Education
Recognised Continuous Professional Development Providers
| Company | Contact Person | Tel No | Web Site | Continuous Professional Development Training Offered | |
|---|---|---|---|---|---|
| WORTH Financial Education | Lebo Mokoena | lebo@worth.co.za | https://worth.co.za/ | Financial Management | |
| Wealth Associates South Africa (Pty) Ltd | Jessica Vermaak | jessica@wealthassociates.co.za | https://wealthassociates.co.za/ | Asset Management | |
| VIZRE Pty (Ltd) | Marlon Green | mg@vizre.co.za | http://vizre.co.za/ | Risk 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 |
| Upskills Studios (Pty) Ltd | Jade Southgate | jade@upskill.studio | https://www.upskill.studio/contact | Tax Planning | Retirement Planning | Estate Planning | Ethics & Practice Standards | |
| Unlimited People Consulting (Pty) Ltd | Sue Anderson | sue@upc.co.za | 083 302 7340 | www.upc.co.za | Professional Skills & abilities |
| 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 |
| UBS South Africa (Pty) Ltd | Sharon Nell | sharon.nell@ubs.com | 011 322 7228 | www.ubs.com | Asset Management |
| Trusted Advisors | Anton Swanepoel | anton@antonswanepoel.co.za | 082 453 4184 | https://www.trustedadvisor.co.za/ | Financial Management | Asset Management | Risk Management | Retirement Planning | Ethics & Practice Standards | Financial Management |
| Towers Watson (Pty) Ltd | Eleanor Fraser | Corita.VanWyk@wtwco.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 | Ethics & Financial Planning Standards |
| The Tax Faculty | Ketlani Halala | compliance@taxfaculty.ac.za | 012 943 7002 | https://taxfaculty.ac.za/ | Tax Planning | Ethics & Practice Standards |
| The Skills Clinic | Elaine Harman | info@skillsclinic.co.za | 087 012 5487 | https://www.skillsclinic.co.za/ | Financial Management | Skills & abilities | Ethics & Practice Standards |
| The Pension Lawyers Association | Erica Smith | admin@pensionlawyers.co.za | ericasmythe63@gmail.com | 011 325 5068 | https://www.pensionlawyers.co.za/home/ | Financial Management | Asset Management | Risk Management | Retirement Planning | Estate Planning | Ethics & Practice Standards | Financial 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 |
| The Conference Company (Pty) Ltd | Lu-Ann Kminek | nina@confco.co.za | 031 303 9852 | www.confco.co.za | Asset Management | Tax Planning | Estate Planning | Risk Management | Retirement Planning | Risk Management | Ethics & Practice Standards | Practice Management |
| The Compliance Toolbox (Pty) Ltd | Ryno van Wyk | ryno@ctb.co.za;jp@ctb.co.za | 011 794 1189 | https://www.ctb.co.za/ | Asset Management | Tax Planning | Estate Planning | Risk Management | Retirement Planning | Ethics & Practice Standards | Practice Management |
| The Collaborative Exchange (Pty) Ltd | Debbie Hinton | kevin@thecollaborative.co.za | debbie@thecollaborative.co.za | 082 568 1795 | https://www.thecollaborative.co.za/ | Asset Management |
| Sygnia Asset Management (Pty) Ltd | Palesa Mabitsela | mrossouw@sygnia.co.za | pmabitsela@sygnia.co.za | 021 446 2432 | www.sygnia.co.za | Asset Management |
| StrategiQ Capital (Pty) Ltd | Re-Jahn Allie | Re-jahn@strategiq.co.za | https://www.strategiq.co.za/ | Asset Management | Risk Management | |
| STANLIB Wealth Management | Jenny Martin | Jenny.Martin@stanlib.com | nikki@quzar.co.za | itumeleng.madoda@stanlib.com | Palesa.mthombeni@stanlib.com | www.stanlib.com | Asset Management | |
| Sovereign Trust (SA) Limited | Yasmin Parker | yparker@sovereigngroup.com | https://www.sovereigngroup.com/sg-south-africa/ | Tax Planning | Retirement Planning | Estate Planning | |
