CPD Programmes endorsed by IOBSA

CPD PROVIDERCOURSE NAMEDATE REGISTEREDEXPIRY DATECOURSE TYPECPD POINTSCERTIFICATE NUMBER
CPDHUB (PTY) LTDTwelve B Green Energy Fund03/07/202403/07/2025Online1IOB2008
Tax Masterclass (Fund Formation)01/09/202401/09/2025Online1,5IOB2009
AKP Training Course | Mastering Project Finance03/07/202403/07/2025Online17IOB2013
FORWARD PERSONAL AND BUSINESS EXCELLENCE INSTITUTE (PTY) LTDConsult Short Term & Short-Term Product Provider Gauteng – Day 229/03/20241 Day OnlyConference5IOB509
Consult Short Term & Short-Term Product Provider Inland – Day 129/03/20251 Day OnlyConference3IOB510
GROWTH IN MOTIONEconomic and Investment Overview01/06/202401/06/2025Online4IOB163
Plain English Communication Skills01/06/202401/06/2025Online2IOB166
Client service – how to build relationship and retain your client01/06/202401/06/2025Online2,5IOB164
COIDA Compliance01/09/202401/09/2025Online4IOB187
Time Value of money made practical01/06/202401/06/2025Online3IOB153
Advice when a client dies01/06/202401/06/2025Online3IOB504
Estate liquidity analysis made easy01/06/202401/06/2025Online3IOB155
Co-ownership of property01/06/202401/06/2025Online2IOB156
Marital regimes01/06/202401/06/2025Online2IOB157
What is important about a will01/06/202401/06/2025Online2IOB158
The role of credit agancies01/06/202401/06/2025Online2IOB159
Fit and Proper – What does it mean?01/06/202401/06/2025Online2IOB160
The reality about compounding interest01/06/202401/06/2025Online3IOB161
Economic , Social and Governance (ESG) considerations01/09/202401/09/2025Online3IOB162
FAIS RE 1 Preparation Workshop11/01/202411/01/2025Workshop7IOB139
Understanding the needs analysis01/10/202401/10/2025Online3IOB134
Conduct Standards for Banks01/10/202401/10/2025Online3IOB133
Structured Investment Products01/09/202410/09/2025Online3,5IOB124
Pre-Retirement – Why is a RA the best solution01/09/202410/09/2025Online3,5IOB125
Investment Planning (Cash, Bonds, Equity & Property)01/08/202401/08/2025Online7IOB129
Advanced Retirement Planning01/08/202401/08/2025Online4,5IOB130
Investment Planning01/08/202401/08/2025Online4IOB131
Alternative Investments01/08/202401/08/2025Online4IOB132
Budgeting Skills01/05/202401/05/2025Online2IOB118
Refresher: Long Term Insurance01/05/202401/05/2025Online7IOB119
Fundamentals of Retirement Planning01/05/202401/05/2025Online4IOB120
General Code of Conduct01/05/202401/05/2025Online2,5IOB121
POPIA01/05/202401/05/2025Online3,5IOB122
FAIS and the Financial Services Sector14/02/202414/02/2025Online5IOB100
Debarment01/05/202401/05/2025Online3IOB114
Basic Economics01/05/202401/05/2025Online3IOB115
Market and Economic Update01/05/202401/05/2025Online3IOB116
Short-Term Insurance: Personal Lines01/03/202401/03/2025Online7IOB101
Short-Term Insurance: Commercial Lines01/03/202401/03/2025Online8IOB102
Long-Term Insurance01/03/202401/03/2025Online7IOB103
Pension Fund Benefits01/03/202401/03/2025Online7IOB104
Short & Long-Term Deposits01/03/202401/03/2025Online9IOB105
Structured Deposits 01/03/202401/03/2025Online7IOB106
Investments01/03/202401/03/2025Online9IOB107
Forex Investments    01/03/202401/03/2025Online9IOB108
Health Benefits01/03/202401/03/2025Online9IOB109
Practice Management01/03/202401/03/2025Online3IOB110
FAIS Environment01/03/202401/03/2025Online3IOB111
Introduction to a Regulatory Enviroment01/06/202401/06/2025Online2IOB185
Why endowment policies?01/06/202401/06/2025Online2IOB170
Non-life insurance cover – Commercial01/06/202401/06/2025Online3IOB171
