Education

Recognised Continuous Professional Development Providers

Company Contact Person Email Tel No Web Site Continuous Professional Development Training Offered
WORTH Financial Education Lebo Mokoena lebo@worth.co.za - https://worth.co.za/ https://worth.co.za/
VIZRE Pty (Ltd) Marlon Green mg@vizre.co.za - http://vizre.co.za/ Risk Management
Upskills Studios (Pty) Ltd Jade Southgate jade@upskill.studio 021 818 5151 https://www.upskill.studio/contact Tax Planning | Retirement Planning | Estate Planning | Ethics & Practice Standards
University of Cape Town Jodie Martin | Jill Bost jodie.martin@gsb.uct.ac.za | jill.bost@uct.ac.za - https://uct.ac.za/ Financial Management
Trusted Advisors Anton Swanepoel anton@antonswanepoel.co.za 082 453 4184 https://www.trustedadvisor.co.za/ Financial Management | Asset Management | Risk Management | Retirement Planning |Ethics & Practice Standards
The Pension Lawyers Association Erica Smith admin@pensionlawyers.co.za | ericasmythe63@gmail.com 0113255068 https://www.pensionlawyers.co.za/home/ Financial Management| Asset Management | Risk Management | Retirement Planning | Estate Planning |Ethics & Practice Standards | Financial Management | Risk Management
Sovereign Trust (SA) Limited Yasmin Parker yparker@sovereigngroup.com - https://www.sovereigngroup.com/sg-south-africa/ Tax Planning | Retirement Planning | Estate Planning
South African Independent Financial Advisers Association Johann Kruger johann@orenco.co.za - https://saifaa.co.za/ Financial Management | Asset Management | Risk Management | Retirement Planning |Ethics & Practice Standards
Sentio Capital Management Verlyn Troskie vtroskie@sentio-capital.com - https://www.sentio-capital.com Asset Management
Sentinel International Advisory Services (Pty) Ltd Yolande Brandt | Coralea Zweig yolandeb@sentineltrust.co.za | coraleaz@sentineltrust.co.za 0116562722 https://sentinelinternational.co.za/ Financial Management | Asset Management | Risk Management | Retirement Planning | Estate Planning |Ethics & Practice Standards
Sasfin Financial Advisory Services Theoanne Alexander theoanne.alexander@sasfin.com - www.sasfin.com Asset Management
Sales Guru Holdings Proprietary Limited Karen Buys karenb@salesguru.co.za 0828203777 https://www.salesguru.co.za/ Financial Management | Asset Management
Private Wealth Management Barend Thompson bthompson@privatewealth.co.za - https://www.privatewealth.co.za/ Financial Management | Asset Management | Risk Management | Retirement Planning |Ethics & Practice Standards
Plumb Line Risk Alignment (Pty) Ltd Izak de Wet izak@plumbline.co.za - https://plumbonline.com/ Financial Management | Asset Management | Risk Management | Retirement Planning | Ethics & Practice Standards
Overseas Trust and Pension Limited Natali Ford Natali.Ford@trustandpension.com - https://www.trustandpension.com/ Retirement Planning | Estate Planning
Nedbank Limited Benazir Kajee | Natalie Manuel BenazirK@Nedbank.co.za | nataliemanu@nedbank.co.za - https://personal.nedbank.co.za/home.html Financial Management | Asset Management | Risk Management | Retirement Planning |Ethics & Practice Standards
NATIONAL STANDARD FINANCE AFRICA Michael Tichareva mtichareva@NatStandard.co.za - https://natstandard.co.za/ Financial Management | Ethics & Practice Standards
Money Habitudes LLC Brian Foster bfoster@moneyhabitudes.com - https://www.moneyhabitudes.com/ Financial Management & Ethics and Practice Standards
Mentenova (Pty) Ltd Tshepiso Nkosi tnkosi@mentenova.co.za - https://www.mentenova.co.za/ Asset Management
Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technology Francois Du Toit info@francoisdutoit.co.za 083 275 8368 www.propulsion.co.za Asset Management, Financial Management, Risk Management, Estate Planning, Tax Planning, Retirement Planning, Ethics and Practice Standards.
