CPD Programmes endorsed by IOBSA

CPD PROVIDERCOURSE NAMEDATE REGISTEREDEXPIRY DATECOURSE TYPECPD POINTSCERTIFICATE NUMBER
GROWTH IN MOTIONFinancial Intelligence Centre Amendment Act01/03/202501/03/2025Online4IOB140
Budgeting Skills01/05/202501/05/2026Online2IOB118
Refresher: Long Term Insurance01/05/202501/05/2026Online7IOB119
Fundamentals of Retirement Planning01/05/202501/05/2026Online4IOB120
General Code of Conduct01/05/202501/05/2026Online2.5IOB121
POPIA01/05/202501/05/2026Online3.5IOB122
FAIS and the Financial Services Sector01/03/202501/02/2026Online5IOB100
Debarment01/05/202501/05/2026Online3IOB114
Basic Economics01/05/202501/05/2026Online3IOB115
Market and Economic Update01/05/202501/05/2026Online3IOB116
Short-Term Insurance: Personal Lines01/03/202501/03/2026Online7IOB101
Short-Term Insurance: Commercial Lines01/03/202501/03/2026Online8IOB102
Long-Term Insurance01/03/202501/03/2026Online7IOB103
Pension Fund Benefits01/03/202501/03/2026Online7IOB104
Short & Long-Term Deposits01/03/202501/03/2026Online9IOB105
Structured Deposits 01/03/202501/03/2026Online7IOB106
Investments01/03/202501/03/2026Online9IOB107
Forex Investments    01/03/202501/03/2026Online9IOB108
Health Benefits01/03/202501/03/2026Online9IOB109
Practice Management01/03/202501/03/2026Online3IOB110
FAIS Environment01/03/202501/03/2026Online3IOB111
Post Retirement Planning Course01/03/202501/03/2026Online3IOB113
CONFLICT OF INTEREST01/03/202501/03/2026Online2IOB192
Bribery and Corruption01/03/202501/03/2026Online2IOB191
Money Laundering01/03/202501/03/2026Online2IOB193
Annuities Options – Pro’s and Con’s01/06/20501/06/2026Online3IOB170
Deceased Estates – Real-Life Challenges and Solutions01/06/202501/06/2026Online3IOB171
Working Longer vs Retiring Now – What’s Best for your client?01/06/202501/06/2026Online3IOB172
The Value of Financial Advice01/06/202501/06/2026Online3IOB173
Hidden Costs Associated with Buying or Selling a Home01/06/202501/06/2026Online2IOB174
Advice and Emotional Intelligence01/06/202501/06/2026Online3IOB175
Protect Your Client’s Data01/06/202501/06/2026Online2IOB176
Manage your Performance01/06/202501/06/2026Online3IOB177
Client Service & Upset Clients01/06/202501/06/2026Online2IOB178
Get Noticed as a Financial Advisor01/06/202501/06/2026Online2IOB179
Overcome Your Fear of Failure01/06/202501/06/2026Online2IOB180
Qualities of a Good Financial Advisor and what prevents people from seeking financial advice?01/06/202501/06/2026Online3IOB181
Anti-Money Laundering – Latest challenges and trends01/06/202501/06/2026Online3IOB182
Regulatory updates in the Financial Services Industry01/06/202501/06/2026Online3IOB183
Future Landscape of the Financial Sector01/06/202501/06/2026Online3IOB190
Two-Pot Retirement – The reality after September 202401/06/202501/06/2026Online2IOB185
Ethical Excellence in Financial Advising01/06/202501/06/2026Online3IOB186
Martial Regimes – Mistakes Your Client Must Avoid01/06/202501/06/2026Online3IOB187
Geo-Politics – How It Will Affect Your Client’s Financial Situation01/06/202501/06/2026Online3IOB189
Ponzi Schemes: Recognising, Avoiding, and Protecting Your Clients01/06/202501/06/2026Online3IOB188
CPD PROVIDERCOURSE NAMEDATE REGISTEREDEXPIRY DATECOURSE TYPECPD POINTSCERTIFICATE NUMBER
JHJ TRAININGMicrosoft Power BI28/02/202528/02/2026Online13JHJ009
CPD PROVIDERCOURSE NAMEDATE REGISTEREDEXPIRY DATECOURSE TYPECPD POINTSCERTIFICATE NUMBER
MOMENTUM CONSULTAgri Assets2.5
The ONE Heavy Commercial Vehicle1
The WealthWaze and the regional conferences01/03/202501/03/206Online2
REGIONAL CONFERENCE01/03/202501/03/2026Online13
ESG Masterclass Training2/13/20251 day onlyWebinar (Virtual)3
CPD PROVIDERCOURSE NAMEDATE REGISTEREDEXPIRY DATECOURSE TYPECPD POINTSCERTIFICATE NUMBER
The Southern African Venture Capital and Private Equity Association (SAVCA)SAVCA Private Equity Conference 202526/02/202526/02/2026In-Person1SAVCA019
CPD PROVIDERCOURSE NAMEDATE REGISTEREDEXPIRY DATECOURSE TYPECPD POINTSCERTIFICATE NUMBER
Edge training consultancyLEADERSHIP STARTS WITH ME2025/02/272/27/2026Online5
Write Right2025/03/013/1/2026Online3
Successful Selling2025/03/013/1/2026Online5
Negotiation2025/03/013/1/2026Online7
Customer Service2025/03/013/1/2026Online5
Communication3/1/20253/1/2026Online5
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