| Simply Learn CC | Zelda Fuka | zelda@legal1.co.za | 012 998 7938 | www.simplylearn.co.za | Ethics & Practice Standards | Risk Management |
| Simeka Consultants & Actuaries (Pty) Ltd | Noemia Abrahamse | noemia@simekaconsult.co.za | fathima@simekaconsult.co.za | | 021 912 3302 | www.simekaconsult.co.za | Financial Management | Asset Management | Risk Management | Tax Planning | Retirement Planning | Estate Planning | Ethics and Practice Standard |
| Sentio Capital Management | Verlyn Troskie | vtroskie@sentio-capital.com | https://www.sentio-capital.com | Asset Management | |
| Sentinel International Advisory Services (Pty) Ltd | Coralea Zweig | yolandeb@sentineltrust.co.za | coraleaz@sentineltrust.co.za | 011 656 2722 | https://sentinelinternational.co.za/ | Financial Management | Asset Management | Risk Management | Retirement Planning | Estate Planning |Ethics & Practice Standards | Financial Management |
| Senate Group (Pty) Ltd | Theoniel Mcdonald | theoniel@wealthassociates.co.za | https://www.senategroup.co.za/ | Financial Management | Asset Management | Risk Management | Retirement Planning | Estate Planning | Ethics & Practice Standards | Financial Management | |
| Schroder Investment Management Limited | Adam Saunders | adam.saunders@Schroders.com | +44 (0) 207 658 6000 | https://www.schroders.com/en/za/intermediary/ | Asset Management | Financial Management | Estate Planning | Tax Planning | Retirement Planning | Risk Management | Ethics & Financial Planning Standards |
| Sasfin Financial Advisory Services | Theoanne Alexander | theoanne.alexander@sasfin.com | www.sasfin.com | Asset 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 |
| Sanlam Life Insurance Limited | Phina Nukeri | Ofentse Baloyi | Ulandi Fraser | Ofentse.Baloyi2@sanlam.co.za | ulandi.fraser@sanlam.co.za | 011 238 0461 | www.sanlam.co.za | Asset Management | Tax Planning | Estate Planning | Risk Management | Retirement Planning | Ethics & Practice Standards | Practice Management |
| Sales Guru Holdings Proprietary Limited | Karen Buys | karenb@salesguru.co.za | 082 820 3777 | https://www.salesguru.co.za/ | Financial Management | Asset Management |
| SA Accounting Academy (Pty) Ltd | Charmaine Nadasan | charmaine@accountingacademy.co.za | https://accountingacademy.co.za/ | Financial Management | |
| REZCO Asset Management (Pty) Ltd | Eridene Coltman | eridene@rezco.co.za | siphokazi@rezco.co.za | 0861 739 468 | http://rezco.co.za/ | Asset Management |
| Rekindle Learning | Rapelang Rabana | admingroup@rekindlelearning.com | 010 590 3107 | https://rekindlelearning.com/ | Asset Management | Risk Management | Ethics & Practice Standards |
| Private Wealth Management | Barend Thompson | bthompson@privatewealth.co.za | https://www.privatewealth.co.za/ | Financial Management | Asset Management | Risk Management | Retirement Planning | Ethics & Practice Standards | Financial Management | |
| Prescient Investment Management (Pty) Ltd | Tukie Motsephe | Tukie.Motsephe@prescient.co.za | 021 700 3700 | www.prescient.co.za | Asset Management |
| PPS Investments (Pty) Ltd | Lewin Moodley | lmoodley@pps.co.za | 021 680 3662 | www.ppsinvestments.co.za | Asset Management |
| PPS Academy, a division of PPS Insurance Company (Pty) Ltd | Yashantha Govender | ynayager@pps.co.za | 011 644 9738 | www.ppsacademy.co.za | Asset Management | Financial Management | Estate Planning | Tax Planning | Retirement Planning | Risk Management | Ethics & Financial Planning Standards |
| PortfolioMetrix Asset Management SA (Pty) Ltd | Charl de Beer | charl.debeer@portfoliometrix.co.za | 010 448 1278 | www.portfoliometrix.co.za | Asset Management |
