Education

Current Continuous Professional Development Programs

FPI Programme Approval Number FPI Recognised Provider Event Name Date of Activity Verifiable / Non-Verifiable Activity Hours
FPI24028085 Integrity Academy Financial Planner's Guide to Cryptos 07 February 2024 till 31 May 2024 Verifiable 4
FPI23096936 Integrity Academy (Pty) Ltd Crytocurrency CPD Workshop 15 Sept 2023 till 31 May 2024 Verifiable 7
FPI23056154 Integrity Academy (Pty) Ltd Virtual Team Building and Management 01 June 2023 till 31 May 2024 Verifiable 7
FPI23056143 Integrity Academy (Pty) Ltd Unconscious Bias 01 June 2023 till 31 May 2024 Verifiable 7
FPI23056116 Integrity Academy (Pty) Ltd Trust Building and Resilience 01 June 2023 till 31 May 2024 Verifiable 7
FPI23056124 Integrity Academy (Pty) Ltd Time Management 01 June 2023 till 31 May 2024 Verifiable 7
FPI23056159 Integrity Academy (Pty) Ltd The Cloud and Business 01 June 2023 till 31 May 2024 Verifiable 7
FPI23056142 Integrity Academy (Pty) Ltd Telephone Etiquette 01 June 2023 till 31 May 2024 Verifiable 7
FPI23056099 Integrity Academy (Pty) Ltd Team Building Through Chemistry 01 June 2023 till 31 May 2024 Verifiable 7
FPI23056127 Integrity Academy (Pty) Ltd Taxation for Financial Planners 01 June 2023 till 31 May 2024 Verifiable 10
FPI23056100 Integrity Academy (Pty) Ltd Talent Management 01 June 2023 till 31 May 2024 Verifiable 7
FPI23056119 Integrity Academy (Pty) Ltd Taking Initiative 01 June 2023 till 31 May 2024 Verifiable 7
FPI23056153 Integrity Academy (Pty) Ltd Supervising Others 01 June 2023 till 31 May 2024 Verifiable 7
FPI23056164 Integrity Academy (Pty) Ltd Structured Deposits 01 June 2023 till 31 May 2024 Verifiable 9
FPI23056135 Integrity Academy (Pty) Ltd Stress Management 01 June 2023 till 31 May 2024 Verifiable 7
FPI23056145 Integrity Academy (Pty) Ltd Social Media Marketing 01 June 2023 till 31 May 2024 Verifiable 7
FPI23056163 Integrity Academy (Pty) Ltd Short- Long-Term Deposits 01 June 2023 till 31 May 2024 Verifiable 10
FPI23056130 Integrity Academy (Pty) Ltd Servant Leadership 01 June 2023 till 31 May 2024 Verifiable 7
FPI23056152 Integrity Academy (Pty) Ltd Self-Leadership 01 June 2023 till 31 May 2024 Verifiable 7
FPI23056210 Integrity Academy (Pty) Ltd Sales Techniques and Questioning Skills 01 June 2023 till 31 May 2024 Verifiable 9,5
FPI23056123 Integrity Academy (Pty) Ltd Sales Fundamentals 01 June 2023 till 31 May 2024 Verifiable 7
FPI23056160 Integrity Academy (Pty) Ltd Retirement Wealth Preservation 01 June 2023 till 31 May 2024 Verifiable 9
FPI23056108 Integrity Academy (Pty) Ltd Retirement Fund Benefits 01 June 2023 till 31 May 2024 Verifiable 9,5
FPI23056114 Integrity Academy (Pty) Ltd Responsibility in the Workplace 01 June 2023 till 31 May 2024 Verifiable 7
FPI23056131 Integrity Academy (Pty) Ltd Respect in the Workplace 01 June 2023 till 31 May 2024 Verifiable 7
FPI23056101 Integrity Academy (Pty) Ltd Regulatory Update 01 June 2023 till 31 May 2024 Verifiable 7
FPI23056149 Integrity Academy (Pty) Ltd Protection of Personal Information Act (POPIA) 01 June 2023 till 31 May 2024 Verifiable 6,5
FPI23056105 Integrity Academy (Pty) Ltd Prospecting and Lead Generation 01 June 2023 till 31 May 2024 Verifiable 7
FPI23056212 Integrity Academy (Pty) Ltd Proposal Writing 01 June 2023 till 31 May 2024 Verifiable 7
FPI23056132 Integrity Academy (Pty) Ltd Presentation Skills 01 June 2023 till 31 May 2024 Verifiable 7
FPI23056129 Integrity Academy (Pty) Ltd Manager Management 01 June 2023 till 31 May 2024 Verifiable 7
FPI23056161 Integrity Academy (Pty) Ltd Long-Term Assurance Product Solutions 01 June 2023 till 31 May 2024 Verifiable 7
FPI23056146 Integrity Academy (Pty) Ltd In Person Sales 01 June 2023 till 31 may 2024 Verifiable 7
FPI23056150 Integrity Academy (Pty) Ltd High Performance Teams (Remote Workforce) 01 June 2023 till 31 May 2024 Verifiable 7
FPI23056151 Integrity Academy (Pty) Ltd High Performance Teams (Inside the Company) 01 June 2023 till 31 May 2024 Verifiable 7
FPI23056162 Integrity Academy (Pty) Ltd Healthcare Benefits 01 June 2023 till 31 May 2024 Verifiable 10
FPI23056126 Integrity Academy (Pty) Ltd Goal setting and getting things done 01 June 2023 till 31 May 2024 Verifiable 7
FPI23056113 Integrity Academy (Pty) Ltd Functioning as a Trustee 01 June 2023 till 31 May 2024 Verifiable 9,5
FPI23056168 Integrity Academy (Pty) Ltd Forex Investments 01 June 2023 till 31 May 2024 Verifiable 9
FPI23056148 Integrity Academy (Pty) Ltd Financial Statement Analysis 01 June 2023 till 31 May 2024 Verifiable 8,5
FPI23056121 Integrity Academy (Pty) Ltd Financial Needs Analysis 01 June 2023 till 31 May 2024 Verifiable 8,5
FPI23056107 Integrity Academy (Pty) Ltd Estate Planning 01 June 2023 till 31 May 2024 Verifiable 10
FPI23056137 Integrity Academy (Pty) Ltd Employee Motivation 01 June 2023 till 31 May 2024 Verifiable 7
FPI23056140 Integrity Academy (Pty) Ltd Emotional Intelligence 01 June 2023 till 31 May 2024 Verifiable 7
FPI23056133 Integrity Academy (Pty) Ltd Economics 01 June 2023 till 31 May 2024 Verifiable 8,5
FPI23056103 Integrity Academy (Pty) Ltd Developing Corporate Behaviour 01 June 2023 till 31 May 2024 Verifiable 7
FPI23056144 Integrity Academy (Pty) Ltd Customer Support 01 June 2023 till 31 May 2024 Verifiable 7
FPI23056102 Integrity Academy (Pty) Ltd Customer Service 01 June 2023 till 31 May 2024 Verifiable 7
FPI23056110 Integrity Academy (Pty) Ltd Crisis Management 01 June 2023 till 31 May 2024 Verifiable 7
FPI23056112 Integrity Academy (Pty) Ltd Creativity: Thinking Outside the Box 01 June 2023 till 31 May 2024 Verifiable 7
FPI23056141 Integrity Academy (Pty) Ltd Contact Centre Training 01 June 2023 till 31 May 2024 Verifiable 7
FPI23056109 Integrity Academy (Pty) Ltd Conflict Resolution 01 June 2023 till 31 May 2024 Verifiable 7
FPI23056155 Integrity Academy (Pty) Ltd Conducting Annual Employee Reviews 01 June 2023 till 31 May 2024 Verifiable 7
FPI23056117 Integrity Academy (Pty) Ltd Communication Strategies 01 June 2023 till 31 May 2024 Verifiable 7
FPI23056167 Integrity Academy (Pty) Ltd Collective Investments 01 June 2023 till 31 May 2024 Verifiable 10
FPI23056139 Integrity Academy (Pty) Ltd Coaching Sales People 01 June 2023 till 31 May 2024 Verifiable 7
FPI23056136 Integrity Academy (Pty) Ltd Call Center Training 01 June 2023 till 31 May 2024 Verifiable 7
FPI23056125 Integrity Academy (Pty) Ltd Business Etiquette 01 June 2023 till 31 May 2024 Verifiable 7
FPI23056134 Integrity Academy (Pty) Ltd Business Ethics 01 June 2023 till 31 May 2024 Verifiable 10
FPI23056165 Integrity Academy (Pty) Ltd Business Assurance & Market Planning 01 June 2023 till 31 May 2024 Verifiable 10
FPI23056128 Integrity Academy (Pty) Ltd Behavioural Finance 01 June 2023 till 31 May 2024 Verifiable 9
FPI23056104 Integrity Academy (Pty) Ltd Basic Investments 01 June 2023 till 31 May 2024 Verifiable 10
FPI23056111 Integrity Academy (Pty) Ltd Attention Management 01 June 2023 till 31 May 2024 Verifiable 7
FPI23056157 Integrity Academy (Pty) Ltd Advanced Investments 01 June 2023 till 31 May 2024 Verifiable 10
FPI23056106 Integrity Academy (Pty) Ltd Administrative Support 01 June 2023 till 31 May 2024 Verifiable 7
FPI23056118 Integrity Academy (Pty) Ltd Administrative Office Procedures 01 June 2023 till 31 May 2024 Verifiable 7
FPI23056147 Integrity Academy (Pty) Ltd Accountability in the Workplace 01 June 2023 till 31 May 2024 Verifiable 7
FPI23055866 Integrity Academy (Pty) Ltd Robo-Advisor and Artificial Intelligence (AI) for CPD approval. We will be conducting the first workshop on 08/05/202 08 May 2023 till 07 May 2024 Verifiable 6,5
FPI23025330 LIBERTY GROUP LIMITED FPI23025330 - Estate Planning Workshop 1 Feb 2024 - 1 Feb 2025 Verifiable 3
FPI23066282 LIBERTY GROUP LIMITED Business Insurance workshop 01 Nov 2023 till 31 May 2024 Verifiable 2,5
FPI23055906 Liberty Corporate Liberty Leading-Edge Insight Series Symposium 12 Oct 2023 till 11 Oct 2024 Verifiable 4
FPI23066281 LIBERTY GROUP LIMITED FPI23066281 - Navigating AI - Business Practices, Ethics and Regulation 01 Sept 2023 till 31 May 2024 Verifiable 3,5
FPI23066280 LIBERTY GROUP LIMITED FPI23066280 - Building a Strong Value Proposition for Success 01 Sept 2023 till 31 May 2024 Verifiable 2,5
FPI23066302 LIBERTY GROUP LIMITED Power of the changing consumer part 3 - invoice nr 105609 01 Sept 2023 till 31 May 2024 Verifiable 1,5
FPI22063201 LIBERTY GROUP LIMITED Power of the changing consumer part 2 - invoice nr 105609 01 Sept 2023 till 31 May 2024 Verifiable 4,5
FPI22063205 LIBERTY GROUP LIMITED Power of the changing consumer part 1 - invoice nr 103806 01 Sept 2023 till 31 May 2024 Verifiable 4,5
FPI23055911 Liberty Corporate New Advisers Workshop - Industry and Legislation of Pension Funds 16 Aug 2023 till 15 Aug 2024 Verifiable 1,5
FPI24017909 eSTUDY (Pty) Ltd Emotional Intelligence in the Workplace - FPI24017909 20 Feb 2024 - 20 Feb 2025 Verifiable 7,5
FPI24028116 eSTUDY (Pty) Ltd Renewal of Accreditation - Cost and Differentiation Strategies FPI24028116 9 Feb 2024 - 9 Feb 2025 Verifiable 1,5
FPI24017916 eSTUDY (Pty) Ltd Agility and Sustainable Effectiveness 08 Feb 2024 till 08 Feb 2025 Verifiable 3,5
FPI24017914 eSTUDY (Pty) Ltd Build a Customer-Oriented Team 08 Feb 2024 till 08 Feb 2025 Verifiable 3,5
FPI24017915 eSTUDY (Pty) Ltd Communication Essentials 08 Feb 2024 till 08 Feb 2025 Verifiable 4
FPI24017918 eSTUDY (Pty) Ltd Corporate Responsibility and Value Creation 08 Feb 2024 till 08 Feb 2025 Verifiable 3,5
FPI24017904 eSTUDY (Pty) Ltd Create and Implement you Vision 08 Feb 2024 - 08 Feb 2025 Verifiable 3,5
FPI24017907 eSTUDY (Pty) Ltd Delegate and Motivate Effectively 08 Feb 2024 - 08 Feb 2025 Verifiable 3
FPI24017905 eSTUDY (Pty) Ltd Fundamentals of Lean Management 08 Feb 2024 - 08 Feb 2025 Verifiable 3
FPI24017908 eSTUDY (Pty) Ltd Lead Your Team to Success 08 Feb 2024 - 08 Feb 2025 Verifiable 3
FPI24017911 eSTUDY (Pty) Ltd Succeed as a New Manager 08 Feb 2024 - 08 Feb 2025 Verifiable 4
FPI24017913 eSTUDY (Pty) Ltd The Next-Generation Leader 08 Feb 2024 - 08 Feb 2025 Verifiable 4
FPI24017906 eSTUDY (Pty) Ltd Strategic Marketing 01 Feb 2024- 31 Jan 2025 Verifiable 4,5
FPI24017917 eSTUDY (Pty) Ltd Sales Management 01 Feb 2024 - 31 Jan 2025 Verifiable 4,5
FPI24017910 eSTUDY (Pty) Ltd Sales Fundamentals 01 Feb 2024 - 31 Jan 2025 Verifiable 4
FPI24017912 eSTUDY (Pty) Ltd Advanced Sales Skills 01 Feb 2024 - 31 January 2025 Verifiable 4
FPI24017754 eSTUDY (Pty) Ltd Manage Stress and Obtain Work-Life Balance (2024) FPI24017754 01 Feb 2024 till 31 Jan 2025 Verifiable 4,5
FPI24017753 eSTUDY (Pty) Ltd Fundamentals of the Competition Act (2024) FPI24017753 01 Dec 2023 till 30 Nov 2024 Verifiable 2,5
FPI24017749 eSTUDY (Pty) Ltd Fundamentals of Corporate Governance (2024) FPI24017749 01 Feb 2024 till 31 Jan 2025 Verifiable 2,5
FPI24017750 eSTUDY (Pty) Ltd FAIS General Code of Conduct (2024) FPI24017750 01 Feb 2024 till 31 Jan 2025 Verifiable 3
FPI23127683 eSTUDY (Pty) Ltd Critical Thinking for Effective Decision-Making 09 Jan 2024 till 08 Jan 2025 Verifiable 2,5
FPI23117560 eSTUDY (Pty) Ltd Conflicts of Interest (Generic) - FPI23117560 01 Dec 2023 till 30 Nov 2024 Verifiable 1,5
FPI23117398 eSTUDY (Pty) Ltd Conflicts of Interest in the Financial Sector 16 Nov 2023 till 15 Nov 2024 Verifiable 2,5
FPI23107250 eSTUDY (Pty) Ltd COFI Bill: An Introduction (FPI23107250) start 1 January 2024 – 31 Dec 2024 Renewal 01 Jan 2024 till 31 Dec 2024 Verifiable 3,5
FPI23107247 eSTUDY (Pty) Ltd Managing My Moola (FPI23107247) start 1 January 2024 – 31 Dec 2024 Renewal 01 Jan 2024 till 31 Dec 2024 Verifiable 6
FPI23107246 eSTUDY (Pty) Ltd Fundamentals of POPIA (FPI23107246) start 1 January 2024 – 31 Dec 2024 Renewal 01 Jan 2024 till 31 Dec 2024 Verifiable 4
FPI23107249 eSTUDY (Pty) Ltd Fundamentals of Debarment (FPI23107249) 1 Dec 2023 – 30 Nov 2024 Renewal 01 Dec 2023 till 30 Nov 2024 Verifiable 3
FPI23107248 eSTUDY (Pty) Ltd New Course Financial Sector Regulations and Customer Service FPI23107248 – Start 1 November 2023 please! 01 Nov 2023 till 31 Oct 2024 Verifiable 2,5
FPI23117560 eSTUDY (Pty) Ltd Conflicts of Interest (Generic) - FPI23117560 01 Dec 2023 till 30 Nov 2024 Verifiable 1,5
FPI23117398 eSTUDY (Pty) Ltd Conflicts of Interest in the Financial Sector 16 Nov 2023 till 15 Nov 2024 Verifiable 2,5
FPI23097049 eSTUDY (Pty) Ltd Business Ethics in Practice 01 Oct 2023 till 30 Sept 2024 Verifiable 3
FPI23096984 eSTUDY (Pty) Ltd Class of Business: Long-Term Insurance (CPD 2021_22) - FPI23096984 01 Oct 2023 till 30 Sept 2024 Verifiable 3
FPI23096986 eSTUDY (Pty) Ltd Fundamentals of FICA - FPI23096986 01 Oct 2023 till 30 Sept 2024 Verifiable 4
FPI23096985 eSTUDY (Pty) Ltd Understanding the FAIS Act (Act 37 of 2002 01 Oct 2023 till 30 Sept 2024 Verifiable 8,5
FPI23086852 eSTUDY (Pty) Ltd New Course - Enhancing Customer Service and Relationships FPI23086852 01 Sept 2023 till 31 Aug 2024 Verifiable 3
FPI23086793 Estudy (Pty) Ltd Creativity and Problem-Solving 2 May 2023 – 1 May 2024 02 May 2023 till 01 May 2024 Verifiable 3,5
FPI23086705 eSTUDY (Pty) Ltd Overview of the South African Financial Services Sector -FPI23086705 04 Aug 2023 till 03 August 2024 Verifiable 3
FPI23076601 eSTUDY (Pty) Ltd Money Laundering  - FPI23076601 – 3 Hours -+ 1 Aug 2023 till 31 July 2024 01 Aug 2023 till 31 July 2024 Verifiable 2,5
FPI23076600 eSTUDY (Pty) Ltd Treating Customers Fairly - FPI23076600 – - 01 Aug 2023 till 31 July 2024 01 Aug 2023 till 31 July 2024 Verifiable 2,5
FPI23076505 eSTUDY (Pty) Ltd Boost Day-To-Day Productivity 01 July 2023 till 30 June 2024 Verifiable 2,5
FPI23076504 eSTUDY (Pty) Ltd Manage your time - FPI23076504 01 July 2023 till 30 June 2024 01 July 2023 till 30 June 2024 Verifiable 2
FPI23066300 eSTUDY (Pty) Ltd Fundamentals of Anti-bribery and Corruption (RENEWAL) FPI23066300 - due 26 June 2023 27 June 2023 till 26 June 2024 Verifiable 2,5
FPI23066299 eSTUDY (Pty) Ltd Class of Business: Short-Term Insurance - Personal Lines (CPD 2021_22) RENEWAL 23 June 2023 till 22 June 2024 Verifiable 3,5
FPI23056051 eSTUDY (Pty) Ltd COB STI - Commercial Lines 01 June 2023 till 31 May 2023 Verifiable 3
FPI23025342 eSTUDY (Pty) Ltd POPIA Marketing 2023 - 14 March 2023 till 13 March 2024 14 March 2023 till 13 March 2024 Verifiable 2,5
FPI23025343 eSTUDY (Pty) Ltd POPIA Legal and Compliance - 14 March 2023 till 13 March 2024 14 March 2023 till 13 March 2024 Verifiable 2,5
FPI24018067 IHRM Update on NHI 05 Feb 2024 - 05 Feb2025 Verifiable 1
FPI23107296 IHRM IHRM B4SA Health NHI project update 27 Oct 2023 till 26 Oct 2024 Verifiable 5
FPI23055890 IHRM Managed care - the roles and responsibilities of the scheme and the beneficiaries 01 June 2023 till 31 May 2024 Verifiable 2
FPI23045808 IHRM The history of the SA Healthcare system and medical schemes (May 2023) 03 May 2023 till 02 May 2024 Verifiable 3
FPI23117443 IHRM Understanding Universal Health Coverage, NHI and Medical Schemes 21 Nov 2023 till 21 Nov 2024 Verifiable 3
FPI23117442 IHRM Determining a medical scheme's performance 15 Nov 2023 till 14 Nov 2024 Verifiable 2
FPI23107296 IHRM IHRM B4SA Health NHI project update 27 Oct 2023 till 26 Oct 2024 Verifiable 5
FPI23097072 IHRM Prescribed Minimum Benefits Application 2023 using CMS Judgements on Appeals 05 Oct 2023 till 03 Oct 2024 Verifiable 3
FPI23086708 IHRM How does a financial advisor 'Communicate with Care' for a medical scheme product? 03 Oct 2023 till 02 Oct 2024 Verifiable 2
FPI23035535 IHRM Prescribed Minimum Benefits - A recap 08/09/2023 09 Sept 2023 till 08 Sept 2024 Verifiable 2,5
FPI23096865 IHRM Mergers, acquisitions (M&A) and health policy 05 Sept 2023 till 04 September 2024 Verifiable 3
FPI23086854 IHRM IHRM CPD Programme application - Report writing for medical schemes 29 Aug 2023 till 28 Aug 2024 Verifiable 2
FPI23076669 IHRM How to evaluate a medical scheme's financial soundness 27 July 2023 till 26 July 2024 Verifiable 2
FPI23076612 IHRM The impact of your attitude on your career – work ethic & telephone etiquette 18 July 2023 till 17 July 2024 Verifiable 2
FPI23076500 IHRM Possible legal responses to the NHI Bill 07 July 2023 till 06 July 2024 Verifiable 2
FPI23066267 IHRM IHRM CPD Application - National Health Insurance Update 2023 08 June 2023 till 07 June 2024 Verifiable 2
FPI23056098 IHRM What medical schemes are doing to measure health outcomes 26 May 2023 till 25 May 2024 Verifiable 1,5
FPI23055944 IHRM Low Cost benefit option 08 May 2023 till 07 May 2024 Verifiable 2,5
FPI23045808 IHRM The history of the SA Healthcare system and medical schemes (May 2023) 03 May 2023 till 02 May 2024 Verifiable 3,5
FPI23045755 IHRM An overview of Employee Benefits 28 April 2023 till 27 April 2024 Verifiable 2
FPI23045807 IHRM An overview of POPIA – and its relevance for medical schemes and their parties 28 April 2023 till 27 April 2024 Verifiable 2
FPI23025330 LIBERTY GROUP LIMITED FPI23025330 - Estate Planning Workshop 1 Feb 2024 - 1 Feb 2025 Verifiable 3
FPI23066282 LIBERTY GROUP LIMITED Business Insurance workshop 01 Nov 2023 till 31 May 2024 Verifiable 2,5
FPI23055906 Liberty Corporate Liberty Leading-Edge Insight Series Symposium 12 Oct 2023 till 11 Oct 2024 Verifiable 4
FPI23066281 LIBERTY GROUP LIMITED FPI23066281 - Navigating AI - Business Practices, Ethics and Regulation 01 Sept 2023 till 31 May 2024 Verifiable 3,5
FPI23066280 LIBERTY GROUP LIMITED FPI23066280 - Building a Strong Value Proposition for Success 01 Sept 2023 till 31 May 2024 Verifiable 2,5
FPI23066302 LIBERTY GROUP LIMITED Power of the changing consumer part 3 - invoice nr 105609 01 Sept 2023 till 31 May 2024 Verifiable 1,5
FPI22063201 LIBERTY GROUP LIMITED Power of the changing consumer part 2 - invoice nr 105609 01 Sept 2023 till 31 May 2024 Verifiable 4,5
FPI22063205 LIBERTY GROUP LIMITED Power of the changing consumer part 1 - invoice nr 103806 01 Sept 2023 till 31 May 2024 Verifiable 4,5
FPI23055911 Liberty Corporate New Advisers Workshop - Industry and Legislation of Pension Funds 16 Aug 2023 till 15 Aug 2024 Verifiable 1,5
FPI23086752 LIBERTY GROUP LIMITED Empowered Leadership: Leading Change & Driving Performance 01 Aug 2023 till 31 May 2024 Verifiable 2
FPI22063203 LIBERTY GROUP LIMITED Investment Pre and Post Retirement - FPI22063203 01 Aug 2023 till 31 July 2024 Verifiable 2,5
FPI22032058 LIBERTY GROUP LIMITED The Power of the consumer - FPI22032058 01 Aug 2023 till 31 July 2024 Verifiable 7
FPI23076558 LIBERTY GROUP LIMITED Ethics and annual reviews - FPI23076558 01 Aug 2023 till 31 July 2024 Verifiable 1,5
FPI23076673 LIBERTY GROUP LIMITED Ethical Decision Making in an uncertain world - FPI23076673 01 Aug 2023 till 31 July 2024 Verifiable 5,5
FPI23076672 LIBERTY GROUP LIMITED Ethical Behaviour from an Industry Perspective - FPI23076672 01 Aug 2023 till 31 July 2024 Verifiable 0,5
FPI23076591 LIBERTY GROUP LIMITED Greylisting - its not all doom and gloom - FPI23076591 01 Aug 2023 till 31 July 2024 Verifiable 1
FPI23076557 LIBERTY GROUP LIMITED PTA Field Engagement 2023 - FPI23076557 01 July 2023 till 31 May 2024 Verifiable 1,5
FPI23045613 LIBERTY GROUP LIMITED Financial Wellness for Financial Advisers 01 July 2023 till 31 May 2024 Verifiable 2,5
FPI22032056 LIBERTY GROUP LIMITED Enhancing my value proposition using design thinking principles series Part 3 01 July 2023 till 31 May 2024 Non-Verifiable 1
FPI23066274 LIBERTY GROUP LIMITED Enhancing my value proposition using design thinking principles series Part 2 01 July 2023 till 31 May 2024 Verifiable 0,5
FPI23025329 LIBERTY GROUP LIMITED Financial Wellness for Financial Advisers 01 July 2023 till 31 May 2024 Verifiable 1
FPI23055910 Liberty Corporate Employers Withdrawal and Retirement Claims 13 July 2023 till 31 May 2024 Verifiable 1,5
FPI23055905 Liberty Corporate EMPLOYERS DEATH CLAIMS WORKSHOP 16 June 2023 till 31 May 2024 Verifiable 2
FPI22032055 LIBERTY GROUP LIMITED Financial Coaching Module 4: Advice and Recommendations - Critical Conversation 01 June 2023 till 31 May 2024 Verifiable 3
FPI22032053 LIBERTY GROUP LIMITED Financial Coaching Module 2: Value Proposition 01 June 2023 till 31 May 2024 Verifiable 4,5
FPI22032050 LIBERTY GROUP LIMITED What is Financial Coaching : Module 1 01 June 2023 till 31 May 2024 Verifiable 6
FPI22032049 LIBERTY GROUP LIMITED Shifting from Sales to Sales through Advice 01 June 2023 till 31 May 2024 Verifiable 1
FPI22032048 LIBERTY GROUP LIMITED Financial Coaching - Crucial Conversations 01 June 2023 till 31 May 2024 Verifiable 1
FPI22083569 LIBERTY GROUP LIMITED Financial Coaching: Module 3 - Confidently engage clients & build successful relationships 01 June 2023 till 31 May 2024 Verifiable 2
FPI22083568 LIBERTY GROUP LIMITED Mastering Holistic Financial Planning through Regular Client Engagements 01 June 2023 till 31 May 2024 Verifiable 3
FPI22083574 LIBERTY GROUP LIMITED Develop a Growth mindset for success 01 June 2023 till 31 May 2024 Verifiable 1,5
FPI22083565 LIBERTY GROUP LIMITED Dementia Awareness 01 June 2023 till 31 May 2024 Verifiable 2
FPI23055909 Liberty Corporate Employers Billing session scheduled for 25 May 2023. 31 May 2023 till 30 May 2024 Verifiable 1,5
FPI23055872 FPI Centre for Professional Development Tax Debts and Dispute Resolution Webinar 07 Sept 2023 till 06 Sept 2024 Verifiable 1
FPI24017997 FPI Centre for Professional Development 2024 Budget Review 22 Feb 2024 - 21 Feb 2025 Verifiable 2
FPI24017994 FPI Centre for Professional Development Making Taxpayer’s Rights Matter Webinar 14 Mar 2024 - 13 Mar 2025 Verifiable 1
FPI23076550 FPI Centre for Professional Development International money transfers from SA: Understanding your residency impact Webinar 12 March 2024 - 11 March 2025 Verifiable 1
FPI23076545 FPI Centre for Professional Development Investment Migration Webinar 13 Feb 2024 - 12 Feb 2025 Verifiable 1
FPI23076552 FPI Centre for Professional Development Annual Refresher 2024 27 Feb 2024 till 26 Feb 2025 Verifiable 6,5
FPI23076547 FPI Centre for Professional Development OTO's Perspective on Taxpayers' Rights, Entitlements and Obligations - Making Taxpayers' Rights Matter 12 Oct 2023 till 11 Oct 2024 Verifiable 1
FPI23076551 FPI Centre for Professional Development 2023 Tax Planning Workshop 29 Sept 2023 till 28 Sept 2024 Verifiable 3
FPI23076546 FPI Centre for Professional Development Member Networking Webinar 14 Sept 2023 till 13 Sept 2024 Verifiable 1
FPI23076543 FPI Centre for Professional Development Forex Basics Explained Webinar 26 July 2023 till 25 July 2024 Verifiable 1
FPI23076549 FPI Centre for Professional Development Hedge Funds Webinar 03 November 2023 till 02 November 2024 Verifiable 1
FPI23076544 FPI Centre for Professional Development More compliance duties for trustees Webinar 13 Sept 2023 till 12 September 2024 Verifiable 1
FPI23076548 FPI Centre for Professional Development 2023 Retirement and Investment 30 Aug 2023 till 29 August 2024 Verifiable 6
FPI23056031 FPI Centre for Professional Development Two Pot System 11 July 2023 till 10 July 2024 Verifiable 1
FPI23056032 FPI Centre for Professional Development SARS Non-Resident Tax Letter Webinar 13 Dec 2023 till 12 Dec 2024 Verifiable 1
FPI23056028 FPI Centre for Professional Development Ceasing Tax Residency: Financial Emigration vs DTA Webinar 06 Dec 2023 till 05 Dec 2024 Verifiable 1
FPI23056035 FPI Centre for Professional Development Section 10(1)(o)(ii) refresher Webinar 24 Nov 2023 till 23 Nov 2024 Verifiable 1
FPI23056026 FPI Centre for Professional Development DTA 101: Back to Basics Webinar 08 Nov 2023 till 17 Nov 2024 Verifiable 1
FPI23056033 FPI Centre for Professional Development Expat Tax 102: Retirement Reform / Annuity's / SARB vs SARS Webinar 25 Oct 2023 till 24 Oct 2024 Verifiable 1
FPI23056034 FPI Centre for Professional Development Expat Tax 101: Back to Basics Webinar 18 Oct 2023 till 17 Oct 2024 Verifiable 1
FPI23056030 FPI Centre for Professional Development SARS New AIT Process Webinar 07 June 2023 till 06 June 2024 Verifiable 2,5
FPI23056027 FPI Centre for Professional Development Unpacking the dispute resolutions process 26 July 2023 till 25 July 2024 Verifiable 1
FPI23055870 FPI Centre for Professional Development Employee Benefits Webinar 14 Sept 2023 till 13 Sept 2024 Verifiable 1
FPI23055872 FPI Centre for Professional Development Tax Debts and Dispute Resolution Webinar 07 Sept 2023 till 06 Sept 2024 Verifiable 1
FPI23055871 FPI Centre for Professional Development Deceased Estate & Estate Duty Webinar 15 August 2023 till 14 August 2024 Verifiable 1
FPI23055869 FPI Centre for Professional Development CPD Approval for FPI23055869 03 August 2023 till 02 August 2024 Verifiable 1
FPI23055876 FPI Centre for Professional Development CPD Approval for FPI23055876 27 July 2023 till 26 July 2024 Verifiable 1
FPI23055875 FPI Centre for Professional Development CPD Approval for FPI23055875 20 July 2023 till 19 July 2024 Verifiable 1
FPI23055874 FPI Centre for Professional Development Practice Management Workshop 21 June 2023 till 20 June 2024 Verifiable 4
FPI23055873 FPI Centre for Professional Development Loan Accounts in Deceased Estates Webinar 05 September 2023 till 04 September 2024 Verifiable 1
FPI23055867 FPI Centre for Professional Development Tax Compliance Status Process Change: Immigration Webinar 10 May 2023 till 09 May 2024 Verifiable 1,5
FPI23055868 FPI Centre for Professional Development Unpacking GAMMA: A Practical Application for Planners 01 Aug 2023 till 31 July 2024 Verifiable 1
FPI22124582 FPI Centre for Professional Development Psychology of Financial Planning Online Course 01 May 2023 till 30 April 2024 Verifiable 7,5
FPI23025319 FPI Centre for Professional Development The Business Behind the Advice Part Two Webinar 15 June 2023 till 14 June 2024 Verifiable 1
FPI23025320 FPI Centre for Professional Development The Business Behind the Advice Part 1 webinar 08 June 2023 till 07 June 2024 Verifiable 1
FPI24017930 The Tax Faculty Forex and Interest: A focus on Section 24I and 24J 07 Feb 2024 till 07 Feb 2025 Verifiable 2
FPI23025101 The Tax Faculty Achieving success with requests for remission/reduction of tax penalties and interest 09 May 2023 - 08 May 2024 Verifiable 2
FPI23045794 The Tax Faculty Monthly TaxCafé Discussion Forum: Resolving Current SARS Issues in Practice - February 2024 14 Feb 2024 - 14 Feb 2025 Verifiable 2
FPI24017758 The Tax Faculty The effect of AI on Tax Departments 08 Feb 2024 - 08 Feb 2025 2
FPI23066249 The Tax Faculty Annual Cross-Border Considerations For Advisors 2023: Global Families and Business Owners 23 Aug 2023 - 22 Aug 2024 Verifiable 8
FPI23117386 The Tax Faculty Monthly Sars and Tax Update Jan 2024 - FPI23117386 22 Jan 2024 till 22 Jan 2025 Verifiable 2
FPI23055961 The Tax Faculty ITR 12 04 July 2023 - 03 July 2024 Verifiable 3,5
FPI23117637 The Tax Faculty Practical Guidance: Current VAT Issues in Tax Practice 22 Jan 2024 till 22 Jan 2025 Verifiable 2
FPI23117388 The Tax Faculty Monthly Sars and Tax Update Jan 2024 - FPI23117388 17 Jan 2024 till 17 Jan 2025 Verifiable 2
FPI23117631 The Tax Faculty Expatriate Tax and Tax Emigration in Practice 21 June 2023 till 20 June 2024 Verifiable 2
FPI23117632 The Tax Faculty Providing Clarity for murky exchange control waters 05 September 2023 - 04 September 2024 Verifiable 2
FPI23117628 The Tax Faculty Getting on top of the penalty dispute resolution process 15 June 2023 - 15 June 2024 Verifiable 2
FPI23117628 The Tax Faculty Getting on top of the penalty dispute resolution process 15 June 2023 - 15 June 2024 Verifiable 2
FPI23117636 The Tax Faculty Demystifying Tax Treaties, Formal Emigration and Section 10 Exemptions 23 October 2023 - 22 October 2024 Verifiable 2
FPI23066372 The Tax Faculty Burden of proof and Tax Dispute Resolution (pre-litigation) 11 October 2023 - 10 Oct 2024 Verifiable 2
FPI23117630 The Tax Faculty Navigating Death & Taxes: Estate Duty, Income Tax & VAT CGT Estate Duty and Income Tax 16 August 2023 - 15 Aug 2024 Verifiable 2
FPI23117629 The Tax Faculty Compulsory Annual Ethics Reflection & CPD 08 Aug 2023 till 07 Aug 2024 Verifiable 2
FPI23117634 The Tax Faculty 2023 & Beyond: Current Tax and Compliance Issues affecting Trusts 19 September 2023 - 18 September 2024 Verifiable 2
FPI23117635 The Tax Faculty SARS Debt Management & Application for Compromise 17 July 2023 till 16 July 2024 Verifiable 2
FPI23107090 The Tax Faculty Annual Tax Update 2023/2024 13 Nov 2023 till 12 Nov 2024 Verifiable 4
FPI23117387 The Tax Faculty Ensuring Fair and Equitable Taxation 27 Oct 2023 till 26 Oct 2024 Verifiable 1
FPI23086828 The Tax Faculty Admin of Deceased Estates - INV106493 - FPI23086828 10 Oct 2023 till 09 Oct 2024 Verifiable 2
FPI23066374 The Tax Faculty Effective resolution of SARS’ verification and requests for relevant material process 13 June 2023 till 12 June 2024 Verifiable 2
FPI23066373 The Tax Faculty Prescription as a defence in dispute resolution. 07 Sept 2023 till 06 Sept 2024 Verifiable 2
FPI23086829 The Tax Faculty Estate Planning: Offshore Assets 12 Sept 2023 till 11 Sept 2024 Verifiable 2
FPI23066224 The Tax Faculty Completing the Company Income Tax Return - ITR 14 on E-filing 11 July 2023 till 10 July 2024 Verifiable 2
FPI23066244 Trusted Advisors Retirement Investment Proposal and Record of Advice 01 Dec 2023 till 30 Nov 2024 Verifiable 1
FPI23066242 Trusted Advisors Practice Management Business Lessons from the 2023 Rugby World Cup 1 Oct 2023 - 30 Sept 2024 Verifiable 1
FPI23066241 Trusted Advisor Single Need Investment Proposal and Record of Advice Nov 2023 to Oct 2024 01 Nov 2023 - 31 Oct 2024 Verifiable 1
FPI23066239 Trusted Advisors New CPD Application: Corporate Governance - Client Engagement Policy 01 July 2023 till 30 June 2024 Verifiable 1,5
FPI23055917 Trusted Advisors New CPD Application: Practice Management Review - From survival to success to succession 01 Sept 2023 till 31 Aug 2024 Verifiable 1
FPI23055920 Trusted Advisors New CPD Application: Business and Practice Management - Culture and Governance 01 July 2023 till 30 June 2024 Verifiable 1
FPI23066238 Trusted Advisors New CPD Application: The Two-Pot System for Retirement Funds 01 June 2023 till 31 May 2024 Verifiable 1
FPI23055919 Trusted Advisors FAIS to COFI Full Day Workshop 01 July 2023 till 30 June 2024 Verifiable 6
FPI23066247 Trusted Advisors The fundamentals of practice management for representatives 01 June 2023 till 31 May 2024 Verifiable 9
FPI23066245 Trusted Advisors The Trusted Non-Life Insurance Advisor 01 June 2023 till 31 May 2024 Verifiable 1
FPI23066243 Trusted Advisors The Trusted Medical Aid Advisor 01 June 2023 till 31 May 2024 Verifiable 1
FPI23066246 Trusted Advisors The Trusted Investment Advisor 01 June 2023 till 31 May 2024 Verifiable 1
FPI23066240 Trusted Advisors The Trusted Financial Advisor 01 June 2023 till 31 May 2024 Verifiable 1
FPI23055915 Trusted Advisors Your FSP Value Proposition to Clients 01 June 2023 till 31 May 2024 Verifiable 1
FPI23055921 Trusted Advisors New CPD Application: The significance of agreements in respect of non-life insurance related advice (Commercial lines) 01 June 2023 till 31 May 2024 Verifiable 1
FPI23055916 Trusted Advisors New CPD Application: The significance of agreements in respect of non-life insurance related advice (Personal lines) 01 June 2023 till 31 May 2024 Verifiable 1
FPI23055922 Trusted Advisors New CPD Application: The significance of agreements in respect of long-term insurance 01 June 2023 till 31 May 2024 Verifiable 1
FPI23055924 Trusted Advisors The significance of agreements in respect of investment related advice 01 June 2023 till 31 May 2024 Verifiable 1
FPI23055914 Trusted Advisors The significance of agreements in respect of medical aid insurance related advice 01 June 2023 till 31 May 2024 Verifiable 1
FPI23117374 VAPS Consultancy Understanding Crypto Currency 26 Aug 2023 till 25 Aug 2024 Verifiable 3,5
FPI23117375 VAPS Consultancy Understanding the National Credit Act 01 Nov 2023 till 31 Oct 2024 Verifiable 4,5
FPI23117381 VAPS Consultancy TCF Renewal 23 Sept 2023 till 22 Sept 2024 Verifiable 3
FPI23117382 VAPS Consultancy Time Management Renewal 01 Nov 2023 till 31 Oct 2024 Verifiable 4
FPI23117380 VAPS Consultancy Introduction to investments 28 Sept 2023 till 27 Sept 2024 Verifiable 2,5
FPI23117378 VAPS Consultancy Long Term Insurance - the basics 21 Nov 2023 till 20 Nov 2024 Verifiable 4
FPI23117373 VAPS Consultancy Fraud Renewal 01 Nov 2023 till 31 Oct 2024 Verifiable 3
FPI23066309 VAPS Consultancy (Pty) Ltd CPD renewal - financial markets 18 Aug 2023 till 17 Aug 2024 Verifiable 3
FPI23066306 VAPS Consultancy (Pty) Ltd CPD Course approval - FICA 13 Sept 2023 till 12 Sept 2024 Verifiable 4
FPI23066310 VAPS Consultancy (Pty) Ltd Bribery and Corruption and Compliance Practices 26 July 2023 till 25 July 2024 Verifiable 8
FPI23066307 VAPS Consultancy (Pty) Ltd Supervision and what it entails 06 July 2023 till 05 July 2024 Verifiable 3
FPI23066308 VAPS Consultancy (Pty) Ltd The Internet of Things in Insurance 30 June 2023 till 29 June 2024 Verifiable 3
FPI23014890 VAPS Consultancy (Pty) Ltd Understanding the process of debarment - course name 21 June 2023 till 20 July 2024 Verifiable 5,5
FPI23117382 VAPS Consultancy Time Management Renewal 01 Nov 2023 till 31 Oct 2024 Verifiable 4
FPI23117381 VAPS Consultancy TCF Renewal 23 Sept 2023 till 22 sEPT 2024 Verifiable 3
FPI23117375 VAPS Consultancy Understanding the National Credit Act 01 Nov 2023 till 31 Oct 2024 Verifiable 4,5
FPI23117374 VAPS Consultancy Understanding Crypto Currency 26 Aug 2023 till 25 Aug 2024 Verifiable 3,5
FPI23117394 Upskill Studios (Pty) Ltd FPI23117394 - Tax pitfalls of estate planning 14 Nov 2023 till 13 Nov 2024 Verifiable 4
FPI23086823 Upskill Studios (Pty) Ltd FPI23086823 - Tax Planning: pre and post emigration 12 Sept 2023 till 11 Sept 2024 Verifiable 5
FPI23117395 Upskill Studios (Pty) Ltd FPI23117395 - Tax planning for investing offshore 12 October 2023 till 11 October 2024 Verifiable 5
FPI23086821 Upskill Studios (Pty) Ltd Use of trusts for tax planning 08 Aug 2023 till 07 Aug 2024 Verifiable 4,5
FPI23086824 Upskill Studios (Pty) Ltd Rollover rules and asset for share swaps 20 July 2023 till 19 July 2024 Verifiable 3
FPI23086822 Upskill Studios (Pty) Ltd Company Debt: Tax Risks and Pitfalls 15 June 2023 till 14 June 2024 Verifiable 3
FPI23025226 Upskill Studios (Pty) Ltd Trusts: Back to basics 10 May 2023 till 09 May 2024 Verifiable 4
FPI22063166 UFS Human side of money Roadshow was submitted online 31 July 2023 till 30 July 2024 Verifiable 1,5
FPI23056037 University of the Free State Financial Planning Day for Practitioners 23 June 2022 till 22 June 2023 Verifiable 2
FPI23035436 UFS Financial Coaching Program renewal 24 April 2023 till 23 April 2024 Verifiable 41
FPI23035437 UFS Employee Benefits renewal 24 April 2023 till 23 April 2024 Verifiable 25
FPI23117494 The Compliance Toolbox Protection of Personal Information Act - Conduct & Awareness Training 08 Dec 2023 till 07 Dec 2024 Verifiable 3
FPI23117495 The Compliance Toolbox FICA Awareness & Conduct Training 22 Nov 2023 till 21 Nov 2024 Verifiable 6,5
FPI23097018 The Compliance Toolbox Continuous Professional Development (CPD) 19 Sept 2023 till 18 Sept 2024 Verifiable 1
FPI23097019 The Compliance Toolbox Council for Medical Schemes Accreditation Renewal 19 Sept 2023 till 18 Sept 2024 Verifiable 1
FPI23096877 The Compliance Toolbox Key Individual: Roles & Responsibilities 04 Sept 2023 till 03 Sept 2024 Verifiable 2,5
FPI23066450 The Compliance Toolbox Cybersecurity Best Practices 01 July 2023 till 30 June 2024 Verifiable 3,5
FPI22083635 The Collaborative Exchange JSE SA Trade Connect 2024 13 Feb 2024 - 13 Feb 2025 Verifiable 5
FPI23045815 The Collaborative Exchange FPI23045815, for our event, Meet the Managers 2023 09 June 2023 till 08 June 2024 Verifiable 14
FPI24017853 Sygnia Asset Management January 2024 Markets and Economics - 16 Jan 2024 16 Jan 2024 till 16 Jan 2025 Verifiable 1
FPI24017858 STANLIB Wealth Management Generative AI Course Week 8: Generative AI - Additional Use-cases 27 Oct 2023 - 30 April 2024 Verifiable 1
FPI24017857 STANLIB Wealth Management Generative AI Course Week 7: Generative AI in Content Creation 20 Oct 2023 - 30 April 2024 Verifiable 1
FPI24017856 STANLIB Wealth Management Generative AI Course Week 6: Generative AI in Research and Coding 13 Oct 2023 - 30 April 2024 Verifiable 1
FPI23117646 STANLIB Wealth Management Generative AI Course Week 5 : Generative AI in Finance 06 Oct 2023 - 30 April 2024 Verifiable 1
FPI24017861 STANLIB Wealth Management Generative AI Course Week 1: Introduction to Generative AI and ChatGPT 09 Sept 2023 till 30 April 2024 Verifiable 1
FPI24017859 STANLIB Wealth Management Generative AI Course Week 4 : Chat GPT vs Bard showdown 29 Sept 2024 - 30 April 2024 Verifiable 1
FPI24017855 STANLIB Wealth Management Generative AI Course Week 3 : Exploring the plug-in Ecosystem 15 Sept 2023 - 30 April 2024 Verifiable 1
FPI24017854 STANLIB Wealth Management Generative AI Course Week 2 : Towards super-prompts 15 Sept 2023 - 30 April 2024 Verifiable 1
FPI24017760 STANLIB Wealth Management FPI24017760 – NMG’s Trends in Wealth Management, webinar on the 30th January 30 Jan 2024 - 30 Jan 2025 Verifiable 0,5
FPI23117639 STANLIB Wealth Management MyOptimum (9) Performance Appraisals Masterclass 8 Nov 2023 -31 May 2024 Verifiable 1
FPI23086834 STANLIB Wealth Management LnD- Speak with Influence 08 June 2023 till 31 May 2024 Verifiable 8,5
FPI23086833 STANLIB Wealth Management LnD : MyOptimum Self-Mastery Masterclass 07 June 2023 till 31 May 2024 Verifiable 1
FPI23045742 Simply Learn CC AML/CFT Law in SA - FPI23045742 01 Aug 2023 till 31 July 2024 Verifiable 3,5
FPI23076680 Simply Learn CC WHISTLEBLOWING PROTECTION IN SOUTH AFRICA 15 Aug 2023 till 14 Aug 2024 Verifiable 1,5
FPI23076678 Simply Learn CC TREATING CUSTOMER FAIRLY 15 Aug 2023 till 14 Aug 2024 Verifiable 3,5
FPI23076677 Simply Learn CC ETHICS IN FINANCIAL SERVICES ORGANISATIONS 15 Aug 2023 till 14 Aug 2024 Verifiable 1
FPI23076679 Simply Learn CC THE DEBARMENT PROCESS 15 August 2023 till 14 Aug 2024 Verifiable 1,5
FPI23076676 Simply Learn CC COMPLAINTS MANAGEMENT FRAMEWORK 15 Aug 2023 till 14 Aug 2024 Verifiable 3,5
FPI23045792 Simeka Consultants & Actuaries FPI23045792 - CPD application submitted. Application to be granted for a 12-month period, 18 April 2023 tilll 17 April 2024 Verifiable 5
FPI23045791 Simeka Consultants & Actuaries FPI23045791 - CPD application, proof of payment and assessment to complete in order to obtain points (over 12-month period 21 April 2023 till 20 April 2024 Verifiable 0,5
FPI23076577 Sentio Capital Management Sentio Coffee ConneQt 12 July 2023 till 11 July 2024 Verifiable 2
FPI23045705 Seed Investments (Pty) Ltd Fundamentals of Investments: Investment Strategy and 18 April 2023 till 17 April 2024 Verifiable 0,5
FPI23045706 Seed Investments (Pty) Ltd Fundamentals of Investments: Investment Portfolio Reviews 25 April 2023 till 24 April 2024 Verifiable 0,5
FPI23014709 Sanlam Life Insurance Limited SFP Colloquium May 2023 – Fit & Proper Requirements 2 May 2023 03 May 2023 till 02 May 2024 Verifiable 1
FPI23014785 Sanlam Life Insurance Limited CPD Masterclass IV 2022/2023 09/05/2023 08 May 2023 till 07 May 2024 Verifiable 4
FPI23014669 Sanlam Life Insurance Limited SanlamConnect Engage Quarterly Issue 12, May ̶ July 2023 05/05/2023 05 May 2023 till 04 May 2024 Verifiable 1
FPI23014771 Sanlam Life Insurance Limited Introduction to Relational Business Practices FPI23014771 1 May 2023 - 30 April 2024 Verifiable 13,5
FPI23014685 Sanlam Life Insurance Limited Private Client Investment Committee 1 May 2023 - 30 April 2024 Verifiable 1,5
FPI22083599 Sanlam Life Insurance Limited Hedge Funds Information Session 20 Oct 2023 till 19 Oct 2024 Verifiable 1,5
FPI23014818 Sanlam Life Insurance Limited FPI23014818 Megatrends: Global Investing l Market Overview & Global Financial Market Trend 16 Nov 2022 - 16 Nov 2024 Verifiable 0,5
FPI23097071 Sales Guru Mindset, Planning, Prospecting and Face-to-Face (Value Conversation) 28 July 2023 till 27 July 2024 Verifiable 20
FPI23097070 Sales Guru Management Coaching 29 July 2023 till 28 July 2024 Verifiable 10
FPI23097069 Sales Guru Rules of Engagement 27 July 2023 till 26 July 2024 Verifiable 5
FPI23097068 Sales Guru Management Essentials 01 Oct 2023 till 30 Sept 2024 Verifiable 10
FPI23117615 SA Accounting Academy Long Term Insurance 01 Jan 2024 31 Dec 2024 Verifiable 8
FPI23117615 SA Accounting Academy Financial Analysis 19 Jan 2024 till 18 Jan 2025 Verifiable 5
FPI23117617 SA Accounting Academy Short term and long-term deposits 01 Jan 2024 till 31 Dec 2024 Verifiable 8
FPI23035391 SA Accounting Academy Problem Solving and Decision Making Short Course 24 Aug 2023 till 23 Aug 2024 Verifiable 6
FPI23035521 PSG Wealth Financial Planning TAS Wealth Advice Webinar: Compliance findings & ombud updates - 10 August 2023 11 Aug 2023 till 10 Aug 2024 Verifiable 1
FPI23097046 Private Wealth Management Annuitization of Provident Funds. Please can you award 1 Technical point the session will be 1 hour. 27 Oct 2023 till 18 Oct 2024 Verifiable 1
FPI23066375 Private Wealth Management PWM Session 1 - Retirement Planning Products And Introduction 18 July 2023 till 17 July 2024 Verifiable 2
FPI24028082 PPS Investments Houseview Meeting 2024 25 Jan 2024 till 24 Jan 2025 Verifiable 2,5
FPI23107125 PPS Training Academy Estate Planning & Wills Course Module 10 Last Will and Testament selling opportunities 01 November 2023 till 31 October 2024 Verifiable 1
FPI23107122 PPS Training Academy Estate Planning & Wills Course Module 8 & 9 Insurence and Business Interest Renewal 01 November 2023 till 31 Oct 2024 Verifiable 2
FPI23107119 PPS Training Academy Estate Planning & Wills Course Module 7 Marital Regimes Renewal 01 Nov 2023 till 31 Oct 2024 Verifiable 2
FPI23014631 PPS Training Academy Estate Planning & Wills Course Module 6 Trusts 01 Nov 2023 till 31 Oct 2024 Verifiable 3,5
FPI23014617 PPS Training Academy Estate Planning & Wills Course Module 5 Tax Planning 01 Nov 2023 till 31 Oct 2024 Verifiable 2
FPI23014635 PPS Training Academy Estate Planning & Wills course Module 4 Law of Succession Renewal 01 November 2023 till 31 Oct 2024 Verifiable 3
FPI23107013 PPS Training Academy Estate Planning & Wills Course Module 3 Wills renewal 01 November 2023 till 31 October 2024 Verifiable 3
FPI23107124 PPS Training Academy Estate Planning and Wills Course Module 2 Estate Admin Module 2 01 November 2023 till 31 October 2024 Verifiable 3
FPI23107123 PPS Training Academy Estate Planning & Wills Course Module 1 Overview and Value Proposition Renewal 01 November 2023 till 31 October 2024 Verifiable 1
FPI23097012 PPS Training Academy Annuitisation of Provident Funds 01 Oct 2023 till 30 Sept 2024 Verifiable 1
FPI23107120 PPS Training Academy Investments - eLearning 01 Oct 2023 till 30 Sept 2024 9
FPI23096979 PPS Investments Investments Roadshow 2023 28 June 2023 till 27 June 2024 Verifiable 0,5
FPI23014897 PPS Training Academy Estate Planning Workshop - renewal 01 Sept 2023 till 31 Aug 2024 Verifiable 12
FPI22104292 PPS Training Academy Business Assurance eLearning - renewal 01 Sept 2023 till 31 Aug 2024 Verifiable 9
FPI22104288 PPS Training Academy Estate Planning eLeaning - renewal 01 September 2023 till 31 Aug 2024 Verifiable 7
FPI22083739 PPS Training Academy Business Assurance Workshop - renewal 01 Sept 2023 till 31 Aug 2024 Verifiable 12
FPI23056219 PPS Training Academy Class of Business: Investments - Renewal 01 Sept 2023 till 31 Aug 2024 Verifiable 9,5
FPI23056096 PPS Training Academy Class of Business: Long term - Renewal 01 Sept 2023 till 31 Aug 2024 Verifiable 10
FPI23056090 PPS Insurance Company Limited Investment Workshop 14 June 2023 till 13 June 2024 Verifiable 12
FPI23056097 PPS Insurance Company (Pty) Ltd Business Assurance Workshop 12 April 2023 till 11 April 2024 Verifiable 2
FPI23117662 OUTsurance Insurance Company Limited Fraud risk management awareness, 1 June 2024 - 31 May 2025 Verifiable 0,5
FPI23066295 OUTsurance Insurance Company Limited Previous Insurance History training. 01 May 2023 till 30 April 2024 Verifiable 2
FPI23066286 OUTsurance Insurance Company Limited Excess training 01 May 2023 till 30 April 2024 Verifiable 2
FPI23066293 OUTsurance Insurance Company Limited Ethics Awareness 01 May 2023 till 30 April 2024 Verifiable 0,5
FPI23066294 OUTsurance Insurance Company Limited FICA Awareness Course 01 June 2023 till 31 May 2024 Verifiable 1
FPI23066289 OUTsurance Insurance Company Limited Business writing skills – new application. 01 June 2023 till 31 May 2024 Verifiable 2