Grey Matter Thinking (Pty) Ltd Nicola Feliciano nfeliciano@greymatterthinking.com - https://www.greymatterthinking.com/ Financial Management | Asset Management | Risk Management | Tax Planning
Financial Sector Conduct Authority (FSCA) Stefanie Rossouw Stefanie.Rossouw@fsca.co.za 012 428 8000 www.fsca.co.za Financial Management | Risk Management | Retirement Planning | Ethics & Practice Standards
Fairtree Asset Management (Pty) Ltd Vivienne Jameson Viviennej@fairtree.com https://fairtree.com/ Asset Management
Equilibrium Investment Management (Pty) Ltd Mersey Booysen mersey.booysen@eqinvest.co.za https://www.equilibriuminvest.co.za/ Asset Management
EncoreSA Lebogang Mothulwe Lebogangm@encoresa https://www.encoresa.co.za/ Financial Management |Risk Management | Professional Skills & abilities
Creative Space Engage (Pty) Ltd Sizwe Zim sizwe@creativespacemedia.co.za 0114673341 https://www.creativespacemedia.co.za/ Asset Management Risk Management Ethics &Practice Standards
Cornerstone Performance Solutions (Pty) Ltd Karen Verster karenv@performancesolutions.co.za https://cps.co.za/ Financial Management| Asset Management | Risk Management | Retirement Planning |Ethics & Practice Standards
Carmen Venter trading as Synergia Learning Carmen Venter carmenventer@synergialearning.co.za https://synergialearning.co.za/ Financial Management |Risk Management | Retirement Planning | Estate Planning | Tax Planning
BookT Warren Janisch warren@bookt.app https://bookt.app/ Financial Management
Bidvest Life Limited Melody Stander MelodyS@bidvestlife.co.za 031 880 1190 / 031 538 3500 https://www.fmi.co.za/ Retirement Planning, Risk Management and Ethics & Financial Planning Standards
10x Investments Mandla Hendricks mhendricks@10x.co.za https://www.10x.co.za/ Asset Management
Elevate Life (Pty) Ltd Judith Ndaba judith.ndaba@elevate.co.za 011 030 7184 https://www.elevate.co.za/ Ethics & Practice Standards | Financial Management | Risk Management
Jigsaw Solutions Paul Karsten info@jigsawcompliance.co.za - https://about.jigsaw.solutions/en/welcome/ Financial Management| Asset Management | Risk Management | Retirement Planning | Estate Planning |Ethics & Practice Standards
SA Accounting Academy (Pty) Ltd Charmaine Nadasan charmaine@accountingacademy.co .za https://accountingacademy.co.za/ Financial Management
Sanlam Sky a division of Sanlam Developing Markets Ltd Aviwe Foji aviwe.foji@sanlamsky.co.za 0860 44 33 22 www.sanlamsky.co.za Asset Management Financial Management Risk Mangement Estate Planning Tax Planning Retirement Planning Ethics & Practice Standards
FNB Stock Broking and Portfolio Management (Pty) Ltd Wojciech Boryna WBoryna@fnb.co.za www.fnbstockbrokers.co.za Asset Management | Estate Planning | Tax Planning
PortfolioMetrix Asset Management SA (Pty) Ltd Caelin Coppinger charl.debeer@portfoliometrix.co.za 010 448 1278 www.portfoliometrix.co.za Asset Management
Citywire Financial Publishers Brett Powell bpowell@citywire.co.za 02078402174 www.citywire.com Asset Management
Melville Douglas Investment Management (Pty) Ltd Thandiwe Nontshibongo Thandiwe.Nontshibongo@standard bank.co.za 011 344 5149 www.melvilledouglas.com Asset Management
1Life Insurance Limited Alexandra McLoughlan alexandramc@1life.co.za 011 428 1789 https://www.telesure.co.za/ Risk Management Ethics & Practice Standards
Institute of Retirement Funds Africa NPC Phuti Phado reception@irf.org.za 011 450 1670 www.irf.org.za Retirement Planning
Jason Bernic t/a Success Coaching Jason Bernic jason@successcoaching.co.za 082 901 4407 https://www.successcoaching.co.z a/ Asset Management Financial Management Risk Mangement Estate Planning Tax Planning Retirement Planning Ethics & Practice Standards
PSG Asset Management (Pty) Ltd Carren Engledoe Carren.Engledoe@psg.co.za 021 918 7800 www.psg.co.za Asset Management
The Conference Company (Pty) Ltd Nina Freysen-Pretorius | Ellisha Ramrathan-Sukunandan "nina@confco.co.za | Ellisha@confco.co.za" 031 303 9852 www.confco.co.za Asset Management | Tax Planning | Estate Planning | Risk Management | Retirement Planning | Risk Management | Ethics & Practice Standards | Practice Management
ABSA Group Limited Rashika Ramsarup | Davina Naidoo | Lydia Fox | Priscilla le Roux | Zelda Anderson Sharika.Ramsarup@absa.africa | zelda.anderson!absa.africa | lydia.fox@absa.africa | priscilla.leroux@absa.africa Rashika Ramsarup | Davina Naidoo | Lydia Fox | Priscilla le roux | Zelda ANderson 011 846 8321 www.absa.co.za Asset Management, Financial Management, Estate Planning, Tax Planning, Retirement Planning, Risk Management and Ethics & Financial Planning Standards.