| Plumb Line Risk Alignment (Pty) Ltd | Izak de Wet | izak@plumbline.co.za | https://plumbonline.com/ | Financial Management | Asset Management | Risk Management | Tax Planning | Retirement Planning | Ethics & Practice Standards | |
| 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 |
| P.L. IFA SERVICES CYPRUS LTD | Alexandra Plastera | info@ifaacademy.eu | 06948836036 | Financial Management | Risk Management | Ethics & Practice Standards | |
| Overseas Trust and Pension Limited | Natali Ford | Natali.Ford@trustandpension.com | https://www.trustandpension.com/ | Retirement Planning | Estate Planning | |
| OUTsurance Insurance Company Limited | Shaakira Abdool | abdoolsatars@out.co.za | 012 675 4566 | https://www.outsurance.co.za/ | Risk Management | Financial Management | Ethics & Practice Standards |
| Optimum Investment Group (Pty) Ltd | Olivia Dirks | olivia@optimumgroup.co.za | 0861 678 4346 | https://optimuminvestgroup.com/ | Asset Management |
| Old Mutual Wealth | Nomhle Somdaka | donny.bruce@omwelath.co.za | nomhle.somdaka@omwealth.co.za | Yariva.Ramdhani@omwealth.co.za | Nkosingiphile.Mdletshe@omwealth.co.za | janelle.davie@omwealth.co.za | 021 524 4400 | http://www.omwealth.co.za/ | Financial Management | Risk Management | Tax Planning | Estate Planning | Retirement Planning | Ethics and Practice Standards |
| Old Mutual Personal Finance | Herman van Rensburg | HVanRensburg@OLDMUTUAL.com | 021 509 1576 | www.oldmutual.co.za | Financial Management | Asset Management | Retirement Planning | Estate Planning | Ethics and Practice Standards |
| Old Mutual Life Assurance Company (“OMLACSA”) | Phumelele Nxumalo | pnxumalo@oldmutual.com | angobeni@oldmutual.com | https://www.oldmutualinternational.co.za/ | Asset Management | Risk Management | Estate Planning | Tax Planning | Retirement Planning | Ethics and Practice Standards | |
| Old Mutual Investment Group (Pty) Ltd | Faeez Hendricks | fhendricks@oldmutual.com | 021 509 2563 | www.oldmutualinvest.co.za | Asset Management | Ethics and Practice Standards |
| Old Mutual International | Sharon Lundy | sharon.lundy@omwealth.co.za | 021 524 4722 | www.omi-int.com | Financial Management | Asset Management | Retirement Planning | Estate Planning |
| 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 Standards |
| Oasis Group Holdings (Pty) Ltd | Wi-aan Geldenhuys | legal@za.oasiscrescent.com | Asset Management | Financial Management | Risk Management | Estate Planning | Tax Planning | Retirement Planning | Ethics and Practice Standards | ||
| Novia One Group (Pty) Ltd | Nonhlanhla Khubheka | caroll@noviaone.com | nonhlanhla@noviaone.com | 011 783 9390 | www.noviaone.com | Asset Management | Financial Management | Risk Management | Estate Planning | Tax Planning | Retirement Planning | Ethics and Practice Standards |
| Noble Private Portfolios (Pty) Ltd | Belinda De Kok | belinda@nobleport.co.za | admin@nobleport.co.za | 086 110 5811 | www.noblepp.co.za | Asset Management | Retirement Planning | Ethics and Practice Standards. |
| Ninety One SA (Pty) Ltd | Marlin Africa-Sylvester | Sizo Mabaso | marlin.asylvester@ninetyone.com | sizo.mabaso@ninetyone.com | Megan.Longman@ninetyone.com | 021 901 1926 | https://www.ninetyone.com/ | Asset Management | Tax Planning | Retirement Planning | Estate Planning | Ethics and Practice Standards |
| New Road Capital (Pty) Ltd | Zandeleigh Taute | zandeleight@newroadcapital.co.za | 071 483 1345 | www.newroadcapital.co.za | Asset Management |