FPI23066288 OUTsurance Insurance Company Limited Sales training – renewal. 01 Sept 2023 till 31 Aug 2024 Verifiable 7,5
FPI23066232 OUTsurance Insurance Company Limited Preventing and Eliminating Harassment in the Workplace 01 June 2023 till 31 May 2024 Verifiable 1
FPI23066291 OUTsurance Insurance Company Limited Compliance awareness 01 June 2023 till 31 May 2024 Verifiable 2,5
FPI23066292 OUTsurance Insurance Company Limited Intro to coaching 01 June 2023 till 31 May 2024 Verifiable 6
FPI23066230 OUTsurance Insurance Company Limited Sales Training 01 June 2023 till 31 May 2024 Verifiable 4
FPI22114406 OUTsurance Insurance Company Limited Outsurance APP awareness 01 June 2023 till 31 May 2024 Verifiable 1
FPI23066229 OUTsurance Insurance Company Limited Disability and inclusion - FPI23066229 01 June 2023 till 31 May 2024 Verifiable 1,5
FPI23066228 OUTsurance Insurance Company Limited Introduction to Risk management - FPI23066228 01 June 2023 till 31 May 2024 Verifiable 2,5
FPI23117498 Old Mutual Personal Finance CPD Renewal: AML Role Based Training: Prominent Person Screening Module 9 01 Dec 2023 till 30 Nov 2024 Verifiable 1
FPI23117514 Old Mutual Personal Finance CPD Renewal: AML Role Based Training: Ongoing Due Diligence Module 8 01 Dec 2023 till 30 Nov 2024 Verifiable 1
FPI23117511 Old Mutual Personal Finance CPD Renewal: AML Role Based Training: Enhanced Due Diligence 01 Dec 2023 till 30 Nov 2024 Verifiable 1
FPI23117501 Old Mutual Personal Finance CPD Renewal: AML Role Based Training: Client Due Diligence (Module 6) 01 Dec 2023 till 30 Nov 2024 Verifiable 1
FPI23117499 Old Mutual Personal Finance CPD Renewal: AML Role Based Training: Risk Based Approach to Risk Management (Module 5) 01 Dec 2023 till 30 Nov 2024 Verifiable 1
FPI23117509 Old Mutual Personal Finance CPD Renewal: AML Role Based Training: Employee Training Requirements (Module 4) 01 Dec 2023 till 30 Nov 2024 Verifiable 1
FPI23117506 Old Mutual Personal Finance CPD Renewal: Role Based Training: Old Mutual Group Obligations (Module 2) 01 Dec 2023 till 30 Nov 2024 Verifiable 1
FPI23117503 Old Mutual Personal Finance CPD Renewal: Role Based Training: Overview of Anti Money Laundering, Counter-Terrorist Financing (Module 1) 01 Dec 2023 till 30 Nov 2024 Verifiable 1,5
FPI23107258 Old Mutual Personal Finance CPD Masterclass - Integrating compliance into your advice process 14 November 2023 till 13 November 2024 Verifiable 1
FPI23066266 Old Mutual Investment Group Fundamentals Q3 2023 publication. 27 Oct 2023 till 26 Oct 2024 Verifiable 1
FPI23097057 Old Mutual Personal Finance OMPF Management Development - Who am I? 02 Nov 2023 till 01 Nov 2024 Verifiable 3
FPI23107187 Old Mutual Personal Finance OMPF Management Development - Fueling success 02 Nov 2023 till 01 Nov 2024 Verifiable 8
FPI23107267 Old Mutual Personal Finance OMPF Management Development - Problem solving and decision making 02 Nov 2023 till 01 Nov 2024 Verifiable 5
FPI23107265 Old Mutual Personal Finance OMPF Management Development - Delegating for success 02 November 2023 till 01 November 2024 Verifiable 4
FPI23107260 Old Mutual Personal Finance OMPF Management Development - Coaching 02 Nov 2023 till 01 Nov 2024 Verifiable 7
FPI23107262 Old Mutual Personal Finance OMPF Management Development - Change agility OMPF Management Development - Change agility Verifiable 3
FPI23107266 Old Mutual Personal Finance OMPF Management Development: Constructive feedback 02 Nov 2023 till 01 Nov 2024 Verifiable 3
FPI23107264 Old Mutual Personal Finance OMPF Management Development - What motivates others? 02 Nov 2023 till 01 Nov 2024 Verifiable 5
FPI23107259 Old Mutual Personal Finance OMPF Management Development: Relationship Building 02 Nov 2023 till 01 Nov 2024 Verifiable 4
FPI23097062 Old Mutual Personal Finance Product Investments – Legal and Technical 01 Nov 2023 till 31 Oct 2024 Verifiable 8,5
FPI23097061 Old Mutual Personal Finance CPD Renewal App: Old Mutual Retirement Planning (Pre Retirement) Online 01 November 2023 till 31 October 2024 Verifiable 7,5
FPI23097060 Old Mutual Personal Finance CPD Renewal App: Old Mutual Retirement Planning (Post Retirement) Online 01 November 2023 till 31 Oct 2024 Verifiable 6
FPI23097053 Old Mutual Personal Finance CPD Renewal App: Old Mutual Business Assurance 01 November 2023 till 31 Oct 2024 Verifiable 7,5
FPI23097059 Old Mutual Personal Finance CPD App: CPD Masterclass - Building a Brand on Social Media - Strategies for Financial Advisers 11 Oct 2023 till 10 Oct 2024 Verifiable 1
FPI23066389 Old Mutual Wealth RENEWAL_Retrenchment Workshop 01 Aug 2023 till 31 July 2024 Verifiable 1,5
FPI23066388 Old Mutual Wealth RENEWAL_Ongoing Engagement 01 June 2023 till 31 May 2024 Verifiable 6
FPI23097056 Old Mutual Personal Finance IFA Association Whatsapp Marketing Workshop 01 Sept 2023 till 30 Nov 2023 Verifiable 2
FPI23066387 Old Mutual Wealth RENEWAL_Intergrated Financial Coaching Course 01 July 2023 till 30 June 2024 Verifiable 19,5
FPI23097054 Old Mutual Personal Finance CPD RENEWAL APPLICATION: Succession Planning 2 – Pareto/Xplan integration 01 Sept 2023 till 31 Aug 2024 Verifiable 1,5
FPI23066386 Old Mutual Wealth RENEWAL_Estate Planning Workshop Reference Number: FPI23066386 01 July 2023 till 30 June 2024 Verifiable 3
FPI23066385 Old Mutual Wealth RENEWAL_Emergency Succession Planning Reference Number: FPI23066385 01 June 2023 till 31 May 2024 Verifiable 2
FPI23066384 Old Mutual Wealth RENEWAL_Creating the Culture you want Reference Number: FPI23066384 01 June 2023 till 31 May 2024 Verifiable 3
FPI23066383 Old Mutual Wealth RENEWAL: Business Assessment Tool Reference Number: FPI23066383 01 June 2023 till 31 May 2024 Verifiable 3
FPI23086690 Old Mutual Personal Finance IFA Association Roadshow 2023 15 Sept 2023 till 14 Sept 2024 Verifiable 2
FPI23097039 Old Mutual Life Assurance Company Health Solutions Webinar 01 Oct 2023 till 30 Sept 2024 Verifiable 1
FPI23097055 Old Mutual Personal Finance CPD App: GEPF Adviser Masterclass Session 3 14 Sept 2023 till 13 Sept 2024 Verifiable 1,5
FPI23097007 Old Mutual Personal Finance CPD Application: Premiums and Problems Exam Edition 2023: General 01 Sept 2023 till 31 Aug 2024 Verifiable 5
FPI23096998 Old Mutual Personal Finance Premiums and Problems Exam Edition 2023: Estate Planning 01 Sept 2023 till 31 Aug 2024 Verifiable 3
FPI23096992 Old Mutual Personal Finance Premiums and Problems Exam Edition 2023: Business Assurance 01 Sept 2023 till 31 Aug 2024 Verifiable 3
FPI23086691 Old Mutual Personal Finance Premiums and Problems Exam Edition 2023: Retirement Planning 01 Sept 2023 till 31 Aug 2024 Verifiable 3
FPI23097001 Old Mutual Personal Finance Premiums and Problems Exam Edition 2023: Investment Planning 01 Sept 2023 till 31 Aug 2024 Verifiable 2,5
FPI23097009 Old Mutual Personal Finance CPD Application: Premiums and Problems Exam Edition 2023: Income Tax, Dividends Withholding Tax & Capital Gains Tax 01 Sept 2023 till 31 Aug 2024 Verifiable 2
FPI23097003 Old Mutual Personal Finance CPD Renewal App: Pareto Training – Elevate the Client Experience (Module 6) 01 Oct 2023 till 30 Sept 2024 Verifiable 5
FPI23096999 Old Mutual Personal Finance Pareto Training – Organize your clients (Module 5) 01 Oct 2023 till 30 Sept 2024 Verifiable 5
FPI23096995 Old Mutual Personal Finance CPD Renewal App: Pareto Training – Maximising Existing Clients (Module 4) 01 Oct 2023 till 30 Sept 2024 Verifiable 5
FPI23097010 Old Mutual Personal Finance CPD Renewal App: Pareto Training – Fast Tracking New Clients Module 3 01 Oct 2023 till 30 Sept 2024 Verifiable 10
FPI23097008 Old Mutual Personal Finance CPD Renewal App: Pareto Training – Cracking the Code (Module 2) 01 Oct 2023 till 30 Sept 2024 Verifiable 5
FPI23097002 Old Mutual Personal Finance CPD Renewal: Pareto Training - Onboarding (Module 1) 01 Oct 2023 till 30 Sept 2024 Verifiable 5
FPI23096994 Old Mutual Personal Finance CPD Renewal App: Estate Planning Understanding Trusts Module 4 02 Oct 2023 till 01 Oct 2024 Verifiable 2,5
FPI23097004 Old Mutual Personal Finance CPD Renewal App: Estate Planning process and practical application of the liquidity position Module 3 02 Oct 2023 till 01 Oct 2024 Verifiable 2,5
FPI23096993 Old Mutual Personal Finance CPD Renewal App: Estate Planning Capital Gains Tax (CGT), Limited interests and Donations Tax Module 2 01 Oct 2023 till 30 Sept 2024 Verifiable 2,5
FPI23096991 Old Mutual Personal Finance CPD Renewal App: Estate Planning Marital Regimes, Wills and Intestate Succession Module 1 01 Oct 2023 till 30 Sept 2024 Verifiable 2,5
FPI23097000 Old Mutual Personal Finance CPD Renewal App: How do I win at social media – Module 5 01 Oct 2023 till 30 Sept 2024 Verifiable 1
FPI23096996 Old Mutual Personal Finance CPD Renewal App: How do I win at social media – Module 4 – Content 01 Oct 2023 till 30 Sept 2024 Verifiable 0,5
FPI23097006 Old Mutual Personal Finance CPD Renewal Application: How do I win at social media – Module 3 – Connect 01 Oct 2023 till 30 Sept 2024 Verifiable 1
FPI23097005 Old Mutual Personal Finance CPD Renewal Application: How do I win at social media – Module 2 – Best Practice 01 Oct 2023 till 30 Sept 2024 Verifiable 1
FPI23096997 Old Mutual Personal Finance CPD Renewal Application: How do I win at social media – Module 1 01 Oct 2023 till 30 Sept 2024 Verifiable 2
FPI23086695 Old Mutual Personal Finance CPD Renewal Application: Retirement Planning workshop (Post-Retirement) F2F 01 Sept 2023 till 31 Aug 2024 Verifiable 13,5
FPI23086697 Old Mutual Personal Finance CPD Renewal Application: Retirement Planning workshop (Pre-Retirement) Face-to-face 01 Sept 2023 till 31 Aug 2024 Verifiable 14,5
FPI23086692 Old Mutual Personal Finance CPD Masterclass: Supercharge your Practice - Strategies for Growth and Efficiency 13 Sept 2023 till 12 Sept 2024 Verifiable 1
FPI23076617 Old Mutual Life Assurance Company (“OMLACSA”) AML Role Based Training - Record keeping, data integrity, IOPs and SOPs Module 8 01 Aug 2023 till 31 July 2024 Verifiable 0,5
FPI23066271 Old Mutual Life Assurance Company (“OMLACSA”) AML Role Based Training - Regulatory Reporting Module 7 01 Aug 2023 till 31 July 2024 Verifiable 0,5
FPI23076619 Old Mutual Life Assurance Company (“OMLACSA”) AML Role Based Training - Enhanced due diligence - Module 6 01 Aug 2023 till 31 July 2024 Verifiable 0,5
FPI23076615 Old Mutual Life Assurance Company (“OMLACSA”) AML Role Based Training - Ongoing due diligence Module 5 01 Aug 2023 till 31 July 2024 Verifiable 0,5
FPI23076613 Old Mutual Life Assurance Company (“OMLACSA”) AML Customer Identification and Verification Module 4 01 Aug 2023 till 31 July 2024 Verifiable 0,5
FPI23066268 Old Mutual Life Assurance Company (“OMLACSA”) AML Role Based Training - Risk Rating Module 3 01 Aug 2023 till 31 July 2024 Verifiable 0,5
FPI23076618 Old Mutual Life Assurance Company (“OMLACSA”) AML Role based Training Module 2 Screening 01 Aug 2023 till 31 July 2024 Verifiable 0,5
FPI23066272 Old Mutual Life Assurance Company (“OMLACSA”) AML Role based training - Module 1 Introduction to the AML Framework 01 Aug 2023 till 31 July 2024 Verifiable 0,5
FPI23086689 Old Mutual Personal Finance Coffee with Legal - The ripple effect of divorce on financial planning - Urgent application 16 Aug 2023 till 15 Aug 2024 Verifiable 1
FPI23086690 Old Mutual Personal Finance Old Mutual Personal Finance Two-Pot Retirement System Accreditation 15 Sept 2023 till 14 Sept 2024 Verifiable 2
FPI23025306 Old Mutual Wealth New_GEPF 01 Sept 2023 till 31 Aug 2024 Verifiable 1
FPI23025302 Old Mutual Wealth New_Initial Engagement 01 Aug 2023 till 31 July 2024 Verifiable 5
FPI23066265 Old Mutual Investment Group Fundamentals Q2 2023 18 Aug 2023 till 17 Aug 2024 Verifiable 0,5
FPI23086698 Old Mutual Personal Finance CPD Application: The good, bad and ugly of estate planning 09 July 2023 till 08 July 2024 Verifiable 1
FPI23086694 Old Mutual Personal Finance CPD Application: CPD Masterclass: Two-Pot Retirement System Continued (Part 2) 08 Aug 2023 till 07 Aug 2024 Verifiable 1
FPI23014873 Old Mutual Personal Finance Trustworthy Selling Program Module 10 01 June 2023 till 31 May 2024 Verifiable 3
FPI23076562 Old Mutual Personal Finance Trustworthy Selling Program Module 9 01 June 2023 till 31 May 2024 Verifiable 2
FPI23076567 Trustworthy Selling Program Module 7 Trustworthy Selling Program Module 7 01 June 2023 till 31 May 2024 Verifiable 3
FPI23076559 Old Mutual Personal Finance Trustworthy Selling Program Module 8 01 June 2023 till 31 May 2024 Verifiable 2,5
FPI23076564 Old Mutual Personal Finance Trustworthy Selling Program Module 6 01 June 2023 till 31 May 2024 Verifiable 3,5
FPI23076561 Old Mutual Personal Finance Trustworthy Selling Program Module 5 01 June 2023 till 31 May 2024 Verifiable 2,5
FPI23076568 Old Mutual Personal Finance Trustworthy Selling Program Module 4 01 June 2023 till 31 May 2024 Verifiable 5,5
FPI23076560 Old Mutual Personal Finance CPD Masterclass: Two-Pot Retirement System Continued 11 July 2023 till 10 July 2024 Verifiable 1
FPI23076566 Old Mutual Personal Finance Trustworthy Selling Module 3 01 June 2023 till 31 May 2024 Verifiable 1,5
FPI23076565 Old Mutual Personal Finance Trustworthy Selling Module 2 01 June 2023 till 31 May 2024 Verifiable 1,5
FPI23076563 Old Mutual Personal Finance Trustworthy Selling Program (Module 1) 01 June 2023 till 31 May 2024 Verifiable 1,5
FPI23014958 Old Mutual Life Assurance Company Psychology in Employee Benefits - Attached POP. Invoice 103792 23 May 2023 till 22 May 2024 Verifiable 1,5
FPI23014869 Old Mutual Personal Finance CPD RENEWAL: Xplan Financial Planning Tool Module 4 2023 - 2024 CAS-83860-K6F7L1 01 Aug 2023 till 31 July 2024 Verifiable 7
FPI22093926 Old Mutual Personal Finance CPD Renewal: Xplan Financial Planning Tool – Module 3 2023 - 2024 01 Aug 2023 till 31 July 2024 Verifiable 5,5
FPI22114438 Old Mutual Personal Finance Xplan Financial Planning Tool – Module 2 2023 - 2024 01 Aug 2023 till 31 July 2024 Verifiable 5,5
FPI23035482 Old Mutual Personal Finance CPD Renewal Application: Xplan Financial Planning Tool – Module 1 2023 - 2024 01 Aug 2023 till 31 July 2024 Verifiable 6
FPI23014868 Old Mutual Personal Finance CPD Application: GEPF Masterclass Session 2 2023 20 June 2023 till 19 June 2024 Verifiable 1
FPI23035543 Old Mutual Investment Group Fundamentals Q1 06 June 2023 till 05 June 2024 Verifiable 1
FPI23117500 Old Mutual Personal Finance CPD Renewal: AML Role Based Training: Sanctions Screening Module 10 01 Dec 2023 till 30 Nov 2024 Verifiable 1
FPI23117515 Old Mutual Personal Finance CPD Renewal: AML Role Based Training: Statutory Reporting Module 11 01 Dec 2023 till 30 Nov 2024 Verifiable 1
FPI23117517 Old Mutual Personal Finance CPD Renewal: AML Role Based Training: Record Keeping Module 12 01 Dec 2023 till 30 Nov 2024 Verifiable 1
FPI23117522 Old Mutual Personal Finance 9 Opportunities for financial planning from personal income tax 01 Dec 2023 till 30 Nov 2024 Verifiable 1
FPI23117512 Old Mutual Personal Finance Buy-and-Sell Pitfalls and Implications 01 Dec 2023 till 30 Nov 2024 Verifiable 1
FPI23117518 Old Mutual Personal Finance Fundamentals of Trust 01 Jan 2024 till 31 Dec 2024 Verifiable 1,5
FPI23117520 Old Mutual Personal Finance CPD Renewal: Sales Skills Programme - Overview (Module 1) 01 Jan 2024 till 31 Dec 2024 Verifiable 1,5
FPI23117521 Old Mutual Personal Finance Sales Skills Programme – Module 2 01 Jan 2024 till 31 Dec 2024 Verifiable 2
FPI23117502 Old Mutual Personal Finance Sales Skills Programme – Module 3 01 Jan 2024 till 31 Dec 2024 Verifiable 2,5
FPI23107261 Old Mutual Personal Finance Sales Skills Programme – Module 4 01 Jan 2024 till 31 Dec 2024 Verifiable 0,5
FPI23025302 Old Mutual Wealth New_Initial Engagement Reference: FPI23025302 01 August 2023 till 31 July 2024 Verifiable 7,5
FPI23066392 Old Mutual Wealth NEW_Goal Setting FPI23066392, 01 Oct 2023-30 Sept 2024 01 Oct 2023 till 30 Sept 2024 Verifiable 5
FPI23066269 Old Mutual Life Assurance Company Introduction and Customer Service Standards 01 Nov 2023 till 31 May 2024 Verifiable 0,5
FPI23014955 Old Mutual Life Assurance Company Claims 01 Nov 2023 till 31 May 2024 Verifiable 0,5
FPI23076616 Old Mutual Life Assurance Company (“OMLACSA”) Complaints 1 Nov 2023 till 30 Oct 2024 Verifiable 0,5
FPI23086826 Old Mutual Life Assurance Company Distribution 01 Nov 2023 till 31 May 2024 Verifiable 0,5
FPI22104190 Old Mutual Life Assurance Company Marketing 01 Nov 2023 till 31 May 2024 Verifiable 0,5
FPI23076620 Old Mutual Life Assurance Company Product developement 01 Nov 2023 till 31 May 2024 Verifiable 0,5
FPI23066390 Old Mutual Wealth RENEWAL_Technical Training Track: Wealth Integrator 02 Oct 2023 till 01 Oct 2024 Verifiable 8
FPI23117501 Old Mutual Personal Finance AML Role Based Training: Client Due Diligence (Module 6) 01 Dec 2023 till 30 Nov 2024 Verifiable 1
FPI23117508 Old Mutual Personal Finance Role Based Training: Old Mutual AML/CTF Governance (Module 3) 01 Dec 2023 till 30 Nov 2024 Verifiable 1
FPI23117504 Old Mutual Personal Finance CPD Renewal: Estate Planning 2024 1 Feb 2024 - 31 Jan 2025 Verifiable 6,5
FPI23107263 Old Mutual Personal Finance CPD Renewal: 7 Habits to build a legendary financial services practice 31 Jan 2024 - 31 Jan 2025 Verifiable 1
FPI24028129 Old Mutual Personal Finance CPD Renewal: CPD Masterclass - Retrenchment and Tax 1 Feb 2024- 1 Feb 2025 Verifiable 1,5
FPI24028139 Old Mutual Personal Finance CPD Renewal: CPD Masterclass – Income Options at Retirement (Part 1) 1 Feb 2024 - 1 Feb 2025 Verifiable 1
FPI24028140 Old Mutual Personal Finance CPD Renewal: CPD Masterclass – Income options at retirement (Part 2) 1 Feb 2024 - 1 Feb 2025 Verifiable 1
FPI23117513 Old Mutual Personal Finance CPD Renewal: Social Media for Financial Professionals 2025 01 Feb 2024 till 31 Jan 2025 Verifiable 1
FPI23014880 Old Mutual Personal Finance CPD application: Coffee with Legal - The importance of beneficiary nominations 01 June 2023 till 31 May 2024 Verifiable 1
FPI23035542 Old Mutual Investment Group 2022 marks this publication’s 8th year! The publication title will remain as Tomorrow 01 May 2023 till 30 April 2024 Verifiable 2
FPI23014870 Old Mutual Personal Finance Trustworthy Selling Program. 01 June 2023 till 31 May 2024 Verifiable 28,5
FPI23014882 Old Mutual Personal Finance CPD Application: Panel Discussion - Proposed Two-Pot Retirement System 10 May 2023 till 09 May 2024 Verifiable 1
FPI23035541 Old Mutual Investment Group The 10th edition of Long-Term Perspectives looks at the long history of asset class returns. 01 May 2023 till 30 April 2024 Verifiable 0,5
FPI23025298 Old Mutual Wealth NEW_Article: Now is not the Time to Neglect your Culture 01 June 2023 till 31 May 2024 Verifiable 0,5
FPI23014885 Old Mutual Personal Finance CPD Application: GEPF Adviser Masterclass Session 1 (2023) 19 April 2023 till 18 April 2024 Verifiable 0,5
FPI23025305 Old Mutual Wealth Weekly Investment Committee and Stock Selection meeting - 01, 08, 15, 29 March 2023 01 March 2023 till 31 March 2023 Verifiable 8
FPI23014877 Old Mutual Personal Finance Changing conversations by using a client's tax assessment 11 April 2023 till 10 April 2024 Verifiable 1
FPI22042631 Old Mutual Wealth RENEWAL_Module 3: SEGMENTS and SERVICES 1 June 2023 - 31 May 2024 Verifiable 4
FPI22042639 Old Mutual Wealth RENEWAL_Module 2: GO TO MARKET 1 June 2023 - 31 May 2024 4
FPI22042642 Old Mutual Wealth RENEWAL _ Module 1: Getting ready for take off 1 June 2023 - 31 May 2024 Verifiable 4
FPI22042628 Old Mutual Wealth RENEWAL_Module 4: FEES FOR SERVICES 1 June 2023 - 31 May 2024 Verifiable 3
FPI23025289 Old Mutual Life Assurance Company Investments and Market overview 20 Feb 2023 till 20 March 2023 Verifiable 1,5
FPI23097071 Sales Guru Mindset, Planning, Prospecting and Face-to-Face (Value Conversation) 28 July 2023 till 27 July 2024 Verifiable 20
FPI23097070 Sales Guru Management Coaching 29 July 2023 till 28 July 2024 Verifiable 10
FPI23097069 Sales Guru Rules of Engagement 27 July 2023 till 26 July 2024 Verifiable 5
FPI23097068 Sales Guru Management Essentials 01 Oct 2023 till 30 Sept 2024 10 10
FPI23117615 SA Accounting Academy Financial Analysis 19 Jan 2024 till 18 Jan 2025 Verifiable 5
FPI23117617 SA Accounting Academy Short term and long-term deposits 01.01.2024 -31.12.2024 Verifiable 8
FPI23035391 SA Accounting Academy Problem Solving and Decision Making Short Course 24 Aug 2023 till 23 Aug 2024 Verifiable 6
FPI23035521 PSG Wealth Financial Planning TAS Wealth Advice Webinar: Compliance findings & ombud updates - 10 August 2023 11 Aug 2023 till 10 Aug 2024 Verifiable 1
FPI23056097 PPS Insurance Company (Pty) Ltd Business Assurance Workshop 12 April 2023 till 11 April 2024 Verifiable 2
FPI22114324 PPS Insurance Company (Pty) Ltd Advanced Investments Elearning program 1 April 2023 - 31 Mar 2024 Verifiable 6
FPI23076618 Old Mutual Life Assurance Company (“OMLACSA”) AML Role based Training Module 2 Screening 01 Aug 2023 till 31 July 2024 Verifiable 0,5
FPI23066272 Old Mutual Life Assurance Company (“OMLACSA”) AML Role based training - Module 1 Introduction to the AML Framework 01 Aug 2023 till 31 July 2024 Verifiable 0,5
FPI23086689 Old Mutual Personal Finance Coffee with Legal - The ripple effect of divorce on financial planning - Urgent application 16 Aug 2023 till 15 Aug 2024 Verifiable 1
FPI23086690 Old Mutual Personal Finance Old Mutual Personal Finance Two-Pot Retirement System Accreditation 15 Sept 2023 till 14 Sept 2024 Verifiable 2
FPI23025306 Old Mutual Wealth New_GEPF 01 Sept 2023 till 31 Aug 2024 Verifiable 1
FPI23025302 Old Mutual Wealth New_Initial Engagement 01 Aug 2023 till 31 July 2024 Verifiable 5
FPI23066265 Old Mutual Investment Group Fundamentals Q2 2023 18 Aug 2023 till 17 Aug 2024 Verifiable 0,5
FPI23086698 Old Mutual Personal Finance CPD Application: The good, bad and ugly of estate planning 09 July 2023 till 08 July 2024 Verifiable 1
FPI23086694 Old Mutual Personal Finance CPD Application: CPD Masterclass: Two-Pot Retirement System Continued (Part 2) 08 Aug 2023 till 07 Aug 2024 Verifiable 1
FPI23014873 Old Mutual Personal Finance Trustworthy Selling Program Module 10 01 June 2023 till 31 May 2024 Verifiable 3
FPI23076562 Old Mutual Personal Finance Trustworthy Selling Program Module 9 01 June 2023 till 31 May 2024 Verifiable 2
FPI23076559 Old Mutual Personal Finance Trustworthy Selling Program Module 8 01 June 2023 till 31 May 2024 Verifiable 2,5
FPI23076567 Old Mutual Personal Finance Trustworthy Selling Program Module 7 01 June 2023 till 31 May 2024 Verifiable 3
FPI23076564 Old Mutual Personal Finance Trustworthy Selling Program Module 6 01 June 2023 till 31 May 2024 Verifiable 3,5
FPI23076561 Old Mutual Personal Finance Trustworthy Selling Program Module 5 01 June 2023 till 31 May 2024 Verifiable 2,5
FPI23076568 Old Mutual Personal Finance Trustworthy Selling Program Module 4 01 June 2023 till 31 May 2024 Verifiable 5,5
FPI23076566 Old Mutual Personal Finance Trustworthy Selling Module 3 01 June 2023 till 31 May 2024 Verifiable 1,5
FPI23076565 Old Mutual Personal Finance Trustworthy Selling Module 2 01 June 2023 till 31 May 2024 Verifiable 1,5
FPI23076563 Old Mutual Personal Finance Trustworthy Selling Program (Module 1) 01 June 2023 till 31 May 2024 Verifiable 1,5
FPI23076560 Old Mutual Personal Finance CPD Masterclass: Two-Pot Retirement System Continued 11 July 2023 till 10 July 2024 Verifiable 1
FPI23014958 Old Mutual Life Assurance Company Psychology in Employee Benefits - Attached POP. Invoice 103792 23 May 2023 till 22 May 2024 Verifiable 1,5
FPI23014869 Old Mutual Personal Finance CPD RENEWAL: Xplan Financial Planning Tool Module 4 2023 - 2024 CAS-83860-K6F7L1 01 Aug 2023 till 31 July 2024 Verifiable 7
FPI22093926 Old Mutual Personal Finance CPD Renewal: Xplan Financial Planning Tool – Module 3 2023 - 2024 01 Aug 2023 till 31 July 2024 Verifiable 5,5
FPI22114438 Old Mutual Personal Finance Xplan Financial Planning Tool – Module 2 2023 - 2024 01 Aug 2023 till 31 July 2024 Verifiable 5,5
FPI23035482 Old Mutual Personal Finance CPD Renewal Application: Xplan Financial Planning Tool – Module 1 2023 - 2024 01 Aug 2023 till 31 July 2024 Verifiable 6
FPI23014868 Old Mutual Personal Finance CPD Application: GEPF Masterclass Session 2 2023 20 June 2023 till 19 June 2024 Verifiable 1
FPI23035543 Old Mutual Investment Group Fundamentals Q1 06 June 2023 till 05 June 2024 Verifiable 1
FPI23014880 Old Mutual Personal Finance CPD application: Coffee with Legal - The importance of beneficiary nominations 01 June 2023 till 31 May 2024 Verifiable 1
FPI23014870 Old Mutual Personal Finance Trustworthy Selling Program. 01 June 2023 till 31 May 2024 Verifiable 28,5
FPI23014882 Old Mutual Personal Finance CPD Application: Panel Discussion - Proposed Two-Pot Retirement System 10 May 2023 till 09 May 2024 Verifiable 1
FPI23035542 Old Mutual Investment Group 2022 marks this publication’s 8th year! The publication title will remain as Tomorrow 01 May 2023 till 30 April 2024 Verifiable 2
FPI23035541 Old Mutual Investment Group The 10th edition of Long-Term Perspectives looks at the long history of asset class returns. 01 May 2023 till 30 April 2024 Verifiable 0,5
FPI23025298 Old Mutual Wealth NEW_Article: Now is not the Time to Neglect your Culture 01 June 2023 till 31 May 2024 Verifiable 0,5
FPI23014885 Old Mutual Personal Finance CPD Application: GEPF Adviser Masterclass Session 1 (2023) 19 April 2023 till 18 April 2024 Verifiable 0,5
FPI23014877 Old Mutual Personal Finance Changing conversations by using a client's tax assessment 11 April 2023 till 10 April 2024 Verifiable 1
FPI23035486 Old Mutual Personal Finance Giving Priority to your Duty of Care: Maintenance Matters Plan Responsibly 16 March 2023 till 15 March 2024 Verifiable 0,5
FPI22042631 Old Mutual Wealth RENEWAL_Module 3: SEGMENTS and SERVICES 1 June 2023 - 31 May 2024 Verifiable 4
FPI22042639 Old Mutual Wealth RENEWAL_Module 2: GO TO MARKET 1 June 2023 - 31 May 2024 Verifiable 4
FPI22042642 Old Mutual Wealth RENEWAL _ Module 1: Getting ready for take off 1 June 2023 - 31 May 2024 Verifiable 4
FPI22042628 Old Mutual Wealth RENEWAL_Module 4: FEES FOR SERVICES 1 June 2023 - 31 May 2024 Verifiable 3
FPI23035478 Old Mutual Personal Finance CPD NEWSLETTER: Caution Accepting a Nomination as an Executor a 17 March 2023 - 16 Mar 2024 Verifiable 0,5
FPI23035479 Old Mutual Personal Finance CPD NEWSLETTER: General - Financial Planner Acting as Trustee 15 Mar 2023 - 14 Mar 2024 Verifiable 0,5
FPI23035487 Old Mutual Personal Finance CPD Newsletter: Estate Planning- Circumstances Under Which Maint 15 Mar 2023 - 14 Mar 2024 Non-Verifiable 0
FPI23035488 Old Mutual Personal Finance CPDNEWSLETTER Estate Planning - Domestic Partnerships and Testate 15 Mar 2023 - 14 Mar 2024 Verifiable 0,5
FPI23035484 Old Mutual Personal Finance Estate Planning- Marriages Out of Community of Property 15 Mar 2023 - 14 Mar 2024 Verifiable 0,5
FPI23014875 Old Mutual Personal Finance Income Tax: Offshore Transfers and Investing 2. CGT Considerations When Transferring 15 Mar 2023 - 14 Mar 2024 Verifiable 0,5
FPI23014872 Old Mutual Personal Finance CPD App: CPD - Load Spreading Masterclass - Budget Review 2023 14 March 2023 till 13 March 2024 Verifiable 1,5
FPI23025148 Octomate Education (Pty) Ltd Self Driving Cars 01 April 2023 till 31 March 2024 Verifiable 2,5
FPI23025184 Octomate Education (Pty) Ltd CL: Property Policy(COB&CPD) 01 April 2023 till 31 March 2024 Verifiable 4,5
FPI23025177 Octomate Education (Pty) Ltd Commercial Claims for Beginners 11 May 2022 - 10 May 2024 Verifiable 2,5
FPI23025181 Octomate Education (Pty) Ltd CL: Liability Policy (COB&CPD) 01 April 2023 till 31 March 2024 Verifiable 4,5
FPI23025130 Octomate Education (Pty) Ltd CL: Transportation Policy(COB&CPD) 12 May 2023 till 11 May 2024 Verifiable 4,5
FPI23086735 Ninety One SA (Pty) Ltd IP IMPACT: Annuities & Portfolio construction 21 Sept 2023 till 22 Sept 2024 Verifiable 1
FPI23086805 Nedbank Limited Wills Basics 16 Aug 2023 - 16 Aug 2024 Verifiable 1
FPI22094065 Nedbank Limited FPI22094065 | Playing our part in fighting Modern Slavery, Human trafficking and protecting human rights. 26 Jan 2024 to 25 Jan 2025 Verifiable 2
FPI23096867 Nedbank Limited Wealth Management Short Form Estate Planning eLearning Program 31 March 2023 till 31 March 2024 Verifiable 15
FPI23066369 Nedbank Limited Human Centered Leadership 11 May 2023 till 10 May 2024 Verifiable 6
FPI23066368 Nedbank Limited COB: Long Term Insurance 18 July 2023 till 17 July 2024 Verifiable 12,5
FPI23066364 Nedbank Limited Estate Administration 22 Aug 2023 till 21 Aug 2024 Verifiable 6
FPI23025033 Nedbank Limited Ethics, Code of Conduct and Intro to Savings and Investments 05 July 2023 till 04 July 2024 Verifiable 6
FPI23086809 Nedbank Limited Investments Intermediate 22 Aug 2023 till 21 Aug 2024 Verifiable 4
FPI23056215 NBC Holdings (Pty) Ltd FICA Awareness 13 June 2023 till 12 June 2024 Verifiable 1
FPI23056217 NBC Holdings (Pty) Ltd FAIS General Code of Conduct 13 June 2023 till 12 June 2024 Verifiable 1
FPI23056218 NBC Holdings (Pty) Ltd Document Retentions and Digitization Policy 13 June 2023 till 12 June 2024 Verifiable 1
FPI23056067 NBC Holdings (Pty) Ltd Code of Ethical, Professional and Business Conduct 01 June 2023 till 31 May 2024 Verifiable 1
FPI23056069 NBC Holdings (Pty) Ltd PAIA Program 01 June 2023 till 31 May 2024 Verifiable 1
FPI23056068 NBC Holdings (Pty) Ltd POPI Policy 01 June 2023 till 31 May 2024 Verifiable 1
FPI23045611 NBC Holdings (Pty) Ltd Complaints Management Policy 01 May 2023 till 30 April 2024 Verifiable 1
FPI23045610 NBC Holdings (Pty) Ltd Conflict of Interest 30 April 2023 till 29 April 2024 Verifiable 1
FPI23025256 Morningstar Investment Management South Africa (Pty) Ltd Morningstar Adviser 2.0 Webinar - Succession 18 July 2023 till 17 July 2024 Verifiable 1
FPI23025252 Morningstar Investment Management South Africa (Pty) Ltd Morningstar Adviser 2.0 Webinar - Costing and Fees 01 June 2023 till 31 May 2024 Verifiable 1
FPI23025262 Morningstar Investment Management South Africa (Pty) Ltd Morningstar Adviser Forum for Clients - Erinvale 18 May 2023 till 17 May 2024 Verifiable 5,5
FPI22042577 Morningstar Investment Management South Africa (Pty) Ltd 17 March 2023 till 16 March 2024 Verifiable 1
FPI24018017 Moonstone Business School of Excellence Self-Comply Annual Workshop 2024 - FPI24018017 14 Feb 2024 till 14 Feb 2025 Verifiable 1,5
FPI23055987 Momentum Metropolitan Life Limited Rene J Van Rensburg - CPD Application MFP Outcome Matters November 2023 FPI23055987 23 November 2023 till 22 November 2024 Verifiable 1,5
FPI22021649 Milpark Education Short-term Insurance Personal Lines (Class of Business) (STIPL1-OS) 01 June 2023 till 31 May 2024 Verifiable 18
FPI23066421 Milpark Education Investments (IVES2C-OS) 01 June 2023 till 31 May 2024 Verifiable 11
FPI23066418 Milpark Education Tax-free Savings Accounts in Financial Planning (TSAFP1-OS) 01 June 2023 till 31 May 2024 Verifiable 1,5
FPI23066429 Milpark Education Forex Investments (FINV2C-OS) 01 June 2023 till 31 May 2024 Verifiable 4
FPI23066437 Milpark Education Regulation in Banking CPD REGUBA-OS 01 June 2023 till 31 May 2024 Verifiable 6
FPI23066431 Milpark Education Practice Management CPD PMANA1-OS 01 June 2023 till 31 May 2024 Verifiable 6
FPI23066435 Milpark Education How Banks Generate Income CPD BGENIN-OS 01 June 2023 till 31 May 2024 Verifiable 7
FPI23056081 Milpark Education Tax and Retirement Funds TACRF1-OS 01 June 2023 till 31 May 2024 Verifiable 4
FPI23056079 Milpark Education Investment Planning for Business owners IPLBU1-OS 01 June 2023 till 31 May 2024 Verifiable 1
FPI23056074 Milpark Education The POPI Act - PAPAC1 01 June 2023 till 31 May 2024 Verifiable 2
FPI23056071 Milpark Education Disability Cover DISCO1-OS 01 June 2023 till 31 May 2024 Verifiable 2
FPI23066436 Milpark Education Regulatory Requirements for replacements RRRREP10-OS 01 June 2023 till 31 May 2024 Verifiable 1
FPI23056080 Milpark Education Risk and Business Assurance RBIN1-OS 01 June 2023 till 31 May 2024 Verifiable 5
FPI23066422 Milpark Education Social Media Use for Financial Planners SMUFP1-OS 01 June 2023 till 31 May 2024 Verifiable 3
FPI23066420 Milpark Education Social Media Use for KI'S SMUKI1-06 01 June 2023 till 31 May 2024 Verifiable 2
FPI23066428 Milpark Education Long-term Insurance LINS2C-OS 01 June 2023 till 31 May 2024 Verifiable 9
FPI23066426 Milpark Education Investments (Class of Business) INVES1-OS 01 June 2023 till 31 May 2024 Verifiable 11
FPI23056082 Milpark Education Short-term and Long-term Deposits (STLD2C-OS) 01 June 2023 till 31 May 2024 Verifiable 7
FPI23066433 Milpark Education Employee Benefits and Client Engagements (EBCEN1-OS) - FPI23066433 01 June 2023 till 31 May 2024 Verifiable 2
FPI23066430 Milpark Education Ethical Investments (EINVE1-OS) 01 June 2023 till 31 May 2024 Verifiable 2
FPI23056077 Milpark Education Employee Benefits: Risk and Structuring of Risk Benefits (EMBEN1-OS) 01 June 2023 till 31 May 2024 Verifiable 1,5
FPI23066434 Milpark Education Social Media Use (SMEDU1-OS) 01 June 2023 till 31 May 2024 Verifiable 5
FPI23056072 Milpark Education Pension Fund Benefits (PBEN2C-OS) (CPD that uses COB Content code) 01 June 2023 till 31 May 2024 Verifiable 10
FPI23066427 Milpark Education Pension Fund Benefits (Class of Business) PFBEN1-OS 01 June 2023 till 31 May 2024 Verifiable 10
FPI23066419 Milpark Education Investments (Class of Business) INVES1-OS 01 June 2023 till 31 May 2024 Verifiable 6
FPI23066423 Milpark Education Long-term Insurance (Class of Business) LTINS1-OS 01 June 2023 till 31 May 2024 Verifiable 9
FPI23066432 Milpark Education FICA Annual Update (FICAU1-OS) 01 June 2023 till 31 May 2024 Verifiable 6
FPI23066425 Milpark Education Global Investment Strategies (GISTR1-OS) 01 June 2023 till 31 May 2024 Verifiable 2
FPI23066424 Milpark Education Constructing a Client Portfolio (CCPOR1-OS) 01 June 2023 till 31 May 2024 Verifiable 2
FPI23056078 Milpark Education Cultural Diversity in Financial Planning (CDFPL1-OS) 01 June 2023 till 31 May 2024 Verifiable 2
FPI23056076 Milpark Education Administration of Deceased Estates (ADMDE1-OS) - Renewal 01 June 2023 till 31 May 2024 Verifiable 6
FPI23056073 Milpark Education Consequences of Non-Disclosure (CONND1-OS) CPD 01 June 2023 till 31 May 2024 Verifiable 2
FPI22052906 Milpark Education HEALTH SERVICES BENEFITS (CPD REQUIREMENTS OF THE FAIS ACT) HBEN2C-OS 01 June 2023 till 31 May 2024 Verifiable 8
FPI22052910 Milpark Education Short-term and Long-term Deposits (Class of Business) STLTD1-OS 01 June 2023 till 31 May 2024 Verifiable 7
FPI22052907 Milpark Education HEALTH SERVICES BENEFITS (Class of Business) HSBEN1-OS 01 May 2023 till 30 April 2024 Verifiable 8
FPI22021655 Milpark Education Commercial Lines Insurance (CPD) STCO2C-OS 01 June 2023 till 31 May 2024 Verifiable 14
FPI22021652 Milpark Education Short-term Insurance Commercial Lines (Class of Business) STICL1-OS 01 June 2023 till 31 May 2024 Verifiable 16
FPI22021653 Milpark Education Structured Deposits (SDEP2C-OS) 01 June 2023 till 31 May 2024 Verifiable 5
FPI22021651 Milpark Education Structured Deposits (Class of Business) STDEP1-OS 01 June 2023 till 31 May 2024 Verifiable 5
FPI22021647 Milpark Education Short-term Personal Lines (STPE2C-OS) 2023 01 June 2023 till 31 May 2024 Verifiable 15
FPI22021649 Milpark Education Short-term Insurance Personal Lines (Class of Business) STIPL1-OS - 2023 01 June 2023 till 31 May 2024 Verifiable 17,5
FPI22052901 Milpark Education Short-term Insurance Personal Lines (STPE2C-OS) 1 June 2023 - 31 May 2024 Verifiable 12
FPI22052905 Milpark Education Short-term Personal Lines (COB) STIPL-OS 1 June 2023 - 31 May 2024 Verifiable 10,5
FPI24018065 Mentenova Mentenova Roadshow 12 Feb 2024 till 30 April 2024 Verifiable 0,5
FPI23117405 Masthead (Pty) Ltd Exceptional Assistant -Improve Efficiencies to Increase Profits. 04 March 2024 till 03 March 2025 Verifiable 5,5
FPI24017848 Masthead (Pty) Ltd Learning how to Build a Robust Financial Management Model, 12 July 2023 - 12 July 2024 Verifiable 3
FPI23117404 Masthead (Pty) Ltd the RE 1 and RE 5 Preparation. 25 Jan 2024 till 24 Jan 2025 25 Jan 2024 till 24 Jan 2025 Verifiable 8
FPI23117403 Masthead (Pty) Ltd Ethics and Corporate Governance Online Course 12 Dec 2023 till 11 Dec 2024 Verifiable 2
FPI23117407 Masthead (Pty) Ltd Develop a Risk Management Plan to protect your business, employees and client webinar. 13 Feb 2023 till 12 Feb 2024 Verifiable 3
FPI23117403 Masthead (Pty) Ltd Ethics and Corporate Governance Online Course 12 Dec 2023 till 11 Dec 2024 Verifiable 2
FPI23096926 Masthead (Pty) Ltd Understanding the Impact of Fit and Proper Requirements on FSPs, KIs and Reps first presentation is 14 November. 14 November 2023 till 13 November 2024 Verifiable 2,5
FPI23096923 Masthead (Pty) Ltd How to Prepare for a FIC Inspection 16 Nov 2023 till 15 Nov 2024 Verifiable 3
FPI23096924 Masthead (Pty) Ltd Mastering Compliance Bulk Newsletter valid from the 25th of October 25 Nov 2023 till 24 Nov 2024 Verifiable 0,5
FPI23107158 Masthead (Pty) Ltd Driving Success Part 3 18 Oct 2023 till 17 Oct 2024 Verifiable 0,5
FPI23107157 Masthead (Pty) Ltd Express CPD Bulk newsletter 1 18 Oct 2023 till 17 Oct 2024 Verifiable 0,5
FPI23096927 Masthead (Pty) Ltd Operational Efficiency – Deliver on Promises and Drive Growth start date 7 December. 07 Dec 2023 till 06 Dec 2024 Verifiable 2,5
FPI23076652 Masthead (Pty) Ltd Driving success in challenging times Part 2, 01 Sept 2023 till 31 Aug 2024 Verifiable
FPI23055967 Masthead (Pty) Ltd Understanding the General Code of Conduct 18 Oct 2023 till 17 Oct 2024 Verifiable 3
FPI23076656 Masthead (Pty) Ltd Treating Customers Fairly – How to Successfully Embed TCF Outcomes in Your FSP 01 Nov 2023 till 31 Oct 2024 Verifiable 3
FPI23066417 Masthead (Pty) Ltd A Practical Guide to Developing Your Own FICA RMCP 21 Sept 2023 till 20 Sept 2024 Verifiable 6,5
FPI23066415 Masthead (Pty) Ltd The Importance of Succession Planning Course due 31 July 01 Aug 2023 till 31 July 2024 Verifiable 0,5
FPI23066413 Masthead (Pty) Ltd Risks and Responsibilities of Information Officers Course due on the 26th of July. 28 July 2023 till 27 July 2024 Verifiable 1
FPI23066416 Masthead (Pty) Ltd How to create a Business Plan that Works due 8 August 08 August 2023 till 07 Aug 2024 Verifiable 3
FPI23066412 Masthead (Pty) Ltd Understanding Cybersecurity Risks Online Course 11 July 2023 till 10 July 2024 Verifiable 2
FPI23066414 Masthead (Pty) Ltd Getting to Grips with Cybersecurity valid from5 July 05 July 2023 till 04 July 2024 Verifiable 2
FPI23035502 Masthead (Pty) Ltd Body Corporate Online Course today that should be valid from 7 June 07 June 2023 till 06 June 2024 Verifiable 2
FPI23055968 Masthead (Pty) Ltd MasterClass 2023 – Bloemfontein 22 June 2023 till 21 June 2024 Verifiable 3
FPI23055966 Masthead (Pty) Ltd POPI – Your Risks and Responsibilities as an Information Officer 17 May 2023 till 16 May 2024 Verifiable 1
FPI23055969 Masthead (Pty) Ltd Driving Success in Challenging Times Part 1 30 May 2023 till 29 May 2024 Verifiable 1
FPI23035507 Masthead (Pty) Ltd Key Individual – Understanding Your Role and Responsibilities, can this be valid from 18 May. 19 May 2023 till 18 May 2024 Verifiable 3
FPI23035504 Masthead (Pty) Ltd Requirements and Impact of FICA on Accountable Institutions please advise 13 June 2023 till 12 June 2024 Verifiable 5
FPI23025025 Masthead (Pty) Ltd Application for Regulatory Update – Know the Impact please let us know when we can expect the approval 13 April 2023 till 12 April 2024 Verifiable 3
FPI23025028 Masthead (Pty) Ltd TCF AND POPI ACT 16 March 2023 - 16 March 2024 Verifiable 1
FPI23107206 Marriott Asset Management Marriott Roadshow Oct 2023 11 Oct 2023 till 01 Nov 2024 Verifiable 0,5
FPI23107172 M & G Investments M&G Consider This Q4 2023 24 Jan 2024 - 23 Jan 2025 Verifiable 1,5
FPI23107170 M & G Investments Unit Trusts South Africa (RF) Ltd M&G Consider This Q3 2023 01 Oct 2023 till 30 Sept 2024 Verifiable 1
FPI23045663 M & G Investments Unit Trusts South Africa (RF) Ltd M&G Investments Consider This Q2 2023 publication 26 July 2023 till 25 July 2024 Verifiable 0,5
FPI23045665 M & G Investments Unit Trusts South Africa (RF) Ltd M&G Investments Consider This Q1 2023 publication 11 April 2023 till 10 April 2024 Verifiable 1,5
FPI23025330 Liberty Group Limited FPI23025330 - Estate Planning Workshop 1 Feb 2024 - 1 Feb 2025 Verifiable 3
FPI23066282 LIBERTY GROUP LIMITED Business Insurance workshop 01 Nov 2023 till 31 May 2024 Verifiable 2,5
FPI23066281 LIBERTY GROUP LIMITED FPI23066281 - Navigating AI - Business Practices, Ethics and Regulation 01 Sept 2023 till 31 May 2024 Verifiable 3,5
FPI23066280 LIBERTY GROUP LIMITED FPI23066280 - Building a Strong Value Proposition for Success 01 Sept 2023 till 31 May 2024 Verifiable 2,5
FPI23066302 LIBERTY GROUP LIMITED Power of the changing consumer part 3 - invoice nr 105609 01 Sept 2023 till 31 May 2024 Verifiable 1,5
FPI22063201 LIBERTY GROUP LIMITED Power of the changing consumer part 2 - invoice nr 105609 01 Sept 2023 till 31 May 2024 Verifiable 4,5
FPI22063205 LIBERTY GROUP LIMITED Power of the changing consumer part 1 - invoice nr 103806 01 Sept 2023 till 31 May 2024 Verifiable 4,5
FPI23086752 LIBERTY GROUP LIMITED Empowered Leadership: Leading Change & Driving Performance 01 Aug 2023 till 31 May 2024 Verifiable 2
FPI22063203 LIBERTY GROUP LIMITED Investment Pre and Post Retirement - FPI22063203 01 Aug 2023 till 31 July 2024 Verifiable 2,5
FPI22032058 LIBERTY GROUP LIMITED The Power of the consumer - FPI22032058 01 Aug 2023 till 31 July 2024 Verifiable 7
FPI23076558 LIBERTY GROUP LIMITED Ethics and annual reviews - FPI23076558 01 Aug 2023 till 31 July 2024 Verifiable 1,5
FPI23076673 LIBERTY GROUP LIMITED Ethical Decision Making in an uncertain world - FPI23076673 01 Aug 2023 till 31 July 2024 Verifiable 5,5
FPI23076672 LIBERTY GROUP LIMITED Ethical Behaviour from an Industry Perspective - FPI23076672 01 Aug 2023 till 31 July 2024 Verifiable 0,5
FPI23076591 LIBERTY GROUP LIMITED Greylisting - its not all doom and gloom - FPI23076591 01 Aug 2023 till 31 July 2024 Verifiable 1
FPI23076557 LIBERTY GROUP LIMITED PTA Field Engagement 2023 - FPI23076557 01 July 2023 till 31 May 2024 Verifiable 1,5
FPI23045613 LIBERTY GROUP LIMITED Financial Wellness for Financial Advisers 01 July 2023 till 31 May 2024 Verifiable 2,5
FPI22032056 LIBERTY GROUP LIMITED Enhancing my value proposition using design thinking principles series Part 3 01 July 2023 till 31 May 2024 Verifiable 1
FPI23066274 LIBERTY GROUP LIMITED Enhancing my value proposition using design thinking principles series Part 2 01 July 2023 till 31 May 2024 Verifiable 0,5
FPI23025329 LIBERTY GROUP LIMITED Financial Wellness for Financial Advisers 01 July 2023 till 31 May 2024 Verifiable 1
FPI22032055 LIBERTY GROUP LIMITED Financial Coaching Module 4: Advice and Recommendations - Critical Conversation 01 June 2023 till 31 May 2024 Verifiable 3
FPI22032053 LIBERTY GROUP LIMITED Financial Coaching Module 2: Value Proposition 01 June 2023 till 31 May 2024 Verifiable 4,5
FPI22032050 LIBERTY GROUP LIMITED What is Financial Coaching : Module 1 01 June 2023 till 31 May 2024 Verifiable 6
FPI22032049 LIBERTY GROUP LIMITED Shifting from Sales to Sales through Advice 01 June 2023 till 31 May 2024 Verifiable 1
FPI22032048 LIBERTY GROUP LIMITED Financial Coaching - Crucial Conversations 01 June 2023 till 31 May 2024 Verifiable 1
FPI22083569 LIBERTY GROUP LIMITED Financial Coaching: Module 3 - Confidently engage clients & build successful relationships 01 June 2023 till 31 May 2024 Verifiable 2
FPI22083568 LIBERTY GROUP LIMITED Mastering Holistic Financial Planning through Regular Client Engagements 01 June 2023 till 31 May 2024 Verifiable 3
FPI22083574 LIBERTY GROUP LIMITED Develop a Growth mindset for success 01 June 2023 till 31 May 2024 Verifiable 1,5
FPI22083565 LIBERTY GROUP LIMITED Dementia Awareness 01 June 2023 till 31 May 2024 Verifiable 2
FPI23055906 Liberty Corporate Liberty Leading-Edge Insight Series Symposium 12 Oct 2023 till 11 Oct 2024 Verifiable 4
FPI23055911 Liberty Corporate New Advisers Workshop - Industry and Legislation of Pension Funds 16 Aug 2023 till 15 Aug 2024 Verifiable 1,5
FPI23055910 Liberty Corporate Employers Withdrawal and Retirement Claims 13 July 2023 till 31 May 2024 Verifiable 1,5
FPI23055905 Liberty Corporate EMPLOYERS DEATH CLAIMS WORKSHOP 16 June 2023 till 31 May 2024 Verifiable 2
FPI23055909 Liberty Corporate Employers Billing session scheduled for 25 May 2023. 31 May 2023 till 30 May 2024 Verifiable 1,5