PPS Investments (Pty) Ltd Lewin Moodley Lmoodley@pps.co.za 021 680 3662 www.ppsinvestments.co.za Asset Management
Capricorn Asset Management (Pty) Ltd Gunton Cloete Gunton.Cloete@capricorn.com.na 0264 61 299 172 https://www.cam.com.na/Pages/de fault.aspx Asset Management
PPS Academy, a division of PPS Insurance Company (Pty) Ltd Tumelo Ramphele tramphele@pps.co.za 0116449738 www.ppsacademy.co.za Asset Management, Financial Management, Estate Planning, Tax Planning, Retirement Planning, Risk Management and Ethics & Financial Planning Standards.
Sygnia Asset Management (Pty) Ltd Mary-Anne Rossouw | Palesa Mabitsela mrossouw@sygnia.co.za | pmabitsela@sygnia.co.za 0214462432 www.sygnia.co.za Asset Management
Milpark Education (Pty) Ltd Tracey Joseph | Nadia Killian tracey.joseph@milpark.ac.za | Nadia.Killian@milpark.ac.za 021 673 9100 www.milpark.ac.za Asset Management, Financial Management, Estate Planning, Tax Planning, Retirement Planning, Risk Management and Ethics & Financial Planning Standards.
Media 24 (Pty) Ltd Timothy Rangongo Timothy.Rangongo@newmedia.co. za 011 877 6246 https://www.media24.com/ Asset Management, Estate Planning, Tax Planning, Retirement Planning, Risk Management and Ethics & Financial Planning Standards
Towers Watson (Pty) Ltd Nadiema Mustapha Corita.VanWyk@wtwco.com 021 681 3700 https://www.wtwco.com/en ZA/About-Us/the-willis-towers watson-development-trust Asset Management, Financial Management, Estate Planning, Tax Planning, Retirement Planning, Risk Management and Ethics & Financial Planning Standards
Prowess Investment Managers (Pty) Ltd Cheryl Wyngaard cheryl@prowessinvestments.com 0215650065 www.prowessinvestments.com Asset Management
Simply Learn CC Zelda Fuka zelda@legal1.co.za 012 998 7938 www.simplylearn.co.za Ethics & Practice Standards | Risk Management
Insurance Publications CC Michelle Schreuder-Rankin michelle@fanews.co.za 011 768 2299 www.fanews.co.za Asset Management, Estate Planning, Tax Planning, Retirement Planning, Risk Management and Ethics & Financial Planning Standards
Compliance Online (Pty) Ltd Andreas Kruger andreas@complianceonline.co.za 021 863 0073 www.complianceonline.com Ethics & practice Standards
Alexander Forbes Financial Services (Pty) Ltd Oupa Cindi cindio@aforbes.com | senatsin@aforbes.com 011 269 0000 www.alexanderforbes.co.za Financial Management,Asset Management, Retirement Planning, Estate Planning, Ethics and Practice Standard
Efficient Private Clients (Pty) Ltd Adv Francois Stofberg | Shantae Steenkamp francois@efpc.co.za | shantae@efpc.co.za 087 057 0543 www.efpc.co.za Asset Management
Morningstar Investment Management South Africa (Pty) Ltd Natalie Shattock Natalie.Shattock@morningstar.com http://www.morningstar.co.za/ Asset Management
Laurium Capital (Pty) Ltd Victoria Gorman victoria.gorman@lauriumcapital.co m;mike.titley@lauriumcapital.com 011 263 7700 www.lauriumcapital.com/ Financial Management,Asset Management, Retirement Planning, Estate Planning, Ethics and Practice Standard
Council for Medical Schemes Mmatsie Mpshane m.mpshane@medicalschemes.com 012 431 0434 https://www.medicalschemes.com/ Risk Management | Ethics & Practice Standards
Infinitum Compliance (Pty) Ltd Pieter Moller admin@infcompliance.co.za | pmolle r@infcompliance.co.za https://www.infinitumcompliance.c o.za/ Financial Management,Asset Management, Retirement Planning, Estate Planning, Ethics and Practice Standard
IRESS MD RSA (Pty) Ltd NIreshnie Pather nireshnie.pather@iress.com 010 492 1111 www.iress.com Financial Management, Retirement Planning, Estate Planning
FNB Financial Advisory Lisle Ellapen | Angelina Lumbala lisle.ellapen@fnb.co.za | Angelina.Lumbala@fnb.co.za 084 303 1973 www.fnb.co.za Financial Management,Asset Management, Retirement Planning, Estate Planning, Ethics and Practice Standard
