Education
Recognised Continuous Professional Development Providers
Company | Contact Person | Tel No | Web Site | Continuous Professional Development Training Offered | |
---|---|---|---|---|---|
Elevate Life (Pty) Ltd | Judith Ndaba | judith.ndaba@elevate.co.za | 011 030 7184 | https://www.elevate.co.za/ | Ethics & Practice Standards | Financial Management | Risk Management |
Jigsaw Solutions | Neil Linford / Paul Karsten | neil@jigsawcompliance.com;paul@ jigsawcompliance.com | 0284653022 | www.jigsawsolutions.com | Asset Management Financial Management Risk Mangement Estate Planning Tax Planning Retirement Planning Ethics & Practice Standards |
SA Accounting Academy (Pty) Ltd | Charmaine Nadasan | charmaine@accountingacademy.co .za | https://accountingacademy.co.za/ | Financial Management | |
Sanlam Sky a division of Sanlam Developing Markets Ltd | Theo Mahapa | theo.mahapa@sanlamsky.co.za | 0860 44 33 22 | www.sanlamsky.co.za | Asset Management Financial Management Risk Mangement Estate Planning Tax Planning Retirement Planning Ethics & Practice Standards |
FNB Stock Broking and Portfolio Management (Pty) Ltd | Wojciech Boryna | WBoryna@fnb.co.za | www.fnbstockbrokers.co.za | Asset Management | Estate Planning | Tax Planning | |
PortfolioMetrix Asset Management SA (Pty) Ltd | Charl de Beer | charl.debeer@portfoliometrix.co.za | 010 448 1278 | www.portfoliometrix.co.za | Asset Management |
Citywire Financial Publishers | Brett Powell | bpowell@citywire.co.za | 02078402174 | www.citywire.com | Asset Management |
Melville Douglas Investment Management (Pty) Ltd | Thandiwe Nontshibongo | Thandiwe.Nontshibongo@standard bank.co.za | 011 344 5149 | www.melvilledouglas.com | Asset Management |
1Life Insurance Limited | Alexandra McLoughlan | alexandramc@1life.co.za | 011 428 1789 | https://www.telesure.co.za/ | Risk Management Ethics & Practice Standards |
Institute of Retirement Funds Africa NPC | Khuliso Ratshili | reception@irf.org.za | 011 450 1670 | www.irf.org.za | Retirement Planning |
Jason Bernic t/a Success Coaching | Jason Bernic | jason@successcoaching.co.za | 082 901 4407 | https://www.successcoaching.co.z a/ | Asset Management Financial Management Risk Mangement Estate Planning Tax Planning Retirement Planning Ethics & Practice Standards |
PSG Asset Management (Pty) Ltd | Carren Engledoe | Carren.Engledoe@psg.co.za | 021 918 7800 | www.psg.co.za | Asset Management |
The Conference Company (Pty) Ltd | Lu-Ann Kminek | Nina Freysen-Pretorius Lu-Ann Kminek | 031 303 9852 | www.confco.co.za | Asset Management | Tax Planning | Estate Planning | Risk Management | Retirement Planning | Risk Management | Ethics & Practice Standards | Practice Management |
ABSA Group Limited | Sharika.Ramsarup@absa.africa | zelda.anderson!absa.africa | lydia.fox@absa.africa | priscilla.leroux@absa.africa Rashika Ramsarup | Davina Naidoo | Lydia Fox | Priscilla le roux | Zelda ANderson | 011 846 8321 | www.absa.co.za | Asset Management, Financial Management, Estate Planning, Tax Planning, Retirement Planning, Risk Management and Ethics & Financial Planning Standards. | |
PPS Investments (Pty) Ltd | Kim Scherr | lmoodley@pps.co.za | 021 680 3662 | www.ppsinvestments.co.za | Asset Management |
Capricorn Asset Management (Pty) Ltd | Gunton Cloete | Gunton.Cloete@capricorn.com.na | 0264 61 299 172 | https://www.cam.com.na/Pages/de fault.aspx | Asset Management |