FPI23117389 "Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo " Income Options at Retirement – FPI23117389 01 Nov 2023 till 30 Oct 2024 Verifiable 1
FPI23117392 "Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo " Retirement and Tax – FPI23117392 24 Aug 2023 till 23 Aug 2024 Verifiable 1
FPI23096929 "Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo " Testamentary Advice Module 5 – FPI23096929 01 November 2023 till 31 October 2024 Verifiable 11
FPI23086787 "Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo " Testamentary Advice Module 10 – FPI23086787 15 Oct 2023 till 14 Oct 2024 Verifiable
FPI23086786 "Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo " Testamentary Advice Module 9 – FPI23086786 01 Sept 2023 till 31 Aug 2024 Verifiable 3
FPI23086789 "Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo " CLS Last Will and Testament – FPI23086789 01 Sept 2023 till 31 Aug 2024 Verifiable 1,5
FPI23086788 Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo Two Pot System – FPI23086788. 07 Sept 2023 till 06 Sept 2024 Verifiable 1,5
FPI23056206 Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo Testamentary Advice – Module 8 – FPI23056206 18 Aug 2023 till 17 Aug 2024 Verifiable 3
FPI23045797 Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo Testamentary Advice – Module 4 – FPI23045797 11 Aug 2023 till 10 Aug 2024 Verifiable 5,5
FPI23086740 Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo Advice Tech Masterclass – Session 5 – FPI23086740 03 Aug 2023 till 02 Aug 2024 Verifiable 1
FPI23086739 Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo Getting the most out of your Technology – FPI23086739 15 Aug 2023 till 14 Aug 2024 Verifiable 1,5
FPI23076593 Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo WhatsApp Marketing Masterclass 05 June 2023 till 04 June 2024 Verifiable 1,5
FPI23086703 Juacois Consulting Integrating Compliance into your Advice process 25 July 2023 till 24 July 2024 Verifiable 1
FPI23076509 Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo New CPD Application - Advice Tech FNA Masterclass Session 4 06 July 2023 till 05 July 2024 Verifiable 1,5
FPI23066254 Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo Day of CPD 2023 13 July 2023 till 12 July 2024 Verifiable 5,5
FPI23066256 Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo Testamentary Advice – Module 7 FPI23066256 01 July 2023 till 31 June 2024 Verifiable 4,5
FPI23055942 Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo Testamentary Advice – Module 6 FPI23055942 Testamentary Advice – Module 6 FPI23055942 Verifiable 6
FPI23056207 Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo Advice Tech FNA Masterclass - Session 3 05 May 2023 till 04 May 2024 Verifiable 1,5
FPI23055996 Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo Advice Tech FNA Masterclass – Session 2 – FPI23055996 18 May 2023 till 17 May 2024 Verifiable 1
FPI23055892 Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo 7 Powerful Habits to Build a Legendary Services Practice – FPI23055892 01 June 2023 till 31 May 2024 Verifiable 1
FPI23055893 Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo Testamentary Advice – Module 3 – 01 June 2023 till 31 May 2024 Verifiable 4
FPI22124588 Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo Testamentary Advice Module 2 – FPI22124588. 30 April 2023 till 29 April 2024 Verifiable 2,5
FPI23025077 Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo Testamentary Advice Module 1 – FPI23025077. 31 March 2023 till 30 March 2024 Verifiable 2,5
FPI23025095 Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo Purpose Driven Trusts – FPI23025095. 30 April 2023 till 29 April 2024 Verifiable 1
FPI23045803 Juacois Consulting Independent Investment Solutions: Quarterly Update – FPI23045803. 19 April 2023 till 18 April 2024 Verifiable 1
FPI22114325 Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo Advice Tech FNA Masterclass - Session 1 27 March 2023 till 26 March 2024 Verifiable 1,2
FPI23025096 Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo Post Retirement – How a mistake cost a Financial Adviser almost R200 000 – Case Study – FPI23025096 01 April 2023 till 31 March 2024 Verifiable 1,5
FPI23045798 Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo 7 Focus Areas for your Practice in the next 12 months  – FPI23045798. 05 April 2023 till 04 April 2024 Verifiable 1,5
FPI23066301 Jigsaw Solutions Fraud Awareness 01 July 2023 till 30 June 2024 Verifiable 1
FPI23107204 Jigsaw Solutions FICA RMCP 20 Oct 2023 till 19 Oct 2024 Verifiable 1
FPI23107175 Jigsaw Solutions POPIA Refresher 25 Oct 2023 till 24 Oct 2024 Verifiable 0,5
FPI23096870 Jigsaw Solutions FICA Refresher 01 Oct 2023 till 30 September 2024 Verifiable 0,5
FPI23096869 Jigsaw Solutions FICA Program 15 Sept 2023 till 14 Sept 2024 Verifiable 1
FPI23086863 Jigsaw Solutions POPIA Program 01 Oct 2023 till 30 Sept 2024 Verifiable 1,5
FPI23086798 Jigsaw Solutions An Introduction to Market Conduct 01 Sept 2023 till 31 Aug 2024 Verifiable 0,5
FPI23096966 ISS Compliance FIC Refresher Webinar 12 Sept 2023 till 11 Sept 2024 Verifiable 3
FPI23056169 ISS Compliance FIC Refresher 01 July 2023 till 30 June 2024 Verifiable 2,5
FPI23117551 Investec Bank Limited Stay Connected Episode 4 28 Feb 2024 - 27 Feb 2025 Verifiable 0,5
FPI23117543 Investec Bank Limited Macro Monday – Economic & Market Update -Dec 2024 01 Dec 2024 till 31 Dec 2024 Verifiable 2,5
FPI23117554 Investec Bank Limited Macro Monday – Economic & Market Update -Nov 2024 01 Nov 2024 till 30 Nov 2024 Verifiable 2
FPI23117553 Investec Bank Limited Macro Monday – Economic & Market Update -Oct 2024 01 Oct 2024 till 30 Oct 2024 Verifiable 2
FPI23117545 Investec Bank Limited Macro Monday – Economic & Market Update -Sep 24 01 Sept 2024 till 30 Sept 2024 Verifiable 2,5
FPI23096977 Investec Bank Limited Macro Monday – Economic & Market Update -Aug 24 01 Aug 2024 till 31 Aug 2024 Verifiable 2
FPI23107127 Investec Bank Limited Macro Monday – Economic & Market Update -Jul 2024 01 July 2024 till 31 July 2024 Verifiable 2,5
FPI23117550 Investec Bank Limited Macro Monday – Economic & Market Update -Jun 2024 01 June 2024 till 30 June 2024 Verifiable 2
FPI23117548 Investec Bank Limited Macro Monday – Economic & Market Update -May2024 01 May 2024 till 31 May 2024 Verifiable 0,5
FPI23117547 Investec Bank Limited Macro Monday – Economic & Market Update -April 2024 01 April 2024 till 30 April 2024 Verifiable 2
FPI23117546 Investec Bank Limited Macro Monday – Economic & Market Update -Mar 2024 04 March 2024 till 31 March 2024 Verifiable 2
FPI23076516 Investec Bank Limited US case study 26 Oct 2023 till 25 Oct 2024 Verifiable 1,5
FPI23076518 Investec Bank Limited Structured Product Thought Leadership Session 10 Nov 2023 till 09 Nov 2024 Verifiable 1
FPI23107128 Investec Bank Limited PWM webinar: Understanding current fraud risks and money laundering and how to mitigate these 02 Nov 2023 till 01 Nov 2024 Verifiable 1
FPI23076510 Investec Bank Limited Tax-Situs Training 2023 27 Sept 2023 till 26 September 2024 Verifiable 1,5
FPI23076526 Investec Bank Limited Annual FAIS Awareness Training - 2023 06 Sept 2023 till 05 Sept 2024 Verifiable 1
FPI23076523 Investec Bank Limited Session 4-Understanding the economy- for better advice and decisions. 13 Sept 2023 till 12 Sept 2024 Verifiable 1
FPI23066260 Investec Bank Limited Complexities of Endowment Policies with non-resident role players 16 Aug 2023 till 15 Aug 2024 Verifiable 1,5
FPI23086700 Investec Bank Limited Structured Products Training - FPI23086700 28 July 2023 till 27 July 2024 Verifiable 0,5
FPI23066258 Investec Bank Limited Private Markets Training 01 July 2023 till 30 June 2024 Verifiable 1
FPI23025036 Investec Bank Limited Session 3-Understanding the economy- for better advice and decisions. 11 July 2023 till 10 July 2024 Verifiable 1
FPI22114345 Investec Bank Limited Data Privacy 19 June 2023 till 18 June 2024 Verifiable 1,5
FPI22114342 Investec Bank Limited Trusts & Wills Estate planning 31 May 2023 till 30 May 2024 Verifiable 1,5
FPI23045844 Investec Bank Limited Understanding the Role of Money in a Modern Economy 2 12 may 2023 till 11 may 2024 Verifiable 1
FPI23045740 Investec Bank Limited Understanding the Role of Money in a Modern Economy 1 10 May 2023 till 09 May 2024 Verifiable 1
FPI22114344 Investec Bank Limited FPI22114344 -CPD-Loan Tax application 18 April 2023 till 17 April 2024 Verifiable 1,5
FPI22114346 Investec Bank Limited Stay Conneceted, Episode 1 = Intermediary technology roadmap and fraud risk training 16 March 2023 till 15 March 2024 Verifiable 0,5
FPI23045751 Intuition Publishing Ltd ESG Programme 01 Nov 2023 till 31 Oct 2024 Verifiable 10,5
FPI23045746 Intuition Publishing Ltd Overview of Financial Markets FPI 23045746 28 April till 27 April 2024 Verifiable 11
FPI23045753 Intuition Publishing Ltd Economic Analysis FPI 23045753 19 April 2023 till 18 April 2024 Verifiable 11,5
FPI23045752 Intuition Publishing Ltd Financial Statement Analysis FPI23045752 20 April 2023 till 19 April 2024 Verifiable 7,5
FPI23045745 Intuition Publishing Ltd Credit risk management – FPI 23045745 20 April 2023 till 19 April 2024 Verifiable 6,5
FPI24028084 Insurance Publications FAnews - February 2024 Edition - FPI24028084 14 Feb 2024 - 31 Dec 2024 Verifiable 5
FPI23086709 Insurance Publications FAnews November 2023 Edition - FPI23086709 16 November 2023 till 15 November 2024 Verifiable 4
FPI23107131 Insurance Publications FAnews October 2023 Edition 16 Oct 2023 till 15 Oct 2024 Verifiable 4
FPI22021747 Insurance Publications FAnews - August 2023 - FPI22021747 15 Aug 2023 till 14 Aug 2024 Verifiable 4
FPI22021745 Insurance Publications FAnews June 2023 Edition - FPI22021745 14 June 2023 till 13 June 2024 Verifiable 3
FPI23035607 Insurance Publications FA News April 2023 Edition 18 April 2023 till 17 April 2024 Verifiable 3
FPI23107205 Infinitus Risk Management New programme for approval - Superhero Training: Advice Process and General Code of Conduct 19 Oct 2023 till 18 Oct 2024 Verifiable 0,5
FPI23107189 Infinitus Risk Management Superhero Training: FIC RMCP and CDD 2023/24 18 Oct 2023 till 17 Oct 2024 Verifiable 2,5
FPI23055963 Infinitus Risk Management Service (Pty) Ltd Financial Intelligence Centre Act Programme 11 May 2023 till 10 May 2024 Verifiable 5,5
FPI23056204 ICS Academy (Pty) Ltd Anti-Money Laundering Course Renewal 10 July 2023 till 09 July 2024 Verifiable 4,5
FPI23056200 ICS Academy (Pty) Ltd FICA Reporting Requirements course submission 10 July 2023 till 09 July 2024 Verifiable 1,5
FPI23055959 ICS Academy (Pty) Ltd Marketing and Advertising Course 11 May 2023 till 10 May 2024 Verifiable 3,5
FPI23045842 ICS Academy (Pty) Ltd THE POPI ACT - A REGULATORY FRAMEWORK 10 May 2023 till 09 May 2024 Verifiable 2
FPI23055864 ICS Academy (Pty) Ltd TREATING CUSTOMERS FAIRLY - AN OUTCOMES- BASED FINANCIAL CUSTOMER PROTECTION INITIATIVE 10 May 2023 till 09 May 2024 Verifiable 3
FPI22104160 ICS Academy (Pty) Ltd ANTI-MONEY LAUNDERING – A REGULATORY FRAMEWORK 10 May 2023 till 09 May 2024 Verifiable 3,5
FPI23055888 ICS Academy (Pty) Ltd MiFID II Course Renewal 11 May 2023 till 10 May 2024 Verifiable 1
FPI23107164 ICS Academy (Pty) Ltd AN OVERVIEW OF SOCIAL MEDIA IN THE FINANCIAL SERVICES INDUSTRY 01 Nov 2023 till 31 Oct 2024 Verifiable 1
FPI23107163 ICS Academy (Pty) Ltd Debarment Course Submitted 21 November 2023 till 20 November 2024 Verifiable 0,5
FPI23107162 ICS Academy (Pty) Ltd FOREIGN PROMINENT PUBLIC OFFICIALS & DOMESTIC PROMINENT INFLUENTIAL PERSONS 21 November 2023 till 20 November 2024 Verifiable 0,5
FPI23086812 ICS Academy (Pty) Ltd CONFLICTS OF INTEREST – AN OVERVIEW IN TERMS OF FAIS 19 Oct 2023 till 18 Oct 2024 Verifiable 1
FPI23086839 ICS Academy (Pty) Ltd Services under Supervision 18 Oct 2023 till 17 Oct 2024 Verifiable 1
FPI23056205 ICS Academy (Pty) Ltd Honesty, Integrity & Good Standing and Services under Supervision Courses 18 Oct 2023 till 17 Oct 2024 Verifiable 1
FPI23056201 ICS Academy (Pty) Ltd FATCA & CRS Course submitted 17 Oct 2023 till 16 Oct 2024 Verifiable 2
FPI23055889 ICS Academy (Pty) Ltd Complaints – An overview of selected legislative provisions course submitted 17 Oct 2023 till 16 Oct 2024 Verifiable 2,5
FPI23086849 ICS Academy (Pty) Ltd Corporate Governance course submitted 01 Oct 2023 till 30 Sept 2024 Verifiable 4
FPI23086841 ICS Academy (Pty) Ltd THE FAIS ACT – A REGULATORY FRAMEWORK 01 Sept 2023 till 31 Aug 2024 Verifiable 2,5
FPI23086848 ICS Academy (Pty) Ltd FAIS RENEWAL COURSE 07 September 2023 till 06 September 2024 Verifiable 2,5
FPI23086840 ICS Academy (Pty) Ltd MARKET ABUSE COURSE RENEWAL 01 Sept 2023 till 31 Aug 2024 Verifiable 2
FPI23056202 ICS Academy (Pty) Ltd THE FAIS ACT - A REGULATORY OVERVIEW OF ONGOING OBLIGATIONS course renewal 01 Sept 2023 till 31 Aug 2024 Verifiable 2
FPI23055887 ICS Academy (Pty) Ltd Accounting and Auditing Requirements Course 24 July 2023 till 23 July 2024 Verifiable 1
FPI23035430 ICS Academy (Pty) Ltd Record Keeping Course 24 July 2023 till 23 July 2024 Verifiable 1,5
FPI24017743 Horizon Compliance AML & FICA Advance course training 04 Feb 2024 till 31 Jan 2025 Verifiable 5
FPI24017747 Horizon Compliance AML & FICA General course training 01 Feb 2024 till 31 Jan 2025 Verifiable 5
FPI24017745 Horizon Compliance Ethics and Professional Conduct 29 Feb 2024 to 28 Feb 2025 Verifiable 2
FPI24017742 Horizon Compliance POPI Advanced Training 01 Feb 2024 till 31 Jan 2025 Verifiable 2,5
FPI24017748 Horizon Compliance FAIS Complaints Management Course 01 Feb 2024 till 31 Jan 2025 Verifiable 1
FPI24017744 Horizon Compliance POPI Awareness Training 01 Feb 2024 till 31 Jan 2025 Verifiable 1,5
FPI23107075 Grey Matter Thinking (Pty) Ltd Credit College 02 Oct 2023 till 01 Oct 2024 Verifiable 33
FPI23127734 Global Africa Network Blue Chip Journal (magazine) due out 1 February. 01 Feb 2024 - 31 Dec 2024 Verifiable 2,5
FPI23076631 Global Africa Network Blue Chip Journal - Edition 88 (August - October) 01 Aug 2023 till 31 July 2024 Verifiable 3
FPI23045614 Global Africa Network Offshore Round Table Discussion video. Registration Number FPI23045614. 05 May 2023 till 04 May 2024 Verifiable 0,5
FPI23035522 Global Africa Network Blue Chip Journal - Edition 87 (April - June 2023) 05 April 2023 till 04 April 2024 Verifiable 3
FPI23035364 Global Africa Network Media Retirement Planning: Guiding Clients to Financial Security 15 March 2023 till 14 March 2024 Verifiable 0,5
FPI23107137 Glacier Financial Holdings How estate duty impacts investments: Session 3: 2023 21 Nov 2023 till 20 Nov 2024 Verifiable 1,5
FPI23107139 Glacier Financial Holdings How estate duty impacts investments: Session 2 11 Oct 2023 till 10 Oct 2024 Verifiable 2,5
FPI23076490 Glacier Financial Holdings Glacier Invest Summit 2023 05 Sept 2023 till 04 Sept 2024 Verifiable 3,5
FPI22083795 Glacier Financial Holdings How Estate Duty Impacts Investments: Session 1 2023 19 Sept 2023 till 18 Sept 2024 Verifiable 1,5
FPI22083792 Glacier Financial Holdings Glacier Tax Webinar 25 Aug 2023 till 24 Aug 2024 Verifiable 3
FPI22083785 Glacier Financial Holdings Glacier Shariah Investment Summit 2023 27 June 2023 till 31 May 2024 Verifiable 1,5
FPI24028154 Fundnews Africa CC Fundnews Symposium 07-Mar-24 Verifiable 6,5
FPI23076592 FundNews Africa CC 3rd Quarter 2023 Magazine 03 July 2023 till 02 July 2024 Verifiable 2
FPI23045818 FundNews Africa CC 2nd Quarter 2023 Magazine "The fragility factor" 01 April 2023 till 31 March 2024 Verifiable 3
FPI23055885 Full Value Financial Services Mechanics of Equity Markets 03 May 2023 till 02 May 2024 Verifiable 3
FPI23055882 Full Value Financial Services Future Principles 03 May 2023 till 02 May 2024 Verifiable 1,5
FPI22093945 Full Value Financial Services Fintech 03 May 2023 till 02 May 2024 Verifiable 6,5
FPI23055950 Full Value Financial Services BONDs : Face-Face workshop 10 May 2023 till 09 May 2024 Verifiable 13,5
FPI23055883 Full Value Financial Services SA Money Markets Theory 03 May 2023 till 02 May 2024 Verifiable 2
FPI23055884 Full Value Financial Services Intro to Technical Analysis 03 May 2023 till 02 May 2024 Verifiable 4
FPI23055881 Full Value Financial Services Foreign Exchange Principles 03 May 2023 till 02 May 2024 Verifiable 3
FPI23055947 Full Value Financial Services FRAS and Swap Derivatives Face 2 Face Workshop 09 May 2023 till 08 May 2024 Verifiable 9,5
FPI23025315 FPI Centre for Professional Development Crypto Tax 103 Webinar 06 June 2023 till 05 June 2024 Verifiable 1
FPI23025313 FPI Centre for Professional Development Crypto Tax 102 Webinar 30 May 2023 till 29 May 2024 Verifiable 1
FPI23025321 FPI Centre for Professional Development Crypto Tax 101 Webinar 18 May 2023 till 17 May 2024 Verifiable 1
FPI23025318 FPI Centre for Professional Development Neglected trusts in South Africa Webinar 23 May 2023 till 22 May 2024 Verifiable 1
FPI22094036 FNB Financial Advisory Strategic Thinking - 5/10 FREE PROGRAMME 2022 22 Sept 2023 till 31 May 2024 Verifiable 1
FPI22094034 FNB Financial Advisory Integrated Advice Academy - Developing a Practice Management capability(A4) 01 July 2023 till 31 May 2024 Verifiable 16
FPI22094031 FNB Financial Advisory Integrated Advice Academy - Developing a Holistic Industry View - Anchor 2 01 July 2023 till 31 May 2024 Verifiable 5
FPI22094032 FNB Financial Advisory Integrated Advice Academy - Understanding the client needs and challenges - Anchor 1 01 July 2023 till 31 May 2024 Verifiable 16,5
FPI22094035 FNB Financial Advisory Emotional intelligence 20 June 2023 till 31 May 2024 Verifiable 1
FPI22104275 FNB Financial Advisory Critical Thinking CPD Application 14 June 2023 till 31 May 2024 Verifiable 1
FPI23096864 Financial Sector Conduct Authority Over the Counter (OTC) Derivative Providers - Regulatory and Licensing Requirements 01 November 2023 till 31 October 2024 Verifiable 2
FPI23066313 Financial Sector Conduct Authority FAIS Competency Requirements Part 3 - start date as of date of approval 31 July 2023 till 30 July 2024 Verifiable 1
FPI23066315 Financial Sector Conduct Authority FAIS Competency Requirements Part 2 - start date as of date of approval 31 July 2023 till 30 July 2024 Verifiable 1
FPI23066312 Financial Sector Conduct Authority FAIS Competency Requirements Part 1B - start date as of date of approval 31 July 2023 till 30 July 2024 Verifiable 1
FPI23066314 Financial Sector Conduct Authority FAIS Competency Requirements - Part 1A - start date as of date of approval 31 July 2023 till 30 July 2024 Verifiable 1
FPI23066304 Financial Sector Conduct Authority Q1 Webinar Money Laundering - start date as of date of approval this one is 2 hours long 01 Aug 2023 till 31 July 2024 Verifiable 1
FPI23086706 FFG Health & Employee Benefits The People Company NHI Masterclass 22 Aug 2023 till 21 Aug 2024 Verifiable 8
FPI23086707 FFG Health & Employee Benefits The People Company NHI Quo vadis 01 July 2023 till 20 July 2024 Verifiable 1,5
FPI23076530 FFG Health & Employee Benefits The People Company Choose wisely and fuel up 12 July 2023 till 11 July 2024 Verifiable 1
FPI23076535 FFG Health & Employee Benefits The People Company Ethics and medical Schemes 16 June 2023 till 15 June 2024 Verifiable 4,5
FPI23045634 FFG Health & Employee Benefits The People Company Prescribed Minimum Benefits FPI 23045634 1 May 2023 - 30 April 2024 Verifiable 1.5
FPI23045635 FFG Health & Employee Benefits The People Company Rights of Medical Scheme Members FPI 23045635 01 Mat 2023 till 30 April 2024 Verifiable 2,5
FPI23035540 FFG Health & Employee Benefits The People Company Build a resilient brokerage - How to remain in control 21 April 2023 till 20 April 2024 Verifiable 2,5
FPI23076637 Equilibrium Investment Management (Pty) Ltd FPI23076637 - Consult - 2nd Quarter 2023 Feedback Session 01 Aug 2023 till 31 July 2024 Verifiable 1
FPI23076636 Equilibrium Investment Management (Pty) Ltd FPI23076636 - Macroeconomic outlook – Q2 2023 01 Aug 2023 till 31 July 2024 Verifiable 1
FPI23117457 Elite Wealth (Pty) Ltd Elite Wealth Admin Fin Planning Software Training Renewal 01 Jan 2024 till 31 Dec 2024 Verifiable 4,5
FPI23035438 Encore SA Module 8 Business Planning and Strategy 08 March 2023 till 07 March 2024 Verifiable 3,5
FPI23035377 Encore SA Module 6 Management, Leadership, Development, Remuneration and Incentives 08 March 2023 till 07 March 2024 Verifiable 3,5
FPI23035376 Encore SA Module 5 Peopling Your Process 08 March 2023 till 07 March 2024 Verifiable 3
FPI23035443 Encore SA Module 4 Enhanced Service Processing 01 May 2023 till 30 April 2024 Verifiable 2,5
FPI23035445 Encore SA Module 2 – Value Proposition 08 March 2023 till 07 March 2024 Verifiable 3,5
FPI23055957 Employee Benefits Network (Pty) Ltd Pensions World SA Q2 2023 11 May 2023 till 10 May 2024 Verifiable 3,5
FPI23117456 Elite Wealth (Pty) Ltd Elite Wealth Admin Software Training Renewal 02 Feb 2024 till 01 Feb 2025 Verifiable 4
FPI23045701 Edward Nathan Sonnenbergs Incorporated ESG Masterclass - EU Green Deal 08 May 2023 till 07 May 2024 Verifiable 1
FPI23025111 Edward Nathan Sonnenbergs Incorporated ESG masterclass: Competition 05 May 2023 till 04 May 2024 Verifiable 1
FPI23045700 Edward Nathan Sonnenbergs Incorporated ESG Masterclass - Fintech Innovation 08 May 2023 till 07 May 2024 Verifiable 1
FPI23025105 Edward Nathan Sonnenbergs Incorporated ESG masterclass: Governance: what needs to change 01 May 2023 till 30 April 2024 Verifiable 1
FPI23025112 Edward Nathan Sonnenbergs Incorporated ESG Masterclass: Just transition - thoughts for investors in dirty assets 1 Mar 2023 - 29 Feb 2024 Verifiable 1
FPI24028184 EBNET Pension World SA Q1 2024 21 Feb 2024 - 20 Feb 2025 Verifiable 3,5
FPI23107214 EBNET Pensions World SA Q4 2023 01 Nov 2023 till 31 Oct 2024 Verifiable 2,5
FPI23086818 EBNET PWSA SA Q3 - FPI23086818 01 Sept 2023 till 31 Aug 2024 Verifiable 4
FPI23045759 Coronation Management Company Conversations with Coronation -Global Emerging Markets and Optimum Growth 13 April 2023 till 12 April 2024 Verifiable 1
FPI23035431 Creative Space Engage (Pty) Ltd F&I Industry Summit 2023 24 May 2023 till 28 May 2023 Verifiable 8
FPI23045670 Council for Medical Schemes Broker Training 2023 17 May 2023 till 16 May 2024 Verifiable 7,5
FPI22083528 Coronation Management Company Conversations with Coronation - Kick off 2024 16 Jan 2024 till 23 Jan 2024 Verifiable 1
FPI22083534 Coronation Management Company "FPI22083534 Application for accreditation Conversations with Coronation SA Equity " 06 Nov 2023 till 05 Nov 2024 Verifiable 1
FPI22083537 Coronation Management Company FPI22083537 corospondent Q3_2023 01 Sept 2023 till 31 August 2024 Verifiable 1
FPI22083527 Coronation Management Company Conversations with Coronation _ Fixed Interest Update 13 Sept 2023 till 12 Sept 2024 Verifiable 1
FPI23045762 Coronation Management Company Corospondent-Retail-July 2023 edition 31 July 2023 till 30 July 2024 Verifiable 1
FPI23045764 Coronation Management Company Conversations with Coronation Global Developed Markets update 27 July 2023 till 26 July 2024 Verifiable 1
FPI23045760 Coronation Management Company Conversations with Coronation_ Application for Accreditation_ Income and Growth 25 May 2023 till 24 May 2024 Verifiable 1
FPI23045765 Coronation Management Company Corospondent-Retail-April 2023 edition 01 April 2023 till 31 March 2024 Verifiable 1
FPI23045761 Coronation Management Company Exclusive presentation with Coronation 20 April 2023 till 19 April 2024 Verifiable 1
FPI22083531 Coronation Management Company Eastern Cape Investment Summit 23 March 2023 till 22 March 2024 Verifiable 4,5
FPI24028098 Compliance Online Competition Law 28 Feb 2024 - 27 Feb 2025 Verifiable 2
FPI24028097 Compliance Online Protection of Personal Information Act (POPIA) 27 Feb 2024 - 26 Feb 2025 Verifiable 3,5
FPI23107154 Compliance Online (Pty) Ltd FICA for Accountable Institutions Renewal 01 Nov 2023 till 31 Oct 2024 Verifiable 2
FPI23024991 CFA Society Capacity Building workshop for the 4th of April 02 April 2023 till 04 April 2024 Verifiable 1,5
FPI22104232 CFA Society CFA Program Refresher Series - Portfolio Methods 30 March 2023 till 29 March 2024 Verifiable 1,5
FPI24028128 CFA Society Budget speech review 21 Feb 2024 - 21 Feb 2025 Verifiable 1,5
FPI23097063 CFA Society MERCER CFA INSTITUTE GLOBAL PENSION INDEX REPORT WEBINAR 21 November 2023 till 20 November 2024 Verifiable 1
FPI23066377 Chartered Financial Analyst Society of South Africa NPC CFA Program Refresher Series - Economics 28 Sept 2023 till 27 Sept 2024 Verifiable 1.5
FPI23076647 Chartered Financial Analyst Society of South Africa NPC Financial Mail Collective Insight - A Different Debate About Women in the Asset Management Industry 01 Aug 2023 till 31 July 2024 Verifiable 1,5
FPI23066252 Chartered Financial Analyst Society of South Africa NPC CFA Society South Africa Dynamic Asset Allocation and Property Asset Class Masterclass 28 June 2023 till 27 June 2024 Verifiable 1.5
FPI23024990 Chartered Financial Analyst Society of South Africa NPC CFA Program Refresher Series - Derivative 25 July 2023 till 24 July 2024 Verifiable 1.5
FPI23055878 CFA Society CFA Society South Africa and Ninety One breakfast event taking place 10 May 11 May 2023 till 10 May 2024 Verifiable 2,5
FPI23055865 CFA Society CFA Program Refresher Series - Alternative Investments 30 May 2023 till 29 May 2024 Verifiable 1,5
FPI23045710 CFA Society CRISA 2 12 May 2023 till 11 May 2024 Verifiable 1
FPI23035394 CFA Society CFA Society South Africa 2nd Annual Retirement Reform Workshop 05 May 2023 till 04 May 2024 Verifiable 3,5
FPI23035564 CFA Society Financial Mail Collective Insight Round Table Discussion I: Addressing the “S” in ESG. 13 April 2023 till 12 April 2024 Verifiable 1
FPI23107202 Brightrock Life Limited Protecting a business Income and assets 07 November 2023 till 14 Nov 2024 Verifiable 1
FPI23045638 Brightrock Life Limited Some lessons from the Ombudsman 20 April 2023 till 19 April 2024 Verifiable 1
FPI23096989 Bidvest Life Limited Claims Report 2022 12 Oct 2023 till 11 Oct 2024 Verifiable 1
FPI23076594 Bidvest Life Limited Ask Bidvest Life Webinar - Mental Illness 03 Aug 2023 till 31 May 2024 Verifiable 0,5
FPI24018079 at Work Internet Solutions atWORK Post Retirement Cashflow Work Session - Online 01 March 2024 - 28 Feb 2025 Verifiable 1
FPI23014801 Ashburton Fund Managers In the Know Webinar 24 Jan 2024 - 16 Dec 2024 Verifiable 0,5
FPI23096934 Anchor Group Limited Sales Training 101 16 Jan 2024 - 16 Jan 2025 Verifiable 5,5
FPI23117441 Anchor Group Limited Performing sensible business valuations ­ 09 Nov 2023 till 08 Nov 2024 Verifiable 1,5
FPI23107203 Anchor Group Limited FPI23107203 – Cybersecurity 19 Oct 2023 till 18 Oct 2024 Verifiable 1
FPI23107178 Anchor Group Limited Investing Series 101 - Comprehensive Financial Analysis 12 Oct 2023 till 11 Oct 2024 Verifiable 1
FPI23035476 Anchor Group Limited Personal, Business and Professional Ethics 27 March 2023 till 26 March 2024 Verifiable 3
FPI23025220 Anchor Group Limited Investing in the Tech Sector - Essentials for Financial Advisor's - Pending Content 01 March 2023 till 29 Feb 2024 Verifiable 1
FPI24018018 Analytics Consulting (Pty) Limited Analytics Consulting Investment Committee Meeting 01 Jan 2024 till 31 Dec 2024 Verifiable 1,5
FPI23076603 Analytics Consulting (Pty) Ltd Recap of the COFI Bill 01 June 2023 till 31 May 2024 Verifiable 1,5
FPI23055997 Analytics Consulting (Pty) Ltd Conflict of Interest Presentation FPI23055997 01 July 2023 till 30 June 2024 Verifiable 1
FPI23055998 Analytics Consulting (Pty) Ltd Governance Readiness Presentation 01 March 2023 till 29 Feb 2024 Verifiable 1,5
FPI22093997 Allan Gray (Pty) Ltd New application | Allan Gray Podcast: The new normal: What lies ahead? | FPI22093997 27 Mar 2023 - 26 Mar 2024 Verifiable 0,5
FPI22094012 Allan Gray (Pty) Ltd New application | Allan Gray Webinar: Applying ethical standards in a changing regulatory environment | FPI22094012 01 March 2023 till 29 Feb 2024 Verifiable 1
FPI23056019 Allan Gray (Pty) Ltd Allan Gray Podcast: Lessons from the winners and losers of the last five years | FPI23056019 31 Aug 2023 till 31 July 2024 Verifiable 0,5
FPI23056014 Allan Gray (Pty) Ltd New application: Allan Gray Podcast: Can long-term investors afford to invest without considering ESG? FPI23056014 12 July 2023 till 11 July 2024 Verifiable 0,5
FPI23056004 Allan Gray (Pty) Ltd New application | Allan Gray Podcast: Are we entering a global stockpicker’s paradise? | FPI23056004 02 June 2023 till 01 June 2024 Verifiable 0,5
FPI22093996 Allan Gray (Pty) Ltd New application | Allan Gray Podcast: Why South Africa is still attractive for investors | FPI22093996 04 May 2023 till 03 May 2024 Verifiable 0,5
FPI23107197 Alexander Forbes Financial Services AF Academy: Retirement Savvy ( 01 December 2023) 1 Dec 2023 - 30 Nov 2024 Verifiable 2
FPI23107192 Alexander Forbes Financial Services AF Academy: Retirement Savvy ( 02 February 2024) 2 Feb 2024 - 1 Feb 2025 Verifiable 2
FPI23107196 Alexander Forbes Financial Services AF Academy: Knowledge Knocks - Momentum Presentation (22 November 2023) 23 Nov 2023 till 22 Nov 2024 1
FPI23107194 Alexander Forbes Financial Services AF Academy: Retirement Savvy ( 03 November 2023 ) 03 Nov 2023 till 02 Nov 2024 Verifiable 2,5
FPI23107191 Alexander Forbes Financial Services AF Academy: Knowledge Knocks - Just SA Presentation (25 October 2023). 26 Oct 2023 till 25 Oct 2024 Verifiable 1
FPI23086747 Alexander Forbes Financial Services AF Academy - Introduction to Investment Products 01 June 2023 till 31 May 2024 Verifiable 5
FPI23086710 Alexander Forbes Financial Services AF Academy - Retirements Savvy (01 September 2023). 01 Sept 2023 till 31 Aug 2024 Verifiable 2
FPI23076658 Alexander Forbes Financial Services AF Academy: Knowledge Knocks - Momentum Presentation (27 September 2023). 27 Sept 2023 till 26 Sept 2024 Verifiable 1
FPI23086742 Alexander Forbes Financial Services AF Academy - Wills and Trusts 01 June 2023 till 31 May 2024 Verifiable 5
FPI23086741 Alexander Forbes Financial Services AF Academy - Retirements Savvy (04 August 2023). 05 Aug 2023 TILL 04 Aug 2024 Verifiable 1,5
FPI23056047 Alexander Forbes Financial Services Alexforbes Leadership Learning Programme (aLLP) 01 July 2023 till 30 June 2024 Verifiable 32
FPI23056041 Alexander Forbes Financial Services AF Academy - Introduction to Investment Markets 01 June 2023 till 31 May 2024 Verifiable 10
FPI23025244 Alexander Forbes Financial Services (Pty) Ltd (AF Academy: FAIS and AML Training Session - 16 March 2023) 16 March 2023 till 15 March 2024 Verifiable 2
FPI24018002 Affinity Business School (Pty) Ltd Stress Management in the Financial Services Industry 22 Jan 2024 - 22 Jan 2025 Verifiable 2
FPI24018004 Affinity Business School (Pty) Ltd South African Financial Services Sector Overview 7 Feb 2024 - 7 Feb 2025 Verifiable 6,5
FPI24018003 Affinity Business School (Pty) Ltd Fiduciary Duties of the KI and Compliance Officer 7 Feb 2024 - 7 Feb 2025 Verifiable 3,5
FPI23117562 Affinity Business School Overview of Health Service Benefits 01 Jan 2024 - 31 Dec 2024 Verifiable 3
FPI23117566 Affinity Business School Emotional Intelligence in the Financial Services Industry 15 Nov 2023 till 14 Nov 2024 Verifiable 2,5
FPI23117565 Affinity Business School Ethical Conduct & The Debarment Process 24 Nov 2023 till 24 Nov 2024 Verifiable 2,5
FPI23117564 Affinity Business School The Role of the FAIS Ombud 15 Nov 2023 till 14 Nov 2024 Verifiable 2,5
FPI23117563 Affinity Business School Overview & Requirements of the Financial Intelligence Centre Act 29 Nov 2023 till 29 Nov 2024 Verifiable 4
FPI23035527 Affinity Business School FAIS General Code of Conduct and Ethics 3 April 2023 - 02 April 2024 Verifiable 5,5
FPI23035528 Affinity Business School Overview of the Protection of Personal Information Act 3 April 2023 - 02 April 2024 Verifiable 4,5
FPI23035529 Affinity Business School Understanding Treating Customers Fairly 3 April 2023 - 02 April 2024 Verifiable 3,5
FPI23107273 AC Develop (Pty) Ltd Cyber Risks 14 Oct 2023 till 13 Oct 2024 Verifiable 0,5
FPI23107270 AC Develop (Pty) Ltd Business Continuity and Succession Planning SME's Approval reference FPI23107270 01 Oct 2023 till 30 Sept 2024 Verifiable 1,5
FPI23107169 AC Develop (Pty) Ltd Insight Q3 2023 30 Oct 2023 till 29 Oct 2024 Verifiable 2,5
FPI23107168 AC Develop (Pty) Ltd FIA Education & Training Seminar 25 Oct 2023 till 24 Oct 2024 Verifiable 1
FPI23097052 AC Develop (Pty) Ltd Crime Impacts of Insurance 10 Oct 2023 till 09 Oct 2024 Verifiable 1,5
FPI23097033 AC Develop (Pty) Ltd FIA Advice Summit 2023 01 Oct 2023 till 30 Sept 2024 Verifiable 5
FPI23096937 AC Develop (Pty) Ltd Travel AI Session 15 Sept 2023 till 14 Sept 2024 Verifiable 1
FPI23096876 AC Develop (Pty) Ltd Alternative Power and Solar Risks 28 Aug 2023 till 27 Aug 2024 Verifiable 1
FPI23096874 AC Develop (Pty) Ltd Flood Risks 01 Sept 2023 till 31 Aug 2024 Verifiable 2
FPI23096875 AC Develop (Pty) Ltd Global Risks 2023 01 Sept 2023 till 31 Aug 2024 Verifiable 2
FPI23096871 AC Develop (Pty) Ltd Building Risk Management 01 Sept 2023 till 31 Aug 2024 Verifiable 2
FPI23086845 AC Develop (Pty) Ltd Succession planning - Online CPD application 18 Sept 2023 till 17 Sept 2024 Verifiable 0,5
FPI23086843 AC Develop (Pty) Ltd Financial Planning Webinar - Online CPD application 14 Sept 2023 till 13 Sept 2024 Verifiable 1,5
FPI23086844 AC Develop (Pty) Ltd FIA Employee Benefits Workshop - Online CPD application 06 Sept 2023 till 05 Sept 2024 Verifiable 1,5
FPI23076586 AC Develop (Pty) Ltd Insight Q2 2023 01 August 2023 till 31 July 2024 Verifiable 2
FPI23076590 AC Develop (Pty) Ltd Liability Claims Corner FPI23076590 17 July 2023 till 16 July 2024 Verifiable 1
FPI23076584 AC Develop (Pty) Ltd Talent is Key: Unforgettable Customer Experience – FPI23076584 24 July 2023 till 23 July 2024 Verifiable 2
FPI23076585 AC Develop (Pty) Ltd Cyber risk - Protecting your Business – FPI23076585 01 Aug 2023 till 31 July 2024 Verifiable 1
FPI23076589 AC Develop (Pty) Ltd Claims, Legal and Risk Workshop – FPI23076589 15 June 2023 till 14 June 2024 Verifiable 2,5
FPI23076583 AC Develop (Pty) Ltd Machinery Liability Risk Exposures 01 April 2023 till 31 March 2024 Verifiable 0,5
FPI23076582 AC Develop (Pty) Ltd Hospitality Industry Liability Risk Exposures 01 April 2023 till 31 March 2024 Verifiable 0,5
FPI23076581 AC Develop (Pty) Ltd Food Retail Liability Risk Exposures 01 April 2023 till 31 March 2024 Verifiable 0,5
FPI23076580 AC Develop (Pty) Ltd Hardware Store Liability Risk Exposures 01 April 2023 till 31 March 2024 Verifiable 0,5
FPI23076579 AC Develop (Pty) Ltd Garden Maintenance business liability risk 01 April 2023 till 31 March 2024 Verifiable 0,5
FPI23076578 AC Develop (Pty) Ltd Food & Beverage Business Liability Risks 01 April 2023 till 31 March 2024 Verifiable 0,5
FPI23056199 AC Develop (Pty) Ltd Transporting Animal via Sea – FPI23056199 14 June 2023 till 13 June 2024 Verifiable 1
FPI23056198 AC Develop (Pty) Ltd Electrical Goods Manufacturing Liability Risk Exposures 01 April 2023 till 31 March 2024 Verifiable 0,5
FPI23056197 AC Develop (Pty) Ltd Electrical Contractors Liability Risks 01 April 2023 till 31 March 2024 Verifiable 0,5
FPI23056196 AC Develop (Pty) Ltd Consumer Appliance Liability Risks 01 April 2023 till 31 March 2024 Verifiable 0,5
FPI23056195 AC Develop (Pty) Ltd Clothing Liability Risks 01 April 2023 till 31 March 2024 Verifiable 0,5
FPI23056194 AC Develop (Pty) Ltd Building Industry Liability Risks 01 April 2023 till 31 March 2024 Verifiable 0,5
FPI23056193 AC Develop (Pty) Ltd Automotive Liability Risks 01 April 2023 till 31 March 2024 Verifiable 0,5
FPI23076503 AC Develop (Pty) Ltd 2023 Economic Update 2 07 July 2023 till 06 July 2024 Verifiable 1
FPI23076502 AC Develop (Pty) Ltd FPI23076502 Cases that have changed the landscape 19 July 2023 till 18 July 2024 Verifiable 1
FPI23045843 AC Develop (Pty) Ltd Coface Economic Update and Training 05 May 2023 till 04 May 2024 Verifiable 1,5
FPI23045809 AC Develop (Pty) Ltd NHI Bill 10 May 2023 till 09 May 2024 Verifiable 1
FPI23045625 AC Develop (Pty) Ltd Cyber Crimes and Security 31 March 2023 till 30 March 2024 Verifiable 1
FPI23045622 AC Develop (Pty) Ltd Protection of Personal Information 01 March 2023 till 29 Feb 2024 Verifiable 2,5
FPI23045621 AC Develop (Pty) Ltd Principles of Management 01 March 2023 till 29 Feb 2024 Verifiable 2,5
FPI23045624 AC Develop (Pty) Ltd Governance, Ethics and Conflict of Interest 01 June 2023 till 31 May 2024 Verifiable 2
FPI23035523 AC Develop (Pty) Ltd Insight Q1 2023 20 March 2023 - 20 Mar 2024 Verifiable 2
FPI23086814 ABSA Group Limited Online CPD Investments Fundamentals - FPI23086814 01 Dec 2023 till 30 November 2024 6,5
FPI23086815 ABSA Group Limited Overview of Longterm Insurance Act Risk and Investments products 01 Dec 2023 till 30 November 2024 Verifiable 5,5
FPI23086813 ABSA Group Limited Online CPD Income Tax and CGT Refresher - FPI23086813 01 Dec 2023 till 30 November 2024 Verifiable 6,5
FPI22104213 ABSA Group Limited Relationship Banking : Offshore structuring and offshore investments Webinar 20 April 2023 till 19 April 2024 Verifiable 3,5
FPI22104201 ABSA Group Limited Relationship Banking Taxation of Trusts 01 June 2023 till 31 May 2024 Verifiable 5
FPI23107253 2IP Pty Ltd FPI23107253 - The Global Macro Economic Backdrop - Q4 2023 06 Nov 2023 till 05 Nov 2024 Verifiable 2
FPI23086699 2IP Pty Ltd The Global Macro Economic Backdrop - Q3 2023 - FPI23086699 08 Aug 2023 till 17 Aug 2024 Verifiable 2
FPI23045862 2IP Pty Ltd The Global Macro Economic Backdrop - Q2 2023 09 May 2023 till 08 May 2024 Verifiable 2
FPI24018025 10X Investments Creating winning combinations of Exchange Traded Funds (ETFs) THINK INDEXING CONVENTION 2023 18-Oct-24 Non-Verifiable 0
FPI24018026 10X Investments Building resilient portfolios for better outcomes THINK INDEXING CONVENTION 2023 18 Dec 2023 - 17 Dec 2024 Verifiable 0,5
FPI24018027 10X Investments Futureproofing investments_Think Indexing 2023 18 Oct 2023 - 17 Oct 2024 Verifiable 0,5
FPI24018028 10X Investments Advice tech and the future of investment platforms THINK INDEXING CONVENTION 2023 18 Oct 2023 - 17 Oct 2024 Verifiable 0,5
FPI23076575 10X Investments Not settling for average - Celebrating 20 years of SPIVA 20 July 2023 till 19 July 2024 Verifiable 0,5
FPI23055979 10X Investments Driving better outcomes for your clients 10 May 2023 till 24 May 2023 Verifiable 0,5
FPI23035368 Asset TV (Pty) Ltd Institutional Roundtable | Preservation or Lack thereof 03 March 2023 till 02 March 2024 Verifiable 0,5
FPI23025220 Anchor Group Limited Investing in the Tech Sector - Essentials for Financial Advisor's - Pending Content 01 March 2023 till 29 Feb 2024 Verifiable 1
FPI22114346 Investec Bank Limited Stay Conneceted, Episode 1 = Intermediary technology roadmap and fraud risk training 16 March 2023 till 15 March 2024 Verifiable 0,5
FPI23014892 VAPS Consultancy (Pty) Ltd General Code of Conduct 2023 10 March 2023 till 09 March 2024 Verifiable 4
FPI23025319 FPI Centre for Professional Development The Business Behind the Advice Part 2 Webinar 15 June 2023 till 14 June 2024 Verifiable 1
FPI23025320 FPI Centre for Professional Development The Business Behind the Advice Part 1 webinar 08 June 2023 till 07 June 2024 Verifiable 1
FPI23025112 Edward Nathan Sonnenbergs Incorporated ESG Masterclass: Just transition - thoughts for investors in dirty assets 1 Mar 2023 - 29 Feb 2024 Verifiable 1
FPI23025342 eSTUDY (Pty) Ltd POPIA Marketing 2023 - 14 March 2023 till 13 March 2024 14 March 2023 till 13 March 2024 Verifiable 2,5
FPI23025343 eSTUDY (Pty) Ltd POPIA Legal and Compliance - 14 March 2023 till 13 March 2024 14 March 2023 till 13 March 2024 Verifiable 2,5
FPI23035364 Global Africa Network Media Retirement Planning: Guiding Clients to Financial Security 15 March 2023 till 14 March 2024 Verifiable 0,5
FPI22094012 Allan Gray (Pty) Ltd New application | Allan Gray Webinar: Applying ethical standards in a changing regulatory environment | FPI22094012 01 March 2023 till 29 Feb 2024 Verifiable 1
FPI22083599 Sanlam Life Insurance Limited Hedge Funds Information Session 20 Oct 2023 till 19 Oct 2024 Verifiable 1,5
FPI23025348 Trusted Advisors Risk profiling as a component of suitability (Part 2) 01 March 2023 till 29 Feb 2024 Verifiable 1,5
FPI23025353 Trusted Advisors Risk profiling as a component of suitability (Part 1) 01 March 2023 till 29 Feb 2024 Verifiable 1,5
FPI23025315 FPI Centre for Professional Development Crypto Tax 103 Webinar 06 June 2023 till 05 June 2024 Verifiable 1
FPI23025313 FPI Centre for Professional Development Crypto Tax 102 Webinar 30 May 2023 till 29 May 2024 Verifiable 1
FPI23025321 FPI Centre for Professional Development Crypto Tax 101 Webinar 18 May 2023 till 17 May 2024 Verifiable 1
FPI23025318 FPI Centre for Professional Development Neglected trusts in South Africa Webinar 23 May 2023 till 22 May 2024 Verifiable 1
FPI23025122 Financial Sector Conduct Authority the General Code of Conduct 30 March 2023 till 29 Feb 2024 Verifiable 2
FPI23025121 Financial Sector Conduct Authority FSPs and managing representatives. 30 March 2023 till 29 Feb 2024 Verifiable 3
FPI23055993 Momentum Metropolitan Life Limited Investing Offshore – Important Considerations 03 Nov 2023 till 02 Nov 2024 Verifiable 1,5
FPI23055927 Momentum Metropolitan Life Limited Rene J V Rensburg - Mindful Moments October 2023 26 Oct 2023 till 25 Oct 2024 Verifiable 1
FPI23055992 Momentum Metropolitan Life Limited Sharon Hamman - Fulcrum for Business launch CPD Application 12 Oct 2023 till 11 Oct 2024 Verifiable 1.5
FPI23055925 Momentum Metropolitan Life Limited Quarterly Outlook Presentation September 2023 14 Sept 2023 till 15 Sept 2024 Verifiable 2,5
FPI22032292 Momentum Metropolitan Life Limited IFA HotWire Newsletter - October 2023 (Edition 24) 28 Sept 2023 till 27 Sept 2024 Verifiable 1
FPI22032291 Momentum Metropolitan Life Limited Momentum InTouch Newsletter - September 2023 27 Sept 2023 till 26 Sept 2024 Verifiable 1.5
FPI23056087 Momentum Metropolitan Life Limited POPIA Cyber Security 19 Sept 2023 till 18 Sept 2024 Verifiable 0,5
FPI23035606 Momentum Metropolitan Life Limited Rene J Van Rensburg - Momentum Global Investment Management Think-Tank Conference CPD Application FPI23035606 20 Sept 2023 till 19 Sept 2024 Verifiable 6,5
FPI23055991 Momentum Metropolitan Life Limited Sharon Hamman - One-Day RA CPD Application 05 Oct 2023 till 04 Oct 2024 Verifiable 1,5
FPI23055990 Momentum Metropolitan Life Limited Sharon Hamman - Disallowed Contributions CPD Application 2023 05 Oct 2023 till 04 Oct 2024 Verifiable 1
FPI23025311 Momentum Metropolitan Life Limited MomentumConnect.tv Season 3 Edition 12 Episode 3 Webinar 30 Sept 2023 till 29 Sept 2024 Verifiable 1
FPI23055989 Momentum Metropolitan Life Limited Sharon Hamman - Introduction to Trusts Part 1 CPD Application 30 Sept 2023 till 29 Sept 2024 Verifiable 2,5
FPI23076529 Momentum Metropolitan Life Limited Technical Tuesday with Sandra Tuttelberg 25 July 2023 till 24 July 2024 Verifiable 1
FPI23056086 Momentum Metropolitan Life Limited Louise Roets - CPD Application: POPIA Privacy and Security 19 Sept 2023 till 18 Sept 2024 Verifiable 1
FPI22032290 Momentum Metropolitan Life Limited Momentum InTouch Newsletter (August 2023) 30 Aug 2023 till 29 Aug 2024 Verifiable 1
FPI23055928 Momentum Metropolitan Life Limited Global Citizen Masterclass September 2023 06 Sept 2023 till 05 Sept 2024 Verifiable 1
FPI23055936 Momentum Metropolitan Life Limited A Webinar on the Future of Behavioural Finance August 2023 31 Aug 2023 till 30 Aug 2024 Verifiable 2,5
FPI23076610 Momentum Metropolitan Life Limited Employment Equity and Diversity & Inclusion (Journey to Transformation Programme) 01 April 2023 till 31 March 2024 Verifiable 3
FPI23076609 Momentum Metropolitan Life Limited Occupational Health and Safety - Evacuation Planning 16 March 2023 till 15 March 2024 Verifiable 1,5
FPI23076607 Momentum Metropolitan Life Limited OHS Onboarding and Injury on Duty 16 March 2023 till 15 March 2024 Verifiable 0,5
FPI23076606 Momentum Metropolitan Life Limited Information Security Policy Training 16 March 2023 till 15 March 2024 Verifiable 0,5
FPI23076605 Momentum Metropolitan Life Limited POPIA Awareness 16 March 2023 till 15 March 2024 Verifiable 0,5
FPI23076604 Momentum Metropolitan Life Limited FICAA 101 16 March 2023 till 15 March 2024 Verifiable 1
FPI23055931 Momentum Metropolitan Life Limited MFP OUTCOME MATTERS AUG 2023 23 Aug 2023 till 22 Aug 2024 Verifiable 1
FPI22032287 Momentum Metropolitan Life Limited IFA Hotwire Newsletter August 2023 (Edition 23) 11 Aug 2023 till 10 Aug 2024 Verifiable 1,5