AC Develop (Pty) Ltd Charmaine Koch charmaine@acdevelop.co.za www.acdevelop.co.za Financial Management,Asset Management, Retirement Planning, Estate Planning, Ethics and Practice Standard
UBS South Africa (Pty) Ltd Sharon Nell sharon.nell@ubs.com 011 322 7228 www.ubs.com Asset Management
Fundhouse Adviser (Pty) Ltd Matthew Marrian | Rob Macdonald matthew@fundhouse.co.za | amy@fundhouse.co.za 0216703340 www.fundhouse.co.za Ethics & Practice Standards Asset Management Practice Management
Citadel Investment Services (Pty) Ltd Jo-Lee van Rooyen joleevr@citadel.co.za 012 470 2524 www.citadel.co.za Financial Management,Asset Management, Retirement Planning, Estate Planning, Ethics and Practice Standard
Old Mutual Personal Finance Herman van Rensburg HVanRensburg@oldmutual.com 021 509 1576 www.oldmutual.co.za Financial Management,Asset Management, Retirement Planning, Estate Planning, Ethics and Practice Standard
eSTUDY (Pty) Ltd Lizeth VIsser lizeth@estudy.co.za 082 819 7398 https://estudysa.co.za/ Financial Management,Asset Management, Retirement Planning, Estate Planning, Ethics and Practice Standard
ICTS Legal Services (Pty) Ltd Toni Canton cantint@icts.co.za 087 702 3821 www.icts.co.za Financial Management, Asset Management, Risk Management, Tax Planning, Retirement Planning, Estate Planning, Ethics and Practice Standard
Scottfin Insurance Brokers (Pty) Ltd Anki Rossouw anki@scottfin.com 039 978 2220 www.scottfin.co.za Risk Management
Personal Trust (Pty) Ltd Conrad Hendrick Nicole McIntyre chendrick@ptrust.co.za nmcintyre@ptrust.co.za 021 689 8975 www.ptrust.co.za Estate Planning | Tax Planning | Ethics & Practice Standards
PPS Insurance Company (Pty) Ltd. Mirinda Laurens mlaurens@pps.co.za '011 644 4781 www.pps.co.za Asset Management, Financial Management, Risk Management, Estate Planning, Tax Planning, Retirement Planning, Ethics and Practice Standards.
The Sales Counsel (Pty) Ltd Hendrien van Zyl Hendrien@thesalescounsel.co.za 071 602 6846 https://thesalescounsel.co.za/ Professional Skills & abilities
Kairos Foundations (Pty) Ltd Charlene Abrahams Charlene@kairostraining.com 021 903 0393 www.kairostraining.co.za Asset Management, Financial Management, Risk Management, Estate Planning, Tax Planning, Retirement Planning, Ethics and Practice Standards.
Just Retirement Life South Africa Ltd Michelle Dodd mdodd@justsa.co.za www.justsa.co.za Retirement Planning
Novia One Group (Pty) Ltd Carol Junius caroll@noviaone.com 011783 9390 www.noviaone.com Asset Management, Financial Management, Risk Management, Estate Planning, Tax Planning, Retirement Planning, Ethics and Practice Standards.
Investment Consulting & Trustee Services (Pty) Ltd Toni Canton cantint@icts.co.za 087 702 3821 www.icts.co.za Asset Management, Financial Management, Risk Management, Estate Planning, Tax Planning, Retirement Planning, Ethics and Practice Standards.
RisCura Holdings South Africa Gouwa Dawood gdawood@riscura.com www.riscura.co.za Risk Management | Ethics & Practice Standards
Juacois Consulting and Technology (Pty) Ltd t/a PROpulsion Learning and Technolo Francois Du Toit info@francoisdutoit.co.za 083 275 8368 www.propulsion.co.za Asset Management, Financial Management, Risk Management, Estate Planning, Tax Planning, Retirement Planning, Ethics and Practice Standards.
JUTA & Company (Pty) Ltd Frances Ngubeni Fngubeni@JUTA.CO.ZA 021 659 2461 www.juta.co.za Ethics & Practice Standards
Old Mutual International Sharon Lundy Wayne Sorour sharon.lundy@omwealth.co.za wayne.sorour@omwealth.co.za 021 524 4722 www.oldmutualinternational.co.za Asset Management, Financial Management, Risk Management, Estate Planning, Tax Planning, Retirement Planning, Ethics and Practice Standards.