| Nedgroup Investments (Pty) Ltd | Nabila Ganie | nabilag@nedgroupinvestments.co.za | farhaname@nedgroupinvestments.co.za | 021 416 6064 | http://www.nedgroupinvestments.com/ | Financial Management | Asset Management | Risk Management | Retirement Planning | Ethics and Practice Standards |
| Nedbank Limited | Natalie Manuel | BenazirK@Nedbank.co.za | nataliemanu@nedbank.co.za | https://personal.nedbank.co.za/home.html | Financial Management | Asset Management | Risk Management | Retirement Planning | Ethics & Practice Standards | Financial Management | Risk Management | |
| NBC Holdings (Pty) Ltd | Carla Schoeman | VanZylL@nbc.co.za | www.nbc.co.za | Financial Management | Asset Management | Risk Management | Retirement Planning | Ethics & Practice Standards | Financial Management | |
| Naviga Solutions (Pty) Ltd | Likopo Seleso | yolandi@naviga.co.za | likopo@naviga.co.za | noah@efw.co.za | 087 056 9633 | www.naviga.co.za | Asset Management | Retirement Planning |
| Morningstar Investment Management South Africa (Pty) Ltd | Natalie Shattock | Natalie.Shattock@morningstar.com | http://www.morningstar.co.za/ | Asset 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 | Ethics & Practice Standards | Practice Management |
| Money Habitudes LLC | Brian Foster | bfoster@moneyhabitudes.com | https://www.moneyhabitudes.com/ | Financial Management | Ethics and Practice Standards | |
| Momentum, a Division of MMI Holdings | Riekie Rennie | Riekie.Rennie@momentum.co.za | http://www.momentum.co.za/ | Asset Management | Risk Management | Tax Planning | Retirement Planning | Estate Planning | Ethics and Practice Standards | |
| Momentum Consultants & Actuaries | Yoliswa Jebe | maryna.muller@momentum.co.za | 087 742 7602 | https://www.momentumconsultantsandactuaries.co.za/ | Asset Management |
| MitonOptimal South Africa (Pty) Ltd | Ruwayda Hendricks | jolandi@mitonoptimal.com | ruwayda@mitonoptimal.com | Ingrid@mitonoptimal.com | 021 689 6908 | https://www.mitonoptimal.com | Asset Management |
| Milpark Education (Pty) Ltd | Nadia Killian | tracey.joseph@milpark.ac.za | Nadia.Killian@milpark.ac.za | 021 673 9100 | www.milpark.ac.za | Asset Management | Financial Management | Estate Planning | Tax Planning | Retirement Planning | Risk Management | Ethics & Financial Planning Standards |
| Mentenova (Pty) Ltd | Tshepiso Nkosi | tnkosi@mentenova.co.za | https://www.mentenova.co.za/ | Asset Management | |
| Melville Douglas Investment Management (Pty) Ltd | Thandiwe Nontshibongo | Thandiwe.Nontshibongo@standardbank.co.za | 011 344 5149 | www.melvilledouglas.com | Asset Management |
| Matrix Fund Managers | Faieka Slemming | Taryn Wyngaard | faieka@matrixfm.co.za | taryn@matrixfm.co.za | https://matrixfundmanagers.co.za/ | Asset Management | |
| Masthead (Pty) Ltd | Danelle Vollgraaff | dvollgraaff@masthead.co.za | tmalapane@masthead.co.za | 021 686 3588 | www.masthead.co.za | Estate Plannning | Risk Management | Ethics & Practice Standards |
| Marriot Asset Management (Pty)Ltd | Lorna Verwey | verweyl@marriott.co.za | 031 765 0700 | https://www.marriott.co.za/ | Asset Management |
| Magwitch Securities (Pty) Ltd | Andrew Browne | Andrew@magwitch.co.za | dcase@magwitch.co.za | 011 453 3048 | https://magwitch.co.za/ | Asset Management |
| M & G Investments Unit Trusts South Africa (RF) Ltd | Michelle Castle | michelle.castle@mandg.co.za | Candice.Posthumus@mandg.co.za | 021 670 5112 | mandg.co.za | Asset Management | Risk Management | Ethics &Practice Standards |
| Liberty Group Limited | Nomabongwe Miya | Tasneem van Doorsen | Linda Olivier| | Tasneem.VanDoorsen@liberty.co.za | linda.oliver@liberty.co.za | www.liberty.co.za | Asset Management | Financial Management | Risk Mangement | Estate Planning | Tax Planning | Retirement Planning | Ethics & Practice Standards | Professional Skills & abilities | |