PPS Academy, a division of PPS Insurance Company (Pty) Ltd | Tumelo Ramphele | tramphele@pps.co.za | 0116449738 | www.ppsacademy.co.za | Asset Management, Financial Management, Estate Planning, Tax Planning, Retirement Planning, Risk Management and Ethics & Financial Planning Standards. |
Sygnia Asset Management (Pty) Ltd | Mary-Anne Rossouw | mrossouw@sygnia.co.za | 0214462432 | www.sygnia.co.za | Asset Management |
Milpark Education (Pty) Ltd | Tracey Joseph | Deon Macauley | Marilize.Putter@milpark.ac.za; tracey.joseph@milpark.ac.za | 021 673 9100 | www.milpark.ac.za | Asset Management, Financial Management, Estate Planning, Tax Planning, Retirement Planning, Risk Management and Ethics & Financial Planning Standards. |
Media 24 (Pty) Ltd | Timothy Rangongo | Timothy.Rangongo@newmedia.co. za | 011 877 6246 | https://www.media24.com/ | Asset Management, Estate Planning, Tax Planning, Retirement Planning, Risk Management and Ethics & Financial Planning Standards |
Towers Watson (Pty) Ltd | Eleanor Fraser | elle.fraser@willistowerswatson.com | 021 681 3700 | https://www.wtwco.com/en ZA/About-Us/the-willis-towers watson-development-trust | Asset Management, Financial Management, Estate Planning, Tax Planning, Retirement Planning, Risk Management and Ethics & Financial Planning Standards. |
Prowess Investment Managers (Pty) Ltd | Cheryl Wyngaard | cheryl@prowessinvestments.com | 0215650065 | www.prowessinvestments.com | Asset Management |
Simply Learn CC | Zelda Fuka | zelda@legal1.co.za | 012 998 7938 | www.simplylearn.co.za | Ethics & Practice Standards | Risk Management |
Insurance Publications CC | Michelle Schreuder-Rankin | michelle@fanews.co.za | 011 768 2299 | www.fanews.co.za | Asset Management, Estate Planning, Tax Planning, Retirement Planning, Risk Management and Ethics & Financial Planning Standards |
Compliance Online (Pty) Ltd | Andreas Kruger | andreas@complianceonline.co.za | 021 863 0073 | www.complianceonline.com | Ethics & practice Standards |
Alexander Forbes Financial Services (Pty) Ltd | Oupa Cindi | cindio@aforbes.com | senatsin@aforbes.com | 011 269 0000 | www.alexanderforbes.co.za | Financial Management,Asset Management, Retirement Planning, Estate Planning, Ethics and Practice Standard |
Efficient Private Clients (Pty) Ltd | Adv Francois Stofberg | francois@efpc.co.za | 087 057 0543 | www.efpc.co.za | Asset Management |
Morningstar Investment Management South Africa (Pty) Ltd | Natalie Shattock | Natalie.Shattock@morningstar.com | http://www.morningstar.co.za/ | Asset Management | |
Laurium Capital (Pty) Ltd | Victoria Gorman | victoria.gorman@lauriumcapital.co m;mike.titley@lauriumcapital.com | 011 263 7700 | www.lauriumcapital.com/ | Financial Management,Asset Management, Retirement Planning, Estate Planning, Ethics and Practice Standard |
Council for Medical Schemes | Mmatsie Mpshane | m.mpshane@medicalschemes.com | 012 431 0434 | https://www.medicalschemes.com/ | Risk Management | Ethics & Practice Standards |
Infinitum Compliance (Pty) Ltd | Pieter Moller | admin@infcompliance.co.za;pmolle r@infcompliance.co.za | https://www.infinitumcompliance.c o.za/ | Financial Management,Asset Management, Retirement Planning, Estate Planning, Ethics and Practice Standard | |
IRESS MD RSA (Pty) Ltd | Nireshni Perumal | Nireshnie.Perumal@iress.co.za | 010 492 1111 | www.iress.com | Financial Management, Retirement Planning, Estate Planning |