Counterpoint Boutique Jaco Brand Jaco.Brand@cpam.co.za 021 492 0218 www.cpam.co.za Asset Management
Anchor Group Limited Claire Smith yvanjaarsveld@anchorcapital.co.za | claire@investorcampus.com 021 417 8892 https://www.anchorgroup.co.za/ Financial Management Risk Management Tax Planning Estate Planning Retirement Planning Ethics & Practise Standards
Noble Private Portfolios (Pty) Ltd Belinda De Kok belinda@nobleport.co.za | admin@nobleport.co.za 086 110 5811 www.noblepp.co.za Asset Management, Retirement Planning, Ethics and Practice Standards.
2IP (Pty) Ltd Francois Cilliers | Twanette Strauss twanette@2ip.co.za | francois@2ip.co.za 021 914 1321 https://www.2ip.co.za/ Asset Management | Risk Management
New Road Capital (Pty) Ltd Zandeleigh Taute zandeleight@newroadcapital.co.za 071 483 1345 www.newroadcapital.co.za Asset Management
Investec Bank Limited Mikhaeel Hafferjee Kim.Skjoldhammer@investec.co.za | Mikhaeel.Haffejee@investec.co.za | wouter.vanderberg@investec.co.za 0214161403 www.investec.co.za Asset Management | Ethics & Practice Standards
Financial Sector Transformation Council NPC Tlago Molefe tlagom@Fstc.org.za 021 416 1403 www.fstc.co.za Risk Management | Financial Management | Retirement Planning
Full Value Financial Services (Pty) Ltd Ike Phiri ike@fullvalue.co.za 011 781 5678 www.fullvalue.co.za/ Asset Management | Financial Management | Risk Management
Liberty Corporate Losh Pather Losh.pather@liberty.c.za 011 408 4548 www.liberty.co.za Financial Management, Asset Management, Risk Management, Tax Planning, Retirement Planning, Estate Planning, Ethics and Practice Standard
Octomate Education (Pty) Ltd Abbott Pfukwa abbot@octomate.co.za 011 238 7095 www.octomate.co.za Financial Management, Asset Management, Risk, Management, Tax Planning, Retirement Planning, Estate Planning, Ethics and Practice Standard
STANLIB Wealth Management Jenny Martin Jenny.Martin@stanlib.com | nikki@quzar.co.za | itumeleng.madoda@stanlib.com | Palesa.mthombeni@stanlib.com www.stanlib.com Asset Management
Infinitus Risk Management Service (Pty) Ltd Erika Botha erika@infinitus.co.za http://infinitus.co.za/ Risk Management
Ashburton Fund Managers Proprietary Limited Denise Pillay denise.pillay@ashburton.co.za 011 282 4432 www.ashburton.co.za Asset Management
Unlimited People Consulting (Pty) Ltd Sue Anderson sue@upc.co.za 083 302 7340 www.upc.co.za Professional Skills & abilities
Prescient Investment Management (Pty) Ltd Tukie Motsephe Tukie.Motsephe@prescient.co.za 021 700 3700 www.prescient.co.za Asset Management
Optimum Investment Group (Pty) Ltd Olivia Dirks olivia@optimumgroup.co.za '0861 678 4346 https://optimuminvestgroup.com/ Asset Management
Old Mutual Investment Group (Pty) Ltd Faeez Hendricks fhendricks@oldmutual.com 021 509 2563 www.oldmutualinvest.co.za Asset Management, Ethics and Practice Standards
Matrix Fund Managers Faieka Slemming faieka@matrixfm.co.za | taryn@matrixfm.co.za 021 673 7829 https://matrixfundmanagers.co.za/ Asset Management
ICS Academy (Pty) Ltd Emma Duglas | Talia Cross emma@icsacademy.co.za | talia@icsacademy.co.za 021 975 6597 https://www.complianceservices.c o.za/ics-academy/ Ethics & Practice Standards
Simeka Consultants & Actuaries (Pty) Ltd Noemia Abrahamse noemia@simekaconsult.co.za | fathima@simekaconsult.co.za | Andeshka@simekaconsult.co.za 0219123302 www.simekaconsult.co.za Financial Management, Asset Management, Risk, Management, Tax Planning, Retirement Planning, Estate Planning, Ethics and Practice Standard
Marriot Asset Management (Pty)Ltd Lorna Verwey verweyl@marriott.co.za 031 765 0700 https://www.marriott.co.za/ Asset Management