FPI22032286 Momentum Metropolitan Life Limited Momentum InTouch Newsletter - July 2023 29 July 2023 till 28 July 2024 Verifiable 1
FPI23076529 Momentum Metropolitan Life Limited Technical Tuesday with Sandra Tuttelberg 25 July 2023 till 24 July 2024 Verifiable 0,5
FPI23055929 Momentum Metropolitan Life Limited CPD Application: Rene J Van Rensburg - Moments with our Investment Gurus - August 2023 08 Aug 2023 till 07 Aug 2024 Verifiable 1,5
FPI23066359 Momentum Metropolitan Life Limited Momentum Corporate Intermediary Training and Education Forum 19 July 2023 till 18 July 2024 Verifiable 2
FPI23025063 Momentum Consultants & Actuaries MCA Consultants Forum 30 June 2023 01 July 2023 till 30 June 2024 Verifiable 2
FPI22032285 Momentum Metropolitan Life Limited Momentum InTouch Newsletter (June 2023) 29 June 2023 till 28 June 2024 Verifiable 1
FPI23055933 Momentum Metropolitan Life Limited Quarterly Outlook Presentation June 2023 09 June 2023 till 08 June 2024 Verifiable 3
FPI22021934 Momentum Metropolitan Life Limited IFA Hotwire Newsletter - June 2023 (Edition 22) 14 June 2023 till 13 June 2024 Verifiable 1
FPI23055985 Momentum Metropolitan Life Limited Development Series – Comprehensive Introduction to Business Assurance Workshop 4 01 July 2023 till 30 June 2024 Verifiable 3,5
FPI23055984 Momentum Metropolitan Life Limited Development Series – Comprehensive Introduction to Business Assurance Part 3 01 July 2023 till 30 June 2024 Verifiable 2,5
FPI23055983 Momentum Metropolitan Life Limited Development Series – Comprehensive Introduction to Business Assurance Part 2 01 July 2023 till 30 June 2024 Verifiable 3,5
FPI23055982 Momentum Metropolitan Life Limited Development Series – Comprehensive Introduction to Business Assurance Workshop 1 01 July 2023 till 30 June 2024 Verifiable 3,5
FPI23025091 Momentum Metropolitan Life Limited Protection of Benefits 2023 CPD Application 26 June 2023 till 25 June 2024 Verifiable 1
FPI23025232 Momentum Metropolitan Life Limited Financial Intelligence Centre Act (FICA) Module 10 16 May 2023 till 15 May 2024 Verifiable 2
FPI23025090 Momentum Metropolitan Life Limited Government Employee Pension Fund - Comprehensive Workshop 01 July 2023 till 30 June 2024 Verifiable 4
FPI23025089 Momentum Metropolitan Life Limited Government Employee Pension Fund - Short Version 31 July 2023 till 30 July 2024 Verifiable 2
FPI23025310 Momentum Metropolitan Life Limited Momentum Connect.tv Season 3: Edition 10, Episode 2 30 June 2023 till 29 June 2024 Verifiable 1
FPI23025088 Momentum Metropolitan Life Limited The Will – Part of Financial Planning CPD Application by Sharon Hamman for all MFP & MDS Legal Advisers. 31 July 2023 till 30 July 2024 Verifiable 1
FPI23014939 Momentum Momentum InTouch Newsletter (May 2023) 30 May 2023 till 29 May 2024 Verifiable 1
FPI23055926 Momentum Metropolitan Life Limited Rene J V Rensburg -MFP Outcome Matters May 2023 31 May 2023 till 30 May 2024 Verifiable 1
FPI23025087 Momentum Metropolitan Life Limited Estate planning 3 Renewal 01 June 2023 till 31 May 2024 Verifiable 3
FPI23025086 Momentum Metropolitan Life Limited Estate planning 2 Renewal 01 June 2023 till 31 May 2024 Verifiable 1.5
FPI2305085 Momentum Metropolitan Life Limited Sharon Hamman - Estate Planning 1 CPD Application May 2023 (Renewal of FPI21120393) 01 June 2023 till 31 May 2024 Verifiable 1.5
FPI23055932 Momentum Metropolitan Life Limited Macro Scenarios Presentation - 12 May 2023 12 May 2023 till 11 May 2024 Verifiable 2
FPI23025084 Momentum Metropolitan Life Limited Yvette Flack - Momentum Corporate intermediary training and education forum (AON and NMG brokers) 17 March 2023 till 16 March 2024 Verifiable 0,5
FPI23025083 Momentum Metropolitan Life Limited Hugo Bezuidenhout - Introduction to Investments CPD Application 19 May 2023 till 18 May 2024 Verifiable 0,5
FPI23055935 Momentum Metropolitan Life Limited Financial Intelligence Centre Amendment Act Code of Conduct 01 May 2023 till 31 April 2024 Verifiable 1
FPI22021932 Momentum Metropolitan Life Limited Momentum InTouch Newsletter (April 2023) 25 April 2023 till 24 April 2024 Verifiable 2,5
FPI23025082 Momentum Metropolitan Life Limited Retrenchment – A financial planning event 30 April 2023 till 29 April 2024 Verifiable 2
FPI23014834 Momentum Metropolitan Life Limited Planning at Retirement Workshop 1 01 May 2023 till 30 April 2024 Verifiable 2
FPI23014833 Momentum Metropolitan Life Limited Planning at Retirement – Workshop 2 01 May 2023 till 30 April 2024 Verifiable 2
FPI22083723 Momentum Metropolitan Life Limited Quarterly Outlook March 2023 10 March 2023 till 09 March 2024 Verifiable 2,5
FPI23025231 Momentum Metropolitan Life Limited Financial Intelligence Centre Act (FICA) Module 9 12 April 2023 till 11 April 2024 Verifiable 1
FPI23025230 Momentum Metropolitan Life Limited Financial Intelligence Centre Act (FICA) Module 8 05 April 2023 till 04 April 2024 Verifiable 1.5
FPI22083717 Momentum Metropolitan Life Limited CPD Application: Rene J Van Rensburg - Global Citizen Masterclass 20 April 2023 till 19 April 2024 Verifiable 2
FPI22021929 Momentum Metropolitan Life Limited IFA HotWire Newsletter - April 2023 (Edition 21) 05 April 2023 till 04 April 2024 Verifiable 1
FPI23035489 Momentum Metropolitan Life Limited Momentum Corporate Investments training day CPD Application 11 April 2023 - 10 April 2024 Verifiable 0,5
FPI23035490 Momentum Metropolitan Life Limited Momentum Corporate Group Risk Market Overview training 24 Mar 2023 - 23 Mar 2024 Verifiable 1
FPI22021872 Momentum Metropolitan Life Limited Momentum InTouch CPD Application February 2023 07 March 2023 till 06 March 2024 Verifiable 2,5
FPI22083720 Momentum Metropolitan Life Limited Moments with our Investment Gurus March 2023 16 March 2023 till 15 March 2024 Verifiable 1.5
FPI23014832 Momentum Metropolitan Life Limited Legislative Update 2023 - Sharon Hamman 01 March 2023 till 29 Feb 2024 Verifiable 1,5
FPI22083725 Momentum Metropolitan Life Limited Momentum Financial Planners Advisor Forums 14 March 2023 till 13 March 2024 Verifiable 1
FPI22083719 Momentum Metropolitan Life Limited MFP Outcome Matters March 2023 07 March 2023 till 06 March 2024 Verifiable 1.5
FPI23025309 Momentum Metropolitan Life Limited MomentumConnect.tv Season 3 Edition 10 CPD Application 10 March 2023 till 09 March 2024 Verifiable 1
FPI23055934 Momentum Metropolitan Life Limited Retirement Reimagined 2.0 FPI23055934 01 Nov 2023 till 31 Oct 2024 Verifiable 1
FPI23107180 Momentum Metropolitan Life Limited Sherwin Rensburg (renewal of FPI21120056 Momentum - Employee Relations E-Learning Workshop) FPI23107180 09 Dec 2023 till 08 Dec 2024 Verifiable 3
FPI23055986 Momentum Metropolitan Life Limited CPD Application: Moments with our Investment Gurus November 2023 FPI23055986 16 November 2023 till 15 November 2024 Verifiable 2
FPI23055987 Momentum Metropolitan Life Limited Rene J Van Rensburg - CPD Application MFP Outcome Matters November 2023 FPI23055987 23 November 2023 till 22 November 2024 Verifiable 1.5
FPI23086779 Momentum Metropolitan Life Limited Momentum InTouch Newsletter (October 2023) 03 Oct 2023 till 02 Oct 2024 Verifiable 0,5
FPI23066360 Momentum Metropolitan Life Limited Partnership Connect 2023 FPI23066360 16 Nov 2023 till 15 Nov 2024 Verifiable 1
FPI23086780 Momentum Metropolitan Life Limited IFA Hotwire Newsletter - December 2023 (Edition 25) 28 Nov 2023 till 27 Nov 2024 Verifiable 1.5
FPI23117444 Momentum Metropolitan Life Limited Portfolium Quarterly Feedback Session 07 Nov 2023 till 06 Nov 2024 Verifiable 1.5
FPI23086781 Momentum Metropolitan Life Limited Momentum InTouch Newsletter - November 2023 01 Dec 2023 till 30 Nov 2024 Verifiable 1
FPI23055993 Momentum Metropolitan Life Limited Investing Offshore – Important Considerations 03 Nov 2023 till 02 Nov 2024 Verifiable 1.5
FPI23055934 Momentum Metropolitan Life Limited Retirement Reimagined 2.0 FPI23055934 01 Nov 2023 till 31 Oct 2024 Verifiable 1
FPI23107180 Momentum Metropolitan Life Limited Sherwin Rensburg (renewal of FPI21120056 Momentum - Employee Relations E-Learning Workshop) FPI23107180 09 Dec 2023 till 08 Dec 2024 Verifiable 3
FPI23055986 Momentum Metropolitan Life Limited CPD Application: Moments with our Investment Gurus November 2023 FPI23055986 16 November 2023 till 15 November 2024 Verifiable 2
FPI23066360 Momentum Metropolitan Life Limited "Partnership Connect 2023 FPI23066360" 16 Nov 2023 till 15 Nov 2024 Verifiable 1
FPI23117444 Momentum Metropolitan Life Limited Portfolium Quarterly Feedback Session 07 Nov 2023 till 06 Nov 2024 Verifiable 1.5
FPI23117445 Momentum Metropolitan Life Limited Rene J Van Rensburg - Quaterly Outlook Presentation November 2023 CPD Application 24 Nov 2023 till 24 Nov 2024 Verifiable 2,5
FPI24017882 Momentum Metropolitan Life Limited Momentum InTOUCH compliance newsletter - January 2024 28 Jan 2024 - 28 Jan 2025 Verifiable 1
FPI23055994 Momentum Metropolitan Life Limited Retirement Fund Reform – Three Component System 5 Feb 2024 - 05 Feb 2025 Verifiable 2
FPI24018029 Momentum Metropolitan Life Limited SHERWIN RENSBURG - SAIA CODE OF CONDUCT 2024 01 Nov 2023 - 31 Oct 2024 Verifiable 1.5
FPI23055995 Momentum Metropolitan Life Limited Sharon Hamman Policy Role Players CPD Application 1 Feb 2024 - 31 Jan 2025 Verifiable 1.5
FPI23056083 Momentum Metropolitan Life Limited Sharon Hamman Business Refresher 2024 Part 1 FPI Applicaiton FPI23056083 1 Feb 2024 - 31 Jan 2025 Verifiable 2
FPI23056085 Momentum Metropolitan Life Limited Business Assurance Refresher PART 2 1 Feb 2024 - 31 Jan 2025 Verifiable 1.5
FPI23056084 Momentum Metropolitan Life Limited MFP Advice Conference 2024 08 March 2024 - 07 March 2025 Verifiable 8,5
FPI24017891 Momentum Metropolitan Life Limited IFA Hotwire Newsletter Feb 2024 Edition 16 14 Feb 2024 - 14 Feb 2025 Verifiable 1,5
FPI24017878 Momentum Metropolitan Life Limited MomentumConnect.tv Season 4: Edition 13: Episode 1 | Virtual broadcast 8 March 2024 - 7 March 2025 Verifiable 1,5
FPI24018030 Momentum Metropolitan Life Limited Protection of Access to Information Act in Momentum Insure 1 June 2023 - 31 May 2024 Verifiable 1
FPI24018031 Momentum Metropolitan Life Limited "Sherwin Rensburgn - Market Conduct Training CPD Application FPI24018031" 01 Oct 2023 - 30 Sept 2024 Verifiable 2
FPI23014829 Momentum Metropolitan Life Limited Estate Planning Workshop 4: Estate Administration - Pending Content 07 March 2023 till 06 March 2024 Verifiable 2
FPI23025222 Allegiance Consulting (Pty) Ltd Business Assurance in a Nutshell 03 March 2023 till 02 March 2024 Verifiable 1
FPI23025340 Allegiance Consulting (Pty) Ltd Business Assurance Workshop 1 Mar 2023 - 29 Feb 2024 Verifiable 5,5
FPI23025341 Employee Benefits Network PWSA PUBLICATION Q1 2024 01 Mar 2023 - 29 Feb 2024 Verifiable 3
FPI23014765 Sanlam Life Insurance Limited H2 2022 Update - Satrix Indexation Investment Insight FPI23014765 09 March 2023 till 08 March 2024 Verifiable 0,5
FPI23014711 Sanlam Life Insurance Limited SFP Colloquium: March 2023 Economic Update 08 March 2023 till 07 March 2024 Verifiable 1
FPI23014697 Sanlam Life Insurance Limited FPI23014697 CPD Masterclass III 2022/2023 07 March 2023 till 06 March 2024 Verifiable 4
FPI23025277 Compliance Online Competition Law 01 March 2023 till 29 Feb 2024 Verifiable 2
FPI23025278 Compliance Online POPIA and Competition Law programmes 01 March 2023 till 29 Feb 2024 Verifiable 3
FPI23025014 At Work INternet Solutions atWORK FNA Session Online 01 Mar 2023 - 29 Feb 2024 Verifiable 2
FPI23025013 At Work INternet Solutions Post Retirement Cash Flow Work Session Online 01 Mar 2023 - 29 Feb 2024 Verifiable 1
FPI23025015 At Work Internet Solutions atWORK CRM Work Session 01 Mar 2023 - 29 Feb 2024 Verifiable 2
FPI23014843 Trusted Advisors The ten-step process of professional client engagement for Non-life insurance (Personal lines)? 01 March 2023 till 29 Feb 2024 Verifiable 8,5
FPI22124585 FPI Centre for Professional Development Application Islamic Law of Succession in South Africa Webinar 21 April 2023 - 20 April 2024 Verifiable 1
FPI22124579 FPI Centre for Professional Development Islamic law of succession and administration of estates Webinar 19 April 2023 - 18 April 2024 Verifiable 1
FPI22104229 PSG Wealth Financial Planning POPIA TRAINING 01 March 2023 till 29 Feb 2024 Verifiable 1
FPI23014633 PPS Training Academy Ethics and Conflict of Interest module 01 March 2023 till 29 Feb 2024 Verifiable 2,5
FPI22124578 FPI Centre for Professional Development Business analysis and strategy planning Webinar 16 May 2023 till 15 May 2024 Verifiable 1
FPI23025110 Edward Nathan Sonnenbergs Incorporated ESG Masterclass | B-BBEE 15 March 2023 till 14 March 2024 Verifiable 1
FPI23025104 Edward Nathan Sonnenbergs Incorporated Biodiversity Credits : what are these and how can they encourage protection of natural capital 15 March 2023 till 14 March 2024 Verifiable 1
FPI23025116 Edward Nathan Sonnenbergs Incorporated Green Hydrogen - Awaiting Content 15 March 2023 till 14 March 2024 Verifiable 1
FPI23025107 Edward Nathan Sonnenbergs Incorporated The risk of greenwashing for bond issuers 15 March 2023 till 14 March 2024 Verifiable 1
FPI23025107 Edward Nathan Sonnenbergs Incorporated The risk of greenwashing for bond issuers 15 March 2023 till 14 March 2024 Verifiable 1
FPI23025113 Edward Nathan Sonnenbergs Incorporated Sanctions : can you futureproof your business and supply chain against sanctions risk? 15 March 2023 till 14 March 2024 Verifiable 1
FPI23025108 Edward Nathan Sonnenbergs Incorporated Pension Funds : emerging risks for trustees and their service providers 15 March 2023 till 14 March 2024 Verifiable 1
FPI23025117 Edward Nathan Sonnenbergs Incorporated Governance : what to know when contracting with an organ of state 15 March 2023 till 14 March 2024 Verifiable 1
FPI23025109 Edward Nathan Sonnenbergs Incorporated Climate litigation : the rise of the class action 15 March 2023 till 14 March 2024 Verifiable 1
FPI23025114 Edward Nathan Sonnenbergs Incorporated Water : understanding the risks posed by water scarcity and availability on an investment portfolio 15 March 2023 till 14 March 2024 Verifiable 1
FPI23025106 Edward Nathan Sonnenbergs Incorporated Crypto : regulation to watch 15 March 2023 till 14 March 2024 Verifiable 1
FPI23025115 Edward Nathan Sonnenbergs Incorporated Sustainable Finance : Are financial advisors required to take ESG factors into account when advising their clients 15 March 2023 till 14 March 2024 Verifiable 1
FPI23014950 Asset TV (Pty) Ltd ASSET TV I WEBINAR APPLICATION - ABSA QUARTERLY ECONOMIC UPDATE 07 Feb 2023 till 26 Feb 2024 Verifiable 0,5
FPI22032306 Momentum Metropolitan Life Limited Social Styles: Building exceptional interpersonal relationships towards productive outcomes 13 March 2023 till 12 March 2024 Verifiable 8,5
FPI22032307 Momentum Metropolitan Life Limited Jamaila Kenny - Emotional Intelligence and Emotional Selling 27 Feb 2023 till 26 Feb 2024 Verifiable 1.5
FPI22032302 Momentum Metropolitan Life Limited FPI Ethics 2023 Workshop CPD Application 09 March 2023 till 08 March 2024 Verifiable 4
FPI23014946 Asset TV (Pty) Ltd Old Mutual Investment Group I Tomorrow Event 1 Mar 2023 - 29 Feb 2024 Verifiable 2
FPI22063260 CFA Society CFA Program Refresher Series - Quantitative Methods 28 Feb 2023 till 27 Feb 2024 Verifiable 1.5
FPI23025118 FFG Health & Employee Benefits The People Company Assisting clients using their medical scheme efficiently 01 March 2023 till 29 February 2024 Verifiable 1
FPI22093833 STANLIB Wealth Management Institutional and retail investment distribution teams: Human Art of Selling 06 Aug 2023 till 05 August 2024 Verifiable 9,5
FPI23025026 Masthead (Pty) Ltd Quarterly Association Board Regulatory Discussions date for approval as of 20 July 2023 20 July 2023 till 19 July 2024 Verifiable 1.5
FPI23025070 STANLIB Wealth Management FPI23025070 – INN8 Invest – Future Focus – 23rd February 2023 24 Feb 2023 till 23 Feb 2024 Verifiable 0,5
FPI22032300 Momentum Metropolitan Life Limited The Fundamentals of Tax Planning 24 Feb 2023 till 23 Feb 2024 Verifiable 8
FPI22032297 Momentum Metropolitan Life Limited The Master Communicator 24 Feb 2023 till 23 Feb 2024 Verifiable 1
FPI22032294 Momentum Metropolitan Life Limited The Perfect Cold Call 24 Feb 2023 till 23 Feb 2024 Verifiable 1
FPI23014850 Trusted Advisors The ten-step process of professional client engagement for Non-life insurance-related advice (Commercial lines) 01 March 2023 till 29 Feb 2024 Verifiable 8,5
FPI23014842 Trusted Advisors The ten-step process of professional client engagement for medical aid related advice (Course) 01 March 2023 till 29 Feb 2024 Verifiable 8
FPI23014840 Trusted Advisors New CPD Application: The ten-step process of professional client engagement for Long-term insurance-related advice (Course) 01 March 2023 till 29 Feb 2024 Verifiable 8,5
FPI23014837 Trusted Advisors New CPD Application: The ten-step process of professional client engagement for investment -related advice (Course) 01 March 2023 - 29 Feb 2024 Verifiable 8,5
FPI23014918 Momentum Metropolitan Life Limited Global Matters Masterclass Workshop 2 – Estate and tax planning to offshore investing 01 March 2023 till 29 Feb 2024 Verifiable 1
FPI23014917 Momentum Metropolitan Life Limited Momentum Investments Global Matters Masterclass Workshop 1 - Fundamentals of offshore investing 01 March 2023 till 29 Feb 2024 Verifiable 1
FPI22124544 Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technology Propulsion Tech 07 March 2023 till 06 March 2024 Verifiable 13,5
FPI23014871 Old Mutual Personal Finance CPD Renewal: Savings and Income - Investment Portfolios 01 March 2023 till 28 Feb 2024 Verifiable 1.5
FPI23014886 Old Mutual Personal Finance CPD Renewal: Savings and Income - Investing for Income 01 March 2023 till 28 Feb 2024 Verifiable 1.5
FPI23014867 Old Mutual Personal Finance CPD Renewal: Savings and Income - Investing towards a goal 01 March 2023 till 28 Feb 2024 Verifiable 3
FPI22124583 FPI Centre for Professional Development Taking Benefit and Succession of Assets Webinar 04 April 2023 till 03 April 2024 Verifiable 1
FPI22124580 FPI Centre for Professional Development The South African Legal Environment Pertaining to Foreign Pensions Webinar 02 March 2023 till 01 March 2024 Verifiable 1
FPI22094013 Allan Gray (Pty) Ltd Allan Gray GEPF workshop: Cape Town | FPI22094013 18 August 2022 till 17 August 2023 Verifiable CPD activity 5
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
FPI22094000 Allan Gray (Pty) Ltd Allan Gray and Orbis investment updates webinar | FPI22094000 15 November 2022 till 14 November 2023 Verifiable CPD activity 1
FPI22094003 Allan Gray (Pty) Ltd Allan Gray Update | Private Wealth Management | 11 November 2022 till 10 November 2023 Verifiable CPD activity 0.5
FPI22094010 Allan Gray (Pty) Ltd Allan Gray Quarterly Commentary - Quarter 3 – 2022 | FPI22094010 28 October 2022 till 31 May 2023 Verifiable CPD activity 2
FPI22093950 Anchor Group Limited Estate Planning 15 September 2022 till 14 September 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
FPI22104180 Anchor Group Limited Supervisor training 12 October 2022 till 11 October 2023 Verifiable CPD activity 1.5
FPI22104150 Anchor Group Limited PoS IT Training 31 October 2022 till 30 October 2023 Verifiable CPD activity 1.5
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
FPI22104258 Anchor Group Limited Emigration, Residency and Double Tax 04 November 2022 till 03 November 2023 Verifiable CPD activity 1
FPI22104259 Anchor Group Limited Investment Meetings 23 June till 14 July 2022 23 June 2022 till 14 July 2022 Verifiable CPD activity 0.5
FPI22104260 Anchor Group Limited Investment Meetings 30 August till 25 oct 2022 30 August 2022 till 25 October 2022 Verifiable CPD activity 0.5
FPI22114477 Anchor Group Limited Looking into 2023 essentials for Financial Advisors 28 November 2022 till 27 November 2023 Verifiable CPD activity 1
FPI22124560 Anchor Group Limited Do I Communicate Effectively 12 January 2023 till 11 January 2024 Verifiable CPD activity 1.5
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
FPI22114512 AC Develop (Pty) Ltd Risk Management & Intermediaries 03 January 2023 till 02 January 2024 Verifiable CPD activity 1.5
FPI22094078 Affinity Business School Ethical Conduct & the Debarment Process 24 October 2022 till 23 October 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
FPI22104158 Affinity Business School The Role of the FAIS Ombud 14 November 2022 till 13 November 2023 Verifiable CPD activity 2.5
FPI22114466 Affinity Business School Overview and Requirements of FICA Act 06 December 2022 till 05 December 2023 Verifiable CPD activity 4
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
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
FPI22083702 Alexander Forbes Financial Services (Pty) Ltd Knowledge Knocks - JUST SA Presentation 26 October 2022 till 25 October 2023 Verifiable CPD activity 1
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
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
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
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
FPI22083757 Alexander Forbes Financial Services (Pty) Ltd AF Academy: Knowledge Knocks - Momentum Presentation 30 November 2022 till 29 November 2023 Verifiable CPD activity 1
FPI22063229 Allan Gray (Pty) Ltd Independent Advisor Forum Conference 21 & 22 July 2022 Verifiable CPD activity 8.5
FPI22063243 Allan Gray (Pty) Ltd Allan Gray Quarterly Commentary - Quarter 2 - 2022 28 July 2022 till 27 July 2023 Verifiable CPD activity 1
FPI22063226 Allan Gray (Pty) Ltd Long-term drivers of success in living annuities - 12 September 2022 | FPI22063226 12-Sep-22 Verifiable CPD activity 1
FPI22063233 Allan Gray (Pty) Ltd Allan Gray Update - Alexander Forbes October 2022 | FPI22063233 12 Oct till 15 October 2022 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
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
FPI22094014 Allan Gray (Pty) Ltd Orbis update | FPI22094014 20-Oct-22 Non-verifiable CPD activity Declined - PST
FPI22104165 AC Develop (Pty) Ltd GIB Africa Alliance Conference 2022 FPI22104165 01-Sep-22 Verifiable CPD activity 2.5
FPI22104166 AC Develop (Pty) Ltd Hollard RGMCOE Forum Aug 2022 23 August 2022 till 24 August 2023 Verifiable CPD activity 9.5
FPI22104169 AC Develop (Pty) Ltd SHA Commercial Crime Claims Trends 18 Oct 2022 till 17 Oct 2023 Verifiable CPD activity 0.5
FPI22104167 AC Develop (Pty) Ltd FIA Insight Q3 2022 15 Oct 2022 till 14 Oct 2023 Verifiable CPD activity 1.5
FPI22104168 AC Develop (Pty) Ltd Business Continuity and Succession Planning SME 01 Oct 2022 till 30 September 2023 Verifiable CPD activity 1.5
FPI22104126 2IP (Pty) Ltd The Global Macro Economic Backdrop - Q4 2022 07 November 2022 till 06 November 2023 Verifiable CPD activity 2
FPI22053000 ABSA Group Limited Absa Macro Conference, 29Nov22 29 November 2022 Verifiable CPD activity 2.5
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
FPI22124567 ABSA Group Limited Q3:22 Fixed income and currency research roadshow, 29 July 2022 till 28 July 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
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
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
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
FPI22124576 ABSA Group Limited Q4 SA credit roadshow 29 November 2022 till 28 November 2023 Verifiable CPD activity 1
FPI22124574 ABSA Group Limited Q4 SSA Viewpoints 01 December 2022 till 30 November 2023 Verifiable CPD activity 1
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
FPI22114358 AC Develop (Pty) Ltd Threat Risk Assessment - Best Practice 01 May 2022 till 30 April 2023 Verifiable CPD activity 2.5
FPI22104170 AC Develop (Pty) Ltd Genlib Cyber Risks 15 October 2022 till 14 October 2023 Verifiable CPD activity 0.5
FPI22124559 AC Develop (Pty) Ltd Hollard RGMCOE Forum Nov 2022 - online CPD application 01 April 2022 till 31 March 2023 Verifiable CPD activity 1
FPI22114510 AC Develop (Pty) Ltd Hollard KI Forum Sept 2022 22 September 2022 till 21 September 2023 Verifiable CPD activity 2
FPI22093934 Sygnia Asset Management SURF Quarterly Webinar 1 August 2022 Invoic 01 August 2022 till 31 July 2023 Verifiable CPD activity 1
FPI22073498 Sygnia Asset Management August Economics and Markets Review 30 July 2022 till 29 July 2023 Verifiable CPD activity 1
FPI22083591 Sanlam Life Insurance Limited Government Employee Pension Fund Training 01 June 2022 till 31 May 2023 Verifiable CPD activity 10
FPI22104127 Sygnia Asset Management Economic distress in time of covid 04 Oct 2022 till 03 Oct 2023 Verifiable CPD activity 0.5
FPI22063221 PPS PPS Retirement Summit 27 Jul 2022 Till 27 Jul 2023 Verifiable CPD activity 0,5
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
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
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
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
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
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
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
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
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
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
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
FPI22094042 AC Develop (Pty) Ltd FIA Advice Summit 2022 06 Oct 2022 till 05 Oct 2023 Verifiable CPD activity 5.5
FPI22073395 Old Mutual Personal Finance Mastehead - General Code of Conduct Amendments 01 June 2022 till 31 May 2023 Verifiable CPD activity 0.5
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
FPI22052999 ABSA Group Limited Q3 SA FI/FX Roadshow 01 August 2022 till 15 August 2022 Verifiable CPD activity 1
FPI22032217 ABSA Group Limited RB RMRC Building Block 4: Personal Excellence 01 June 2022 till 31 May 2023 Verifiable CPD activity 1
FPI22032223 ABSA Group Limited RB RMRC Efficient Execution 01 June 2022 till 31 May 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
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
FPI22032231 ABSA Group Limited RB RMRC Powerful Collaboration Café 2 01 August 2022 till 31 July 2023 Verifiable CPD activity 1.5
FPI22032233 ABSA Group Limited RB RMRC Savvy Optimisation 01 August 2022 till 31 July 2023 Verifiable CPD activity 1.5
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
FPI22032234 ABSA Group Limited ONline Basic Legal Technical refresher 01 December 2022 till 31 October 2023 Verifiable CPD activity 8.5
FPI22032129 ABSA Group Limited Online Estate Planning Refresher 01 December 2022 till 30 November 2023 Verifiable CPD activity 5
FPI22032236 ABSA Group Limited Online Retirement Refresher 01 December 2022 till 31 October 2023 Verifiable CPD activity 5
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
FPI22053005 ABSA Group Limited Absa Consumer Virtual Conference 19-21Sep22 20 September 2022 till 22 September 2022 Verifiable CPD activity 12
FPI22032220 ABSA Group Limited Relationship Banking Fraud Curriculum 01 August 2022 till 31 July 2023 Verifiable CPD activity 3
FPI22104123 Sygnia Asset Management September Economic Review 07 Sept 2022 till 06 Sept 2023 Verifiable CPD activity 0.5
FPI22104124 Sygnia Asset Management Investing in Turbulent Times 25 July till 02 November 2022 Verifiable CPD activity 0.5
FPI22094095 Sygnia Asset Management Sygnia Economics and Markets Webinar October 05 Oct 2022 till 04 Oct 2023 Verifiable CPD activity 1
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
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
FPI22063224 Allan Gray (Pty) Ltd New application: Allan Gray mini fund provider: Events, noise, and opportunities 28 July 2022 Verifiable CPD activity 1
FPI22021935 Full Value Financial Services FRAs and swap derivities 01 June 2022 till 31 May 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
FPI22073449 Full Value Financial Services Principles of future derivities 01 July 2022 till 31 June 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
FPI22083802 IHRM IHRM CPD Application - How effective is pre-authorisation 02 September 2022 till 01 September 2023 Verifiable CPD activity 2
FPI22032296 Momentum IFA Hotwire Newsletter - September 2022 Edition 18 01 September 2022 till 31 August 2023 Verifiable CPD activity 1
FPI22032298 Momentum Momentum InTouch Newsletter - August 2022 30 August 2022 till 29 August 2023 Verifiable CPD activity 0.5
FPI22011417 Glacier Financial Holdings How estate duty impacts investments: Session 1 09-Sep-22 Verifiable CPD activity 2
FPI22021851 Old Mutual Personal Finance MASTERCLASS - RETRENCHMENT AND TAX (CAS-44264-P2V6T5) 13 September 2022 till 12 September 2023 Verifiable CPD activity 1.5
FPI22083621 Prescient Prescient Interest Bearing Update Q3 2022 - 13 October 2022 13-Oct-22 Verifiable CPD activity 0.5
FPI22093994 Prescient Prescient Core Equity Update Q3 2022 - 19 October 2022 2022/10/20 - 2023/10/19 Verifiable CPD activity 0.5
FPI22094077 Cadiz Funds (Pty) Ltd The Forum - 17 October 2022 17-Oct-22 Verifiable CPD activity 2
FPI22083799 PPS Insurance Company Limited Offshore Forum 01 Oct 2022 till 30 September 2023 Verifiable CPD activity 1
FPI22093991 Prescient Investment Management Prescient Interest-Bearing and China Q3 2022. 15-Oct-22 Verifiable CPD activity 0.5
FPI22104133 Anchor Group Limited Where the money will be made Q4 2022 webinar 21-Oct-22 Verifiable CPD activity 1.5
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
FPI22011447 Nedgroup Investments (Pty) Ltd Nedgroup Investments Core Perspectives: Behavioural coaching trumps beating the market 09 November 2022 Verifiable CPD activity 0.5
FPI22042583 Morningstar Investments Morningstar Adviser Forum for Clients - Lanzerac 17 August 2022 till 16 August 2023 Verifiable CPD activity 4.5
FPI22083696 Alexander Forbes Financial Services AF Academy Knowledge Knocks - Just SA 31 August 2022 till 30 August 2023 Verifiable CPD activity 1
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
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
FPI22083581 FNB Stock Broking Inflation and bear market 29 June 2022 Verifiable CPD activity 2
FPI22073470 Moonstone Business School of Excellence (Pty) Ltd Fundamentals for Financial Mathematics 01 September 2022 till 31 August 2023 Verifiable CPD activity 9.5
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
FPI22032098 Sanlam Life Insurance Limited Personal Servitudes FPI22032098 01 August 2022 till 31 July 2023 Verifiable CPD activity 1.5
FPI22083507 Efficient Private Clients Market Call July 2022 22 July 2022 Verifiable CPD activity 2.5
FPI22042533 Glacier Financial Holdings Glacier Investment Summit 2022 Day 1 FPI22042533 11 August 2022 Verifiable CPD activity 3
FPI22042529 Glacier Financial Holdings Glacier Investment Summit 2022 Day 2 FPI22042529 12 August 2022 Verifiable CPD activity 2.5
FPI22032099 Sanlam Life Insurance Limited Legislative changes for cohabiting couples . 06 October 2022 till 05 October 2023 Verifiable CPD activity 1
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
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
FPI22042593 Ashburton • Ashburton Investments Monthly Economic Overview for 2022 – August 2022 12 August 2022 till 16 Dec 2022 Verifiable CPD activity 1
FPI22042590 Ashburton Ashburton Inbestments Corporate Quarterly Webinar 19 August 2022 Verifiable CPD activity 0.5
FPI22032155 FPI Centre for professional development Settlement Webinar 06 September 2022 till 05 September 2023 Verifiable CPD activity 1
FPI22063239 Allan Gray Limited Allan Gray Through the noise: retirement benefits conference 17 August 2022 till 15 August 2023 Verifiable CPD activity 5
FPI22042582 Morningstar Investments Morningstar Monthly Market Update August 28 July 2022 till 27 July 2023 Verifiable CPD activity 0.5
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
FPI22032152 FPI Centre for Professional Development Economic Update Webinar 20 September 2022 till 19 September 2023 Verifiable CPD activity 1
FPI22021582 The Collaborative Exchange Investment Think Tank: Qgeberha 23-Aug-22 Verifiable CPD activity 5
FPI22052786 Old Mutual Wealth Monthly PFA Investment Briefing July 2022 07 July 2022 Verifiable CPD activity 1
FPI22052790 Old Mutual Wealth Monthly PFA Investment Briefing August 2022 08 August 2022 Verifiable CPD activity 0.5
FPI22083734 PPS Insurance Company Limited Business Assurance Workshop (2 Days) 01 September 2022 till 31 August 2023 Verifiable CPD activity 12
FPI22083735 PPS Insurance Company Limited Estate Planning Workshop 01 September 2022 till 31 August 2023 Verifiable CPD activity 12
FPI22083733 Jigsaw Compliance FICA 15 August 2022 till 14 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
FPI22083770 AC Develop (Pty) Ltd SHA Claims Corner 22 August 2022 till 21 August 2023 Verifiable CPD activity 1
FPI22083620 Coronation Asset Management Talking Investments with Coronation 2022 03 August 2022 till 02 August 2023 Verifiable CPD activity 4.5
FPI22042663 PSG Asset Management (Pty) Ltd The PSG Winter Update 26July 2022 26 July 2022 till 10 August 2022 Verifiable CPD activity 0.5
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
FPI22083582 FNB Stock Broking Fixed Income & US Recession 20 July 2022 Verifiable CPD activity 2
FPI22083585 FNB Stock Broking offshore and Ashburton Int 06 July 2022 Verifiable CPD activity 1.5
FPI22052747 Investec Bank Limited FPI22052747 - FAIS Awareness 05 September 2022 till 04 September 2023 Verifiable CPD activity 1
FPI22073500 PSG Wealth Financial Planning Fire Protection Module 14 23 August 2022 till 22 August 2023 Verifiable CPD activity 0.5
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
FPI22083740 PPS Insurance Company Limited Business Assurance eLearning 01 September 2022 till 31 August 2023 Verifiable CPD activity 9
FPI22083736 PPS Insurance Company Limited Estate Planning eLearning 01 September 2022 till 31 August 2023 Verifiable CPD activity 7
FPI22083587 FNB Stock Broking Inflation and Global Macro Update 13 July 2022 Verifiable CPD activity 2
FPI22053024 MitonOptimal South Africa (Pty) L MitonOptimal Weekly Investment tCommittee Meeting - 26 April 2022 2022/04/26 Verifiable CPD activity
FPI22053026 MitonOptimal South Africa (Pty) L MitonOptimal Weekly Investment tCommittee Meeting - 3 May 2022 2022/05/03 Verifiable CPD activity
FPI22053063 Chartered Financial Analyst Society of South Africa NPC Private Equity Asset Class Masterclass 2022/07/20 Verifiable CPD activity
FPI22073381 Amity Investment Solutions (Pty) Jon Mackintosh: Presenting on LPractice Management 2022/06/21 Verifiable CPD activity
FPI22073383 Juacois Consulting and Technolo gPropulsion Summit 2022/08/23 Verifiable CPD activity
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
FPI22073433 Simeka Consultants and Actuaries (Pty) Ltd Consultants Forum 29 July 2022 2022/07/29 Verifiable CPD activity 2
FPI22073438 Prescient Investment Managemen Prescient Core Equity Update Q2 2022 2022/07/15 Verifiable CPD activity 0.5
FPI22073460 Efficient Private Clients (Pty) Ltd Market Call - June 2022 2022/06/24 Verifiable CPD activity 3.5
FPI22073485 ICTS Legal Services (Pty) Ltd NMG Legal Forum - 20th July 2022 2022/07/20 Verifiable CPD activity 2
FPI22083517 Naviga Solutions (Pty) Ltd Wealth Hub: Company Owned Policies 2022/07/29 Verifiable CPD activity 1
FPI22083518 Counterpoint Boutique (Pty) Ltd Stick to your plan: Now more than ever 2022/07/21 Verifiable CPD activity 0.5
FPI22083519 Counterpoint Boutique (Pty) Ltd Payers & Growers Distribution Update July 2022 2022/07/26 NON-Verifiable CPD activity Declined
FPI22083575 LIBERTY GROUP LIMITED Liberty DFM Quarterly Review webinar August 2022 2022/08/19 Verifiable CPD activity 1
FPI22073366 Moonstone Business School of Excellence (Pty) Ltd Compliance Regulatory Requirements Renewal 01 September 2022 till 31 August 2023 Verifiable CPD activity 2
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
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
FPI22032171 FPI Center for Professional Development Budgeting – not just about premiums Webinar 08 Septeber 2022 till 07 September 2023 Verifiable CPD activity 1
FPI22032172 FPI Center for Professional Development Tax/Financial Emigration: A practical approach Webinar 27 September 2022 till 26 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
FPI22032124 Efficient Private Clients (Pty) Ltd Market Call - November 2021 2022/02/15 Verifiable CPD activity
FPI22032130 Efficient Private Clients (Pty) Ltd Market Call - May 2022 2022/07/05 Verifiable CPD activity
FPI22032132 Laurium Capital (Pty) Ltd Laurium Capital - Boardroom Talk Webinar - Back to Shcool on Bonds 2022/06/28 Verifiable CPD activity
FPI22032197 PSG Wealth Financial Planning (Pty) Ltd Bellville PSG Market and Fund Update - February 2022 2022/04/05 Verifiable CPD activity
FPI22032365 Sanlam Life Insurance Limited Investments Event 14 June 2022 2022/05/20 Verifiable CPD activity
FPI22032366 Sanlam Life Insurance Limited SFP Colloquium: July 2022 “What does risk planning entail” 2022/07/05 Verifiable CPD activity
FPI22032431 Discovery Central Services (Pty) Ltd FSP Forum June 2022 2022/06/28 Verifiable CPD activity
FPI22032484 Sygnia Asset Management (Pty) Ltd Market and Economics Webinar April 2022/04/05 Verifiable CPD activity
FPI22042528 Glacier Financial Holdings (Pty) Lt Glacier Invest Summit 2022 Day 1 2022/07/28 Verifiable CPD activity
FPI22042530 Glacier Financial Holdings (Pty) Lt Glacier Invest Summit 2022 Day 2 2022/07/29 Verifiable CPD activity
FPI22042554 Alexander Forbes Financial Services (Pty) Ltd AF Academy Health Biz - 14 July 2022 2022/07/14 Verifiable CPD activity
FPI22042591 Ashburton Fund Managers Propri Ashburton Investments Monthly eEconomic Overview for 2022 - MAY 2022/05/19 Verifiable CPD activity
FPI22042592 Ashburton Fund Managers Propri Ashburton Investments Monthly Economic Overview for 2022 – July e2022 2022/07/08 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
FPI22042600 PSG Wealth Financial Planning (Pty) Ltd Bellville PSG Wealth Quarterly Investment Outlook - 26 July 2022 2022/07/26 Verifiable CPD activity
FPI22052764 Sygnia Asset Management (Pty) Ltd Sygnia Foreign Currency Funds Webinar 2022/07/29 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
FPI22052827 PSG Wealth Financial Planning (Pty) Ltd Bellville PSG Market and Fund Update - 26 May 2022 2022/08/23 Verifiable CPD activity
FPI22053004 ABSA Group Limited Absa Fixed Income Conference 2022/07/29 Verifiable CPD activity
FPI22053017 MitonOptimal South Africa (Pty) L MitonOptimal Weekly Investment tCommittee Meeting - 12 April 2022 2022/04/12 Verifiable CPD activity
FPI22083551 Octomate Education (Pty) Ltd Motor Fleet Underwriting for Beginners 2022/03/01 till 2023/02/28 Verifiable CPD activity
FPI22083554 Insurance Publications CC FAnews August 2022 Edition 2022/08/01 till 2023/07/31 Verifiable CPD activity
FPI22083555 AC Develop (Pty) Ltd Flood 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
FPI22083557 AC Develop (Pty) Ltd Cyber Risks 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
FPI22083559 AC Develop (Pty) Ltd Global Claims Review 2022 2022/08/10 till 2023/08/09 Verifiable CPD activity
FPI22083560 AC Develop (Pty) Ltd Climate Change 2022/08/10 till 2023/08/09 Verifiable CPD activity
FPI22083570 LIBERTY GROUP LIMITED Daily Download Special Edition August 2022 2022/08/01 till 2023/07/31 Verifiable CPD activity
FPI22083572 LIBERTY GROUP LIMITED Networking for Business Success 2022/08/01 till 2023/07/31 Verifiable CPD activity
FPI22083638 Employee Benefits Network (Pty) Ltd PWSA SA Q3 2022 2022/09/01 till 2023/08/31 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
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
Old Mutual Persona lOld Mutual Personal Finance Mastehead - General Code of Conduct Amendments 2022/06/01 till 2023/05/31 Verifiable CPD activity
FPI22011421 Nedgroup Investments (Pty) Ltd Core Perspective: Unpacking passive investing 2022/02/16 Verifiable CPD activity
FPI22021591 The Collaborative Exchange (Pty) Investment Think Tank : Durban 2022/04/06 Verifiable CPD activity
FPI22021596 The Collaborative Exchange (Pty) Investment Think Tank: Bloemfontein 2022/02/22 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
FPI22021965 MitonOptimal South Africa (Pty) L tProLink ICM 2022/06/23 Verifiable CPD activity
FPI22021969 MitonOptimal South Africa (Pty) L tSable International 2022/05/27 Verifiable CPD activity
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
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
FPI22073493 LIBERTY GROUP LIMITED Sales Tips, Tricks and Techniques 2022/08/01 till 2023/07/31 Verifiable CPD activity 1.5
FPI22073496 ICS Academy (Pty) Ltd MARKET ABUSE – A REGULATORY OVERVIEW 2022/08/08 till 2023/08/07 Verifiable CPD activity 2
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
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
FPI22083512 Coronation Management Company (Pty) Ltd Corospondent-Retail-July 2022 edition 2022/07/29 till 2023/07/28 Verifiable CPD activity
FPI22083538 Octomate Education (Pty) Ltd Commercial Claims for Beginners 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
FPI22083540 Octomate Education (Pty) Ltd CL: Transportation Policy 2022/05/11 till 2023/05/10 Verifiable CPD activity
FPI22083541 Octomate Education (Pty) Ltd CL: Motor Policy 2022/03/01 till 2023/02/28 Verifiable CPD activity
FPI22083542 Octomate Education (Pty) Ltd CL: Miscellaneous Policy 2022/03/01 till 2023/02/28 Verifiable CPD activity
FPI22083543 Octomate Education (Pty) Ltd CL: Liability 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
FPI22083545 Octomate Education (Pty) Ltd CL: Property Policy 2022/03/31 till 2023/03/30 Verifiable CPD activity
FPI22083546 Octomate Education (Pty) Ltd Business Interruption Beginners Class 2022/03/31 till 2023/03/30 Verifiable CPD activity
FPI22083547 Octomate Education (Pty) Ltd CL: Engineering Policy 2022/03/01 till 2023/02/28 Verifiable CPD activity
FPI22083548 Octomate Education (Pty) Ltd CL: Guarantee Policy 2022/03/01 till 2023/02/28 Verifiable CPD activity
FPI22083549 Octomate Education (Pty) Ltd Self-Driving Cars 2022/03/31 till 2023/03/30 Verifiable CPD activity
FPI22083550 Octomate Education (Pty) Ltd Cyber Insurance Master Class 2022/05/10 till 2023/05/09 Verifiable CPD activity
FPI22073423 Integrity Academy (Pty) Ltd Short- Long-Term Deposits 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
FPI22073425 Integrity Academy (Pty) Ltd Business Ethics 2022/06/01 till 2023/05/31 Verifiable CPD activity 9.5
FPI22073426 Integrity Academy (Pty) Ltd Business Assurance & Market Planning 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
FPI22073428 Integrity Academy (Pty) Ltd Healthcare Benefits 2022/06/01 till 2023/05/31 Verifiable CPD activity 9.5
FPI22073431 AC Develop (Pty) Ltd FIA Insight Q2 2022 2022/07/01 till 2023/06/30 Verifiable CPD activity 2
FPI22073432 AC Develop (Pty) Ltd MUA Market Risk Webinar 2022/07/13 till 2023/0712 Verifiable CPD activity 1
FPI22073439 Anchor Group Limited Understanding the Commodity Cycle - Essentials for financial advisors 2022/07/28 till 2023/07/27 Verifiable CPD activity 1
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
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
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
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
FPI22073461 Just Retirement Life South Africa Ltd The Retirement Crisis 2022/09/01 till 2023/08/31 Verifiable CPD activity 1
FPI22073462 FundNews Africa CC 3rd Quarter HedgeNews Africa Magazine "Strategy re-set" 2022/08/01 till 2023/07/31 Verifiable CPD activity 1.5
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
FPI22073469 Moonstone Business School of Excellence (Pty) Ltd Refresher Health Services Benefits 2022/08/01 till 2023/07/31 Verifiable CPD activity 12.5
FPI22073477 AC Develop (Pty) Ltd Coface Risk Session 2022 2022/08/01 till 2023/07/31 Verifiable CPD activity 1
FPI22073479 eSTUDY (Pty) Ltd Money Laundering - Renewal 2022/08/01 till 2023/07/31 Verifiable CPD activity 2.5
FPI22073480 eSTUDY (Pty) Ltd Treating Customers Fairly - Renewal 2022/08/01 till 2023/07/31 Verifiable CPD activity 2
FPI22073377 Integrity Academy (Pty) Ltd Conflict Resolution 2022/06/01 till 2023/05/31 Verifiable CPD activity 6.5
FPI22073378 Integrity Academy (Pty) Ltd Practice Management & Risk Assessment 2022/06/01 till 2023/05/31 Verifiable CPD activity 9.5
FPI22073379 Integrity Academy (Pty) Ltd Collective Investments 2022/06/01 till 2023/05/31 Verifiable CPD activity 9.5