FNB Financial Advisory | Lisle Ellapen | Angelina Lumbala | lisle.ellapen@fnb.co.za | Angelina.Lumbala@fnb.co.za | 084 303 1973 | www.fnb.co.za | Financial Management,Asset Management, Retirement Planning, Estate Planning, Ethics and Practice Standard |
AC Develop (Pty) Ltd | Charmaine Koch | charmaine@acdevelop.co.za | www.acdevelop.co.za | Financial Management,Asset Management, Retirement Planning, Estate Planning, Ethics and Practice Standard | |
UBS South Africa (Pty) Ltd | Sharon Nell | sharon.nell@ubs.com | 011 322 7228 | www.ubs.com | Asset Management |
Fundhouse Adviser (Pty) Ltd | Margaux Kalil | matthew@fundhouse.co.za;Margau x@fundhouse.co.za | 0216703340 | www.fundhouse.co.za | Ethics & Practice Standards Asset Management Practice Management |
Citadel Investment Services (Pty) Ltd | Sisa Mtitshana | sisam@citadel.co.za | 012 470 2524 | www.citadel.co.za | Financial Management,Asset Management, Retirement Planning, Estate Planning, Ethics and Practice Standard |
Old Mutual Personal Finance | Herman van Rensburg | HVanRensburg@OLDMUTUAL.co m;pcraythorn@oldmutual.com | 021 509 1576 | www.oldmutual.co.za | Financial Management,Asset Management, Retirement Planning, Estate Planning, Ethics and Practice Standard |
eSTUDY (Pty) Ltd | Lizeth VIsser | lizeth@estudy.co.za | 082 819 7398 | https://estudysa.co.za/ | Financial Management,Asset Management, Retirement Planning, Estate Planning, Ethics and Practice Standard |
ICTS Legal Services (Pty) Ltd | Toni Canton | cantint@icts.co.za | 087 702 3821 | www.icts.co.za | Financial Management, Asset Management, Risk Management, Tax Planning, Retirement Planning, Estate Planning, Ethics and Practice Standard |
Scottfin Insurance Brokers (Pty) Ltd | Anki Rossouw | anki@scottfin.com | 039 978 2220 | www.scottfin.co.za | Risk Management |
Personal Trust (Pty) Ltd | Conrad Hendrick Nicole McIntyre | chendrick@ptrust.co.za nmcintyre@ptrust.co.za | 021 689 8975 | www.ptrust.co.za | Estate Planning | Tax Planning | Ethics & Practice Standards |
PPS Insurance Company (Pty) Ltd. | Mirinda Laurens | mlaurens@pps.co.za | '011 644 4781 | www.pps.co.za | Asset Management, Financial Management, Risk Management, Estate Planning, Tax Planning, Retirement Planning, Ethics and Practice Standards. |
The Sales Counsel (Pty) Ltd | Hendrien van Zyl | Hendrien@thesalescounsel.co.za | 071 602 6846 | https://thesalescounsel.co.za/ | Professional Skills & abilities |
Kairos Foundations (Pty) Ltd | Charlene Abrahams | Charlene@kairostraining.com | 021 903 0393 | www.kairostraining.co.za | Asset Management, Financial Management, Risk Management, Estate Planning, Tax Planning, Retirement Planning, Ethics and Practice Standards. |
Just Retirement Life South Africa Ltd | Michelle Dodd | mdodd@justsa.co.za | www.justsa.co.za | Retirement Planning | |
Novia One Group (Pty) Ltd | Carol Junius | caroll@noviaone.com | 011783 9390 | www.noviaone.com | Asset Management, Financial Management, Risk Management, Estate Planning, Tax Planning, Retirement Planning, Ethics and Practice Standards. |
Investment Consulting & Trustee Services (Pty) Ltd | Toni Canton | cantint@icts.co.za | 087 702 3821 | www.icts.co.za | Asset Management, Financial Management, Risk Management, Estate Planning, Tax Planning, Retirement Planning, Ethics and Practice Standards. |
RisCura Holdings South Africa | Gouwa Dawood | gdawood@riscura.com | www.riscura.co.za | Risk Management | Ethics & Practice Standards | |
Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo | Francois Du Toit | info@francoisdutoit.co.za | 083 275 8368 | www.propulsion.co.za | Asset Management, Financial Management, Risk Management, Estate Planning, Tax Planning, Retirement Planning, Ethics and Practice Standards. |