| Liberty Corporate | Losh Pather | losh.pather@liberty.c.za | 011 408 4548 | www.liberty.co.za | Financial Management, Asset Management, Risk Management, Tax Planning, Retirement Planning, Estate Planning, Ethics and Practice Standards |
| Laurium Capital | Mike Titley | mike.titley@lauriumcapital.com | www.lauriumcapital.com | Asset Management | Financial Management | Risk Management | Estate Planning | Tax Planning | Retirement Planning | Ethics and Practice Standards | |
| 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 | |
| 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 |
| Jigsaw Solutions | Paul Karsten | info@jigsawcompliance.co.za | https://about.jigsaw.solutions/en/welcome/ | Financial Management | Asset Management | Risk Management | Retirement Planning | Estate Planning | Ethics & Practice Standards | Financial 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 |
| ISS Compliance (Pty) Ltd | Beejal Vallabh | madhu@nfsgroup.co.za | beejal@nfsgroup.co.za | 083 789 3085 | www.nfsgroup.co.za | Asset Management | Tax Planning | Estate Planning | Risk Management | Retirement Planning | Ethics & Practice Standards | Practice Management |
| IRESS MD RSA (Pty) Ltd | NIreshnie Pather | nireshnie.pather@iress.com | 010 492 1111 | www.iress.com | Financial Management | Retirement Planning | Estate Planning |
| Irene Zambelis | Irene Zambelis | irene@healthcpd.co.za | 082 490 3253 | Risk Management | Ethics & 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 |
| Investec Bank Limited | Mikhaeel Hafferjee | Kim.Skjoldhammer@investec.co.za| Mikhaeel.Haffejee@investec.co.za | wouter.vanderberg@investec.co.za | 021 416 1403 | www.investec.co.za | Asset Management | Ethics & 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 |
| 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 | Ethics & Financial Planning Standards |
| Institute of Retirement Funds Africa NPC | Phuti Phado | reception@irf.org.za | 011 450 1670 | www.irf.org.za | Retirement Planning |
| Infinitus Risk Management Service (Pty) Ltd | Erika Botha | erika@infinitus.co.za | http://infinitus.co.za/ | Risk Management | |
| Infinitum Compliance (Pty) Ltd | Pieter Moller | admin@infcompliance.co.za | pmoller@infcompliance.co.za | https://www.infinitumcompliance.co.za/ | Financial Management | Asset Management | Retirement Planning | Estate Planning | Ethics and Practice Standards | |
| 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 Standards |
| ICS Academy (Pty) Ltd | Emma Duglas | Andeshka@simekaconsult.co.za | 021 975 6597 | https://www.complianceservices.co.za/ics-academy/ | Ethics & Practice Standards |
| Horizon Compliance (Pty) Ltd | Adriaan van Wyk | adriaan@horizoncompliance.co.za | 012 030 0267 | https://www.horizoncompliance.co.za/?gclid=EAIaIQobChMIyZKA9JvN9AIVhu5RCh3EYwVVEAAYASAAEgLlbfD_BwE | Asset Management | Financial Management | Risk Management | Estate Planning | Tax Planning | Retirement Planning | Ethics and Practice Standards |
| GTC (Pty)Ltd | David Seligman | dseligman@gtc.co.za | www.gtc.co.za | Asset Management | Risk Management | Estate Planning | Tax Planning | Retirement Planning | Ethics and Practice Standards | |
| Grey Matter Thinking (Pty) Ltd | Nicola Feliciano | nfeliciano@greymatterthinking.com | https://www.greymatterthinking.com/ | Financial Management | Asset Management | Risk Management | Tax Planning | |