Naviga Solutions (Pty) Ltd Yolandi Kotze | Likopo Seleso yolandi@naviga.co.za | likopo@naviga.co.za | noah@efw.co.za 087 056 9633 www.naviga.co.za Asset Management | Retirement Planning
Horizon Compliance (Pty) Ltd Johann Cloete adriaan@horizoncompliance.co.za 012 030 0267 https://www.horizoncompliance.co. za/?gclid=EAIaIQobChMIyZKA9Jv N9AIVhu5RCh3EYwVVEAAYASA AEgLlbfD_BwE Asset Management, Financial Management, Risk Management, Estate Planning, Tax Planning, Retirement Planning, Ethics and Practice Standards
Integrity Academy (Pty) Ltd Johann Cloete johann@ialearn.co.za 012 348 1098 https://integrityacademy.co.za/ Asset Management, Financial Management, Risk Management, Estate Planning, Tax Planning, Retirement Planning, Ethics and Practice Standards
Allan Gray (Pty) Ltd Nancy Louw Merryl.Lary@allangray.co.za | nancy.louw@allangray.co.za 021 446 7704 https://www.allangray.co.za/ Asset Management, Financial Management, Risk Management, Estate Planning, Tax Planning, Retirement Planning, Ethics and Practice Standards
At Work Internet Software Solutions (Pty) Ltd Anina Coetzee anina@work.za.com | cas@work.za. com 010 594 2074 https://www.atwork.co.za/ Financial Management | Asset Management | Tax Planning | Estate Planning | Retirement Planning | Professional Skills & abilities | Risk Management
The Institute of Health Risk Managers (Pty) Ltd Irene Zambelis irene@ihrm.co.za | info@ihrm.co.za 011 726 7482 www.ihrm.co.za Risk Management Ethics & Practice Standards
REZCO Investment Counsel (Pty) Ltd Eridene Coltman eridene@rezco.co.za | siphokazi@rezco.co.za 0861 739 468 http://rezco.co.za/ Asset Management
Coronation Management Company (Pty) Ltd Valda Daniels vdaniels@coronation.com 021 680 2000 www.coronation.com Asset Management
Boutique Collective Investments (RF) (Pty) Ltd Olga Engel tthomson@bcis.co.za | olga@bcis.co.za 021 007 1496 www.bci.co.za Asset Management
Cinnabar Investment Management (Pty) Ltd Dale Roodt dale@cinnabarim.co.za info@cinnabari m.co.za https://cinnabarim.com/ Asset Management
M & G Investments Unit Trusts South Africa (RF) Ltd Michelle Castle michelle.castle@mandg.co.za;Can dice.Posthumus@mandg.co.za 021 670 5112 mandg.co.za Asset Management Risk Management Ethics &Practice Standards
Old Mutual Corporate Phumelele Nxumalo pnxumalo@oldmutual.com 011 217 1617 https://www.oldmutualinternational .co.za/ Asset Management, Risk Management, Estate Planning, Tax Planning, Retirement Planning, Ethics and Practice Standards
Stonehage Fleming Investment Management (South Africa) (Pty) Ltd Lylanie Berg lylanlylanie.berg@stonehageflemin g.com 021 446 2100 https://www.stonehagefleming.co m/ Asset Management
University of the Free State Sanet Crous crouss@ufs.ac.za 051 4013665 www.ufs.ac.za Asset Management, Risk Management, Estate Planning, Tax Planning, Retirement Planning, Ethics and Practice Standards
Docfox Africa T/A FICA CO Hawken McEwan hawken@docfox.co.za 010 140 3580 https://docfox.co.za/ Asset Management | Tax Planning | Estate Planning | Risk Management | Retirement Planning | Risk Management | Ethics & Practice Standards | Practice Management
Moonstone Business School of Excellence (Pty) Ltd Stephanie Engelbrecht edel@mbse.ac.za | stephanie@mbse.ac.za 021 883 8000 http://www.mbse.ac.za/ Asset Management | Tax Planning | Estate Planning | Risk Management | Retirement Planning | Risk Management | Ethics & Practice Standards | Practice Management
ISS Compliance (Pty) Ltd Beejal Vallabh madhu@nfsgroup.co.za beejal@nfsgroup.co.za; 0837893085 www.nfsgroup.co.za Asset Management | Tax Planning | Estate Planning | Risk Management | Retirement Planning | Risk Management | Ethics & Practice Standards | Practice Management