JUTA & Company (Pty) Ltd | Frances Ngubeni | Fngubeni@JUTA.CO.ZA | 021 659 2461 | www.juta.co.za | Ethics & Practice Standards |
Old Mutual International | Sharon Lundy Wayne Sorour | sharon.lundy@omwealth.co.za wayne.sorour@omwealth.co.za | 021 524 4722 | www.oldmutualinternational.co.za | Asset Management, Financial Management, Risk Management, Estate Planning, Tax Planning, Retirement Planning, Ethics and Practice Standards. |
Counterpoint Boutique | Jaco Brand | Jaco.Brand@cpam.co.za | 021 492 0218 | www.cpam.co.za | Asset Management |
Anchor Group Limited | Claire Smith | yvanjaarsveld@anchorcapital.co.za | claire@investorcampus.com | 021 417 8892 | https://www.anchorgroup.co.za/ | Financial Management Risk Management Tax Planning Estate Planning Retirement Planning Ethics & Practise Standards |
Noble Private Portfolios (Pty) Ltd | Belinda De Kok | belinda@nobleport.co.za | 086 110 5811 | www.noblepp.co.za | Asset Management, Retirement Planning, Ethics and Practice Standards. |
2IP (Pty) Ltd | Danielle van Breda | Francois Cilliers | danielle@2ip.co.za | 021 914 1321 | https://www.2ip.co.za/ | Asset Management | Risk Management |
New Road Capital (Pty) Ltd | Zandeleigh Taute | zandeleight@newroadcapital.co.za | 071 483 1345 | www.newroadcapital.co.za | Asset Management |
Investec Bank Limited | Mikhaeel Hafferjee | Kim.Skjoldhammer@investec.co.za ;mailto:Mikhaeel.Haffejee@investec .co.za | 0214161403 | www.investec.co.za | Asset Management | Ethics & Practice Standards |
Financial Sector Transformation Council NPC | Tlago Molefe | tlagom@Fstc.org.za | 021 416 1403 | www.fstc.co.za | Risk Management | Financial Management | Retirement Planning |
Full Value Financial Services (Pty) Ltd | Ike Phiri | ike@fullvalue.co.za | 011 781 5678 | www.fullvalue.co.za/ | Asset Management | Financial Management | Risk Management |
Liberty Corporate | Stella Seletse | stella.seletse@liberty.co.za | 011 408 4548 | www.liberty.co.za | Financial Management, Asset Management, Risk Management, Tax Planning, Retirement Planning, Estate Planning, Ethics and Practice Standard |
Octomate Education (Pty) Ltd | Abbott Pfukwa | abbot@octomate.co.za | 011 238 7095 | www.octomate.co.za | Financial Management, Asset Management, Risk, Management, Tax Planning, Retirement Planning, Estate Planning, Ethics and Practice Standard |
STANLIB Wealth Management | Jenny Martin | Jenny.Martin@stanlib.com | nikki@quzar.co.za | www.stanlib.com | Asset Management | |
Infinitus Risk Management Service (Pty) Ltd | Erika Botha | erika@infinitus.co.za | http://infinitus.co.za/ | Risk Management | |
Ashburton Fund Managers Proprietary Limited | Denise Pillay | denise.pillay@ashburton.co.za | 011 282 4432 | www.ashburton.co.za | Asset Management |
Unlimited People Consulting (Pty) Ltd | Sue Anderson | Sue Anderson |
083 302 7340 | www.upc.co.za | Professional Skills & abilities |
Prescient Investment Management (Pty) Ltd | Tukie Motsephe | Tukie.Motsephe@prescient.co.za | 021 700 3700 | www.prescient.co.za | Asset Management |
Optimum Investment Group (Pty) Ltd | Olivia Dirks | olivia@optimumgroup.co.za | '0861 678 4346 | https://optimuminvestgroup.com/ | Asset Management |
Old Mutual Investment Group (Pty) Ltd | Faeez Hendricks | fhendricks@oldmutual.com | '021 509 2563 | www.oldmutualinvest.co.za | Asset Management, Ethics and Practice Standards |