FPI22073380 Integrity Academy (Pty) Ltd Developing Corporate Behaviour 2022/06/01 till 2023/05/31 Verifiable CPD activity 6.5
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
FPI22073388 Old Mutual Personal Finance CPD Masterclass - Tax and Retirement (Part 2) 2022/08/11 till 2023/08/10 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
FPI22073390 Old Mutual Personal Finance GEPF Adviser Masterclass Session 2 Part 1 2022/08/05 till 2023/08/04 Verifiable CPD activity 1.5
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
FPI22073393 Old Mutual Personal Finance Coffee with Legal: Expats - The advice conversation 2022/07/15 till 2023/07/14 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
FPI22073404 Media24 (Pty) Ltd MoneyMarketing_July 2022 2022/07/01 till 2023/06/30 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
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
FPI22073416 VAPS Consultancy (Pty) Ltd Financial Markets 2022/08/18 till 2023/08/17 Verifiable CPD activity 5
FPI22073417 VAPS Consultancy (Pty) Ltd Understanding Crypto Currency 2022/08/26 till 2023/08/25 Verifiable CPD activity 3.5
FPI22073418 Integrity Academy (Pty) Ltd Basic Investments 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
FPI22073421 Integrity Academy (Pty) Ltd Retirement Fund Benefits 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
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
FPI22063327 STANLIB Wealth Management (Pty) Ltd Breakfast with INN8 / Coronation / STANLIB and SASFIN 2022/06/30 till 2023/06/29 Verifiable CPD activity 1
FPI22073336 Integrity Academy (Pty) Ltd Administrative Support 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
FPI22073338 Integrity Academy (Pty) Ltd Attention Management 2022/06/01 till 2023/05/31 Verifiable CPD activity 6.5
FPI22073339 Integrity Academy (Pty) Ltd Proposal Writing 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
FPI22073341 Integrity Academy (Pty) Ltd Performance Management 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
FPI22073343 Integrity Academy (Pty) Ltd Organisational Skills 2022/06/01 till 2023/05/31 Verifiable CPD activity 6
FPI22073344 Integrity Academy (Pty) Ltd Project Management, 6 th Edition 2022/06/01 till 2023/05/31 Verifiable CPD activity 6
FPI22073364 Discovery Central Services (Pty) Ltd A Business Assurance Bootcamp 2022/08/01 till 2023/07/31 Verifiable CPD activity 1
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
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
FPI22073371 Integrity Academy (Pty) Ltd Office Politics for Managers 2022/06/01 till 2023/05/31 Verifiable CPD activity 6.5
FPI22073372 Integrity Academy (Pty) Ltd Estate Planning 2022/06/01 till 2023/05/31 Verifiable CPD activity 9.5
FPI22073373 Integrity Academy (Pty) Ltd Advanced Investments 2022/06/01 till 2023/05/31 Verifiable CPD activity 9.5
FPI22073374 Integrity Academy (Pty) Ltd Business Etiquette 2022/06/01 till 2023/05/31 Verifiable CPD activity 7
FPI22073375 Integrity Academy (Pty) Ltd Telephone Etiquette 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
FPI22063286 Integrity Academy (Pty) Ltd High Performance Teams (Inside the Company) 2022/06/01 till 2023/05/31 Verifiable CPD activity 6
FPI22063287 Integrity Academy (Pty) Ltd Customer Service 2022/06/01 till 2023/05/31 Verifiable CPD activity 6.5
FPI22063288 Integrity Academy (Pty) Ltd High Performance Teams (Remote Workforce) 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
FPI22063290 Integrity Academy (Pty) Ltd Employee Motivation 2022/06/01 till 2023/05/31 Verifiable CPD activity 6.5
FPI22063291 Integrity Academy (Pty) Ltd Prospecting and Lead Generation 2022/06/01 till 2023/05/31 Verifiable CPD activity 6.5
FPI22063292 Integrity Academy (Pty) Ltd Sales Fundamentals 2022/06/01 till 2023/05/31 Verifiable CPD activity 6
FPI22063293 Integrity Academy (Pty) Ltd Stress Management 2022/06/01 till 2023/05/31 Verifiable CPD activity 6
FPI22063294 Integrity Academy (Pty) Ltd In Person Sales 2022/06/01 till 2023/05/31 Verifiable CPD activity 6.5
FPI22063295 Integrity Academy (Pty) Ltd Conducting Annual Employee Reviews 2022/06/08 till 2023/06/07 Verifiable CPD activity 6.5
FPI22063296 Integrity Academy (Pty) Ltd Manager Management 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
FPI22063298 Integrity Academy (Pty) Ltd Supervising Others 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
FPI22063300 Integrity Academy (Pty) Ltd Administrative Office Procedures 2022/06/01 till 2023/05/31 Verifiable CPD activity 6
FPI22063301 Integrity Academy (Pty) Ltd Goal Setting and Getting Things Done 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
FPI22063303 Integrity Academy (Pty) Ltd Motivating Your Sales Team 2022/06/01 till 2023/05/31 Verifiable CPD activity 6.5
FPI22063304 Analytics Consulting (Pty) Limited Quattro monthly planner meeting 2022/06/03 till 2023/06/02 Verifiable CPD activity 0.5
FPI22063305 Magwitch Securities (Pty) Ltd The Magwitch Update - June 2022 2022/06/30 till 2023/06/29 Verifiable CPD activity 0.5
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
FPI22063246 Momentum, a divison of MMI Holdings Partnership Connect 2022 2022/09/01 till 2023/08/31 Verifiable CPD activity 1.5
FPI22063249 Momentum, a divison of MMI Holdings GEPF – Shorter version 2022/08/01 till 2023/07/31 Verifiable CPD activity 2
FPI22063250 Momentum, a divison of MMI Holdings The Will – part of financial planning 2022/08/01 till 2023/07/31 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
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
FPI22063264 eSTUDY (Pty) Ltd Class of Business: Short-Term Insurance - Personal Lines 2022/06/27 till 2023/06/26 Verifiable CPD activity 3.5
FPI22063265 eSTUDY (Pty) Ltd Fundamentals of Anti-Bribery and Corruption 2022/06/27 till 2023/06/26 Verifiable CPD activity 2
FPI22063271 Old Mutual Investment Group (Pty) Ltd Fundamentals Q2 2022/06/01 till 2023/05/31 Verifiable CPD activity 1
FPI22063272 Media24 (Pty) Ltd MoneyMarketing_June 2022 2022/06/01 till 2023/05/31 Verifiable CPD activity 1
FPI22063274 STANLIB Wealth Management (Pty) Ltd Elephant in the Room 2022/06/28 till 2023/06/27 Verifiable CPD activity 1
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
FPI22063278 Moonstone Business School of Excellence (Pty) Ltd Refresher Structured Deposits 2022/08/01 till 2023/07/31 Verifiable CPD activity 4.5
FPI22063279 Moonstone Business School of Excellence (Pty) Ltd Refresher Forex Investments 2022/08/01 till 2023/07/31 Verifiable CPD activity 4.5
FPI22063280 Moonstone Business School of Excellence (Pty) Ltd Cyber Resilience: A Roadmap 2022/08/01 till 2023/07/31 Verifiable CPD activity 1.5
FPI22063281 Moonstone Business School of Excellence (Pty) Ltd Essential Meeting Skills 2022/08/01 till 2023/07/31 Verifiable CPD activity 2.5
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
FPI22063283 Moonstone Business School of Excellence (Pty) Ltd Cyber Security: Secure Data Management 2022/08/01 till 2023/07/31 Verifiable CPD activity 2
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
FPI22063285 Integrity Academy (Pty) Ltd Emotional Intelligence 2022/06/01 till 2023/05/31 Verifiable CPD activity 6.5
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
FPI22063198 LIBERTY GROUP LIMITED Financial Planning 21st Century - Budgeting 2022/06/01 till 2023/05/31 Verifiable CPD activity 1.5
FPI22063199 LIBERTY GROUP LIMITED Financial Planning 21st Century - Parties to the Contract 2022/06/01 till 2023/05/31 Verifiable CPD activity 1
FPI22063200 LIBERTY GROUP LIMITED QUARTERLY ECONOMIC UPDATE - Q3 2022 2022/07/27 till 2023/07/26 Verifiable CPD activity 1
FPI22063202 LIBERTY GROUP LIMITED Financial Planning 21st Century - Disruptors 2022/06/01 till 2023/05/31 Verifiable CPD activity 2
FPI22063204 LIBERTY GROUP LIMITED Emotional Agility 2022/07/01 till 2023/06/30 Verifiable CPD activity 2.5
FPI22063206 LIBERTY GROUP LIMITED Advice for Advisers – Insurance cover for commercial pilots 2022/06/15 till 2023/06/14 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
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
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
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
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
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
FPI22063227 Allan Gray (Pty) Ltd Orbis roundtable with Matthew Spencer 2022/06/07 till 2023/06/06 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
FPI22063234 Allan Gray (Pty) Ltd Allan Gray Investment update webinar 2022/06/23 till 2023/06/22 Verifiable CPD activity 1
FPI22063235 Allan Gray (Pty) Ltd Allan Gray Investment update | Richards Bay 2022/06/23 till 2023/06/22 Verifiable CPD activity 1.5
FPI22063236 Allan Gray (Pty) Ltd New Generation IFA 2022/06/29 till 2023/06/28 Verifiable CPD activity 2
FPI22063237 Allan Gray (Pty) Ltd Allan Gray Offshore webinar 2022/09/08 till 2023/08/07 Verifiable CPD activity 1
FPI22063241 Allan Gray (Pty) Ltd Allan Gray Business & Investment update 2022 | Regional updates 2022/05/30 till 2023/05/29 Verifiable CPD activity 2
FPI22063169 Masthead (Pty) Ltd Succession Planning Webinar 2022/08/05 till 2023/08/04 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
FPI22063171 Masthead (Pty) Ltd Risks and Responsibilities of Information Officers Course 2022/07/28 till 2023/07/27 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
FPI22063173 Masthead (Pty) Ltd BizNews A case of POPI 2022/06/30 till 2023/06/29 Verifiable CPD activity 1
FPI22063174 Masthead (Pty) Ltd Importance of Succession Planning Course 2022/08/02 till 2023/08/01 Verifiable CPD activity 0.5
FPI22063178 Simply Learn CC COMPLAINTS MANAGEMENT FRAMEWORK 2022/07/11 till 2023/07/10 Verifiable CPD activity 2.5
FPI22063179 Simply Learn CC WHISTLEBLOWING PROTECTION IN SOUTH AFRICA 2022/07/11 till 2023/07/10 Verifiable CPD activity 1.5
FPI22063180 Simply Learn CC THE DEBARMENT PROCESS 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
FPI22063182 Simply Learn CC ETHICS IN FINANCIAL SERVICES ORGANISATIONS 2022/07/11 till 2023/07/10 Verifiable CPD activity 1.5
FPI22063183 Chartered Financial Analyst Society of South Africa NPC Mercer Retirement Reform Workshop 2022/03/31 till 2023/03/30 Verifiable CPD activity 1
FPI22063184 Mazars Academy (Pty) Ltd Tax consequences of company debt 2022/06/14 till 2023/06/13 Verifiable CPD activity 3
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
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
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
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
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
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
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
FPI22053059 Moonstone Business School of Excellence (Pty) Ltd Understanding Financial Crises 2022/07/01 till 2023/06/30 Verifiable CPD activity 9
FPI22053060 Moonstone Business School of Excellence (Pty) Ltd Compliance Monitoring 2022/07/01 till 2023/06/30 Verifiable CPD activity 5.5
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
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
FPI22053066 AC Develop (Pty) Ltd SHA Annual Risk Review (Session 2) 2022/05/01 till 2023/04/30 Verifiable CPD activity 3.5
FPI22053081 Simeka Consultants and Actuaries (Pty) Ltd Consultants Forum 27 May 2022 2022/05/27 till 2023/05/26 Verifiable CPD activity 3
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
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
FPI22063163 Anchor Group Limited A time to invest in South African bonds 2022/06/10 till 2023/06/09 Verifiable CPD activity 1
FPI22063164 AC Develop (Pty) Ltd Living together or Marraige - Legal Implications 2022/06/01 till 2023/05/31 Verifiable CPD activity 1
FPI22063165 AC Develop (Pty) Ltd Consumer Impact Seminar 2022/06/01 till 2023/05/31 Verifiable CPD activity 1.5
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
FPI22063168 Masthead (Pty) Ltd Understanding Cybersecurity Risks Online Course 2022/07/11 till 2023/07/10 Verifiable CPD activity 2
FPI22053052 Moonstone Business School of Excellence (Pty) Ltd Basic Business Budgeting Skills 2022/07/01 till 2023/06/30 Verifiable CPD activity 2
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
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
FPI22053055 Moonstone Business School of Excellence (Pty) Ltd Leveraging on Emotional Intelligence 2022/07/01 till 2023/06/30 Verifiable CPD activity 2
FPI22053056 Moonstone Business School of Excellence (Pty) Ltd Protecting Your Information 2022/07/01 till 2023/06/30 Verifiable CPD activity 3
FPI22053057 Moonstone Business School of Excellence (Pty) Ltd Policy and Procedure Writing 2022/07/01 till 2023/06/30 Verifiable CPD activity 2.5
FPI22053058 Moonstone Business School of Excellence (Pty) Ltd Compliance Risk Management Process 2022/07/01 till 2023/06/30 Verifiable CPD activity 4
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
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
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
FPI22052995 ICS Academy (Pty) Ltd “COMPLAINTS” - AN OVERVIEW OF SELECTED LEGISLATIVE PROVISIONS 2022/06/01 till 2023/05/31 Verifiable CPD activity 2.5
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
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
FPI22053032 ICS Academy (Pty) Ltd FATCA AND CRS – A REGULATORY FRAMEWORK - 2021 2022/06/01 till 2023/05/31 Verifiable CPD activity 2
FPI22053033 ICS Academy (Pty) Ltd ICSA – FIT AND PROPER REQUIREMENTS 2022/06/01 till 2023/05/31 Verifiable CPD activity 2
FPI22053034 ICS Academy (Pty) Ltd CORPORATE GOVERNANCE – AN OVERVIEW OF SELECTED LEGISLATIVE PROVISIONS 2022/06/01 till 2023/05/31 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
FPI22053042 Moonstone Business School of Excellence (Pty) Ltd Refresher Financial Services Sector Overview 2022/06/03 till 2023/06/02 Verifiable CPD activity 4
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
FPI22053044 Moonstone Business School of Excellence (Pty) Ltd Compliance Principles of Materiality 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
FPI22053046 Moonstone Business School of Excellence (Pty) Ltd Compliance Programme 2022/07/01 till 2023/06/30 Verifiable CPD activity 3.5
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
FPI22053048 Moonstone Business School of Excellence (Pty) Ltd Refresher Investments 2022/06/03 till 2023/06/02 Verifiable CPD activity 11.5
FPI22053049 Moonstone Business School of Excellence (Pty) Ltd Refresher Pension Fund Benefits 2022/06/03 till 2023/06/02 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
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
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
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
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
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
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
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
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
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
FPI22052958 ICS Academy (Pty) Ltd Risk Based Portfolio Construction 2022/06/01 till 2023/05/31 Verifiable CPD activity 2
FPI22052959 eSTUDY (Pty) Ltd Class of Business – Short-Term Insurance: Commercial Lines [RENEWAL] 2022/06/01 till 2023/05/31 Verifiable CPD activity 3
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
FPI22052967 AC Develop (Pty) Ltd AIG Slips, Trips and Falls 2022/05/01 till 2023/04/30 Verifiable CPD activity 1.5
FPI22052968 AC Develop (Pty) Ltd Hollard RGMCOE Forum May 2022 2022/05/01 till 2023/04/30 Verifiable CPD activity 9
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
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
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
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
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
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
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
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
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
FPI22052919 Infinitus Risk Management Service (Pty) Ltd Treating Customers Fairly Programme 2022/06/01 till 2023/05/31 Verifiable CPD activity 7.5
FPI22052920 AC Develop (Pty) Ltd HIC Lightning Webinar 2022/04/01 till 2023/03/31 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
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
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
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
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
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
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
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
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
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
FPI22052936 LIBERTY GROUP LIMITED Financial Coaching: Value Proposition 2022/06/01 till 2023/05/31 Verifiable CPD activity 4
FPI22052937 Employee Benefits Network (Pty) Ltd PWSA SA Q2 2022 2022/06/01 till 2023/05/31 Verifiable CPD activity 3
FPI22052938 Captains and Coaches (Pty) Ltd Activity Based Remuneration (Introduction) 2022/02/01 till 2023/01/31 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
FPI22052940 Captains and Coaches (Pty) Ltd Activity based remuneration (Session 2) 2022/05/01 till 2023/04/30 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
FPI22052874 Integrity Academy (Pty) Ltd Unconscious Bias 2022/06/01 till 2023/05/31 Verifiable CPD activity 6.5
FPI22052875 Integrity Academy (Pty) Ltd Talent Management 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
FPI22052877 Integrity Academy (Pty) Ltd Protection of Personal Information Act (POPIA) 2022/06/01 till 2023/05/31 Verifiable CPD activity 6
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
FPI22052879 Integrity Academy (Pty) Ltd Presentation Skills 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
FPI22052881 Integrity Academy (Pty) Ltd Cyber Security 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
FPI22052883 Integrity Academy (Pty) Ltd Communication Strategies 2022/06/01 till 2023/05/31 Verifiable CPD activity 6.5
FPI22052889 Nedbank Limited Key Individual Guidance 2022/06/10 till 2023/06/09 Verifiable CPD activity 6
FPI22052891 Nedbank Limited Human Centred Leadership 2022/05/12 till 2023/05/11 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
FPI22052893 Nedbank Limited Personal Mastery for 4IR 2022/03/10 till 2023/03/09 Verifiable CPD activity 6
FPI22052894 Nedbank Limited An Understanding of Trusts - Wealth Management SA 2022/05/16 till 2023/05/15 Verifiable CPD activity 1
FPI22052895 Nedbank Limited COB Long Term Insurance 2022/07/18 till 2023/07/17 Verifiable CPD activity 12.5
FPI22052896 Insurance Publications CC FAnews June 2022 Edition 2022/06/09 till 2023/06/08 Verifiable CPD activity 3
FPI22052897 NBC Holdings (Pty) Ltd LEGAL SEMINARS 2022/06/08 till 2023/06/07 Verifiable CPD activity 4
FPI22052898 NBC Holdings (Pty) Ltd CONFLICT OF INTEREST MANAGEMENT 2022/06/08 till 2023/06/07 Verifiable CPD activity 0.5
FPI22052899 NBC Holdings (Pty) Ltd PAIA MANUAL 2022/06/06 till 2023/06/05 Verifiable CPD activity 1.5
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
FPI22052854 Integrity Academy (Pty) Ltd Meeting Management 2022/06/01 till 2023/05/31 Verifiable CPD activity 6.5
FPI22052855 Integrity Academy (Pty) Ltd Structured Deposits 2022/06/01 till 2023/05/31 Verifiable CPD activity 8.5
FPI22052856 Integrity Academy (Pty) Ltd Forex Investments 2022/06/01 till 2023/05/31 Verifiable CPD activity 8.5
FPI22052857 Integrity Academy (Pty) Ltd Contact Centre Trainee 2022/06/01 till 2023/05/31 Verifiable CPD activity 6.5
FPI22052858 Integrity Academy (Pty) Ltd Respect in the Workplace 2022/06/01 till 2023/05/31 Verifiable CPD activity 6
FPI22052859 Integrity Academy (Pty) Ltd Responsibility in the Workplace 2022/06/01 till 2023/05/31 Verifiable CPD activity 6
FPI22052860 Integrity Academy (Pty) Ltd Creativity: Thinking Outside the Box 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
FPI22052862 Integrity Academy (Pty) Ltd Accountability in the Workplace 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
FPI22052864 Integrity Academy (Pty) Ltd Customer Support 2022/06/01 till 2023/05/31 Verifiable CPD activity 6.5
FPI22052865 Integrity Academy (Pty) Ltd Managing Personal Finance 2022/06/01 till 2023/05/31 Verifiable CPD activity 6.5
FPI22052866 Integrity Academy (Pty) Ltd Social Media in the Workplace 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
FPI22052868 Integrity Academy (Pty) Ltd Social Media Marketing 2022/06/01 till 2023/05/31 Verifiable CPD activity 6
FPI22052869 Integrity Academy (Pty) Ltd Self-Leadership 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
FPI22052871 Integrity Academy (Pty) Ltd Taking Initiative 2022/06/01 till 2023/05/31 Verifiable CPD activity 6
FPI22052872 Integrity Academy (Pty) Ltd Behaviours and Emotions in Financial Planning 2022/06/01 till 2023/05/31 Verifiable CPD activity 4
FPI22052765 Media24 (Pty) Ltd MoneyMarketing_May 2022 2022/05/01 till 2023/04/30 Verifiable CPD activity 1
FPI22052766 Masthead (Pty) Ltd Masthead Member Day 2022/06/08 till 2023/06/07 Verifiable CPD activity 2
FPI22052767 Masthead (Pty) Ltd Driving Success in Challenging Times - Part 6 2022/06/27 till 2023/06/26 Verifiable CPD activity 0.5
FPI22052768 Masthead (Pty) Ltd How to create a Business Plan that Works 2022/06/20 till 2023/06/19 Verifiable CPD activity 3
FPI22052769 Masthead (Pty) Ltd Driving Success in Challenging Times Part 1 2022/05/30 till 2023/05/29 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
FPI22052772 Masthead (Pty) Ltd Profile's Unit Trusts & Collective Investments Part 7 2022/06/10 till 2023/06/09 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
FPI22052783 IRESS MD RSA (Pty) Ltd Coding Essential Elearning 2022/06/01 till 2023/05/31 Verifiable CPD activity 1
FPI22052784 IRESS MD RSA (Pty) Ltd Cases 2022/06/01 till 2023/05/31 Verifiable CPD activity 1.5
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
FPI22052792 Asset TV (Pty) Ltd Tax Efficient Solutions Roundtable 2022/05/23 till 2023/05/22 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
FPI22052795 Asset TV (Pty) Ltd Global Equities I Masterclass 2022/08/04 till 2023/08/03 Verifiable CPD activity 0.5
FPI22052796 Asset TV (Pty) Ltd Thematics I Masterclass 2022/06/14 till 2023/06/13 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
FPI22052805 Asset TV (Pty) Ltd Impact Investing I Masterclass 2022/06/23 till 2023/06/22 Verifiable CPD activity 0.5
FPI22052808 Asset TV (Pty) Ltd Retirement Income - Behavioural Finance I Roundtable 2022/07/21 till 2023/07/10 Verifiable CPD activity 0.5
FPI22052821 Asset TV (Pty) Ltd The Future of Retirement Income I Masterclass 2022/07/28 till 2023/07/27 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
FPI22052712 Wealth Associates South Africa 91st Senate Conference 2022 2022/03/01 till 2023/02/28 Verifiable CPD activity 1.5
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
FPI22052719 PortfolioMetrix Asset Management SA (Pty) Ltd Dynamic Income Fund Quarterly Update 2022/04/12 till 2023/04/11 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
FPI22052722 Prescient Investment Management (Pty) Ltd Prescient Core Equity Update Q1 2022 2022/05/01 till 2023/04/30 Verifiable CPD activity 0.5
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
FPI22052724 Efficient Private Clients (Pty) Ltd Market Call - April 2022 2022/04/22 till 2023/04/21 Verifiable CPD activity 2.5
FPI22052726 REZCO Asset Management (Pty) Ltd REZCO WEBINAR MAY 2022 2022/05/01 till 2023/04/30 Verifiable CPD activity 1
FPI22052727 Counterpoint Boutique (Pty) Ltd Is South Africa in a fiscal death spiral? 2022/05/04 till 2023/05/03 Verifiable CPD activity 1
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
FPI22052729 ICS Academy (Pty) Ltd ANTI-MONEY LAUNDERING – A REGULATORY FRAMEWORK 2022/05/15 till 2023/05/14 Verifiable CPD activity 3
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
FPI22052734 The Compliance Toolbox (Pty) Ltd FICA Awareness Training 2022/05/09 till 2023/05/08 Verifiable CPD activity 6
FPI22052736 AC Develop (Pty) Ltd SHA Cyber Broker Webinar 2022/05/01 till 2023/04/30 Verifiable CPD activity 2
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
FPI22052738 Citadel Investment Services (Pty) Ltd CAM Investment Presentation - May 2022 2022/05/04 till 2023/05/03 Verifiable CPD activity 1.5
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
FPI22052746 Investec Bank Limited ESG3-Demystifying Sustainability 2022/05/11 till 2023/05/10 Verifiable CPD activity 2
FPI22052753 Investec Bank Limited Money, Happiness, and the Future of Wealth Management 2022/08/18 till 2023/08/17 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
FPI22042664 ICS Academy (Pty) Ltd Market in Financial Instruments Directive II 2022/05/01 till 2023/04/30 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
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
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
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
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
FPI22042675 PPS Investments (Pty) Ltd Global inflation is trending upward 2022/04/20 till 2023/04/19 Verifiable CPD activity 0.5
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
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
FPI22042678 Simeka Consultants and Actuaries (Pty) Ltd Consultants Forum 25 April 2022 2022/04/25 till 2023/04/24 Verifiable CPD activity 1
FPI22042680 Anchor Group Limited Where the money will be made 2Q22 Webinar 2022/04/25 till 2023/04/24 Verifiable CPD activity 1.5
FPI22042683 ICTS Legal Services (Pty) Ltd Bidvest Legal Forum - 08th April 2022 2022/04/08 till 2023/04/07 Verifiable CPD activity 3
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
FPI22042691 LIBERTY GROUP LIMITED Platinum Regional Broker Engagement Workshop 2022/05/01 till 2023/04/30 Verifiable CPD activity 2.5
FPI22042692 LIBERTY GROUP LIMITED DFM Quarterly Review Webinar 18 May 2022 2022/05/19 till 2023/05/18 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
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
FPI22042697 Momentum, a divison of MMI Holdings Macroeconomic outlook - Q1 2022 2022/05/01 till 2023/04/30 Verifiable CPD activity 1
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
FPI22052701 FundNews Africa CC 2nd Quarter 2022 Magazine "Different Dimensions" 2022/05/03 till 2023/05/02 Verifiable CPD activity 2
FPI22042627 Old Mutual Wealth RENEWAL _ Succession Plan Gap Analysis Tool 2022/06/01 till 2023/05/31 Verifiable CPD activity 1
FPI22042629 Old Mutual Wealth RENEWAL _ RDR Gap Analysis Tool 2022/06/01 till 2023/05/31 Verifiable CPD activity 1
FPI22042630 Old Mutual Wealth RENEWAL _ Estate Planning Workshop 2022/07/01 till 2023/06/30 Verifiable CPD activity 3
FPI22042632 Old Mutual Wealth RENEWAL _ Treating Clients Fairly Course and Assessment 2022/08/01 till 2023/07/31 Verifiable CPD activity 2
FPI22042633 Old Mutual Wealth RENEWAL _ Integrated Financial Coaching Course (IFCC) 2022/08/01 till 2023/07/31 Verifiable CPD activity 19.5
FPI22042634 Old Mutual Wealth NEW _ Wealth Integrator Workshop 2022/09/01 till 2023/08/31 Verifiable CPD activity 7.5
FPI22042636 Old Mutual Wealth RENEWAL _ Retrenchment Workshop 2022/08/01 till 2023/07/31 Verifiable CPD activity 1.5
FPI22042645 Discovery Central Services (Pty) Ltd Introduction to Ethics 2022/04/01 till 2023/03/31 Verifiable CPD activity 0.5
FPI22042646 Discovery Central Services (Pty) Ltd Optional extras and value-added services 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
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
FPI22042649 Discovery Central Services (Pty) Ltd Offshore Pension Tax 2022/04/02 till 2023/04/01 Verifiable CPD activity 0.5
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
FPI22042651 Discovery Central Services (Pty) Ltd Introduction to wellness in life insurance 2022/02/01 till 2023/01/31 Verifiable CPD activity 1.5
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
FPI22042653 Discovery Central Services (Pty) Ltd Converting retirement challenges into opportunities 2022/07/01 till 2023/06/30 Verifiable CPD activity 0.5
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
FPI22042656 Discovery Central Services (Pty) Ltd National Credit Act (NCA) 2022/04/01 till 2023/03/31 Verifiable CPD activity 2
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
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
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
FPI22042578 Morningstar Investment Management South Africa (Pty) Ltd Morningstar Market Update June 2022/06/10 till 2023/06/09 Verifiable CPD activity 0.5
FPI22042580 Morningstar Investment Management South Africa (Pty) Ltd Morningstar Client Portfolio Review 2022/07/28 till 2023/07/27 Verifiable CPD activity 0.5
FPI22042597 PSG Wealth Financial Planning (Pty) Ltd Bellville House View Equities Webinar 2022/03/01 till 2023/02/28 Verifiable CPD activity 1.5
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
FPI22042601 PSG Wealth Financial Planning (Pty) Ltd Bellville PSG Conference 2022 2022/05/01 till 2023/04/30 Verifiable CPD activity 6.5
FPI22042603 Old Mutual Life Assurance Company (“OMLACSA”) SuperFund Summit 2022 2022/04/01 till 2023/03/31 Verifiable CPD activity 1.5
FPI22042605 Old Mutual Wealth RENEWAL _ Module 1: Getting ready for take off 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
FPI22042607 Old Mutual Wealth RENEWAL _ Module 3: Segments and Services 2022/06/01 till 2023/05/31 Verifiable CPD activity 4
FPI22042608 Old Mutual Wealth RENEWAL _ Module 4: Fees for Services 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
FPI22042612 Old Mutual Wealth RENEWAL _ Module 6: The Right People 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
FPI22042620 Old Mutual Wealth RENEWAL _ Module 8: Creating The Culture You Want 2022/06/01 till 2023/05/31 Verifiable CPD activity 3
FPI22042621 Old Mutual Wealth RENEWAL _ Emergency Succession Planning Workshop 2022/06/01 till 2023/05/31 Verifiable CPD activity 2
FPI22042622 Old Mutual Wealth RENEWAL _ Ongoing Engagement 2022/06/01 till 2023/05/31 Verifiable CPD activity 6
FPI22042623 Old Mutual Wealth RENEWAL _ Treating Clients Fairly Gap Analysis Tool 2022/06/01 till 2023/05/31 Verifiable CPD activity 1
FPI22042624 Old Mutual Wealth RENEWAL _ POPI 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
FPI22042511 Media24 (Pty) Ltd MoneyMarketing_March 2022 2022/03/31 till 2023/03/30 Verifiable CPD activity 1
FPI22042512 Media24 (Pty) Ltd MoneyMarketing_April 2022 2022/04/30 till 2023/04/29 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
FPI22042516 STANLIB Wealth Management (Pty) Ltd A Global economic update amid geopolitical uncertainty 2022/04/12 till 2023/04/11 Verifiable CPD activity 1
FPI22042517 STANLIB Wealth Management (Pty) Ltd The Geopolitics of Investing 2022/04/22 till 2023/04/21 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
FPI22042522 Counterpoint Boutique (Pty) Ltd Quality Investing. How it works, and why. 2022/04/06 till 2023/04/05 Verifiable CPD activity 0.5
FPI22042525 Glacier Financial Holdings (Pty) Ltd Looking into the future webinar 2022/06/10 till 2023/06/09 Verifiable CPD activity 2.5
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
FPI22042531 Glacier Financial Holdings (Pty) Ltd National Tax Webinar 2022/08/26 till 2023/08/25 Verifiable CPD activity 3.5
FPI22042534 Investec Bank Limited ICIB Complaints Handling - 2022 2022/05/01 till 2023/04/30 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
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
FPI22042546 Council for Medical Schemes Broker Training 2022/05/09 till 2023/05/08 Verifiable CPD activity 6.5
FPI22042558 AC Develop (Pty) Ltd Coface Broker Portal Training 2022/05/01 till 2023/04/30 Verifiable CPD activity 1.5
FPI22042559 eSTUDY (Pty) Ltd POPIA: Information Technology (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
FPI22042561 eSTUDY (Pty) Ltd POPIA: Finance and Procurement (RENEWAL) 2022/04/20 till 2023/04/19 Verifiable CPD activity 2
FPI22042562 eSTUDY (Pty) Ltd POPIA: Human Resources (RENEWAL) 2022/04/20 till 2023/04/19 Verifiable CPD activity 2
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
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
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
FPI22042489 STANLIB Wealth Management (Pty) Ltd From Sales to Advice to Planning 2022/04/01 till 2023/03/31 Verifiable CPD activity 0.5
FPI22042490 Insurance Publications CC FAnews Magazine April 2022 Edition 2022/04/06 till 2023/04/05 Verifiable CPD activity 3
FPI22042491 Insurance Publications CC Cryptocurrencies – the future is here 2022/05/24 till 2023/05/23 Verifiable CPD activity 1.5
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
FPI22042493 AC Develop (Pty) Ltd RGM COE Forum Feb 2022 2022/02/01 till 2023/01/31 Verifiable CPD activity 13
FPI22042494 AC Develop (Pty) Ltd General Liability Workshop 2022/04/01 till 2023/03/31 Verifiable CPD activity 0.5
FPI22042495 AC Develop (Pty) Ltd Accident & Health - Protecting your employees 2022/04/01 till 2023/03/31 Verifiable CPD activity 1
FPI22042496 AC Develop (Pty) Ltd Public and Product Liability 2022/03/01 till 2023/02/28 Verifiable CPD activity 1.5
FPI22042497 The Institute of Health Risk Managers (Pty) Ltd Update on NHI 2022 2022/03/29 till 2023/03/28 Verifiable CPD activity 3
FPI22042499 Foord Asset Management (Pty) Ltd Mind of the Manager February 2022 2022/02/15 till 2023/02/14 Verifiable CPD activity 0.5
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
FPI22042503 Personal Trust (Pty) Ltd Marius Botha Estate and Trust Planning Session 2 2022/04/28 till 2023/04/27 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
FPI22042505 Personal Trust (Pty) Ltd Marius Botha Estate and Trust Planning Session 3 2022/05/05 till 2023/05/24 Verifiable CPD activity 3
FPI22042506 Personal Trust (Pty) Ltd Marius Botha Estate and Trust Planning Session 4 2022/05/12 till 2023/05/11 Verifiable CPD activity 3
FPI22042507 Moonstone Business School of Excellence (Pty) Ltd Incident Response Management 2022/05/18 till 2023/05/17 Verifiable CPD activity 1.5
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
FPI22042510 ICTS Legal Services (Pty) Ltd Cadiant Partners Legal Forum 04th April 2022 2022/04/04 till 2023/04/03 Verifiable CPD activity 5
FPI22032475 Masthead (Pty) Ltd Premiums and Problems Article Edition 2022/04/20 till 2023/04/19 Verifiable CPD activity 2
FPI22032476 Masthead (Pty) Ltd POPI – Your Risks and Responsibilities as an Information Officer 2022/05/18 till 2023/05/17 Verifiable CPD activity 1
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
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
FPI22032480 Masthead (Pty) Ltd Risk & Estate Planning Online Course 2022/05/01 till 2023/04/30 Verifiable CPD activity 1
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
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
FPI22032483 Prescient Investment Management (Pty) Ltd Prescient Interest-Bearing Update Q1 2022 2022/04/01 till 2023/03/31 Verifiable CPD activity 0.5
FPI22032485 Masthead (Pty) Ltd Profile's Unit Trusts & Collective Investments Part 6 2022/04/26 til 2023/04/25 Verifiable CPD activity 2.5
FPI22032453 AC Develop (Pty) Ltd Cyber Crimes Claims Close up 2022/03/15 till 2023/03/14 Verifiable CPD activity 1.5
FPI22032455 AC Develop (Pty) Ltd Cyber Crimes and Security 2022/04/01 till 2023/03/31 Verifiable CPD activity 1
FPI22032456 AC Develop (Pty) Ltd Liability Claims Workshop 2022/04/01 till 2023/03/31 Verifiable CPD activity 0.5
FPI22032457 AC Develop (Pty) Ltd Anti Money Laundering 2022/02/01 till 2023/01/31 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
FPI22032460 AC Develop (Pty) Ltd Inco Terms 2022/04/01 till 2023/03/31 Verifiable CPD activity 1
FPI22032461 AC Develop (Pty) Ltd Protection of Personal Information 2022/03/01 till 2023/02/28 Verifiable CPD activity 2.5
FPI22032462 AC Develop (Pty) Ltd Principles of Management 2022/03/01 till 2023/02/28 Verifiable CPD activity 2.5
FPI22032470 Simeka Consultants and Actuaries (Pty) Ltd Morgan Stanley SIMM Global Solution Meeting 2022/02/28 till 2023/02/27 Verifiable CPD activity Declined
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
FPI22032473 Mazars Academy (Pty) Ltd Taxation of insurance payouts 2022/04/07 till 2023/04/06 Verifiable CPD activity 4
FPI22032399 Sanlam Life Insurance Limited Class of Business Health Service Benefits 2022/03/01 till 2023/02/28 Verifiable CPD activity 6.5
FPI22032400 Sanlam Life Insurance Limited Amended General Code of Conduct for FSPs 2022/05/01 till 2023/04/30 Verifiable CPD activity 6
FPI22032402 Sanlam Life Insurance Limited Business Financial Planning 2022/06/01 till 2023/05/31 Verifiable CPD activity 14.5
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
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
FPI22032429 Intuition Publishing Ltd ESG for Bankers 2022/03/31 till 2023/03/30 Verifiable CPD activity 6
FPI22032430 Discovery Central Services (Pty) Ltd Insure Annual Compliance Refresher 2022 2022/06/08 till 2023/06/07 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
FPI22032433 Discovery Central Services (Pty) Ltd Share Dealing 2022 2022/04/07 till 2023/04/06 Verifiable CPD activity 0.5
FPI22032434 Discovery Central Services (Pty) Ltd Employee Benefits Annual Compliance Refresher 2022 2022/07/01 till 2023/06/30 Verifiable CPD activity 0.5
FPI22032436 Discovery Central Services (Pty) Ltd Embedding a Culture of Compliance 2022/05/02 till 2023/05/01 Verifiable CPD activity 1.5
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
FPI22032439 Discovery Central Services (Pty) Ltd Distribution Training – Financial Crime 2022/08/01 till 2023/07/31 Verifiable CPD activity 1
FPI22032440 Discovery Central Services (Pty) Ltd Introduction to Reinsurance 2022/02/01 till 2023/01/31 Verifiable CPD activity 2
FPI22032443 Discovery Central Services (Pty) Ltd Protecting Clients Through Keeping a Clean Desk 2022/03/01 till 2023/02/28 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
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
FPI22032447 AC Develop (Pty) Ltd Engineering Contract Works Webinar 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
FPI22032452 AC Develop (Pty) Ltd HIC Pre-Loss and SANS Codes 2022/03/15 till 2023/03/14 Verifiable CPD activity 1
FPI22032372 Sanlam Life Insurance Limited SFP Colloquium: August 2022 “Understanding GEPF” 2022/08/02 till 2023/08/01 Verifiable CPD activity 1
FPI22032374 Sanlam Life Insurance Limited CPD Masterclass IV 2021/2022 2022/05/01 till 2023/04/30 Verifiable CPD activity 4
FPI22032375 Sanlam Life Insurance Limited Business Assurance overview 2022/07/01 till 2023/06/30 Verifiable CPD activity 1.5
FPI22032376 Sanlam Life Insurance Limited Business Assurance identifying opportunities out of financial statements 2022/07/01 till 2023/06/30 Verifiable CPD activity 2
FPI22032377 Sanlam Life Insurance Limited Amplify Power Hour 2022/05/06 till 2023/05/05 Verifiable CPD activity 0.5
FPI22032378 Sanlam Life Insurance Limited Advanced business assurance 2022/07/01 till 2023/06/30 Verifiable CPD activity 2
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
FPI22032381 Sanlam Life Insurance Limited Central Brokers Post Product Roadshow 2022/03/09 till 2023/03/08 Verifiable CPD activity 0.5
FPI22032383 Sanlam Life Insurance Limited CPD Masterclass I 2022/2023 2022/08/23 till 2023/08/22 Verifiable CPD activity 4
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
FPI22032385 Sanlam Life Insurance Limited Accrual and Policies 2022/06/23 till 2023/06/22 Verifiable CPD activity 2
FPI22032386 Sanlam Life Insurance Limited Focus on Business Assurance Session 7 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
FPI22032388 Sanlam Life Insurance Limited Focus on Business Assurance Session 6 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
FPI22032390 Sanlam Life Insurance Limited Focus on Business Assurance Session 5 2022/06/29 till 2023/06/28 Verifiable CPD activity 1.5
FPI22032391 Sanlam Life Insurance Limited Focus on Business Assurance Session 3 2022/06/29 till 2023/06/28 Verifiable CPD activity 1.5
FPI22032392 Sanlam Life Insurance Limited The Essentials of Climate Investing 2022/06/02 till 2023/06/21 Verifiable CPD activity 2
FPI22032395 Sanlam Life Insurance Limited Private Client Investment Committee 2022/05/01 till 2023/04/30 Verifiable CPD activity 1
FPI22032397 Sanlam Life Insurance Limited Introduction to Relational Business Practices 2022/05/01 till 2023/04/30 Verifiable CPD activity 13.5
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
FPI22032322 Old Mutual Investment Group (Pty) Ltd Long-term Perspectives 2022 2022/04/01 till 2023/03/31 Verifiable CPD activity 0.5
FPI22032333 Compliance Online (Pty) Ltd Protection of Personal Information Act (POPIA) 2022/03/01 till 2023/02/28 Verifiable CPD activity 3
FPI22032334 Compliance Online (Pty) Ltd Competition Law 2022/03/01 till 2023/02/28 Verifiable CPD activity 2
FPI22032335 Law@work Faculty of Law UCT Pension fund case law update 2022/02/28 till 2023/02/27 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
FPI22032337 Law@work Faculty of Law UCT CISCA and hedge fund regulations 2022/04/04 till 2023/04/03 Verifiable CPD activity 6
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
FPI22032344 Law@work Faculty of Law UCT Estate planning and wills 2022/06/06 till 2023/06/05 Verifiable CPD activity 8
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
FPI22032348 Chartered Financial Analyst Society of South Africa NPC Noise – Avoiding misunderstanding 2022/06/01 till 2023/05/31 Verifiable CPD activity 1
FPI22032355 Sanlam Life Insurance Limited Succession Virtual Conference 2022 2022/03/09 till 2023/03/08 Verifiable CPD activity 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
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
FPI22032360 Sanlam Life Insurance Limited Tax Amendments 2022/04/01 till 2023/03/31 Verifiable CPD activity 4
FPI22032364 Sanlam Life Insurance Limited Sanlam Supervision System Training 2022/03/08 till 2023/03/07 Verifiable CPD activity 7
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
FPI22032369 Sanlam Life Insurance Limited SanlamConnect Engage DigiMag Issue 28 April 2022 2022/04/30 till 2023/04/29 Verifiable CPD activity 0.5
FPI22032370 Sanlam Life Insurance Limited Focus on Business Assurance 2022/06/29 till 2023/06/28 Verifiable CPD activity 1.5
FPI22032371 Sanlam Life Insurance Limited Estate Planning Masterclass (EPM Nr. 1) 2022/08/10 till 2023/08/09 Verifiable CPD activity 2.5
FPI22032271 Old Mutual Life Assurance Company (“OMLACSA”) KIC-Start | Economic Update 2022/03/28 till 2023/03/27 Verifiable CPD activity 1
FPI22032274 SA Accounting Academy (Pty) Ltd Business Analysis Short Course 2022/03/01 till 2023/02/28 Verifiable CPD activity 5
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
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
FPI22032278 ICTS Legal Services (Pty) Ltd Mentova Legal Forum 2 Feb 22 2022/02/01 till 2023/01/31 Verifiable CPD activity 2
FPI22032283 Allan Gray (Pty) Ltd Allan Gray Update 2022/03/18 till 2023/03/17 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
FPI22032289 Momentum, a divison of MMI Holdings Momentum InTouch Newsletter - June 2022 2022/06/28 till 2023/06/27 Verifiable CPD activity 0.5
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
FPI22032295 Momentum, a divison of MMI Holdings Momentum InTouch Newsletter - July 2022 2022/08/02 till 2023/08/01 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
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
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
FPI22032309 Momentum, a divison of MMI Holdings Retrenchment – A financial planning event 2022/05/01 till 2023/04/30 Verifiable CPD activity 2
FPI22032310 Momentum, a divison of MMI Holdings Planning at Retirement Workshop 1 2022 2022/05/01 till 2023/04/30 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
FPI22032312 Momentum, a divison of MMI Holdings Momentum InTouch Newsletter - April 2022 2022/04/22 till 2023/04/21 Verifiable CPD activity 2
FPI22032313 Momentum, a divison of MMI Holdings Planning at Retirement Workshop 2 2022 2022/05/02 till 2023/05/01 Verifiable CPD activity 2