| Global Africa Network Media - Blue Chip Magazine | Clive During | clive@gan.co.za | https://www.globalafricanetwork.com/ | Financial Management | Asset Management | Risk Management | Retirement Planning | Ethics & Practice Standards | Financial Management | Risk Management | |
| Glacier Financial Holdings (Pty) Ltd | Karin Pienaar | karin.pienaar@glacier.co.za | 021 917 9156 | www.glacier.co.za | Financial Management | Asset Management | Risk Management | Tax Planning | Retirement Planning | Estate Planning | Ethics & Practise Standards |
| FundNews Africa CC | Lindsay Mitchell | lindsay.mitchell@hedgenewsafrica.com | 021 8500 585 | https://hedgenewsafrica.com/ | Risk Management | Financial Management | Ethics & Practice Standards |
| Fundhouse Adviser (Pty) Ltd | Rob Macdonald | matthew@fundhouse.co.za | amy@fundhouse.co.za | 021 670 3340 | www.fundhouse.co.za | Ethics & Practice Standards | Asset Management | Practice Management |
| FPI Centre for Professional Development a division of FPI NPC | Kisten Da Silva & Tracy Rehman | kirsten@fpi.co.za | tracy@fpi.co.za | seema@fpi.co.za | 011 470 6000 | www.fpi.co.za | Asset Management | Tax Planning | Estate Planning | Risk Management | Professional Skills & abilities | Retirement Planning | Ethics & Practice Standards | Practice Management |
| Foord Asset Management (Pty) Ltd | Christina Castle | Helena.LaCock@foord.co.za | heather.mcculloch@foord.co.za | http://www.foord.co.za/ | Asset Management | |
| FNB Stock Broking and Portfolio Management (Pty) Ltd | Wojciech Boryna | WBoryna@fnb.co.za | www.fnbstockbrokers.co.za | Asset Management | Estate Planning | Tax Planning | |
| FNB Financial Advisory | 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 Standards |
| First World Trader t/a EasyEquities | Zandlie Nxumalo | Znxumalo@purplegroup.co.za | 011 282 1808 | https://www.easyequities.co.za/ | Financial Management | Asset Management |
| First Rand Bank Limited | Erica May Lawrens | investor.relations@firstrand.co.za | https://www.firstrand.co.za/ | Financial Management | Asset Management | Risk Management | |
| Financial Sector Transformation Council NPC | Tlago Molefe | tlagom@Fstc.org.za | 021 416 1403 | www.fstc.co.za | Risk Management | Financial Management | Retirement Planning |
| Financial Sector Conduct Authority (FSCA) | Stefanie Rossouw | Stefanie.Rossouw@fsca.co.za | 012 428 8000 | www.fsca.co.za | Financial Management | Risk Management | Retirement Planning | Ethics & Practice Standards |
| Financial Mind (Pty) Ltd | Armand Serfontein | admin@financialmind.college | 082 338 8330 | Financial Mangement | Asset Management | Risk Management | Ethics & Practice Standards | |
| FFG Health & Employee Benefits The People Company (TPCO) | Andre Jacobs | andre@tpco.co.za | https://www.thepeoplecompany.co.za/ | Financial Management | Risk Management | Reitrement Planning | Ethics & Practice Standards | |
| Fairtree Asset Management (Pty) Ltd | Vivienne Jameson | Viviennej@fairtree.com | https://fairtree.com/ | Asset Management | |
| 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 Standards |
| Equilibrium Investment Management (Pty) Ltd | Mersey Booysen | mersey.booysen@eqinvest.co.za | https://www.equilibriuminvest.co.za/ | Asset Management | |
| Envestpro (Pty) Ltd | Celeste Mescken | celeste.mescken@liblink.co.za | https://www.envestpro.co.za/ | Asset Management | Financial Management | Risk Management | Estate Planning | Tax Planning | Ethics and Practice Standards | |
| EncoreSA | Lebogang Mothulwe | Lebogangm@encoresa | https://www.encoresa.co.za/ | Financial Management | Risk Management | Professional Skills & abilities | |