Matrix Fund Managers | Faieka Slemming | FAIEKA@MATRIXFM.CO.ZA | 021 673 7829 | https://matrixfundmanagers.co.za/ | Asset Management |
ICS Academy (Pty) Ltd | James Smalberger | james@icsacademy.co.za | 021 975 6597 | https://www.complianceservices.c o.za/ics-academy/ | Ethics & Practice Standards |
Simeka Consultants & Actuaries (Pty) Ltd | Noemia Abrahamse | noemia@simekaconsult.co.za | Andeshka@simekaconsult.co.za | 0219123302 | www.simekaconsult.co.za | Financial Management, Asset Management, Risk, Management, Tax Planning, Retirement Planning, Estate Planning, Ethics and Practice Standard |
Marriot Asset Management (Pty)Ltd | Lorna Verwey | verweyl@marriott.co.za | 031 765 0700 | https://www.marriott.co.za/ | Asset Management |
Naviga Solutions (Pty) Ltd | Yolandi Kotze | yolandi@naviga.co.za | 087 056 9633 | www.naviga.co.za | Asset Management | Retirement Planning |
Horizon Compliance (Pty) Ltd | Johann Cloete | adriaan@horizoncompliance.co.za | 012 030 0267 | https://www.horizoncompliance.co. za/?gclid=EAIaIQobChMIyZKA9Jv N9AIVhu5RCh3EYwVVEAAYASA AEgLlbfD_BwE | Asset Management, Financial Management, Risk Management, Estate Planning, Tax Planning, Retirement Planning, Ethics and Practice Standards |
Integrity Academy (Pty) Ltd | Johann Cloete | johann@ialearn.co.za | 012 348 1098 | https://integrityacademy.co.za/ | Asset Management, Financial Management, Risk Management, Estate Planning, Tax Planning, Retirement Planning, Ethics and Practice Standards |
Allan Gray (Pty) Ltd | Nancy Louw | Merryl.Lary@allangray.co.za;nancy. louw@allangray.co.za | 021 446 7704 | https://www.allangray.co.za/ | Asset Management, Financial Management, Risk Management, Estate Planning, Tax Planning, Retirement Planning, Ethics and Practice Standards |
At Work Internet Software Solutions (Pty) Ltd | Anina Coetzee | anina@work.za.com;cas@work.za. com | 010 594 2074 | https://www.atwork.co.za/ | Financial Management | Asset Management | Tax Planning | Estate Planning | Retirement Planning | Professional Skills & abilities | Risk Management |
The Institute of Health Risk Managers (Pty) Ltd | Irene Zambelis | irene@ihrm.co.za | 011 726 7482 | info@ihrm.co.za ;www.ihrm.co.za | Risk Management Ethics & Practice Standards |
REZCO Investment Counsel (Pty) Ltd | Eridene Coltman | eridene@rezco.co.za | siphokazi@rezco.co.za | 0861 739 468 | http://rezco.co.za/ | Asset Management |
Coronation Management Company (Pty) Ltd | Valda Daniels | vdaniels@coronation.com | 021 680 2000 | www.coronation.com | Asset Management |
Boutique Collective Investments (RF) (Pty) Ltd | Olga Engel | tthomson@bcis.co.za | olga@bcis.co.za | 021 007 1496 | www.bci.co.za | Asset Management |
Cinnabar Investment Management (Pty) Ltd | Dale Roodt | dale@cinnabarim.co.za | info@cinnabari m.co.za | https://cinnabarim.com/ | Asset Management |
M & G Investments Unit Trusts South Africa (RF) Ltd | Michelle Castle | michelle.castle@mandg.co.za;Can dice.Posthumus@mandg.co.za | 021 670 5112 | mandg.co.za | Asset Management Risk Management Ethics &Practice Standards |
Old Mutual Corporate | Phumelele Nxumalo | pnxumalo@oldmutual.com | 011 217 1617 | https://www.oldmutualinternational .co.za/ | Asset Management, Risk Management, Estate Planning, Tax Planning, Retirement Planning, Ethics and Practice Standards |
Stonehage Fleming Investment Management (South Africa) (Pty) Ltd | Lylanie Berg | lylanlylanie.berg@stonehageflemin g.com | 021 446 2100 | https://www.stonehagefleming.co m/ | Asset Management |