Jhb Securities and Portfolio Management Company (Pty) Ltd t/a SA Asset Mana An-marie Swanepoel saassets@sastockbrokers.co.za 012 567 7657 http://www.saassets.co.za/ Asset Management
Ninety One SA (Pty) Ltd Marlin Africa-Sylvester | Sizo Mabaso marlin.asylvester@ninetyone.com | sizo.mabaso@ninetyone.com 021 901 1926 https://www.ninetyone.com/ Asset Management, Tax Planning, Retirement Planning, Estate Planning, Ethics and Practice Standards
The Compliance Toolbox (Pty) Ltd Ryno van Wyk ryno@ctb.co.za 011 794 1189 https://www.ctb.co.za/ Asset Management | Tax Planning | Estate Planning | Risk Management | Retirement Planning | Risk Management | Ethics & Practice Standards | Practice Management
Old Mutual Wealth Nomhle Somdaka donny.bruce@omwelath.co.za;nom hle.somdaka@omwealth.co.za;Yari va.Ramdhani@omwealth.co.za;Dill on Venketsamy 021 524 4400 http://www.omwealth.co.za/ Financial Management, Risk Management, Tax Planning, Estate Planning, Retirement Planning, Ethics and Practice Standards
Nedgroup Investments (Pty) Ltd Farhana Meeran FarhanaMe@nedgroupinvestments. co.za 021 416 6064 http://www.nedgroupinvestments.c om/ Financial Management, Asset Management, Risk Management, Retirement Planning, Ethics and Practice Standards
Employee Benefits Network (Pty) Ltd Toni Canton cantint@icts.co.za 010 020 9008 https://www.eeb.co.za/ Retirement Planning
Schroder Investment Management Limited Adam Saunders adam.saunders@Schroders.com +44 (0) 207 658 6000 https://www.schroders.com/en/za/i ntermediary/ Asset Management, Financial Management, Estate Planning, Tax Planning, Retirement Planning, Risk Management, Ethics & Financial Planning Standards
PSG Wealth Financial Planning (Pty) Ltd Bellville Carrel Engledoe Carren.Engledoe@psg.co.za 021 918 7800 http://www.psg.co.za/ Asset Management, Risk Management, Ethics & Practice Standards
The Collaborative Exchange (Pty) Ltd Debbie Hinton kevin@thecollaborative.co.za 082 568 1795 https://www.thecollaborative.co.za/ Asset Management
The Tax Faculty Ketlani Halala compliance@taxfaculty.ac.za 012 943 7002 https://taxfaculty.ac.za/ Tax Planning, Ethics & Practice Standards
Elite Wealth (Pty) Ltd Nadine de Waal rassie.dupreez@elitewealth.biz;nad ine.dewaal@elitewealth.biz 0861 222 378 http://www.elitewealth.biz/ Financial Management, Risk Management, Ethics and Practice Standards
Camissa Collective Investments (RF) Limited Liza-marie van Wyk lvanwyk@kagisoam.com 021 673 6312 http://www.kagisoam.com/ Financial Management Asset Management
Amity Investment Solutions (Pty) Ltd Tanya Coetzee tanya@amity.co.za 011 609 0707 http://www.amitywealth.co.za/ Asset Management | Financial Management | Risk Management | Estate Planning | Tax Planning | Retirement Planning | Ethics and Practice Standards
CILSA Investments (Pty) Ltd Jacqui Holliday j.holliday@capital-sa.com 021 201 1070 https://www.capital-iom.com/ Asset Management
VAPS Consultancy (Pty) Ltd Delia Green delia@vaps.co.za 011 795 8800 https://vaps.co.za/ Asset Management Financial Management Risk Mangement Estate Planning Tax Planning Retirement Planning Ethics & Practice Standards
Edward Nathan Sonnenbergs Incorporated Jessica Blumenthal jblumenthal@ensafrica.com '021 410 2567 https://www.ensafrica.com/ Asset Management | Tax Planning | Estate Planning | Risk Management Retirement Planning | Risk Management Ethics & Practice Standards | Practice Management "
Chartered Financial Analyst Society of South Africa NPC Noluthando Phakath events@cfa.ac.za | info@cfa.ac.za 011 791 0105 https://www.cfasociety.org/southaf rica/Pages/Home.aspx Asset Management, Financial Management, Retirement Planning, Risk Management and Ethics & Financial Planning Standards.
