masthead (Pty) Ltd | Amendments to the General Code of Conduct | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 3 |
FPI22021616 | Masthead (Pty) Ltd | Practice Management Principles 1 – Leadership Competence | 2022/02/01 till 2023/01/31 | Verifiable CPD activity | 1 |
FPI22021615 | Masthead (Pty) Ltd | How to create an effective Operations Manual for your FSP | 2022/06/23 till 2023/06/22 | Verifiable CPD activity | 7 |
FPI22021603 | Moonstone Business School of Excellence (Pty) Ltd | F&I Vehicle Warranties | 2022/03/01 till 2023/05/31 | Verifiable CPD activity | 1.5 |
FPI22021602 | Moonstone Business School of Excellence (Pty) Ltd | National Credit Act F&I (Short Course) | 2022/03/02 till 2023/03/01 | Verifiable CPD activity | 4.5 |
FPI22021601 | Moonstone Business School of Excellence (Pty) Ltd | Moonstone Regulatory Update Webinar 2022 | 2022/02/24 till 2023/02/23 | Verifiable CPD activity | 2.5 |
FPI22021597 | Naviga Solutions (Pty) Ltd | Wealth Hub | 2022/02/01 till 2023/01/31 | Verifiable CPD activity | 1 |
FPI22021588 | The Collaborative Exchange (Pty) Ltd | The Investment Forum 2022 : Cape Town event | 2022/06/09 till 2023/06/08 | Verifiable CPD activity | 5.5 |
FPI22021580 | The Collaborative Exchange (Pty) Ltd | STANLIB Asset Management Roadshow 2022 | 2022/02/10 till 2023/02/09 | Verifiable CPD activity | 2.5 |
FPI22021579 | The Collaborative Exchange (Pty) Ltd | Discovery Retirement Summit 2022 | 2022/01/24 till 2023/01/23 | Verifiable CPD activity | 3 |
FPI22021576 | FundNews Africa CC | HedgeNews Africa Symposium 2022 | 2022/03/09 till 2023/03/08 | Verifiable CPD activity | 6.5 |
FPI22011573 | Prescient Investment Management (Pty) Ltd | Prescient Multi-Asset Update Q4 2021 | 2022/01/25 till 2023/01/24 | Verifiable CPD activity | 0.5 |
FPI22011555 | AC Develop (Pty) Ltd | Unpacking the Amended FSC | 2022/01/10 till 2023/01/09 | Verifiable CPD activity | 3.5 |
FPI22011554 | AC Develop (Pty) Ltd | General Code of Conduct | 2022/02/01 till 2023/01/31 | Verifiable CPD activity | 2 |
FPI22011549 | Sanlam Life Insurance Limited | Leads Best Practices Training | 2022/02/01 till 2023/01/31 | Verifiable CPD activity | 1.5 |
FPI22011547 | Noble Private Portfolios (Pty) Ltd | Noble Private Portfolios: Investment Seminar | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 1.5 |
FPI22011546 | Noble Private Portfolios (Pty) Ltd | Noble Private Portfolios: Investment Seminar | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 0.5 |
FPI22011545 | Milpark Education (Pty) Ltd | Social Media Use For Financial Planners (SMUFP1-OS) | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 1.5 |
FPI22011543 | Milpark Education (Pty) Ltd | Global Investment Strategies (GISTR1-OS) | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 1.5 |
FPI22011542 | Milpark Education (Pty) Ltd | Ethics For Financial Planners (ECSFP1-OS) | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 2.5 |
FPI22011541 | Milpark Education (Pty) Ltd | Employee Benefits: Risk and Structuring of Risk Benefits (EMBEN1OS) | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 1.5 |
FPI22011540 | Milpark Education (Pty) Ltd | Ethical Investments (EINVE1-OS) | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 2 |
FPI22011539 | Milpark Education (Pty) Ltd | Constructing a Client Portfolio (CCPOR1-OS) | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 2 |
FPI22011538 | Milpark Education (Pty) Ltd | FICA Annual Update (FICAU1-OS) | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 6 |
FPI22011535 | Milpark Education (Pty) Ltd | Social Media Use (SMEDU1-OS) | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 5.5 |
FPI22011534 | Milpark Education (Pty) Ltd | The POPI Act (POPAC1-OS) | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 2.5 |
FPI22011533 | Milpark Education (Pty) Ltd | Disability Cover (DISCO1-OS) | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 2 |
FPI22011532 | Milpark Education (Pty) Ltd | Fraud Detection and Prevention (FDPREV-OS) | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 6 |
FPI22011531 | Milpark Education (Pty) Ltd | Regulatory Requirements for Replacements (RRREP10OS) | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 2 |
FPI22011530 | Milpark Education (Pty) Ltd | Cultural Diversity in Financial Planning (CDFPL1-OS) | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 4 |
FPI22011529 | Milpark Education (Pty) Ltd | Investment Planning (INPLA1-OS) | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 6 |
FPI22011528 | Milpark Education (Pty) Ltd | Risk and Business Assurance (RBIN1- OS) | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 6 |
FPI22011527 | Milpark Education (Pty) Ltd | Practice Management (PMANA1-OS) | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 6 |
FPI22011526 | Milpark Education (Pty) Ltd | Social Media Use for Key Individuals (SMUK1-OS) | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 3 |
FPI22011525 | Milpark Education (Pty) Ltd | Consequences of Non-Disclosure (CONND1-OS) | 2022/06/01 till 2023/05/31 | Verifiable CPD activity | 1 |
FPI22011520 | Analytics Consulting (Pty) Limited | APS Investment Strategy Workshop | 2022/04/07 till 2023/04/06 | Verifiable CPD activity | 2 |
FPI22011508 | Allan Gray (Pty) Ltd | A practical approach to tax savvy financial planning | 2022/04/19 till 2023/0418 | Verifiable CPD activity | 1.5 |
FPI22011507 | Allan Gray (Pty) Ltd | Government Employees Pension Fund workshop - 13 April 2022 | 2022/04/13 till 2023/04/12 | Verifiable CPD activity | 1.5 |
FPI22011506 | Allan Gray (Pty) Ltd | Allan Gray GEPF workshop: Session 2 | 2022/04/22 till 2023/04/21 | Verifiable CPD activity | 2.5 |
FPI22011505 | Allan Gray (Pty) Ltd | Allan Gray GEPF Training - Beginner / Intermediate: Session 1 | 2022/02/25 till 2023/02/24 | Verifiable CPD activity | 3.5 |
FPI22011503 | Allan Gray (Pty) Ltd | Allan Gray Quarterly Commentary - Quarter 1 - 2022 | 2022/04/26 till 2023/04/25 | Verifiable CPD activity | 1.5 |
FPI22011502 | Allan Gray (Pty) Ltd | Allan Gray Quarterly Commentary - Quarter 4 - 2021 | 2022/01/27 till 2023/01/26 | Verifiable CPD activity | 1.5 |
FPI22011501 | Allan Gray (Pty) Ltd | Allan Gray Upington Industry Day - 09 March 2022 | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 1 |
FPI22011500 | Allan Gray (Pty) Ltd | ESG: The fundamentals vs the fads | 07 April 2022 | 2022/04/07 till 2023/04/06 | Verifiable CPD activity | 1 |
FPI22011499 | Allan Gray (Pty) Ltd | Allan Gray Tax update and retirement reform discussion | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 2 |
FPI22011464 | Sygnia Asset Management (Pty) Ltd | Economics and Markets Webinar January | 2022/01/24 till 2023/01/23 | Verifiable CPD activity | 0.5 |
FPI22011460 | VAPS Consultancy (Pty) Ltd | Policy Protection Rules | 2022/02/01 till 2023/01/31 | Verifiable CPD activity | 5 |
FPI22011459 | VAPS Consultancy (Pty) Ltd | Bribery and Corruption | 2022/07/25 till 2023/07/24 | Verifiable CPD activity | 5.5 |
FPI22011432 | Nedgroup Investments (Pty) Ltd | Core Perspective: The Passive allocation dilemma | 2022/05/11 till 2023/05/10 | Verifiable CPD activity | 0.5 |
FPI22011429 | Nedgroup Investments (Pty) Ltd | Investment Insights I Navigating geopolitical uncertainty | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 0.5 |
FPI22011428 | Nedgroup Investments (Pty) Ltd | Dave Foord: Be fearful when others are greedy, and greedy when others are fearful | 2022/03/17 till 2023/03/16 | Verifiable CPD activity | 0.5 |
FPI22011427 | Nedgroup Investments (Pty) Ltd | Multi-Manager Insights: Is 2022 a year of reversals? | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 1.5 |
FPI22011425 | Nedgroup Investments (Pty) Ltd | Inv Insights | What does the foreign investment limit increase mean for your portfolio construction? | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 0.5 |
FPI22011423 | Nedgroup Investments (Pty) Ltd | Budget Speech 2022: In conversation with Nicky Weimar – Can we rebuild? | 2022/02/24 till 2023/02/23 | Verifiable CPD activity | 1 |
FPI22011422 | Nedgroup Investments (Pty) Ltd | Select Insights: Seeing through the noise and there's a lot of it | 2022/02/23 till 2022/02/22 | Verifiable CPD activity | 0.5 |
FPI22011418 | Nedgroup Investments (Pty) Ltd | Responsible Investment Summit: Biodiversity at Risk | 2022/02/08 till 2023/02/07 | Verifiable CPD activity | 1 |
FPI22011416 | VAPS Consultancy (Pty) Ltd | General Code of Conduct | 2022/02/05 till 2023/02/04 | Verifiable CPD activity | 4 |
FPI22011415 | VAPS Consultancy (Pty) Ltd | Introduction to Short Term Insurance | 2022/02/01 till 2023/01/31 | Verifiable CPD activity | 6.5 |
FPI22011401 | REZCO Asset Management (Pty) Ltd | REZCO WEBINAR FEBRUARY 2022 | 2022/02/14 till 2023/02/13 | Verifiable CPD activity | 0.5 |
FPI22011390 | Moonstone Business School of Excellence (Pty) Ltd | Moonstone Monitor - Bulk Newsletter | 2022/02/05 till 2023/02/04 | Verifiable CPD activity | 0.5 |
FPI22011378 | FPI Centre for Professional Development a division of FPI NPC | Records of Advice and Single Needs Session 2 Webinar | 2022/02/15 till 2023/02/14 | Verifiable CPD activity | 1 |
FPI22011377 | FPI Centre for Professional Development a division of FPI NPC | SA investor behavioural archetypes Webinar | 2022/02/09 till 2023/02/08 | Verifiable CPD activity | 1 |
FPI22011376 | The Institute of Health Risk Managers (Pty) Ltd | Update on Covid- 19 and its impact on medical schemes and the workplace 2022 | 2022/02/11 till 2023/02/10 | Verifiable CPD activity | 2.5 |
FPI22011374 | Elite Wealth (Pty) Ltd | Business Needs Analysis Training | 2022/01/26 till 2023/01/25 | Verifiable CPD activity | 1 |
FPI22011372 | Elite Wealth (Pty) Ltd | Elite Wealth Financial Planning Software Training | 2022/01/24 till 2023/01/23 | Verifiable CPD activity | 4.5 |
FPI22011371 | Elite Wealth (Pty) Ltd | Elite Wealth Administration Software Training | 2022/01/24 till 2023/01/23 | Verifiable CPD activity | 4 |
FPI22011370 | Moonstone Business School of Excellence (Pty) Ltd | Understanding POPIA | 2022/03/01 till 2023/05/31 | Verifiable CPD activity | 4 |
FPI22011369 | Moonstone Business School of Excellence (Pty) Ltd | Understanding, reading and interpreting financial statements | 2022/02/01 till 2023/01/31 | Verifiable CPD activity | 5 |
FPI22011368 | Moonstone Business School of Excellence (Pty) Ltd | Moonstone Investment Indicators | 2022/02/12 till 2023/02/11 | Verifiable CPD activity | 0.5 |
FPI22011367 | Discovery Central Services (Pty) Ltd | Discovery Retirement Funds and RisCura Investment Update webinar (Quarter 4) | 2022/02/16 till 2023/02/15 | Verifiable CPD activity | 1.5 |
FPI22011365 | Discovery Central Services (Pty) Ltd | Discovery Retirement Funds and Ninety One Investment Update webinar (Quarter 4) | 2022/02/09 till 2023/02/08 | Verifiable CPD activity | 2 |
FPI22011362 | Marriott Asset Management (Pty)Ltd | Marriott Roadshow Presentation Part 2 | 2022/03/02 till 2023/03/01 | Verifiable CPD activity | 0.5 |
FPI22011360 | Marriott Asset Management (Pty)Ltd | Marriott Roadshow Presentation Part 1 | 2022/02/08 till 2023/02/07 | Verifiable CPD activity | 1 |
FPI22011357 | Anchor Group Limited | Where the money will be made 1Q22 Webinar | 2022/01/21 till 2023/01/20 | Verifiable CPD activity | 1.5 |
FPI22011355 | The Sherq Centre of Excellence (Pty) Ltd | Cyber Security | 2022/01/19 till 2023/01/18 | Verifiable CPD activity | 5 |
FPI22011354 | The Sherq Centre of Excellence (Pty) Ltd | Artificial Intelligence Phase 1 and 2 | 2022/01/19 till 2023/01/18 | Verifiable CPD activity | 8 |
FPI22011351 | Intuition Publishing Ltd | Risk Management for Asset Managers | 2022/01/24 till 2023/01/23 | Verifiable CPD activity | 6 |
FPI22011350 | Intuition Publishing Ltd | Income and Finance | 2022/01/24 till 2023/01/23 | Verifiable CPD activity | 11 |
FPI22011348 | Intuition Publishing Ltd | Credit Manager | 2022/01/24 till 2023/01/23 | Verifiable CPD activity | 14.5 |
FPI22011347 | STANLIB Wealth Management (Pty) Ltd | Investing for Income in 2022 | 2022/01/19 till 2023/01/18 | Verifiable CPD activity | 1 |
FPI22011346 | Intuition Publishing Ltd | FinTech 2 | 2022/01/24 till 2023/01/23 | Verifiable CPD activity | 7.5 |
FPI22011345 | Intuition Publishing Ltd | FinTech 1 | 2022/01/24 till 2023/01/23 | Verifiable CPD activity | 1 |
FPI22011343 | Intuition Publishing Ltd | Quant Expert | 2022/01/24 till 2023/01/23 | Verifiable CPD activity | 8 |
FPI22011341 | AC Develop (Pty) Ltd | Electrical Contractors Liability Risks | 2022/03/01 till 2023/02/28 | Verifiable CPD activity | 1 |
FPI22011340 | AC Develop (Pty) Ltd | A Case for South Africa | 2022/02/01 till 2023/01/31 | Verifiable CPD activity | 1.5 |
FPI22011337 | eSTUDY (Pty) Ltd | Fundamentals of Corporate Governance | 2022/01/31till 2023/01/30 | Verifiable CPD activity | 2.5 |
FPI22011336 | eSTUDY (Pty) Ltd | FAIS General Code of Conduct | 2022/01/31till 2023/01/30 | Verifiable CPD activity | 3 |
FPI22011335 | AC Develop (Pty) Ltd | FIA AGM - Psychology of Wealth | 2022/01/20 till 2023/01/19 | Verifiable CPD activity | 1 |
FPI21120337 | Momentum a division of MMI Holdings | Moments with our Investment Gurus | 17 March 2022 till 16 March 2023 | Verifiable CPD activity | 1.5 |
FPI21120336 | Discovery Central Services (Pty) Ltd | Risk management: Yard storage, theft prevention and building and electrical maintenance | 01 March 2022till 28 Feb 2023 | Verifiable CPD activity | 1.5 |
FPI21120335 | PPS Insurance Company Limited | Advanced Investments program | 01 March 2022 till 28 Feb 2023 | Verifiable CPD activity | 5 |
FPI21120334 | Ninety One SA (Pty) Ltd | Taking Stock Summer 2022 | 16 Feb 2022 till 01 March 2022 | Verifiable CPD activity | 1.5 |
FPI21120333 | PPS Academy, a division of PPS Insurance (Pty) Ltd | Class of Business Training: Short Term Insurance Personal Lines | 01 April 2022 till 31 March 2023 | Verifiable CPD activity | 10 |
FPI21120332 | PPS Academy, a division of PPS Insurance (Pty) Ltd | Class of Business Training: Commercial Insurance Personal Lines | 01 April 2022 till 31 March 2023 | Verifiable CPD activity | 10 |
FPI21120331 | PPS Academy, a division of PPS Insurance (Pty) Ltd | Budget Speech Review 2022 | 24 Feb 2022 till 23 Feb 2023 | Verifiable CPD activity | 1.5 |
FPI21120330 | PPS Academy, a division of PPS Insurance (Pty) Ltd | CPD Renewal for Fundamentals of Financial Planning: Retirement Planning. | 01 April 2022 till 31 March 2023 | Verifiable CPD activity | 10 |
FPI21120325 | Momentum a division of MMI Holdings | Momentum Connect Edition 6. | 07-Mar-22 | Verifiable CPD activity | 1 |
FPI21120324 | Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo | WORLDWIDE WILLS AND DEALING WITH OFFSHORE ASSETS 2021 | 21 August 2021 - 21 August 2022 | Verifiable CPD activity | 1 |
FPI21120323 | Morningstar Investment Management South Africa (Pty) Ltd | Monthly Market Review/Update February 2022 | 04-Feb-22 | Verifiable CPD activity | 0.5 |
FPI21120322 | Morningstar Investment Management South Africa (Pty) Ltd | Investment Committee Portfolio Review and Market Update. | 21 January 2022 - 15 February 2022 | Verifiable CPD activity | 1 |
FPI21120321 | FNB Stock Broking and Portfolio Management (Pty) Ltd | 16 Feb 2022 Investment Meeting - Global Growth | 16-Feb-22 | Verifiable CPD activity | 1.5 |
FPI21120320 | FNB Stock Broking and Portfolio Management (Pty) Ltd | 09 Feb 2022 Investment Meeting - Listed Property | 09-Feb-22 | Verifiable CPD activity | 1 |
FPI21120319 | FNB Stock Broking and Portfolio Management (Pty) Ltd | 19 Jan 2022 Investment Meeting - SA Global and Macro Thoughts | 19-Jan-22 | Verifiable CPD activity | 2 |
FPI21120318 | Ninety One SA (Pty) Ltd | Masterclass series, Part 2 & 3 (10 Feb) | 10-Feb-22 | Verifiable CPD activity | 1 |
FPI21120317 | Discovery Central Services (Pty) Ltd | Cyber Risk | 01 March 2022 - 01 March 2023 | Verifiable CPD activity | 1 |
FPI21120316 | Discovery Central Services (Pty) Ltd | New Application: How pension funds need to invest members assets | 01 March 2022 - 01 March 2023 | Verifiable CPD activity | 1 |
FPI21120315 | Momentum, a divison of MMI Holdings | FICAA Module 8 | 14 March 2022 till 13 March 2023 | Verifiable CPD activity | 1.5 |
FPI21120314 | Old Mutual Personal Finance | IFA Association bi-weekly webinar | 01-Mar-22 | Verifiable CPD activity | 1 |
FPI21120312 | Investec Bank Limited | Macro Monday – Economic & Market Update | Every Monday from 1 July 2022 31 July 2022 | Verifiable CPD activity | 2.5 |
FPI21120311 | Investec Bank Limited | Macro Monday – Economic & Market Update | Every Monday from 1 June 2022 30 June 2022 | Verifiable CPD activity | 2.5 |
FPI21120310 | Investec Bank Limited | Macro Monday – Economic & Market Update | Every Monday from 1 May 2022 31 May 2022 | Verifiable CPD activity | 2.5 |
FPI21120309 | Discovery Central Services (Pty) Ltd | Renewal: Mental wellbeing | 01 February 2022 – 31 January 2023 | Verifiable CPD activity | 2 |
FPI21120308 | Discovery Central Services (Pty) Ltd | Renewal: Advancements in telemedicine | 01 February 2022 – 31 January 2023 | Verifiable CPD activity | 1 |
FPI21120307 | Discovery Central Services (Pty) Ltd | Renewal: Ensuring your clients have sufficient maternity cover | 01 February 2022 – 31 January 2023 | Verifiable CPD activity | 1 |
FPI21120306 | Discovery Central Services (Pty) Ltd | Renewal: Medical inflation and how it is calculated | 01 February 2022 – 31 January 2023 | Verifiable CPD activity | 1 |
FPI21120305 | Discovery Central Services (Pty) Ltd | COVID and the way forward | 01 February 2022 – 31 January 2023 | Verifiable CPD activity | 1 |
FPI21120304 | Discovery Central Services (Pty) Ltd | Renewal: Understanding life insurance premiums | 01 February 2022 – 31 January 2023 | Verifiable CPD activity | 0.5 |
FPI21120303 | Discovery Central Services (Pty) Ltd | An insurer’s risk appetite and the role of underwriting | 01 February 2022 – 31 January 2023 | Verifiable CPD activity | 1.5 |
FPI21120302 | Discovery Central Services (Pty) Ltd | Machine learning in short-term insurance | 01 February 2022 – 31 January 2023 | Verifiable CPD activity | 1 |
FPI21120301 | Old Mutual Personal Finance | Financial planning for the future event | 24-Feb-22 | Verifiable CPD activity | 1 |
FPI21120300 | Momentum a division of MMI Holdings | MFP Outcome Matters March 2022 | 1 March 2022 - 28 February 2023 | Verifiable CPD activity | 1 |
FPI21120299 | Momentum a division of MMI Holdings | Business Assurance Refresher Part 2 | 1 February 2022 - 31 January 2023 | Verifiable CPD activity | 1.5 |
FPI21120298 | Momentum a division of MMI Holdings | Business Assurance Refresher Part 1 | 1 February 2022 - 31 January 2023 | Verifiable CPD activity | 2 |
FPI21120297 | Discovery Central Services (Pty) Ltd | Foreign exchange (forex) | 01 February 2022 - 01 February 2023 | Verifiable CPD activity | 1.5 |
FPI21120296 | Ninety One SA (Pty) Ltd | Masterclass series, Part 3 | 10-Feb-22 | Verifiable CPD activity | 1.5 |
FPI21120295 | Old Mutual Wealth | Integrated Behavioural Coaching Course (IBCC) | 1 March 2022 – 28 February 2023 | Verifiable CPD activity | 52.5 |
FPI21120294 | Old Mutual Wealth | Goal Setting Workshop Module 1 | 01-Jan | Verifiable CPD activity | 2 |
FPI21120293 | Liberty Group Limited | Lifestyle Protector & Covid Update webinar | 31-Jan-22 | Verifiable CPD activity | 0.5 |
FPI21120292 | Allan Gray (Pty) Ltd | Allan Gray webinar | Perspectives and Positioning for 2022 | 10 February 2022 | 17-Feb-22 | Verifiable CPD activity | 1 |
FPI21120291 | Momentum Consultants & Actuaries | MCA Consultants Forum | 28-Jan-22 | Verifiable CPD activity | 0.5 |
FPI21120290 | Ninety One SA (Pty) Ltd | Masterclass series, Part 2 | 03-Feb-22 | Verifiable CPD activity | 1 |
FPI21120286 | PPS Financial Advisory, a division of PPS Insurance Company Limited | ASE Conference | 17 February 2022 - 18 February 2022 | Verifiable CPD activity | 4.5 |
FPI21120285 | ABSA Group Limited | Absa Healthcare Conference 2022 | 09 February 2022 & 10 February 2022 | Verifiable CPD activity | 8 |
FPI21120283 | Discovery Central Services (Pty) Ltd | Discovery Estate Planning Conference 2022-“It’s all about offshore” | 18 May 2022 - 18 May 2023 | Verifiable CPD activity | 5 |
FPI21120280 | Ninety One SA (Pty) Ltd | Masterclass series, Part 1 | 27-Jan-22 | Verifiable CPD activity | 1 |
FPI21120279 | Alexander Forbes Financial Services (Pty) Ltd | Retirement Savvy – February 2022 | 04-Feb-22 | Verifiable CPD activity | 2 |
FPI21120278 | Alexander Forbes Financial Services (Pty) Ltd | External Independent Financial Adviser session: Economics update– February 2022 | 01-Feb-22 | Verifiable CPD activity | 1.5 |
FPI21120277 | Allan Gray (Pty) Ltd | Allan Gray Fund provider February 2022: Local and offshore platform showcase | 01 February 2022 & 02 February 2022 | Verifiable CPD activity | 5 |
FPI21120276 | Momentum a division of MMI Holdings | Sales Guru Talk with Marc Keating | 25 Janury 2022 - 24 January 2023 | Verifiable CPD activity | 1 |
FPI21120275 | Momentum, a divison of MMI Holdings | Financial Intelligence Centre Act (FICA) Module 7 | 01 February 2022 - 31 January 2023 | Verifiable CPD activity | 1 |
FPI21120273 | Ninety One SA (Pty) Ltd | Insights webinar | 20-Jan-22 | Verifiable CPD activity | 1 |
FPI21120272 | Investec Bank Limited | Schroder’s Global Energy Transition Update | 11-Feb-22 | Verifiable CPD activity | 1 |
FPI21120270 | Asset TV (Pty) Ltd | RETIREMENT BENEFITS CONSULTING I MASTERCLASS | 31 January 2022 - 30 January 2023 | Verifiable CPD activity | 0.5 |
FPI21120263 | Old Mutual Personal Finance | Estate Planning 2022 | 01 February 2022 - 31 January 2023 | Verifiable CPD activity | 7.5 |
FPI21120262 | Old Mutual Personal Finance | Social Media for Financial Professionals 2022 | 01 February 2022 - 31 January 2023 | Verifiable CPD activity | 1 |
FPI21120261 | Moonstone Business School of Excellence (Pty) Ltd | Personal Financial Management and Budgeting | 30 November 2021 - 20 November 2022 | Verifiable CPD activity | 2.5 |
FPI21120260 | Moonstone Business School of Excellence (Pty) Ltd | Introduction to Ethics | 30 November 2021 - 20 November 2022 | Verifiable CPD activity | 3 |
FPI21120259 | Liberty Group Limited | Client Engagements & Annual Reviews | 03 February 2022 - 02 February 2023 | Verifiable CPD activity | 2.5 |
FPI21120256 | Institute of Retirement Funds Africa NPC | IRFA 2021 NOVEMBER ANNUAL CONFERENCE | The Retirement Industry Beyond COVID – Lessons For A New World | 08 November 2021 - 11 November 2021 | Verifiable CPD activity | 8 |
FPI21120255 | Morningstar Investment Management South Africa (Pty) Ltd | Managed Portfolio Review | 28-Jan-22 | Verifiable CPD activity | 0.5 |
FPI21120254 | PS Academy, a division of PPS Insurance Ltd | The PPS Sales Convention: Day 3 | 21-Jan-22 | Verifiable CPD activity | 2 |
FPI21120253 | PPS Academy, a division of PPS Insurance (Pty) Ltd | The PPS Sales Convention: Day 2 | 20-Jan-22 | Verifiable CPD activity | 2 |
FPI21120252 | PPS Academy, a division of PPS Insurance (Pty) Ltd | The PPS Sales Convention: Day 1 | 19-Jan-22 | Verifiable CPD activity | 2 |
FPI21120249 | Towers Watson (Pty) Ltd | Consultancy Forum [January 2022] | 26-Jan-22 | Verifiable CPD activity | 2.5 |
FPI21120244 | Coronation Management Company (Pty) Ltd | Conversations with Coronation: Kick off 2022 | 19 January 2022 - 19 January 2023 | Verifiable CPD activity | 1 |
FPI21120243 | Discovery Central Services (Pty) Ltd | Budget 2022 | 24 February 2022 - 24 February 2023 | Verifiable CPD activity | 1 |
FPI21120242 | Liberty Group Limited | QUARTERLY ECONOMIC UPDATE - Q1 2022 | 02-Feb-22 | Verifiable CPD activity | 1 |
FPI21120241 | Investec Bank Limited | UK resident, non-domiciled proposition | 23 and 24 February 2022 | Verifiable CPD activity | 4.5 |
FPI21120240 | Investec Bank Limited | Investec World Axis Conference | 01 February 2022 – 30 April 2022 | Verifiable CPD activity | 3 |
FPI21120239 | Asset TV (Pty) Ltd | SA LOCAL ELECTIONS – THE CONSTRITUTIONAL COURT’S JUDGEMENT AND ITS IMPACT ON REPRESENTATION | 05 November 2021 | Verifiable CPD activity | 0.5 |
FPI21120238 | Asset TV (Pty) Ltd | UNPACKING THE MUNICIPAL ELECTION RESULTS | 05 November 2021 | Verifiable CPD activity | 1 |
FPI21120237 | Asset TV (Pty) Ltd | RMB I Private sector investment in public infrastructure, a conversation with Infrastructure Fund | 29 October 2021 | Verifiable CPD activity | 1 |
FPI21120236 | Asset TV (Pty) Ltd | EXPLORING JUST ENERGY TRANSITION WITH ESKOM’S MANDY RAMBHAROS | 03 December 2021 | Verifiable CPD activity | 0.5 |
FPI21120235 | PSG Wealth Financial Planning (Pty) Ltd Bellville | Fire Protection: Module 11 | 01 February 2022 – 31 January 2023 | Verifiable CPD activity | 0.5 |
FPI21120234 | PSG Wealth Financial Planning (Pty) Ltd Bellville | Fire Protection: Module 10 | 01 February 2022 – 31 January 2023 | Verifiable CPD activity | 0.5 |
FPI21120233 | PSG Wealth Financial Planning (Pty) Ltd Bellville | Fire Protection: Module 9 | 01 February 2022 – 31 January 2023 | Verifiable CPD activity | 1 |
FPI21120232 | PSG Wealth Financial Planning (Pty) Ltd Bellville | Fire Protection: Module 8 | 01 February 2022 – 31 January 2023 | Verifiable CPD activity | 0.5 |
FPI21120231 | PSG Wealth Financial Planning (Pty) Ltd Bellville | Short-term Insurance: Commercial Lines | 01 February 2022 – 31 January 2023 | Verifiable CPD activity | 1.5 |
FPI21120230 | PSG Wealth Financial Planning (Pty) Ltd Bellville | Fire Protection: Module 6 | 01 February 2022 – 31 January 2023 | Verifiable CPD activity | 1 |
FPI21120229 | PSG Wealth Financial Planning (Pty) Ltd Bellville | Fire Protection Module 5 - An overview of SANS 10400 Part A: occupancy classification, building plans, limitation in storage of flammable liquids | 01 February 2022 – 31 January 2023 | Verifiable CPD activity | 1.5 |
FPI21120228 | PSG Wealth Financial Planning (Pty) Ltd Bellville | Fire Protection Module 4 - An overview of the Fire Protection National Building Regulations | 01 February 2022 – 31 January 2023 | Verifiable CPD activity | 1 |
FPI21120227 | PSG Wealth Financial Planning (Pty) Ltd Bellville | Fire Protection: Module 3 - An overview of SANS 10400, its history, scope and application | 01 February 2022 – 31 January 2023 | Verifiable CPD activity | 1 |
FPI21120226 | PSG Wealth Financial Planning (Pty) Ltd Bellville | Fire Protection: Module 2 - Basic chemistry of fire, fire classes, fire spread mechanisms and relevant terminology | 01 February 2022 – 31 January 2023 | Verifiable CPD activity | 2 |
FPI21120225 | PSG Wealth Financial Planning (Pty) Ltd Bellville | Fire Protection: Module 1: Overview of fire legislation in South Africa | 01 February 2022 – 31 January 2023 | Verifiable CPD activity | 2 |
FPI21120224 | PSG Wealth Financial Planning (Pty) Ltd Bellville | Summer Update 2021 9-23 Nov '21 | 09 November 2021 - 23 November 2021 | Verifiable CPD activity | 0.5 |
FPI21120223 | PSG Wealth Financial Planning (Pty) Ltd Bellville | Key client events with Max du Preez | 29 November 2021 - 03 December 2022 | Verifiable CPD activity | 1 |
FPI21120220 | Standard Bank of South Africa Ltd | IMF Policy Maker /Investor Meetings - Kenya - Nan Li | 11 October 2021 - 14 October 2021 | Verifiable CPD activity | 1 |
FPI21120219 | Standard Bank of South Africa Ltd | IMF Policy Maker /Investor Meetings - Kenya - Julia Muia | 11 October 2021 - 14 October 2021 | Verifiable CPD activity | 1 |
FPI21120218 | Standard Bank of South Africa Ltd | IMF Policy Maker /Investor Meetings - Namibia - Johannes Gawaxab | 11 October 2021 - 14 October 2021 | Verifiable CPD activity | 1 |
FPI21120217 | Standard Bank of South Africa Ltd | IMF Policy Maker /Investor Meetings - Uganda- Michael Atingi | 11 October 2021 - 14 October 2021 | Verifiable CPD activity | 1 |
FPI21120216 | Standard Bank of South Africa Ltd | IMF Policy Maker /Investor Meetings - Nigeria - Jesmin Rahman | 11 October 2021 - 14 October 2021 | Verifiable CPD activity | 1 |
FPI21120215 | Standard Bank of South Africa Ltd | IMF Policy Maker /Investor Meetings - Egypt - Rami Abul Naga | 11 October 2021 - 14 October 2021 | Verifiable CPD activity | 1 |
FPI21120214 | Standard Bank of South Africa Ltd | IMF Policy Maker /Investor Meetings - Kenya (Alex Sienaert) | 11 October 2021 - 14 October 2021 | Verifiable CPD activity | 1 |
FPI21120213 | Standard Bank of South Africa Ltd | IMF Policy Maker /Investor Meetings - Nigeria - Marco Hernandez | 11 October 2021 - 14 October 2021 | Verifiable CPD activity | 1 |
FPI21120212 | ABSA Group Limited | SA Macro Roadshow - Peter Worthington: The long wait for growthboosting reform. | 11 November 2021 - 07 December 2021 | Verifiable CPD activity | 1 |
FPI21120211 | Standard Bank of South Africa Ltd | Informal Trading post COVID-19 and civil unrest webinar with GG Alcock | 26 October 2021 | Verifiable CPD activity | 1 |
FPI21120210 | Standard Bank of South Africa Ltd | Webinar with Neil Brimacombe of Consumer Rock International on SA FMCG and Food Retail landscape | 24 August 2021 | Verifiable CPD activity | 0.5 |
FPI21120209 | Standard Bank of South Africa Ltd | Group call with Rui Ma, Founder of Tech Buzz China | 17 November 2021 | Verifiable CPD activity | 1 |
FPI21120208 | Standard Bank of South Africa Ltd | Jeremy Stevens webinar, 30 Nov 21 | 11 – 14 October 2021 | Verifiable CPD activity | 1 |
FPI21120207 | Standard Bank of South Africa Ltd | IMF Angola | 11 – 14 October 2021 | Verifiable CPD activity | 1 |
FPI21120206 | Standard Bank of South Africa Ltd | IMF Uganda | 11 – 14 October 2021 | Verifiable CPD activity | 1 |
FPI21120205 | Standard Bank of South Africa Ltd | IMF Policy Maker/Investor meetings – Kenya – Mary Goodman | 11 – 14 October 2021 | Verifiable CPD activity | 1 |