| Employee Benefits Network (Pty) Ltd | Toni Canton | cantint@icts.co.za | 010 020 9008 | https://www.eeb.co.za/ | Retirement Planning |
| Elite Wealth (Pty) Ltd | Nadine de Waal | rassie.dupreez@elitewealth.biz | nadine.dewaal@elitewealth.biz | 0861 222 378 | http://www.elitewealth.biz/ | Financial Management | Risk Management | Ethics and Practice Standards |
| Efficient Private Clients (Pty) Ltd | Shantae Steenkamp | francois@efpc.co.za | shantae@efpc.co.za | 087 057 0543 | www.efpc.co.za | Asset Management |
| 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 | Ethics & Practice Standards | Practice Management |
| 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 | Ethics & Practice Standards | Practice Management |
| Discovery Central Services (Pty) Ltd | Ester Watson | Carla Boucher | Caryn Goebel | Kefilwe Kgwadi | Sheri Higgins | esterw@discovery.co.za | CarynG@discovery.co.za | Kefilwek@discovery.co.za | carlab@discovery.co.za | Sherih@discovery.co.za | 011 529 2451 | www.discovery.co.za | Financial Management | Risk Management | Tax Planning | Estate Planning | Retirement Planning | Ethics & Practise Standards |
| Creative Space Engage (Pty) Ltd | Sizwe Zim | sizwe@creativespacemedia.co.za | 011 467 3341 | https://www.creativespacemedia.co.za/ | Asset Management | Risk Management | Ethics &Practice Standards |
| Council for Medical Schemes | Mmatsie Mpshane | m.mpshane@medicalschemes.com | 021 680 2000 | https://www.medicalschemes.com/ | Risk Management | Ethics & Practice Standards |
| Coronation Management Company (Pty) Ltd | Valda Daniels | vdaniels@coronation.com | 021 680 2000 | www.coronation.com | Asset Management |
| Coronation Asset Management (Pty) Ltd | Alida Schoeman | ASchoeman@Coronation.com | CMuller@Coronation.com | 021 680 2497 | https://www.coronation.com/institutional/ | Asset Management | Financial Management | Retirement Planning Risk Management | Ethics & Practice Standards |
| Cornerstone Performance Solutions (Pty) Ltd | Karen Verster | karenv@performancesolutions.co.za | https://cps.co.za/ | Financial Management | Asset Management | Risk Management | Retirement Planning | Ethics & Practice Standards | Financial Management | |
| Compliance Online (Pty) Ltd | Andreas Kruger | andreas@complianceonline.co.za | www.complianceonline.com | Ethics and Practice Standards | |
| Citadel Investment Services (Pty) Ltd | Jo-Lee van Rooyen | joleevr@citadel.co.za | 012 470 2524 | www.citadel.co.za | Financial Management,Asset Management, Retirement Planning, Estate Planning, Ethics and Practice Standards |
| Cinnabar Investment Management (Pty) Ltd | Dale Roodt | dale@cinnabarim.co.za | https://cinnabarim.com/ | Asset Management | |
| Chartered Wealth Solutions (Pty) Ltd | Caroline Adams | caroline@charteredwealth.co.za | 011 502 2800 | https://charteredwealth.co.za/ | Asset Management | Financial Management | Risk Management | Estate Planning | Tax Planning | Retirement Planning | Ethics and Practice Standards |
| Chartered Financial Analyst Society of South Africa NPC | Lucille Smit | events@cfa.ac.za;info@cfa.ac.za | 011 791 0105 | https://www.cfasociety.org/southafrica/Pages/Home.aspx | Asset Management | Financial Management | Retirement Planning | Risk Management | Ethics & Financial Planning Standards |
| Carmen Venter trading as Synergia Learning | Carmen Venter | carmenventer@synergialearning.co.za | https://synergialearning.co.za/ | Financial Management | Risk Management | Retirement Planning | Estate Planning | Tax Planning | |
| Capricorn Asset Management (Pty) Ltd | Tarina Biewenga | Gunton.Cloete@capricorn.com.na | Tarina.Biewenga@capricorn.com.na | 0264 61 299 172 | https://www.cam.com.na/Pages/default.aspx | Asset Management |