Bidvest life Melody Stander MelodyS@fmi.co.za 031 880 1190 / 031 538 3500 https://www.fmi.co.za/ Retirement Planning, Risk Management and Ethics & Financial Planning Standards
Glacier Financial Holdings (Pty) Ltd Karin Pienaar karin.pienaar@glacier.co.za 0219179156 www.glacier.co.za Financial Management, Asset Management, Risk Management, Tax Planning, Retirement Planning, Estate Planning, Ethics & Practise Standards
27four Investment Managers (Pty) Ltd Mikhaeel Vawda mikhaeel@27four.com | vic@27four.com 0114422464 https://www.27four.com/ Asset Management
Magwitch Securities (Pty) Ltd Andrew Browne Andrew@magwitch.co.za 0114533048 https://magwitch.co.za/ Asset Management
Rekindle Learning Rapelang Rabana | Jo Goyen admingroup@rekindlelearning.com 010 590 3107 https://rekindlelearning.com/ Asset Management | Risk Management | Ethics & Practice Standards
MitonOptimal South Africa (Pty) Ltd Ruwayda Hendricks | Ingrid Farmer jolandi@mitonoptimal.com | ruwayda@mitonoptimal.com | Ingrid@mitonoptimal.com 021 689 6908 https://www.mitonoptimal.com Asset Management
FPI Centre for Professional Development a division of FPI NPC Kisten Da Silva | Tracy Rehman kirsten@fpi.co.za | tracy@fpi.co.za 011 470 6000 www.fpi.co.za Asset Management | Tax Planning | Estate Planning | Risk Management | Professional Skills & abilities Retirement Planning | Risk Management Ethics & Practice Standards | Practice Management
Analytics Consulting (Pty) Limited Candace Diergaardt | Brenda Ainsworth candace@analytics.co.za | brenda@cicollective.co.za 0114639600 www.analytics.co.za Risk Management, Ethics & Practice Standards |Asset Management
Affinity Business School (Pty) Ltd Bronwyn Browne bronwen@affinitybusinessschool.co.za 0861 194 777 https://affinitybusinessschool.co.za / Asset Management | Tax Planning | Estate Planning | Risk Management Retirement Planning | Risk Management Ethics & Practice Standards | Practice Management
Natsure (Pty) Ltd Shemigra Kiewiets ShemigraK@natsure.co.za lizam@natsure.co.za 0861 447 752 www.natsure.co.za/ Risk Management
Cadiz Funds (Pty) Ltd Adrian Meager Adrian.meager@cadiz.co.za 0800 505 050 https://cadiz.co.za/ Asset Management
Discovery Central Services (Pty) Ltd Sheri Higgins Sherih@discovery.co.za 011 529 2451 www.discovery.co.za Financial Management | Risk Management | Tax Planning | Estate Planning | Retirement Planning | Ethics & Practice Standards
Coronation Asset Management (Pty) Ltd Cindy Muller CMuller@Coronation.com 021 680 2497 https://www.coronation.com/institut ional/ Asset Management | Financial Management | Retirement Planning Risk Management | Ethics & Practice Standards
Sanlam Life Insurance Limited Phina Nukeri | Ulandi Fraser Ofentse.Baloyi2@sanlam.co.za | ulandi.fraser@sanlam.co.za 011 238 0461 www.sanlam.co.za Asset Management | Tax Planning | Estate Planning | Risk Management Retirement Planning | Risk Management Ethics & Practice Standards | Practice Management
FundNews Africa CC Lindsay Mitchell lindsay.mitchell@hedgenewsafrica. com 021 8500 585 https://hedgenewsafrica.com/ Risk Management Financial Management Ethics & Practice Standards
Law@work Faculty of Law UCT Don Coue don.coue@uct.ac.za 0216505621 http://www.law.uct.ac.za/ Asset Management | Tax Planning | Estate Planning | Risk Management Retirement Planning | Risk Management Ethics & Practice Standards | Practice Management
Asset TV (Pty) Ltd Lorensia Naidoo | Elna Smit Lorenia.naidoo@asset.tv | elna.smit@asset.tv 0746536296 www.assettv.com Asset Management
Momentum Consultants & Actuaries Maryna Muller maryna.muller@momentum.co.za 0877427602 https://www.momentumconsultantsandactuaries.co.za/ Asset Management
Masthead (Pty) Ltd Danelle Vollgraaff dvollgraaff@masthead.co.za | tmalapane@masthead.co.za 0216863588 www.masthead.co.za Estate Plannning Risk Management Ethics & Practice Standards
OUTsurance Insurance Company Limited Shaakira Abdool abdoolsatars@out.co.za 0126754566 https://www.outsurance.co.za/ Risk Management Financial Management Ethics & Practice Standards

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