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
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
FPI22032239 Mazars Academy (Pty) Ltd Taxation Amendments 2022/03/01 till 2023/02/28 Verifiable CPD activity 4
FPI22032240 Masthead (Pty) Ltd Cybersecurity Online Course 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
FPI22032242 Masthead (Pty) Ltd Running a Sustainable Business Podcast 2022/03/31 till 2023/03/30 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
FPI22032244 Masthead (Pty) Ltd TCF Overview Online Course 2022/03/25 till 2023/03/24 Verifiable CPD activity 1
FPI22032245 Citadel Investment Services (Pty) Ltd OPES Accreditation Training – March 2022 2022/03/01 till 2023/02/28 Verifiable CPD activity 4.5
FPI22032246 Simeka Consultants and Actuaries (Pty) Ltd Consultants Forum 25 Feb 2022 2022/02/01 till 2023/01/31 Verifiable CPD activity 1.5
FPI22032252 Fundhouse Adviser (Pty) Ltd ASISA IFA Development Programme - Module 4 2022/03/01 till 2023/02/28 Verifiable CPD activity 12
FPI22032253 Fundhouse Adviser (Pty) Ltd ASISA IFA Development Programme - Module 5 2022/03/01 till 2023/02/28 Verifiable CPD activity 10.5
FPI22032254 Fundhouse Adviser (Pty) Ltd ASISA IFA Development Programme - Module 1 2022/03/01 till 2023/02/28 Verifiable CPD activity 11.5
FPI22032255 Fundhouse Adviser (Pty) Ltd ASISA IFA Development Programme - Module 2 2022/03/01 till 2023/02/28 Verifiable CPD activity 12
FPI22032257 Fundhouse Adviser (Pty) Ltd ASISA IFA Development Programme - Module 3 2022/03/01 till 2023/02/28 Verifiable CPD activity 9.5
FPI22032258 Docfox Africa T/A FICA CO What is suspicion 2022/04/25 till 2023/04/24 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
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
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
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
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
FPI22032269 Old Mutual Life Assurance Company (“OMLACSA”) OMCC Academy case study workshop 2022/03/18 till 2023/03/17 Verifiable CPD activity 1.5
FPI22032186 Old Mutual Personal Finance IFA Association Q1 Quarterly Round Table 2022/03/30 till 2023/03/29 Verifiable CPD activity 1.5
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
FPI22032188 Old Mutual Personal Finance IFA Regional Round Table 29 June 2022 2022/06/29 till 2023/06/28 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
FPI22032190 Old Mutual Personal Finance Coffee with Legal: The new Matrimonial Property Act 2022/06/09 till 2023/06/08 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
FPI22032192 Old Mutual Personal Finance Goal setting for Financial Professionals (2022-2023) 2022/05/01 till 2023/04/30 Verifiable CPD activity 1
FPI22032193 Old Mutual Personal Finance CPD Masterclass - Tax and Retirement 2022/07/12 till 2023/07/11 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
FPI22032195 Old Mutual Personal Finance Using video effectively 2022/05/01 till 2023/04/30 Verifiable CPD activity 1
FPI22032196 Old Mutual Personal Finance Conscious Listening 2022/06/01 till 2023/05/31 Verifiable CPD activity 1
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
FPI22032199 ABSA Group Limited Inflation Webinar 2022/04/01 till 2023/03/31 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
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
FPI22032202 Camissa Collective Investments (RF) Limited It it time for Camissa 2022/03/01 till 2023/02/28 Verifiable CPD activity 0.5
FPI22032209 ABSA Group Limited Player Journey Being Data Led : The Mindset 2022/03/25 till 2023/03/24 Verifiable CPD activity 2
FPI22032213 ABSA Group Limited Player Journey Being Data Led The adoption 2022/05/01 till 2023/04/30 Verifiable CPD activity 2
FPI22032235 ABSA Group Limited Retirement Planning 2022/06/01 till 2023/05/31 Verifiable CPD activity 1
FPI22032237 ABSA Group Limited Franchise principles 2022/03/01 till 2023/02/28 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
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
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
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
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
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
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
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
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
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
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
FPI22032173 Fundhouse Adviser (Pty) Ltd Fundhouse Market Insights Webinar – 2022 and Beyond 2022/03/01 till 2023/02/28 Verifiable CPD activity 1
FPI22032174 eSTUDY (Pty) Ltd POPIA: Marketing (RENEWAL) 2022/03/14 till 2023/03/13 Verifiable CPD activity 2.5
FPI22032175 eSTUDY (Pty) Ltd POPIA: Legal and Compliance (RENEWAL) 2022/03/14 till 2023/03/13 Verifiable CPD activity 2.5
FPI22032177 Old Mutual Personal Finance Active Listening 2022/06/01 till 2023/05/31 Verifiable CPD activity 2
FPI22032178 Old Mutual Personal Finance Conflict Management with Emotional Intelligence 2022/06/01 till 2023/05/31 Verifiable CPD activity 2
FPI22032179 Old Mutual Personal Finance Collab with Henri & Andre: Annual Reviews 2 2022/02/01 till 2023/01/31 Verifiable CPD activity 1
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
FPI22032182 Old Mutual Personal Finance Facebook Marketing 2022: 1000% Facebook Engagement & Sales 2022/06/01 till 2023/05/31 Verifiable CPD activity 2
FPI22032183 Old Mutual Personal Finance GEPF Adviser Masterclass 2022/06/22 till 2023/06/21 Verifiable CPD activity 0.5
FPI22032110 IRESS MD RSA (Pty) Ltd Coding Essential Client Focus 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
FPI22032112 IRESS MD RSA (Pty) Ltd Coding Essential Advice Modules 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
FPI22032115 IRESS MD RSA (Pty) Ltd Review Management 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
FPI22032117 IRESS MD RSA (Pty) Ltd Xtools+ for Entities 2022/06/01 till 2023/05/31 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
FPI22032121 IRESS MD RSA (Pty) Ltd Building a world-class client experience 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
FPI22032123 IRESS MD RSA (Pty) Ltd Next level prospecting 2022/04/01 till 2023/03/31 Verifiable CPD activity 1.5
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
FPI22032134 GTC (Pty)Ltd GTC Market Update and Analysis 2022/04/01 till 2023/03/31 Verifiable CPD activity 0.5
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
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
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
FPI22032146 VAPS Consultancy (Pty) Ltd Supervision – understanding the new criteria 2022/03/25 till 2023/03/24 Verifiable CPD activity 0.5
FPI22032147 VAPS Consultancy (Pty) Ltd Internet of Things 2022/05/31 till 2023/05/30 Verifiable CPD activity 0.5
FPI22032148 VAPS Consultancy (Pty) Ltd The Process of Debarment 2022/03/21 till 2023/03/20 Verifiable CPD activity 4
FPI22032149 VAPS Consultancy (Pty) Ltd Understanding the FIC ACT 2022/07/18 till 2023/07/17 Verifiable CPD activity 7
FPI22032070 Glacier Financial Holdings (Pty) Ltd Circle of Excellence 2022 2022/02/10 till 2023/02/09 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
FPI22032073 Glacier Financial Holdings (Pty) Ltd Glacier Round Table Session Q1 2022/03/01 till 2023/02/28 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
FPI22032075 Glacier Financial Holdings (Pty) Ltd SP2 Investment Focus Roadshow 2022/04/01 till 2023/03/31 Verifiable CPD activity 1.5
FPI22032078 Glacier Financial Holdings (Pty) Ltd Glacier Summit 2022 Day 2 2022/05/13 till 2023/05/12 Verifiable CPD activity 4
FPI22032080 STANLIB Wealth Management (Pty) Ltd The resilience of balanced funds 2022/03/16 till 2023/03/15 Verifiable CPD activity 0.5
FPI22032082 THE GORDON INSTITUTE OF BUSINESS SCIENCE Online: Presentation Skills Masterclass 2022/03/01 till 2023/02/28 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
FPI22032088 Momentum, a divison of MMI Holdings Quarterly Outlook Presentation March 2022 2022/03/11 till 2023/03/10 Verifiable CPD activity 2.5
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
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
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
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
FPI22032093 Momentum, a divison of MMI Holdings Wealth Matters Roadshow 2022/05/09 till 2023/05/08 Verifiable CPD activity 2.5
FPI22032094 Momentum, a divison of MMI Holdings Outcome Matters May 2022 2022/05/26 till 2023/05/25 Verifiable CPD activity 1
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
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
FPI22032108 IRESS MD RSA (Pty) Ltd Portfolio 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
FPI22022003 Sanlam Life Insurance Limited Intermediary conference - Durban 2022/03/07 till 2023/03/06 Verifiable CPD activity 1.5
FPI22022008 Sygnia Asset Management (Pty) Ltd Economics and Markets Webinar March 2022/03/01 till 2023/02/28 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
FPI22022012 Glacier Financial Holdings (Pty) Ltd Glacier Public Sector Summit 2022/02/08 till 2023/02/07 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
FPI22022014 STANLIB Wealth Management (Pty) Ltd Disruptive 2022 Trends in Wealth Management 2022/03/01 till 2023/02/28 Verifiable CPD activity 1
FPI22022025 Glacier Financial Holdings (Pty) Ltd Glacier Outlook Webinar 2022/02/01 till 2023/01/31 Verifiable CPD activity 2.5
FPI22032030 Analytics Consulting (Pty) Limited APS Due Diligence Part 4 2022/03/01 till 2023/02/28 Verifiable CPD activity 0.5
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
FPI22032039 Naviga Solutions (Pty) Ltd Wealth Hub _ Harmonisation of Retirement Fund 2022/03/25 till 2023/03/24 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
FPI22032043 Amity Investment Solutions (Pty) Ltd Breakfast with Amity & Matrix 2022/03/23 till 2023/03/22 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
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
FPI22032046 LIBERTY GROUP LIMITED Financial Coaching : Advice and Recommendations - Critical Conversations 2022/06/01 till 2023/05/31 Verifiable CPD activity 3
FPI22032051 LIBERTY GROUP LIMITED The Power of the Consumer 2022/06/01 till 2023/05/31 Verifiable CPD activity 6.5
FPI22032052 LIBERTY GROUP LIMITED Financial Coaching 2022/06/01 till 2023/05/31 Verifiable CPD activity 8.5
FPI22032054 LIBERTY GROUP LIMITED Financial Coaching: Confidently engage clients & build successful relationships 2022/06/01 till 2023/05/31 Verifiable CPD activity 2.5
FPI22032059 Naviga Solutions (Pty) Ltd Wealth Hub - Retirement Investment Vehicles 2022/02/26 till 2023/02/25 Verifiable CPD activity 1
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
FPI22021945 LIBERTY GROUP LIMITED Daily Download Special Edition 1 - 2022 2022/04/04 till 2023/04/03 Verifiable CPD activity 1
FPI22021946 PortfolioMetrix Asset Management SA (Pty) Ltd PortfolioMetrix Investment Committee Quarterly Market Update 2022/01/21 till 2023/01/20 Verifiable CPD activity 1
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
FPI22021950 Old Mutual Wealth Monthly PFA Investment Briefing 1 June 2022 2022/06/01till 2023/05/31 Verifiable CPD activity 0.5
FPI22021956 Citadel Investment Services (Pty) Ltd CAM Investment Presentation - February 2022 2022/02/03 till 2023/02/02 Verifiable CPD activity 1.5
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
FPI22021959 Ashburton Fund Managers Proprietary Limited Ashburton Investments Fixed Income 101 Session 2022/02/21till 2023/02/20 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
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
FPI22021979 Sanlam Life Insurance Limited SFP Colloquium: March 2022 2022/03/01 till 2023/02/28 Verifiable CPD activity 1
FPI22021980 Sanlam Life Insurance Limited SFP Colloquium: May 2022 2022/05/03 till 2023/05/02 Verifiable CPD activity 1
FPI22021981 Sanlam Life Insurance Limited Business Assurance Webinar 2022/03/01 till 2023/02/28 Verifiable CPD activity 2
FPI22021983 Sanlam Life Insurance Limited CPD Masterclass III 2021/2022 2022/03/01 till 2023/02/28 Verifiable CPD activity 4.5
FPI22021984 Sanlam Life Insurance Limited SFP Colloquium: April 2022 2022/04/05 till 2023/04/04 Verifiable CPD activity 1
FPI22021987 Sanlam Life Insurance Limited MO AP Business Conference 2022/02/02 till 2023/02/01 Verifiable CPD activity 1
FPI22021993 Sanlam Life Insurance Limited Knowledge Session 5 2022/05/01 till 2023/04/30 Verifiable CPD activity 0.5
FPI22021995 Sanlam Life Insurance Limited Satrix Factor Investing Masterclass 2022/02/24 till 2023/02/23 Verifiable CPD activity 2.5
FPI22021999 Sanlam Life Insurance Limited Critical Conversations 4 2022/02/21till 2023/02/20 Verifiable CPD activity 1.5
FPI22022001 Sanlam Life Insurance Limited Intermediary conference 2022/03/03 till 2023/03/02 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
FPI22021911 Edward Nathan Sonnenbergs Incorporated Managing Cyber Risk as a matter of governance 2022/05/17 till 2023/05/16 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
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
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
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
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
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
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
FPI22021919 Edward Nathan Sonnenbergs Incorporated TCF in the time of LIBOR & JIBAR transition 2022/03/01 till 2023/02/28 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
FPI22021921 Edward Nathan Sonnenbergs Incorporated Core features of the Climate Change Bill, 2021 2022/03/24 till 2023/03/23 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
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
FPI22021924 Old Mutual Wealth Old Mutual Wealth Advice Forum 2022 2022/05/19 till 2023/05/18 Verifiable CPD activity 4
FPI22021926 Momentum, a divison of MMI Holdings Legislative Update 2022 2022/02/01 till 2023/01/31 Verifiable CPD activity 2
FPI22021928 Momentum, a divison of MMI Holdings Global Matters Masterclass Series Workshop 2 2022/03/01 till 2023/02/28 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
FPI22021937 Currencies Direct External Profit Company Pre-requisites for sustained economic growth 2022/03/03 till 2023/03/02 Verifiable CPD activity 2
FPI22021942 LIBERTY GROUP LIMITED QUARTERLY ECONOMIC UPDATE - Q2 2022 2022/04/20 till 2023/04/19 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
FPI22021888 At Work Internet Software Solutions (Pty) Ltd CRM Work Session – Online 2022/03/01 till 2023/02/28 Verifiable CPD activity 2
FPI22021889 At Work Internet Software Solutions (Pty) Ltd FNA Work Session 2022/03/01 till 2023/02/28 Verifiable CPD activity 2
FPI22021890 At Work Internet Software Solutions (Pty) Ltd Post Retirement Cashflow Work Session 2022/03/01 till 2023/02/28 Verifiable CPD activity 1
FPI22021909 Edward Nathan Sonnenbergs Incorporated Retirement funds: key developments 2022/03/01 till 2023/02/28 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
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
FPI22021863 Moonstone Business School of Excellence (Pty) Ltd Introduction to South African Legislation 2022/06/01 till 2023/05/31 Verifiable CPD activity 3
FPI22021864 Masthead (Pty) Ltd Regulatory Update – Know the Impact 2022/03/29 till 2023/03/28 Verifiable CPD activity 3
FPI22021865 Masthead (Pty) Ltd FICA and AML Online Course for Legal Practitioners 2022/02/25 till 2023/02/24 Verifiable CPD activity 4.5
FPI22021868 ABSA Group Limited Absa Investments Annual Equity Franchise Webinar 2022/02/01 till 2023/01/31 Verifiable CPD activity 0.5
FPI22021869 ICTS Legal Services (Pty) Ltd NMG Legal Forum - 15 Feb 2022 2022/02/01 till 2023/01/31 Verifiable CPD activity 2
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
FPI22021873 Momentum, a divison of MMI Holdings Macroeconomic outlook – Q4 2021 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
FPI22021875 Momentum, a divison of MMI Holdings Retirement Annuities 2022/02/01 till 2023/01/31 Verifiable CPD activity 1
FPI22021878 Masthead (Pty) Ltd Profile's Unit Trusts & Collective Investments Part 5 2022/04/05 till 2023/04/04 Verifiable CPD activity 1
FPI22021879 Masthead (Pty) Ltd Profile's Unit Trusts & Collective Investments Part 4 2022/04/05 till 2023/04/04 Verifiable CPD activity 1.5
FPI22021880 Masthead (Pty) Ltd Profile's Unit Trusts & Collective Investments Part 3 2022/04/05 till 2023/04/04 Verifiable CPD activity 1.5
FPI22021881 Masthead (Pty) Ltd Operational Controls and Risk Management Measures Online Course 2022/03/01 till 2023/02/28 Verifiable CPD activity 0.5
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
FPI22021832 Discovery Central Services (Pty) Ltd Default regulations 2022/03/01 till 2023/02/28 Verifiable CPD activity 0.5
FPI22021833 Discovery Central Services (Pty) Ltd Value of advice 2022/03/02 till 2023/03/01 Verifiable CPD activity 1
FPI22021834 Discovery Central Services (Pty) Ltd Protection of personal information 2022/03/01 till 2023/02/28 Verifiable CPD activity 1.5
FPI22021835 Discovery Central Services (Pty) Ltd Financial Needs Analysis (FNA) practical application workshop 2022/03/01 till 2023/02/28 Verifiable CPD activity 6
FPI22021836 Discovery Central Services (Pty) Ltd Time in the market 2022/04/01 till 2023/03/31 Verifiable CPD activity 1
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
FPI22021838 Discovery Central Services (Pty) Ltd Theory of Financial Planning Workshop 2022/03/01 till 2023/02/28 Verifiable CPD activity 7
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
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
FPI22021844 Discovery Central Services (Pty) Ltd The importance of global cover 2022/04/01 till 2023/03/31 Verifiable CPD activity 1.5
FPI22021845 Affinity Business School (Pty) Ltd FAIS General Code of Conduct & Ethics 2022/03/01 till 2023/02/28 Verifiable CPD activity 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
FPI22021849 Old Mutual Personal Finance Savings and Investments - Module 3 - Investment Portfolios 2022/03/01 till 2023/02/28 Verifiable CPD activity 1.5
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
FPI22021852 Old Mutual Personal Finance Budget Review 2022 (Francois du Toit) 2022/03/01 till 2023/02/28 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
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
FPI22021859 Schroder Investment Management Limited Schroders Investment Symposium South Africa 2022/03/02 till 2023/03/01 Verifiable CPD activity 3.5
FPI22021860 STANLIB Wealth Management (Pty) Ltd In the Room with Morningstar 2022/02/22 till 2023/02/21 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
FPI22021811 Moonstone Business School of Excellence (Pty) Ltd Fundamentals of Estate Planning 2022/04/01 till 2023/05/31 Verifiable CPD activity 6
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
FPI22021813 Moonstone Business School of Excellence (Pty) Ltd Introduction to Fintech 2022/04/01 till 2023/05/31 Verifiable CPD activity 2.5
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
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
FPI22021816 Moonstone Business School of Excellence (Pty) Ltd Getting to know POPIA 2022/05/01 till 2023/05/31 Verifiable CPD activity 1
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
FPI22021818 Moonstone Business School of Excellence (Pty) Ltd Fundamentals of Investment Planning 2022/05/01 till 2023/05/31 Verifiable CPD activity 3.5
FPI22021819 Moonstone Business School of Excellence (Pty) Ltd Managing POPIA 2022/05/01 till 2023/05/31 Verifiable CPD activity 6.5
FPI22021820 Moonstone Business School of Excellence (Pty) Ltd Building Assertiveness and Self- Confidence 2022/05/01 till 2023/05/31 Verifiable CPD activity 4
FPI22021821 PSG Wealth Financial Planning (Pty) Ltd Bellville Fire Protection - Module 16 2022/03/01 till 2023/02/28 Verifiable CPD activity 0.5
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
FPI22021824 ABSA Group Limited Sub-Saharan Africa macroeconomic and strategy roadshow 2022/02/01 till 2023/01/31 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
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
FPI22021827 Discovery Central Services (Pty) Ltd Simplifying your offshore sales 2022/04/01 till 2023/03/31 Verifiable CPD activity 1
FPI22021828 Discovery Central Services (Pty) Ltd Tax implications on Endowments vs Unit Trusts 2022/04/01 till 2023/03/31 Verifiable CPD activity 1
FPI22021829 Discovery Central Services (Pty) Ltd Retirement Planning 2022/04/01 till 2023/03/31 Verifiable CPD activity 1.5
FPI22021830 Discovery Central Services (Pty) Ltd Business insurance: Property class 2022/03/01 till 2023/02/28 Verifiable CPD activity 2
FPI22021831 Discovery Central Services (Pty) Ltd Retirement Tax Renewal 2022/03/01 till 2023/02/28 Verifiable CPD activity 2
FPI22021782 AC Develop (Pty) Ltd Machinery 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
FPI22021784 AC Develop (Pty) Ltd Electrical Goods Manufacturing 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
FPI22021786 AC Develop (Pty) Ltd Garden Maintenance Liability Risks 2022/03/01 till 2023/02/28 Verifiable CPD activity 1
FPI22021787 AC Develop (Pty) Ltd Food Retail Liability Risks 2022/03/01 till 2023/02/28 Verifiable CPD activity 1
FPI22021788 AC Develop (Pty) Ltd Food & Beverage 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
FPI22021791 AC Develop (Pty) Ltd Clothing Industry 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
FPI22021793 AC Develop (Pty) Ltd Automotive Liability Risks 2022/02/01 till 2023/01/31 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
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
FPI22021797 Full Value Financial Services (Pty) Ltd Into to Fintech in FS Industry 2022/02/15 till 2023/02/14 Verifiable CPD activity 6
FPI22021798 Full Value Financial Services (Pty) Ltd Economic Principles renewal 2022/02/15 till 2023/02/14 Verifiable CPD activity 3
FPI22021800 ICTS Legal Services (Pty) Ltd PFP - Pension Fund Partners 2022/01/28 till 2023/01/27 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
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
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
FPI22021767 Moonstone Business School of Excellence (Pty) Ltd Fundamentals of Retirement Planning 2022/05/01 till 2023/05/31 Verifiable CPD activity 6.5
FPI22021707 Affinity Business School (Pty) Ltd Understanding Treating Customers Fairly 2022/02/28 till 2023/02/27 Verifiable CPD activity 2.5
FPI22021724 Affinity Business School (Pty) Ltd Coronavirus in the Workplace 2022/02/28 till 2023/02/27 Verifiable CPD activity 1
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
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
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
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
FPI22021737 Infinitus Risk Management Service (Pty) Ltd Infinitus Superhero Training Mini Workshop 2022/02/15 till 2023/02/14 Verifiable CPD activity 0.5
FPI22021740 Moonstone Business School of Excellence (Pty) Ltd Refresher Long-term Insurance 2022/06/03 till 2023/06/02 Verifiable CPD activity 7
FPI22021742 Optimum Investment Group (Pty) Ltd Advisor Feedback and Market Update 2022/02/07 till 2023/02/06 Verifiable CPD activity 1
FPI22021746 Insurance Publications CC FAnews Magazine February 2022 2022/02/01 till 2023/01/31 Verifiable CPD activity 3
FPI22021753 eSTUDY (Pty) Ltd Fundamentals of the Competition Act 2022/02/01 till 2023/01/31 Verifiable CPD activity 2
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
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
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
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
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
FPI22021764 Prescient Investment Management (Pty) Ltd Prescient China Update Q4 2021 2022/03/01 till 2023/02/28 Verifiable CPD activity 0.5
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
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
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
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
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
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
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
FPI22021689 Asset TV (Pty) Ltd ESG VIRTUAL CONFERENCE -2022 2022/05/03 till 2023/05/02 Verifiable CPD activity 3.5
FPI22021690 Asset TV (Pty) Ltd Fixed Income Masterclass 2022/05/11 till 2023/05/10 Verifiable CPD activity 1
FPI22021691 Asset TV (Pty) Ltd Global Solutions Roundtable 2022/02/01 till 2023/01/31 Verifiable CPD activity 0.5
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
FPI22021694 The Institute of Health Risk Managers (Pty) Ltd Communicate with Care 2022/02/10 till 2023/02/09 Verifiable CPD activity 2
FPI22021695 Moonstone Business School of Excellence (Pty) Ltd Fundamentals of Business Assurance 2022/04/01 till 2023/05/31 Verifiable CPD activity 6.5
FPI22021697 Moonstone Business School of Excellence (Pty) Ltd Communication Skills 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
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
FPI22021700 Moonstone Business School of Excellence (Pty) Ltd Sales within a contact centre 2022/02/01 till 2023/01/31 Verifiable CPD activity 2
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
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
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
FPI22021704 Moonstone Business School of Excellence (Pty) Ltd Business Continuity Planning 2022/05/01 till 2023/05/31 Verifiable CPD activity 1.5
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
FPI22021706 Moonstone Business School of Excellence (Pty) Ltd Vehicle Financing 2022/02/01 till 2023/05/31 Verifiable CPD activity 2.5
FPI22021664 Asset TV (Pty) Ltd OUTLOOK 2022 - GLOBAL AND LOCAL ECONOMIST PANEL 2022/01/31till 2023/01/30 Verifiable CPD activity 0.5
FPI22021665 Asset TV (Pty) Ltd Local Equities I Masterclass 2022/03/11 till 2023/03/10 Verifiable CPD activity 1
FPI22021666 Asset TV (Pty) Ltd Local Property I Masterclass 2022/03/11 till 2023/03/10 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
FPI22021668 Asset TV (Pty) Ltd Balanced Funds I Masterclass 2022/03/01 till 2023/02/28 Verifiable CPD activity 1
FPI22021669 Asset TV (Pty) Ltd OUTLOOK 2022 - ESG PANEL 2022/01/31till 2023/01/30 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
FPI22021671 Asset TV (Pty) Ltd DFM I Masterclass 2022/03/24 till 2023/03/23 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
FPI22021673 Asset TV (Pty) Ltd Impact Investing I Roundtable 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
FPI22021675 Asset TV (Pty) Ltd Hedge Funds I Masterclass 2022/04/13 till 2023/04/12 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
FPI22021677 Asset TV (Pty) Ltd OUTLOOK 2022 - LOCAL MULTI- ASSET PANEL 2022/01/31till 2023/01/30 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
FPI22021679 Asset TV (Pty) Ltd RMB Webinar I Eskom State of System 2022/02/01 till 2023/01/31 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
FPI22021682 Asset TV (Pty) Ltd Global Economic Update and Market Performance 2022/02/18 till 2023/02/17 Verifiable CPD activity 0.5
FPI22021683 Asset TV (Pty) Ltd Sharia'h Investments I Masterclass 2022/02/01 till 2023/01/31 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
FPI22011554 AC Develop (Pty) Ltd General Code of Conduct 2022/02/01 till 2023/01/31 Verifiable CPD activity 2
FPI22011555 AC Develop (Pty) Ltd Unpacking the Amended FSC 2022/01/10 till 2023/01/09 Verifiable CPD activity 3.5
FPI22011573 Prescient Investment Management (Pty) Ltd Prescient Multi-Asset Update Q4 2021 2022/01/25 till 2023/01/24 Verifiable CPD activity 0.5
FPI22021576 FundNews Africa CC HedgeNews Africa Symposium 2022 2022/03/09 till 2023/03/08 Verifiable CPD activity 6.5
FPI22021579 The Collaborative Exchange (Pty) Ltd Discovery Retirement Summit 2022 2022/01/24 till 2023/01/23 Verifiable CPD activity 3
FPI22021580 The Collaborative Exchange (Pty) Ltd STANLIB Asset Management Roadshow 2022 2022/02/10 till 2023/02/09 Verifiable CPD activity 2.5
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
FPI22021597 Naviga Solutions (Pty) Ltd Wealth Hub 2022/02/01 till 2023/01/31 Verifiable CPD activity 1
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
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
FPI22021603 Moonstone Business School of Excellence (Pty) Ltd F&I Vehicle Warranties 2022/03/01 till 2023/05/31 Verifiable CPD activity 1.5
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
FPI22021616 Masthead (Pty) Ltd Practice Management Principles 1 – Leadership Competence 2022/02/01 till 2023/01/31 Verifiable CPD activity 1
FPI22021617 Masthead (Pty) Ltd Amendments to the General Code of Conduct 2022/03/01 till 2023/02/28 Verifiable CPD activity 3
FPI22021618 Masthead (Pty) Ltd Practice Management Principles 2 – Business Planning 2022/02/15 till 2023/02/14 Verifiable CPD activity 1.5
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
FPI22021622 Masthead (Pty) Ltd FICA and AML Online Course for Motor Vehicle Dealers 2022/02/21till 2023/02/20 Verifiable CPD activity 4.5
FPI22021661 Moonstone Business School of Excellence (Pty) Ltd Principles of Financial Management 2022/04/01 till 2023/05/31 Verifiable CPD activity 2.5
FPI22021662 Asset TV (Pty) Ltd Outlook 2022 2022/01/31till 2023/01/30 Verifiable CPD activity 8
FPI22021663 Asset TV (Pty) Ltd Outlook 2022 - GLOBAL EQUITIES PANEL 2022/01/31till 2023/01/30 Verifiable CPD activity 0.5
FPI22011526 Milpark Education (Pty) Ltd Social Media Use for Key Individuals (SMUK1-OS) 2022/06/01 till 2023/05/31 Verifiable CPD activity 3
FPI22011527 Milpark Education (Pty) Ltd Practice Management (PMANA1-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
FPI22011529 Milpark Education (Pty) Ltd Investment Planning (INPLA1-OS) 2022/06/01 till 2023/05/31 Verifiable CPD activity 6
FPI22011530 Milpark Education (Pty) Ltd Cultural Diversity in Financial Planning (CDFPL1-OS) 2022/06/01 till 2023/05/31 Verifiable CPD activity 4
FPI22011531 Milpark Education (Pty) Ltd Regulatory Requirements for Replacements (RRREP10OS) 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
FPI22011533 Milpark Education (Pty) Ltd Disability Cover (DISCO1-OS) 2022/06/01 till 2023/05/31 Verifiable CPD activity 2
FPI22011534 Milpark Education (Pty) Ltd The POPI Act (POPAC1-OS) 2022/06/01 till 2023/05/31 Verifiable CPD activity 2.5
FPI22011535 Milpark Education (Pty) Ltd Social Media Use (SMEDU1-OS) 2022/06/01 till 2023/05/31 Verifiable CPD activity 5.5
FPI22011538 Milpark Education (Pty) Ltd FICA Annual Update (FICAU1-OS) 2022/06/01 till 2023/05/31 Verifiable CPD activity 6
FPI22011539 Milpark Education (Pty) Ltd Constructing a Client Portfolio (CCPOR1-OS) 2022/06/01 till 2023/05/31 Verifiable CPD activity 2
FPI22011540 Milpark Education (Pty) Ltd Ethical Investments (EINVE1-OS) 2022/06/01 till 2023/05/31 Verifiable CPD activity 2
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
FPI22011542 Milpark Education (Pty) Ltd Ethics For Financial Planners (ECSFP1-OS) 2022/06/01 till 2023/05/31 Verifiable CPD activity 2.5
FPI22011543 Milpark Education (Pty) Ltd Global Investment Strategies (GISTR1-OS) 2022/06/01 till 2023/05/31 Verifiable CPD activity 1.5
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
FPI22011546 Noble Private Portfolios (Pty) Ltd Noble Private Portfolios: Investment Seminar 2022/03/01 till 2023/02/28 Verifiable CPD activity 0.5
FPI22011547 Noble Private Portfolios (Pty) Ltd Noble Private Portfolios: Investment Seminar 2022/03/01 till 2023/02/28 Verifiable CPD activity 1.5
FPI22011549 Sanlam Life Insurance Limited Leads Best Practices Training 2022/02/01 till 2023/01/31 Verifiable CPD activity 1.5
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
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
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
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
FPI22011429 Nedgroup Investments (Pty) Ltd Investment Insights I Navigating geopolitical uncertainty 2022/03/01 till 2023/02/28 Verifiable CPD activity 0.5
FPI22011432 Nedgroup Investments (Pty) Ltd Core Perspective: The Passive allocation dilemma 2022/05/11 till 2023/05/10 Verifiable CPD activity 0.5
FPI22011459 VAPS Consultancy (Pty) Ltd Bribery and Corruption 2022/07/25 till 2023/07/24 Verifiable CPD activity 5.5
FPI22011460 VAPS Consultancy (Pty) Ltd Policy Protection Rules 2022/02/01 till 2023/01/31 Verifiable CPD activity 5
FPI22011464 Sygnia Asset Management (Pty) Ltd Economics and Markets Webinar January 2022/01/24 till 2023/01/23 Verifiable CPD activity 0.5
FPI22011499 Allan Gray (Pty) Ltd Allan Gray Tax update and retirement reform discussion 2022/03/01 till 2023/02/28 Verifiable CPD activity 2
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
FPI22011501 Allan Gray (Pty) Ltd Allan Gray Upington Industry Day - 09 March 2022 2022/03/01 till 2023/02/28 Verifiable CPD activity 1
FPI22011502 Allan Gray (Pty) Ltd Allan Gray Quarterly Commentary - Quarter 4 - 2021 2022/01/27 till 2023/01/26 Verifiable CPD activity 1.5
FPI22011503 Allan Gray (Pty) Ltd Allan Gray Quarterly Commentary - Quarter 1 - 2022 2022/04/26 till 2023/04/25 Verifiable CPD activity 1.5
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
FPI22011506 Allan Gray (Pty) Ltd Allan Gray GEPF workshop: Session 2 2022/04/22 till 2023/04/21 Verifiable CPD activity 2.5
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
FPI22011508 Allan Gray (Pty) Ltd A practical approach to tax savvy financial planning 2022/04/19 till 2023/0418 Verifiable CPD activity 1.5
FPI22011520 Analytics Consulting (Pty) Limited APS Investment Strategy Workshop 2022/04/07 till 2023/04/06 Verifiable CPD activity 2
FPI22011525 Milpark Education (Pty) Ltd Consequences of Non-Disclosure (CONND1-OS) 2022/06/01 till 2023/05/31 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
FPI22011360 Marriott Asset Management (Pty)Ltd Marriott Roadshow Presentation Part 1 2022/02/08 till 2023/02/07 Verifiable CPD activity 1
FPI22011362 Marriott Asset Management (Pty)Ltd Marriott Roadshow Presentation Part 2 2022/03/02 till 2023/03/01 Verifiable CPD activity 0.5
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
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
FPI22011368 Moonstone Business School of Excellence (Pty) Ltd Moonstone Investment Indicators 2022/02/12 till 2023/02/11 Verifiable CPD activity 0.5
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
FPI22011370 Moonstone Business School of Excellence (Pty) Ltd Understanding POPIA 2022/03/01 till 2023/05/31 Verifiable CPD activity 4
FPI22011371 Elite Wealth (Pty) Ltd Elite Wealth Administration Software Training 2022/01/24 till 2023/01/23 Verifiable CPD activity 4
FPI22011372 Elite Wealth (Pty) Ltd Elite Wealth Financial Planning Software Training 2022/01/24 till 2023/01/23 Verifiable CPD activity 4.5
FPI22011374 Elite Wealth (Pty) Ltd Business Needs Analysis Training 2022/01/26 till 2023/01/25 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
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
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
FPI22011390 Moonstone Business School of Excellence (Pty) Ltd Moonstone Monitor - Bulk Newsletter 2022/02/05 till 2023/02/04 Verifiable CPD activity 0.5
FPI22011401 REZCO Asset Management (Pty) Ltd REZCO WEBINAR FEBRUARY 2022 2022/02/14 till 2023/02/13 Verifiable CPD activity 0.5
FPI22011415 VAPS Consultancy (Pty) Ltd Introduction to Short Term Insurance 2022/02/01 till 2023/01/31 Verifiable CPD activity 6.5
FPI22011416 VAPS Consultancy (Pty) Ltd General Code of Conduct 2022/02/05 till 2023/02/04 Verifiable CPD activity 4
FPI22011418 Nedgroup Investments (Pty) Ltd Responsible Investment Summit: Biodiversity at Risk 2022/02/08 till 2023/02/07 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
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
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
FPI21120334 Ninety One SA (Pty) Ltd Taking Stock Summer 2022 16 Feb 2022 till 01 March 2022 Verifiable CPD activity 1.5
FPI21120335 PPS Insurance Company Limited Advanced Investments program 01 March 2022 till 28 Feb 2023 Verifiable CPD activity 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
FPI21120337 Momentum a division of MMI Holdings Moments with our Investment Gurus 17 March 2022 till 16 March 2023 Verifiable CPD activity 1.5
FPI22011335 AC Develop (Pty) Ltd FIA AGM - Psychology of Wealth 2022/01/20 till 2023/01/19 Verifiable CPD activity 1
FPI22011336 eSTUDY (Pty) Ltd FAIS General Code of Conduct 2022/01/31till 2023/01/30 Verifiable CPD activity 3
FPI22011337 eSTUDY (Pty) Ltd Fundamentals of Corporate Governance 2022/01/31till 2023/01/30 Verifiable CPD activity 2.5
FPI22011340 AC Develop (Pty) Ltd A Case for South Africa 2022/02/01 till 2023/01/31 Verifiable CPD activity 1.5
FPI22011341 AC Develop (Pty) Ltd Electrical Contractors Liability Risks 2022/03/01 till 2023/02/28 Verifiable CPD activity 1
FPI22011343 Intuition Publishing Ltd Quant Expert 2022/01/24 till 2023/01/23 Verifiable CPD activity 8
FPI22011345 Intuition Publishing Ltd FinTech 1 2022/01/24 till 2023/01/23 Verifiable CPD activity 1
FPI22011346 Intuition Publishing Ltd FinTech 2 2022/01/24 till 2023/01/23 Verifiable CPD activity 7.5
FPI22011347 STANLIB Wealth Management (Pty) Ltd Investing for Income in 2022 2022/01/19 till 2023/01/18 Verifiable CPD activity 1
FPI22011348 Intuition Publishing Ltd Credit Manager 2022/01/24 till 2023/01/23 Verifiable CPD activity 14.5
FPI22011350 Intuition Publishing Ltd Income and Finance 2022/01/24 till 2023/01/23 Verifiable CPD activity 11
FPI22011351 Intuition Publishing Ltd Risk Management for Asset Managers 2022/01/24 till 2023/01/23 Verifiable CPD activity 6
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
FPI22011355 The Sherq Centre of Excellence (Pty) Ltd Cyber Security 2022/01/19 till 2023/01/18 Verifiable CPD activity 5
FPI21120307 Discovery Central Services (Pty) Ltd Renewal: Ensuring your clients have sufficient maternity cover 01 February 2022 – 31 January 2023 Verifiable CPD activity 1
FPI21120308 Discovery Central Services (Pty) Ltd Renewal: Advancements in telemedicine 01 February 2022 – 31 January 2023 Verifiable CPD activity 1
FPI21120309 Discovery Central Services (Pty) Ltd Renewal: Mental wellbeing 01 February 2022 – 31 January 2023 Verifiable CPD activity 2
FPI21120310 Investec Bank Limited Macro Monday – Economic & Market Update Every Monday from 1 May 2022 31 May 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
FPI21120312 Investec Bank Limited Macro Monday – Economic & Market Update Every Monday from 1 July 2022 31 July 2022 Verifiable CPD activity 2.5
FPI21120314 Old Mutual Personal Finance IFA Association bi-weekly webinar 01-Mar-22 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
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
FPI21120317 Discovery Central Services (Pty) Ltd Cyber Risk 01 March 2022 - 01 March 2023 Verifiable CPD activity 1
FPI21120318 Ninety One SA (Pty) Ltd Masterclass series, Part 2 & 3 (10 Feb) 10-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
FPI21120320 FNB Stock Broking and Portfolio Management (Pty) Ltd 09 Feb 2022 Investment Meeting - Listed Property 09-Feb-22 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
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
FPI21120323 Morningstar Investment Management South Africa (Pty) Ltd Monthly Market Review/Update February 2022 04-Feb-22 Verifiable CPD activity 0.5
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
FPI21120325 Momentum a division of MMI Holdings Momentum Connect Edition 6. 07-Mar-22 Verifiable CPD activity 1
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
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
FPI21120306 Discovery Central Services (Pty) Ltd Renewal: Medical inflation and how it is calculated 01 February 2022 – 31 January 2023 Verifiable CPD activity 1
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
FPI21120285 ABSA Group Limited Absa Healthcare Conference 2022 09 February 2022 & 10 February 2022 Verifiable CPD activity 8
FPI21120286 PPS Financial Advisory, a division of PPS Insurance Company Limited ASE Conference 17 February 2022 - 18 February 2022 Verifiable CPD activity 4.5
FPI21120290 Ninety One SA (Pty) Ltd Masterclass series, Part 2 03-Feb-22 Verifiable CPD activity 1
FPI21120291 Momentum Consultants & Actuaries MCA Consultants Forum 28-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
FPI21120293 Liberty Group Limited Lifestyle Protector & Covid Update webinar 31-Jan-22 Verifiable CPD activity 0.5
FPI21120294 Old Mutual Wealth Goal Setting Workshop Module 1 01-Jan Verifiable CPD activity 2
FPI21120295 Old Mutual Wealth Integrated Behavioural Coaching Course (IBCC) 1 March 2022 – 28 February 2023 Verifiable CPD activity 52.5
FPI21120296 Ninety One SA (Pty) Ltd Masterclass series, Part 3 10-Feb-22 Verifiable CPD activity 1.5
FPI21120297 Discovery Central Services (Pty) Ltd Foreign exchange (forex) 01 February 2022 - 01 February 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
FPI21120299 Momentum a division of MMI Holdings Business Assurance Refresher Part 2 1 February 2022 - 31 January 2023 Verifiable CPD activity 1.5
FPI21120300 Momentum a division of MMI Holdings MFP Outcome Matters March 2022 1 March 2022 - 28 February 2023 Verifiable CPD activity 1
FPI21120301 Old Mutual Personal Finance Financial planning for the future event 24-Feb-22 Verifiable CPD activity 1
FPI21120302 Discovery Central Services (Pty) Ltd Machine learning in short-term insurance 01 February 2022 – 31 January 2023 Verifiable CPD activity 1
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
FPI21120304 Discovery Central Services (Pty) Ltd Renewal: Understanding life insurance premiums 01 February 2022 – 31 January 2023 Verifiable CPD activity 0.5
FPI21120305 Discovery Central Services (Pty) Ltd COVID and the way forward 01 February 2022 – 31 January 2023 Verifiable CPD activity 1
FPI21120249 Towers Watson (Pty) Ltd Consultancy Forum [January 2022] 26-Jan-22 Verifiable CPD activity 2.5
FPI21120252 PPS Academy, a division of PPS Insurance (Pty) Ltd The PPS Sales Convention: Day 1 19-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
FPI21120254 PS Academy, a division of PPS Insurance Ltd The PPS Sales Convention: Day 3 21-Jan-22 Verifiable CPD activity 2
FPI21120255 Morningstar Investment Management South Africa (Pty) Ltd Managed Portfolio Review 28-Jan-22 Verifiable CPD activity 0.5
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
FPI21120259 Liberty Group Limited Client Engagements & Annual Reviews 03 February 2022 - 02 February 2023 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
FPI21120261 Moonstone Business School of Excellence (Pty) Ltd Personal Financial Management and Budgeting 30 November 2021 - 20 November 2022 Verifiable CPD activity 2.5
FPI21120262 Old Mutual Personal Finance Social Media for Financial Professionals 2022 01 February 2022 - 31 January 2023 Verifiable CPD activity 1
FPI21120263 Old Mutual Personal Finance Estate Planning 2022 01 February 2022 - 31 January 2023 Verifiable CPD activity 7.5
FPI21120270 Asset TV (Pty) Ltd RETIREMENT BENEFITS CONSULTING I MASTERCLASS 31 January 2022 - 30 January 2023 Verifiable CPD activity 0.5
FPI21120272 Investec Bank Limited Schroder’s Global Energy Transition Update 11-Feb-22 Verifiable CPD activity 1
FPI21120273 Ninety One SA (Pty) Ltd Insights webinar 20-Jan-22 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
FPI21120276 Momentum a division of MMI Holdings Sales Guru Talk with Marc Keating 25 Janury 2022 - 24 January 2023 Verifiable CPD activity 1
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
FPI21120278 Alexander Forbes Financial Services (Pty) Ltd External Independent Financial Adviser session: Economics update– February 2022 01-Feb-22 Verifiable CPD activity 1.5
FPI21120279 Alexander Forbes Financial Services (Pty) Ltd Retirement Savvy – February 2022 04-Feb-22 Verifiable CPD activity 2
FPI21120280 Ninety One SA (Pty) Ltd Masterclass series, Part 1 27-Jan-22 Verifiable CPD activity 1
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