FPI21120204 | Standard Bank of South Africa Ltd | IMF Bank of Ghana | 11 – 14 October 2021 | Verifiable CPD activity | 1 |
FPI21120203 | Standard Bank of South Africa Ltd | Ministry of Finance Egypt | 11 – 14 October 2021 | Verifiable CPD activity | 1 |
FPI21120202 | Standard Bank of South Africa Ltd | Standard Bank IMF Policy Maker/Investor meetings | 11 – 14 October 2021 | Verifiable CPD activity | 1 |
FPI21120201 | Old Mutual Personal Finance | Employing Technology in Your Practice 2022 | 1 February 2022 – 1 January 2023 | Verifiable CPD activity | 2 |
FPI21120200 | Old Mutual Personal Finance | 7 Habits to build a legendary financial services Practice | 01 February 2022 - 01 January 2023 | Verifiable CPD activity | 1 |
FPI21120199 | PPS Academy, a division of PPS Insurance (Pty) Ltd | Sales Resilience | 01 March 2022 - 28 February 2023 | Verifiable CPD activity | 13 |
FPI21120198 | PPS Academy, a division of PPS Insurance (Pty) Ltd | Fundamentals of Financial Planning : Risk Planning (Face-to-face) | 01 March 2022 - 28 February 2023 | Verifiable CPD activity | 4.5 |
FPI21120197 | PPS Academy, a division of PPS Insurance (Pty) Ltd | Fundamentals of Financial Planning : Risk Planning (Online) | 01 March 2022 - 28 February 2023 | Verifiable CPD activity | 5.5 |
FPI21120196 | PPS Academy, a division of PPS Insurance (Pty) Ltd | Presentation excellence renewal | 01 March 2022 - 28 February 2023 | Verifiable CPD activity | 22.5 |
FPI21120195 | PPS Academy, a division of PPS Insurance (Pty) Ltd | Ethics Renewal | 01 March 2022 - 28 February 2023 | Verifiable CPD activity | 2 |
FPI21120194 | PPS Academy, a division of PPS Insurance (Pty) Ltd | Compliance Renewal | 01 February 2022 - 31 January 2023 | Verifiable CPD activity | 6 |
FPI21120193 | PPS Academy, a division of PPS Insurance (Pty) Ltd | Introduction to Business Assurance (Face to Face) | 01 March 2022 - 28 February 2023 | Verifiable CPD activity | 5 |
FPI21120192 | PPS Academy, a division of PPS Insurance (Pty) Ltd | Introduction to Business Assurance (Online) | 01 March 2022 - 28 February 2023 | Verifiable CPD activity | 5 |
FPI21120191 | Sanlam Sky | Business Ethics | 01 January 2022 - 31 December 2022 | Verifiable CPD activity | 3 |
FPI21120190 | Alexander Forbes Financial Services (Pty) Ltd | AF Academy : Infinite possibilities for your practice | 01 January 2022 - 31 December 2022 | Verifiable CPD activity | 11 |
FPI21120188 | Investec Bank Limited | Macro Monday - Economic and Market Update March | 01 March 2022 - 31 March 2022 | Verifiable CPD activity | 2.5 |
FPI21120187 | Investec Bank Limited | Macro Monday - Economic and Market Update April | 01 April 2022 - 30 April 2022 | Verifiable CPD activity | 2.5 |
FPI21120186 | Discovery Central Services (Pty) Ltd | Life Cycle of retirement planning | 01 November 2021 - 31 October 2022 | Verifiable CPD activity | 1 |
FPI21120185 | Discovery Central Services (Pty) Ltd | The Long term industry: Risk Management, underwriting, nondisclosure and Misinterpretetion | 01 December 2021 - 30 November 2022 | Verifiable CPD activity | 1 |
FPI21120184 | Discovery Central Services (Pty) Ltd | The Importance of having medical aid when you have children | 01 December 2021 - 30 November 2022 | Verifiable CPD activity | 1 |
FPI21120183 | Discovery Central Services (Pty) Ltd | The project cost of covid19 on the medical aid scheme Industry | 01 December 2021 - 30 November 2022 | Verifiable CPD activity | 1 |
FPI21120182 | Discovery Central Services (Pty) Ltd | Financial Crime | 01 November 2021 - 31 October 2022 | Verifiable CPD activity | 1 |
FPI21120181 | Discovery Central Services (Pty) Ltd | Risk Engineering for commercial insurance | 01 December 2021 - 30 November 2022 | Verifiable CPD activity | 1 |
FPI21120179 | Old Mutual Wealth | Anti-Money Laundering Role Based Training: Enhanced Due Diligence | 01st November 2021 – 01st November 2022 | Verifiable CPD Activity | 1 |
FPI21120178 | Old Mutual Wealth | Anti-Money Laundering Role Based Training: Client Due Diligence | 01st November 2021 – 01st November 2022 | Verifiable CPD Activity | 1 |
FPI21120177 | Old Mutual Wealth | Anti-Money Laundering Role Based Training: Risk Based Approach toRisk Management 2022 | 01st November 2021 – 01st November 2022 | Verifiable CPD Activity | 1 |
FPI21120176 | Old Mutual Wealth | Anti-Money Laundering Role Based Training: Employee TrainingRequirements | 01st November 2021 – 01st November 2022 | Verifiable CPD Activity | 1 |
FPI21120175 | Old Mutual Wealth | Anti-Money Laundering Role Based Training: Old Mutual AML/CTF Governance | 01st November 2021 – 01st November 2022 | Verifiable CPD Activity | 1 |
FPI21120174 | Old Mutual Wealth | Anti-Money Laundering Role Based Training: Old Mutual Group Obligations | 01st November 2021 – 01st November 2022 | Verifiable CPD Activity | 1 |
FPI21120173 | Old Mutual Wealth | Anti-Money Laundering Role Based Training: Risk Based Approach to Risk Management | 01st November 2021 – 01st November 2022 | Verifiable CPD Activity | 1 |
FPI21120172 | Sanlam sky | Fundamentals of Financial Advisory | 01st November 2021 – 01st November 2022 | Verifiable CPD Activity | 1.5 |
FPI21120171 | Sanlam sky | Presentation Skills | 01st November 2021 – 01st November 2022 | Verifiable CPD Activity | 4 |
FPI21120170 | Sanlam Life Insurance Limited | Critical Conversations - The Future of Sustainability | 15th November 2021 – 15th November 2022 | Verifiable CPD Activity | 1.5 |
FPI21120167 | University of Free State | Renewal of CPD programme: Employee Benefits | 01st November 2021 – 31st October 2022 | Verifiable CPD Activity | 23 |
FPI21120166 | University of Free State | Renewal of CPD programme: Financial Coaching | 01 January 2021 – 31 December 2021 | Verifiable CPD Activity | 26 |
FPI21120165 | Foord Asset Management (Pty) Ltd | Mind of the Manager Foord Nov 2021 | 30th November 2021 | Verifiable CPD Activity | 0.5 |
FPI21120164 | Towers Watson (Pty) Ltd | Consultancy Forum Oct 2021 | 01 Oct 2021 till 30 Oct 2021 | Verifiable CPD activity | 1.5 |
FPI21120163 | Towers Watson (Pty) Ltd | Consultancy Forum Sept 2021 | 01 September 2021 till 30 September 2021 | Verifiable CPD activity | 1 |
FPI21120158 | Alexander Forbes Financial Services (Pty) Ltd | Economics and Market update 2021 Q3 | 31st August 2021 & 07th September 2021 | Verifiable CPD Activity | 1.5 |
FPI21120156 | AC Develop (Pty) Ltd | MUA Digital Literacy - ON1035888 | 01st December 2021 – 01st December 2022 | Verifiable CPD Activity | 1 |
FPI21120155 | AC Develop (Pty) Ltd | OCS Legal Update Nov/Dec 2021 | 01st December 2021 – 01st December 2022 | Verifiable CPD Activity | 1 |
FPI21120154 | AC Develop (Pty) Ltd | OCS Legal Update Oct 2021 | 01st December 2021 – 01st December 2022 | Verifiable CPD Activity | 1 |
FPI21120153 | AC Develop (Pty) Ltd | OCS Legal Update Sept 2021 | 01st December 2021 – 01st December 2022 | Verifiable CPD Activity | 1 |
FPI21120152 | AC Develop (Pty) Ltd | OCS Legal Update August 2021 | 01st December 2021 – 01st December 2022 | Verifiable CPD Activity | 1 |
FPI21120151 | AC Develop (Pty) Ltd | OCS Legal Update July 2021 - | 01st December 2021 – 01st December 2022 | Verifiable CPD Activity | 1 |
FPI21120150 | AC Develop (Pty) Ltd | GIB Africa Alliance Conference 2021 | 06th & 07th October 2021 | Verifiable CPD Activity | 5 |
FPI21120149 | AC Develop (Pty) Ltd | Hollard Insure Regional & COE Market Review - Nov 2021 | 02nd & 03rd November 2021 | Verifiable CPD Activity | 11 |
FPI21120147 | Sanlam sky | Party Due diligence course | 01 November 2021 till 31 October 2022 | Verifiable CPD activity | 1.5 |
FPI21120146 | Sanlam sky | Financial Planning Basics Course | 01 November 2021 till 31 October 2022 | Verifiable CPD activity | 7.5 |
FPI21120145 | Sanlam sky | Entrepreneurshp Course | 01 Dec 2021 till 30 Nov 2022 | Verifiable CPD activity | 3.5 |
FPI21120144 | Sanlam sky | Budgets and Financial Reports course | 01 Dec 2021 till 30 Nov 2022 | Verifiable CPD activity | 4.5 |
FPI21120143 | Old Mutual Wealth | AML General Awareness | 01 Dec 2021 till 30 Nov 2022 | Verifiable CPD activity | 1.5 |
FPI21120142 | Old Mutual Wealth | Anti-Money Laundering Role Based Training: Record Keeping | 01 Dec 2021 till 30 Nov 2022 | Verifiable CPD activity | 1 |
FPI21120141 | Old Mutual Wealth | Anti-Money Laundering Role Based Training: Statutory Reporting | 01 Dec 2021 till 30 Nov 2022 | Verifiable CPD activity | 1 |
FPI21120140 | Old Mutual Wealth | Anti-Money Laundering Role Based Training: Sanctions Screening | 01 Dec 2021 till 30 Nov 2022 | Verifiable CPD activity | 1 |
FPI21120139 | Old Mutual Wealth | Anti-Money Laundering Role Based Training: Prominent Person Screening | 01 Dec 2021 till 30 Nov 2022 | Verifiable CPD activity | 1 |
FPI21120138 | Old Mutual Wealth | Anti-Money Laundering Role Based Training: Ongoing Due Diligence | 01 Dec 2021 till 30 Nov 2022 | Verifiable CPD activity | 1 |
FPI21120136 | Alexander Forbes Financial Services (Pty) Ltd | Interpersonal Skills | 01 November 2021 till 30 October 2022 | Verifiable CPD activity | 5 |
FPI21120135 | Alexander Forbes Financial Services (Pty) Ltd | Legal - Technical Update 26 Nov 2021 | 26 November 2021 till 25 November 2022 | Verifiable CPD activity | 1 |
FPI21120134 | SAMBA ta Quality Group | Golden VISA Property Investment Programs | Understanding property and passive income and its benefits | 12th February 2021 – 12th February 2022 | Verifiable CPD Activity | 3.5 |
FPI21120133 | NBC Holdings (Pty) Ltd | FICA REFRESHER TRAINING | 10th November 2021 | Verifiable CPD activity | 3 |
FPI21120132 | STANLIB Wealth Management (Pty) Ltd | 1nvest Think Forum | 08th November 2021 | Verifiable CPD activity | 0.5 |
FPI21120131 | Ashburton Fund Managers Proprietary Limited | Ashburton Investments Informative Networking Lunch 2021 | 24th November 2021 – 02nd December 2021 | Verifiable CPD activity | 0.5 |
FPI21120130 | Chartered Financial Analyst Society of South Africa NPC | South Africa’s Equity Market Monthend Masterclass Jan 2022 | 26th January 2022 | Verifiable CPD activity | 1 |
FPI21120129 | Octomate Education (Pty) Ltd | Sinking Fund Policies (COB&CPD) | 01st December 2021 – 01st December 2022 | Verifiable CPD activity | 2.5 |
FPI21120128 | Octomate Education (Pty) Ltd | POPI Act (CPD) | 01st December 2021 – 01st December 2022 | Verifiable CPD activity | 3.5 |
FPI21120127 | Octomate Education (Pty) Ltd | Personal Lines Transportation Policy (COB&CPD) | 01st December 2021 – 01st December 2022 | Verifiable CPD activity | 3.5 |
FPI21120126 | Octomate Education (Pty) Ltd | PL Short-term Reinsurance Policies (COB&CPD) | 01st December 2021 – 01st December 2022 | Verifiable CPD activity | 3.5 |
FPI21120125 | Octomate Education (Pty) Ltd | Personal Lines Property Insurance (COB&CPD) | 01st December 2021 – 01st December 2022 | Verifiable CPD activity | 3.5 |
FPI21120124 | Octomate Education (Pty) Ltd | Personal Lines Motor Insurance (COB&CPD) | 01st December 2021 – 01st December 2022 | Verifiable CPD activity | 3.5 |
FPI21120123 | Octomate Education (Pty) Ltd | Personal Lines Miscellaneous Policies (COB&CPD) | 01st December 2021 – 01st December 2022 | Verifiable CPD activity | 4.5 |
FPI21120122 | Octomate Education (Pty) Ltd | PL Liability Policy (COB&CPD) | 01st December 2021 – 01st December 2022 | Verifiable CPD activity | 3.5 |
FPI21120121 | Octomate Education (Pty) Ltd | Personal Lines Accident and Health Insurance(COB&CPD) | 01st December 2021 – 01st December 2022 | Verifiable CPD activity | 3.5 |
FPI21120120 | Octomate Education (Pty) Ltd | Long Term Reinsurance Policies (COB&CPD) | 01st December 2021 – 01st December 2022 | Verifiable CPD activity | 3.5 |
FPI21120119 | Compliance Online (Pty) Ltd | FICA for Accountable Institutions | 01st November 2021 – 31st October 2022 | Verifiable CPD activity | 2.5 |
FPI21120118 | ABSA Group Limited | ABSA Fixed Income Roadshow | 16th – 30th November 2021 | Verifiable CPD activity | 1 |
FPI21120117 | Alexander Forbes Financial Services (Pty) Ltd | Quarterly Market and Economic Update - 6 December 2021 | 06 Dec 2021 till 05 Dec 2022 | Verifiable CPD activity | 1.5 |
FPI21120116 | Momentum, a divison of MMI Holdings | Policy Role-Players CPD Application | 01 Dec 2021 till 30 November 2022 | Verifiable CPD activity | 1.5 |
FPI21120115 | Old Mutual Personal Finance | AML Awareness: Overview of Anti Money Laundering, Counter-Terrorist Financing 2022 | 01 Dec 2021 till 30 November 2022 | Verifiable CPD activity | 0.5 |
FPI21120114 | AC Develop (Pty) Ltd | Cyber Trends Outlook 2022 | 01 Dec 2021 till 30 November 2022 | Verifiable CPD activity | 1 |
FPI21120113 | AC Develop (Pty) Ltd | D&O Liability Market Review | 01 Dec 2021 till 30 November 2022 | Verifiable CPD activity | 1 |
FPI21120112 | AC Develop (Pty) Ltd | AON Global Risk Report 2021 | 01 Dec 2021 till 30 November 2022 | Verifiable CPD activity | 6.5 |
FPI21120111 | AC Develop (Pty) Ltd | Sigma Global Insurance Outlook 2022 - | 01 Dec 2021 till 30 November 2022 | Verifiable CPD activity | 3 |
FPI21120110 | AC Develop (Pty) Ltd | Marine Industry Outlook | 01 Dec 2021 till 30 November 2022 | Verifiable CPD activity | 1.5 |
FPI21120109 | CoreShares Asset Management (Pty) Ltd | Global Equity Webinar | 19-Jan-22 | Verifiable CPD activity | 1 |
FPI21120108 | Moonstone Business School of Excellence (Pty) Ltd | Short-term Insurance Assessments and Validation of Claims | 01 Jan 2022 till 31 December 2022 | Verifiable CPD activity | 6 |
FPI21120107 | Moonstone Business School of Excellence (Pty) Ltd | Self-mastery | 01 Jan 2022 till 31 December 2022 | Verifiable CPD activity | 5.5 |
FPI21120106 | Moonstone Business School of Excellence (Pty) Ltd | Introduction to Short-term Insurance | 01 Jan 2022 till 31 December 2022 | Verifiable CPD activity | 5.5 |
FPI21120105 | NBC Holdings (Pty) Ltd | FAIS General Code of Conduct Training | 06 Dec 2021 till 05 Dec 2022 | Verifiable CPD activity | 3 |
FPI21120103 | Old Mutual Wealth | Weekly Investment Committee and Stock Selection meeting December 2021 | 01st, 08th,15th, 22nd, & 29th December 2021 | Verifiable CPD activity | 10 |
FPI21120102 | Octomate Education (Pty) Ltd | Pension Fund Benefits Programme (COB&CPD) | 01st December 2021 – 01st December 2022 | Verifiable CPD activity | 3.5 |
FPI21120101 | Octomate Education (Pty) Ltd | NCA Programme (CPD) | 01st December 2021 – 01st December 2022 | Verifiable CPD activity | 2.5 |
FPI21120100 | Octomate Education (Pty) Ltd | Motor Fleet Management (CPD) | 01st December 2021 – 01st December 2022 | Verifiable CPD activity | 2.5 |
FPI21120099 | Momentum, a divison of MMI Holdings | Quarterly Outlook Presentation 09 Dec 2021 | 09 Dec 2021 till 08 Dec 2022 | Verifiable CPD activity | 2.5 |
FPI21120098 | Captains and Coaches (Pty) Ltd | Investment FNA for Trusts and Institutions Workshop | 1 November 2021 to 31 Oct 2022 | Verifiable CPD activity | 3 |
FPI21120097 | Octomate Education (Pty) Ltd | Life Risk Policies | 01 December 2021 – 30 November 2022 | Verifiable CPD activity | 3.5 |
FPI21120096 | Octomate Education (Pty) Ltd | Life Investment Policies (COB) | 01 December 2021 – 30 November 2022 | Verifiable CPD activity | 3.5 |
FPI21120095 | Octomate Education (Pty) Ltd | Life Insurance: Assistance Policies | 01 December 2021 – 30 November 2022 | Verifiable CPD activity | 3.5 |
FPI21120094 | Octomate Education (Pty) Ltd | Insurance Telematics: A gamechanger | 01 December 2021 – 30 November 2022 | Verifiable CPD activity | 2.5 |
FPI21120093 | Octomate Education (Pty) Ltd | Fund Policies Renewal | 01 December 2021 – 30 November 2022 | Verifiable CPD activity | 3.5 |
FPI21120092 | Octomate Education (Pty) Ltd | FICA | 01 December 2021 – 30 November 2022 | Verifiable CPD activity | 3.5 |
FPI21120091 | Nedbank Limited | Client Connectedness Programme | 01st February 2022 – 01st February 2023 | Verifiable CPD activity | 14 |
FPI21120090 | ICTS Legal Services (Pty) Ltd | NMG Legal Forum 20 Oct 2021 | 20th October 2021 | Verifiable CPD activity | 2 |
FPI21120089 | Sanlam Life Insurance Limited | House View event -12 October 2021 | 12th October 2021 | Verifiable CPD activity | 1.5 |
FPI21120088 | Sanlam Life Insurance Limited | SATRIX - SUSTAINABLE INVESTING – The rise of sustainable indexing 17 November 2021 | 17th November 2021 | Verifiable CPD activity | 0.5 |
FPI21120087 | Sanlam Life Insurance Limited | Interface House View Committee Inflation Themes SA Context | 23rd November 2021 | Verifiable CPD activity | 1.5 |
FPI21120086 | Sanlam Life Insurance Limited | GWM Feedback Session Q2 ( 12 August ) | 12th August 2021 | Verifiable CPD activity | 1 |
FPI21120085 | MitonOptimal South Africa (Pty) Ltd | Global Macro Overview Webinar (22 November 2021) | 22nd November 2021 | Verifiable CPD activity | 1.5 |
FPI21120083 | Affinity Business School (Pty) Ltd | Overview & Requirements of the Financial Intelligence Centre Act. | 01st December 2021 – 01st December 2022 | Verifiable CPD activity | 1.5 |
FPI21120082 | Momentum, a divison of MMI Holdings | Sharon Hamman - Investing Offshore | 01st December 2021 – 01st December 2022 | Verifiable CPD activity | 2 |
FPI21120081 | ICTS Legal Services (Pty) Ltd | Mentova Legal Forum 0612 | 19th May 2021 | Verifiable CPD activity | 2 |
FPI21120080 | Octomate Education (Pty) Ltd | Exploring the Impact of Technology, Innovation, and BlockChain on commercial lines | 01 Dec 2021 till 30 Nov 2022 | Verifiable CPD activity | 2.5 |
FPI21120079 | Octomate Education (Pty) Ltd | Cyber Insurance: An opportunity for Commercial Lines Business | 01 Dec 2021 till 30 Nov 2022 | Verifiable CPD activity | 2.5 |
FPI21120078 | Octomate Education (Pty) Ltd | Business Interruption Cover | 01 Dec 2021 till 30 Nov 2022 | Verifiable CPD activity | 2.5 |
FPI21120077 | Octomate Education (Pty) Ltd | The Need for Financial Planning | 01 Dec 2021 till 30 Nov 2022 | Verifiable CPD activity | 3.5 |
FPI21120076 | Moonstone Business School of Excellence (Pty) Ltd | Annual Compliance Workshop 2022 | 09 Feb 2022 till 08 Feb 2023 | Verifiable CPD activity | 1.5 |
FPI21120075 | The Compliance Toolbox (Pty) Ltd | Continuous Professional Development (CPD) Training | 01 Nov 2021 till 31 Oct 2022 | Verifiable CPD activity | 6.5 |
FPI21120074 | PortfolioMetrix Asset Management SA (Pty) Ltd | Investment Committee Quarterly Market Update | 21st October 2021 | Non-verifiable CPD activity | DECLINED |
FPI21120073 | Discovery Central Services (Pty) Ltd | Renewal: Marriage and matrimonial property law | 01st January 2022 – 31st December 2022 | Verifiable CPD Activity | 1 |
FPI21120072 | Discovery Central Services (Pty) Ltd | Renewal: Market Performance | 01st January 2022 – 31st December 2022 | Verifiable CPD Activity | 0.5 |
FPI21120071 | Discovery Central Services (Pty) Ltd | Renewal: Basics of Financial Planning | 01st January 2022 – 31st December 2022 | Verifiable CPD Activity | 1 |
FPI21120070 | Captains and Coaches (Pty) Ltd | The ten-step process of professional client engagement Renewal | 01st December 2021 – 30th November 2022 | Verifiable CPD Activity | 1 |
FPI21120069 | Captains and Coaches (Pty) Ltd | The fundamentals of FAIS Compliance for Investments Renewal | 01st December 2021 – 30th November 2022 | Verifiable CPD Activity | 3 |
FPI21120068 | Captains and Coaches (Pty) Ltd | The fundamentals of retirement planning renewal | 01st December 2021 – 30th November 2022 | Verifiable CPD activity | 3 |
FPI21120067 | Captains and Coaches (Pty) Ltd | Business lessons from the FAIS Ombud | 01st December 2021 – 30th November 2022 | Verifiable CPD Activity | 3 |
FPI21120066 | Captains and Coaches (Pty) Ltd | Business lessons for FSPs from the 2015 Rugby World Cup | 01st December 2021 – 30th November 2022 | Verifiable CPD Activity | 3 |
FPI21120065 | Asset TV (Pty) Ltd | 2022 PENSIONS OUTLOOK I MASTERCLASS | 02nd December 2021 – 02nd December 2022 | Verifiable CPD Activity | 0.5 |
FPI21120063 | Momentum, a divison of MMI Holdings | Sharon Hamman - MFP Houseviews - Reviews | 01st January 2022 – 31st December 2022 | Verifiable CPD Activity | 1.5 |
FPI21120062 | Old Mutual Personal Finance | CPD RENEWAL: INVESTMENTS - LEGAL AND TECHNICAL | 01st January 2022 – 31st December 2022 | Verifiable CPD Activity | 7.5 |
FPI21120061 | Old Mutual Personal Finance | Sales Skills Programme Module 4 Renewal | 01st January 2022 – 31st December 2022 | Verifiable CPD Activity | 0.5 |
FPI21120060 | Old Mutual Personal Finance | Sales Skills Programme Module 3 Renewal | 01st January 2022 – 31st December 2022 | Verifiable CPD Activity | 2.5 |
FPI21120059 | Old Mutual Personal Finance | Sales Skills Programme Module 2 Renewal | 01st January 2022 – 31st December 2022 | Verifiable CPD Activity | 2 |
FPI21120058 | Old Mutual Personal Finance | Sales Skills Programme Module 1 Renewal | 01st January 2022 – 31st December 2022 | Verifiable CPD Activity | 1.5 |
FPI21120057 | Old Mutual Personal Finance | Retirement Planning advanced renewal | 01st January 2022 – 31st December 2022 | Verifiable CPD Activity | 3 |
FPI21120056 | Momentum, a divison of MMI Holdings | Employee Relations E-Learning Workshop | 08th December 2021 – 08th December 2022 | Verifiable CPD Activity | 3.5 |
FPI21120055 | Investec Bank Limited | Macro Monday February 2022 | 01 Feb 2022 till 28 Feb 2022 | Verifiable CPD Activity | 2 |
FPI21120054 | Investec Bank Limited | Macro Monday January 2022 | 01 Jan 2022 till 31 Jan 2022 | Verifiable CPD Activity | 2.5 |
FPI21120053 | Discovery Central Services (Pty) Ltd | Renewal: The regulatory road to retirement in South Africa | 01 Jan 2022 till 31 Dec 2022 | Verifiable CPD Activity | 2 |
FPI21120052 | Discovery Central Services (Pty) Ltd | Renewal: The finer details of shortterm insurance | 01 Jan 2022 till 31 Dec 2022 | Verifiable CPD Activity | 2.5 |
FPI21120051 | Discovery Central Services (Pty) Ltd | Renewal: Outline wills and administration of deceased estates | 01 Jan 2022 till 31 Dec 2022 | Verifiable CPD Activity | 3 |
FPI21120050 | Discovery Central Services (Pty) Ltd | Renewal: Unpacking retirement planning | 01 Jan 2022 till 31 Dec 2022 | Verifiable CPD activity | 4 |
FPI21120049 | Discovery Central Services (Pty) Ltd | Renewal: An in depth understanding of estate planning | 01 Jan 2022 till 31 Dec 2022 | Verifiable CPD activity | 3 |
FPI21120048 | Discovery Central Services (Pty) Ltd | New application: The importance and role of a financial need analysis in financial planning | 01 Dec 2021 - till 30 Nov 2022 | Verifiable CPD activity | 2.5 |
FPI21120047 | Asset TV (Pty) Ltd | Retirement Obsessed | Income Stream Management | 23rd November 2021 – 23rd November 2022 | Verifiable CPD Activity | 0.5 |
FPI21120046 | Allan Gray (Pty) Ltd | Allan Gray Investment Conference (1 and 2 December) | 01st & 02nd December 2021 | Verifiable CPD Activity | 3.5 |
FPI21120045 | FNB Stock Broking and Portfolio Management (Pty) Ltd | Manager Selection session: Multi Asset Income | 30th November 2021 | Verifiable CPD Activity | 1 |
FPI21120044 | Asset TV (Pty) Ltd | LOCAL MULTI ASSET MASTERCLASS NOV 2021 | 23rd November 2021 – 23rd November 2022 | Verifiable CPD Activity | 0.5 |
FPI21120043 | Glacier Financial Holdings (Pty) Ltd | How estate duty impacts investments: Session 3. | 25th November 2021 | Verifiable CPD Activity | 2 |
FPI21120042 | Simeka Consultants and Actuaries (Pty) Ltd | Simeka Consultants Forum: 30 November 2021 | 30th November 2021 | Verifiable CPD Activity | 3 |
FPI21120041 | Asset TV (Pty) Ltd | WHISTLEBLOWING MASTERCLASS | 23rd November 2021 – 23rd November 2022 | Verifiable CPD Activity | 1 |
FPI21120040 | Melville Douglas Investment Management (Pty) Ltd | Melville Douglas Update : Year End Reflection and Outlook. | 25 Novemebr 2021 | Verifiable CPD Activity | 1 |
FPI21120039 | Asset TV (Pty) Ltd | ASSET ALLOCATION DFM AND MULTI MANAGERS MASTERCLASS | 23 Nov 2021 till 22 Nov 2022 | Verifiable CPD Activity | 1 |
FPI21120038 | Captains and Coaches (Pty) Ltd | The suitability of investment advice in SA 2021127 | 01 Dec 2021 - till 30 Nov 2022 | Verifiable CPD Activity | 1.5 |
FPI21120037 | Captains and Coaches (Pty) Ltd | The ten-step process and compliance | 01 Dec 2021 - till 30 Nov 2022 | Verifiable CPD Activity | 1 |
FPI21120036 | Old Mutual Personal Finance | Retirement Planning Renewal | 01 Jan 2022 till 31 Dec 2022 | Verifiable CPD Activity | 5 |
FPI21120035 | Old Mutual Personal Finance | Investment Planning Intermediate Renewal | 01 Jan 2022 till 31 Dec 2022 | Verifiable CPD Activity | 2 |
FPI21120034 | Old Mutual Personal Finance | Fundamentals of Trusts renewal | 01 Jan 2022 till 31 Dec 2022 | Verifiable CPD Activity | 1 |
FPI21120033 | Old Mutual Personal Finance | Capital Gains 2022 Renewal | 01 Jan 2022 till 31 Dec 2022 | Verifiable CPD Activity | 3.5 |
FPI21120032 | Old Mutual Personal Finance | Buy and Sell Pitfalls and Implications renewal | 01 Jan 2022 till 31 Dec 2022 | Verifiable CPD Activity | 1 |
FPI21120031 | Old Mutual Personal Finance | 09 Opportunities for Financial Planning renewal | 01 Dec 2021 - till 30 Nov 2022 | Verifiable CPD Activity | 1 |
FPI21120030 | Fundhouse Adviser (Pty) Ltd | Fundhouse Webinar – Ignore the Noise, held on 18 November 2021. | 18th November 2021 | Verifiable CPD Activity | 1 |
FPI21120029 | Discovery Central Services (Pty) Ltd | New application: CONTRIBUTIONS AND PRICING STRATEGIES | 01st December 2021 – 01st December 2022 | Verifiable CPD Activity | 1 |
FPI21120028 | Discovery Central Services (Pty) Ltd | Renewal: Understanding estate, estate duty and estate taxes | 01st December 2021 – 01st December 2022 | Verifiable CPD Activity | 1.5 |
FPI21120027 | Discovery Central Services (Pty) Ltd | Renewal: The ABC's of Capital Gains Tax | 01st December 2021 – 01st December 2022 | Verifiable CPD Activity | 1.5 |
FPI21120026 | Full Value Financial Services (Pty) Ltd | Technical analysis FPI 119090131 | 01st October 2021 – 30th September 2022 | Verifiable CPD Activity | 4 |
FPI21120025 | Full Value Financial Services (Pty) Ltd | Money market Theory FPI 19110032 | 01st October 2021 – 30th September 2022 | Verifiable CPD Activity | 3 |
FPI21120024 | Full Value Financial Services (Pty) Ltd | Foreign exchange principles FPI 19110119 | 01st October 2021 – 30th September 2022 | Verifiable CPD Activity | 3 |
FPI21120023 | Full Value Financial Services (Pty) Ltd | Mechanics of Equity markets FPI 19100106 | 01st October 2021 – 30th September 2022 | Verifiable CPD Activity | 3 |
FPI21120020 | Liberty Group Limited | Networking elearning course | 01 December 2021 – 30 November 2022 | Verifiable CPD activity | 1.5 |
FPI21120017 | Discovery Central Services (Pty) Ltd | Renewal: Termination of a fund | 01 December 2021 – 30 November 2022 | Verifiable CPD activity | 2 |
FPI21120016 | Discovery Central Services (Pty) Ltd | Renewal: Options to employees regarding retirement funds in light of Covid19 | 01 December 2021 – 30 November 2022 | Verifiable CPD activity | 0.5 |
FPI21120015 | Discovery Central Services (Pty) Ltd | Renewal: Ensuring your clients have sufficient cover for cancer | 01 November 2021 – 31 October 2022 | Verifiable CPD activity | 1.5 |
FPI21120014 | Discovery Central Services (Pty) Ltd | Renewal: The importance of chronic illness cover | 01 November 2021 – 31 October 2022 | Verifiable CPD activity | 1 |
FPI21120013 | eStudy (Pty) Ltd | Fundamentals of POPI Renewal | 01 January 2022 – 31 December 2022 | Verifiable CPD activity | 3.5 |
FPI21120012 | eStudy (Pty) Ltd | Managing my moola renewal | 01 January 2022 – 31 December 2022 | Verifiable CPD activity | 7 |
FPI21120011 | Moonstone Business School of Excellence (Pty) Ltd | Retirement Funds - Section 37C Renewal | 31st Dece 2021 - 31st Dec 2022 | Verifiable CPD activity | 3.5 |
FPI21120010 | Sanlam Life Insurance Limited | FGAM Webinar 14 October 2021 / The State of Play: The Economy, The Nation and Us! | 14th October 2021 – 14th October 2022 | Verifiable CPD activity | 1 |
FPI21120009 | Masthead (Pty) Ltd | Quarterly Association Board Regulatory discussions | 17th November 2021 – 17th November 2022 | Verifiable CPD activity | 1.5 |
FPI21120008 | AC Develop (Pty) Ltd | HIC Thatch webinar | 06 Dec 2021 till 05 Dec 2022 | Verifiable CPD activity | 2 |
FPI21120007 | Discovery Central Services (Pty) Ltd | New application: Understand the changes around Provident Funds | 01 December 2021 – 30 November 2022 | Verifiable CPD activity | 1 |
FPI21120006 | Discovery Central Services (Pty) Ltd | New application: Restaurant and cooking risk | 01 December 2021 – 30 November 2022 | Verifiable CPD activity | 1 |
FPI21120005 | Discovery Central Services (Pty) Ltd | Risk Pooling | 01 December 2021 – 30 November 2022 | Verifiable CPD activity | 2 |
FPI21120004 | ICTS Legal Services (Pty) Ltd | PPS 16.11 | 16th November 2021 | Verifiable CPD activity | 2 |
FPI21120003 | Moonstone Business School of Excellence (Pty) Ltd | A guide to effective stress management renewal | 01 November 2021 – 31 October 2022 | Verifiable CPD activity | 1.5 |
FPI21120002 | Moonstone Business School of Excellence (Pty) Ltd | A guide to effective social media management renewal | 01 November 2021 – 31 October 2022 | Verifiable CPD activity | 1 |
FPI21120001 | Momentum, a divison of MMI Holdings | FICAA Module 6 | 10 January 2022 – 9 January 2023 | Verifiable CPD activity | 1 |
FPI21110165 | FPI Centre for Professional Development a division of FPI NPC | 2022 Annual Refresher | 2/4/2022 till 03 Feb 2023 | Verifiable CPD Activity | 5.5 |
FPI21110164 | Morningstar Investment Management South Africa (Pty) Ltd | Morningstar Adviser Forum, Boschendal - November 2021 | 17th – 18th November 2021 | Verifiable CPD Activity | 4 |
FPI21110163 | Old Mutual Personal Finance | CPD RENEWAL: RETRENCHMENTS TAX IMPLICATIONS | 01st December 2021 – 30th November 2022 | Verifiable CPD Activity | 0.5 |