Changes to your client’s needs – Post pandemic01/06/202401/06/2025Online3IOB172
Micro-insurance01/06/202401/06/2025Online2IOB173
Building relationships in sales01/06/202401/06/2025Online4IOB174
Psychology tips to increase sales01/06/202401/06/2025Online3IOB175
Leading through change01/06/202401/06/2025Online3IOB176
A guide to workplace professionalism01/06/202401/06/2025Online3IOB177
Resolving conflict01/06/202401/06/2025Online4IOB178
Soliciting and responding to client feedback01/06/202401/06/2025Online3IOB179
Stop procrastinating01/06/202401/06/2025Online3IOB180
Build better relationships with your team01/06/202401/06/2025Online3IOB181
Dealing with difficult conversations01/06/202401/06/2025Online2IOB182
Refresher – Mandatory disclosures01/06/202401/06/2025Online2IOB183
How to be an ethical leader01/06/202401/06/2025Online4IOB184
Post Retirement Planning Course01/03/202401/03/2025Online3IOB113
Time Management01/11/202401/11/2025Online2IOB188
Stress Management01/11/202401/11/2025Online2IOB189
Matching a client’s need to Short Term Insurance01/11/202401/11/2025Online2IOB135
Sales Activity Management11/10/202411/10/2025Online3IOB168
Tandem Quad 101/02/202401/02/2025Online3IOB169
Countering Fraud01/02/202401/02/2025Online2IOB190
Skills for Admin Assistants11/01/202411/01/2025Online3IOB138
CONFLICT OF INTEREST01/03/202401/03/2025Online2IOB192
Cyber Awareness11/01/202411/01/2025Online8IOB137
Bribery and Corruption01/03/202401/03/2025Online2IOB191
Money Laundering01/03/202401/03/2025Online2IOB193
ADVICE AND INTERMEDIARY SERVICES IN TERMS OF FAIS01/06/202401/06/2025Online2IOB194
DISCLOSURE REQUIREMENTS01/06/202401/06/2025Online2IOB195
BNP Paribas Cliquet 101/08/202401/08/2025Online0,5IOB166
THE ROLE OF THE KEY INDIVIDUAL01/06/2024/01/06/2025Online3IOB196
THE REPRESENTATIVE UNDER SUPERVISION01/06/202401/06/2025Online3IOB197
Challenges financial advisors face today01/06/202401/06/2025Online2IOB198
Funeral costs and the importance of funeral insurance01/06/202401/06/2025Online2IOB199
The deadly sins of retirement planning01/06/202401/06/2025Online4IOB200
The GEPF retirement benefits01/06/202401/06/2025Online4IOB201
Cryptocurrencies01/06/202401/06/2025Online3IOB202
Develop a mindset for growth01/06/202401/06/2025Online2IOB203
Social media marketing – Intermediate01/06/202401/06/2025Online3IOB204
Social media marketing – Advanced01/06/202401/06/2025Online3IOB205
Negotiation strategies to increase sales01/06/202401/06/2025Online2IOB206
Enable your sales team01/06/202401/06/2025Online2IOB207
Understand the two-pot retirement system01/06/202401/06/2025Online3IOB208
Withdrawing from the savings component – blessing or curse?01/06/202401/06/2025Online3IOB209
Ethical dilemmas and how to resolve them01/06/202401/06/2025Online2IOB210
EMPLOYEE RELATIONS FUNDAMENTALS01/06/202401/06/2025Online1IOB211
MoneyMarketing Magazine APRil 24 Edition01/04/202401/04/2025Online1IOB212
ETHICAL DECISION MAKING01/08/202401/08/2025Online2IOB213
TELEPHONE ETIQUETTE01/08/202401/08/2025Online2IOB214
REMOTE SALES01/08/202401/08/2025Online2IOB216
HANDLING PRESSURE AND DIGITAL FATIGUE01/08/202401/08/2025Online3IOB217
SALESPEOPLE AND CLIENT CHARACTERISTICS01/08/202401/08/2025Online2IOB218
PROSPECTING01/08/202401/08/2025Online2IOB219
ICAP TRAINING SOLUTIONSBUSINESS ETHICS – A GUIDE TO PROFESSIONALS01/08/202401/08/2025Online3IOB220
CIS & CIS HEDGE FUNDS01/08/202401/08/2025Online4IOB228
JHJ TRAININGMicrosoft Power BI18/02/202418/02/2025Online13JHJ009
MOMENTUM CONSULTBusiness Interruption Insurance01/11/202401/11/2028 3 
BATTLE OF THE PLATFORMS19/06/202419/06/2025Online1,5MOM025