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
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
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
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
FPI21120230 PSG Wealth Financial Planning (Pty) Ltd Bellville Fire Protection: Module 6 01 February 2022 – 31 January 2023 Verifiable CPD activity 1
FPI21120231 PSG Wealth Financial Planning (Pty) Ltd Bellville Short-term Insurance: Commercial Lines 01 February 2022 – 31 January 2023 Verifiable CPD activity 1.5
FPI21120232 PSG Wealth Financial Planning (Pty) Ltd Bellville Fire Protection: Module 8 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
FPI21120234 PSG Wealth Financial Planning (Pty) Ltd Bellville Fire Protection: Module 10 01 February 2022 – 31 January 2023 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
FPI21120236 Asset TV (Pty) Ltd EXPLORING JUST ENERGY TRANSITION WITH ESKOM’S MANDY RAMBHAROS 03 December 2021 Verifiable CPD activity 0.5
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
FPI21120238 Asset TV (Pty) Ltd UNPACKING THE MUNICIPAL ELECTION RESULTS 05 November 2021 Verifiable CPD activity 1
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
FPI21120240 Investec Bank Limited Investec World Axis Conference 01 February 2022 – 30 April 2022 Verifiable CPD activity 3
FPI21120241 Investec Bank Limited UK resident, non-domiciled proposition 23 and 24 February 2022 Verifiable CPD activity 4.5
FPI21120242 Liberty Group Limited QUARTERLY ECONOMIC UPDATE - Q1 2022 02-Feb-22 Verifiable CPD activity 1
FPI21120243 Discovery Central Services (Pty) Ltd Budget 2022 24 February 2022 - 24 February 2023 Verifiable CPD activity 1
FPI21120244 Coronation Management Company (Pty) Ltd Conversations with Coronation: Kick off 2022 19 January 2022 - 19 January 2023 Verifiable CPD activity 1
FPI21120203 Standard Bank of South Africa Ltd Ministry of Finance Egypt 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
FPI21120205 Standard Bank of South Africa Ltd IMF Policy Maker/Investor meetings – Kenya – Mary Goodman 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
FPI21120207 Standard Bank of South Africa Ltd IMF Angola 11 – 14 October 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
FPI21120209 Standard Bank of South Africa Ltd Group call with Rui Ma, Founder of Tech Buzz China 17 November 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
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
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
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
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
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
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
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
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
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
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
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
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
FPI21120182 Discovery Central Services (Pty) Ltd Financial Crime 01 November 2021 - 31 October 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
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
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
FPI21120186 Discovery Central Services (Pty) Ltd Life Cycle of retirement planning 01 November 2021 - 31 October 2022 Verifiable CPD activity 1
FPI21120187 Investec Bank Limited Macro Monday - Economic and Market Update April 01 April 2022 - 30 April 2022 Verifiable CPD activity 2.5
FPI21120188 Investec Bank Limited Macro Monday - Economic and Market Update March 01 March 2022 - 31 March 2022 Verifiable CPD activity 2.5
FPI21120190 Alexander Forbes Financial Services (Pty) Ltd AF Academy : Infinite possibilities for your practice 01 January 2022 - 31 December 2022 Verifiable CPD activity 11
FPI21120191 Sanlam Sky Business Ethics 01 January 2022 - 31 December 2022 Verifiable CPD activity 3
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
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
FPI21120194 PPS Academy, a division of PPS Insurance (Pty) Ltd Compliance Renewal 01 February 2022 - 31 January 2023 Verifiable CPD activity 6
FPI21120195 PPS Academy, a division of PPS Insurance (Pty) Ltd Ethics Renewal 01 March 2022 - 28 February 2023 Verifiable CPD activity 2
FPI21120196 PPS Academy, a division of PPS Insurance (Pty) Ltd Presentation excellence renewal 01 March 2022 - 28 February 2023 Verifiable CPD activity 22.5
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
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
FPI21120199 PPS Academy, a division of PPS Insurance (Pty) Ltd Sales Resilience 01 March 2022 - 28 February 2023 Verifiable CPD activity 13
FPI21120200 Old Mutual Personal Finance 7 Habits to build a legendary financial services Practice 01 February 2022 - 01 January 2023 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
FPI21120202 Standard Bank of South Africa Ltd Standard Bank IMF Policy Maker/Investor meetings 11 – 14 October 2021 Verifiable CPD activity 1
FPI21120154 AC Develop (Pty) Ltd OCS Legal Update Oct 2021 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
FPI21120156 AC Develop (Pty) Ltd MUA Digital Literacy - ON1035888 01st December 2021 – 01st December 2022 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
FPI21120163 Towers Watson (Pty) Ltd Consultancy Forum Sept 2021 01 September 2021 till 30 September 2021 Verifiable CPD activity 1
FPI21120164 Towers Watson (Pty) Ltd Consultancy Forum Oct 2021 01 Oct 2021 till 30 Oct 2021 Verifiable CPD activity 1.5
FPI21120165 Foord Asset Management (Pty) Ltd Mind of the Manager Foord Nov 2021 30th November 2021 Verifiable CPD Activity 0.5
FPI21120166 University of Free State Renewal of CPD programme: Financial Coaching 01 January 2021 – 31 December 2021 Verifiable CPD Activity 26
FPI21120167 University of Free State Renewal of CPD programme: Employee Benefits 01st November 2021 – 31st October 2022 Verifiable CPD Activity 23
FPI21120170 Sanlam Life Insurance Limited Critical Conversations - The Future of Sustainability 15th November 2021 – 15th November 2022 Verifiable CPD Activity 1.5
FPI21120171 Sanlam sky Presentation Skills 01st November 2021 – 01st November 2022 Verifiable CPD Activity 4
FPI21120172 Sanlam sky Fundamentals of Financial Advisory 01st November 2021 – 01st November 2022 Verifiable CPD Activity 1.5
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
FPI21120174 Old Mutual Wealth Anti-Money Laundering Role Based Training: Old Mutual Group Obligations 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
FPI21120176 Old Mutual Wealth Anti-Money Laundering Role Based Training: Employee TrainingRequirements 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
FPI21120178 Old Mutual Wealth Anti-Money Laundering Role Based Training: Client Due Diligence 01st November 2021 – 01st 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
FPI21120181 Discovery Central Services (Pty) Ltd Risk Engineering for commercial insurance 01 December 2021 - 30 November 2022 Verifiable CPD activity 1
FPI21120132 STANLIB Wealth Management (Pty) Ltd 1nvest Think Forum 08th November 2021 Verifiable CPD activity 0.5
FPI21120133 NBC Holdings (Pty) Ltd FICA REFRESHER TRAINING 10th November 2021 Verifiable CPD activity 3
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
FPI21120135 Alexander Forbes Financial Services (Pty) Ltd Legal - Technical Update 26 Nov 2021 26 November 2021 till 25 November 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
FPI21120138 Old Mutual Wealth Anti-Money Laundering Role Based Training: Ongoing Due Diligence 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
FPI21120140 Old Mutual Wealth Anti-Money Laundering Role Based Training: Sanctions Screening 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
FPI21120142 Old Mutual Wealth Anti-Money Laundering Role Based Training: Record Keeping 01 Dec 2021 till 30 Nov 2022 Verifiable CPD activity 1
FPI21120143 Old Mutual Wealth AML General Awareness 01 Dec 2021 till 30 Nov 2022 Verifiable CPD activity 1.5
FPI21120144 Sanlam sky Budgets and Financial Reports course 01 Dec 2021 till 30 Nov 2022 Verifiable CPD activity 4.5
FPI21120145 Sanlam sky Entrepreneurshp Course 01 Dec 2021 till 30 Nov 2022 Verifiable CPD activity 3.5
FPI21120146 Sanlam sky Financial Planning Basics Course 01 November 2021 till 31 October 2022 Verifiable CPD activity 7.5
FPI21120147 Sanlam sky Party Due diligence course 01 November 2021 till 31 October 2022 Verifiable CPD activity 1.5
FPI21120149 AC Develop (Pty) Ltd Hollard Insure Regional & COE Market Review - Nov 2021 02nd & 03rd November 2021 Verifiable CPD Activity 11
FPI21120150 AC Develop (Pty) Ltd GIB Africa Alliance Conference 2021 06th & 07th October 2021 Verifiable CPD Activity 5
FPI21120151 AC Develop (Pty) Ltd OCS Legal Update July 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
FPI21120153 AC Develop (Pty) Ltd OCS Legal Update Sept 2021 01st December 2021 – 01st December 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
FPI21120113 AC Develop (Pty) Ltd D&O Liability Market Review 01 Dec 2021 till 30 November 2022 Verifiable CPD activity 1
FPI21120114 AC Develop (Pty) Ltd Cyber Trends Outlook 2022 01 Dec 2021 till 30 November 2022 Verifiable CPD activity 1
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
FPI21120116 Momentum, a divison of MMI Holdings Policy Role-Players CPD Application 01 Dec 2021 till 30 November 2022 Verifiable CPD activity 1.5
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
FPI21120118 ABSA Group Limited ABSA Fixed Income Roadshow 16th – 30th November 2021 Verifiable CPD activity 1
FPI21120119 Compliance Online (Pty) Ltd FICA for Accountable Institutions 01st November 2021 – 31st October 2022 Verifiable CPD activity 2.5
FPI21120120 Octomate Education (Pty) Ltd Long Term Reinsurance Policies (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
FPI21120122 Octomate Education (Pty) Ltd PL Liability Policy (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
FPI21120124 Octomate Education (Pty) Ltd Personal Lines Motor Insurance (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
FPI21120126 Octomate Education (Pty) Ltd PL Short-term Reinsurance Policies (COB&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
FPI21120128 Octomate Education (Pty) Ltd POPI Act (CPD) 01st December 2021 – 01st December 2022 Verifiable CPD activity 3.5
FPI21120129 Octomate Education (Pty) Ltd Sinking Fund Policies (COB&CPD) 01st December 2021 – 01st December 2022 Verifiable CPD activity 2.5
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
FPI21120131 Ashburton Fund Managers Proprietary Limited Ashburton Investments Informative Networking Lunch 2021 24th November 2021 – 02nd December 2021 Verifiable CPD activity 0.5
FPI21120091 Nedbank Limited Client Connectedness Programme 01st February 2022 – 01st February 2023 Verifiable CPD activity 14
FPI21120092 Octomate Education (Pty) Ltd FICA 01 December 2021 – 30 November 2022 Verifiable CPD activity 3.5
FPI21120093 Octomate Education (Pty) Ltd Fund Policies Renewal 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
FPI21120095 Octomate Education (Pty) Ltd Life Insurance: Assistance 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
FPI21120097 Octomate Education (Pty) Ltd Life Risk Policies 01 December 2021 – 30 November 2022 Verifiable CPD activity 3.5
FPI21120098 Captains and Coaches (Pty) Ltd Investment FNA for Trusts and Institutions Workshop 1 November 2021 to 31 Oct 2022 Verifiable CPD activity 3
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
FPI21120100 Octomate Education (Pty) Ltd Motor Fleet Management (CPD) 01st December 2021 – 01st December 2022 Verifiable CPD activity 2.5
FPI21120101 Octomate Education (Pty) Ltd NCA Programme (CPD) 01st December 2021 – 01st December 2022 Verifiable CPD activity 2.5
FPI21120102 Octomate Education (Pty) Ltd Pension Fund Benefits Programme (COB&CPD) 01st December 2021 – 01st December 2022 Verifiable CPD activity 3.5
FPI21120103 Old Mutual Wealth Weekly Investment Committee and Stock Selection meeting December 2021 01st, 08th,15th, 22nd, & 29th December 2021 Verifiable CPD activity 10
FPI21120105 NBC Holdings (Pty) Ltd FAIS General Code of Conduct Training 06 Dec 2021 till 05 Dec 2022 Verifiable CPD activity 3
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
FPI21120107 Moonstone Business School of Excellence (Pty) Ltd Self-mastery 01 Jan 2022 till 31 December 2022 Verifiable CPD activity 5.5
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
FPI21120109 CoreShares Asset Management (Pty) Ltd Global Equity Webinar 19-Jan-22 Verifiable CPD activity 1
FPI21120110 AC Develop (Pty) Ltd Marine Industry Outlook 01 Dec 2021 till 30 November 2022 Verifiable CPD activity 1.5
FPI21120111 AC Develop (Pty) Ltd Sigma Global Insurance Outlook 2022 - 01 Dec 2021 till 30 November 2022 Verifiable CPD activity 3
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
FPI21120071 Discovery Central Services (Pty) Ltd Renewal: Basics of Financial Planning 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
FPI21120073 Discovery Central Services (Pty) Ltd Renewal: Marriage and matrimonial property law 01st January 2022 – 31st December 2022 Verifiable CPD Activity 1
FPI21120074 PortfolioMetrix Asset Management SA (Pty) Ltd Investment Committee Quarterly Market Update 21st October 2021 Non-verifiable CPD activity DECLINED
FPI21120075 The Compliance Toolbox (Pty) Ltd Continuous Professional Development (CPD) Training 01 Nov 2021 till 31 Oct 2022 Verifiable CPD activity 6.5
FPI21120076 Moonstone Business School of Excellence (Pty) Ltd Annual Compliance Workshop 2022 09 Feb 2022 till 08 Feb 2023 Verifiable CPD activity 1.5
FPI21120077 Octomate Education (Pty) Ltd The Need for Financial Planning 01 Dec 2021 till 30 Nov 2022 Verifiable CPD activity 3.5
FPI21120078 Octomate Education (Pty) Ltd Business Interruption Cover 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
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
FPI21120081 ICTS Legal Services (Pty) Ltd Mentova Legal Forum 0612 19th May 2021 Verifiable CPD activity 2
FPI21120082 Momentum, a divison of MMI Holdings Sharon Hamman - Investing Offshore 01st December 2021 – 01st December 2022 Verifiable CPD activity 2
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
FPI21120085 MitonOptimal South Africa (Pty) Ltd Global Macro Overview Webinar (22 November 2021) 22nd 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
FPI21120087 Sanlam Life Insurance Limited Interface House View Committee Inflation Themes SA Context 23rd November 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
FPI21120089 Sanlam Life Insurance Limited House View event -12 October 2021 12th October 2021 Verifiable CPD activity 1.5
FPI21120090 ICTS Legal Services (Pty) Ltd NMG Legal Forum 20 Oct 2021 20th October 2021 Verifiable CPD activity 2
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
FPI21120050 Discovery Central Services (Pty) Ltd Renewal: Unpacking retirement planning 01 Jan 2022 till 31 Dec 2022 Verifiable CPD activity 4
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
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
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
FPI21120054 Investec Bank Limited Macro Monday January 2022 01 Jan 2022 till 31 Jan 2022 Verifiable CPD Activity 2.5
FPI21120055 Investec Bank Limited Macro Monday February 2022 01 Feb 2022 till 28 Feb 2022 Verifiable CPD Activity 2
FPI21120056 Momentum, a divison of MMI Holdings Employee Relations E-Learning Workshop 08th December 2021 – 08th December 2022 Verifiable CPD Activity 3.5
FPI21120057 Old Mutual Personal Finance Retirement Planning advanced renewal 01st January 2022 – 31st December 2022 Verifiable CPD Activity 3
FPI21120058 Old Mutual Personal Finance Sales Skills Programme Module 1 Renewal 01st January 2022 – 31st December 2022 Verifiable CPD Activity 1.5
FPI21120059 Old Mutual Personal Finance Sales Skills Programme Module 2 Renewal 01st January 2022 – 31st December 2022 Verifiable CPD Activity 2
FPI21120060 Old Mutual Personal Finance Sales Skills Programme Module 3 Renewal 01st January 2022 – 31st December 2022 Verifiable CPD Activity 2.5
FPI21120061 Old Mutual Personal Finance Sales Skills Programme Module 4 Renewal 01st January 2022 – 31st December 2022 Verifiable CPD Activity 0.5
FPI21120062 Old Mutual Personal Finance CPD RENEWAL: INVESTMENTS - LEGAL AND TECHNICAL 01st January 2022 – 31st December 2022 Verifiable CPD Activity 7.5
FPI21120063 Momentum, a divison of MMI Holdings Sharon Hamman - MFP Houseviews - Reviews 01st January 2022 – 31st December 2022 Verifiable CPD Activity 1.5
FPI21120065 Asset TV (Pty) Ltd 2022 PENSIONS OUTLOOK I MASTERCLASS 02nd December 2021 – 02nd December 2022 Verifiable CPD Activity 0.5
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
FPI21120067 Captains and Coaches (Pty) Ltd Business lessons from the FAIS Ombud 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
FPI21120069 Captains and Coaches (Pty) Ltd The fundamentals of FAIS Compliance for Investments Renewal 01st December 2021 – 30th November 2022 Verifiable CPD Activity 3
FPI21120029 Discovery Central Services (Pty) Ltd New application: CONTRIBUTIONS AND PRICING STRATEGIES 01st December 2021 – 01st December 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
FPI21120031 Old Mutual Personal Finance 09 Opportunities for Financial Planning renewal 01 Dec 2021 - till 30 Nov 2022 Verifiable CPD Activity 1
FPI21120032 Old Mutual Personal Finance Buy and Sell Pitfalls and Implications 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
FPI21120034 Old Mutual Personal Finance Fundamentals of Trusts renewal 01 Jan 2022 till 31 Dec 2022 Verifiable CPD Activity 1
FPI21120035 Old Mutual Personal Finance Investment Planning Intermediate Renewal 01 Jan 2022 till 31 Dec 2022 Verifiable CPD Activity 2
FPI21120036 Old Mutual Personal Finance Retirement Planning Renewal 01 Jan 2022 till 31 Dec 2022 Verifiable CPD Activity 5
FPI21120037 Captains and Coaches (Pty) Ltd The ten-step process and compliance 01 Dec 2021 - till 30 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
FPI21120039 Asset TV (Pty) Ltd ASSET ALLOCATION DFM AND MULTI MANAGERS MASTERCLASS 23 Nov 2021 till 22 Nov 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
FPI21120041 Asset TV (Pty) Ltd WHISTLEBLOWING MASTERCLASS 23rd November 2021 – 23rd November 2022 Verifiable CPD Activity 1
FPI21120042 Simeka Consultants and Actuaries (Pty) Ltd Simeka Consultants Forum: 30 November 2021 30th November 2021 Verifiable CPD Activity 3
FPI21120043 Glacier Financial Holdings (Pty) Ltd How estate duty impacts investments: Session 3. 25th November 2021 Verifiable CPD Activity 2
FPI21120044 Asset TV (Pty) Ltd LOCAL MULTI ASSET MASTERCLASS NOV 2021 23rd November 2021 – 23rd November 2022 Verifiable CPD Activity 0.5
FPI21120045 FNB Stock Broking and Portfolio Management (Pty) Ltd Manager Selection session: Multi Asset Income 30th November 2021 Verifiable CPD Activity 1
FPI21120046 Allan Gray (Pty) Ltd Allan Gray Investment Conference (1 and 2 December) 01st & 02nd December 2021 Verifiable CPD Activity 3.5
FPI21120047 Asset TV (Pty) Ltd Retirement Obsessed | Income Stream Management 23rd November 2021 – 23rd November 2022 Verifiable CPD Activity 0.5
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
FPI21120008 AC Develop (Pty) Ltd HIC Thatch webinar 06 Dec 2021 till 05 Dec 2022 Verifiable CPD activity 2
FPI21120009 Masthead (Pty) Ltd Quarterly Association Board Regulatory discussions 17th November 2021 – 17th November 2022 Verifiable CPD activity 1.5
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
FPI21120011 Moonstone Business School of Excellence (Pty) Ltd Retirement Funds - Section 37C Renewal 31st Dece 2021 - 31st Dec 2022 Verifiable CPD activity 3.5
FPI21120012 eStudy (Pty) Ltd Managing my moola renewal 01 January 2022 – 31 December 2022 Verifiable CPD activity 7
FPI21120013 eStudy (Pty) Ltd Fundamentals of POPI Renewal 01 January 2022 – 31 December 2022 Verifiable CPD activity 3.5
FPI21120014 Discovery Central Services (Pty) Ltd Renewal: The importance of chronic illness cover 01 November 2021 – 31 October 2022 Verifiable CPD activity 1
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
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
FPI21120017 Discovery Central Services (Pty) Ltd Renewal: Termination of a fund 01 December 2021 – 30 November 2022 Verifiable CPD activity 2
FPI21120020 Liberty Group Limited Networking elearning course 01 December 2021 – 30 November 2022 Verifiable CPD activity 1.5
FPI21120023 Full Value Financial Services (Pty) Ltd Mechanics of Equity markets FPI 19100106 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
FPI21120025 Full Value Financial Services (Pty) Ltd Money market Theory FPI 19110032 01st October 2021 – 30th September 2022 Verifiable CPD Activity 3
FPI21120026 Full Value Financial Services (Pty) Ltd Technical analysis FPI 119090131 01st October 2021 – 30th September 2022 Verifiable CPD Activity 4
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
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
FPI21120005 Discovery Central Services (Pty) Ltd Risk Pooling 01 December 2021 – 30 November 2022 Verifiable CPD activity 2
FPI21120006 Discovery Central Services (Pty) Ltd New application: Restaurant and cooking risk 01 December 2021 – 30 November 2022 Verifiable CPD activity 1
FPI21120007 Discovery Central Services (Pty) Ltd New application: Understand the changes around Provident Funds 01 December 2021 – 30 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
FPI21110146 Old Mutual Personal Finance Role Based Training: Prominent Person Screening 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
FPI21110148 Old Mutual Personal Finance Role Based Training: Statutory Reporting 01st December 2021 – 30th November 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
FPI21110151 Liberty Corporate The Future of Work [Post Covid-19] webinar 01 November 2021-31 May 2022 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
FPI21110157 Morningstar Investment Management South Africa (Pty) Ltd Monthly Market Review/Update October 2021 05th October 2021 Verifiable CPD activity 1
FPI21110158 Sanlam Life Insurance Limited SC Legal Reports Assessment August - October 2021 25th November 2021 – 25th November 2022 Verifiable CPD activity 1
FPI21110159 Kagiso Collective Investments (Pty) Ltd Kagiso Islamic Funds: Investing with Barakat and Goodness 02nd December 2021 Verifiable CPD activity 0.5
FPI21110160 Morningstar Investment Management South Africa (Pty) Ltd Monthly Market Review/Update November 2021 05th November 2021 Verifiable CPD activity 0.5
FPI21110161 Old Mutual Personal Finance Module 12 Role Based Training: Record Keeping renewal 01st December 2021 – 30th November 2022 Verifiable CPD Activity 1
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
FPI21110163 Old Mutual Personal Finance CPD RENEWAL: RETRENCHMENTS TAX IMPLICATIONS 01st December 2021 – 30th November 2022 Verifiable CPD Activity 0.5
FPI21110164 Morningstar Investment Management South Africa (Pty) Ltd Morningstar Adviser Forum, Boschendal - November 2021 17th – 18th November 2021 Verifiable CPD Activity 4
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
FPI21120001 Momentum, a divison of MMI Holdings FICAA Module 6 10 January 2022 – 9 January 2023 Verifiable CPD activity 1
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
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
FPI21120004 ICTS Legal Services (Pty) Ltd PPS 16.11 16th November 2021 Verifiable CPD activity 2
FPI21110124 AC Develop (Pty) Ltd FIA Financial Coaching - Next Frontier 01 November 2021 – 31 October 2022 Verifiable CPD activity 1
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
FPI21110127 ABSA Group Limited Absa Retail Evolution Series: October - November2021 01 October – 30 November 2021 Verifiable CPD activity 4
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
FPI21110129 Old Mutual Wealth Client Engagement workshop Renewal 01 December 2021- 30 November 2022 Verifiable CPD activity 6.5
FPI21110130 Old Mutual Wealth Continuous Professional Development 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
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
FPI21110133 Simeka Consultants and Actuaries (Pty) Ltd Simeka Consultants Forum 29th October 2021 29 Oct 2021 till 28 Oct 2022 Verifiable CPD activity 1
FPI21110134 Sanlam Life Insurance Limited Estate Planning and Trusts 25th November 2021 Verifiable CPD activity 2
FPI21110135 Counterpoint Boutique (Pty) Ltd Coffee with Counterpoint 17th November 2021 – 17th November 2022 Verifiable CPD activity 0.5
FPI21110136 Old Mutual Corporate Umbrella fund study 16th August 2021 Verifiable CPD activity 1.5
FPI21110137 Old Mutual Corporate Case Study workshop - 18 October 2021 18th October 2021 Verifiable CPD activity 1.5
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
FPI21110139 Old Mutual Personal Finance Module 4 Role Based Training: Employee Training Requirements 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
FPI21110141 Old Mutual Personal Finance Module 6 Role Based Training: Client Due Diligence Renewal 01 December 2021 – 30 November 2022 Verifiable CPD activity 1
FPI21110142 ABSA Group Limited Q4: Absa Macro Conference 2021 26th October 2021 Verifiable CPD activity 2
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
FPI21110144 Old Mutual Personal Finance Role Based Training: Enhanced Due Diligence 01st December 2021 – 30th November 2022 Verifiable CPD activity 1
FPI21110094 ABSA Group Limited Endowments 01st January 2022 – 01st January 2023 Verifiable CPD acitivity 2.5
FPI21110095 ABSA Group Limited Pension and Provident Funds 01st January 2022 – 01st January 2023 Verifiable CPD acitivity 7.5
FPI21110096 ABSA Group Limited Overview of Long-term Insurance Life Risk Products 01st January 2022 – 01st January 2023 Verifiable CPD acitivity 2
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
FPI21110099 Allan Gray (Pty) Ltd Offshore series -Session 4:Offshore manager insights 2 November 2021 02nd November 2021 Non-verifiable CPD activity Declined
FPI21110100 Efficient Private Clients (Pty) Ltd The Market Call 17th September 2021 Verifiable CPD acitivity 2
FPI21110101 Efficient Private Clients (Pty) Ltd The Market Call 22nd October 2021 Verifiable CPD acitivity 2.5
FPI21110102 Kagiso Collective Investments (Pty) Ltd Why our differentiated performance? 18th November 2021 Verifiable CPD acitivity 0.5
FPI21110106 VAPS Consultancy (Pty) Ltd Record of Advice 23 November 2021 – 22 November 2022 Verifiable CPD activity 3
FPI21110109 Octomate Education (Pty) Ltd Treating Customers Fairly (TCF) 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
FPI21110111 Octomate Education (Pty) Ltd Complaints and Complaints Handling 01 November 2021 – 31 October 2022 Verifiable CPD activity 2.5
FPI21110112 Octomate Education (Pty) Ltd Claims and Claims Handling 01 November 2021 – 31 October 2022 Verifiable CPD activity 2.5
FPI21110113 Octomate Education (Pty) Ltd Selling Skills 01 November 2021 – 31 October 2022 Verifiable CPD activity 2
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
FPI21110115 Mazars Academy (Pty) Ltd Tax Pitfalls of Estate Planning 01 November 2021 – 31 October 2022 Verifiable CPD activity 4
FPI21110119 Momentum, a divison of MMI Holdings Social Selling Skills renewal 18 November 2021 – 19 November 2022 Verifiable CPD activity 1.5
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
FPI21110122 AC Develop (Pty) Ltd AIG Controlled Master Programmes 01 November 2021 – 31 October 2022 Verifiable CPD activity 2
FPI21110123 AC Develop (Pty) Ltd HDI Captive Workshop 01 November 2021 – 31 October 2022 Verifiable CPD activity 0.5
FPI21110073 Coronation Management Company (Pty) Ltd Conversations with Coronation SA Equity 24th November 2021 – 24th November 2022 Verifiable CPD Activity 1
FPI21110074 Moonstone Business School of Excellence (Pty) Ltd Annuity Calculations Made Easy 30th November 2021 – 30th November 2022 Verifiable CPD Activity 2
FPI21110075 Sanlam Life Insurance Limited FGAM Webinar 14 October 2021 30th November 2021 – 30th November 2022 Verifiable CPD Activity 2
FPI21110076 Sanlam Life Insurance Limited Graviton Webinar 24 June 2021 27th October 2021 Verifiable CPD Activity 2
FPI21110078 STANLIB Wealth Management (Pty) Ltd STANLIB Quarterly Investment Centre A3 20th October 2021 Verifiable CPD acitivity 0.5
FPI21110079 Simeka Consultants and Actuaries (Pty) Ltd Simeka Consultants Forum 30 September 2021 30th September 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
FPI21110081 Cinnabar Investment Management (Pty) Ltd Cinnabar Investments Insights and Feedback Q4 2021 22nd October 2021 Verifiable CPD acitivity 0.5
FPI21110082 Sanlam Life Insurance Limited Sanlam Life Insurance Limited 21st September 2021 Verifiable CPD acitivity 1.5
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
FPI21110084 Allan Gray (Pty) Ltd Offshore series: Session 2 -The tax and estate considerations for investing offshore 05th October 2021 Verifiable CPD acitivity 1
FPI21110085 Amity Investment Solutions (Pty) Ltd Amity Advisor Forum 19th – 21st October 2021 Verifiable CPD acitivity 4
FPI21110086 Liberty Group Limited FSIN Webinar - Financial Services Intermediaries Network 12th November 2021 Verifiable CPD acitivity 1
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
FPI21110088 Old Mutual Corporate KIC - Legal Update 04 October 2021 04th October 2021 Verifiable CPD acitivity 1.5
FPI21110089 Old Mutual Corporate OML AML KIC 13th September 2021 Verifiable CPD acitivity 1.5
FPI21110090 Old Mutual Corporate OMC PPI Retention and Destruction 06th September 2021 Verifiable CPD acitivity 1.5
FPI21110091 Old Mutual Corporate KIC – Green Paper Social Security Reform 30th August 2021 Verifiable CPD acitivity 1.5
FPI21110092 Momentum, a divison of MMI Holdings Career Mobility Workshop 25th October 2021 – 25th February 2022 Verifiable CPD acitivity 16
FPI21110093 ABSA Group Limited Collective Investment Schemes 01st January 2022 – 01st January 2023 Verifiable CPD acitivity 7.5
FPI21110042 Novia One Group (Pty) Ltd Protection of Personal Information (2022 Cycle) 01 June 2021 till 31 May 2022 Verifiable CPD activity 2
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
FPI21110047 eStudy (Pty) Ltd Fundamentals of debarment 01 Dec 2021 till 30 november 2022 Verifiable CPD acitivity 3.5
FPI21110048 Discovery Central Services (Pty) Ltd Unpacking Trusts - Online module 01 Nov 2021 till 30 October 2022 Verifiable CPD acitivity 1.5
FPI21110049 Fundhouse Adviser (Pty) Ltd Q3 2021 Investment Update Oct/Novembr 2021 18 October 2021 – 8 November 2021 Verifiable CPD acitivity 2
FPI21110050 Affinity Business School (Pty) Ltd Stress Management in the Financial Services Industry 01st November 2021 – 01st November 2022 Verifiable CPD acitivity 1
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
FPI21110052 PSG Asset Management (Pty) Ltd PSG Quarterly Investment Outlook 26th October 2021 Non-verifiable CPD activity Declined
FPI21110054 Citadel Investment Services (Pty) Ltd Basic overview of FICA within Citadel 01st November 2021 – 01st November 2022 Verifiable CPD acitivity 1
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
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
FPI21110057 Momentum, a divison of MMI Holdings MFP Outcome Matters November 2021 23rd November 2021 Verifiable CPD acitivity 1
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
FPI21110064 Glacier Financial Holdings (Pty) Ltd Glacier Roundtable Q3 30 - 31 August & 01 September 2021 Verifiable CPD acitivity 1.5
FPI21110065 Liberty Corporate DEra FRDeath Benefits, PPR and POPIA Presentation 01 November 2021 - 31 May 2022 Verifiable CPD acitivity 2.5
FPI21110066 Momentum, a divison of MMI Holdings Sharon Hamman - Estate Planning Workshop 4 01 November 2021 – 31 October 2022 Verifiable CPD acitivity 2
FPI21110068 Momentum, a divison of MMI Holdings Financial Intelligence Centre Act (FICA) Module 5 06th December 2021 – 06th December 2022 Verifiable CPD acitivity 1
FPI21110069 Alexander Forbes Financial Services (Pty) Ltd Retirements Savvy – November 2021 05th November 2021 Verifiable CPD acitivity 0.5
FPI21110070 Old Mutual Wealth Strategic Summit - 11 October 2021 11th October 2021 Verifiable CPD acitivity 1
FPI21110071 Old Mutual Wealth Apex Summit - 13 October 2021 13th October 2021 Verifiable CPD acitivity 5.5
FPI21110005 Asset TV (Pty) Ltd SUSTAINABLE INVESTING ROUNDTABLE 21 October 2021 till 20 October 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
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
FPI21110008 Anchor Group Limited Risk Management and Compliance 01 Nov 2021 till 30 Oct 2022 Verifiable CPD activity 4.5
FPI21110009 Old Mutual Corporate AML/CFT General Awareness Training 01 November 2021 till 31 Jan 2022 Verifiable CPD activity 1.5
FPI21110010 Naviga Solutions (Pty) Ltd Wealth Hub - Public Sector Funds 01 Oct 2021 till 30 September 2022 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
FPI21110014 Momentum, a divison of MMI Holdings Macro Economic Outlook Q3 01 Oct 2021 till 30 Nov 2021 Verifiable CPD activity 1
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
FPI21110020 Old Mutual Corporate KIC Economics October 2021 11 Otober 2021 Verifiable CPD activity 1.5
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
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
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
FPI21110025 Asset TV (Pty) Ltd GSG - DRIVING REAL IMPACT ROUNDTABLE 07 Oct 2021 till 26 Oct 2022 Verifiable CPD activity 1
FPI21110028 Milpark Education (Pty) Ltd Ethics Webinar 11 Nov 2021 till 10 Nov 2022 Verifiable CPD activity 1
FPI21110029 Sanlam Life Insurance Limited CPD Masterclass II 2021/2022 09 Nov 2021 till 08 Nov 2022 Verifiable CPD activity 4
FPI21110030 Asset TV (Pty) Ltd RETIREMENT PLANNING DIVORCE ROUNDTABLE 29 Oct 2021 till 28 Oct 2022 Verifiable CPD activity 0.5
FPI21110031 Asset TV (Pty) Ltd GLOBAL EMERGING MARKETS MASTERCLASS 28 Oct 2021 till 27 Oct 2022 Verifiable CPD activity 1
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
FPI21110041 Novia One Group (Pty) Ltd Protection of Personal Information 01 June 2020 till 31 May 2021 Verifiable CPD activity 2
FPI21100218 AC Develop (Pty) Ltd Coface System Training 01 October 2021 – 30 September 2022 Verifiable CPD activity 1
FPI21100220 Old Mutual Personal Finance CPD RENEWAL: OLD MUTUAL BUSINESS ASSURANCE 1 November 2021 – 31 October 2022 Verifiable CPD activity 8
FPI21100221 Old Mutual Personal Finance CPD RENEWAL: OM RETIREMENT PLANNING (POST RETIREMENT) ONLINE 1 November 2021 – 31 October 2022 Verifiable CPD activity 6
FPI21100222 Old Mutual Personal Finance CPD RENEWAL: OM RETIREMENT PLANNING (PRE RETIREMENT) ONLINE 1 November 2021 – 31 October 2022 Verifiable CPD activity 7.5
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
FPI21100228 Old Mutual Investment Group (Pty) Ltd Investment Managers Seminar 01 October 2021 – 30 September 2022 Verifiable CPD activity 1
FPI21100230 VAPS Consultancy (Pty) Ltd PPR Short term 1 November 2021 – 31 October 2022 Verifiable CPD activity 9
FPI21100231 Affinity Business School (Pty) Ltd Emotional Intelligence in the Fin Services Industry 27 October 2021 to 26 October 2022 Verifiable CPD activity 1
FPI21100232 Worth Financial Education Wealthy Me Renewals 01 August 2021 – 31 July 2022 Verifiable CPD activity 9.5
FPI21100233 Worth Financial Education Wealthy Couples renewal 01 August 2021 – 31 July 2022 Verifiable CPD activity 17.5
FPI21100234 The Money School CC Truth About Money 01 October 2021 – 30 September 2022 Verifiable CPD activity 5.5
FPI21100238 NBC Holdings (Pty) Ltd Legal Seminars November 2021 2-4 NOVEMBER 2021 Verifiable CPD activity 2
FPI21100239 The Collaborative Exchange (Pty) Ltd Alternative Investments Forum 2021 19 & 20 October 2021 Verifiable CPD activity 7.5
FPI21100246 Asset TV (Pty) Ltd GLOBAL MULTI-ASSET MASTERCLASS 21 October 2021 till 20 October 2022 Verifiable CPD activity 1
FPI21100247 Momentum, a divison of MMI Holdings Investment Matters Conference Day 1 26 October 2021 till 25 October 2022 Verifiable CPD activity 2.5
FPI21100248 Momentum, a divison of MMI Holdings Investment Matters Conference Day 2 27 October 2021 to 26 October 2022 Verifiable CPD activity 1.5
FPI21100249 Momentum, a divison of MMI Holdings Investment Matters Conference Day 3 28 October 2021 to 27 October 2022 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
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
FPI21110002 Sanlam Life Insurance Limited Bluestar Digital Conference 06 - 08 October 2021 06 Oct 2021 till 08 Oct 2021 Verifiable CPD activity 5
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
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
FPI21100185 Discovery Central Services (Pty) Ltd The Legal & Tax Consequences of Offshore Insurance Products 10 November 2021 – 09 November 2022 Verifiable CPD activity 1
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
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
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
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
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
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
FPI21100193 Masthead (Pty) Ltd FICA Online Course 29 October 2021 – 28 October 2022 Verifiable CPD activity 3.5
FPI21100194 Old Mutual Wealth Weekly Investment Committee and Stock Selection meeting Oct 2021 6th; 13th; 20th; 27th October 2021 Verifiable CPD activity 2
FPI21100204 Fundhouse Adviser (Pty) Ltd Humans Under Management Conference 15th September 2021 Verifiable CPD activity 5.5
FPI21100206 Liberty Corporate PPR and AML/FICA Presentation to Business Partners 01 November 2021 till 31 May 2022 Verifiable CPD activity 2.5
FPI21100210 Investec Bank Limited Macro Monday Dec 2021 01 Dec 2021 till 31 Dec 2021 Verifiable CPD activity 2
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
FPI21100213 VAPS Consultancy (Pty) Ltd Fraud CPD Renewal 1 November 2021 – 31 October 2022 Verifiable CPD activity 2.5
FPI21100214 VAPS Consultancy (Pty) Ltd Understanding the NCA Renewal 1 November 2021 – 31 October 2022 Verifiable CPD activity 3
FPI21100215 VAPS Consultancy (Pty) Ltd Time management Renewal 1 November 2021 – 31 October 2022 Verifiable CPD activity 2
FPI21100216 AC Develop (Pty) Ltd Hollard Broker Webinar 2021 01 October 2021 – 30 September 2022 Verifiable CPD activity 1.5
FPI21100217 AC Develop (Pty) Ltd HDI POPI Training 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
FPI21100157 Analytics Consulting (Pty) Ltd Investing Offshore 01 October 2021 – 30 September 2022 Verifiable CPD activity 1.5
FPI21100159 STANLIB Wealth Management (Pty) Ltd An economic Perspective 18 October 01 October 2021 – 30 September 2022 Verifiable CPD activity 2.5
FPI21100160 eStudy (Pty) Ltd Class of Business: Long-Term Insurance 01 October 2021 – 30 September 2022 Verifiable CPD activity 4
FPI21100161 eStudy (Pty) Ltd Fundamentals of FICA 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
FPI21100164 KAIROS Training COB - Retirement Fund Benefits 01 October 2021 – 30 September 2022 Verifiable CPD activity 4
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
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
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
FPI21100169 Momentum, a divison of MMI Holdings Investment planning: Simple, Professional and Practical 20 September 2021 to 19 September 2022 Verifiable CPD activity 1
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
FPI21100171 Discovery Central Services (Pty) Ltd Unpacking Trusts 01 November 2021 till 30 October 2022 Verifiable CPD activity 3
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
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
FPI21100176 Masthead (Pty) Ltd Understanding Unit Trusts Part 1 01 November 2021 till 30 October 2022 Verifiable CPD activity 2
FPI21100177 Masthead (Pty) Ltd Understanding Unit Trusts Part 2 01 November 2021 till 30 October 2022 Verifiable CPD activity 2
FPI21100178 Masthead (Pty) Ltd Express CPD – Medical Aid Podcast 01 November 2021 till 30 October 2022 Verifiable CPD activity 0.5
FPI21100179 Masthead (Pty) Ltd Retirement Planning – Retirement Fund Contributions Taxation Course 2021 01 November 2021 till 30 October 2022 Verifiable CPD activity 0.5
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
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
FPI21100131 Milpark Education (Pty) Ltd Risk Planning Products (RPPR1-OS) 19 September 2021 till 18 September 2022 Verifiable CPD activity 6
FPI21100132 Milpark Education (Pty) Ltd Retirement Planning -Tax on Withdrawal (RPTOW1-OS) 19 September 2021 till 18 September 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
FPI21100134 Milpark Education (Pty) Ltd Retirement Planning - Tax on Death (RPTAD1-OS) 01 September 2021 – 31 August 2022 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
FPI21100138 Milpark Education (Pty) Ltd Regulatory Requirements For Replacements (RRREP1-OS) 19 September 2020 till 18 September 2021 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
FPI21100140 Milpark Education (Pty) Ltd Offshore investments and Governance (OINVG1-OS) 01 September 2021 till 30 August 2022 Verifiable CPD activity 2
FPI21100141 Milpark Education (Pty) Ltd Marital Regimes (MARRE1-OS) 01 September 2021 till 30 August 2022 Verifiable CPD activity 2
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
FPI21100143 Milpark Education (Pty) Ltd FICA -Annual update (FICAU1-OS) 19 September 2020 till 18 September 2021 Verifiable CPD activity 6
FPI21100144 Milpark Education (Pty) Ltd Ethics for Financial Planners (ECAFP1-OS) 19 sEptember 2020 till 18 September 2021 Verifiable CPD activity 2
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
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
FPI21100149 ICTS Legal Services (Pty) Ltd Mercer Marsh 1409 14th September 2021 Verifiable CPD activity 2
FPI21100150 ICTS Legal Services (Pty) Ltd Ensimini 2708 27th August 2021 Verifiable CPD activity 2
FPI21100151 ICTS Legal Services (Pty) Ltd Pension Fund Partners Legal Forum 0410 04th October 2021 Verifiable CPD activity 2
FPI21100152 AC Develop (Pty) Ltd Digital Transformation 01 March 2021 – 28 February 2022 Verifiable CPD activity 1.5
FPI21100155 AC Develop (Pty) Ltd FIA Q3 Insight 01 October 2021 – 30 September 2022 Verifiable CPD activity 2
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
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
FPI21100112 Milpark Education (Pty) Ltd Tax Deduction of Retirement Fund Contribution (TDRFC1-OS) 01 September 2021 till 30 August 2022 Verifiable CPD activity 2
FPI21100113 Milpark Education (Pty) Ltd Tax Benefits of Retirement Planning (TBRPL1-OS) 01 September 2021 till 30 August 2022 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
FPI21100115 Milpark Education (Pty) Ltd Tax and Investments (ITAXI1-OS) 19 September 2020 till 18 September 2021 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
FPI21100117 Milpark Education (Pty) Ltd Social Media Use for Financial Planners (SMUFP1-OS) 18 September 2021 – 18 September 2022 Verifiable CPD activity 2
FPI21100118 Milpark Education (Pty) Ltd Social Media Use (SMEDU1-OS) 19 September 2021 – 18 September 2022 Verifiable CPD activity 6
FPI21100119 Milpark Education (Pty) Ltd Short-term Insurance (STINS1-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
FPI21100121 Milpark Education (Pty) Ltd Ethical Investments (EINVE1-OS) 19 September 2021 – 18 September 2022 Verifiable CPD activity 3
FPI21100122 Milpark Education (Pty) Ltd Divorce and Retirement Fund Benefits (DRFBE1-OS) 19 September 2021 – 18 September 2022 Verifiable CPD activity 2
FPI21100123 Milpark Education (Pty) Ltd Disability cover 19 September 2021 – 19 September 2022 Verifiable CPD activity 2
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
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
FPI21100126 Milpark Education (Pty) Ltd Cultural diversity in Financial Planning (CDFPL1-OS) 01 September 2021 – 31 August 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
FPI21100128 Milpark Education (Pty) Ltd Consequences of non-disclosure (CONND1-OS) 18 September 2021 till 17 September 2022 Verifiable CPD activity 2