University of the Free State | Sanet Crous | crouss@ufs.ac.za | 051 4013665 | www.ufs.ac.za | Asset Management, Risk Management, Estate Planning, Tax Planning, Retirement Planning, Ethics and Practice Standards |
GTC (Pty)Ltd | David Seligman | dseligman@gtc.co.za | 010 597 6838 | www.gtc.co.za | Asset Management, Risk Management, Estate Planning, Tax Planning, Retirement Planning, Ethics and Practice Standards |
Docfox Africa T/A FICA CO | Hawken McEwan | hawken@docfox.co.za | 010 140 3580 | https://docfox.co.za/ | Asset Management | Tax Planning | Estate Planning | Risk Management | Retirement Planning | Risk Management | Ethics & Practice Standards | Practice Management |
Moonstone Business School of Excellence (Pty) Ltd | Stephanie Engelbrecht | edel@mbse.ac.za | stephanie@moonstoneinfo.com | 021 883 8000 | http://www.mbse.ac.za/ | Asset Management | Tax Planning | Estate Planning | Risk Management | Retirement Planning | Risk Management | Ethics & Practice Standards | Practice Management |
ISS Compliance (Pty) Ltd | Beejal Vallabh | madhu@nfsgroup.co.za beejal@nfsgroup.co.za; | 0837893085 | www.nfsgroup.co.za | Asset Management | Tax Planning | Estate Planning | Risk Management | Retirement Planning | Risk Management | Ethics & Practice Standards | Practice Management |
Jhb Securities and Portfolio Management Company (Pty) Ltd t/a SA Asset Mana | An-marie Swanepoel | saassets@sastockbrokers.co.za | 012 567 7657 | http://www.saassets.co.za/ | Asset Management |
Foord Asset Management (Pty) Ltd | Christina Castle | christina.castle@foord.co.za | Helena.LaCock@foord.co.za | 021 532 6988 | http://www.foord.co.za/ | Asset Management |
Ninety One SA (Pty) Ltd | Marlin Africa-Sylvester | Sizo Mabaso | marlin.asylvester@ninetyone.com | sizo.mabaso@ninetyone.com | 021 901 1926 | https://www.ninetyone.com/ | Asset Management, Tax Planning, Retirement Planning, Estate Planning, Ethics and Practice Standards |
The Compliance Toolbox (Pty) Ltd | Ryno van Wyk | ryno@ctb.co.za | 011 794 1189 | https://www.ctb.co.za/ | Asset Management | Tax Planning | Estate Planning | Risk Management | Retirement Planning | Risk Management | Ethics & Practice Standards | Practice Management |
Old Mutual Wealth | Nomhle Somdaka | donny.bruce@omwelath.co.za;nom hle.somdaka@omwealth.co.za;Yari va.Ramdhani@omwealth.co.za;Dill on Venketsamy
|
021 524 4400 | http://www.omwealth.co.za/ | Financial Management, Risk Management, Tax Planning, Estate Planning, Retirement Planning, Ethics and Practice Standards |
Momentum, a Division of MMI Holdings | Riekie Rennie | Riekie.Rennie@momentum.co.za | 087 742 9148 | http://www.momentum.co.za/ | Asset Management, Risk Management, Tax Planning, Retirement Planning Estate Planning, Ethics and Practice Standards |
Nedgroup Investments (Pty) Ltd | Farhana Meeran | FarhanaMe@nedgroupinvestments. co.za | 021 416 6064 | http://www.nedgroupinvestments.c om/ | Financial Management, Asset Management, Risk Management, Retirement Planning, Ethics and Practice Standards |
Employee Benefits Network (Pty) Ltd | Toni Canton | cantint@icts.co.za | 010 020 9008 | https://www.eeb.co.za/ | Retirement Planning |
Schroder Investment Management Limited | Adam Saunders | adam.saunders@Schroders.com | 442076584912 | https://www.schroders.com/en/za/i ntermediary/ | Asset Management, Financial Management, Estate Planning, Tax Planning, Retirement Planning, Risk Management, Ethics & Financial Planning Standards |