FPI21110162 | Old Mutual Personal Finance | Role Based Training: Overview of Anti Money Laundering, Counter-Terrorist Financing | 01st December 2021 – 30th November 2022 | Verifiable CPD Activity | 1 |
FPI21110161 | Old Mutual Personal Finance | Module 12 Role Based Training: Record Keeping renewal | 01st December 2021 – 30th November 2022 | Verifiable CPD Activity | 1 |
FPI21110160 | Morningstar Investment Management South Africa (Pty) Ltd | Monthly Market Review/Update November 2021 | 05th November 2021 | Verifiable CPD activity | 0.5 |
FPI21110159 | Kagiso Collective Investments (Pty) Ltd | Kagiso Islamic Funds: Investing with Barakat and Goodness | 02nd December 2021 | Verifiable CPD activity | 0.5 |
FPI21110158 | Sanlam Life Insurance Limited | SC Legal Reports Assessment August - October 2021 | 25th November 2021 – 25th November 2022 | Verifiable CPD activity | 1 |
FPI21110157 | Morningstar Investment Management South Africa (Pty) Ltd | Monthly Market Review/Update October 2021 | 05th October 2021 | Verifiable CPD activity | 1 |
FPI21110155 | Morningstar Investment Management South Africa (Pty) Ltd | Morningstar Q3 2021 Investment Committee Portfolio Review Meetings | 14 October – 11 November 2021 | Verifiable CPD activity | 1 |
FPI21110151 | Liberty Corporate | The Future of Work [Post Covid-19] webinar | 01 November 2021-31 May 2022 | Verifiable CPD activity | 1 |
FPI21110149 | Masthead (Pty) Ltd | Ethics and Corporate Governance Online Course| | 14 December 2021 – 13 December 2022 | Verifiable CPD activity | 2 |
FPI21110148 | Old Mutual Personal Finance | Role Based Training: Statutory Reporting | 01st December 2021 – 30th November 2022 | Verifiable CPD activity | 1 |
FPI21110147 | Old Mutual Personal Finance | Role Based Training: Sanctions Screening | 01st December 2021 – 30th November 2022 | Verifiable CPD activity | 1 |
FPI21110146 | Old Mutual Personal Finance | Role Based Training: Prominent Person Screening | 01st December 2021 – 30th November 2022 | Verifiable CPD activity | 1 |
FPI21110145 | Old Mutual Personal Finance | Role Based Training: Ongoing Due Diligence | 01st December 2021 – 30th November 2022 | Verifiable CPD activity | 1 |
FPI21110144 | Old Mutual Personal Finance | Role Based Training: Enhanced Due Diligence | 01st December 2021 – 30th November 2022 | Verifiable CPD activity | 1 |
FPI21110143 | Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo | Testamentary Advice - Module 5 - 2021 | 01st November 2021 – 01st November 2022 | Verifiable CPD activity | 11 |
FPI21110142 | ABSA Group Limited | Q4: Absa Macro Conference 2021 | 26th October 2021 | Verifiable CPD activity | 2 |
FPI21110141 | Old Mutual Personal Finance | Module 6 Role Based Training: Client Due Diligence Renewal | 01 December 2021 – 30 November 2022 | Verifiable CPD activity | 1 |
FPI21110140 | Old Mutual Personal Finance | Module 5 Role Based Training: Risk Based Approach to Risk Management Renewal | 01 December 2021 – 30 November 2022 | Verifiable CPD activity | 1 |
FPI21110139 | Old Mutual Personal Finance | Module 4 Role Based Training: Employee Training Requirements Renewal | 01 December 2021 – 30 November 2022 | Verifiable CPD activity | 1 |
FPI21110138 | Old Mutual Personal Finance | Module 3 Role Based Training: Old Mutual AML/CTF Governance Renewal | 01 December 2021 – 30 November 2022 | Verifiable CPD activity | 1 |
FPI21110137 | Old Mutual Corporate | Case Study workshop - 18 October 2021 | 18th October 2021 | Verifiable CPD activity | 1.5 |
FPI21110136 | Old Mutual Corporate | Umbrella fund study | 16th August 2021 | Verifiable CPD activity | 1.5 |
FPI21110135 | Counterpoint Boutique (Pty) Ltd | Coffee with Counterpoint | 17th November 2021 – 17th November 2022 | Verifiable CPD activity | 0.5 |
FPI21110134 | Sanlam Life Insurance Limited | Estate Planning and Trusts | 25th November 2021 | Verifiable CPD activity | 2 |
FPI21110133 | Simeka Consultants and Actuaries (Pty) Ltd | Simeka Consultants Forum 29th October 2021 | 29 Oct 2021 till 28 Oct 2022 | Verifiable CPD activity | 1 |
FPI21110132 | Old Mutual Personal Finance | Module 2 Role Based Training: Old Mutual Group Obligations Renewal | 01 December 2021 – 30 November 2022 | Verifiable CPD activity | 1 |
FPI21110131 | Old Mutual Wealth | Generational Wealth Planning - New Module | 01 December 2021- 30 November 2022 | Verifiable CPD activity | 2 |
FPI21110130 | Old Mutual Wealth | Continuous Professional Development Renewal | 01 December 2021- 30 November 2022 | Verifiable CPD activity | 1 |
FPI21110129 | Old Mutual Wealth | Client Engagement workshop Renewal | 01 December 2021- 30 November 2022 | Verifiable CPD activity | 6.5 |
FPI21110128 | Old Mutual Personal Finance | Module 1 Role Based Training: Overview of Anti Money Laundering, Counter-Terrorist Financing Renewal | 01 Dec 2021 till 30 Nov 2022 | Verifiable CPD activity | 1.5 |
FPI21110127 | ABSA Group Limited | Absa Retail Evolution Series: October - November2021 | 01 October – 30 November 2021 | Verifiable CPD activity | 4 |
FPI21110125 | ABSA Group Limited | Q4 Webinar: South Africa’s 2021 Local Government Elections: a postmortem hosted by Peter Worthington on 3 Nov | 01 November 2021 – 31 October 2022 | Verifiable CPD activity | 1 |
FPI21110124 | AC Develop (Pty) Ltd | FIA Financial Coaching - Next Frontier | 01 November 2021 – 31 October 2022 | Verifiable CPD activity | 1 |
FPI21110123 | AC Develop (Pty) Ltd | HDI Captive Workshop | 01 November 2021 – 31 October 2022 | Verifiable CPD activity | 0.5 |
FPI21110122 | AC Develop (Pty) Ltd | AIG Controlled Master Programmes | 01 November 2021 – 31 October 2022 | Verifiable CPD activity | 2 |
FPI21110121 | AC Develop (Pty) Ltd | AIG Fundamental Principles of Multinational Companies and their Insurance Programmes | 01 November 2021 – 31 October 2022 | Verifiable CPD activity | 2 |
FPI21110119 | Momentum, a divison of MMI Holdings | Social Selling Skills renewal | 18 November 2021 – 19 November 2022 | Verifiable CPD activity | 1.5 |
FPI21110115 | Mazars Academy (Pty) Ltd | Tax Pitfalls of Estate Planning | 01 November 2021 – 31 October 2022 | Verifiable CPD activity | 4 |
FPI21110114 | M & G Investments Unit Trusts South Africa (RF) Ltd | Global investing: Unlocking more value for clients | 17 November | 17 November 2021 and available online from 18 November 2021 | Verifiable CPD activity | 0.5 |
FPI21110113 | Octomate Education (Pty) Ltd | Selling Skills | 01 November 2021 – 31 October 2022 | Verifiable CPD activity | 2 |
FPI21110112 | Octomate Education (Pty) Ltd | Claims and Claims Handling | 01 November 2021 – 31 October 2022 | Verifiable CPD activity | 2.5 |
FPI21110111 | Octomate Education (Pty) Ltd | Complaints and Complaints Handling | 01 November 2021 – 31 October 2022 | Verifiable CPD activity | 2.5 |
FPI21110110 | Octomate Education (Pty) Ltd | Customer Service | 01 November 2021 – 31 October 2022 | Verifiable CPD activity | 2.5 |
FPI21110109 | Octomate Education (Pty) Ltd | Treating Customers Fairly (TCF) | 01 November 2021 – 31 October 2022 | Verifiable CPD activity | 2.5 |
FPI21110106 | VAPS Consultancy (Pty) Ltd | Record of Advice | 23 November 2021 – 22 November 2022 | Verifiable CPD activity | 3 |
FPI21110102 | Kagiso Collective Investments (Pty) Ltd | Why our differentiated performance? | 18th November 2021 | Verifiable CPD acitivity | 0.5 |
FPI21110101 | Efficient Private Clients (Pty) Ltd | The Market Call | 22nd October 2021 | Verifiable CPD acitivity | 2.5 |
FPI21110100 | Efficient Private Clients (Pty) Ltd | The Market Call | 17th September 2021 | Verifiable CPD acitivity | 2 |
FPI21110099 | Allan Gray (Pty) Ltd | Offshore series -Session 4:Offshore manager insights 2 November 2021 | 02nd November 2021 | Non-verifiable CPD activity | Declined |
FPI21110098 | Allan Gray (Pty) Ltd | Allan Gray Offshore Series 3: Navigating the offshore investment universe when constructing suitable | 19th October 2021 | Verifiable CPD acitivity | 1.5 |
FPI21110096 | ABSA Group Limited | Overview of Long-term Insurance Life Risk Products | 01st January 2022 – 01st January 2023 | Verifiable CPD acitivity | 2 |
FPI21110095 | ABSA Group Limited | Pension and Provident Funds | 01st January 2022 – 01st January 2023 | Verifiable CPD acitivity | 7.5 |
FPI21110094 | ABSA Group Limited | Endowments | 01st January 2022 – 01st January 2023 | Verifiable CPD acitivity | 2.5 |
FPI21110093 | ABSA Group Limited | Collective Investment Schemes | 01st January 2022 – 01st January 2023 | Verifiable CPD acitivity | 7.5 |
FPI21110092 | Momentum, a divison of MMI Holdings | Career Mobility Workshop | 25th October 2021 – 25th February 2022 | Verifiable CPD acitivity | 16 |
FPI21110091 | Old Mutual Corporate | KIC – Green Paper Social Security Reform | 30th August 2021 | Verifiable CPD acitivity | 1.5 |
FPI21110090 | Old Mutual Corporate | OMC PPI Retention and Destruction | 06th September 2021 | Verifiable CPD acitivity | 1.5 |
FPI21110089 | Old Mutual Corporate | OML AML KIC | 13th September 2021 | Verifiable CPD acitivity | 1.5 |
FPI21110088 | Old Mutual Corporate | KIC - Legal Update 04 October 2021 | 04th October 2021 | Verifiable CPD acitivity | 1.5 |
FPI21110087 | Boutique Collective Investments (RF) (Pty) Ltd | October 2021 BCI Boutique on Wednesday views – Zoom Hosting | 06th, 13th, 20th & 27th October 2021 | Verifiable CPD acitivity | 0.5 |
FPI21110086 | Liberty Group Limited | FSIN Webinar - Financial Services Intermediaries Network | 12th November 2021 | Verifiable CPD acitivity | 1 |
FPI21110085 | Amity Investment Solutions (Pty) Ltd | Amity Advisor Forum | 19th – 21st October 2021 | Verifiable CPD acitivity | 4 |
FPI21110084 | Allan Gray (Pty) Ltd | Offshore series: Session 2 -The tax and estate considerations for investing offshore | 05th October 2021 | Verifiable CPD acitivity | 1 |
FPI21110083 | Simply Learn CC | AML/CFT LAW IN SA AND THE IMPLEMENTATION OF THE FICA ACT | 15th November 2021 – 15th November 2022 | Verifiable CPD acitivity | 3.5 |
FPI21110082 | Sanlam Life Insurance Limited | Sanlam Life Insurance Limited | 21st September 2021 | Verifiable CPD acitivity | 1.5 |
FPI21110081 | Cinnabar Investment Management (Pty) Ltd | Cinnabar Investments Insights and Feedback Q4 2021 | 22nd October 2021 | Verifiable CPD acitivity | 0.5 |
FPI21110080 | Simeka Consultants and Actuaries (Pty) Ltd | Consultants Training – Section 37C | 01st September 2021 – 31st October 2022 | Verifiable CPD acitivity | 2 |
FPI21110079 | Simeka Consultants and Actuaries (Pty) Ltd | Simeka Consultants Forum 30 September 2021 | 30th September 2021 | Verifiable CPD acitivity | 0.5 |
FPI21110078 | STANLIB Wealth Management (Pty) Ltd | STANLIB Quarterly Investment Centre A3 | 20th October 2021 | Verifiable CPD acitivity | 0.5 |
FPI21110076 | Sanlam Life Insurance Limited | Graviton Webinar 24 June 2021 | 27th October 2021 | Verifiable CPD Activity | 2 |
FPI21110075 | Sanlam Life Insurance Limited | FGAM Webinar 14 October 2021 | 30th November 2021 – 30th November 2022 | Verifiable CPD Activity | 2 |
FPI21110074 | Moonstone Business School of Excellence (Pty) Ltd | Annuity Calculations Made Easy | 30th November 2021 – 30th November 2022 | Verifiable CPD Activity | 2 |
FPI21110073 | Coronation Management Company (Pty) Ltd | Conversations with Coronation SA Equity | 24th November 2021 – 24th November 2022 | Verifiable CPD Activity | 1 |
FPI21110071 | Old Mutual Wealth | Apex Summit - 13 October 2021 | 13th October 2021 | Verifiable CPD acitivity | 5.5 |
FPI21110070 | Old Mutual Wealth | Strategic Summit - 11 October 2021 | 11th October 2021 | Verifiable CPD acitivity | 1 |
FPI21110069 | Alexander Forbes Financial Services (Pty) Ltd | Retirements Savvy – November 2021 | 05th November 2021 | Verifiable CPD acitivity | 0.5 |
FPI21110068 | Momentum, a divison of MMI Holdings | Financial Intelligence Centre Act (FICA) Module 5 | 06th December 2021 – 06th December 2022 | Verifiable CPD acitivity | 1 |
FPI21110066 | Momentum, a divison of MMI Holdings | Sharon Hamman - Estate Planning Workshop 4 | 01 November 2021 – 31 October 2022 | Verifiable CPD acitivity | 2 |
FPI21110065 | Liberty Corporate | DEra FRDeath Benefits, PPR and POPIA Presentation | 01 November 2021 - 31 May 2022 | Verifiable CPD acitivity | 2.5 |
FPI21110064 | Glacier Financial Holdings (Pty) Ltd | Glacier Roundtable Q3 | 30 - 31 August & 01 September 2021 | Verifiable CPD acitivity | 1.5 |
FPI21110060 | Sanlam Life Insurance Limited | Hedge funds on the Glacier platform now available to SFA | 20 October 2021 – 19 October 2022 | Verifiable CPD acitivity | 1 |
FPI21110057 | Momentum, a divison of MMI Holdings | MFP Outcome Matters November 2021 | 23rd November 2021 | Verifiable CPD acitivity | 1 |
FPI21110056 | FPI Centre for Professional Development a division of FPI NPC | Portfolio’s for a “new normal” environment | 8 December 2021 – 31 May 2022 | Verifiable CPD acitivity | 1.5 |
FPI21110055 | Old Mutual Investment Group (Pty) Ltd | Economic review of the 2021 Medium- Term Budget Policy Statement | 12th November 2021 | Verifiable CPD acitivity | 0.5 |
FPI21110054 | Citadel Investment Services (Pty) Ltd | Basic overview of FICA within Citadel | 01st November 2021 – 01st November 2022 | Verifiable CPD acitivity | 1 |
FPI21110052 | PSG Asset Management (Pty) Ltd | PSG Quarterly Investment Outlook | 26th October 2021 | Non-verifiable CPD activity | Declined |
FPI21110051 | 2IP (Pty) Ltd | The Global Macro Economic Backdrop and its Relevance to the Investment Environment Q4 2021 | 09th November 2021 – 08th November 2022 | Verifiable CPD acitivity | 1 |
FPI21110050 | Affinity Business School (Pty) Ltd | Stress Management in the Financial Services Industry | 01st November 2021 – 01st November 2022 | Verifiable CPD acitivity | 1 |
FPI21110049 | Fundhouse Adviser (Pty) Ltd | Q3 2021 Investment Update Oct/Novembr 2021 | 18 October 2021 – 8 November 2021 | Verifiable CPD acitivity | 2 |
FPI21110048 | Discovery Central Services (Pty) Ltd | Unpacking Trusts - Online module | 01 Nov 2021 till 30 October 2022 | Verifiable CPD acitivity | 1.5 |
FPI21110047 | eStudy (Pty) Ltd | Fundamentals of debarment | 01 Dec 2021 till 30 november 2022 | Verifiable CPD acitivity | 3.5 |
FPI21110043 | Novia One Group (Pty) Ltd | Financial Intelligence Centre Act 2001: Anti Money Laundering | 01 June 2021 till 31 May 2022 | Verifiable CPD acitivity | 2.5 |
FPI21110042 | Novia One Group (Pty) Ltd | Protection of Personal Information (2022 Cycle) | 01 June 2021 till 31 May 2022 | Verifiable CPD activity | 2 |
FPI21110041 | Novia One Group (Pty) Ltd | Protection of Personal Information | 01 June 2020 till 31 May 2021 | Verifiable CPD activity | 2 |
FPI21110032 | FPI Centre for Professional Development a division of FPI NPC | Medical Aids in the Retirement Planning Process Webinar | 07 December 2021 till 31 May 2022 | Verifiable CPD activity | 1 |
FPI21110031 | Asset TV (Pty) Ltd | GLOBAL EMERGING MARKETS MASTERCLASS | 28 Oct 2021 till 27 Oct 2022 | Verifiable CPD activity | 1 |
FPI21110030 | Asset TV (Pty) Ltd | RETIREMENT PLANNING DIVORCE ROUNDTABLE | 29 Oct 2021 till 28 Oct 2022 | Verifiable CPD activity | 0.5 |
FPI21110029 | Sanlam Life Insurance Limited | CPD Masterclass II 2021/2022 | 09 Nov 2021 till 08 Nov 2022 | Verifiable CPD activity | 4 |
FPI21110028 | Milpark Education (Pty) Ltd | Ethics Webinar | 11 Nov 2021 till 10 Nov 2022 | Verifiable CPD activity | 1 |
FPI21110025 | Asset TV (Pty) Ltd | GSG - DRIVING REAL IMPACT ROUNDTABLE | 07 Oct 2021 till 26 Oct 2022 | Verifiable CPD activity | 1 |
FPI21110023 | Moonstone Business School of Excellence (Pty) Ltd | Treating Customers Fairly - Practical measures needed to compl | 31 Oct 2021 till 30 Oct 2022 | Verifiable CPD activity | 5 |
FPI21110022 | HSBC Securities South Africa (Pty) Ltd | Nick Smithie and Ryan Wang on US economics / GEMs Multi-Asset Strategy | 02 August 2021 till 10 August 2021 | Verifiable CPD activity | 2 |
FPI21110021 | HSBC Securities South Africa (Pty) Ltd | Leroy Mnguni and Jon Brandt on Metals & Mining | 28 June 2021 till 28 July 2021 | Verifiable CPD activity | 1 |
FPI21110020 | Old Mutual Corporate | KIC Economics October 2021 | 11 Otober 2021 | Verifiable CPD activity | 1.5 |
FPI21110015 | Momentum, a divison of MMI Holdings | Momentum Consult – 3nd Quarter 2021 Feedback Session | 01 Oct 2021 till 30 Nov 2021 | Verifiable CPD activity | 1 |
FPI21110014 | Momentum, a divison of MMI Holdings | Macro Economic Outlook Q3 | 01 Oct 2021 till 30 Nov 2021 | Verifiable CPD activity | 1 |
FPI21110012 | Sanlam Life Insurance Limited | Q3 2021 Quarterly IC Meetings (Graviton & Glacier Invest) | 28 October 2021 till 03 December 2021 | Verifiable CPD activity | 2 |
FPI21110010 | Naviga Solutions (Pty) Ltd | Wealth Hub - Public Sector Funds | 01 Oct 2021 till 30 September 2022 | Verifiable CPD activity | 1 |
FPI21110009 | Old Mutual Corporate | AML/CFT General Awareness Training | 01 November 2021 till 31 Jan 2022 | Verifiable CPD activity | 1.5 |
FPI21110008 | Anchor Group Limited | Risk Management and Compliance | 01 Nov 2021 till 30 Oct 2022 | Verifiable CPD activity | 4.5 |
FPI21110007 | PSG Wealth Financial Planning (Pty) Ltd Bellville | Fire Protection - MODULE 15 - A more detailed focus on SANS 10400 Part T: Installation of liquid fuel dispensing pumps and tanks | 01 November 2021 till 31 Oct 2022 | Verifiable CPD activity | 0.5 |
FPI21110006 | Old Mutual Wealth | Weekly Investment Committee and Stock Selection meeting - Nov 2021 | 3; 10; 17; 24 November 2021 | Verifiable CPD activity | 2 |
FPI21110005 | Asset TV (Pty) Ltd | SUSTAINABLE INVESTING ROUNDTABLE | 21 October 2021 till 20 October 2022 | Verifiable CPD activity | 0.5 |
FPI21110002 | Sanlam Life Insurance Limited | Bluestar Digital Conference 06 - 08 October 2021 | 06 Oct 2021 till 08 Oct 2021 | Verifiable CPD activity | 5 |
FPI21110001 | Momentum, a divison of MMI Holdings | Financial Planning and Advice Workshop | 21 October 2021 | 3 November 2021 | 04 November 2021 | 05 November 2021 | 12 November 2021 | Verifiable CPD activity | 1.5 |
FPI21100250 | The Collaborative Exchange (Pty) Ltd | Global Practice Management Growth Series 2022 | 1 February / 8 February/ 15 February and 22 February 2022. Live and on demand viewing from 1 February to 1 March 2022 | Verifiable CPD activity | 9 |
FPI21100249 | Momentum, a divison of MMI Holdings | Investment Matters Conference Day 3 | 28 October 2021 to 27 October 2022 | Verifiable CPD activity | 1.5 |
FPI21100248 | Momentum, a divison of MMI Holdings | Investment Matters Conference Day 2 | 27 October 2021 to 26 October 2022 | Verifiable CPD activity | 1.5 |
FPI21100247 | Momentum, a divison of MMI Holdings | Investment Matters Conference Day 1 | 26 October 2021 till 25 October 2022 | Verifiable CPD activity | 2.5 |
FPI21100246 | Asset TV (Pty) Ltd | GLOBAL MULTI-ASSET MASTERCLASS | 21 October 2021 till 20 October 2022 | Verifiable CPD activity | 1 |
FPI21100239 | The Collaborative Exchange (Pty) Ltd | Alternative Investments Forum 2021 | 19 & 20 October 2021 | Verifiable CPD activity | 7.5 |
FPI21100238 | NBC Holdings (Pty) Ltd | Legal Seminars November 2021 | 2-4 NOVEMBER 2021 | Verifiable CPD activity | 2 |
FPI21100234 | The Money School CC | Truth About Money | 01 October 2021 – 30 September 2022 | Verifiable CPD activity | 5.5 |
FPI21100233 | Worth Financial Education | Wealthy Couples renewal | 01 August 2021 – 31 July 2022 | Verifiable CPD activity | 17.5 |
FPI21100232 | Worth Financial Education | Wealthy Me Renewals | 01 August 2021 – 31 July 2022 | Verifiable CPD activity | 9.5 |
FPI21100231 | Affinity Business School (Pty) Ltd | Emotional Intelligence in the Fin Services Industry | 27 October 2021 to 26 October 2022 | Verifiable CPD activity | 1 |
FPI21100230 | VAPS Consultancy (Pty) Ltd | PPR Short term | 1 November 2021 – 31 October 2022 | Verifiable CPD activity | 9 |
FPI21100228 | Old Mutual Investment Group (Pty) Ltd | Investment Managers Seminar | 01 October 2021 – 30 September 2022 | Verifiable CPD activity | 1 |
FPI21100223 | Boutique Collective Investments (RF) (Pty) Ltd | September 2021 BCI Boutique on Wednesday views – Zoom Hosting | 01 – 30 September 2021 | Verifiable CPD activity | 2.5 |
FPI21100222 | Old Mutual Personal Finance | CPD RENEWAL: OM RETIREMENT PLANNING (PRE RETIREMENT) ONLINE | 1 November 2021 – 31 October 2022 | Verifiable CPD activity | 7.5 |
FPI21100221 | Old Mutual Personal Finance | CPD RENEWAL: OM RETIREMENT PLANNING (POST RETIREMENT) ONLINE | 1 November 2021 – 31 October 2022 | Verifiable CPD activity | 6 |
FPI21100220 | Old Mutual Personal Finance | CPD RENEWAL: OLD MUTUAL BUSINESS ASSURANCE | 1 November 2021 – 31 October 2022 | Verifiable CPD activity | 8 |
FPI21100218 | AC Develop (Pty) Ltd | Coface System Training | 01 October 2021 – 30 September 2022 | Verifiable CPD activity | 1 |
FPI21100217 | AC Develop (Pty) Ltd | HDI POPI Training | 01 October 2021 – 30 September 2022 | Verifiable CPD activity | 1.5 |
FPI21100216 | AC Develop (Pty) Ltd | Hollard Broker Webinar 2021 | 01 October 2021 – 30 September 2022 | Verifiable CPD activity | 1.5 |
FPI21100215 | VAPS Consultancy (Pty) Ltd | Time management Renewal | 1 November 2021 – 31 October 2022 | Verifiable CPD activity | 2 |
FPI21100214 | VAPS Consultancy (Pty) Ltd | Understanding the NCA Renewal | 1 November 2021 – 31 October 2022 | Verifiable CPD activity | 3 |
FPI21100213 | VAPS Consultancy (Pty) Ltd | Fraud CPD Renewal | 1 November 2021 – 31 October 2022 | Verifiable CPD activity | 2.5 |
FPI21100211 | Momentum, a divison of MMI Holdings | Investment Matters 2021 Conference 26 - 28 October 2021 | 26 October 2021 till 28 October 2021 | Verifiable CPD activity | 5.5 |
FPI21100210 | Investec Bank Limited | Macro Monday Dec 2021 | 01 Dec 2021 till 31 Dec 2021 | Verifiable CPD activity | 2 |
FPI21100206 | Liberty Corporate | PPR and AML/FICA Presentation to Business Partners | 01 November 2021 till 31 May 2022 | Verifiable CPD activity | 2.5 |
FPI21100204 | Fundhouse Adviser (Pty) Ltd | Humans Under Management Conference | 15th September 2021 | Verifiable CPD activity | 5.5 |
FPI21100194 | Old Mutual Wealth | Weekly Investment Committee and Stock Selection meeting Oct 2021 | 6th; 13th; 20th; 27th October 2021 | Verifiable CPD activity | 2 |
FPI21100193 | Masthead (Pty) Ltd | FICA Online Course | 29 October 2021 – 28 October 2022 | Verifiable CPD activity | 3.5 |
FPI21100192 | PPS Academy, a division of PPS Insurance (Pty) Ltd | Estate Planning and Wills Module 10 Renewal | 01 November 2021 - 31 October 2022 | Verifiable CPD activity | 1 |
FPI21100191 | PPS Academy, a division of PPS Insurance (Pty) Ltd | Estate Planning and Wills Module 8&9 Renewal | 01 November 2021 - 31 October 2022 | Verifiable CPD activity | 2 |
FPI21100190 | PPS Academy, a division of PPS Insurance (Pty) Ltd | Estate Planning and Wills Module 7 Renewal | 01 November 2021 - 31 October 2022 | Verifiable CPD activity | 2 |
FPI21100189 | PPS Academy, a division of PPS Insurance (Pty) Ltd | Estate Planning and Wills Module 6 Renewal | 01 November 2021 - 31 October 2022 | Verifiable CPD activity | 4 |
FPI21100187 | PPS Academy, a division of PPS Insurance (Pty) Ltd | Estate Planning and Wills Module 5 Renewal | 01 November 2021 - 31 October 2022 | Verifiable CPD activity | 3 |
FPI21100186 | PPS Academy, a division of PPS Insurance (Pty) Ltd | Estate Planning and Wills Module 4 Renewal | 01 November 2021 - 31 October 2022 | Verifiable CPD activity | 3 |
FPI21100185 | Discovery Central Services (Pty) Ltd | The Legal & Tax Consequences of Offshore Insurance Products | 10 November 2021 – 09 November 2022 | Verifiable CPD activity | 1 |
FPI21100184 | PPS Academy, a division of PPS Insurance (Pty) Ltd | Estate Planning and Wills Module 3 Renewal | 01 November 2021 - 31 October 2022 | Verifiable CPD activity | 3 |
FPI21100183 | PPS Academy, a division of PPS Insurance (Pty) Ltd | Estate Planning and Wills Module 2 Renewal | 01 November 2021 - 31 October 2022 | Verifiable CPD activity | 3 |
FPI21100182 | PPS Academy, a division of PPS Insurance (Pty) Ltd | Estate Planning and Wills Module 1 Renewal | 01 November 2021 - 31 October 2022 | Verifiable CPD activity | 1 |
FPI21100179 | Masthead (Pty) Ltd | Retirement Planning – Retirement Fund Contributions Taxation Course 2021 | 01 November 2021 till 30 October 2022 | Verifiable CPD activity | 0.5 |
FPI21100178 | Masthead (Pty) Ltd | Express CPD – Medical Aid Podcast | 01 November 2021 till 30 October 2022 | Verifiable CPD activity | 0.5 |
FPI21100177 | Masthead (Pty) Ltd | Understanding Unit Trusts Part 2 | 01 November 2021 till 30 October 2022 | Verifiable CPD activity | 2 |
FPI21100176 | Masthead (Pty) Ltd | Understanding Unit Trusts Part 1 | 01 November 2021 till 30 October 2022 | Verifiable CPD activity | 2 |
FPI21100175 | Masthead (Pty) Ltd | Death in the Case of Different Matrimonial Regimes Course | 01 November 2021 till 30 October 2022 | Verifiable CPD activity | 1.5 |
FPI21100172 | Discovery Central Services (Pty) Ltd | Understanding Taxes - how tax implicates the various stages of life | 01 November 2021 till 30 October 2022 | Verifiable CPD activity | 2 |
FPI21100171 | Discovery Central Services (Pty) Ltd | Unpacking Trusts | 01 November 2021 till 30 October 2022 | Verifiable CPD activity | 3 |
FPI21100170 | Discovery Central Services (Pty) Ltd | A practical approach to the Financial Needs Analysis | 01 November 2021 till 30 October 2022 | Verifiable CPD activity | 3 |
FPI21100169 | Momentum, a divison of MMI Holdings | Investment planning: Simple, Professional and Practical | 20 September 2021 to 19 September 2022 | Verifiable CPD activity | 1 |
FPI21100168 | Momentum, a divison of MMI Holdings | The record of advice for replacements for Short-term insurance | 20 September 2021 to 19 September 2022 | Verifiable CPD activity | 1 |
FPI21100167 | Momentum, a divison of MMI Holdings | The 10-step process of professional client engagement for long-term and/or investment advisors | 01 October 2021 till 30 September 2022 | Verifiable CPD activity | 8 |
FPI21100166 | Momentum, a divison of MMI Holdings | The 10-step process of professional client engagement for Health Medical aid | 01 October 2021 till 30 September 2022 | Verifiable CPD activity | 8 |
FPI21100164 | KAIROS Training | COB - Retirement Fund Benefits | 01 October 2021 – 30 September 2022 | Verifiable CPD activity | 4 |
FPI21100163 | Masthead (Pty) Ltd | Complaint Use of Social Media Online Course| Invoice ON1020185 Renewal | 01 November 2021 - 31 October 2022 | Verifiable CPD activity | 0.5 |
FPI21100161 | eStudy (Pty) Ltd | Fundamentals of FICA | 01 October 2021 – 30 September 2022 | Verifiable CPD activity | 4 |
FPI21100160 | eStudy (Pty) Ltd | Class of Business: Long-Term Insurance | 01 October 2021 – 30 September 2022 | Verifiable CPD activity | 4 |
FPI21100159 | STANLIB Wealth Management (Pty) Ltd | An economic Perspective 18 October | 01 October 2021 – 30 September 2022 | Verifiable CPD activity | 2.5 |
FPI21100157 | Analytics Consulting (Pty) Ltd | Investing Offshore | 01 October 2021 – 30 September 2022 | Verifiable CPD activity | 1.5 |
FPI21100156 | Masthead (Pty) Ltd | Driving Success in Challenging Times Part 3 | 19 October 2021 – 18 October 2022 | Verifiable CPD activity | 0.5 |
FPI21100155 | AC Develop (Pty) Ltd | FIA Q3 Insight | 01 October 2021 – 30 September 2022 | Verifiable CPD activity | 2 |
FPI21100152 | AC Develop (Pty) Ltd | Digital Transformation | 01 March 2021 – 28 February 2022 | Verifiable CPD activity | 1.5 |
FPI21100151 | ICTS Legal Services (Pty) Ltd | Pension Fund Partners Legal Forum 0410 | 04th October 2021 | Verifiable CPD activity | 2 |
FPI21100150 | ICTS Legal Services (Pty) Ltd | Ensimini 2708 | 27th August 2021 | Verifiable CPD activity | 2 |
FPI21100149 | ICTS Legal Services (Pty) Ltd | Mercer Marsh 1409 | 14th September 2021 | Verifiable CPD activity | 2 |
FPI21100146 | Sanlam Life Insurance Limited | Sanlam Trust EB NET conference: Section 37 Training 25 - 29 Oct 2021 | 25-29 October 2021 | Verifiable CPD activity | 1 |
FPI21100145 | Old Mutual Personal Finance | Recent Tax Changes and Draft Taxation Laws Amendment Bill 2021 | 27 September 2021 till 28 February 2022 | Verifiable CPD activity | 1 |
FPI21100144 | Milpark Education (Pty) Ltd | Ethics for Financial Planners (ECAFP1-OS) | 19 sEptember 2020 till 18 September 2021 | Verifiable CPD activity | 2 |
FPI21100143 | Milpark Education (Pty) Ltd | FICA -Annual update (FICAU1-OS) | 19 September 2020 till 18 September 2021 | Verifiable CPD activity | 6 |
FPI21100142 | Milpark Education (Pty) Ltd | Law impacting on Estate Planning and Trusts 2019 CPD Programme Application | 01 September 2021 till 30 August 2022 | Verifiable CPD activity | 6 |
FPI21100141 | Milpark Education (Pty) Ltd | Marital Regimes (MARRE1-OS) | 01 September 2021 till 30 August 2022 | Verifiable CPD activity | 2 |
FPI21100140 | Milpark Education (Pty) Ltd | Offshore investments and Governance (OINVG1-OS) | 01 September 2021 till 30 August 2022 | Verifiable CPD activity | 2 |
FPI21100139 | Milpark Education (Pty) Ltd | Pre-retirement Planning (PRPLA1- OS) | 01 September 2021 till 30 August 2022 | Verifiable CPD activity | 2 |
FPI21100138 | Milpark Education (Pty) Ltd | Regulatory Requirements For Replacements (RRREP1-OS) | 19 September 2020 till 18 September 2021 | Verifiable CPD activity | 2 |
FPI21100135 | Milpark Education (Pty) Ltd | Report Writing for Financial Planners (RWPFL1-OS) | 18 September 2021 – 19 September 2022 | Verifiable CPD activity | 2 |
FPI21100134 | Milpark Education (Pty) Ltd | Retirement Planning - Tax on Death (RPTAD1-OS) | 01 September 2021 – 31 August 2022 | Verifiable CPD activity | 2 |
FPI21100133 | Milpark Education (Pty) Ltd | Retirement Planning -Tax on Lumpsum Benefits at Retirement (RPTAR1OS) | 01 September 2021 – 31 August 2022 | Verifiable CPD activity | 2 |