FPI21100129 Milpark Education (Pty) Ltd Section 37C - Disposal of Death Benefits (37CDB1-OS) 18 September 2021 till 17 September 2022 Verifiable CPD activity 2
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
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
FPI21100090 Old Mutual Personal Finance Pareto Training: Module 1 Onboarding 01 October 2021 till 30 September 2022 Verifiable CPD activity 4
FPI21100091 Old Mutual Personal Finance Pareto Training: Module 2 Cracking the Code 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
FPI21100093 Old Mutual Personal Finance Pareto Training: Module 4 Maximising Existing Clients 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
FPI21100095 Old Mutual Personal Finance Pareto Training: Module 6 Elevate the client experience 01 October 2021 till 30 September 2022 Verifiable CPD activity 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
FPI21100099 Old Mutual Personal Finance Retirement Planning workshop - Post- Retirement Renewal 1 September 2021 – 31 August 2022 Verifiable CPD activity 13.5
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
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
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
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
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
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
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
FPI21100107 Captains and Coaches (Pty) Ltd Building trust through compliance From 30 July 2021 to 29 June 2022 Verifiable CPD activity 1
FPI21100108 Milpark Education (Pty) Ltd Administration of Deceased Estates (ADMDE1-OS) Renewal 19 September 2021 till 18 Septeber 2022 Verifiable CPD activity 4
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
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
FPI21100076 KAIROS Training Health Services Benefits 01 October 2021 till 30 September 2022 Verifiable CPD activity 2.5
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
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
FPI21100079 Asset TV (Pty) Ltd ARTIFICIAL INTELLIGENCE & INVESTING ROUNDTABLE 28 September 2021 till 27 September 2022 Verifiable CPD activity 0.5
FPI21100080 AC Develop (Pty) Ltd AIG D&O Risks 2021 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
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
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
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
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
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
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
FPI21100066 Carmen Venter Fun of the Accrual System 05 November 2021 – 31 March 2022 Verifiable CPD activity 2
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
FPI21100070 Discovery Central Services (Pty) Ltd Standalone versus Umbrella Funds renewal 01 October 2021 till 30 September 2022 Verifiable CPD activity 0.5
FPI21100071 Discovery Central Services (Pty) Ltd Renewal - Wearable technology in life insurance 01 October 2021 till 30 September 2022 Verifiable CPD activity 1
FPI21100072 Discovery Central Services (Pty) Ltd Renewal - Business Insurance Motor Class 01 October 2021 till 30 September 2022 Verifiable CPD activity 1
FPI21100073 Discovery Central Services (Pty) Ltd Renewal - Digitalisation in the longterm industry 01 October 2021 till 30 September 2022 Verifiable CPD activity 1.5
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
FPI21100023 Allan Gray (Pty) Ltd The evolving offshore landscape 01 September 2021 – 31 August 2022 Verifiable CPD activity 1.5
FPI21100025 Prima Research (Pty) Ltd SA Hospitals lnitiation presentation 07 October 2021 – 06 October 2022 Verifiable CPD activity 1
FPI21100026 PPS Insurance Company Limited Investment E-learning 01 October 2021 – 30 September 2022 Verifiable CPD activity 9
FPI21100030 IRFA Thought Leaders Imbizo Webinar June 2021 1st June 2021 Verifiable CPD activity 4
FPI21100031 HSBC Securities South Africa (Pty) Ltd Erwan Rambourg Luxury Marketing Meetings with SA clients 25th – 29th June/1st July Verifiable CPD activity 2
FPI21100032 STANLIB Wealth Management (Pty) Ltd Stanlib Investment Conference September 2021 16 - 17 September 2021 Verifiable CPD activity 7.5
FPI21100033 Fundhouse Adviser (Pty) Ltd Fundhouse Investment Insights: 7-8 September 2021 7 and 8 September 2021 Verifiable CPD activity 6
FPI21100038 MitonOptimal South Africa (Pty) Ltd BVSA ICM (23 August 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
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
FPI21100041 MitonOptimal South Africa (Pty) Ltd The One Financial Solution ICM (02 September 2021) 13 | 27 August 2021 Verifiable CPD activity 2.5
FPI21100042 MitonOptimal South Africa (Pty) Ltd Optimal ICM (03 September 2021) 01 June 2021 – 31 May 2022 Verifiable CPD activity 13.5
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
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
FPI21100050 Liberty Group Limited Claims Process 01 October 2021 till 30 September 2022 Verifiable CPD activity 1.5
FPI21100057 eStudy (Pty) Ltd Understanding the FAIS Act [RENEWAL] 01 October 2021 – 30 September 2022 Verifiable CPD activity 9.5
FPI21100060 Old Mutual Wealth PFA Monthly Briefing September 2021 15 September 2021 – 14 September 2022 Non-verifiable CPD activity Declined
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
FPI21100063 VAPS Consultancy (Pty) Ltd POPI 15 October 2021 – 14 October 2022 Verifiable CPD activity 4
FPI21100064 VAPS Consultancy (Pty) Ltd Fundamentals of Long Term Insurance 15 October 2021 – 14 October 2022 Verifiable CPD activity 4.5
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
FPI21090211 Momentum, a divison of MMI Holdings FICAA Module 3 4 October 2021 – 3 October 2022 Verifiable CPD activity 2
FPI21090212 Nedbank Limited Basic Investment Concepts 01 October 2021 – 01 October 2022 Verifiable CPD activity 1
FPI21090214 Nedbank Limited Behavioural Finance 01 October 2021 – 01 October 2022 Verifiable CPD activity 2
FPI21090219 AC Develop (Pty) Ltd HIC Kitchen Fire Risks - ON1019475 01 November 2020 – 31 October 2021 Verifiable CPD activity 1
FPI21090220 AC Develop (Pty) Ltd OCS POPI Staff Awareness - ON 1019476 01 October 2021 – 30 September 2022 Verifiable CPD activity 3
FPI21100001 AC Develop (Pty) Ltd OCS POPI Practical Strategies - ON1019477 01 October 2021 – 30 September 2022 Verifiable CPD activity 3
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
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
FPI21100007 Outsurance Insurance Company Limited Complaints handling procedure renewal 30 September 2021 – 29 September 2022 Verifiable CPD activity 17.5
FPI21100008 Outsurance Insurance Company Limited Claims Philosophy renewal 01 September 2021 till 30 August 2022 Verifiable CPD activity 5
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
FPI21100011 HSBC Securities South Africa (Pty) Ltd European Consumer Staples – Jeremy Fialko and Robert Price 21st – 25th May 2021 Verifiable CPD activity 1
FPI21100012 Momentum, a divison of MMI Holdings Quarterly Outlook September 2021 17 September 2021 – 16 September 2022 Verifiable CPD activity 2.5
FPI21100013 Sanlam Life Insurance Limited POPIA Awareness 01 September 2021 - 31 August 2022 Verifiable CPD activity 2.5
FPI21100015 Prima Research (Pty) Ltd SA Retail Presentation 06 October 2021 – 05 October 2022 Verifiable CPD activity 1
FPI21100019 Alexander Forbes Financial Services (Pty) Ltd FCC law awareness 20th September 2021 Verifiable CPD activity 1.5
FPI21100020 Alexander Forbes Financial Services (Pty) Ltd Knowledge Knocks - deferred annuities by JUST SA 29th September 2021 Verifiable CPD activity 1
FPI21100021 Alexander Forbes Financial Services (Pty) Ltd Legal Technical Update session 30th September 2021 Verifiable CPD activity 1
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
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
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
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
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
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
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
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
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
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
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
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
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
FPI21090196 Nedgroup Investments (Pty) Ltd Nedgroup Investments Global Investment Summit Day 2 Monday, 13th September 2021 , Tuesday, 14th September 2021 Verifiable CPD activity 2
FPI21090197 Asset TV (Pty) Ltd BALANCED FUND MASTERCLASS - SEPTEMBER 2021 01 September 2021 – 31 August 2022 Verifiable CPD activity 1
FPI21090198 AC Develop (Pty) Ltd Coface Trade Credit Training 01 October 2021 – 30 September 2022 Verifiable CPD activity 1
FPI21090201 FPI Centre for Professional Development a division of FPI NPC Deceased Estate webinar 5 October 2021 – 31 May 2022 Verifiable CPD activity 1
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
FPI21090205 Asset TV (Pty) Ltd PASSIVE INVESTMENT MASTERCLASS - SEPTEMBER 2021 01 September 2021 – 31 August 2022 Verifiable CPD activity 0.5
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
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
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
FPI21090146 Moonstone Business School of Excellence (Pty) Ltd Legislation and Codes of Conduct Renewal 01 October 2021 – 30 September 2022 Verifiable CPD activity 3
FPI21090147 Moonstone Business School of Excellence (Pty) Ltd Managing conflicts of interest Renewal 01 October 2021 – 30 September 2022 Verifiable CPD activity 1.5
FPI21090148 Moonstone Business School of Excellence (Pty) Ltd Regulatory Update Renewal 07 August 2021 – 06 August 2022 Verifiable CPD activity 3.5
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
FPI21090150 VAPS Consultancy (Pty) Ltd TCF Programme 23 September 2021 – 22 September 2022 Verifiable CPD activity 4.5
FPI21090151 VAPS Consultancy (Pty) Ltd Introduction to investments 20 September 2021 – 19 September 2021 Verifiable CPD activity 1.5
FPI21090156 Masthead (Pty) Ltd Retirement Planning – Taxation on Lump Sum Benefits Course | ON1006107 01 Oct 2021 till 30 September 2022 Verifiable CPD activity 1
FPI21090157 AC Develop (Pty) Ltd FIA Insight Q1 2021 01 September 2021 – 31 August 2022 Verifiable CPD activity 3
FPI21090158 AC Develop (Pty) Ltd FIA Insight Q2 2021 22 September 2021 – 21 September 2022 Verifiable CPD activity 2
FPI21090159 Magwitch Securities (Pty) Ltd September 2021 ETF UPdate 01 September 2021 – 31 August 2022 Verifiable CPD activity 1
FPI21090160 Masthead (Pty) Ltd OSTI Consumer Workshop Online Course | ON1006107 01 October 2021 – 30 September 2022 Verifiable CPD activity 1
FPI21090162 Mazars Academy (Pty) Ltd Focus areas of SARS for the 2021 Tax return 01 September 2021 – 31 August 2022 Verifiable CPD activity 3
FPI21090163 eStudy (Pty) Ltd Financial Intelligence Centre Act. Renewal 01 September 2021 – 31 August 2022 Verifiable CPD activity 7.5
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
FPI21090169 Nedgroup Investments (Pty) Ltd Nedgroup Investments Multi-Manager Insights - Day 2 13 & 14 September 2021 Verifiable CPD activity 1.5
FPI21090174 Nedgroup Investments (Pty) Ltd Nedgroup Investments Global Investment Summit - Day 1 Monday, 13th September 2021 , Tuesday, 14th September 2021 Verifiable CPD activity 2
FPI21090175 AC Develop (Pty) Ltd FIA Virtual Summit 2021 01 October 2021 – 30 September 2022 Verifiable CPD activity 5.5
FPI21090180 Glacier Financial Holdings (Pty) Ltd SP2 Investment Summit 2021. 2 & 3 September 2021 Verifiable CPD activity 6
FPI21090183 Old Mutual Wealth Weekly Investment Committee and Stock Selection meeting September 2021 1st; 8th; 15th; 22nd; 29th September 2021 Verifiable CPD activity 2
FPI21090118 Kairos Training Financial Investments 01 September 2021 – 31 August 2022 Verifiable CPD activity 1
FPI21090119 Cadiz Funds (Pty) Ltd The Forum November 2021 01 September 2021 – 31 August 2022 Verifiable CPD activity 6
FPI21090120 Kairos Training Ethics & Compliance 01 September 2021 – 31 August 2022 Verifiable CPD activity 1.5
FPI21090122 Asset TV (Pty) Ltd Retirement Income Masterclass 12 August 2021 till 11 August 2022 Verifiable CPD activity 0.5
FPI21090125 Sister Act Bonitas 2022 Masterclass 2021 Verifiable CPD activity 0.5
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
FPI21090131 FNB FInancial Advisory Estate Planning intro 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
FPI21090133 FNB FInancial Advisory Estate Planning Tax 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
FPI21090135 FNB FInancial Advisory Estate Planning: Risk, Investment & Retirement Planning 01 September 2021 – 31 August 2022 Verifiable CPD activity 1
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
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
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
FPI21090139 Moonstone Business School of Excellence (Pty) Ltd Business Writing Skills 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
FPI21090141 Moonstone Business School of Excellence (Pty) Ltd Compliance Introducing Enterprise Risk Management Renewal 01 October 2021 – 30 September 2022 Verifiable CPD activity 2
FPI21090142 Moonstone Business School of Excellence (Pty) Ltd Compliance Reporting Renewal 01 October 2021 – 30 September 2022 Verifiable CPD activity 3.5
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
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
FPI21090095 Integrity Academy (Pty) Ltd In Person Sales 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
FPI21090097 Integrity Academy (Pty) Ltd Managing workplace anxiety 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
FPI21090099 Integrity Academy (Pty) Ltd Negotiation skills renewal 01 July 2021 till 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
FPI21090101 Integrity Academy (Pty) Ltd Organisational skills 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
FPI21090103 Integrity Academy (Pty) Ltd Performance management renewal 01 July 2021 – 30 June 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
FPI21090105 Integrity Academy (Pty) Ltd Proposal writing renewal 01 August 2021 – 31 July 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
FPI21090107 Integrity Academy (Pty) Ltd Sales Fundamentals 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
FPI21090109 Integrity Academy (Pty) Ltd Stress Management renewal 01 July 2021 – 30 June 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
FPI21090111 Integrity Academy (Pty) Ltd Telephone etiquette 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
FPI21090113 Integrity Academy (Pty) Ltd Budgets and financial Reports renewal 01 August 2021 – 31 July 2022 Verifiable CPD activity 4.5
FPI21090114 Discovery Central Services (Pty) Ltd Treating Customers Fairly 01 September 2021 – 31 August 2022 Verifiable CPD activity 1
FPI21090065 NBC Holdings (Pty) Ltd POPIA Training Part 3 13 SEPTEMBER 2021 TO 30 SEPTEMBER 2021 Verifiable CPD activity 4
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
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
FPI21090077 HSBC Securities South Africa (Pty) Ltd PGM Insights with Alison Cowley [Johnson Matthey 19 May 2021 | 20 May 2021 Verifiable CPD activity 1
FPI21090079 Derividoc Clearing, Collateral and the Margin Regulations 15 September 2021 and 16 September 2021 Verifiable CPD activity 5
FPI21090080 Integrity Academy (Pty) Ltd Adminstrative Support 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
FPI21090082 Integrity Academy (Pty) Ltd Attention Management renewal 01 August 2021 till 31 July 2022 Verifiable CPD activity 4.5
FPI21090083 Integrity Academy (Pty) Ltd Business Etiquette 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
FPI21090085 Integrity Academy (Pty) Ltd Conduct Annual Employee Reviews Renewal 01 August 2021 till 31 July 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
FPI21090087 Integrity Academy (Pty) Ltd Customer service renewal 01 July 2021 till 30 June 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
FPI21090089 Integrity Academy (Pty) Ltd Developing corporate behaviour renewal 01 August 2021 till 31 July 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
FPI21090091 Integrity Academy (Pty) Ltd Employee motivation 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
FPI21090093 Integrity Academy (Pty) Ltd High Performance teams inside the co 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
FPI21090030 Asset TV (Pty) Ltd ALTERNATIVE INVESTMENTS CONFERENCE I INFRASTRUCTURE PANEL 13 & 14 SEPTEMBER 2021 Verifiable CPD activity 0.5
FPI21090032 Sanlam Life Insurance Limited Shariah Wills 08 September 2021 till 07 September 2022 Verifiable CPD activity 1
FPI21090033 Anchor Group Limited Anchor IM 24 & 26 August 2021 24 August 2021 | 26 August 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
FPI21090037 Anchor Group Limited Anchor IM 22 & 29 June 2021 22 June | 29 June 2021 Verifiable CPD activity 1.5
FPI21090038 Asset TV (Pty) Ltd ALTERNATIVE INVESTMENTS CONFERENCE I HEDGE FUNDS 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
FPI21090040 Asset TV (Pty) Ltd ALTERNATIVE INVESTMENTS CONFERENCE I 5 TRENDS PANEL 13 & 14 SEPTEMBER 2021 Verifiable CPD activity 0.5
FPI21090041 Allan Gray (Pty) Ltd Alumni session: Deepening Your Listening Session 13 | 27 August 2021 Verifiable CPD activity 2.5
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
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
FPI21090046 Stonehage Fleming Investment Management (South Africa) (Pty) Ltd Risk Management and Compliance PROGRAMME 01 September 2021 – 31 August 2022 Verifiable CPD activity 2
FPI21090047 Marriott Asset Management (Pty)Ltd Marriott Roadshow Presentation September 2021 2 & 14 September 2021 Verifiable CPD activity 1
FPI21090048 AC Develop (Pty) Ltd SHA D&O Claims Close Up - ON963181 26 August 2021 – 25 August 2022 Verifiable CPD activity 1.5
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
FPI21090057 Old Mutual Wealth Introduction to IWP Workshop and Module - rENEWAL 1 October 2021 – 30 September 2022 Verifiable CPD activity 7
FPI21090058 Old Mutual Wealth Building New Client Relationships: Client Experience - Renewal 1 October 2021 – 30 September 2022 Verifiable CPD activity 3.5
FPI21090059 Old Mutual Wealth Building New Client Relationships: Opportunities and Social Media Renewal 1 October 2021 – 30 September 2022 Verifiable CPD activity 1.5
FPI21090060 Asset TV (Pty) Ltd ALTERNATIVE INVESTMENTS CONFERENCE I ACCESSIBILITY 13 & 14 SEPTEMBER 2021 Verifiable CPD activity 0.5
FPI21090063 Momentum, a divison of MMI Holdings MGIM Think Tank 14 to 16 September 2021 Verifiable CPD activity 4.5
FPI21080190 Masthead (Pty) Ltd Bubble, Bubble, Toil and Trouble – Essentials for Financial Advisors Course 01 September 2021 – 31 August 2022 Verifiable CPD activity 1
FPI21090192 Sanlam Life Insurance Limited Simeka Consultants Forum 02 August 2021 02 August 2021 Verifiable CPD activity 2.5
FPI21080193 Melville Douglas Investment Management (Pty) Ltd Webinar 26th August 2021 - Melville Douglas ESG Focus. 26 August 2021 Verifiable CPD activity 1
FPI21080194 Naviga Solutions (Pty) Ltd Economic Update from ETM - 17 August 2021 17 August 2021 Verifiable CPD activity 1.5
FPI21080195 PortfolioMetrix Asset Management SA (Pty) Ltd PortfolioMetrix Bond 101 Webinar 02 August 2021 Verifiable CPD activity 0.5
FPI21080196 Old Mutual Personal Finance Succession Planning 2 – Pareto/Xplan integration Demonstrating Value 31 Aug 2021 till 30 Aug 2022 Verifiable CPD activity 1
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
FPI21090003 One Financial Services SYNEVO Inspections & 01 September 2021 – 31 August 2022 Verifiable CPD activity 1
FPI21090005 Just Retirement Life South Africa Ltd Deferred Annuitiasation 29 June 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
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
FPI21090011 Masthead (Pty) Ltd Conflict of Interest and Remuneration Course 02 September 2021 – 01 September 2022 Verifiable CPD activity 0.5
FPI21090016 Sanlam Life Insurance Limited SC Legal Reports| May-July 2021 1 September 2021 – 31 May 2022 Verifiable CPD activity 2.5
FPI21090017 PPS Insurance Company Limited Investment Planning Workshop 01 September 2021 – 31 August 2022 Verifiable CPD activity 15.5
FPI21090018 Asset TV (Pty) Ltd ALTERNATIVE INVESTMENTS CONFERENCE 13 & 14 SEPTEMBER 2021 Verifiable CPD activity 4
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
FPI21090026 Simply Learn CC The ABC of POPI 01 September 2021 – 31 August 2022 Verifiable CPD activity 6
FPI21090027 Asset TV (Pty) Ltd ALTERNATIVE INVESTMENTS CONFERENCE I ACCESSIBILITY 13 & 14 SEPTEMBER 2021 Verifiable CPD activity 0.5
FPI21090028 Asset TV (Pty) Ltd ALTERNATIVE INVESTMENTS CONFERENCE I AFFORDABILITY 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
FPI21080170 IHRM Prescribed Minimum Benefits Webinar Part 2 01 August 2021 – 31 July 2022 Verifiable CPD activity 1.5
FPI21080171 Asset TV (Pty) Ltd FIXED INCOME MASTERCLASS | AUGUST 2021 18 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
FPI21080173 Old Mutual Corporate The Great Debate: Standalone vs Umbrella Funds 25 August 2021 Verifiable CPD activity 1
FPI21080174 Full Value Financial Services (Pty) Ltd Bonds pricing and duration 01 August 2021 – 31 July 2022 Verifiable CPD activity 4
FPI21080175 Momentum, a divison of MMI Holdings FICAA - Module 1 31 August 2021 – 30 August 2022 Verifiable CPD activity 1.5
FPI21080176 Momentum, a divison of MMI Holdings FICAA Module Two 31 August 2021 – 30 August 2022 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
FPI21080178 Momentum, a divison of MMI Holdings FNB Stockbroking and Portfolio Management – Lockdown Reflections 30 June 2021 30 June 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
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
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
FPI21080182 PPS Insurance Company Limited Business Assurance Workshop 30 August 2021 – 29 August 2022 Verifiable CPD activity 9.5
FPI21080183 PPS Insurance Company Limited Estate Planning Workshop 31 August 2021 – 30 August 2022 Verifiable CPD activity 12
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
FPI21080185 Discovery Central Services (Pty) Ltd Renewal - Basics of Financial Planning Part 2 Practical 01 September 2021 – 31 August 2022 Verifiable CPD activity 3
FPI21080186 Discovery Central Services (Pty) Ltd Renewal - Introduction to a Financial Needs Analysis 01 September 2021 – 31 August 2022 Verifiable CPD activity 3
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
FPI21080188 PPS Insurance Company Limited Estate Planning eLearning Modules 01 September 2021 – 31 August 2022 Verifiable CPD activity 7
FPI21080189 DOCFOX FICA Awareness: A Practical Approach 01 September 2021 – 31 August 2022 Verifiable CPD activity 2
FPI21080150 Discovery Central Services (Pty) Ltd Renewal - Four myths of investing 01 Sept 2021 till 31 Aug 2022 Verifiable CPD activity 0.5
FPI21080151 Discovery Central Services (Pty) Ltd Renewal - National Health Insurance Bill 01 Sept 2021 till 31 Aug 2022 Verifiable CPD activity 0.5
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
FPI21080153 Nedbank Limited High Risk Clients - AML Awareness Training 25 August 2021 till 24 August 2022 Verifiable CPD activity 3.5
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
FPI21080155 Nedbank Limited Beneficial Owner (BO) 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
FPI21080157 Nedbank Limited Explaining Risk Based Approach and ERA 26 August 2021 till 25 Aug 2022 Verifiable CPD activity 3
FPI21080158 Nedbank Limited Recordkeeping and reporting 26 August 2021 till 25 Aug 2022 Verifiable CPD activity 3
FPI21080159 Rand Merchant Bank, a division of FirstRand Bank Limited RMB Markets Research webinar - 20 August 2021 20 August 2021 Verifiable CPD activity 1
FPI21080160 STANLIB Wealth Management (Pty) Ltd STANLIB Quarterly Investment Centre 18 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
FPI21080162 STANLIB Wealth Management (Pty) Ltd STANLIB Invest with MORE perspective 25 August 2021 Verifiable CPD activity 0.5
FPI21080163 STANLIB Wealth Management (Pty) Ltd INN8 Future of Advice 24 August 2021 Verifiable CPD activity 1
FPI21080164 Asset TV (Pty) Ltd WOMEN IN FINANCE I ESG IN CONVERSATION 18 August 2021 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
FPI21080166 Old Mutual Wealth PFA Monthly Investment Briefing 19 August 19 August 2021 – 18 August 2022 Verifiable CPD activity 0.5
FPI21080167 Masthead (Pty) Ltd Driving Success in Challenging Times Part 2. 1 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
FPI21080169 Kairos Training COB - Long-term Insurance 01 September 2021 – 31 August 2022 Verifiable CPD activity 1.5
FPI21080130 The Sales Councel Strategies to Drive Sales Productivity 01 August 2021 – 31 July 2022 Verifiable CPD activity 2.5
FPI21080131 Asset TV (Pty) Ltd In the Hotseat | DFM I August 2021 17 August 2021 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
FPI21080133 Nedbank Limited Coaching Skills for Leaders and Managers. September 2021 to September 2022 Verifiable CPD activity 0.5
FPI21080134 STANLIB Wealth Management (Pty) Ltd STANLIB Multi-Manager: Future Focus Quarterly DFM Performance Feedback 31 August 2021 Verifiable CPD activity 0.5
FPI21080135 PPS Academy, a division of PPS Insurance (Pty) Ltd COB LTI Renewal 01 September 2021 till 31 August 2022 Verifiable CPD activity 9
FPI21080136 PPS Academy, a division of PPS Insurance (Pty) Ltd COB Investments Renewal 01 September 2021 till 31 August 2022 Verifiable CPD activity 9
FPI21080137 ICTS Legal Services (Pty) Ltd Mercer March BEnefits 2021 17 July 2021 Verifiable CPD activity 1
FPI21080138 NBC Holdings (Pty) Ltd Complaints Management Framework Training 05 September 2021 Verifiable CPD activity 4.5
FPI21080139 NBC Holdings (Pty) Ltd POPIA Training new programme 30 AUGUST 2021 TO 10 SEPTEMBER 2021 Verifiable CPD activity 5
FPI21080140 PPS Investments (Pty) Ltd PPS Retirement Summit 25 August 2021 - 24 Aug 2022 Verifiable CPD activity 2
FPI21080141 Sanlam Life Insurance Limited SIM Balanced Fund Quarterly Webinar July 2021 27 July 2021 Verifiable CPD activity 1
FPI21080142 Credo Capital Limited Credo Fireside Chat - The Art & Science of Fund Manager Research with Jeffrey Ptak 02 September 2021 Verifiable CPD activity 1
FPI21080143 Investec Bank Limited Macro Monday Oct 2021 01 Oct 2021 till 31 Oct 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
FPI21080145 Stonehage Fleming Investment Management (South Africa) (Pty) Ltd Now and for future generations: Investment opportunities 15 September 2021 Verifiable CPD activity 0.5
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
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
FPI21080148 Discovery Central Services (Pty) Ltd Renewal - Risk management and advice 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
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
FPI21080122 VAPS Consultancy (Pty) Ltd Understanding Crypto Currency 25th August 2021 – 24th August 2022 Verifiable CPD activity 3
FPI21080123 The Sales Councel Tech Set-up for Professional Client Meetings 01 August 2021 – 31 July 2022 Verifiable CPD activity 1
FPI21080124 The Sales Councel Hosting Remote Client Meetings 01 August 2021 – 31 July 2022 Verifiable CPD activity 1
FPI21080125 The Sales Councel Sales Superpowers – The Tools You Never Knew You Needed 01 August 2021 – 31 July 2022 Verifiable CPD activity 1.5
FPI21080126 The Sales Councel Stakeholder Engagement for Strategic Selling 01 August 2021 – 31 July 2022 Verifiable CPD activity 2
FPI21080127 The Sales Councel Powerful Pitch Practices that Win Deals 01 August 2021 – 31 July 2022 Verifiable CPD activity 2
FPI21080128 The Sales Councel Deliver Dramatic Data-Driven Presentations 01 August 2021 – 31 July 2022 Verifiable CPD activity 1
FPI21080129 The Sales Councel Foundations in Professional Social Selling 01 August 2021 – 31 July 2022 Verifiable CPD activity 1.5
FPI21080110 Sanlam Life Insurance Limited Consultants Forum - 30 June 2021 30 June 2021 Verifiable CPD activity 2
FPI21080111 Sanlam Life Insurance Limited SIM Fixed Income Quarterly Webinar 21 July 2021 21 July 2021 Verifiable CPD activity 0.5
FPI21080112 Sanlam Life Insurance Limited SIM Inflation Plus fund Quarterly Webinar 26 July 2021 Verifiable CPD activity 0.5
FPI21080113 Sanlam Life Insurance Limited Sanlam Trust webinar 1 September 2021 01 September 2021 Verifiable CPD activity 1
FPI21080114 Sanlam Life Insurance Limited Sanlam Private Wealth Webinar Series - Local & Offshore Tax Structuring 29 June 2021 Verifiable CPD activity 0.5
FPI21080115 Liberty Group Limited Story Telling in Organisations 01 August 2021 – 31 July 2022 Verifiable CPD activity 2.5
FPI21080116 Liberty Group Limited Virtual Coaching 2.0 01 August 2021 – 31 July 2022 Verifiable CPD activity 2.5
FPI21080117 Momentum, a divison of MMI Holdings Sharon Hamman - GEPF (Short version) 01 August 2021 – 31 July 2022 Verifiable CPD activity 2
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
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
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
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
FPI21080091 Moonstone Business School of Excellence (Pty) Ltd Cyber Security POPIA Renewal 31 August 2021 – 30 August 2022 Verifiable CPD activity 1.5
FPI21080092 Moonstone Business School of Excellence (Pty) Ltd Educational Marketing Renewal 31 August 2021 – 30 August 2022 Verifiable CPD activity 2
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
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
FPI21080095 Moonstone Business School of Excellence (Pty) Ltd Fundamentals of Financial Mathematics Renewal 31 August 2021 – 30 August 2022 Verifiable CPD activity 10
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
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
FPI21080098 Glacier Financial Holdings (Pty) Ltd A morning with Diane Seccombe 18/19/23/25 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
FPI21080100 Alexander Forbes Financial Services (Pty) Ltd Retirement Savvy - August 2021 06 August 2021 Verifiable CPD activity 1.5
FPI21080101 Allan Gray (Pty) Ltd Umbrella Fund Multi-Manager Portfolios update | 6 August 2021 06 August 2021 Verifiable CPD activity 0.5
FPI21080102 Allan Gray (Pty) Ltd Offshore Advisors Services Workshop 21 July 2021 Verifiable CPD activity 1
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
FPI21080104 Fundnews Africa CC Aurum Webinar 17 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
FPI21080106 Asset TV (Pty) Ltd In the Hotseat Equities 13 August 2021 Verifiable CPD activity 0.5
FPI21080107 Kairos Training POPIA Compliance 01 August 2021 – 31 July 2022 Verifiable CPD activity 2
FPI21080108 PSG Wealth Financial Planning (Pty) Ltd Bellville PSG Quarterly Investment Outlook - 29 July 2021 29 July 2021 Verifiable CPD activity 0.5
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
FPI21080070 Liberty Group Limited Creating Opportunities through your Centre of Influence 01 August 2021 – 31 July 2022 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
FPI21080072 Old Mutual Wealth Weekly Investment Committee and Stock Selection meeting August 2021 4th; 11th; 18th; 25th August 2021 Verifiable CPD activity 2
FPI21080073 Sanlam Life Insurance Limited ALL EMPOWERED Inclusons wins, diversity matters 23 July 2021 23 July 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
FPI21080075 Old Mutual Personal Finance Coffee with Legal - POPIA 05 August 2021 05 August 2021 Verifiable CPD activity 1
FPI21080076 VAPS Consultancy (Pty) Ltd Financial Markets 18 August 2021 – 17 August 2022 Verifiable CPD activity 5
FPI21080077 Boutique Collective Investments (RF) (Pty) Ltd our July “Boutiques on Wednesdays – Zoom sessions 07 July 2021 Verifiable CPD activity 2
FPI21080078 AC Develop (Pty) Ltd Professional Investment Advice 01 August 2021 – 31 July 2021 Verifiable CPD activity 2
FPI21080079 AC Develop (Pty) Ltd Hollard Insure Regional & COE Market Review - Aug 2021 01 August 2021 – 31 July 2021 Verifiable CPD activity 16.5
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
FPI21080081 Discovery Central Services (Pty) Ltd Distribution Training – Privacy 01 August 2021 – 30 July 2022 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
FPI21080083 Kagiso Collective Investments (Pty) Ltd Shariah investment opportunities for a new year” 25 August 2021 Verifiable CPD activity 1
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
FPI21080085 Moonstone Business School of Excellence (Pty) Ltd Compliance Record Keeping Renewal 31 July 2021 – 30 July 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
FPI21080087 Moonstone Business School of Excellence (Pty) Ltd Compliance Risk Assessment Renewal 31 August 2021 – 30 August 2022 Verifiable CPD activity 2.5
FPI21080088 Moonstone Business School of Excellence (Pty) Ltd Compliance Sampling 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
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
FPI21080051 Counterpoint Boutique (Pty) Ltd Coffee with Counterpoint - July 2021 21 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
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
FPI21080054 The Conference Company (Pty) Ltd Payroll Managers Monthly Training Update Webinar 2021 (10 August 2021) 10 August 2021 Verifiable CPD activity 1
FPI21080055 ABSA Group Limited Q3 Webinar - Port and rail constraints on SA Businesses 08 July 2021 Verifiable CPD activity 1
FPI21080056 Investec Bank Limited Introduction to Structured Products 01 August 2021 – 31 July 2022 Verifiable CPD activity 1
FPI21080057 STANLIB Wealth Management (Pty) Ltd STANLIB PORTFOLIO UPDATE: Equity and Global Balanced Funds 11 August 2021 Verifiable CPD activity 0.5
FPI21080058 Sanlam Life Insurance Limited Peregrine Falcon Virtual Conference 1 & 2 July 2021 Verifiable CPD activity 4
FPI21080059 Asset TV (Pty) Ltd FIXED INCOME QUARTERLY FEEDBACK SESSION JULY 2021 ASHBURTON 01 August 2021 – 31 July 2022 Verifiable CPD activity 0.5
FPI21080060 Sanlam Life Insurance Limited SFP Colloquium Aug 2021 03 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
FPI21080062 Anchor Group Limited Filing Season 21 - successfully claiming home office expenses 05 August 2021 Verifiable CPD activity 1
FPI21080063 Allan Gray (Pty) Ltd Webinar: Allan Gray Umbrella Fund due diligence 10 June 2021 Verifiable CPD activity 0.5
FPI21080064 Discovery Central Services (Pty) Ltd Renewal Replacements 01 July 2021 – 30 June 2022 Verifiable CPD activity 0.5
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
FPI21080066 ABSA Group Limited Connecting the disconnect July 2021 14 July 2021 Verifiable CPD activity 1
FPI21080067 Citadel Investment Services (Pty) Ltd SDI and Adv ops - Virtual Roadshow - 08 February 2021 08 February 2021 Verifiable CPD activity 1
FPI21080068 eStudy (Pty) Ltd CPD renewal of Money Laundering 01 August 2021 – 31 July 2022 Verifiable CPD activity 2.5
FPI21080069 eStudy (Pty) Ltd Treating Customers Fairly Renewal 01 August 2021 – 31 July 2022 Verifiable CPD activity 3
FPI21080030 ICTS Legal Services (Pty) Ltd NMG Legal Forum 29 July 2021 29 July 2021 Verifiable CPD activity 2
FPI21080031 Discovery Central Services (Pty) Ltd Discovery Employee Benefits Investment Webinar with Ninety One - 11 August 2021 11 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
FPI21080033 Sygnia Asset Management (Pty) Ltd Economics and Markets – 03 August 2021 03 August 2021 Verifiable CPD activity 1
FPI21080034 Sygnia Asset Management (Pty) Ltd Sygnia Itrix Solactive Healthcare 150 ETF Launch – 06 August 2021 06 August 2021 Verifiable CPD activity 0.5
FPI21080035 Discovery Central Services (Pty) Ltd Renewal - Business Insurance: Accident class 01 August 2021 – 31 July 2022 Verifiable CPD activity 2
FPI21080036 Discovery Central Services (Pty) Ltd Renewal - Business Insurance Liability Class 01 August 2021 – 31 July 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
FPI21080038 Liberty Corporate POPIA Programme 01 July 2021-31 May 2022 Verifiable CPD activity 1
FPI21080039 Liberty Group Limited Leading Change with Empathy 01 August 2021 – 31 July 2022 Verifiable CPD activity 2
FPI21080040 Alexander Forbes Financial Services (Pty) Ltd Magwitch Securities - Exchange Traded Funds 30 June 2021 Verifiable CPD activity 1
FPI21080041 FNB Stock Broking and Portfolio Management (Pty) Ltd FNB Stockbroking and Portfolio Management – Raubex 02 June 2021 Non-verifiable CPD activity DECLINED
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
FPI21080043 Masthead (Pty) Ltd POPI Online Course. 10 August 2021 – 09 August 2022 Verifiable CPD activity 2.5
FPI21080044 Citadel Investment Services (Pty) Ltd CAM Investment Presentation July 2021 28 July 2021 Verifiable CPD activity 2.5
FPI21080045 Anchor Group Limited Anchor Webinar: Offshore investing made simple Part 3: The mechanics of investing offshore 02 August 2021 Verifiable CPD activity 1
FPI21080046 Anchor Group Limited Insurance Legislation 02 August 2021 Verifiable CPD activity 3
FPI21080047 Old Mutual Investment Group (Pty) Ltd Old Mutual Investment Insights 28 July 2021 28 July 2021 Verifiable CPD activity 1.5
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
FPI21080049 Cinnabar Investment Management (Pty) Ltd Investment Insights and Q3 Feedback 2021 23 July 2021 Verifiable CPD activity 0.5
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
FPI21080009 PSG Wealth Financial Planning (Pty) Ltd Bellville Fire Protection Module 14 - FPI 01 August 2021 till 31 July 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
FPI21080013 BrightRock Life Limited POPIA Programme 04 August 2021 till 03 August 2022 Verifiable CPD activity 1
FPI21080014 Momentum, a divison of MMI Holdings MIC CPD events - Q2 2021 Áugust 2021 Verifiable CPD activity 1
FPI21080015 Melville Douglas Investment Management (Pty) Ltd PROSUS and NASPERS: the proposed transaction 22 July 2021 Verifiable CPD activity 0.5
FPI21080016 Melville Douglas Investment Management (Pty) Ltd Investment Update - Spotlight on Tech 29 July 2021 29 July 2021 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
FPI21080018 Masthead (Pty) Ltd Driving Success In Challenging Times - Part 7 31 July 2021 – 31 July 2022 Verifiable CPD activity 0.5
FPI21080019 Prudential Portfolio Managers Unit Trusts Ltd Prudential Pruview Webinar - 5 August 02 Aug 2021 till 04 Aug 2022 Verifiable CPD activity 0.5
FPI21080020 Momentum, a divison of MMI Holdings Houseview Estate Planning Part 1 - Death 01 August 2021 – 31 July 2022 Verifiable CPD activity 2.5
FPI21080021 Momentum, a divison of MMI Holdings Houseview Estate Planning Part 2 - Disability 01 August 2021 – 31 July 2022 Verifiable CPD activity 2
FPI21080022 Alexander Forbes Financial Services (Pty) Ltd Technical Legal Update June 2021 - FATCA/CRS 16 July 2021 Verifiable CPD activity 1.5
FPI21080023 Alexander Forbes Financial Services (Pty) Ltd Technical Legal Update June 2021 25 June 2021 Verifiable CPD activity 1.5
FPI21080024 Fundhouse Adviser (Pty) Ltd Fundhouse Q2 2021 Investment Reviews 19 July 2021 – 16 August 2021 Verifiable CPD activity 2
FPI21080025 NBC Holdings (Pty) Ltd POPIA Training 27 JULY 2021 TO 30 AUGUST 2021 Verifiable CPD activity 4
FPI21080026 MitonOptimal South Africa (Pty) Ltd Machrie Model Portfolio ICM & Feedback Presentation 31 March 2020 Verifiable CPD activity 1.5
FPI21080027 MitonOptimal South Africa (Pty) Ltd Machrie ICM (04 August 2020) 31 March 2020 Verifiable CPD activity 1
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
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
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
FPI21070161 Moonstone Business School of Excellence (Pty) Ltd Essential Meeting Skills 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
FPI21070163 Moonstone Business School of Excellence (Pty) Ltd Policy and Procedure writing 01 July 2021 till 30 June 2022 Verifiable CPD activity 2.5
FPI21070164 Moonstone Business School of Excellence (Pty) Ltd Protecting your Information 01 July 2021 till 30 June 2022 Verifiable CPD activity 3.5
FPI21070165 Moonstone Business School of Excellence (Pty) Ltd Understanding Financial Crises 01 July 2021 till 30 June 2022 Verifiable CPD activity 9
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
FPI21070167 Old Mutual Wealth PFA Monthly Investment Briefing July 2021 21 July 2021 Verifiable CPD activity 0.5
FPI21070168 ICS Academy (Pty) Ltd Market Abuse - a regulatory overview 2021 01 AUGUST 2021 TO 31 JULY 2022 Verifiable CPD activity 1.5
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
FPI21070170 Liberty Corporate VUCA Investment Webinar 26 July 2021 26 July 2021 - 31 May 2022 Verifiable CPD activity 0.5
FPI21070171 Masthead (Pty) Ltd Importance of Succession Planning Course | Invoice ON960080 30 July 2021 till 29 July 2022 Verifiable CPD activity 0.5
FPI21070172 Masthead (Pty) Ltd Your Risks and Responsibilities as an Information Officer Course. 30 July 2021 till 29 July 2022 Verifiable CPD activity 1
FPI21070173 ABSA Group Limited Vukile Annual Results Roadshow with Note Holders 13 – 16 July 2021 Non-verifiable CPD activity Declined
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
FPI21080001 Milpark Education (Pty) Ltd Employee benefits Risk and Structuring of Risk Benefits 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
FPI21080003 Milpark Education (Pty) Ltd Fundamentals of Business Interruption Insurance 01 April 2021 – 31 March 2022 Verifiable CPD activity 2
FPI21080004 Milpark Education (Pty) Ltd Global Investment Strategies 01 April 2021 – 01 April 2022 Verifiable CPD activity 2
FPI21070139 Glacier Financial Holdings (Pty) Ltd Ten steps to resilient client relationships 13 July 2021 Verifiable CPD activity 1.5
FPI21070140 Naviga Solutions (Pty) Ltd Benefits of Smart Beta investing - 14 July 2021 14 July 2021 Non-verifiable CPD activity Declined
FPI21070141 Prescient Investment Management (Pty) Ltd Fixed Income Quarterly UPdate 06 July 2021 06 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
FPI21070143 Prescient Investment Management (Pty) Ltd Prescient China Update 09 July 2021 Verifiable CPD activity 0.5
FPI21070144 Milpark Education (Pty) Ltd Internal CPD session 3: intestate succession & customary law 09 July 2021 Verifiable CPD activity 1.5
FPI21070145 IHRM 26 August 2021 IHRM Webinar 26 August 2021 Verifiable CPD activity 2.5
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
FPI21070147 Sanlam Life Insurance Limited Digital Selling Skills programme 01 July 2021 – 01 July 2022 Verifiable CPD activity 12
FPI21070148 Old Mutual Corporate Risk Methodology and System Training 12 May 2021 Verifiable CPD activity 1.5
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
FPI21070150 Moonstone Business School of Excellence (Pty) Ltd Basic Business Budgeting Skills 01 July 2021 till 30 June 2022 Verifiable CPD activity 2.5
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
FPI21070152 Moonstone Business School of Excellence (Pty) Ltd Compliance Monitoring 01 July 2021 till 30 June 2022 Verifiable CPD activity 5.5
FPI21070153 Moonstone Business School of Excellence (Pty) Ltd Compliance Principles of Materiality 01 July 2021 till 30 June 2022 Verifiable CPD activity 3.5
FPI21070154 Moonstone Business School of Excellence (Pty) Ltd Compliance Programme 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
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
FPI21070157 Moonstone Business School of Excellence (Pty) Ltd Compliance Risk Management Process 01 July 2021 till 30 June 2022 Verifiable CPD activity 3.5
FPI21070158 Moonstone Business School of Excellence (Pty) Ltd Critical Thinking Skills 01 July 2021 till 30 June 2022 Verifiable CPD activity 2
FPI21070119 Masthead (Pty) Ltd How to Prepare for a FIC Inspection 05 August 2021 to 30 August 2022 Verifiable CPD activity 3
FPI21070120 Old Mutual Wealth Estate Planning Workshop 01 July 2021 – 30 June 2022 Verifiable CPD activity 2.5
FPI21070121 Full Value Financial Services (Pty) Ltd Option Principles course 01 July 2021 – 30 June 2022 Verifiable CPD activity 3.5
FPI21070122 Sanlam Life Insurance Limited Sanlam Financial Confidence Webinar 13