PSG Wealth Financial Planning (Pty) Ltd Bellville | Carrel Engledoe | Carren.Engledoe@psg.co.za | 021 918 7800 | http://www.psg.co.za/ | Asset Management, Risk Management, Ethics & Practice Standards |
The Collaborative Exchange (Pty) Ltd | Debbie Hinton | kevin@thecollaborative.co.za | 082 568 1795 | https://www.thecollaborative.co.za/ | Asset Management |
The Tax Faculty | Ketlani Halala | compliance@taxfaculty.ac.za | 012 943 7002 | https://taxfaculty.ac.za/ | Tax Planning, Ethics & Practice Standards |
Regium Advisory (Pty) Ltd | Tibane Mpahlwa | tibane@mpahlwainc.com | 072 475 9606 | https://regiumconsulting.tech/ | Asset Management |
Elite Wealth (Pty) Ltd | Nadine de Waal | rassie.dupreez@elitewealth.biz;nad ine.dewaal@elitewealth.biz | 0861 222 378 | http://www.elitewealth.biz/ | Financial Management, Risk Management, Ethics and Practice Standards |
Camissa Collective Investments (RF) Limited | Liza-marie van Wyk | lvanwyk@kagisoam.com | 021 673 6312 | http://www.kagisoam.com/ | Financial Management Asset Management |
Amity Investment Solutions (Pty) Ltd | Charlotte Du Toit | Charlotte@amity.co.za | 011 609 0707 | http://www.amitywealth.co.za/ | Asset Management, Financial Management, Risk Management, Estate Planning, Tax Planning, Retirement Planning, Ethics and Practice Standards |
CILSA Investments (Pty) Ltd | Jacqui Holliday | j.holliday@capital-sa.com | 021 201 1070 | https://www.capital-iom.com/ | Asset Management |
VAPS Consultancy (Pty) Ltd | Delia Green | delia@vaps.co.za | 011 795 8800 | https://vaps.co.za/ | Asset Management Financial Management Risk Mangement Estate Planning Tax Planning Retirement Planning Ethics & Practice Standards |
Edward Nathan Sonnenbergs Incorporated | Jessica Blumenthal | jblumenthal@ensafrica.com | '021 410 2567 | https://www.ensafrica.com/ | Asset Management | Tax Planning | Estate Planning | Risk Management Retirement Planning | Risk Management Ethics & Practice Standards | Practice Management " |
Chartered Financial Analyst Society of South Africa NPC | Noluthando Phakath | events@cfa.ac.za | 011 791 0105 | https://www.cfasociety.org/southaf rica/Pages/Home.aspx | Asset Management, Financial Management, Retirement Planning, Risk Management and Ethics & Financial Planning Standards. |
Bidvest life | Melody Stander | MelodyS@fmi.co.za | 031 880 1190 / 031 538 3500 | https://www.fmi.co.za/ | Retirement Planning, Risk Management and Ethics & Financial Planning Standards |
Glacier Financial Holdings (Pty) Ltd | Karin Pienaar | karin.pienaar@glacier.co.za | 0219179156 | www.glacier.co.za | Financial Management, Asset Management, Risk Management, Tax Planning, Retirement Planning, Estate Planning, Ethics & Practise Standards |
27four Investment Managers (Pty) Ltd | Mikhaeel Vawda | mikhaeel@27four.com | vic@27four.com | 0114422464 | https://www.27four.com/ | Asset Management |
Magwitch Securities (Pty) Ltd | Andrew Browne | Andrew@magwitch.co.za | 0114533048 | https://magwitch.co.za/ | Asset Management |
Rekindle Learning | Rapelang Rabana | Jo Goyen | rapelang@rekindlelearning.com | jo@rekindlelearning.com | 010 590 3107 | https://rekindlelearning.com/ | Ethics & Practice Standards |
MitonOptimal South Africa (Pty) Ltd | Suzaan Louw | Suzaan
|
021 689 6908 | https://www.mitonoptimal.com | Asset Management |