FPI21100132 | Milpark Education (Pty) Ltd | Retirement Planning -Tax on Withdrawal (RPTOW1-OS) | 19 September 2021 till 18 September 2022 | Verifiable CPD activity | 2 |
FPI21100131 | Milpark Education (Pty) Ltd | Risk Planning Products (RPPR1-OS) | 19 September 2021 till 18 September 2022 | Verifiable CPD activity | 6 |
FPI21100130 | Milpark Education (Pty) Ltd | Section 14 Transfers - Process and Pitfalls (S14PP1-OS) | 19 September 2021 till 18 September 2022 | Verifiable CPD activity | 2.5 |
FPI21100129 | Milpark Education (Pty) Ltd | Section 37C - Disposal of Death Benefits (37CDB1-OS) | 18 September 2021 till 17 September 2022 | Verifiable CPD activity | 2 |
FPI21100128 | Milpark Education (Pty) Ltd | Consequences of non-disclosure (CONND1-OS) | 18 September 2021 till 17 September 2022 | Verifiable CPD activity | 2 |
FPI21100127 | Milpark Education (Pty) Ltd | Construct a portfolio (CCPOR1-OS) | 01 September 2021 – 31 August 2022 | Verifiable CPD activity | 2 |
FPI21100126 | Milpark Education (Pty) Ltd | Cultural diversity in Financial Planning (CDFPL1-OS) | 01 September 2021 – 31 August 2022 | Verifiable CPD activity | 2 |
FPI21100125 | Wealth Associates South Africa | Internal Pitstop Session July 2021 | 23rd and 30th of July (30th of July was a continuation of the 23rd due to timing of topics) | Verifiable CPD activity | 2.5 |
FPI21100124 | FPI Centre for Professional Development a division of FPI NPC | Managing the stresses in your practice | 15 October 2021 till 31 May 2022 | Verifiable CPD activity | 1 |
FPI21100123 | Milpark Education (Pty) Ltd | Disability cover | 19 September 2021 – 19 September 2022 | Verifiable CPD activity | 2 |
FPI21100122 | Milpark Education (Pty) Ltd | Divorce and Retirement Fund Benefits (DRFBE1-OS) | 19 September 2021 – 18 September 2022 | Verifiable CPD activity | 2 |
FPI21100121 | Milpark Education (Pty) Ltd | Ethical Investments (EINVE1-OS) | 19 September 2021 – 18 September 2022 | Verifiable CPD activity | 3 |
FPI21100120 | Milpark Education (Pty) Ltd | Shari’ah Compliant Estate Planning(SHSEP1-OS) | 19 September 2021 – 18 September 2022 | Verifiable CPD activity | 3 |
FPI21100119 | Milpark Education (Pty) Ltd | Short-term Insurance (STINS1-OS) | 19 September 2021 – 18 September 2022 | Verifiable CPD activity | 3 |
FPI21100118 | Milpark Education (Pty) Ltd | Social Media Use (SMEDU1-OS) | 19 September 2021 – 18 September 2022 | Verifiable CPD activity | 6 |
FPI21100117 | Milpark Education (Pty) Ltd | Social Media Use for Financial Planners (SMUFP1-OS) | 18 September 2021 – 18 September 2022 | Verifiable CPD activity | 2 |
FPI21100116 | Milpark Education (Pty) Ltd | Social Media Use for Key Individuals (SMUKI1-OS) | 01 September 2021 – 31 August 2022 | Verifiable CPD activity | 3 |
FPI21100115 | Milpark Education (Pty) Ltd | Tax and Investments (ITAXI1-OS) | 19 September 2020 till 18 September 2021 | Verifiable CPD activity | 2 |
FPI21100114 | Milpark Education (Pty) Ltd | Tax and Retirement Funds (TACRF1- OS) | 20 September 2021 till 19 September 2022 | Verifiable CPD activity | 4 |
FPI21100113 | Milpark Education (Pty) Ltd | Tax Benefits of Retirement Planning (TBRPL1-OS) | 01 September 2021 till 30 August 2022 | Verifiable CPD activity | 2 |
FPI21100112 | Milpark Education (Pty) Ltd | Tax Deduction of Retirement Fund Contribution (TDRFC1-OS) | 01 September 2021 till 30 August 2022 | Verifiable CPD activity | 2 |
FPI21100111 | Milpark Education (Pty) Ltd | Taxation Applicable to Estate Planning and Trusts (TAEPT1-OS) | 01 September 2021 till 30 August 2022 | Verifiable CPD activity | 5.5 |
FPI21100110 | Milpark Education (Pty) Ltd | Tax-free Savings Accounts in Financial Planning TSAFP1-OS | 19 September 2021 till 18 Septeber 2022 | Verifiable CPD activity | 2 |
FPI21100109 | Milpark Education (Pty) Ltd | Online Short Course: Trusts and Estate Planning (TEPLA1-OS) | 19 September 2021 till 18 Septeber 2022 | Verifiable CPD activity | 2.5 |
FPI21100108 | Milpark Education (Pty) Ltd | Administration of Deceased Estates (ADMDE1-OS) Renewal | 19 September 2021 till 18 Septeber 2022 | Verifiable CPD activity | 4 |
FPI21100107 | Captains and Coaches (Pty) Ltd | Building trust through compliance | From 30 July 2021 to 29 June 2022 | Verifiable CPD activity | 1 |
FPI21100106 | Captains and Coaches (Pty) Ltd | An update on the workgroup’s paper on professional investment advice: Risk profiling as a component of suitability. | From 1 July 2021 to 30 June 2022 | Verifiable CPD activity | 1 |
FPI21100105 | Captains and Coaches (Pty) Ltd | Replacements: Record of advice for primary investment products or wrappers | From 1 August 2021 to 31 July 2022 | Verifiable CPD activity | 1 |
FPI21100104 | Captains and Coaches (Pty) Ltd | Replacements: Record of advice for investments (Underlying funds) | From 1 August 2021 to 31 July 2022 | Verifiable CPD activity | 1 |
FPI21100103 | Captains and Coaches (Pty) Ltd | Replacements: Record of advice for investments renewal 2021 | From 1 August 2021 to 31 July 2022 | Verifiable CPD activity | 1 |
FPI21100102 | Captains and Coaches (Pty) Ltd | The ten-step process of client engagement and compliance renewal | From 1 July 2021 to 30 June 2022 | Verifiable CPD activity | 1.5 |
FPI21100101 | Discovery Central Services (Pty) Ltd | Distribution Training – Conflict of Interest | Multiple Webinar’s between 01 September 2021 – 31 August 2022 | Verifiable CPD activity | 1 |
FPI21100100 | Old Mutual Personal Finance | Retirement Planning workshop - Pre- Retirement Renewal Face to face | 01 September 2021 till 31 August 2022 | Verifiable CPD activity | 14.5 |
FPI21100099 | Old Mutual Personal Finance | Retirement Planning workshop - Post- Retirement Renewal | 1 September 2021 – 31 August 2022 | Verifiable CPD activity | 13.5 |
FPI21100096 | Momentum, a divison of MMI Holdings | FICAA Module 4 is 2 November 2021. | 02 November 2021 till 01 November 2022 | Verifiable CPD activity | 1.5 |
FPI21100095 | Old Mutual Personal Finance | Pareto Training: Module 6 Elevate the client experience | 01 October 2021 till 30 September 2022 | Verifiable CPD activity | 5 |
FPI21100094 | Old Mutual Personal Finance | Pareto Training: Module 5 Organize Your Clients | 01 October 2021 till 30 September 2022 | Verifiable CPD activity | 5 |
FPI21100093 | Old Mutual Personal Finance | Pareto Training: Module 4 Maximising Existing Clients | 01 October 2021 till 30 September 2022 | Verifiable CPD activity | 5 |
FPI21100092 | Old Mutual Personal Finance | Pareto Training: Module 3 Fast Tracking New Clients | 01 October 2021 till 30 September 2022 | Verifiable CPD activity | 10 |
FPI21100091 | Old Mutual Personal Finance | Pareto Training: Module 2 Cracking the Code | 01 October 2021 till 30 September 2022 | Verifiable CPD activity | 5 |
FPI21100090 | Old Mutual Personal Finance | Pareto Training: Module 1 Onboarding | 01 October 2021 till 30 September 2022 | Verifiable CPD activity | 4 |
FPI21100089 | Old Mutual Personal Finance | Old Mutual - Understanding Trusts in the context of Estate Planning Module 4 | 01 October 2021 till 30 September 2022 | Verifiable CPD activity | 2.5 |
FPI21100088 | Old Mutual Personal Finance | Old Mutual - Estate Planning Understanding Marital Regimes Online Module 1 | 01 October 2021 till 30 September 2022 | Verifiable CPD activity | 2 |
FPI21100087 | Old Mutual Personal Finance | Old Mutual - Estate Planning Understand CGT Ltd Interest and Donations Tax Online Module 2 | 01 October 2021 till 30 September 2022 | Verifiable CPD activity | 2 |
FPI21100086 | Old Mutual Personal Finance | Old Mutual - Estate Planning process and practical application of the liquidity position Module 3 | 01 October 2021 till 30 September 2022 | Verifiable CPD activity | 2.5 |
FPI21100085 | Old Mutual Personal Finance | How do I win at social media – Module 5 – Content Renewal | 01 October 2021 till 30 September 2022 | Verifiable CPD activity | 1 |
FPI21100084 | Old Mutual Personal Finance | How do I win at social media – Module 4 – Content renewal | 01 October 2021 till 30 September 2022 | Verifiable CPD activity | 0.5 |
FPI21100083 | Old Mutual Personal Finance | How do I win with Social Media - Module 3 Connect Renewal | 01 October 2021 till 30 September 2022 | Verifiable CPD activity | 1 |
FPI21100082 | Old Mutual Personal Finance | How do I win with Social Media - Module 2 Best Practices Module 2 | 01 October 2021 till 30 September 2022 | Verifiable CPD activity | 1 |
FPI21100081 | Old Mutual Personal Finance | How do I win with Social Media - Module 1 | 01 oCtober 2021 till 30 September 2022 | Verifiable CPD activity | 2 |
FPI21100080 | AC Develop (Pty) Ltd | AIG D&O Risks 2021 | 01 oCtober 2021 till 30 September 2022 | Verifiable CPD activity | 1 |
FPI21100079 | Asset TV (Pty) Ltd | ARTIFICIAL INTELLIGENCE & INVESTING ROUNDTABLE | 28 September 2021 till 27 September 2022 | Verifiable CPD activity | 0.5 |
FPI21100078 | FPI Centre for Professional Development a division of FPI NPC | Medical Scheme coverage versus Health Insurance | 04 November till 31 May 2022 | Verifiable CPD activity | 1 |
FPI21100077 | Momentum, a divison of MMI Holdings | The ten step process of professional client engagement for short-term insurance advisers | 01 October 2021 till 30 September 2022 | Verifiable CPD activity | 8.5 |
FPI21100076 | KAIROS Training | Health Services Benefits | 01 October 2021 till 30 September 2022 | Verifiable CPD activity | 2.5 |
FPI21100075 | FPI Centre for Professional Development a division of FPI NPC | Easing anxiety for retirement planning | 04 November till 03 November 2022 | Verifiable CPD activity | 1 |
FPI21100074 | Discovery Central Services (Pty) Ltd | Renewal - The process of writing off cars | 01 October 2021 till 30 September 2022 | Verifiable CPD activity | 0.5 |
FPI21100073 | Discovery Central Services (Pty) Ltd | Renewal - Digitalisation in the longterm industry | 01 October 2021 till 30 September 2022 | Verifiable CPD activity | 1.5 |
FPI21100072 | Discovery Central Services (Pty) Ltd | Renewal - Business Insurance Motor Class | 01 October 2021 till 30 September 2022 | Verifiable CPD activity | 1 |
FPI21100071 | Discovery Central Services (Pty) Ltd | Renewal - Wearable technology in life insurance | 01 October 2021 till 30 September 2022 | Verifiable CPD activity | 1 |
FPI21100070 | Discovery Central Services (Pty) Ltd | Standalone versus Umbrella Funds renewal | 01 October 2021 till 30 September 2022 | Verifiable CPD activity | 0.5 |
FPI21100067 | Coronation Management Company (Pty) Ltd | Conversations with Coronation Fixed Interest and Listed Property Markets Sep21 | 29 and 30 September 2021 | Verifiable CPD activity | 1 |
FPI21100066 | Carmen Venter | Fun of the Accrual System | 05 November 2021 – 31 March 2022 | Verifiable CPD activity | 2 |
FPI21100064 | VAPS Consultancy (Pty) Ltd | Fundamentals of Long Term Insurance | 15 October 2021 – 14 October 2022 | Verifiable CPD activity | 4.5 |
FPI21100063 | VAPS Consultancy (Pty) Ltd | POPI | 15 October 2021 – 14 October 2022 | Verifiable CPD activity | 4 |
FPI21100062 | ICS Academy (Pty) Ltd | ICSA – CONFLICTS OF INTEREST – AN OVERVIEW IN TERMS OF FAIS - 2021 | 01 October 2021 – 30 September 2022 | Verifiable CPD activity | 0.5 |
FPI21100060 | Old Mutual Wealth | PFA Monthly Briefing September 2021 | 15 September 2021 – 14 September 2022 | Non-verifiable CPD activity | Declined |
FPI21100057 | eStudy (Pty) Ltd | Understanding the FAIS Act [RENEWAL] | 01 October 2021 – 30 September 2022 | Verifiable CPD activity | 9.5 |
FPI21100050 | Liberty Group Limited | Claims Process | 01 October 2021 till 30 September 2022 | Verifiable CPD activity | 1.5 |
FPI21100049 | FPI Centre for Professional Development a division of FPI NPC | Learning to Thrive – Achieving your Best Self | 17 November 2021 till 31 May 2022 | Verifiable CPD activity | 1 |
FPI21100048 | FPI Centre for Professional Development a division of FPI NPC | Barriers to being your best self | 15 November 2021 till 31 May 2022 | Verifiable CPD activity | 1 |
FPI21100042 | MitonOptimal South Africa (Pty) Ltd | Optimal ICM (03 September 2021) | 01 June 2021 – 31 May 2022 | Verifiable CPD activity | 13.5 |
FPI21100041 | MitonOptimal South Africa (Pty) Ltd | The One Financial Solution ICM (02 September 2021) | 13 | 27 August 2021 | Verifiable CPD activity | 2.5 |
FPI21100040 | MitonOptimal South Africa (Pty) Ltd | Signal Wealth (IP Prudential Equity Fund) ICM (01 September 2021) | 13 & 14 SEPTEMBER 2021 | Verifiable CPD activity | 0.5 |
FPI21100039 | MitonOptimal South Africa (Pty) Ltd | Machrie ICM (01 September 2021) | 13 & 14 SEPTEMBER 2021 | Verifiable CPD activity | 0.5 |
FPI21100038 | MitonOptimal South Africa (Pty) Ltd | BVSA ICM (23 August 2021) | 13 & 14 SEPTEMBER 2021 | Verifiable CPD activity | 0.5 |
FPI21100033 | Fundhouse Adviser (Pty) Ltd | Fundhouse Investment Insights: 7-8 September 2021 | 7 and 8 September 2021 | Verifiable CPD activity | 6 |
FPI21100032 | STANLIB Wealth Management (Pty) Ltd | Stanlib Investment Conference September 2021 | 16 - 17 September 2021 | Verifiable CPD activity | 7.5 |
FPI21100031 | HSBC Securities South Africa (Pty) Ltd | Erwan Rambourg Luxury Marketing Meetings with SA clients | 25th – 29th June/1st July | Verifiable CPD activity | 2 |
FPI21100030 | IRFA | Thought Leaders Imbizo Webinar June 2021 | 1st June 2021 | Verifiable CPD activity | 4 |
FPI21100026 | PPS Insurance Company Limited | Investment E-learning | 01 October 2021 – 30 September 2022 | Verifiable CPD activity | 9 |
FPI21100025 | Prima Research (Pty) Ltd | SA Hospitals lnitiation presentation | 07 October 2021 – 06 October 2022 | Verifiable CPD activity | 1 |
FPI21100023 | Allan Gray (Pty) Ltd | The evolving offshore landscape | 01 September 2021 – 31 August 2022 | Verifiable CPD activity | 1.5 |
FPI21100022 | Momentum, a divison of MMI Holdings | Sharon Hamman - Introduction to Trusts Part 1 | 01 October 2021 – 30 September 2022 | Verifiable CPD activity | 2.5 |
FPI21100021 | Alexander Forbes Financial Services (Pty) Ltd | Legal Technical Update session | 30th September 2021 | Verifiable CPD activity | 1 |
FPI21100020 | Alexander Forbes Financial Services (Pty) Ltd | Knowledge Knocks - deferred annuities by JUST SA | 29th September 2021 | Verifiable CPD activity | 1 |
FPI21100019 | Alexander Forbes Financial Services (Pty) Ltd | FCC law awareness | 20th September 2021 | Verifiable CPD activity | 1.5 |
FPI21100015 | Prima Research (Pty) Ltd | SA Retail Presentation | 06 October 2021 – 05 October 2022 | Verifiable CPD activity | 1 |
FPI21100013 | Sanlam Life Insurance Limited | POPIA Awareness | 01 September 2021 - 31 August 2022 | Verifiable CPD activity | 2.5 |
FPI21100012 | Momentum, a divison of MMI Holdings | Quarterly Outlook September 2021 | 17 September 2021 – 16 September 2022 | Verifiable CPD activity | 2.5 |
FPI21100011 | HSBC Securities South Africa (Pty) Ltd | European Consumer Staples – Jeremy Fialko and Robert Price | 21st – 25th May 2021 | Verifiable CPD activity | 1 |
FPI21100009 | The Conference Company (Pty) Ltd | Mid-Year Payroll Taxes and Associated Legislation Virtual Seminar 2021 (4,5,8 October 2021) | 04,05,08 October 2021 | Verifiable CPD activity | 7.5 |
FPI21100008 | Outsurance Insurance Company Limited | Claims Philosophy renewal | 01 September 2021 till 30 August 2022 | Verifiable CPD activity | 5 |
FPI21100007 | Outsurance Insurance Company Limited | Complaints handling procedure renewal | 30 September 2021 – 29 September 2022 | Verifiable CPD activity | 17.5 |
FPI21100003 | FPI Centre for Professional Development a division of FPI NPC | Proposing New Marriage Legislation in SA: The Green Paper | 12 October 2021 – 11 October 2022 | Verifiable CPD activity | 1 |
FPI21100002 | The Collaborative Exchange (Pty) Ltd | Financial Planning Summit 2021. | 22 & 23 September 2021 (live virtual event) and thereafter on-demand viewing until 30 September 2021. Delegates are able to watch all sessions on the agenda. | Verifiable CPD activity | 7.5 |
FPI21100001 | AC Develop (Pty) Ltd | OCS POPI Practical Strategies - ON1019477 | 01 October 2021 – 30 September 2022 | Verifiable CPD activity | 3 |
FPI21090220 | AC Develop (Pty) Ltd | OCS POPI Staff Awareness - ON 1019476 | 01 October 2021 – 30 September 2022 | Verifiable CPD activity | 3 |
FPI21090219 | AC Develop (Pty) Ltd | HIC Kitchen Fire Risks - ON1019475 | 01 November 2020 – 31 October 2021 | Verifiable CPD activity | 1 |
FPI21090214 | Nedbank Limited | Behavioural Finance | 01 October 2021 – 01 October 2022 | Verifiable CPD activity | 2 |
FPI21090212 | Nedbank Limited | Basic Investment Concepts | 01 October 2021 – 01 October 2022 | Verifiable CPD activity | 1 |
FPI21090211 | Momentum, a divison of MMI Holdings | FICAA Module 3 | 4 October 2021 – 3 October 2022 | Verifiable CPD activity | 2 |
FPI21090209 | Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo | FUNDAMENTALS OF TRUSTS 2021 | 30 April 2021 – 29 April 2022 | Verifiable CPD activity | 1.5 |
FPI21090208 | Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo | 7 HABITS TO BUILD A LEGANDARY FINANCIAL SERVICES PRACTICE 2021 | 27 August 2021 – 26 August 2022 | Verifiable CPD activity | 1 |
FPI21090207 | Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo | BUY AND SELL PITFALLS 2021 | 01 September 2021 – 31 August 2022 | Verifiable CPD activity | 1 |
FPI21090205 | Asset TV (Pty) Ltd | PASSIVE INVESTMENT MASTERCLASS - SEPTEMBER 2021 | 01 September 2021 – 31 August 2022 | Verifiable CPD activity | 0.5 |
FPI21090202 | Nedgroup Investments (Pty) Ltd | Nedgroup Investments Multi-Manager Insights - Day 1 | Tuesday, 31 August 2021 , Wednesday, 01 September 2021 | Verifiable CPD activity | 1.5 |
FPI21090201 | FPI Centre for Professional Development a division of FPI NPC | Deceased Estate webinar | 5 October 2021 – 31 May 2022 | Verifiable CPD activity | 1 |
FPI21090198 | AC Develop (Pty) Ltd | Coface Trade Credit Training | 01 October 2021 – 30 September 2022 | Verifiable CPD activity | 1 |
FPI21090197 | Asset TV (Pty) Ltd | BALANCED FUND MASTERCLASS - SEPTEMBER 2021 | 01 September 2021 – 31 August 2022 | Verifiable CPD activity | 1 |
FPI21090196 | Nedgroup Investments (Pty) Ltd | Nedgroup Investments Global Investment Summit Day 2 | Monday, 13th September 2021 , Tuesday, 14th September 2021 | Verifiable CPD activity | 2 |
FPI21090195 | Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo | RETIREMENT PLANNING 2021 ADVANCED | 01 April 2021 – 31 March 2022 | Verifiable CPD activity | 3 |
FPI21090194 | Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo | POST RETIREMENT - HOW A SIMPLE MISTAKE COST A FINANCIAL ADVISER ALMOST | 01 April 2021 – 31 March 2022 | Verifiable CPD activity | 1.5 |
FPI21090193 | Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo | WORLDWIDE WILLS AND DEALING WITH OFFSHORE ASSETS 2021 | 21 August 2021 – 20 August 2022 | Verifiable CPD activity | 0.5 |
FPI21090192 | Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo | PURPOSE DRIVEN TRUSTS 2021 | 01 May 2021 – 30 April 2022 | Verifiable CPD activity | 1 |
FPI21090191 | Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo | ESTATE TAXES PART 2 - 2021 | 21 August 2021 – 20 August 2022 | Verifiable CPD activity | 1 |
FPI21090190 | Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo | ESTATE TAXES PART 1 - 2021 | 21 August 2021 – 20 August 2022 | Verifiable CPD activity | 0.5 |
FPI21090189 | Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo | TAXATION OF TRUSTS 2021 | 21 August 2021 – 20 August 2022 | Verifiable CPD activity | 1 |
FPI21090188 | Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo | TESTAMENTARY ADVICE - MODULE 4 - 2021 | 13 August 2021 – 12 August 2022 | Verifiable CPD activity | 4 |
FPI21090187 | Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo | From Financial Anxiety to Financial Wonder | 07 September 2021 – 06 September 2022 | Verifiable CPD activity | 0.5 |
FPI21090186 | Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo | ESTATE PLANNING REFRESHER 2021 | 01 June 2021 – 31 May 2022 | Verifiable CPD activity | 2.5 |
FPI21090185 | Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo | CLS LAST WILL AND TESTAMENT | 01 September 2021 – 31 August 2022 | Verifiable CPD activity | 1.5 |
FPI21090184 | Masthead (Pty) Ltd | Understanding the impact of Fit and Proper Requirements on FSPs, KIs and Reps | ON1006107 | 28 September 2021 - 27 September 2022 | Verifiable CPD activity | 2.5 |
FPI21090183 | Old Mutual Wealth | Weekly Investment Committee and Stock Selection meeting September 2021 | 1st; 8th; 15th; 22nd; 29th September 2021 | Verifiable CPD activity | 2 |
FPI21090180 | Glacier Financial Holdings (Pty) Ltd | SP2 Investment Summit 2021. | 2 & 3 September 2021 | Verifiable CPD activity | 6 |
FPI21090175 | AC Develop (Pty) Ltd | FIA Virtual Summit 2021 | 01 October 2021 – 30 September 2022 | Verifiable CPD activity | 5.5 |
FPI21090174 | Nedgroup Investments (Pty) Ltd | Nedgroup Investments Global Investment Summit - Day 1 | Monday, 13th September 2021 , Tuesday, 14th September 2021 | Verifiable CPD activity | 2 |
FPI21090169 | Nedgroup Investments (Pty) Ltd | Nedgroup Investments Multi-Manager Insights - Day 2 | 13 & 14 September 2021 | Verifiable CPD activity | 1.5 |
FPI21090164 | FNB Stock Broking and Portfolio Management (Pty) Ltd | FRG Ethics Meetings - July and August 2021 | 01 July – 31 August 2021 | Verifiable CPD activity | 1.5 |
FPI21090163 | eStudy (Pty) Ltd | Financial Intelligence Centre Act. Renewal | 01 September 2021 – 31 August 2022 | Verifiable CPD activity | 7.5 |
FPI21090162 | Mazars Academy (Pty) Ltd | Focus areas of SARS for the 2021 Tax return | 01 September 2021 – 31 August 2022 | Verifiable CPD activity | 3 |
FPI21090160 | Masthead (Pty) Ltd | OSTI Consumer Workshop Online Course | ON1006107 | 01 October 2021 – 30 September 2022 | Verifiable CPD activity | 1 |
FPI21090159 | Magwitch Securities (Pty) Ltd | September 2021 ETF UPdate | 01 September 2021 – 31 August 2022 | Verifiable CPD activity | 1 |
FPI21090158 | AC Develop (Pty) Ltd | FIA Insight Q2 2021 | 22 September 2021 – 21 September 2022 | Verifiable CPD activity | 2 |
FPI21090157 | AC Develop (Pty) Ltd | FIA Insight Q1 2021 | 01 September 2021 – 31 August 2022 | Verifiable CPD activity | 3 |
FPI21090156 | Masthead (Pty) Ltd | Retirement Planning – Taxation on Lump Sum Benefits Course | ON1006107 | 01 Oct 2021 till 30 September 2022 | Verifiable CPD activity | 1 |
FPI21090151 | VAPS Consultancy (Pty) Ltd | Introduction to investments | 20 September 2021 – 19 September 2021 | Verifiable CPD activity | 1.5 |
FPI21090150 | VAPS Consultancy (Pty) Ltd | TCF Programme | 23 September 2021 – 22 September 2022 | Verifiable CPD activity | 4.5 |
FPI21090149 | Moonstone Business School of Excellence (Pty) Ltd | TCF Unpacking what it means Renewal | 01 October 2021 – 30 September 2022 | Verifiable CPD activity | 3.5 |
FPI21090148 | Moonstone Business School of Excellence (Pty) Ltd | Regulatory Update Renewal | 07 August 2021 – 06 August 2022 | Verifiable CPD activity | 3.5 |
FPI21090147 | Moonstone Business School of Excellence (Pty) Ltd | Managing conflicts of interest Renewal | 01 October 2021 – 30 September 2022 | Verifiable CPD activity | 1.5 |
FPI21090146 | Moonstone Business School of Excellence (Pty) Ltd | Legislation and Codes of Conduct Renewal | 01 October 2021 – 30 September 2022 | Verifiable CPD activity | 3 |
FPI21090145 | Moonstone Business School of Excellence (Pty) Ltd | Investigations and enforcement under the FSR Act Renewal | 01 October 2021 – 30 September 2022 | Verifiable CPD activity | 2.5 |
FPI21090144 | Moonstone Business School of Excellence (Pty) Ltd | Introduction to South African Legal Systems Renewal | 01 October 2021 – 30 September 2022 | Verifiable CPD activity | 3 |
FPI21090143 | Moonstone Business School of Excellence (Pty) Ltd | Impact of Technology on Long Term Insurance Renewal | 01 October 2021 – 30 September 2022 | Verifiable CPD activity | 1 |
FPI21090142 | Moonstone Business School of Excellence (Pty) Ltd | Compliance Reporting Renewal | 01 October 2021 – 30 September 2022 | Verifiable CPD activity | 3.5 |
FPI21090141 | Moonstone Business School of Excellence (Pty) Ltd | Compliance Introducing Enterprise Risk Management Renewal | 01 October 2021 – 30 September 2022 | Verifiable CPD activity | 2 |
FPI21090140 | Moonstone Business School of Excellence (Pty) Ltd | Compliance Advice Renewal | 01 October 2021 – 30 September 2022 | Verifiable CPD activity | 4 |
FPI21090139 | Moonstone Business School of Excellence (Pty) Ltd | Business Writing Skills | 01 October 2021 – 30 September 2022 | Verifiable CPD activity | 2 |
FPI21090138 | Moonstone Business School of Excellence (Pty) Ltd | Automotive Finance and Insurance - Customer Service Renewal | 01 October 2021 – 30 September 2022 | Verifiable CPD activity | 2 |
FPI21090137 | Moonstone Business School of Excellence (Pty) Ltd | A guide to recent changes in Competition Law Renewal | 01 October 2021 – 30 September 2022 | Verifiable CPD activity | 3 |
FPI21090136 | Masthead (Pty) Ltd | Develop a Risk Management Plan to protect your business, employees and clients | ON1006107 | 20 September 2021 – 19 September 2022 | Verifiable CPD activity | 3 |
FPI21090135 | FNB FInancial Advisory | Estate Planning: Risk, Investment & Retirement Planning | 01 September 2021 – 31 August 2022 | Verifiable CPD activity | 1 |
FPI21090134 | FNB FInancial Advisory | Estate Planning - Succession Planning | 01 September 2021 – 31 August 2022 | Verifiable CPD activity | 1 |
FPI21090133 | FNB FInancial Advisory | Estate Planning Tax Planning | 01 September 2021 – 31 August 2022 | Verifiable CPD activity | 1 |
FPI21090132 | FNB FInancial Advisory | Estate Planning Marital Regimes | 01 September 2021 – 31 August 2022 | Verifiable CPD activity | 1 |
FPI21090131 | FNB FInancial Advisory | Estate Planning intro | 01 September 2021 – 31 August 2022 | Verifiable CPD activity | 1 |
FPI21090126 | FMI, A Division Of Bidvest Life | TALKtime with FMI: The outcome of Income in the year that was. FMI 2020 Claims Report | 12 October 2021 – 11 October 2022 | Verifiable CPD activity | 1 |
FPI21090125 | Sister Act | Bonitas 2022 Masterclass | 2021 | Verifiable CPD activity | 0.5 |
FPI21090122 | Asset TV (Pty) Ltd | Retirement Income Masterclass | 12 August 2021 till 11 August 2022 | Verifiable CPD activity | 0.5 |
FPI21090120 | Kairos Training | Ethics & Compliance | 01 September 2021 – 31 August 2022 | Verifiable CPD activity | 1.5 |
FPI21090119 | Cadiz Funds (Pty) Ltd | The Forum November 2021 | 01 September 2021 – 31 August 2022 | Verifiable CPD activity | 6 |
FPI21090118 | Kairos Training | Financial Investments | 01 September 2021 – 31 August 2022 | Verifiable CPD activity | 1 |
FPI21090114 | Discovery Central Services (Pty) Ltd | Treating Customers Fairly | 01 September 2021 – 31 August 2022 | Verifiable CPD activity | 1 |
FPI21090113 | Integrity Academy (Pty) Ltd | Budgets and financial Reports renewal | 01 August 2021 – 31 July 2022 | Verifiable CPD activity | 4.5 |
FPI21090112 | Integrity Academy (Pty) Ltd | Virtual Team building and management renewal | 01 July 2021 – 30 June 2022 | Verifiable CPD activity | 4.5 |
FPI21090111 | Integrity Academy (Pty) Ltd | Telephone etiquette renewal | 01 August 2021 – 31 July 2022 | Verifiable CPD activity | 4.5 |
FPI21090110 | Integrity Academy (Pty) Ltd | Supervising others renewal | 01 July 2021 – 30 June 2022 | Verifiable CPD activity | 4.5 |
FPI21090109 | Integrity Academy (Pty) Ltd | Stress Management renewal | 01 July 2021 – 30 June 2022 | Verifiable CPD activity | 4.5 |
FPI21090108 | Integrity Academy (Pty) Ltd | Servant leadership renewal | 01 July 2021 – 30 June 2022 | Verifiable CPD activity | 4.5 |
FPI21090107 | Integrity Academy (Pty) Ltd | Sales Fundamentals renewal | 01 July 2021 – 30 June 2022 | Verifiable CPD activity | 4.5 |
FPI21090106 | Integrity Academy (Pty) Ltd | Prospecting and lead generation renewal | 01 July 2021 – 30 June 2022 | Verifiable CPD activity | 6.5 |
FPI21090105 | Integrity Academy (Pty) Ltd | Proposal writing renewal | 01 August 2021 – 31 July 2022 | Verifiable CPD activity | 4.5 |
FPI21090104 | Integrity Academy (Pty) Ltd | Personal productivity renewal | 01 July 2021 – 30 June 2022 | Verifiable CPD activity | 4.5 |
FPI21090103 | Integrity Academy (Pty) Ltd | Performance management renewal | 01 July 2021 – 30 June 2022 | Verifiable CPD activity | 4.5 |
FPI21090102 | Integrity Academy (Pty) Ltd | Overcoming sales objections renewal | 01 July 2021 – 30 June 2022 | Verifiable CPD activity | 6.5 |
FPI21090101 | Integrity Academy (Pty) Ltd | Organisational skills renewal | 01 July 2021 – 30 June 2022 | Verifiable CPD activity | 4.5 |
FPI21090100 | Integrity Academy (Pty) Ltd | Office politics for managers renewal | 01 August 2021 till 31 July 2022 | Verifiable CPD activity | 4.5 |
FPI21090099 | Integrity Academy (Pty) Ltd | Negotiation skills renewal | 01 July 2021 till 30 June 2022 | Verifiable CPD activity | 4.5 |
FPI21090098 | Integrity Academy (Pty) Ltd | Motivating your sales team renewal | 01 July 2021 till 30 June 2022 | Verifiable CPD activity | 4.5 |
FPI21090097 | Integrity Academy (Pty) Ltd | Managing workplace anxiety renewal | 01 July 2021 till 30 June 2022 | Verifiable CPD activity | 4.5 |
FPI21090096 | Integrity Academy (Pty) Ltd | Manager Management Renewal | 01 July 2021 till 30 June 2022 | Verifiable CPD activity | 4.5 |
FPI21090095 | Integrity Academy (Pty) Ltd | In Person Sales Renewal | 01 July 2021 till 30 June 2022 | Verifiable CPD activity | 4.5 |
FPI21090094 | Integrity Academy (Pty) Ltd | High performance teams remote workforce renewal | 01 July 2021 till 30 June 2022 | Verifiable CPD activity | 4.5 |
FPI21090093 | Integrity Academy (Pty) Ltd | High Performance teams inside the co renewal | 01 July 2021 till 30 June 2022 | Verifiable CPD activity | 4.5 |