BATTLE OF THE PLATFORMS 215/08/202415/08/205Online5MOM028
COMMERCIAL INSURANCE IN THE FUEL INDUSTRY16/04/202416/04/2025Online2MOM024
CROP INSURANCE19/06/202419/06/2025Online3MOM026
ANNUAL CONSULT CONFERENCE-202423/09/202423/09/2025Online7MOM022
Regional Conferences 202412/07/202412/07/2025Online7MOM013
The Southern African Venture Capital and Private Equity Association (SAVCA)Private Equity Fund Accounting & Administration16/02/202416/02/2025In-Person11SAVCA011
EY Exits Masterclass 202406/09/202406/09/2025In-Person2,5SAVCA017
Fund Accounting and Administration12/06/202412/06/2025Online6 
GIBS Foundation Programme13/06/202413/06/2025Online13SAVCA031
SAVCA ESG Masterclass28/06/202428/06/2025Online1,5SAVCA032
VC Survey Launch 202412/07/202412/07/2025Online2SAVCA033
Valuations Masterclass 202401/08/202401/08/2025Online6SAVCA034
PE TAX MASTERCLASS 202416/09/202416/09/2025Online10SAVCA034
PE Connect 202410/10/202410/10/2025Online3SAVCA035
VC Conference 202423/10/202423/10/2025Online6,5SAVCA025
COURSE NAMEDATE REGISTEREDEXPIRY DATECOURSE TYPECPD POINTS
ABSIP : The Association of Black Securities and Investment Professionals (ABSIP)Asset Owners Symposium14/06/202314/06/2024In Person5
Book reviews14/06/202314/06/2024In Person2
Youth Economic Indaba14/06/202314/06/2024In Person5
Retail Symposium14/06/202314/06/2024In Person5
Budget Speech14/06/202314/06/2024Online5
Medium-term budget speech14/06/202314/06/2024Online5
Grey listing Thought Leadership Dinner14/06/202314/06/2024In Person5
Banking Symposium14/06/202314/06/2024In-person5
Female Portfolio Manager Webinar14/06/202314/06/2024Online2
Black Rock Training Session14/06/202314/06/2024In Person2
CEO Roundtable  14/06/202314/06/2024In Person2
CPDHUB PTY LTD t/a CPD HUBIntroducing Twelve B Green Energy Fund15/03/202315/03/2024In-person1
Grovest Webinar13/02/202313/02/2024Online1
Old Mutual Masterclass – 2 Days15/03/202315/03/2024Online7
Old Mutual Masterclass18/04/202318/04/2024Online14
Old Mutual Masterclass18/04/202318/04/2024In-person14
GoGetta: Growing Africa24/04/202324/04/2024Online1
Bonitas Financial Roadshow11/07/202311/07/2024Online2
Digital Finance Africa 202311/07/202311/07/2024In-person7
Twelve B Green Energy Fund 10/08/202310/08/2024Online1
Tax Masterclass (Fund Formation) 13/09/202313/09/2024Online1,5
Mazi Asset Managers Roadshow20/09/202320/09/2024Online2
Elevate Your HR Game02/11/202302/11/2024Online1
Private Equity Management in South Africa02/11/202302/11/2024Online2
FORWARD PERSONAL AND BUSINESS EXCELLENCE INSTITUTE (PTY) LTDFinancial Services Debarment Process08/06/202308/06/2024Online1
Regulations of the Financial Sector in South Africa 08/06/202308/06/2024Online5
Policy Protection Rules Long Term Insurance 08/06/202308/06/2024Online5
Policy Protection Rules Short Term Insurance 08/06/202308/06/2024Online5
Health Services Benefits – Concepts 08/06/202308/06/2024Online5
POPIA 202308/06/202308/06/2024Online2
Understanding the New Regulatory Structure of the FSCA 24/08/202324/08/2024Program8
Treat your customer fairly (TCF)08/06/202308/06/2024Program3
GROWTH IN MOTIONEconomic and Investment Overview09/06/202309/06/2024Online4
Presentaion Skills28/08/202328/08/2024Online2
Plain English Communication Skills28/08/202328/08/2024Online2
Client service – how to build relationship and retain your client09/06/202309/06/2024Online2,5
Met-Amorph Managing Change09/06/202309/06/2024Classroom2
COIDA Compliance18/09/202318/09/2024Online4
Asset Allocation09/06/202309/06/2024Online3