| Camissa Collective Investments (RF) Limited | Liza-marie van Wyk | lvanwyk@kagisoam.com | 021 673 6312 | http://www.kagisoam.com/ | Financial Management | Asset Management |
| Cadiz Funds (Pty) Ltd | Adrian Meager | Adrian.meager@cadiz.co.za | 0800 505 050 | https://cadiz.co.za/ | 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 |
| BookT | Warren Janisch | warren@bookt.app | https://bookt.app/ | Financial Management | |
| Bidvest Life Limited | Melody Stander | MelodyS@bidvestlife.co.za | 031 880 1190 / 031 538 3500 | https://www.fmi.co.za/ | Retirement Planning | Risk Management | Ethics & Financial Planning 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 |
| Asset TV (Pty) Ltd | Lorensia Naidoo | Elna Smit | Lorenia.naidoo@asset.tv | elna.smit@asset.tv | 074 653 6296 | www.assettv.com | Asset Management |
| Anchor Group Limited | Claire Smith | yvanjaarsveld@anchorcapital.co.za | claire@investorcampus.com | 021 417 8892 | https://www.anchorgroup.co.za/ | Financial Managemen | Risk Management | Tax Planning | Estate Planning | Retirement Planning | Ethics & Practise Standards |
| Analytics Consulting (Pty) Limited | Candace Diergaardt | Brenda Ainsworth | candace@analytics.co.za | brenda@cicollective.co.za | 011 463 9600 | www.analytics.co.za | Risk Management | Ethics & Practice Standards | Asset Management |
| Amity Investment Solutions (Pty) Ltd | Tanya Coetzee | tanya@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 |
| Altitute Asset Management | Nadia Lourens | nadia@altw.co.za | 012 012 5889 | https://altw.co.za/ | Financial Management | Asset Management | Risk Management | Tax Planning | Retirement Planning |
| Allegiance Consulting (Pty) Ltd | Deirdre O'Reilly | deirdre@allegiance.co.za | https://www.allegiance.co.za/ | Financial Management | Asset Management | Risk Management | Retirement Planning | Ethics & Practice Standards | Financial Management | |
| 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 |
| Alexander Forbes Financial Services (Pty) Ltd | Oupa Cindi | cindio@aforbes.com | senatsin@aforbes.com | letsoaloc@aforbes.com | 011 269 0000 | www.alexanderforbes.co.za | Financial Management | Asset Management | Retirement Planning | Estate Planning | Ethics and Practice Standards |
| Affinity Business School (Pty) Ltd | Bronwyn Brown | bronwen@affinitybusinessschool.co.za | 0861 194 777 | https://affinitybusinessschool.co.za/ | Asset Management | Tax Planning | Estate Planning | Risk Management | Retirement Planning | Ethics & Practice Standards | Practice Management |
| 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 Standards | |
| ABSA Group Limited | Rashika Ramsarup | Davina Naidoo | Lydia Fox | Priscilla le roux | Zelda ANderson | Sharika.Ramsarup@absa.africa | zelda.anderson@absa.africa | lydia.fox@absa.africa | priscilla.leroux@absa.africa | ashika.dasen@absa.africa | fundiswa.pikashe@absa.africa | 011 846 8321 | www.absa.co.za | Asset Management | Financial Management | Estate Planning | Tax Planning | Retirement Planning | Risk Management | Ethics & Financial Planning Standards |
| 2IP (Pty) Ltd | Twanette Strauss | twanette@2ip.co.za | francois@2ip.co.za | 021 914 1321 | https://www.2ip.co.za/ | Asset Management | Risk Management |
| 27four Investment Managers (Pty) Ltd | Mikhaeel Vawda | mikhaeel@27four.com | vic@27four.com | 011 442 2464 | https://www.27four.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 |
| 10x Investments | Mandla Hendricks | mhendricks@10x.co.za | https://www.10x.co.za/ | Asset Management |