FPI21090092 | Integrity Academy (Pty) Ltd | Goal setting and getting things done renewal | 01 July 2021 till 30 June 2022 | Verifiable CPD activity | 4.5 |
FPI21090091 | Integrity Academy (Pty) Ltd | Employee motivation renewal | 01 July 2021 till 30 June 2022 | Verifiable CPD activity | 4.5 |
FPI21090090 | Integrity Academy (Pty) Ltd | Emotional intelligence renewal | 01 July 2021 till 30 June 2022 | Verifiable CPD activity | 4.5 |
FPI21090089 | Integrity Academy (Pty) Ltd | Developing corporate behaviour renewal | 01 August 2021 till 31 July 2022 | Verifiable CPD activity | 4.5 |
FPI21090088 | Integrity Academy (Pty) Ltd | Dealing with difficult customers renewal | 01 July 2021 till 30 June 2022 | Verifiable CPD activity | 7 |
FPI21090087 | Integrity Academy (Pty) Ltd | Customer service renewal | 01 July 2021 till 30 June 2022 | Verifiable CPD activity | 4.5 |
FPI21090086 | Integrity Academy (Pty) Ltd | Conflict Resolution renewal | 01 August 2021 till 31 July 2022 | Verifiable CPD activity | 4.5 |
FPI21090085 | Integrity Academy (Pty) Ltd | Conduct Annual Employee Reviews Renewal | 01 August 2021 till 31 July 2022 | Verifiable CPD activity | 4.5 |
FPI21090084 | Integrity Academy (Pty) Ltd | Call Centre Training Renewal | 01 July 2021 till 30 June 2022 | Verifiable CPD activity | 6.5 |
FPI21090083 | Integrity Academy (Pty) Ltd | Business Etiquette Renewal | 01 August 2021 till 31 July 2022 | Verifiable CPD activity | 4.5 |
FPI21090082 | Integrity Academy (Pty) Ltd | Attention Management renewal | 01 August 2021 till 31 July 2022 | Verifiable CPD activity | 4.5 |
FPI21090081 | Integrity Academy (Pty) Ltd | Administrative Office Procedures Renewal | 01 July 2021 till 30 June 2022 | Verifiable CPD activity | 4.5 |
FPI21090080 | Integrity Academy (Pty) Ltd | Adminstrative Support Renewal | 01 August 2021 till 31 July 2022 | Verifiable CPD activity | 4.5 |
FPI21090079 | Derividoc | Clearing, Collateral and the Margin Regulations | 15 September 2021 and 16 September 2021 | Verifiable CPD activity | 5 |
FPI21090077 | HSBC Securities South Africa (Pty) Ltd | PGM Insights with Alison Cowley [Johnson Matthey | 19 May 2021 | 20 May 2021 | Verifiable CPD activity | 1 |
FPI21090071 | FPI Centre for Professional Development a division of FPI NPC | Umbrella Funds Programme | 7 October 2021 – 31 May 2022 | Verifiable CPD activity | 1.5 |
FPI21090070 | ABSA Group Limited | Absa Africa Banking Conference - Tuesday, 07 September and Wednesday, 08 September 2021 | 07 - 08 Sept 2021 | Verifiable CPD activity | 3.5 |
FPI21090065 | NBC Holdings (Pty) Ltd | POPIA Training Part 3 | 13 SEPTEMBER 2021 TO 30 SEPTEMBER 2021 | Verifiable CPD activity | 4 |
FPI21090063 | Momentum, a divison of MMI Holdings | MGIM Think Tank | 14 to 16 September 2021 | Verifiable CPD activity | 4.5 |
FPI21090060 | Asset TV (Pty) Ltd | ALTERNATIVE INVESTMENTS CONFERENCE I ACCESSIBILITY | 13 & 14 SEPTEMBER 2021 | Verifiable CPD activity | 0.5 |
FPI21090059 | Old Mutual Wealth | Building New Client Relationships: Opportunities and Social Media Renewal | 1 October 2021 – 30 September 2022 | Verifiable CPD activity | 1.5 |
FPI21090058 | Old Mutual Wealth | Building New Client Relationships: Client Experience - Renewal | 1 October 2021 – 30 September 2022 | Verifiable CPD activity | 3.5 |
FPI21090057 | Old Mutual Wealth | Introduction to IWP Workshop and Module - rENEWAL | 1 October 2021 – 30 September 2022 | Verifiable CPD activity | 7 |
FPI21090050 | Boutique Collective Investments (RF) (Pty) Ltd | August 2021 BCI Boutique on Wednesday views – Zoom Hosting | 01 August 2021 – 31 July 2022 | Verifiable CPD activity | 1.5 |
FPI21090048 | AC Develop (Pty) Ltd | SHA D&O Claims Close Up - ON963181 | 26 August 2021 – 25 August 2022 | Verifiable CPD activity | 1.5 |
FPI21090047 | Marriott Asset Management (Pty)Ltd | Marriott Roadshow Presentation September 2021 | 2 & 14 September 2021 | Verifiable CPD activity | 1 |
FPI21090046 | Stonehage Fleming Investment Management (South Africa) (Pty) Ltd | Risk Management and Compliance PROGRAMME | 01 September 2021 – 31 August 2022 | Verifiable CPD activity | 2 |
FPI21090044 | Coronation Management Company (Pty) Ltd | Conversations with Coronation_ Optimum Growth and Global Emerging Markets | 25 and 26 August 2021 – Live Webinar | Verifiable CPD activity | 1 |
FPI21090042 | Momentum, a divison of MMI Holdings | Ingrid Pretorius - 10-steps client engagement and financial planning and advice process | 01 June 2021 – 31 May 2021 | Verifiable CPD activity | 13.5 |
FPI21090041 | Allan Gray (Pty) Ltd | Alumni session: Deepening Your Listening Session | 13 | 27 August 2021 | Verifiable CPD activity | 2.5 |
FPI21090040 | Asset TV (Pty) Ltd | ALTERNATIVE INVESTMENTS CONFERENCE I 5 TRENDS PANEL | 13 & 14 SEPTEMBER 2021 | Verifiable CPD activity | 0.5 |
FPI21090039 | Asset TV (Pty) Ltd | ALTERNATIVE INVESTMENTS CONFERENCE I PRIVATE EQUITY PANEL | 13 & 14 SEPTEMBER 2021 | Verifiable CPD activity | 0.5 |
FPI21090038 | Asset TV (Pty) Ltd | ALTERNATIVE INVESTMENTS CONFERENCE I HEDGE FUNDS PANEL | 13 & 14 SEPTEMBER 2021 | Verifiable CPD activity | 0.5 |
FPI21090037 | Anchor Group Limited | Anchor IM 22 & 29 June 2021 | 22 June | 29 June 2021 | Verifiable CPD activity | 1.5 |
FPI21090034 | Anchor Group Limited | Anchor IM 01 & 06 July 2021 | 01 July 2021 | 06 July 2021 | Verifiable CPD activity | 1.5 |
FPI21090033 | Anchor Group Limited | Anchor IM 24 & 26 August 2021 | 24 August 2021 | 26 August 2021 | Verifiable CPD activity | 1.5 |
FPI21090032 | Sanlam Life Insurance Limited | Shariah Wills | 08 September 2021 till 07 September 2022 | Verifiable CPD activity | 1 |
FPI21090030 | Asset TV (Pty) Ltd | ALTERNATIVE INVESTMENTS CONFERENCE I INFRASTRUCTURE PANEL | 13 & 14 SEPTEMBER 2021 | Verifiable CPD activity | 0.5 |
FPI21090029 | Asset TV (Pty) Ltd | ALTERNATIVE INVESTMENTS CONFERENCE I LIQUIDITY | 13 & 14 SEPTEMBER 2021 | Non-veriifable CPD activity | Declined |
FPI21090028 | Asset TV (Pty) Ltd | ALTERNATIVE INVESTMENTS CONFERENCE I AFFORDABILITY | 13 & 14 SEPTEMBER 2021 | Verifiable CPD activity | 0.5 |
FPI21090027 | Asset TV (Pty) Ltd | ALTERNATIVE INVESTMENTS CONFERENCE I ACCESSIBILITY | 13 & 14 SEPTEMBER 2021 | Verifiable CPD activity | 0.5 |
FPI21090026 | Simply Learn CC | The ABC of POPI | 01 September 2021 – 31 August 2022 | Verifiable CPD activity | 6 |
FPI21090024 | FPI Centre for Professional Development a division of FPI NPC | Current Economic Climate & Investment Implications Webinar | 23 September 2021 – 22 September 2022 | Verifiable CPD activity | 1 |
FPI21090018 | Asset TV (Pty) Ltd | ALTERNATIVE INVESTMENTS CONFERENCE | 13 & 14 SEPTEMBER 2021 | Verifiable CPD activity | 4 |
FPI21090017 | PPS Insurance Company Limited | Investment Planning Workshop | 01 September 2021 – 31 August 2022 | Verifiable CPD activity | 15.5 |
FPI21090016 | Sanlam Life Insurance Limited | SC Legal Reports| May-July 2021 | 1 September 2021 – 31 May 2022 | Verifiable CPD activity | 2.5 |
FPI21090011 | Masthead (Pty) Ltd | Conflict of Interest and Remuneration Course | 02 September 2021 – 01 September 2022 | Verifiable CPD activity | 0.5 |
FPI21090010 | Morningstar Investment Management South Africa (Pty) Ltd | Morningstar Q2 2021 Investment Committee Portfolio Review Meetings | 18 July – 20 August 2021 | Verifiable CPD activity | 1 |
FPI21090009 | 2IP (Pty) Ltd | The Global Macro Economic Backdrop and its Relevance to the Investment Environment Q3 2021 | 16 August 2021 – 15 August 2022 | Verifiable CPD activity | 1.5 |
FPI21090005 | Just Retirement Life South Africa Ltd | Deferred Annuitiasation | 29 June 2021 | Verifiable CPD activity | 1 |
FPI21090003 | One Financial Services | SYNEVO Inspections & | 01 September 2021 – 31 August 2022 | Verifiable CPD activity | 1 |
FPI21090001 | Liberty Group Limited | Giving your clients a reason to stay (lapses and retentions) | 01 September 2021 – 31 August 2022 | Verifiable CPD activity | 1.5 |
FPI21080196 | Old Mutual Personal Finance | Succession Planning 2 – Pareto/Xplan integration Demonstrating Value | 31 Aug 2021 till 30 Aug 2022 | Verifiable CPD activity | 1 |
FPI21080195 | PortfolioMetrix Asset Management SA (Pty) Ltd | PortfolioMetrix Bond 101 Webinar | 02 August 2021 | Verifiable CPD activity | 0.5 |
FPI21080194 | Naviga Solutions (Pty) Ltd | Economic Update from ETM - 17 August 2021 | 17 August 2021 | Verifiable CPD activity | 1.5 |
FPI21080193 | Melville Douglas Investment Management (Pty) Ltd | Webinar 26th August 2021 - Melville Douglas ESG Focus. | 26 August 2021 | Verifiable CPD activity | 1 |
FPI21090192 | Sanlam Life Insurance Limited | Simeka Consultants Forum 02 August 2021 | 02 August 2021 | Verifiable CPD activity | 2.5 |
FPI21080190 | Masthead (Pty) Ltd | Bubble, Bubble, Toil and Trouble – Essentials for Financial Advisors Course | 01 September 2021 – 31 August 2022 | Verifiable CPD activity | 1 |
FPI21080189 | DOCFOX | FICA Awareness: A Practical Approach | 01 September 2021 – 31 August 2022 | Verifiable CPD activity | 2 |
FPI21080188 | PPS Insurance Company Limited | Estate Planning eLearning Modules | 01 September 2021 – 31 August 2022 | Verifiable CPD activity | 7 |
FPI21080187 | Reitway Global (Pty) Ltd | Where is Real Estate in the Market Rotation? - Webinar Featuring an International Panel | 08 September 2021 | Verifiable CPD activity | 1 |
FPI21080186 | Discovery Central Services (Pty) Ltd | Renewal - Introduction to a Financial Needs Analysis | 01 September 2021 – 31 August 2022 | Verifiable CPD activity | 3 |
FPI21080185 | Discovery Central Services (Pty) Ltd | Renewal - Basics of Financial Planning Part 2 Practical | 01 September 2021 – 31 August 2022 | Verifiable CPD activity | 3 |
FPI21080184 | Momentum, a divison of MMI Holdings | Renewal - Basic of Financial Planning - Part 1 - Theory | 01 September 2021 – 31 August 2022 | Verifiable CPD activity | 3 |
FPI21080183 | PPS Insurance Company Limited | Estate Planning Workshop | 31 August 2021 – 30 August 2022 | Verifiable CPD activity | 12 |
FPI21080182 | PPS Insurance Company Limited | Business Assurance Workshop | 30 August 2021 – 29 August 2022 | Verifiable CPD activity | 9.5 |
FPI21080181 | Momentum, a divison of MMI Holdings | “Webinar: Offshore investing made simple Part 4: Financial emigration”, dated 24 August 2021 | 24 August 2021 | Verifiable CPD activity | 1 |
FPI21080180 | Momentum, a divison of MMI Holdings | Quarterly Investment and Economic Review: Quarter 2 2021 - 17 Aug 2021 | 17 August 2021 | Verifiable CPD activity | 2 |
FPI21080179 | Momentum, a divison of MMI Holdings | Introducing ‘soft facts’ and Client hub | 16 August 2021 – 15 August 2022 | Verifiable CPD activity | 1 |
FPI21080178 | Momentum, a divison of MMI Holdings | FNB Stockbroking and Portfolio Management – Lockdown Reflections 30 June 2021 | 30 June 2021 | Verifiable CPD activity | 2 |
FPI21080177 | Momentum, a divison of MMI Holdings | FNB Stockbroking and Portfolio Management – BID & Macro Overview 23 June 2021 | 23 June 2021 | Verifiable CPD activity | 2 |
FPI21080176 | Momentum, a divison of MMI Holdings | FICAA Module Two | 31 August 2021 – 30 August 2022 | Verifiable CPD activity | 2 |
FPI21080175 | Momentum, a divison of MMI Holdings | FICAA - Module 1 | 31 August 2021 – 30 August 2022 | Verifiable CPD activity | 1.5 |
FPI21080174 | Full Value Financial Services (Pty) Ltd | Bonds pricing and duration | 01 August 2021 – 31 July 2022 | Verifiable CPD activity | 4 |
FPI21080173 | Old Mutual Corporate | The Great Debate: Standalone vs Umbrella Funds | 25 August 2021 | Verifiable CPD activity | 1 |
FPI21080172 | Counterpoint Boutique (Pty) Ltd | Beating inflation in a low interest rate environment: Our fixed income strategy 4 August 2021 | 04 August 2021 | Verifiable CPD activity | 0.5 |
FPI21080171 | Asset TV (Pty) Ltd | FIXED INCOME MASTERCLASS | AUGUST 2021 | 18 August 2021 | Verifiable CPD activity | 1 |
FPI21080170 | IHRM | Prescribed Minimum Benefits Webinar Part 2 | 01 August 2021 – 31 July 2022 | Verifiable CPD activity | 1.5 |
FPI21080169 | Kairos Training | COB - Long-term Insurance | 01 September 2021 – 31 August 2022 | Verifiable CPD activity | 1.5 |
FPI21080168 | Momentum, a divison of MMI Holdings | Wills Week | 01 August 2021 – 31 July 2022 | Verifiable CPD activity | 1 |
FPI21080167 | Masthead (Pty) Ltd | Driving Success in Challenging Times Part 2. | 1 September 2021 - 31 August 2022 | Verifiable CPD activity | 1.5 |
FPI21080166 | Old Mutual Wealth | PFA Monthly Investment Briefing 19 August | 19 August 2021 – 18 August 2022 | Verifiable CPD activity | 0.5 |
FPI21080165 | Asset TV (Pty) Ltd | WOMEN IN FINANCE ADVANCEMENT OF WOMEN IN INVESTING | 19 August 2021 | Verifiable CPD activity | 0.5 |
FPI21080164 | Asset TV (Pty) Ltd | WOMEN IN FINANCE I ESG IN CONVERSATION | 18 August 2021 | Verifiable CPD activity | 0.5 |
FPI21080163 | STANLIB Wealth Management (Pty) Ltd | INN8 Future of Advice | 24 August 2021 | Verifiable CPD activity | 1 |
FPI21080162 | STANLIB Wealth Management (Pty) Ltd | STANLIB Invest with MORE perspective | 25 August 2021 | Verifiable CPD activity | 0.5 |
FPI21080161 | Chartered Financial Analyst Society of South Africa NPC | Geo-Economics Chapter: The Rivalry between the United States and China | 15 September 2021 | Verifiable CPD activity | 1 |
FPI21080160 | STANLIB Wealth Management (Pty) Ltd | STANLIB Quarterly Investment Centre | 18 August 2021 | Verifiable CPD activity | 0.5 |
FPI21080159 | Rand Merchant Bank, a division of FirstRand Bank Limited | RMB Markets Research webinar - 20 August 2021 | 20 August 2021 | Verifiable CPD activity | 1 |
FPI21080158 | Nedbank Limited | Recordkeeping and reporting | 26 August 2021 till 25 Aug 2022 | Verifiable CPD activity | 3 |
FPI21080157 | Nedbank Limited | Explaining Risk Based Approach and ERA | 26 August 2021 till 25 Aug 2022 | Verifiable CPD activity | 3 |
FPI21080156 | Nedbank Limited | Client Due Diligence (CDD) | 26 August 2021 till 25 Aug 2022 | Verifiable CPD activity | 3 |
FPI21080155 | Nedbank Limited | Beneficial Owner (BO) | 26 August 2021 till 25 Aug 2022 | Verifiable CPD activity | 3 |
FPI21080154 | Nedbank Limited | Foreign Prominent Public Official and Domestic Prominent Influential Person (FPPO/DPIP) | 25 August 2021 till 24 August 2022 | Verifiable CPD activity | 3 |
FPI21080153 | Nedbank Limited | High Risk Clients - AML Awareness Training | 25 August 2021 till 24 August 2022 | Verifiable CPD activity | 3.5 |
FPI21080152 | Discovery Central Services (Pty) Ltd | Renewal - The impact of medical scheme fraud waste and abuse | 01 Sept 2021 till 31 Aug 2022 | Verifiable CPD activity | 1.5 |
FPI21080151 | Discovery Central Services (Pty) Ltd | Renewal - National Health Insurance Bill | 01 Sept 2021 till 31 Aug 2022 | Verifiable CPD activity | 0.5 |
FPI21080150 | Discovery Central Services (Pty) Ltd | Renewal - Four myths of investing | 01 Sept 2021 till 31 Aug 2022 | Verifiable CPD activity | 0.5 |
FPI21080149 | Discovery Central Services (Pty) Ltd | Renewal - The importance of covering your childrens education | 01 Sept 2021 till 31 Aug 2022 | Verifiable CPD activity | 1 |
FPI21080148 | Discovery Central Services (Pty) Ltd | Renewal - Risk management and advice | 01 Sept 2021 till 31 Aug 2022 | Verifiable CPD activity | 0.5 |
FPI21080147 | Discovery Central Services (Pty) Ltd | Renewal - Reinsurance- How insurers make sure they meet their commitments | 01 Sept 2021 till 31 Aug 2022 | Verifiable CPD activity | 2 |
FPI21080146 | Discovery Central Services (Pty) Ltd | Renewal - Changing nature of shortterm insurance through technology | 01 Sept 2021 till 31 Aug 2022 | Verifiable CPD activity | 1 |
FPI21080145 | Stonehage Fleming Investment Management (South Africa) (Pty) Ltd | Now and for future generations: Investment opportunities | 15 September 2021 | Verifiable CPD activity | 0.5 |
FPI21080144 | Investec Bank Limited | Macro Monday Nov 2021 | 01 November till 30 November 2021 | Verifiable CPD activity | 0.5 |
FPI21080143 | Investec Bank Limited | Macro Monday Oct 2021 | 01 Oct 2021 till 31 Oct 2021 | Verifiable CPD activity | 0.5 |
FPI21080142 | Credo Capital Limited | Credo Fireside Chat - The Art & Science of Fund Manager Research with Jeffrey Ptak | 02 September 2021 | Verifiable CPD activity | 1 |
FPI21080141 | Sanlam Life Insurance Limited | SIM Balanced Fund Quarterly Webinar July 2021 | 27 July 2021 | Verifiable CPD activity | 1 |
FPI21080140 | PPS Investments (Pty) Ltd | PPS Retirement Summit | 25 August 2021 - 24 Aug 2022 | Verifiable CPD activity | 2 |
FPI21080139 | NBC Holdings (Pty) Ltd | POPIA Training new programme | 30 AUGUST 2021 TO 10 SEPTEMBER 2021 | Verifiable CPD activity | 5 |
FPI21080138 | NBC Holdings (Pty) Ltd | Complaints Management Framework Training | 05 September 2021 | Verifiable CPD activity | 4.5 |
FPI21080137 | ICTS Legal Services (Pty) Ltd | Mercer March BEnefits 2021 | 17 July 2021 | Verifiable CPD activity | 1 |
FPI21080136 | PPS Academy, a division of PPS Insurance (Pty) Ltd | COB Investments Renewal | 01 September 2021 till 31 August 2022 | Verifiable CPD activity | 9 |
FPI21080135 | PPS Academy, a division of PPS Insurance (Pty) Ltd | COB LTI Renewal | 01 September 2021 till 31 August 2022 | Verifiable CPD activity | 9 |
FPI21080134 | STANLIB Wealth Management (Pty) Ltd | STANLIB Multi-Manager: Future Focus Quarterly DFM Performance Feedback | 31 August 2021 | Verifiable CPD activity | 0.5 |
FPI21080133 | Nedbank Limited | Coaching Skills for Leaders and Managers. | September 2021 to September 2022 | Verifiable CPD activity | 0.5 |
FPI21080132 | HSBC Securities South Africa (Pty) Ltd | David Faulkner Fixed Income Marketing | 24th – 27th May, 03rd - 10th June 2021 | Verifiable CPD activity | 1 |
FPI21080131 | Asset TV (Pty) Ltd | In the Hotseat | DFM I August 2021 | 17 August 2021 | Verifiable CPD activity | 0.5 |
FPI21080130 | The Sales Councel | Strategies to Drive Sales Productivity | 01 August 2021 – 31 July 2022 | Verifiable CPD activity | 2.5 |
FPI21080129 | The Sales Councel | Foundations in Professional Social Selling | 01 August 2021 – 31 July 2022 | Verifiable CPD activity | 1.5 |
FPI21080128 | The Sales Councel | Deliver Dramatic Data-Driven Presentations | 01 August 2021 – 31 July 2022 | Verifiable CPD activity | 1 |
FPI21080127 | The Sales Councel | Powerful Pitch Practices that Win Deals | 01 August 2021 – 31 July 2022 | Verifiable CPD activity | 2 |
FPI21080126 | The Sales Councel | Stakeholder Engagement for Strategic Selling | 01 August 2021 – 31 July 2022 | Verifiable CPD activity | 2 |
FPI21080125 | The Sales Councel | Sales Superpowers – The Tools You Never Knew You Needed | 01 August 2021 – 31 July 2022 | Verifiable CPD activity | 1.5 |
FPI21080124 | The Sales Councel | Hosting Remote Client Meetings | 01 August 2021 – 31 July 2022 | Verifiable CPD activity | 1 |
FPI21080123 | The Sales Councel | Tech Set-up for Professional Client Meetings | 01 August 2021 – 31 July 2022 | Verifiable CPD activity | 1 |
FPI21080122 | VAPS Consultancy (Pty) Ltd | Understanding Crypto Currency | 25th August 2021 – 24th August 2022 | Verifiable CPD activity | 3 |
FPI21080121 | HSBC Securities South Africa (Pty) Ltd | Nick Smithie and Ryan Wang on the US economy and GEMs Multi-Asset Strategy | 17th May – 24th May 2021 | Verifiable CPD activity | 2 |
FPI21080120 | Momentum, a divison of MMI Holdings | Momentum Financial Planning – Investment Planning for Professionals | 01 August 2021 – 31 July 2022 | Verifiable CPD activity | 3.5 |
FPI21080119 | FPI Centre for Professional Development a division of FPI NPC | Taxpayers Rights Matter 2 Webinar | 21 September 2021 – 31 May 2022 | Verifiable CPD activity | 1 |
FPI21080118 | FPI Centre for Professional Development a division of FPI NPC | Climate Risk and Investment Planning Webinar | 16 September 2021 – 31 May 2022 | Verifiable CPD activity | 1 |
FPI21080117 | Momentum, a divison of MMI Holdings | Sharon Hamman - GEPF (Short version) | 01 August 2021 – 31 July 2022 | Verifiable CPD activity | 2 |
FPI21080116 | Liberty Group Limited | Virtual Coaching 2.0 | 01 August 2021 – 31 July 2022 | Verifiable CPD activity | 2.5 |
FPI21080115 | Liberty Group Limited | Story Telling in Organisations | 01 August 2021 – 31 July 2022 | Verifiable CPD activity | 2.5 |
FPI21080114 | Sanlam Life Insurance Limited | Sanlam Private Wealth Webinar Series - Local & Offshore Tax Structuring | 29 June 2021 | Verifiable CPD activity | 0.5 |
FPI21080113 | Sanlam Life Insurance Limited | Sanlam Trust webinar 1 September 2021 | 01 September 2021 | Verifiable CPD activity | 1 |
FPI21080112 | Sanlam Life Insurance Limited | SIM Inflation Plus fund Quarterly Webinar | 26 July 2021 | Verifiable CPD activity | 0.5 |
FPI21080111 | Sanlam Life Insurance Limited | SIM Fixed Income Quarterly Webinar 21 July 2021 | 21 July 2021 | Verifiable CPD activity | 0.5 |
FPI21080110 | Sanlam Life Insurance Limited | Consultants Forum - 30 June 2021 | 30 June 2021 | Verifiable CPD activity | 2 |
FPI21080109 | PSG Wealth Financial Planning (Pty) Ltd Bellville | PSG Insure Sasria Q& A Session - 16 July 2021 | 16 July 2021 | Non-veriifable CPD activity | Declined |
FPI21080108 | PSG Wealth Financial Planning (Pty) Ltd Bellville | PSG Quarterly Investment Outlook - 29 July 2021 | 29 July 2021 | Verifiable CPD activity | 0.5 |
FPI21080107 | Kairos Training | POPIA Compliance | 01 August 2021 – 31 July 2022 | Verifiable CPD activity | 2 |
FPI21080106 | Asset TV (Pty) Ltd | In the Hotseat Equities | 13 August 2021 | Verifiable CPD activity | 0.5 |
FPI21080105 | FPI Centre for Professional Development a division of FPI NPC | Settlements Webinar | 08 September 2021 – 31 May 2022 | Verifiable CPD activity | 1 |
FPI21080104 | Fundnews Africa CC | Aurum Webinar | 17 August 2021 | Verifiable CPD activity | 0.5 |
FPI21080103 | Laurium Capital (Pty) Ltd | Laurium Capital - Boardroom Talk Webinar - Hedge your 04 Aug 2021 bets ..... and your portfolio | 04 August 2021 | Verifiable CPD activity | 0.5 |
FPI21080102 | Allan Gray (Pty) Ltd | Offshore Advisors Services Workshop | 21 July 2021 | Verifiable CPD activity | 1 |
FPI21080101 | Allan Gray (Pty) Ltd | Umbrella Fund Multi-Manager Portfolios update | 6 August 2021 | 06 August 2021 | Verifiable CPD activity | 0.5 |
FPI21080100 | Alexander Forbes Financial Services (Pty) Ltd | Retirement Savvy - August 2021 | 06 August 2021 | Verifiable CPD activity | 1.5 |
FPI21080099 | Glacier Financial Holdings (Pty) Ltd | Glacier Public Sector Workshop | 05 August 2021 | Verifiable CPD activity | 1.5 |
FPI21080098 | Glacier Financial Holdings (Pty) Ltd | A morning with Diane Seccombe | 18/19/23/25 August 2021 | Verifiable CPD activity | 1.5 |
FPI21080097 | Chartered Financial Analyst Society of South Africa NPC | finweek Collective Insight Round Table Virtual Discussion III: Alternative investment options for the retail investor | 23 August 2021 | Verifiable CPD activity | 1.5 |
FPI21080096 | Moonstone Business School of Excellence (Pty) Ltd | Refresher Short -term & Long-term Deposits (CPD) | 31 August 2021 – 30 August 2022 | Verifiable CPD activity | 6 |
FPI21080095 | Moonstone Business School of Excellence (Pty) Ltd | Fundamentals of Financial Mathematics Renewal | 31 August 2021 – 30 August 2022 | Verifiable CPD activity | 10 |
FPI21080094 | Moonstone Business School of Excellence (Pty) Ltd | Effective writing skills for financial advisors Renewal | 31 August 2021 – 30 August 2022 | Verifiable CPD activity | 5 |
FPI21080093 | Moonstone Business School of Excellence (Pty) Ltd | A guide to effective time management Renewal | 31 August 2021 – 30 August 2022 | Verifiable CPD activity | 1 |
FPI21080092 | Moonstone Business School of Excellence (Pty) Ltd | Educational Marketing Renewal | 31 August 2021 – 30 August 2022 | Verifiable CPD activity | 2 |
FPI21080091 | Moonstone Business School of Excellence (Pty) Ltd | Cyber Security POPIA Renewal | 31 August 2021 – 30 August 2022 | Verifiable CPD activity | 1.5 |
FPI21080090 | Moonstone Business School of Excellence (Pty) Ltd | Cyber Security GDPR and its applicability to the Financial Sector Renewal | 31 August 2021 – 30 August 2022 | Verifiable CPD activity | 1.5 |
FPI21080089 | Moonstone Business School of Excellence (Pty) Ltd | Compliance Training Methodologies Renewal | 31 August 2021 – 30 August 2022 | Verifiable CPD activity | 3.5 |
FPI21080088 | Moonstone Business School of Excellence (Pty) Ltd | Compliance Sampling Renewal | 31 August 2021 – 30 August 2022 | Verifiable CPD activity | 1.5 |
FPI21080087 | Moonstone Business School of Excellence (Pty) Ltd | Compliance Risk Assessment Renewal | 31 August 2021 – 30 August 2022 | Verifiable CPD activity | 2.5 |
FPI21080086 | Moonstone Business School of Excellence (Pty) Ltd | Compliance Regulatory Requirements Renewal | 31 August 2021 – 30 August 2022 | Verifiable CPD activity | 2.5 |
FPI21080085 | Moonstone Business School of Excellence (Pty) Ltd | Compliance Record Keeping Renewal | 31 July 2021 – 30 July 2022 | Verifiable CPD activity | 2.5 |
FPI21080084 | Moonstone Business School of Excellence (Pty) Ltd | Introduction to Goal-Based Financial Planning Renewal | 31 July 2021 – 30 July 2022 | Verifiable CPD activity | 4.5 |
FPI21080083 | Kagiso Collective Investments (Pty) Ltd | Shariah investment opportunities for a new year” | 25 August 2021 | Verifiable CPD activity | 1 |
FPI21080082 | Sanlam Life Insurance Limited | Q2 2021 Quarterly Investment Committee Meetings (for Graviton & Glacier Invest clients) | 29 July to 30th September 2021 | Verifiable CPD activity | 2 |
FPI21080081 | Discovery Central Services (Pty) Ltd | Distribution Training – Privacy | 01 August 2021 – 30 July 2022 | Verifiable CPD activity | 1 |
FPI21080080 | Momentum, a divison of MMI Holdings | Rene J V Rensburg - Quarterly Advisers Sessions (Aug 2021) | 23 and 24 August 2021 | Verifiable CPD activity | 0.5 |
FPI21080079 | AC Develop (Pty) Ltd | Hollard Insure Regional & COE Market Review - Aug 2021 | 01 August 2021 – 31 July 2021 | Verifiable CPD activity | 16.5 |
FPI21080078 | AC Develop (Pty) Ltd | Professional Investment Advice | 01 August 2021 – 31 July 2021 | Verifiable CPD activity | 2 |
FPI21080077 | Boutique Collective Investments (RF) (Pty) Ltd | our July “Boutiques on Wednesdays – Zoom sessions | 07 July 2021 | Verifiable CPD activity | 2 |
FPI21080076 | VAPS Consultancy (Pty) Ltd | Financial Markets | 18 August 2021 – 17 August 2022 | Verifiable CPD activity | 5 |
FPI21080075 | Old Mutual Personal Finance | Coffee with Legal - POPIA 05 August 2021 | 05 August 2021 | Verifiable CPD activity | 1 |
FPI21080074 | Sanlam Life Insurance Limited | Amplify InTouch webinar Q2 | Delivering certainty through consistency | 11 June 2021 | Verifiable CPD activity | 0.5 |
FPI21080073 | Sanlam Life Insurance Limited | ALL EMPOWERED Inclusons wins, diversity matters 23 July 2021 | 23 July 2021 | Verifiable CPD activity | 1 |
FPI21080072 | Old Mutual Wealth | Weekly Investment Committee and Stock Selection meeting August 2021 | 4th; 11th; 18th; 25th August 2021 | Verifiable CPD activity | 2 |
FPI21080071 | Discovery Central Services (Pty) Ltd | Discovery Employee Benefits Investment Webinar with Ninety One - 18 August 2021 | 18 August 2021 | Verifiable CPD activity | 0.5 |
FPI21080070 | Liberty Group Limited | Creating Opportunities through your Centre of Influence | 01 August 2021 – 31 July 2022 | Verifiable CPD activity | 2 |
FPI21080069 | eStudy (Pty) Ltd | Treating Customers Fairly Renewal | 01 August 2021 – 31 July 2022 | Verifiable CPD activity | 3 |
FPI21080068 | eStudy (Pty) Ltd | CPD renewal of Money Laundering | 01 August 2021 – 31 July 2022 | Verifiable CPD activity | 2.5 |
FPI21080067 | Citadel Investment Services (Pty) Ltd | SDI and Adv ops - Virtual Roadshow - 08 February 2021 | 08 February 2021 | Verifiable CPD activity | 1 |
FPI21080066 | ABSA Group Limited | Connecting the disconnect July 2021 | 14 July 2021 | Verifiable CPD activity | 1 |
FPI21080065 | Momentum, a divison of MMI Holdings | Investment advice: Risk profiling as a component of suitability | 01 August 2021 – 31 July 2022 | Verifiable CPD activity | 2 |
FPI21080064 | Discovery Central Services (Pty) Ltd | Renewal Replacements | 01 July 2021 – 30 June 2022 | Verifiable CPD activity | 0.5 |
FPI21080063 | Allan Gray (Pty) Ltd | Webinar: Allan Gray Umbrella Fund due diligence | 10 June 2021 | Verifiable CPD activity | 0.5 |
FPI21080062 | Anchor Group Limited | Filing Season 21 - successfully claiming home office expenses | 05 August 2021 | Verifiable CPD activity | 1 |
FPI21080061 | Sanlam Life Insurance Limited | Buy and Sell Digital Drive 13 August 2021 | 13 August 2021 till 12 August 2022 | Verifiable CPD activity | 0.5 |
FPI21080060 | Sanlam Life Insurance Limited | SFP Colloquium Aug 2021 | 03 August 2021 | Verifiable CPD activity | 1 |
FPI21080059 | Asset TV (Pty) Ltd | FIXED INCOME QUARTERLY FEEDBACK SESSION JULY 2021 ASHBURTON | 01 August 2021 – 31 July 2022 | Verifiable CPD activity | 0.5 |
FPI21080058 | Sanlam Life Insurance Limited | Peregrine Falcon Virtual Conference | 1 & 2 July 2021 | Verifiable CPD activity | 4 |
FPI21080057 | STANLIB Wealth Management (Pty) Ltd | STANLIB PORTFOLIO UPDATE: Equity and Global Balanced Funds | 11 August 2021 | Verifiable CPD activity | 0.5 |
FPI21080056 | Investec Bank Limited | Introduction to Structured Products | 01 August 2021 – 31 July 2022 | Verifiable CPD activity | 1 |
FPI21080055 | ABSA Group Limited | Q3 Webinar - Port and rail constraints on SA Businesses | 08 July 2021 | Verifiable CPD activity | 1 |
FPI21080054 | The Conference Company (Pty) Ltd | Payroll Managers Monthly Training Update Webinar 2021 (10 August 2021) | 10 August 2021 | Verifiable CPD activity | 1 |