Liberty Group Limited | Nomabongwe Miya| Tasneem van Doorsen | Linda Olivier| | Tasneem.VanDoorsen@liberty.co.z a | 011 408 3936 | www.liberty.co.za | Asset Management Financial Management Risk Mangement Estate Planning Tax Planning Retirement Planning Ethics & Practice Standards | Professional Skills & abilities |
FPI Centre for Professional Development a division of FPI NPC | Kisten Da Silva | kirsten@fpi.co.za | 011 470 6000 | www.fpi.co.za | Asset Management | Tax Planning | Estate Planning | Risk Management | Professional Skills & abilities Retirement Planning | Risk Management Ethics & Practice Standards | Practice Management |
Analytics Consulting (Pty) Limited | Candace Diergaardt | Brenda Ainsworth | candace@analytics.co.za | brenda@cicollective.co.za | 0114639600 | www.analytics.co.za | Risk Management, Ethics & Practice Standards |Asset Management |
Affinity Business School (Pty) Ltd | Shaye Brits | shaye@affinitybusinessschool.co.z a | 0861 194 777 | https://affinitybusinessschool.co.za / | Asset Management | Tax Planning | Estate Planning | Risk Management Retirement Planning | Risk Management Ethics & Practice Standards | Practice Management |
Natsure (Pty) Ltd | Shemigra Kiewiets | ShemigraK@natsure.co.za lizam@natsure.co.za | 0861 447 752 | www.natsure.co.za/ | Risk Management |
Cadiz Funds (Pty) Ltd | Leigh.LeRiche@cadiz.co.za | Leigh.LeRiche@cadiz.co.za | 0800 505 050 | https://cadiz.co.za/ | Asset Management |
Discovery Central Services (Pty) Ltd | Ester Watson | carla Boucher | Caryn Goebel | Kefilwe Kgwadi | Yashantha Govender | esterw@discovery.co.za | CarynG@discovery.co.za | YashanthaN@discovery.co.za | Kefilwek@discovery.co.za | carlab@discovery.co.za | 011 529 2451 | www.discovery.co.za | Financial Management Risk Management Tax Planning Estate Planning Retirement Planning Ethics & Practise Standards |
Coronation Asset Management (Pty) Ltd | Ashley Marshall | AMarshall@Coronation.com | 021 680 2497 | https://www.coronation.com/institut ional/ | Asset Management | Financial Management | Retirement Planning Risk Management | Ethics & Practice Standards |
Sanlam Life Insurance Limited | Phina Nukeri | Ofentse Baloyi | Ofentse.Baloyi2@sanlam.co.za:Phi na.Nukeri@sanlam.co.za | 011 238 0461 | www.sanlam.co.za | Asset Management | Tax Planning | Estate Planning | Risk Management Retirement Planning | Risk Management Ethics & Practice Standards | Practice Management |
FundNews Africa CC | Lindsay Mitchell | lindsay.mitchell@hedgenewsafrica. com | 021 8500 585 | https://hedgenewsafrica.com/ | Risk Management Financial Management Ethics & Practice Standards |
Law@work Faculty of Law UCT | Don Coue | don.coue@uct.ac.za | 0216505621 | http://www.law.uct.ac.za/ | Asset Management | Tax Planning | Estate Planning | Risk Management Retirement Planning | Risk Management Ethics & Practice Standards | Practice Management |
Asset TV (Pty) Ltd | Lorensia Naidoo | Elna Smit | Lorenia.naidoo@asset.tv | elna.smit@asset.tv | 0746536296 | www.assettv.com | Asset Management |
Momentum Consultants & Actuaries | Yoliswa Jebe | yoliswa.jebe@momentum.co.za | 0877427602 | https://www.momentumconsultant sandactuaries.co.za/ | Asset Management |
Masthead (Pty) Ltd | Danelle Vollgraaff | dvollgraaff@masthead.co.za | tmalapane@masthead.co.za | 0216863588 | www.masthead.co.za | Estate Plannning Risk Management Ethics & Practice Standards |
OUTsurance Insurance Company Limited | Shaakira Abdool | abdoolsatars@out.co.za | 0126754566 | https://www.outsurance.co.za/ | Risk Management Financial Management Ethics & Practice Standards |