FPI21080053 | Rand Merchant Bank, a division of FirstRand Bank Limited | 26July 2021- RMB Africa webinar: In conversation with the Egyptian IMF Resident Representative, Said Bakhache | 26 July 2021 | Verifiable CPD activity | 1 |
FPI21080052 | PortfolioMetrix Asset Management SA (Pty) Ltd | PortfolioMetrix Investment Committee Quarterly Market Update | 22 July 2021 | Verifiable CPD activity | 1 |
FPI21080051 | Counterpoint Boutique (Pty) Ltd | Coffee with Counterpoint - July 2021 | 21 July 2021 | Verifiable CPD activity | 1 |
FPI21080050 | Liberty Group Limited | Leaving a Lasting Legacy - CPD Application (1 June 2021 - 31 May 2022) | 01 June 2021 – 31 May 2022 | Verifiable CPD activity | 3.5 |
FPI21080049 | Cinnabar Investment Management (Pty) Ltd | Investment Insights and Q3 Feedback 2021 | 23 July 2021 | Verifiable CPD activity | 0.5 |
FPI21080048 | ABSA Group Limited | Absa webinar with Clem Sunter - hosted by Peter Worthington on Thursday, 05 August 2021 | 05 August 2021 | Verifiable CPD activity | 1.5 |
FPI21080047 | Old Mutual Investment Group (Pty) Ltd | Old Mutual Investment Insights 28 July 2021 | 28 July 2021 | Verifiable CPD activity | 1.5 |
FPI21080046 | Anchor Group Limited | Insurance Legislation | 02 August 2021 | Verifiable CPD activity | 3 |
FPI21080045 | Anchor Group Limited | Anchor Webinar: Offshore investing made simple Part 3: The mechanics of investing offshore | 02 August 2021 | Verifiable CPD activity | 1 |
FPI21080044 | Citadel Investment Services (Pty) Ltd | CAM Investment Presentation July 2021 | 28 July 2021 | Verifiable CPD activity | 2.5 |
FPI21080043 | Masthead (Pty) Ltd | POPI Online Course. | 10 August 2021 – 09 August 2022 | Verifiable CPD activity | 2.5 |
FPI21080042 | FNB Stock Broking and Portfolio Management (Pty) Ltd | FNB Stockbroking and Portfolio Management – Platinum & Ashburton Investments 09 June 2021 | 09 June 2021 | Verifiable CPD activity | 1.5 |
FPI21080041 | FNB Stock Broking and Portfolio Management (Pty) Ltd | FNB Stockbroking and Portfolio Management – Raubex | 02 June 2021 | Non-verifiable CPD activity | DECLINED |
FPI21080040 | Alexander Forbes Financial Services (Pty) Ltd | Magwitch Securities - Exchange Traded Funds | 30 June 2021 | Verifiable CPD activity | 1 |
FPI21080039 | Liberty Group Limited | Leading Change with Empathy | 01 August 2021 – 31 July 2022 | Verifiable CPD activity | 2 |
FPI21080038 | Liberty Corporate | POPIA Programme | 01 July 2021-31 May 2022 | Verifiable CPD activity | 1 |
FPI21080037 | Momentum, a divison of MMI Holdings | Quarterly Outlook June 2021 | 25 June 2021 – 24 June 2022 | Verifiable CPD activity | 3 |
FPI21080036 | Discovery Central Services (Pty) Ltd | Renewal - Business Insurance Liability Class | 01 August 2021 – 31 July 2022 | Verifiable CPD activity | 1 |
FPI21080035 | Discovery Central Services (Pty) Ltd | Renewal - Business Insurance: Accident class | 01 August 2021 – 31 July 2022 | Verifiable CPD activity | 2 |
FPI21080034 | Sygnia Asset Management (Pty) Ltd | Sygnia Itrix Solactive Healthcare 150 ETF Launch – 06 August 2021 | 06 August 2021 | Verifiable CPD activity | 0.5 |
FPI21080033 | Sygnia Asset Management (Pty) Ltd | Economics and Markets – 03 August 2021 | 03 August 2021 | Verifiable CPD activity | 1 |
FPI21080032 | Coronation Management Company (Pty) Ltd | Conversations with Coronation - Special Edition with Carl and Neville | 28 and 29 July 2021 Online Assessment – 29 July 2021 to 28 July 2022 | Verifiable CPD activity | 1.5 |
FPI21080031 | Discovery Central Services (Pty) Ltd | Discovery Employee Benefits Investment Webinar with Ninety One - 11 August 2021 | 11 August 2021 | Verifiable CPD activity | 1 |
FPI21080030 | ICTS Legal Services (Pty) Ltd | NMG Legal Forum 29 July 2021 | 29 July 2021 | Verifiable CPD activity | 2 |
FPI21080029 | SURF Monthly Reportback webinar - 30 July 2021 | 30 July 2021 | Verifiable CPD activity | 0.5 | |
FPI21080028 | Anchor Group Limited Sygnia Asset Management (Pty) Ltd | Anchor Webinar: Let the bullets fly - China's Regulatory Crackdown, 30 July 2021 | 30 July 2021 | Verifiable CPD activity | 0.5 |
FPI21080027 | MitonOptimal South Africa (Pty) Ltd | Machrie ICM (04 August 2020) | 31 March 2020 | Verifiable CPD activity | 1 |
FPI21080026 | MitonOptimal South Africa (Pty) Ltd | Machrie Model Portfolio ICM & Feedback Presentation | 31 March 2020 | Verifiable CPD activity | 1.5 |
FPI21080025 | NBC Holdings (Pty) Ltd | POPIA Training | 27 JULY 2021 TO 30 AUGUST 2021 | Verifiable CPD activity | 4 |
FPI21080024 | Fundhouse Adviser (Pty) Ltd | Fundhouse Q2 2021 Investment Reviews | 19 July 2021 – 16 August 2021 | Verifiable CPD activity | 2 |
FPI21080023 | Alexander Forbes Financial Services (Pty) Ltd | Technical Legal Update June 2021 | 25 June 2021 | Verifiable CPD activity | 1.5 |
FPI21080022 | Alexander Forbes Financial Services (Pty) Ltd | Technical Legal Update June 2021 - FATCA/CRS | 16 July 2021 | Verifiable CPD activity | 1.5 |
FPI21080021 | Momentum, a divison of MMI Holdings | Houseview Estate Planning Part 2 - Disability | 01 August 2021 – 31 July 2022 | Verifiable CPD activity | 2 |
FPI21080020 | Momentum, a divison of MMI Holdings | Houseview Estate Planning Part 1 - Death | 01 August 2021 – 31 July 2022 | Verifiable CPD activity | 2.5 |
FPI21080019 | Prudential Portfolio Managers Unit Trusts Ltd | Prudential Pruview Webinar - 5 August | 02 Aug 2021 till 04 Aug 2022 | Verifiable CPD activity | 0.5 |
FPI21080018 | Masthead (Pty) Ltd | Driving Success In Challenging Times - Part 7 | 31 July 2021 – 31 July 2022 | Verifiable CPD activity | 0.5 |
FPI21080017 | AC Develop (Pty) Ltd | AC Record of Advice - ON961156 | 01 July 2021 – 30 June 2022 | Verifiable CPD activity | 1.5 |
FPI21080016 | Melville Douglas Investment Management (Pty) Ltd | Investment Update - Spotlight on Tech 29 July 2021 | 29 July 2021 | Verifiable CPD activity | 0.5 |
FPI21080015 | Melville Douglas Investment Management (Pty) Ltd | PROSUS and NASPERS: the proposed transaction | 22 July 2021 | Verifiable CPD activity | 0.5 |
FPI21080014 | Momentum, a divison of MMI Holdings | MIC CPD events - Q2 2021 | Áugust 2021 | Verifiable CPD activity | 1 |
FPI21080013 | BrightRock Life Limited | POPIA Programme | 04 August 2021 till 03 August 2022 | Verifiable CPD activity | 1 |
FPI21080012 | FMI, A Division Of Bidvest Life | TalkTime with FMI: COVID-19 Fact vs Fiction | 18 August 2021 - 17 August 2022 | Verifiable CPD activity | 1 |
FPI21080009 | PSG Wealth Financial Planning (Pty) Ltd Bellville | Fire Protection Module 14 - FPI | 01 August 2021 till 31 July 2022 | Verifiable CPD activity | 1 |
FPI21080005 | Chartered Financial Analyst Society of South Africa NPC | CFA Program Refresher Series – Fintech in Investment Management | 19 August 2021 | Verifiable CPD activity | 1.5 |
FPI21080004 | Milpark Education (Pty) Ltd | Global Investment Strategies | 01 April 2021 – 01 April 2022 | Verifiable CPD activity | 2 |
FPI21080003 | Milpark Education (Pty) Ltd | Fundamentals of Business Interruption Insurance | 01 April 2021 – 31 March 2022 | Verifiable CPD activity | 2 |
FPI21080002 | Milpark Education (Pty) Ltd | Estate planning Succession planning for Businesses | 01 April 2021 – 31 March 2022 | Verifiable CPD activity | 2 |
FPI21080001 | Milpark Education (Pty) Ltd | Employee benefits Risk and Structuring of Risk Benefits | 01 April 2021 – 31 March 2022 | Verifiable CPD activity | 2 |
FPI21070174 | FPI Centre for Professional Development a division of FPI NPC | FPI 2021 Annual Convention | 25th and 26th of October | Verifiable CPD activity | 12.5 |
FPI21070173 | ABSA Group Limited | Vukile Annual Results Roadshow with Note Holders | 13 – 16 July 2021 | Non-verifiable CPD activity | Declined |
FPI21070172 | Masthead (Pty) Ltd | Your Risks and Responsibilities as an Information Officer Course. | 30 July 2021 till 29 July 2022 | Verifiable CPD activity | 1 |
FPI21070171 | Masthead (Pty) Ltd | Importance of Succession Planning Course | Invoice ON960080 | 30 July 2021 till 29 July 2022 | Verifiable CPD activity | 0.5 |
FPI21070170 | Liberty Corporate | VUCA Investment Webinar 26 July 2021 | 26 July 2021 - 31 May 2022 | Verifiable CPD activity | 0.5 |
FPI21070169 | ICS Academy (Pty) Ltd | The FAIS Act - Overview of ongoing Regulatory obligations 2021 | 01 AUGUST 2021 TO 31 JULY 2022 | Verifiable CPD activity | 2 |
FPI21070168 | ICS Academy (Pty) Ltd | Market Abuse - a regulatory overview 2021 | 01 AUGUST 2021 TO 31 JULY 2022 | Verifiable CPD activity | 1.5 |
FPI21070167 | Old Mutual Wealth | PFA Monthly Investment Briefing July 2021 | 21 July 2021 | Verifiable CPD activity | 0.5 |
FPI21070166 | Moonstone Business School of Excellence (Pty) Ltd | Fundamentals of income tax and capital gains tax | 01 July 2021 till 30 June 2022 | Verifiable CPD activity | 6 |
FPI21070165 | Moonstone Business School of Excellence (Pty) Ltd | Understanding Financial Crises | 01 July 2021 till 30 June 2022 | Verifiable CPD activity | 9 |
FPI21070164 | Moonstone Business School of Excellence (Pty) Ltd | Protecting your Information | 01 July 2021 till 30 June 2022 | Verifiable CPD activity | 3.5 |
FPI21070163 | Moonstone Business School of Excellence (Pty) Ltd | Policy and Procedure writing | 01 July 2021 till 30 June 2022 | Verifiable CPD activity | 2.5 |
FPI21070162 | Moonstone Business School of Excellence (Pty) Ltd | Leveraging on Emotional Intelligence | 01 July 2021 till 30 June 2022 | Verifiable CPD activity | 1.5 |
FPI21070161 | Moonstone Business School of Excellence (Pty) Ltd | Essential Meeting Skills | 01 July 2021 till 30 June 2022 | Verifiable CPD activity | 2.5 |
FPI21070160 | Moonstone Business School of Excellence (Pty) Ltd | Effective Presentation skills for advisors | 01 July 2021 till 30 June 2022 | Verifiable CPD activity | 3.5 |
FPI21070159 | Moonstone Business School of Excellence (Pty) Ltd | Effective Interpersonal Skills in an advice-giving context | 01 July 2021 till 30 June 2022 | Verifiable CPD activity | 3 |
FPI21070158 | Moonstone Business School of Excellence (Pty) Ltd | Critical Thinking Skills | 01 July 2021 till 30 June 2022 | Verifiable CPD activity | 2 |
FPI21070157 | Moonstone Business School of Excellence (Pty) Ltd | Compliance Risk Management Process | 01 July 2021 till 30 June 2022 | Verifiable CPD activity | 3.5 |
FPI21070156 | Moonstone Business School of Excellence (Pty) Ltd | Compliance Risk Identification and Analysis | 01 July 2021 till 30 June 2022 | Verifiable CPD activity | 3.5 |
FPI21070155 | Moonstone Business School of Excellence (Pty) Ltd | Compliance Regulatory Environment Developing a CRMP | 01 July 2021 till 30 June 2022 | Verifiable CPD activity | 3.5 |
FPI21070154 | Moonstone Business School of Excellence (Pty) Ltd | Compliance Programme | 01 July 2021 till 30 June 2022 | Verifiable CPD activity | 3.5 |
FPI21070153 | Moonstone Business School of Excellence (Pty) Ltd | Compliance Principles of Materiality | 01 July 2021 till 30 June 2022 | Verifiable CPD activity | 3.5 |
FPI21070152 | Moonstone Business School of Excellence (Pty) Ltd | Compliance Monitoring | 01 July 2021 till 30 June 2022 | Verifiable CPD activity | 5.5 |
FPI21070151 | Moonstone Business School of Excellence (Pty) Ltd | Coaching and Mentoring Skills for FAIS Supervisors | 01 July 2021 till 30 June 2022 | Verifiable CPD activity | 6.5 |
FPI21070150 | Moonstone Business School of Excellence (Pty) Ltd | Basic Business Budgeting Skills | 01 July 2021 till 30 June 2022 | Verifiable CPD activity | 2.5 |
FPI21070149 | Moonstone Business School of Excellence (Pty) Ltd | Automotive Finance and Insurance - Customer Service | 31 July 2021 till 30 July 2022 | Verifiable CPD activity | 2 |
FPI21070148 | Old Mutual Corporate | Risk Methodology and System Training | 12 May 2021 | Verifiable CPD activity | 1.5 |
FPI21070147 | Sanlam Life Insurance Limited | Digital Selling Skills programme | 01 July 2021 – 01 July 2022 | Verifiable CPD activity | 12 |
FPI21070146 | FPI Centre for Professional Development a division of FPI NPC | Active vs. Passive Investments | 14 September 2021 – 13 September 2022 | Verifiable CPD activity | 1 |
FPI21070145 | IHRM | 26 August 2021 IHRM Webinar | 26 August 2021 | Verifiable CPD activity | 2.5 |
FPI21070144 | Milpark Education (Pty) Ltd | Internal CPD session 3: intestate succession & customary law | 09 July 2021 | Verifiable CPD activity | 1.5 |
FPI21070143 | Prescient Investment Management (Pty) Ltd | Prescient China Update | 09 July 2021 | Verifiable CPD activity | 0.5 |
FPI21070142 | Prescient Investment Management (Pty) Ltd | Prescient Multi-Asset Quarterly Update 08 July 2021 | 08 July 2021 | Verifiable CPD activity | 0.5 |
FPI21070141 | Prescient Investment Management (Pty) Ltd | Fixed Income Quarterly UPdate 06 July 2021 | 06 July 2021 | Verifiable CPD activity | 0.5 |
FPI21070140 | Naviga Solutions (Pty) Ltd | Benefits of Smart Beta investing - 14 July 2021 | 14 July 2021 | Non-verifiable CPD activity | Declined |
FPI21070139 | Glacier Financial Holdings (Pty) Ltd | Ten steps to resilient client relationships | 13 July 2021 | Verifiable CPD activity | 1.5 |
FPI21070138 | Glacier Financial Holdings (Pty) Ltd | Glacier Round Table Session Q2 | 1,2 & 3 June 2021 | Verifiable CPD activity | 0.5 |
FPI21070137 | VAPS Consultancy (Pty) Ltd | Bribery and Corruption | 26 July 2021 – 25 July 2022 | Verifiable CPD activity | 5.5 |
FPI21070136 | NBC Holdings (Pty) Ltd | Legal Seminars | 04 August 2021 | Verifiable CPD activity | 2 |
FPI21070135 | STANLIB Wealth Management (Pty) Ltd | STANLIB Lesotho Webinar 29 July | 29 July 2021 | Verifiable CPD activity | 1 |
FPI21070134 | Old Mutual Wealth | Weekly Investments Meetings July 2021 | 7th July; 14th July 21st July 28th July 2021 | Verifiable CPD activity | 2 |
FPI21070133 | Prudential Portfolio Managers Unit Trusts Ltd | Prudential Pruview Webinar - Hamilton van Breda | 28 July 2021 | 28 July 2021 | Verifiable CPD activity | 0.5 |
FPI21070132 | Allan Gray (Pty) Ltd | Key considerations when investing offshore | 16 July 2021 | 16 July 2021 | Non-verifiable CPD activity | Declined |
FPI21070131 | Liberty Group Limited | The Liberty Advise Philosophy | 01 July 2021 – 30 June 2022 | Verifiable CPD activity | 1 |
FPI21070130 | Momentum, a divison of MMI Holdings | Momentum Connect Episode 3 | 30 July 2021, 2 August 2021 | Verifiable CPD activity | 1 |
FPI21070129 | PPS Insurance Company Limited | Business Assurance eLearning | 01 July 2021 – 30 June 2022 | Verifiable CPD activity | 9 |
FPI21070128 | PPS Insurance Company Limited | Creating a legacy | 01 July 2021 – 30 June 2022 | Verifiable CPD activity | 1 |
FPI21070127 | PPS Insurance Company Limited | Introduction to retirement planning | 01 July 2021 – 30 June 2022 | Verifiable CPD activity | 1 |
FPI21070126 | PPS Insurance Company Limited | Introduction to investments | 01 July 2021 – 31 May 2022 | Verifiable CPD activity | 1 |
FPI21070125 | PPS Insurance Company Limited | Annuitisation of provident Funds | 01 July 2021 – 30 June 2022 | Verifiable CPD activity | 1 |
FPI21070124 | IHRM | Prescribed Minimum Benefits Webinar Part 1 | 01 July 2021 – 30 June 2022 | Verifiable CPD activity | 1.5 |
FPI21070123 | eStudy (Pty) Ltd | COB: STI Renewal | 01 July 2021 – 30 June 2022 | Verifiable CPD activity | 1.5 |
FPI21070122 | Sanlam Life Insurance Limited | Sanlam Financial Confidence Webinar | 13 August 2021 | Verifiable CPD activity | 1.5 |
FPI21070121 | Full Value Financial Services (Pty) Ltd | Option Principles course | 01 July 2021 – 30 June 2022 | Verifiable CPD activity | 3.5 |
FPI21070120 | Old Mutual Wealth | Estate Planning Workshop | 01 July 2021 – 30 June 2022 | Verifiable CPD activity | 2.5 |
FPI21070119 | Masthead (Pty) Ltd | How to Prepare for a FIC Inspection | 05 August 2021 to 30 August 2022 | Verifiable CPD activity | 3 |
FPI21070118 | Masthead (Pty) Ltd | TFC Overview Webinar | 01 August 2021 to 31 July 2022 | Verifiable CPD activity | 3 |
FPI21070117 | Glacier Financial Holdings (Pty) Ltd | Glacier Invest Summit 2021 | 8 & 9 July 2021 | Verifiable CPD activity | 3 |
FPI21070116 | Allan Gray (Pty) Ltd | The Allan Gray Investment Summit 14 September 2021 | 14 September 2021 | Verifiable CPD activity | 4 |
FPI21070115 | Counterpoint Boutique (Pty) Ltd | Income Outcome – How to solve, within a low interest rate environment | 13 July 2021 | Verifiable CPD activity | 0.5 |
FPI21070114 | FPI Centre for Professional Development a division of FPI NPC | Trends in Private eQUITY | 25 August 2021 - 31 May 2022 | Verifiable CPD activity | 1.5 |
FPI21070113 | Glacier Financial Holdings (Pty) Ltd | Young Professionals Forum | 23 June 2021 | Verifiable CPD activity | 5.5 |
FPI21070112 | FNB FInancial Advisory | Record of Advice Legislation and Building a proposal | 29 July 2022 | Verifiable CPD activity | 1 |
FPI21070111 | Momentum, a divison of MMI Holdings | MIC CPD events - Q2 2021 (for approval) | 1 August 2021 to 30 September 2021 | Verifiable CPD activity | 1 |
FPI21070110 | Credo Capital Limited | Credo Fireside Chat - Deconstructing Diversification with Dr. Tatjana Puhan | 01 July 2021 – 30 July 2022 | Verifiable CPD activity | 1 |
FPI21070109 | Momentum, a divison of MMI Holdings | MOMENTUM CONSULT - OFFSHORE WORKSHOP (MdP) | 06 July 2020 | Verifiable CPD activity | 0.5 |
FPI21070108 | Wealth Associates South Africa | Sales Process Programme | 21 May 2021 | Verifiable CPD activity | 1.5 |
FPI21070107 | Alexander Forbes Financial Services (Pty) Ltd | Unpacking Group Insurance and The Impact of Long Covid | 29 July 2021 | Verifiable CPD activity | 1 |
FPI21070106 | AC Develop (Pty) Ltd | FIA Code of Conduct and the advice process | 01 July 2021 – 30 June 2022 | Verifiable CPD activity | 1.5 |
FPI21070105 | Liberty Group Limited | Practice Financials | 01 July 2021 – 30 June 2022 | Verifiable CPD activity | 0.5 |
FPI21070104 | Morningstar Investment Management South Africa (Pty) Ltd | Morningstar Monthly Market Update - July 2021 | 09 July 2021 | Verifiable CPD activity | 1 |
FPI21070103 | Liberty Group Limited | A New World - A New Way of Working | 01 July 2021 – 30 June 2022 | Verifiable CPD activity | 1.5 |
FPI21070102 | Boutique Collective Investments (RF) (Pty) Ltd | Glacier BCI Information Session 16 July 2021 | 16 July 2021 | Verifiable CPD activity | 1 |
FPI21070101 | REZCO Asset Management (Pty) Ltd | Webinar 27 July 2021 | 27 July 2021 | Verifiable CPD activity | 0.5 |
FPI21070100 | STANLIB Wealth Management (Pty) Ltd | STANLIB Is South Africa being left behind 28 July | 28 July 2021 | Verifiable CPD activity | 1 |
FPI21070099 | Novia One Group (Pty) Ltd | FMIFIN-M7 RegTech InsurTech Cybersecurity Risk Management (PO 0779) | 01 June 2021 to 31 May 2022 | Verifiable CPD activity | 12.5 |
FPI21070098 | Novia One Group (Pty) Ltd | FMIFIN-M6 Beyond Fintech Disruptive Innovation in Investment Management | 01 June 2021 to 31 May 2022 | Verifiable CPD activity | 4 |
FPI21070097 | Novia One Group (Pty) Ltd | FMIFIN-M5 Financial Statement Analysis (PO 0777) | 01 June 2021 to 31 May 2022 | Verifiable CPD activity | 4 |
FPI21070096 | Novia One Group (Pty) Ltd | FMIFIN-M4 Blockchain Capital Raising (PO 0776) | 01 June 2021 to 31 May 2022 | Verifiable CPD activity | 8 |
FPI21070095 | Novia One Group (Pty) Ltd | FMIFIN-M3 Blockchain Capital Raising (PO0775) | 01 June 2021 to 31 May 2022 | Verifiable CPD activity | 8 |
FPI21070094 | Novia One Group (Pty) Ltd | FMIFIN-M2 Customers Banking and FinTech (PO 0774) | 01 June 2021 to 31 May 2022 | Verifiable CPD activity | 8 |
FPI21070093 | Novia One Group (Pty) Ltd | FMIFIN-M1 Financial Markets Fintech (PO 0773) | 01 June 2021 to 31 May 2022 | Verifiable CPD activity | 8 |
FPI21070092 | Novia One Group (Pty) Ltd | Fintech Digital Disruption in the Financial Industry (PO 0772) | 01 June 2021 to 31 May 2022 | Verifiable CPD activity | 12.5 |
FPI21070091 | Liberty Group Limited | Adviser Workbench | 01 July 2021 - 30 June 2022 | Verifiable CPD activity | 7.5 |
FPI21070090 | Liberty Group Limited | Quarterly Economic UPdate | 29 July 2021 | Verifiable CPD activity | 1 |
FPI21070089 | UCT | MSCM Progamme 2021 | 03, 10 March - 01 July 2021 | Verifiable CPD activity | 7 |
FPI21070088 | Old Mutual Corporate | Legal Update | KIC Start | 08 March 2021 | Verifiable CPD activity | 1.5 |
FPI21070087 | Old Mutual Corporate | Economics - Macro overview | KIC Start | 10 May 2021 | Verifiable CPD activity | 1 |
FPI21070086 | PSG Wealth Financial Planning (Pty) Ltd Bellville | Wealth Market and Fund Update | CPD Points - 29 June 2021 | 29 June 2021 | Verifiable CPD activity | 0.5 |
FPI21070085 | Allan Gray (Pty) Ltd | The Allan Gray Investment Summit | 09 September 2021 | Verifiable CPD activity | 6 |
FPI21070084 | FPI Centre for Professional Development a division of FPI NPC | Records of Advice and Single Needs Webinar | 18 August 2021 – 31 May 2022 | Verifiable CPD activity | 1 |
FPI21070083 | Mazars Academy (Pty) Ltd | Taxation on Crypto Assets | 29 July 2021 | Verifiable CPD activity | 2 |
FPI21070082 | Melville Douglas Investment Management (Pty) Ltd | Perspectives from Melville Douglas | 24 June 2021 | Verifiable CPD activity | 0.5 |
FPI21070081 | Anchor Group Limited | Financial Services Industry and Cybercrime | 28 July 2021 | Verifiable CPD activity | 5 |
FPI21070080 | Anchor Group Limited | Bonitas Broker Roadshow 2021 | 28 July 2021 | Verifiable CPD activity | 1.5 |
FPI21070079 | Momentum, a divison of MMI Holdings | A Moment with our Investment Gurus - 15 July 2021 | 15 July 2021 | Verifiable CPD activity | 1 |
FPI21070078 | Liberty Group Limited | INVESTMENT PLANNING ACADEMY LEVEL 2 | 01 July 2021 – 30 June 2022 | Verifiable CPD activity | 13.5 |
FPI21070077 | eStudy (Pty) Ltd | Fundamentals of Anti-Bribery and Corruption in South Africa. | 01 July 2021 – 30 June 2022 | Verifiable CPD activity | 1.5 |
FPI21070076 | Boutique Collective Investments (RF) (Pty) Ltd | June 2021 BCI Boutique on Wednesday views – Zoom Hosting | 09,23,30 June 2021 | Verifiable CPD activity | 1 |
FPI21070075 | RMB | RMB Markets Research webinar - 15 July 2021 | 15 July 2021 | Verifiable CPD activity | 0.5 |
FPI21070074 | Alexander Forbes Financial Services (Pty) Ltd | MLRO Training Phase 1 | 10 & 22 June | Verifiable CPD activity | 1 |
FPI21070073 | Asset TV (Pty) Ltd | ESG Virtual Conference E PANEL | 28 June 2021 | Verifiable CPD activity | 0.5 |
FPI21070072 | Asset TV (Pty) Ltd | ESG Virtual Conference S PANEL | 28 June 2021 | Verifiable CPD activity | 0.5 |
FPI21070071 | Asset TV (Pty) Ltd | ESG Virtual Conference G PANEL | 28 June 2021 | Verifiable CPD activity | 0.5 |
FPI21070070 | IHRM | Medical expenses tax workshop 2021 2022 | 21 June 2021 | Verifiable CPD activity | 1.5 |
FPI21070069 | Old Mutual Personal Finance | 30 June roundtable CPD application | 30 June 2021 | Verifiable CPD activity | 2 |
FPI21070068 | Old Mutual Personal Finance | SUCCESSION PLANNING FOR FINANCIAL PLANNING PRACTICES | 13 July 2021 – 12 July 2022 | Verifiable CPD activity | 1 |
FPI21070067 | AC Develop (Pty) Ltd | Employee Benefits Workshop 2021 | 20 July 2021 | Verifiable CPD activity | 2 |
FPI21070066 | Glacier Financial Holdings (Pty) Ltd | Glacier Life Symposium | 1 & 2 July 2021 | Verifiable CPD activity | 1.5 |
FPI21070065 | Anchor Group Limited | Anchor “Offshore investing made simple - Part 2: A deep-dive into offshore equities", dated 5 July 2021 | 05 July 2021 | Verifiable CPD activity | 1.5 |
FPI21070064 | Sanlam Life Insurance Limited | Sanlam Solution Roadshow June 2021 | 01,02, 08 & 09 June 2021 | Verifiable CPD activity | 0.5 |
FPI21070063 | PSG Asset Management (Pty) Ltd | live webinar with Melanie Verwoerd - 30 June | 30 June 2021 | Verifiable CPD activity | 1 |
FPI21070062 | Efficient Private Clients (Pty) Ltd | Market Call” event, which was held on 18 June 2021. | 18 June 2021 | Verifiable CPD activity | 2.5 |
FPI21070061 | Discovery Central Services (Pty) Ltd | Bereavement support application | 01 July 2021 – 30 June 2022 | Verifiable CPD activity | 0.5 |
FPI21070060 | Old Mutual Wealth | Retrenchment Workshop Renewal | 01 August 2021 – 31 July 2022 | Verifiable CPD activity | 1.5 |
FPI21070059 | Old Mutual Wealth | Treating Customers Fairly Renewal | 01 August 2021 – 31 July 2022 | Verifiable CPD activity | 2 |
FPI21070058 | Old Mutual Wealth | Hard Questions Masterclass 2: How do I help my client manage their emotions when making decisions around their money? | 01 August 2021 – 31 July 2022 | Verifiable CPD activity | 1.5 |
FPI21070057 | Old Mutual Wealth | Hard Question Masterclass 1: How do clients derive value from Financial Planning? | 26 July 2021 – 31 August 2022 | Verifiable CPD activity | 1.5 |
FPI21070056 | Old Mutual Wealth | Hard Questions Masterclass 3: How do I create awareness and manage the impact my biases might have? | 01 – 31 August 2021 | Verifiable CPD activity | 1.5 |
FPI21070055 | Allan Gray (Pty) Ltd | Behavioural Coaching Programme | Alumni session: Deep Listening Session (Supporting documentation) | 25 & 29 June 2021 | Verifiable CPD activity | 2.5 |
FPI21070054 | Investec Bank Limited | Macro Monday Sept 2021 | 01 – 31 September 2021 | Verifiable CPD activity | 0.5 |
FPI21070053 | Investec Bank Limited | Macro Monday Aug 2021 | 01 – 31 August 2021 | Verifiable CPD activity | 0.5 |
FPI21070051 | Citadel Investment Services (Pty) Ltd | POPI Part 2 | 01 July 2021 – 30 June 2022 | Verifiable CPD activity | 1 |
FPI21070050 | Sanlam Life Insurance Limited | Sanlam Private Wealth Webinar Series 08 June 2021 | 08 June 2021 | Verifiable CPD activity | 0.5 |
FPI21070049 | Morningstar Investment Management South Africa (Pty) Ltd | Monthly Update - June 2021 | 04 June 2021 | Verifiable CPD activity | 1 |
FPI21070048 | Ninety One SA (Pty) Ltd | Are we winning the war on corruption 01 July 2021 | 01 July 2021 | Verifiable CPD activity | 0.5 |
FPI21070047 | Circulus Online | Testamentary Advice - Module 3 - 2021 | 21 June 2021 till 20 June 2022 | Verifiable CPD activity | 3.5 |
FPI21070046 | Sygnia Asset Management (Pty) Ltd | SURF Economics and Markets – 05 July 2021 | 05 July 2021 | Verifiable CPD activity | 1 |
FPI21070045 | STANLIB Wealth Management (Pty) Ltd | STANLIB Flexible Income fund: Finding income growth and capital protection during a challenging cycle | 14 July 2021 | Verifiable CPD activity | 1 |
FPI21070044 | Old Mutual Wealth | Weekly Investments Meetings June 2021 | 2nd June 2021; 9th June 2021; 23rd June 2021; 30th June 2021 | Verifiable CPD activity | 2 |
FPI21070043 | FPI Centre for Professional Development a division of FPI NPC | Retirement and Investment Workshop | 05 August 2021 | Verifiable CPD activity | 5.5 |
FPI21070042 | Nedgroup Investments (Pty) Ltd | Responsible Investments Insights | 18 May 2021 | Verifiable CPD activity | 1 |
FPI21070041 | STANLIB Wealth Management (Pty) Ltd | INN8 In the room with Old Mutual | 27 July 2021 | Verifiable CPD activity | 1 |
FPI21070040 | Asset TV (Pty) Ltd | Roundtable: Tax Efficient Vehicles for Wealth Managers | 01 June 2021 – 31 May 2022 | Verifiable CPD activity | 0.5 |
FPI21070039 | Asset TV (Pty) Ltd | RMB ELECTRICITY SUPPLY WEBINAR JUNE 2021 | 01 July 2021 – 30 June 2022 | Verifiable CPD activity | 0.5 |
FPI21070038 | Sygnia Asset Management (Pty) Ltd | SURF WEBINAR 29 June 2021 | 29 June 2021 | Non-verifiable CPD activity | DECLINED |
FPI21070037 | HSBC Securities South Africa (Pty) Ltd | ZAR AND GI Programme | 4th May – 19th May 2021 | Verifiable CPD activity | 1 |
FPI21070036 | Naviga Solutions (Pty) Ltd | Select Manager Investment Meeting 24 June 2021 | 24 June 2021 | Verifiable CPD activity | 1.5 |
FPI21070035 | Fundhouse Adviser (Pty) Ltd | Fundhouse Market Insights Webinar – Exciting Opportunities Ahead | 24 June 2021 | Verifiable CPD activity | 0.5 |
FPI21070034 | IRESS MD RSA (Pty) Ltd | Estate Planning Refresher | 01 May 2021 – 01 May 2022 | Verifiable CPD activity | 1 |
FPI21070033 | Integrity Academy (Pty) Ltd | Advanced Investments Renewal | 01 June 2021 – 31 May 2022 | Verifiable CPD activity | 7.5 |
FPI21070032 | Integrity Academy (Pty) Ltd | Estate Planning Renewal | 01 June 2021 – 31 May 2022 | Verifiable CPD activity | 8.5 |
FPI21070031 | Integrity Academy (Pty) Ltd | Business Assurance & Market Planning Renewal | 01 June 2021 – 31 May 2022 | Verifiable CPD activity | 8.5 |
FPI21070030 | Integrity Academy (Pty) Ltd | Retirement Fund Benefits Renewal | 01 June 2021 – 31 May 2022 | Verifiable CPD activity | 9 |
FPI21070029 | Integrity Academy (Pty) Ltd | Basic Investments Renewal | 01 June 2021 – 31 May 2022 | Verifiable CPD activity | 9 |
FPI21070028 | Integrity Academy (Pty) Ltd | LTI Insurance Product solutions | 01 June 2021 – 31 May 2022 | Verifiable CPD activity | 9 |
FPI21070027 | Integrity Academy (Pty) Ltd | Economics Renewal | 01 June 2021 – 31 May 2022 | Verifiable CPD activity | 7 |
FPI21070026 | Integrity Academy (Pty) Ltd | Sales Techniques and skills renewal | 01 June 2021 – 31 May 2022 | Verifiable CPD activity | 9 |
FPI21070025 | Integrity Academy (Pty) Ltd | Practice Management and Risk Management renewal | 01 June 2021 – 31 May 2022 | Verifiable CPD activity | 9 |
FPI21070024 | Integrity Academy (Pty) Ltd | Short and longterm deposits renewal | 01 June 2021 – 31 May 2022 | Verifiable CPD activity | 8 |
FPI21070023 | Integrity Academy (Pty) Ltd | Functioning as a Trustee Renewal | 01 June 2021 – 31 May 2022 | Verifiable CPD activity | 8 |
FPI21070022 | Integrity Academy (Pty) Ltd | Retirement Wealth Preservation renewal | 01 June 2021 – 31 May 2022 | Verifiable CPD activity | 8 |
FPI21070021 | Integrity Academy (Pty) Ltd | Healthcare Benefits renewal | 01 June 2021 – 31 May 2022 | Verifiable CPD activity | 9.5 |
FPI21070020 | Integrity Academy (Pty) Ltd | Business Ethics Renewal | 01 June 2021 – 31 May 2022 | Verifiable CPD activity | 9 |
FPI21070019 | Integrity Academy (Pty) Ltd | Behavioural Finance renewal | 01 June 2021 – 31 May 2022 | Verifiable CPD activity | 5 |
FPI21070018 | Integrity Academy (Pty) Ltd | Essential Tax Update Renewal | 01 July 2021 – 30 June 2022 | Verifiable CPD activity | 9 |
FPI21070017 | HSBC Securities South Africa (Pty) Ltd | Richemont/Luxury call with Erwan Rambourg | 05 – 06 May 2021 | Verifiable CPD activity | 0.5 |
FPI21070016 | HSBC Securities South Africa (Pty) Ltd | PGM Market | 16 April 2021 | Verifiable CPD activity | 1.5 |
FPI21070015 | Sanlam Life Insurance Limited | Private Sector Credit Extension and residential outlook | 01 June 2021 | Verifiable CPD activity | 1.5 |
FPI21070014 | AC Develop (Pty) Ltd | Hollard Life: Future of Insurance - Online App ON953521 | 01 July 2021 – 30 June 2022 | Verifiable CPD activity | 0.5 |
FPI21070013 | Full Value Financial Services (Pty) Ltd | Future Values | 01 July 2021 – 30 June 2022 | Verifiable CPD activity | 2 |
FPI21070012 | Anchor Group Limited | POPI Awareness Training | 01 July 2021 – 30 June 2022 | Verifiable CPD activity | 2 |
FPI21070011 | Liberty Group Limited | POPIA Webinar | 21 June 2021 – 20 June 2022 | Verifiable CPD activity | 1 |
FPI21070010 | Liberty Group Limited | Advice+ : Business Assurance - CPD Application (1 June 2021 - 31 May 2022) | 01 June 2021 - 31 May 2022 | Verifiable CPD activity | 2.5 |
FPI21070009 | Liberty Group Limited | Advice+ : Wealth Planning - CPD Application (1 June 2021 - 31 May 2022) | 01 June 2021 - 31 May 2022 | Verifiable CPD activity | 4 |
FPI21070008 | FPI Centre for Professional Development a division of FPI NPC | Why Responsible Investing Matters | 19 October 2021 – 31 May 2022 | Verifiable CPD activity | 1 |
FPI21070007 | FPI Centre for Professional Development a division of FPI NPC | Understanding Offshore Investing | 28 September 2021 – 31 May 2022 | Verifiable CPD activity | 1 |
FPI21070006 | FPI Centre for Professional Development a division of FPI NPC | What to look for when partnering with a Discretionary Fund Manager | 31 August 2021 – 31 May 2022 | Verifiable CPD activity | 1 |
FPI21070005 | FPI Centre for Professional Development a division of FPI NPC | Living Annuity Risks and Drawdowns | 17 August 2021 – 31 May 2022 | Verifiable CPD activity | 1 |
FPI21070004 | FPI Centre for Professional Development a division of FPI NPC | Understanding Multi Management and Asset Allocation | 03 August 2021 – 31 May 2022 | Verifiable CPD activity | 1 |
FPI21070003 | Magwitch Securities (Pty) Ltd | June ETF Final Update | 25 June 2021 | Verifiable CPD activity | 1 |
FPI21070002 | Integrity Academy (Pty) Ltd | Collective Investments | 01 June 2021 – 31 May 2022 | Verifiable CPD activity | 9 |
FPI21070001 | PSG Wealth Financial Planning (Pty) Ltd Bellville | Wealth Market UPDATE 27 May 2021 | 27 May 2021 | Verifiable CPD activity | 0.5 |
FPI21060202 | Liberty Group Limited | Advice+ : Comprehensive Risk and Estate Planning | 01 June 2021 – 31 May 2022 | Verifiable CPD activity | 4 |
FPI21060200B | The Collaborative Exchange (Pty) Ltd | Investment Forum 2021 | 08 June 2021 till 10 June 2021 and on demand until 30 June 2021 | Verifiable CPD activity | 17 |
FPI21060200A | Coronation Management Company (Pty) Ltd | Conversations with Coronation Global Developed Markets | 23 and 24 June 2021 Online assessment – 24 June 2021 to 23 June 2022 | Verifiable CPD activity | 1.5 |
FPI21060199 | Discovery Central Services (Pty) Ltd | Financial Crime renewal | 01 November 2020 – 31 October 2021 | Verifiable CPD activity | 1 |
FPI21060198 | FPI Centre for Professional Development a division of FPI NPC | Transformation in SA | 29 July 2021 – 31 May 2022 | Verifiable CPD activity | 1 |
FPI21060197 | FPI Centre for Professional Development a division of FPI NPC | Tech and innovation webinar 3 | 01 August 2021 – 31 May 2022 | Verifiable CPD activity | 1 |
FPI21060196 | Discovery Central Services (Pty) Ltd | Coaching your client to be financially fit | 01 July 2021 – 30 June 2022 | Verifiable CPD activity | 0.5 |
FPI21060195 | PPS Insurance Company Limited | Business Assurance Workshop | 01 July 2021 – 01 July 2022 | Verifiable CPD activity | 1 |
FPI21060194 | Sanlam Life Insurance Limited | Sanlam Benchmark 2021 | 22 June 2021 | Verifiable CPD activity | 1.5 |
FPI21060193 | Marriott Asset Management (Pty)Ltd | Marriott International Workshop 2021 | 29 - 30 June 2021 | Verifiable CPD activity | 1 |
FPI21060192 | Investec Bank Limited | Empowered by Excellence | 29 July 2021 | Verifiable CPD activity | 0.5 |
FPI21060191 | Counterpoint Boutique (Pty) Ltd | Coffee with Counterpoint | 15 June 2021 | Verifiable CPD activity | 0.5 |
FPI21060190 | Masthead (Pty) Ltd | Diving Success in Challenging Times - Part 6 | 28 June 2021 – 27 June 2022 | Verifiable CPD activity | 0.5 |
FPI21060189 | Momentum, a divison of MMI Holdings | Renewal FICA | 01 July 2021 – 30 June 2022 | Verifiable CPD activity | 3 |
FPI21060188 | Anchor Group Limited | Offshore investing made simple: Part 1 - What to invest in offshore | 21 June 2021 | Verifiable CPD activity | 1 |
FPI21060187 | Old Mutual Corporate | Legal Update | 14 June 2021 | Verifiable CPD activity | 1.5 |
FPI21060186 | Milpark Education (Pty) Ltd | Employee benefits and Tax | 01 April 2021 – 01 April 2022 | Verifiable CPD activity | 2 |
FPI21060185 | Milpark Education (Pty) Ltd | Employee Benefits Dispute Resolution | 01 April 2021 – 01 April 2022 | Verifiable CPD activity | 2 |
FPI21060184 | Milpark Education (Pty) Ltd | Cost of Customer Care in Short-term Insurance | 01 April 2021 – 01 April 2022 | Verifiable CPD activity | 2 |
FPI21060183 | Milpark Education (Pty) Ltd | Advanced Employee Benefits and Tax | 01 August 2021 – 30 July 2022 | Verifiable CPD activity | 7 |
FPI21060182 | MitonOptimal South Africa (Pty) Ltd | IP Prudential Equity ICM | 14 June 2021 | Verifiable CPD activity | 1 |
FPI21060181 | Nedgroup Investments (Pty) Ltd | Investment Insights: SA Equities – uncovering the gems | 15 June 2021 | Non-verifiable CPD activity | DECLINED |
FPI21060180 | Nedgroup Investments (Pty) Ltd | Treasurers Conference Day 4 | 03 June 2021 | Verifiable CPD activity | 1.5 |
FPI21060179 | Nedgroup Investments (Pty) Ltd | Treasurers Conference Day 3 | 02 June 2021 | Verifiable CPD activity | 1.5 |
FPI21060178 | Nedgroup Investments (Pty) Ltd | Treasurers Conference Day 2 | 01 June 2021 | Verifiable CPD activity | 1 |
FPI21060177 | FPI Centre for Professional Development a division of FPI NPC | Taking Action | 15 July 2021 – 31 May 2022 | Verifiable CPD activity | 1 |
FPI21060176 | FPI Centre for Professional Development a division of FPI NPC | An investment strategy | 20 July 2021 – 31 May 2022 | Verifiable CPD activity | 1 |
FPI21060175 | FPI Centre for Professional Development a division of FPI NPC | Tax Migration Webinar | 8 July 2021 – 31 May 2022 | Verifiable CPD activity | 1 |
FPI21060174 | Nedbank Limited | Conflict of Interest | 20 June 2021 to 20 June 2022 | Verifiable CPD activity | 1 |
FPI21060173 | Nedgroup Investments (Pty) Ltd | Treasurers Conference Day 1 | 31 May 2021 | Verifiable CPD activity | 1 |
FPI21060172 | Liberty Group Limited | Retirement Planning - Master Class 1 | 01 June 2021 – 31 May 2022 | Verifiable CPD activity | 0.5 |
FPI21060171 | Alexander Forbes Financial Services (Pty) Ltd | Market and Economics Macro Update Q2 | 07 June 2021 | Verifiable CPD activity | 1.5 |
FPI21060170 | Asset TV (Pty) Ltd | ESG 2021 Virtual Conference | 28th June 2021 – 28th June 2022 | Verifiable CPD activity | 2 |
FPI21060169 | Milpark Education (Pty) Ltd | Retirement Funds and Risk Management | 01st April 2021 – 01st April 2022 | Verifiable CPD activity | 2 |
FPI21060168 | Milpark Education (Pty) Ltd | Retirement Fund Governance | 01st April 2021 – 01st April 2022 | Verifiable CPD activity | 2 |
FPI21060167 | Milpark Education (Pty) Ltd | Investment Planning Products | 01st April 2021 – 01st April 2022 | Verifiable CPD activity | 4.5 |
FPI21060166 | Milpark Education (Pty) Ltd | Investment planning for Business Owners | 01st April 2021 – 01st April 2022 | Verifiable CPD activity | 2 |
FPI21060165 | Discovery Central Services (Pty) Ltd | Virtual Financial Planning | 01 June 2021 – 01 June 2022 | Verifiable CPD activity | 1 |
FPI21060164 | Nedgroup Investments (Pty) Ltd | Multi-Manager Insights: Wealth Management SA Top Table | 22 June 2021 | Verifiable CPD activity | 0.5 |
FPI21060163 | Masthead (Pty) Ltd | BizNews A case of POPI | 01 July 2021 – 30 June 2022 | Verifiable CPD activity | 1 |
FPI21060162 | Chartered Financial Analyst Society of South Africa NPC | CFA Program Refresher Series – Portfolio Management and Wealth Planning - Exchange Traded Funds: Mechanics and Applications | 15 July 2021 | Verifiable CPD activity | 1.5 |
FPI21060161 | Efficient Private Clients (Pty) Ltd | The Market Call | 21 May 2021 | Verifiable CPD activity | 2.5 |
FPI21060160 | Discovery Central Services (Pty) Ltd | COVID-19 Pandemic Progression Insights | 01 June 2021 – 31 May 2022 | Verifiable CPD activity | 1 |
FPI21060159 | STANLIB Wealth Management (Pty) Ltd | Investing perspectives for a recovering world | 23 June 2021 till 22 June 2022 | Verifiable CPD activity | 1 |
FPI21060158 | IQ Compliance (Pty) Ltd | FICA Awareness for Advisors | 22 July 2021 & 27th July 2021 | Verifiable CPD activity | 2 |
FPI21060157 | Analytics Consulting (Pty) Ltd | Deciphering Crypto Assets | 01 June 2021 – 31 May 2022 | Verifiable CPD activity | 0.5 |
FPI21060156 | Infinitus Risk Management Service (Pty) Ltd | Infinitus Superhero training: FICA RMCP and CDD | 01 June 2021 – 31 May 2022 | Verifiable CPD activity | 1.5 |
FPI21060155 | Allan Gray (Pty) Ltd | Through the noise. A retirement benefits conference | 10 June 2021 | Verifiable CPD activity | 5 |
FPI21060154 | Discovery Central Services (Pty) Ltd | Policyholder Protection Rules to ensure fair treatment of customers | 01 February 2021 – 31 January 2022 | Verifiable CPD activity | 2.5 |
FPI21060153 | Discovery Central Services (Pty) Ltd | Introduction to Reinsurance | 01 February 2021 – 31 January 2022 | Verifiable CPD activity | 2 |
FPI21060152 | Horizon Compliance (Pty) Ltd | POPI Advanced Training | 20 June 2021 – 20 June 2022 | Verifiable CPD activity | 2 |
FPI21060151 | Horizon Compliance (Pty) Ltd | POPI Awareness Training | 20 June 2021 – 20 June 2022 | Verifiable CPD activity | 1.5 |
FPI21060150 | Rekindle Learning (Pty) Ltd | FAIS RE1 Prep Course | 01 June 2021 – 31 May 2022 | Verifiable CPD activity | 18 |
FPI21060148 | Liberty Group Limited | The Law of Marriage 101 | 01st June 2021 – 31st May 2022 | Verifiable CPD activity | 1 |
FPI21060147 | The Institute of Health Risk Managers (Pty) Ltd | Health Market Inquiry Webinar 2021 | 01st June 2021 – 31st May 2022 | Verifiable CPD activity | 1.5 |
FPI21060145 | Chartered Financial Analyst Society of South Africa NPC | Geo-Economics: Data - The Oil of the 21st Century | 21st July 2021 | Verifiable CPD activity | 1 |
FPI21060144 | HSBC Securities South Africa (Pty) Ltd | Food delivery and media with Andrew Porteous and Ravi Jain | 4th May – 7th May 2021 | Verifiable CPD activity | 1 |
FPI21060143 | HSBC Securities South Africa (Pty) Ltd | Food delivery and media with Andrew Porteous and Ravi Jain | 19th Apr – 6th May 2021 | Verifiable CPD activity | 1 |
FPI21060142 | FMI, A Division Of Bidvest Life | How to optimise risk and estate planning with Life Income | 01 June 2021 – 31 May 2022 | Verifiable CPD activity | 2 |
FPI21060141 | Chartered Financial Analyst Society of South Africa NPC | Disruption in investment Series: - Venture Capital as an Asset Class | 23 June 2021 | Verifiable CPD activity | 1 |
FPI21060140 | Chartered Financial Analyst Society of South Africa NPC | CFA Program Refresher Series – Private Company Valuation | 17 June 2021 till 16 June 2021 | Verifiable CPD activity | 1.5 |
FPI21060139 | Allan Gray (Pty) Ltd | Umbrella Fund Workshop - Strategic Matters: Employee Benefits and Risk | 13 July 2021 till 12 July 2022 | Verifiable CPD activity | 1.5 |
FPI21060138 | AC Develop (Pty) Ltd | FIA Governance and Ethics and Conflict of Interest | 01 June 2021 – 31 May 2022 | Verifiable CPD activity | 2 |
FPI21060137 | Sanlam Life Insurance Limited | CPD Masterclass 1 2021/2022 | 24 August 2021 - 23 August 2022 | Verifiable CPD activity | 3.5 |
FPI21060136 | FPI Centre for Professional Development a division of FPI NPC | Endowments Webinar | 24 June 2021 – 31 May 2022 | Verifiable CPD activity | 1 |
FPI21060135 | FPI Centre for Professional Development a division of FPI NPC | Building Capacity | 06 July 2021 | Verifiable CPD activity | 1 |
FPI21060134 | FPI Centre for Professional Development a division of FPI NPC | Exploring Prospecting | 30 June 2021 – 31 May 2022 | Verifiable CPD activity | 1 |
FPI21060133 | Sanlam Life Insurance Limited | Government Employee Pension Fund Training | 01 June 2021 to 31 May 2022 | Verifiable CPD activity | 8 |
FPI21060132 | Sanlam Life Insurance Limited | Critical Conversations | 14 June 2021 - 14 June 2022 | Verifiable CPD activity | 1.5 |
FPI21060131 | HSBC Securities South Africa (Pty) Ltd | SA Consumer Outlook - David Faulkner, Nick Webster and Shaun Chauke | 22nd April 2021 – 06th May 2021 | Verifiable CPD activity | 1 |
FPI21060130 | HSBC Securities South Africa (Pty) Ltd | ESG Research [SA Virtual Marketing] | 23rd March 2021 – 07th April 2021 | Verifiable CPD activity | 1 |
FPI21060129 | PPS Investments (Pty) Ltd | Discretionary Fund Manager Investment Session | 05th May 2021 – 07th June 2021 | Verifiable CPD activity | 1 |
FPI21060128 | PPS Investments (Pty) Ltd | Navigating the now | Are we there yet? | 26th May 2021 | Verifiable CPD activity | 0.5 |
FPI21060127 | Investec Bank Limited | Macro Monday – Economic & Market Update July 2021 | 05th – 26th July 2021 | Verifiable CPD activity | 2 |
FPI21060125 | Old Mutual Corporate | Old Mutual Corporate Investment Report Back Q2 2021 | 24th June 2021 | Verifiable CPD activity | 0.5 |
FPI21060124 | Momentum, a divison of MMI Holdings | POPI – Wikus Lampen | 01st June 2021 – 31st May 2022 | Verifiable CPD activity | 1.5 |
FPI21060123 | Moonstone Business School of Excellence (Pty) Ltd | Sales within the financial services industry | 31st March 2021 – 31st March 2021 | Verifiable CPD activity | 1 |
FPI21060122 | Moonstone Business School of Excellence (Pty) Ltd | Business Etiquette for Financial Advisors | 31st May 2021 – 31st May 2022 | Verifiable CPD activity | 4 |
FPI21060121 | Moonstone Business School of Excellence (Pty) Ltd | Learning form the Short-term Insurance Ombudsman cases and reports | 01 May 2021 till 31 April 2022 | Verifiable CPD activity | 1.5 |
FPI21060120 | Moonstone Business School of Excellence (Pty) Ltd | How to service and retain customers | 30th March 2021 – 30th March 2022 | Verifiable CPD activity | 1 |
FPI21060119 | Old Mutual Personal Finance | Collab with Henri & Andre: Integrated Wealth Planning Presentation 2 | 15th April 2021 | Verifiable CPD activity | 0.5 |
FPI21060118 | Old Mutual Personal Finance | Collab with Henri & Andre: Annual Reviews – XPLAN: GDM and Tasks | 25th February 2021 – 24th February 2022 | Verifiable CPD activity | 0.5 |
FPI21060117 | Old Mutual Personal Finance | Collab with Henri & Andre: Annual Reviews 2 | 18th February 2021 – 17th February 2022 | Verifiable CPD activity | 1 |
FPI21060116 | Discovery Central Services (Pty) Ltd | Discovery Retirement Funds and Ninety One Investment Update webinar (Quarter 2) | 13th May 2021 | Verifiable CPD activity | 0.5 |
FPI21060115 | Old Mutual Personal Finance | Collab with Henri & Andre: Annual Reviews 2 | 18th February 2021 – 17th February 2022 | Verifiable CPD activity | 1 |
FPI21060114 | Discovery Central Services (Pty) Ltd | Discovery Central Services (Pty) Ltd | 13 May 2021 | Verifiable CPD activity | 0.5 |
FPI21060113 | Old Mutual Personal Finance | COLLAB: PROFILE ME | 01 June 2021- 31 May 2022 | Verifiable CPD activity | 1 |
FPI21060112 | Old Mutual Personal Finance | COLLAB SESSIONS: NEXT GENERATION PLANNERS | 01 June 2021- 31 May 2022 | Verifiable CPD activity | 0.5 |
FPI21060111 | Old Mutual Corporate | KIC Update on Social Security/Retirement reform | 18 January 2021 | Verifiable CPD activity | 1.5 |
FPI21060110 | Nedbank Limited | KI Guide 2021 | 10th June 2021 to 10th June 2022 | Verifiable CPD activity | 6 |
FPI21060109 | Chartered Financial Analyst Society of South Africa NPC | Ethics Challenge for Investment Professionals | 29 July 2021 | Verifiable CPD activity | 1 |
FPI21060108 | Discovery Central Services (Pty) Ltd | Discovery Retirement Funds and RisCura Investment Update webinar (Quarter 2) | 19th May 2021 | Verifiable CPD activity | 0.5 |
FPI21060107 | MitonOptimal South Africa (Pty) Ltd | Prosperae ICM | 15th April 2021 | Verifiable CPD activity | 1 |
FPI21060106 | MitonOptimal South Africa (Pty) Ltd | Sable International ICM | 19th April 2021 | Verifiable CPD activity | 1 |
FPI21060105 | MitonOptimal South Africa (Pty) Ltd | Origin ICM | 21st April 2021 | Verifiable CPD activity | 1 |
FPI21060104 | MitonOptimal South Africa (Pty) Ltd | Machrie ICM | 14th April 2021 | Verifiable CPD activity | 1 |
FPI21060103 | MitonOptimal South Africa (Pty) Ltd | JNF ICM | 25th March 2021 | Verifiable CPD activity | 1 |
FPI21060102 | Glacier Financial Holdings (Pty) Ltd | Protecting your practice in a digital world | 04th June 2021 | Verifiable CPD activity | 2.5 |
FPI21060101 | Full Value Financial Services (Pty) Ltd | The basics of forward rate agreements, swaps and credit derivatives | 01st June 2021 – 31st May 2022 | Verifiable CPD activity | 2 |
FPI21060100 | Towers Watson (Pty) Ltd | Consultancy Forum - May 2021 | 26th May 2021 | Verifiable CPD activity | 1 |
FPI21060099 | Liberty Group Limited | Advice+ : Living Life Plan (Shallow End) | 01st June 2021 – 31st May 2022 | Verifiable CPD activity | 2 |
FPI21060098 | Asset TV (Pty) Ltd | Retirement Income Roundtable Discussion | Global Solutions | 01st April 2021 – 31st March 2021 | Verifiable CPD activity | 0.5 |
FPI21060097 | Citywire Financial Publishers | Citywire South Africa Virtual Conversation | 03rd June 2021 | Verifiable CPD activity | 2.5 |
FPI21060096 | Sygnia Asset Management (Pty) Ltd | Economics and Markets | 02nd June 2021 | Verifiable CPD activity | 1 |
FPI21060095 | Citadel Investment Services (Pty) Ltd | SDI and Adv ops - Virtual Roadshow | 04th – 11th June 2021 | Verifiable CPD activity | 2 |
FPI21060094 | Ninety One SA (Pty) Ltd | The race to net-zero emissions and its implications for Platinum Group Metals | 28th May 2021 | Verifiable CPD activity | 0.5 |
FPI21060093 | AC Develop (Pty) Ltd | Insurance Apprentice 2021 Contestants | 31st May 2021 – 04th June 2021 | Verifiable CPD activity | 24 |
FPI21060092 | Full Value Financial Services (Pty) Ltd | Introduction to Technical Analysis | 01st September 2020 – 31st August 2021 | Verifiable CPD activity | 4 |
FPI21060091 | Full Value Financial Services (Pty) Ltd | SA Money Markets Theory | 01st October 2020 – 30th September 2021 | Verifiable CPD activity | 3 |
FPI21060090 | Full Value Financial Services (Pty) Ltd | Foreign Exchange Principles | 01st November 2020 – 31st October 2021 | Verifiable CPD activity | 3 |
FPI21060089 | MitonOptimal South Africa (Pty) Ltd | HGG ICM | 09th April 2021 | Verifiable CPD activity | 1 |
FPI21060088 | MitonOptimal South Africa (Pty) Ltd | Cornerstone ICM | 15th April 2021 | Verifiable CPD activity | 1 |
FPI21060087 | MitonOptimal South Africa (Pty) Ltd | BVSA ICM | 24th March 2021 | Verifiable CPD activity | 1 |
FPI21060086 | ABSA Group Limited | Insights into consumer trends across the informal market with Foshizi hosted by Samantha Naicker | 02 June 2021 | Verifiable CPD activity | 1.5 |
FPI21060085 | The Conference Company (Pty) Ltd | Payroll Managers Monthly Training Update Webinar – June 2021 | 08 June 2021 | Verifiable CPD activity | 1 |
FPI21060084 | Liberty Group Limited | LIBX new world of investing | 07 June 2021 | Verifiable CPD activity | 0.5 |
FPI21060083 | Alexander Forbes Financial Services (Pty) Ltd | The Puneet's Swani Talk - The World Post Covid | 01 June 2021 till 31 May 2021 | Verifiable CPD activity | 1 |
FPI21060082 | STANLIB Wealth Management (Pty) Ltd | INN8 Elephant in the Room | 29 June 2021 till 28 June 2022 | Verifiable CPD activity | 1 |
FPI21060081 | Full Value Financial Services (Pty) Ltd | Mechanics of Equity renewal | 01 October 2020 till 30 September 2021 | Verifiable CPD activity | 3 |
FPI21060080 | Full Value Financial Services (Pty) Ltd | Economic principles renewal | 01 March 2021 till 28 Feb 2022 | Verifiable CPD activity | 2.5 |
FPI21060079 | Full Value Financial Services (Pty) Ltd | Bond Principles renewal | 01 Aug 2021 till 31 July 2022 | Verifiable CPD activity | 4 |
FPI21060078 | Moonstone Business School of Excellence (Pty) Ltd | Refresher Health Services Benefits | 03 June 2021 till 02 June 2022 | Verifiable CPD activity | 6.5 |
FPI21060077 | Moonstone Business School of Excellence (Pty) Ltd | Refresher Forex Investments | 03 June 2021 till 02 June 2022 | Verifiable CPD activity | 4.5 |
FPI21060076 | Moonstone Business School of Excellence (Pty) Ltd | Economic and Investment Overview | 03 June 2021 till 02 June 2022 | Verifiable CPD activity | 3.5 |
FPI21060075 | ICS Academy (Pty) Ltd | ICSA – FIT AND PROPER REQUIREMENTS - 2021 | 01 June 2021 till 31 May 2021 | Verifiable CPD activity | 2 |
FPI21060074 | ICS Academy (Pty) Ltd | FATCA AND CRS – A REGULATORY FRAMEWORK - 2021 | 01 June 2021 till 31 May 2021 | Verifiable CPD activity | 2 |
FPI21060073 | Towers Watson (Pty) Ltd | Retirement Consulting Committee [Q1 2020] | 15 March 2021 | Verifiable CPD activity | 1.5 |
FPI21060072 | Asset TV (Pty) Ltd | BOUTIQUES IN THE HOT SEAT | 01 June 2021 – 31 May 2022 | Verifiable CPD activity | 0.5 |
FPI21060071 | Discovery Central Services (Pty) Ltd | Financial Adviser Guide to Global Investments | 01 June 2021 – 31 May 2022 | Verifiable CPD activity | 2 |
FPI21060070 | Liberty Group Limited | Advice: Investing at Retirement | 01 June 2021 - 31 May 2022 | Verifiable CPD activity | 2 |
FPI21060069 | Liberty Group Limited | Advice: Risk Focused FNA | 01 June 2021 - 31 May 2022 | Verifiable CPD activity | 3 |
FPI21060068 | Circulus Online | Revenue Management and Planning for Financial Advice Practices | 02 June 2021 | Verifiable CPD activity | 1 |
FPI21060067 | BrightRock Life Limited | Group Risk a Covid 19 update | 15 June 2021 | Verifiable CPD activity | 0.5 |
FPI21060066 | Chartered Financial Analyst Society of South Africa NPC | Finweek Collective Insight | 09 June 2021 | Verifiable CPD activity | 2 |
FPI21060065 | Moonstone Business School of Excellence (Pty) Ltd | Refresher Pension Fund Benefits | 03 June 2021 till 02 June 2022 | Verifiable CPD activity | 6 |
FPI21060064 | Moonstone Business School of Excellence (Pty) Ltd | Long-term Insurance Refresher | 03 June 2021 till 02 June 2022 | Verifiable CPD activity | 5 |
FPI21060063 | Moonstone Business School of Excellence (Pty) Ltd | Refresher Investments (CPD) | 03 June 2021 till 02 June 2022 | Verifiable CPD activity | 8 |
FPI21060062 | FPI Centre for Professional Development a division of FPI NPC | Estate, Trust and Tax Planning Workshop | 15 September 2021 – 31 May 2022 (Estate and Trust) 30 September 2021 – 31 May 2022 (Tax) | Verifiable CPD activity | 6.5 |
FPI21060061 | Optimum Investment Group (Pty) Ltd | Market Update 04 June 2021 | 04 June 2021 | Verifiable CPD activity | 0.5 |
FPI21060060 | Moonstone Business School of Excellence (Pty) Ltd | How FAIS can be used to build client relationships | 31 May 2021 til 30 May 2022 | Verifiable CPD activity | 0.5 |
FPI21060059 | ICS Academy (Pty) Ltd | ICSA – MARKETING AND ADVERTISING – AN OVERVIEW IN THE CONTEXT OF FAIS AND CISCA - 2021 | 01 June 2021 till 31 May 2021 | Verifiable CPD activity | 3 |
FPI21060058 | ICS Academy (Pty) Ltd | COMPLAINTS - AN OVERVIEW OF SELECTED LEGISLATIVE PROVISIONS - 2021 | 01 June 2021 till 31 May 2021 | Verifiable CPD activity | 2.5 |
FPI21060057 | Old Mutual Personal Finance | COLLAB Sessions - Creating Video Content | 13 May 2021 till 12 May 2022 | Verifiable CPD activity | 0.5 |
FPI21060056 | Moonstone Business School of Excellence (Pty) Ltd | Refresher Structured Deposits (CPD) | 03 June 2021 till 02 June 2022 | Verifiable CPD activity | 3.5 |
FPI21060055 | Regium Advisory (Pty) Ltd | Section 37C Training | 04th June 2021 | Verifiable CPD activity | 3 |
FPI21060054 | Foord Asset Management (Pty) Ltd | Hereford National update – Foord, Staying the course | 12th May 2021 | Verifiable CPD activity | 0.5 |
FPI21060053 | Discovery Central Services (Pty) Ltd | Retirement funds that help people to retire well | 01st June 2021 – 31st May 2022 | Verifiable CPD activity | 2.5 |
FPI21060052 | Anchor Group Limited | Bubble, bubble, toil and trouble? - Essentials for Financial Advisors | 27th May 2021 | Verifiable CPD activity | 1 |
FPI21060051 | Ninety One SA (Pty) Ltd | SA Rates Macro Meeting | 03rd February 2021 | Verifiable CPD activity | 1.5 |
FPI21060050 | Ninety One SA (Pty) Ltd | Credit Top Down Meetings | 12th February 2021 | Verifiable CPD activity | 1 |
FPI21060049 | Discovery Central Services (Pty) Ltd | What is Effective Annual Cost (EAC) - Unpacking Costs | 01st June 2021 – 31st May 2021 | Verifiable CPD activity | 2 |
FPI21060048 | Liberty Group Limited | Building Self-Confidence | 01st June 2021 – 31st May 2022 | Verifiable CPD activity | 1 |
FPI21060047 | Asset TV (Pty) Ltd | Boutiques in the hotseat | 04 June 2021 til 03 June 2022 | Verifiable CPD activity | 1 |
FPI21060046 | Nedbank Limited | Estate Planning Case Study | 01 June 2021 till 31 May 2021 | Verifiable CPD activity | 2 |
FPI21060045 | IHRM | 02 July 2021 POPIA IHRM Webinar | 02 July 2021 till 01 July 2022 | Verifiable CPD activity | 3 |
FPI21060044 | Masthead (Pty) Ltd | the Tax and Other Aspects of Retirement Funds and Investments 2020. | 11 June 2021 till 10 June 2022 | Verifiable CPD activity | 2 |
FPI21060043 | Masthead (Pty) Ltd | How to create an effective Operations Manual for your FSP over 2 sessions | 10 June 2021 till 09 June 2022 | Verifiable CPD activity | 7 |
FPI21060042 | Discovery Central Services (Pty) Ltd | Renewal Business Assurance | 01 June 2021 till 31 May 2021 | Verifiable CPD activity | 1 |
FPI21060041 | Liberty Group Limited | Transition into the new normal with Design Thinking Principles | 01st June 2021 – 31st May 2022 | Verifiable CPD activity | 1.5 |
FPI21060040 | ABSA Group Limited | Exploring Portable Alpha Strategies | 01st June 2021 | Verifiable CPD activity | 1 |
FPI21060039 | The Institute of Health Risk Managers (Pty) Ltd | An overview of POPIA – and its relevance for medical schemes and their parties | 01st May 2021 – 31st May 2022 | Verifiable CPD activity | 2.5 |
FPI21060038 | ICS Academy (Pty) Ltd | The FAIS Act – A regulatory framework 2021 | 01st June 2021 – 31st May 2021 | Verifiable CPD activity | 3 |
FPI21060037 | Morningstar Investment Management South Africa (Pty) Ltd | Managed Portfolio Review | 19th May 2021 | Verifiable CPD activity | 0.5 |
FPI21060036 | Old Mutual Wealth | PFA Monthly Investment Briefing MAY 2021 | 27th May 2021 | Verifiable CPD activity | 0.5 |
FPI21060035 | Sanlam Life Insurance Limited | Drafting of a Will – Intention of a Testator | 01st June 2021 – 31st May 2022 | Verifiable CPD activity | 2 |
FPI21060034 | Sygnia Asset Management (Pty) Ltd | SURF Webinar – Quarter 1 in Review | 27th May 2021 | Verifiable CPD activity | 0.5 |
FPI21060033 | MitonOptimal South Africa (Pty) Ltd | Chalford Wealth ICM | 25th February 2021 | Verifiable CPD activity | 1 |
FPI21060032 | MitonOptimal South Africa (Pty) Ltd | Castle Investments ICM | 21st April 2021 | Verifiable CPD activity | 1 |
FPI21060031 | MitonOptimal South Africa (Pty) Ltd | BWISE ICM | 01st March 2021 | Verifiable CPD activity | 1 |
FPI21060030 | Melville Douglas Investment Management (Pty) Ltd | Opportunity and Risk - A Spotlight on the Telecommunications Sector | 06th May 2021 | Verifiable CPD activity | 0.5 |
FPI21060029 | FPI Centre for Professional Development a division of FPI NPC | Offshore Transfers Webinar | 03 June 2021 till 02 June 2022 | Verifiable CPD activity | 1 |
FPI21060028 | Discovery Central Services (Pty) Ltd | Renewal - South Africa’s economy impacted by Global Events and the three things that history teaches us about Investing | 01 June 2021 till 31 May 2021 | Verifiable CPD activity | 1 |
FPI21060027 | Old Mutual Personal Finance | INTEGRATED WEALTH PLANNING 1 | 15 April 2021 till 14 April 2022 | Verifiable CPD activity | 1 |
FPI21060026 | Old Mutual Personal Finance | HOW TO IDENTIFY AND POSITION SALES OPPORTUNITIES | 01 April 2021 till 31 March 2022 | Verifiable CPD activity | 1 |
FPI21060025 | Old Mutual Personal Finance | Relationship Building | 18 March 2021 | Verifiable CPD activity | 1 |
FPI21060024 | ICS Academy (Pty) Ltd | CORPORATE GOVERNANCE – AN OVERVIEW OF SELECTED LEGISLATIVE PROVISIONS - 2021 | 01 June 2021 till 31 May 2021 | Verifiable CPD activity | 4 |
FPI21060023 | ICS Academy (Pty) Ltd | RISK BASED PORTFOLIO CONSTRUCTION - 2021 | 27 May 2021 till 26 May 2022 | Verifiable CPD activity | 1.5 |
FPI21060022 | Liberty Group Limited | Managing Multiple Demands for Success and Resilience | 01 June 2021 till 31 May 2021 | Verifiable CPD activity | 3 |
FPI21060021 | Old Mutual Personal Finance | COLLAB SESSIONS: ANNUAL REVIEWS 1 | 11 Feb 2021 till 10 Feb 2022 | Verifiable CPD activity | 0.5 |
FPI21060020 | IHRM | COFI Bill | 01 June 2021 till 31 May 2021 | Verifiable CPD activity | 2.5 |
FPI21060019 | RMB | RMB Markets client Post-Budget live webinar | 17 February 2021 | Verifiable CPD activity | 1 |
FPI21060018 | Liberty Group Limited | The value of First Impressions | 01 June 2021 till 31 May 2021 | Verifiable CPD activity | 1 |
FPI21060017 | Liberty Group Limited | Prosilience renewal | 01 November 2021 till 31 October 2022 | Verifiable CPD activity | 1.5 |
FPI21060016 | MitonOptimal South Africa (Pty) Ltd | Wealth Focus ICM | 12 April 2021 | Verifiable CPD activity | 1 |
FPI21060015 | MitonOptimal South Africa (Pty) Ltd | Signal Wealth ICM (IP Prudential Equity Fund) | 18 May 2021 | Verifiable CPD activity | 1 |
FPI21060014 | Momentum, a divison of MMI Holdings | MCAA - Investment review and importance of sticking to the investment plan Webinar | 22 June 2021 till 21 June 2022 | Verifiable CPD activity | 0.5 |
FPI21060013 | Discovery Central Services (Pty) Ltd | Income protection products vs Lump sum disability products - renewal | 30 Aprl 2021 till 29 April 2022 | Verifiable CPD activity | 1 |
FPI21060012 | Discovery Central Services (Pty) Ltd | Optional extras and value added services - renewal | 30 Aprl 2021 till 29 April 2022 | Verifiable CPD activity | 1.5 |
FPI21060011 | Discovery Central Services (Pty) Ltd | Basics of Financial Planning renewal | 01 March 2021 till 28 February 2022 | Verifiable CPD activity | 12 |
FPI21060010 | PSG Asset Management (Pty) Ltd | The PSG Autumn Update Round Tables | 12th & 13th May 2021 | Verifiable CPD activity | 0.5 |
FPI21060009 | Old Mutual Investment Group (Pty) Ltd | Stress Management: 40+ easy ways to deal with stress | 01st June 2021 – 31st May 2022 | Verifiable CPD activity | 1 |
FPI21060008 | Old Mutual Investment Group (Pty) Ltd | Practical strategies for developing your company's global Diversity, Equity, and Inclusion function | 01st June 2021 – 31st May 2022 | Verifiable CPD activity | 0.5 |
FPI21060007 | Old Mutual Investment Group (Pty) Ltd | Privacy General Employee Awareness E-learning | 01st June 2021 – 31st May 2022 | Verifiable CPD activity | 1 |
FPI21060006 | Captains and Coaches (Pty) Ltd | Financial Planning vs Product Advice | 25th March 2021 – 24th March 2022 | Verifiable CPD activity | 1 |
FPI21060005 | FMI, A Division Of Bidvest Life | Insurance for younger lives – Bridging the insurance gap | 01st June 2021 – 31st May 2022 | Verifiable CPD activity | 0.5 |
FPI21060004 | Discovery Central Services (Pty) Ltd | Theory of Financial Planning Workshop | 01st March 2021 – 28th February 2022 | Verifiable CPD activity | 7 |
FPI21060003 | Boutique Collective Investments (RF) (Pty) Ltd | May 2021 BCI Boutique on Wednesday views – Zoom Hosting | 5-12 May 2021 | Non-verifiable CPD activity | DECLINED |
FPI21060001 | Captains and Coaches (Pty) Ltd | FICA | 30th April 2021 – 30th April 2022 | Verifiable CPD activity | 1 |
FPI21050367 | Asset TV (Pty) Ltd | SA Equities 2021 Masterclass | 01st April 2021 – 31st March 2022 | Verifiable CPD activity | 1 |
FPI21050366 | Moonstone Business School of Excellence (Pty) Ltd | Financial Services Overview Refresher | 02 June 2021 - 02 June 2022 | Verifiable CPD activity | 3.5 |
FPI21050363 | Old Mutual Wealth | Old Mutual Wealth Private Clients Securities Insights Exchange_ Part 2 | 06 May 2021 | Verifiable CPD activity | 0.5 |
FPI21050362 | Old Mutual Wealth | Old Mutual Wealth Private Clients Securities Insights Exchange_ Part 1 | 04 May 2021 | Verifiable CPD activity | 0.5 |
FPI21050361 | Old Mutual Wealth | Old Mutual Wealth Advice Forum 2021 | 01 June 2021 – 31 May 2022 | Verifiable CPD activity | 4 |
FPI21050360 | ICTS Legal Services (Pty) Ltd | Pension Fund Partners Legal Forum | 23 April 2021 | Verifiable CPD activity | 1.5 |
FPI21050359 | The Institute of Health Risk Managers (Pty) Ltd | Understanding the Role of Protocols for medical schemes and their beneficiaries 2021 | 01 June 2021 - 31 May 2022 | Verifiable CPD activity | 1.5 |
FPI21050358 | VAPS Consultancy (Pty) Ltd | Internet of Things in Insurance | 01 June 2021 – 31 May 2022 | Verifiable CPD activity | 0.5 |
FPI21050357 | VAPS Consultancy (Pty) Ltd | Understanding the FIC ACT (Reporting, RBA, Amendments) 2020 | 01 June 2021 – 31 May 2022 | Verifiable CPD activity | 7.5 |
FPI21050356 | Sanlam Life Insurance Limited | SC Legal Reports Assessment January-April 2021 | 01 June 2021 – 31 May 2022 | Verifiable CPD activity | 2.5 |
FPI21050355 | Sanlam Life Insurance Limited | Supervision Renewal | 01 June 2021 – 31 May 2022 | Verifiable CPD activity | 4 |
FPI21050354 | Liberty Corporate | Financial Crime Intelligence and AntiMoney Laundering [AML]. | 01 June 2021 – 31 May 2022 | Verifiable CPD activity | 3 |
FPI21050353 | ICS Academy (Pty) Ltd | HARASSMENT IN THE WORKPLACE - 2021 | 25 May 2021 – 24 May 2022 | Verifiable CPD activity | 2.5 |
FPI21050352 | Sanlam Life Insurance Limited | Q1 2021 Quarterly Investment Committee Meetings (for Graviton & Glacier Invest clients) | 26th April 2021 – 10th June 2021 | Verifiable CPD activity | 2 |
FPI21050351 | Sanlam Life Insurance Limited | Interface House View Committee: Global Economic Policy | 13 Aoril 2021 | Verifiable CPD activity | 1.5 |
FPI21050345 | Momentum, a divison of MMI Holdings | A Moment of insight and updates | 27th May 2021 - 27th May 2022 | Verifiable CPD activity | 0.5 |
FPI21050344 | Momentum, a divison of MMI Holdings | Estate Planning Workshop 3: Estate liquidity | 01 June 2021 – 31 May 2022 | Verifiable CPD activity | 3.5 |
FPI21050343 | Momentum, a divison of MMI Holdings | Estate Planning Workshop 2: Marriage regimes | 01 June 2021 – 31 May 2022 | Verifiable CPD activity | 1.5 |
FPI21050342 | Momentum, a divison of MMI Holdings | Estate Planning Workshop 1: Introduction and Wills CPD Application | 01 June 2021 – 31 May 2022 | Verifiable CPD activity | 1.5 |
FPI21050341 | Integrity Academy (Pty) Ltd | Behaviors and Emotions in FP | 01 June 2021 till 31 May 2022 | Verifiable CPD activity | 3.5 |
FPI21050340 | Integrity Academy (Pty) Ltd | POPIA Renewal | 01 June 2021 till 31 May 2022 | Verifiable CPD activity | 5.5 |
FPI21050339 | Integrity Academy (Pty) Ltd | Forex renewal | 01 June 2021 – 31 May 2022 | Verifiable CPD activity | 8.5 |
FPI21050338 | Integrity Academy (Pty) Ltd | Financial Statements in business envornment | 01 June 2021 till 31 May 2022 | Verifiable CPD activity | 7 |
FPI21050337 | Integrity Academy (Pty) Ltd | Structured deposits renewal | 01 June 2021 till 31 May 2022 | Verifiable CPD activity | 8.5 |
FPI21050336 | Integrity Academy (Pty) Ltd | Financial Needs Analysis Renewal | 01 June 2021 till 31 May 2022 | Verifiable CPD activity | 8 |
FPI21050335 | Integrity Academy (Pty) Ltd | Money Laundering Legislation and the implications for Accountable Institutions (FICA) | 01 June 2021 till 31 May 2022 | Verifiable CPD activity | 4.5 |
FPI21050334 | Integrity Academy (Pty) Ltd | Regulatory Update renewal | 01 June 2021 till 31 May 2022 | Verifiable CPD activity | 5 |
FPI21050333 | Discovery Central Services (Pty) Ltd | Saving for retirement: Retirement annuity (RA) versus pension or provident fund - renewal | 31 March 2021 – 01 April 2022 | Verifiable CPD activity | 1 |
FPI21050332 | Discovery Central Services (Pty) Ltd | Retirement Tax Renewal | 28 February 2021 till 01 March 2022 | Verifiable CPD activity | 1 |
FPI21050331 | Discovery Central Services (Pty) Ltd | Renewal - Why short-term insurance claims may get rejected | 01 March 2021 till 28 Feb 2022 | Verifiable CPD activity | 1 |
FPI21050330 | Discovery Central Services (Pty) Ltd | Financial Needs Analysis Renewal | 01 March 2021 till 28 Feb 2022 | Verifiable CPD activity | 6 |
FPI21050329 | Absa Group Limited | Absa Webinar: Perspectives on public sector wage negotiations discussion with COSATU’s Matthew Parks | 27 May 2021 | Verifiable CPD activity | 1 |
FPI21050328 | Absa Group Limited | ABSA Webinar: SA Insight Discussions: Trudi Makhaya - Economic Advisor to President Ramaphosa | 10 May 2021 | Verifiable CPD activity | 1 |
FPI21050327 | Absa Group Limited | Absa SA Macro Roadshow SA’s daunting struggle to recovery from the economic fallout of Covid19 | 01 May 2021 – 01 May 2022 | Verifiable CPD activity | 1 |
FPI21050326 | Absa Group Limited | ABSA Fixed Income Research Roadshow | 01 May 2021 – 01 May 2022 | Verifiable CPD activity | 1 |
FPI21050325 | Absa Group Limited | Absa Credit Roadshow: Lingering asset quality concerns on SA DFIs despite faster economic recovery | 05 May 2021 | Verifiable CPD activity | 1 |
FPI21050324 | Towers Watson (Pty) Ltd | Investment Committee [Quarter 2, 2021] | 12 April 2021 | Verifiable CPD activity | 2 |
FPI21050323 | Towers Watson (Pty) Ltd | Investment Committee [October 2020] | 26 October 2020 | Verifiable CPD activity | 2 |
FPI21050322 | Towers Watson (Pty) Ltd | Consultancy Forum [April 2021] | 28 April 2021 | Verifiable CPD activity | 2.5 |
FPI21050321 | Towers Watson (Pty) Ltd | Consultancy Forum [March 2021] | 31 March 2021 | Verifiable CPD activity | 1.5 |
FPI21050320 | Towers Watson (Pty) Ltd | Consultancy Forum [February 2021] | 24 February 2021 | Verifiable CPD activity | 1.5 |
FPI21050319 | Towers Watson (Pty) Ltd | Retirement Committee [Q4 2020] | 16 October 2020 | Verifiable CPD activity | 1 |
FPI21050318 | Old Mutual Wealth | Weekly Investment Committee and Stock Selection meeting | 01 May to 31 May 2021 | Verifiable CPD activity | 8 |
FPI21050317 | Momentum, a divison of MMI Holdings | MFP Investment Houseview Strategy | 14 May 2021 – 13 May 2022 | Verifiable CPD activity | 1 |
FPI21050316 | Matrix Fund Managers (Pty) Ltd | The Matrix Grid: Politics and Market Pricing | 18 May 2021 | Verifiable CPD activity | 1.5 |
FPI21050315 | Alexander Forbes Financial Services (Pty) Ltd | SA Stocks – Opportunity knocks or Buyer Beware? | 26 May 2021 | Verifiable CPD activity | 1 |
FPI21050310 | Sanlam Life Insurance Limited | Fixed Income -Global Economic Review & Local Economic Review | 22nd April 2021 – 22nd April 2022 | Verifiable CPD activity | 0.5 |
FPI21050309 | AC Develop (Pty) Ltd | Insurance Apprentice 2021 Viewers | 17th June 2021 – 13th August 2021 | Verifiable CPD activity | 10 |
FPI21050308 | AC Develop (Pty) Ltd | Insurance Apprentice 2021 Task Setters & Judges | 01st April 2021 – 31st July 2021 | Verifiable CPD activity | 12 |
FPI21050307 | Marriott Asset Management (Pty)Ltd | Marriott Local Solutions Update May 2021 | 25th & 27th May 2021 | Verifiable CPD activity | 0.5 |
FPI21050306 | Fundhouse Adviser (Pty) Ltd | Momentum Intermediary Coaching Programme – Module 2 Workshop | 13th – 20th April 2021 | Verifiable CPD activity | 6 |
FPI21050305 | AC Develop (Pty) Ltd | Hollard Insure Regional & COE Market Review - July 2020 | 01st October 2020 – 30th September 2021 | Verifiable CPD activity | 12.5 |
FPI21050304 | AC Develop (Pty) Ltd | Hollard Insure Quarterly Key Individual Forum Renewal | 01st July 2020 – 30th June 2021 | Verifiable CPD activity | 1.5 |
FPI21050303 | PSG Wealth Financial Planning (Pty) Ltd Bellville | PSG Wealth Financial Planning – Tygervalley – Portfolio Committee meetings | 01st April 2021 – 30th April 2021 | Verifiable CPD activity | 1 |
FPI21050300 | Sanlam Life Insurance Limited | Glacier Invest live webinar on Portfolio construction with Ninety One | 29 April 2021 | Verifiable CPD activity | 0.5 |
FPI21050299 | Ninety One SA (Pty) Ltd | Credit Top-Down Meetings | 12 February 2021 | Verifiable CPD activity | 1 |
FPI21050298 | Ninety One SA (Pty) Ltd | SA Rates Macro Meeting | 09 September 2020 | Verifiable CPD activity | 1.5 |
FPI21050297 | AC Develop (Pty) Ltd | Hollard Insure Regional & COE Market Review - Oct 2020 | 28 – 29 October 2020 | Verifiable CPD activity | 14.5 |
FPI21050296 | AC Develop (Pty) Ltd | Hollard Insure Regional & COE Market Review - Feb 2021 | 03 – 04 February 2021 | Verifiable CPD activity | 16.5 |
FPI21050295 | AC Develop (Pty) Ltd | Hollard Insure Regional & COE Market Review - May 2021 | 05 – 06 May 2021 | Verifiable CPD activity | 6.5 |
FPI21050294 | Personal Trust (Pty) Ltd | Trust Procedures and Administration Update Workshop | 14 May 2021 | Verifiable CPD activity | 3 |
FPI21050293 | Citadel Investment Services (Pty) Ltd | Fiduciary Update - Wealth Taxes - April 2021 | 21 – 22 April 2021 | Verifiable CPD activity | 2 |
FPI21050292 | ICTS Legal Services (Pty) Ltd | ICTS Legal Services -Ensimini Financial Services | 21 May 2021 | Verifiable CPD activity | 2 |
FPI21050291 | ICTS Legal Services (Pty) Ltd | ICTS Legal Services – Monthly Legal Forum | 04 November 2020 | Verifiable CPD activity | 2.5 |
FPI21050290 | ICTS Legal Services (Pty) Ltd | 1705 Mercer Marsh | 17 May 2021 | Verifiable CPD activity | 2 |
FPI21050288 | eStudy (Pty) Ltd | Class of Business – Short-Term Insurance: Commercial Lines | 01st June 2021 – 31st May 2022 | Verifiable CPD activity | 2.5 |
FPI21050284 | Sanlam Life Insurance Limited | The History and Future of Equities | 01st May 2021 – 01st May 2022 | Verifiable CPD activity | 0.5 |
FPI21050280 | Docfox Africa T/A FICA CO | UNDERSTANDING CUSTOMER RISK IN THE CONTEXT OF FICA | 28 May 2021 | Verifiable CPD activity | 1 |
FPI21050279 | FPI Centre for Professional Development a division of FPI NPC | Annuity Innovation Webinar | 22 June 2021 | Verifiable CPD activity | 1 |
FPI21050278 | FPI Centre for Professional Development a division of FPI NPC | FAIS Ombud Annual Report Webinar | 08 June 2021 till 07 June 2022 | Verifiable CPD activity | 1 |
FPI21050277 | Allan Gray (Pty) Ltd | Business Transformation Programme | Workshop 6: Real succession planning | 24 November 2020 – Cape Town & Durban, 6 November 2020 – Joburg, Polokwane & Pretoria, 01 December 2020– Bloemfontein | Verifiable CPD activity | 6 |
FPI21050276 | Glacier Financial Holdings (Pty) Ltd | Tax Workshop | 27 May 2021 | Verifiable CPD activity | 3.5 |
FPI21050275 | Circulus Online | Renewal Business Assurance Refresher | 01 May 2021 – 01 May 2022 | Verifiable CPD activity | 3 |
FPI21050274 | PSG Asset Management (Pty) Ltd | The PSG Autumn 2021 Webinar | 11 May 2021 | Verifiable CPD activity | 0.5 |
FPI21050273 | Counterpoint Boutique (Pty) Ltd | Coffee with Counterpoint 19 May 2021 | 19 May 2021 | Verifiable CPD activity | 1 |
FPI21050272 | Personal Trust (Pty) Ltd | Quarterly Update on Global Markets & Fund Performance 14/12/2020 | 14 December 2020 | Verifiable CPD activity | 0.5 |
FPI21050271 | Nedbank Limited | Nedbank Wealth Management Estate Planning - eLearning | 01 June 2021 – 31 May 2022 | Verifiable CPD activity | 6.5 |
FPI21050270 | Counterpoint Boutique (Pty) Ltd | Can Global Value Continue its Run? | 13 May 2021 | Verifiable CPD activity | 1 |
FPI21050269 | Boutique Collective Investments (RF) (Pty) Ltd | April 2021 BCI Boutique on Wednesday views – Zoom Hosting | 07th – 21st April 2021 | Verifiable CPD activity | 1 |
FPI21050268 | Moonstone Business School of Excellence (Pty) Ltd | Customer service and building client relationships | 30th April 2021 – 30th April 2022 | Verifiable CPD activity | 4.5 |
FPI21050266 | Morningstar Investment Management South Africa (Pty) Ltd | Investment Committee Portfolio Review and Market Update | 15th April 2021 – 18th May 2021 | Verifiable CPD activity | 0.5 |
FPI21050265 | Old Mutual Wealth | Emergency Succession Planning Workshop | 02nd – 17th June 2021 | Verifiable CPD activity | 2 |
FPI21050264 | Ninety One SA (Pty) Ltd | PWM Masterclass - 15 September 2020 | 15 September 2020 | Verifiable CPD activity | 0.5 |
FPI21050263 | Ninety One SA (Pty) Ltd | PWM Masterclass - 08 September 2020 | 08 Septembr 2020 | Verifiable CPD activity | 0.5 |
FPI21050262 | Ninety One SA (Pty) Ltd | PWM Masterclass - 01 September 2020 | 01 September 2020 | Verifiable CPD activity | 0.5 |
FPI21050260 | Moonstone Business School of Excellence (Pty) Ltd | Ethics – How to impress your clients | 176856-ON786302 | Verifiable CPD activity | 2 |
FPI21050258 | AC Develop (Pty) Ltd | HIC Gas Risks Workshop | 01 June 2021 – 31 May 2022 | Verifiable CPD activity | 1 |
FPI21050257 | AC Develop (Pty) Ltd | FSC BEE Awareness | 01 May 2021 – 30 April 2022 | Verifiable CPD activity | 1 |
FPI21050256 | AC Develop (Pty) Ltd | WTW 3rd party Approval Procedure | 01 July 2020 – 01 July 2021 | Verifiable CPD activity | 1 |
FPI21050255 | ICS Academy (Pty) Ltd | POPIA Course | 21 May 2021 – 20 May 2022 | Verifiable CPD activity | 1.5 |
FPI21050254 | Fundhouse Adviser (Pty) Ltd | Module 2 Group Coaching Session | 11, 13, 18 May 2021 | Verifiable CPD activity | 2.5 |
FPI21050253 | Fundhouse Adviser (Pty) Ltd | Module 1 Group Coaching Sesision | 2, 4, 9 March 2021 | Verifiable CPD activity | 2.5 |
FPI21050252 | The Institute of Health Risk Managers (Pty) Ltd | Medical Scheme Underwriting – 90 minutes webinar | 03 June 2021 | Verifiable CPD activity | 1.5 |
FPI21050251 | STANLIB Wealth Management (Pty) Ltd | Perspective on South African Listed Property 26 May | 26 May 2021 | Verifiable CPD activity | 1 |
FPI21050250 | Ninety One SA (Pty) Ltd | PWM Masterclass - 22 September 2020 | 22 September 2020 | Verifiable CPD activity | 0.5 |
FPI21050249 | Ninety One SA (Pty) Ltd | Live webinar with Sibanye-Stillwater CEO, Neal Froneman | 11th May 2021 – 11th May 2022 | Verifiable CPD activity | 0.5 |
FPI21050248 | Ninety One SA (Pty) Ltd | PWM Masterclass - 18 August 2020 | 25 August 2020 | Verifiable CPD activity | 0.5 |
FPI21050247 | Ninety One SA (Pty) Ltd | PWM Masterclass - 18 August 2020 | 18 August 2020 | Verifiable CPD activity | 0.5 |
FPI21050246 | Ninety One SA (Pty) Ltd | PWM Masterclass - 11 August 2020 | 11 August 2020 | Verifiable CPD activity | 0.5 |
FPI21050245 | Ninety One SA (Pty) Ltd | PWM Masterclass - 04 August 2020 | 04 August 2020 | Verifiable CPD activity | 0.5 |
FPI21050244 | Morningstar Investment Management South Africa (Pty) Ltd | Monthly Market Review/Update May 2021 | 01 May 2021 | Verifiable CPD activity | 1 |
FPI21050243 | Chartered Financial Analyst Society of South Africa NPC | LDI Month-end Masterclass | 30 June 2021 | Verifiable CPD activity | 1 |
FPI21050238 | HSBC Securities South Africa (Pty) Ltd | Murat Ulgen and David Faulkner – South Africa Marketing | 01st - 05th March 2021 | Verifiable CPD activity | 1 |
FPI21050237 | HSBC Securities South Africa (Pty) Ltd | Mark McDonald & Max Kettner: SA Marketing (Multi-Asset Data Science) | 12th – 23rd March 2021 | Verifiable CPD activity | 1 |
FPI21050236 | HSBC Securities South Africa (Pty) Ltd | Nick Webster, Shaun Chauke and Lucy Acton Marketing - SA Consumer | 03rd – 07th February 2021 | Verifiable CPD activity | 1 |
FPI21050235 | Old Mutual Wealth | Fiduciary Webinar: The top estate planning mistakes made by affluent clients & how to avoid them | 30 April 2021 till 29 April 2022 | Verifiable CPD activity | 1 |
FPI21050234 | Fundhouse Adviser (Pty) Ltd | ASISA 2020 IFA Programme - Module 6 | 17 & 18 February 2021 | Verifiable CPD activity | 12 |
FPI21050233 | Fundhouse Adviser (Pty) Ltd | ASISA 2020 IFA Programme - Module 5 | 25 & 26 November 2020 | Verifiable CPD activity | 12 |
FPI21050232 | Fundhouse Adviser (Pty) Ltd | ASISA 2020 IFA Programme - Module 4 | 14 & 15 October 2020 | Verifiable CPD activity | 12 |
FPI21050230 | Glacier Financial Holdings (Pty) Ltd | Glacier Business Booster with Truffle Asset Management | 25 February 2021 | Verifiable CPD activity | 1 |
FPI21050229 | Old Mutual Personal Finance | GEPF Masterclass Webinar | 24 May 2021 till 23 May 2022 | Verifiable CPD activity | 1 |
FPI21050228 | Anchor Group Limited | Pension Fund Benefits Programme | 01 June 2021 till 31 May 2022 | Verifiable CPD activity | 8.5 |
FPI21050227 | ICTS Legal Services (Pty) Ltd | Sygnia Legal Forum | 10 May 2021 | Verifiable CPD activity | 2 |
FPI21050226 | Milpark Education (Pty) Ltd | Contingent liability & keyperson policies | 16 April 2021 till 15 April 2022 | Verifiable CPD activity | 1 |
FPI21050225 | Milpark Education (Pty) Ltd | Umbrella Funds Options, including Costing | 01 April 2021 – 31 March 2022 | Verifiable CPD activity | 2 |
FPI21050224 | Milpark Education (Pty) Ltd | Tax Planning for businesses | 01 April 2021 – 01 April 2022 | Verifiable CPD activity | 2 |
FPI21050223 | Milpark Education (Pty) Ltd | Risk Management Considerations for a Financial Planning Practice | 01 April 2021 – 01 April 2022 | Verifiable CPD activity | 1 |
FPI21050222 | Milpark Education (Pty) Ltd | Regulation 28 In-fund Investment Management | 01 April 2021 – 31 March 2022 | Verifiable CPD activity | 2 |
FPI21050221 | Milpark Education (Pty) Ltd | Risk and Business Assurance | 01 April 2021 – 31 March 2022 | Verifiable CPD activity | 6 |
FPI21050220 | PSG Wealth Financial Planning (Pty) Ltd Bellville | PSG Conference 2021 | 05th & 06th May 2021 | Verifiable CPD activity | 6 |
FPI21050219 | 2IP (Pty) Ltd | The Global Macro Economic Backdrop and its Relevance to the Investment Environment Q2 2021 | 11 May 2021 till 10 May 2022 | Verifiable CPD activity | 1.5 |
FPI21050218 | Towers Watson (Pty) Ltd | Consultancy Forum January 2021 | 27 Jauary 2021 | Verifiable CPD activity | 1 |
FPI21050217 | Old Mutual Personal Finance | Using Video Content | 01 June 2021 till 31 May 2022 | Verifiable CPD activity | 1 |
FPI21050216 | Milpark Education (Pty) Ltd | Presentation Skills for Financial Planners | 01 April 2021 till 31 March 2022 | Verifiable CPD activity | 2 |
FPI21050215 | Milpark Education (Pty) Ltd | Practice Management | 01 April 2021 till 31 March 2022 | Verifiable CPD activity | 5 |
FPI21050214 | Milpark Education (Pty) Ltd | Managing Risk in a Clients Portfolio | 01 April 2021 till 31 March 2022 | Verifiable CPD activity | 2 |
FPI21050213 | Milpark Education (Pty) Ltd | King IV and Retirement Funds | 01 April 2021 till 31 March 2022 | Verifiable CPD activity | 2 |
FPI21050212 | FNB Wealth & Financial Advisory | Wills and Estate Planning | 16 March 2021 – 15 March 2022 | Verifiable CPD activity | 1 |
FPI21050211 | FNB Wealth & Financial Advisory | Trust and Trust administration | 16 March 2021 – 15 March 2022 | Verifiable CPD activity | 1 |
FPI21050210 | Sanlam Life Insurance Limited | A STRONG RESTART IndexMore webinar by Satrix, in collaboration with BlackRock | 27 May 2021 | Verifiable CPD activity | 1 |
FPI21050209 | eStudy (Pty) Ltd | Right to Repair | 01 May 2021 – 30 April 2022 | Verifiable CPD activity | 1.5 |
FPI21050208 | Simply Learn CC | Debarment Programme | 01 May 2021 – 30 April 2022 | Verifiable CPD activity | 1.5 |
FPI21050207 | Simply Learn CC | Whistleblowing application | 01 May 2021 – 30 April 2022 | Verifiable CPD activity | 1.5 |
FPI21050206 | Simply Learn CC | Complaints Programme | 01 May 2021 – 30 April 2022 | Verifiable CPD activity | 2 |
FPI21050205 | Simply Learn CC | Ethics Programme | 01 May 2021 – 30 April 2022 | Verifiable CPD activity | 1 |
FPI21050204 | eStudy (Pty) Ltd | POPIA: Information Technology | 01 May 2021 – 30 April 2022 | Verifiable CPD activity | 2 |
FPI21050203 | AC Develop (Pty) Ltd | SHA Vicarious Liability Forum | 27 May 2021 | Verifiable CPD activity | 2 |
FPI21050202 | Milpark Education (Pty) Ltd | Investment Planning and the economy | 01 April 2021 till 31 March 2022 | Verifiable CPD activity | 2 |
FPI21050201 | Milpark Education (Pty) Ltd | Investment Planning | 01 April 2021 till 31 March 2022 | Verifiable CPD activity | 6 |
FPI21050200 | Sanlam Life Insurance Limited | Satrix Actively Managing Balanced Index Funds | 01 April 2021 till 31 March 2022 | Verifiable CPD activity | 0.5 |
FPI21050199 | Counterpoint Boutique (Pty) Ltd | Coffee with Counterpoint | 21 April 2021 | Verifiable CPD activity | 1 |
FPI21050198 | Nedgroup Investments (Pty) Ltd | International Investing – How, where, how much | 06 May 2021 | Verifiable CPD activity | 0.5 |
FPI21050197 | PPS Insurance Company Limited | Annual Client Reviews | 21 May 2021 | Verifiable CPD activity | 5 |
FPI21050196 | Efficient Private Clients (Pty) Ltd | Market Call | 23 April 2021 | Verifiable CPD activity | 2.5 |
FPI21050195 | Old Mutual Personal Finance | Learnings from the FAIS Ombud determinations | 10 May 2021 – 31 December 2021 | Verifiable CPD activity | 1 |
FPI21050194 | Edward Nathan Sonnenbergs Incorporated | Netting application | 31 May 2021 | Verifiable CPD activity | 1 |
FPI21050193 | Old Mutual Personal Finance | IFA BI-WEEKLY WEBINAR: COMPLIANCE AND ADVICE | 25 May 2021 | Verifiable CPD activity | 1 |
FPI21050190 | Allan Gray (Pty) Ltd | Winning with your client value proposition – 01 June 2021 | 1st June 2021 | Verifiable CPD activity | 1 |
FPI21050188 | Sanlam Life Insurance Limited | Inflation Plus Absolute Return: A differentiated approach within a familiar Category | 04th May 2021 – 04th May 2021 | Verifiable CPD activity | 0.5 |
FPI21050185 | Boutique Collective Investments (RF) (Pty) Ltd | BCI Global Investment Conference May 2021 – Zoom Hosting | 24th -26th May 2021 | Verifiable CPD activity | 11.5 |
FPI21050184 | The Collaborative Exchange (Pty) Ltd | The 25th Annual Virtual Pension Lawyers of South Africa Conference | 13 & 14 May 2021 | Verifiable CPD activity | 10.5 |
FPI21050183 | Momentum, a divison of MMI Holdings | Partnership Connect 2021 | 02nd & 09th June 2021 | Verifiable CPD activity | 1 |
FPI21050182 | AC Develop (Pty) Ltd | Agri Market Risk Update 2021 | 18 May 2021 – 17 May 2022 | Verifiable CPD activity | 2 |
FPI21050181 | Ninety One SA (Pty) Ltd | SA Rates Macro Meeting | 06 May 2021 | Verifiable CPD activity | 1.5 |
FPI21050180 | Simply Learn CC | TCF Programme | 18 May 2021 – 17 May 2022 | Verifiable CPD activity | 3 |
FPI21050179 | Old Mutual Investment Group (Pty) Ltd | Creating Psychological Safety and Belonging | 18 May 2021 – 17 May 2022 | Verifiable CPD activity | 1 |
FPI21050178 | NBC Holdings (Pty) Ltd | PAIA Manual Training | 05 May 2021 | Verifiable CPD activity | 3 |
FPI21050177 | ICS Academy (Pty) Ltd | ANTI-MONEY LAUNDERING – A REGULATORY FRAMEWORK 2021 | 17 May 2021 – 16 May 2022 | Verifiable CPD activity | 3 |
FPI21050176 | Milpark Education (Pty) Ltd | Pension Fund Regulations | 01 April 2021 till 31 March 2022 | Verifiable CPD activity | 2 |
FPI21050175 | Milpark Education (Pty) Ltd | Risk Planning -Understanding the Risk Planning Process CPD Application Document for 2021 | 01 April 2021 till 31 March 2022 | Verifiable CPD activity | 2 |
FPI21050174 | Milpark Education (Pty) Ltd | Overview of Changes in the Financial Planning Environment CPD Application Document for 2021 | 01 April 2021 till 31 March 2022 | Verifiable CPD activity | 2 |
FPI21050173 | Milpark Education (Pty) Ltd | Ombud's cases and ethical considerations | 01 April 2021 till 31 March 2022 | Verifiable CPD activity | 2.5 |
FPI21050172 | Milpark Education (Pty) Ltd | Medical Scheme Performance | 01 April 2021 till 31 March 2022 | Verifiable CPD activity | 2 |
FPI21050171 | PPS Insurance Company Limited | Ethics Programme | 17 May 2021 – 16 May 2022 | Verifiable CPD activity | 6.5 |
FPI21050170 | Personal Trust (Pty) Ltd | Trust and Estate Planning Update Training | 21 May 2021 | Verifiable CPD activity | 7 |
FPI21050167 | FPI Centre for Professional Development a division of FPI NPC | Integrating machine learning in asset management | 25th May 2021 – 25th May 2022 | Verifiable CPD activity | 1.5 |
FPI21050165 | South African Institute for Business Strategy Development | Foundational Certificate in Strategic Leadership | 01st May 2021 – 30th April 2022 | Verifiable CPD activity | 6 |
FPI21050164 | Momentum, a divison of MMI Holdings | Momentum Consult – 1st Quarter 2021 Feedback Session | 01st April 2021 – 01st April 2022 | Verifiable CPD activity | 1 |
FPI21050163 | Allan Gray (Pty) Ltd | Allan Gray Business & Investment update – 19 May 2021 | 19th May 2021 | Verifiable CPD activity | 1 |
FPI21050162 | Edward Nathan Sonnenbergs Incorporated | Conflicts of Interest: Management & Mitigation (Webinar) | 25th May 2021 | Verifiable CPD activity | 1.5 |
FPI21050160 | The Institute of Health Risk Managers (Pty) Ltd | Impact of Covid-19 on Sa's health system | 21 May 2021 | Verifiable CPD activity | 3 |
FPI21050159 | AC Develop (Pty) Ltd | SHA Professional Indemnity Workshop | 17 May 2021 – 16 May 2022 | Verifiable CPD activity | 1 |
FPI21050158 | AC Develop (Pty) Ltd | SHA Kidnap & Ransom Workshop 2021 | 17 May 2021 – 16 May 2022 | Verifiable CPD activity | 1 |
FPI21050157 | Nedbank Limited | Human Centred Leadership | 18 May 2021 – 18 May 2022 | Verifiable CPD activity | 1 |
FPI21050156 | Edward Nathan Sonnenbergs Incorporated | (Regulation of Crypto Assets & Robo Advice) ENSafrica | 27 May 2021 | Verifiable CPD activity | 1.5 |
FPI21050155 | Old Mutual Investment Group (Pty) Ltd | Critical Thinking Skills | 17 May 2021 – 16 May 2022 | Verifiable CPD activity | 1 |
FPI21050154 | Full Value Financial Services (Pty) Ltd | Money market pricing and calculations | 17 May 2021 – 16 May 2022 | Verifiable CPD activity | 4.5 |
FPI21050153 | Masthead (Pty) Ltd | How to create a Business Plan that Works | 31 May 2021 till 30 May 2022 | Verifiable CPD activity | 3 |
FPI21050152 | Masthead (Pty) Ltd | Driving Success in Challenging Times Part 1| | 31 May 2020 till 30 April 2022 | Verifiable CPD activity | 1 |
FPI21050151 | Masthead (Pty) Ltd | Learning how to Build a Robust Financial Management Model | 07 June 2021 till 06 June 2022 | Verifiable CPD activity | 3 |
FPI21050150 | Masthead (Pty) Ltd | Exceptional Assistant - Improve Efficiencies to Increase Profits | 06 June 2021 till 05 June 2022 | Verifiable CPD activity | 5.5 |
FPI21050149 | Masthead (Pty) Ltd | KI Responsibilities - Understanding your Role and Obligation | 11 June 2021 till 10 June 2022 | Verifiable CPD activity | 3 |
FPI21050148 | Masthead (Pty) Ltd | A Practical Guide to developing your own FICA RMCP 2021 (Over 2 sessions) | 01 June 2021 till 31 May 2022 | Verifiable CPD activity | 6.5 |
FPI21050147 | Masthead (Pty) Ltd | Preparation for a FISCA visit – What to Expect | Invoice ON803806 | 18 June 2021 till 17 June 2022 | Verifiable CPD activity | 2.5 |
FPI21050048 | IRESS MD RSA (Pty) Ltd | Scenario Templates | 01st June 2021 – 01st June 2022 | Non-verifiable CPD activity | DECLINED |