Time Value of money made practical09/06/202309/06/2024Online3
Advice when a client dies09/06/202309/06/2024Online3
Estate liquidity analysis made easy09/06/202309/06/2024Online3
Co-ownership of property09/06/202309/06/2024Online2
Marital regimes09/06/202309/06/2024Online2
What is important about a will09/06/202309/06/2024Online2
The role of credit agancies09/06/202309/06/2024Online2
Fit and Proper – What does it mean?09/06/202309/06/2024Online2
The reality about compounding interest09/06/202309/06/2024Online3
Economic , Social and Governance (ESG) considerations09/06/202309/06/2024Online3
Financial Intelligence Centre Amendment Act23/06/202323/06/2024Online4
FAIS RE 1 Preparation Workshop28/12/202328/12/2024Workshop7
Understanding the needs analysis17/10/202317/10/2024Online3
Conduct Standards for Banks17/10/202317/10/2024Online3
Pre-Retirement – Why is a RA the best solution18/09/202318/09/2024Online3,5
CIS & CIS Hedge Funds18/09/202318/09/2024Online4
Investment Planning (Cash, Bonds, Equity & Property)18/09/202318/09/2024Online7
Advanced Retirement Planning18/09/202318/09/2024Online4,5
Investment Planning18/09/202318/09/2024Online4
Alternative Investments18/09/202318/09/2024Online4
Budgeting Skills12/05/202312/05/2024Online2
Refresher: Long Term Insurance12/05/202312/05/2024Online7
Fundamentals of Retirement Planning12/05/202312/05/2024Online4
General Code of Conduct12/05/202312/05/2024Online2,5
POPIA12/05/202312/05/2024Online3,5
FAIS and the Financial Services Sector24/03/202324/03/2024Online5
Debarment12/05/202312/05/2024Online3
Basic Economics12/05/202312/05/2024Online3
Market and Economic Update24/05/202324/05/2024Online3
Short-Term Insurance: Personal Lines24/03/202324/03/2024Online7
Short-Term Insurance: Commercial Lines24/03/202324/03/2024Online8
Long-Term Insurance24/03/202324/03/2024Online7
Pension Fund Benefits24/03/202324/03/2024Online7
Short & Long-Term Deposits24/03/202324/03/2024Online9
Structured Deposits 24/03/202324/03/2024Online7
Investments24/03/202324/03/2024Online9
Forex Investments    24/03/202324/03/2024Online9
Health Benefits24/03/202324/03/2024Online9
Practice Management24/03/202324/03/2024Online3
FAIS Environment24/03/202324/03/2024Online3
Cyber Awareness28/12/202328/12/2024Online8
Skills for Admin Assistants28/12/202328/12/2024Online3
One Minute Manager27/01/202327/01/2024Online3
Why endowment policies?29/05/202329/05/2024Online2
Non-life insurance cover – Commercial29/05/202329/05/2024Online3
Changes to your client’s needs – Post pandemic29/05/202329/05/2024Online3
Micro-insurance29/05/202329/05/2024Online2
Building relationships in sales29/05/202329/05/2024Online4
Psychology tips to increase sales29/05/202329/05/2024Online3
Leading through change29/05/202329/05/2024Online3
A guide to workplace professionalism29/05/202329/05/2024Online3
Resolving conflict29/05/202329/05/2024Online4
Soliciting and responding to client feedback29/05/202329/05/2024Online3
Stop procrastinating29/05/202329/05/2024Online3
Build better relationships with your team29/05/202329/05/2024Online3
Dealing with difficult conversations29/05/202329/05/2024Online2
Refresher – Mandatory disclosures29/05/202329/05/2024Online2
How to be an ethical leader29/05/202329/05/2024Online4
Post Retirement Planning Course3/24/20233/24/2024Online3
Time Management03/11/202303/11/2024Online2
Stress Management03/11/202303/11/2024Online2
Matching a client’s need to Short Term Insurance03/11/202303/11/2024Online2
Sales Activity Management17/10/202317/10/2024Online2
Tandem Quad 121/07/202321/07/2024Online3
BNP Paribas Cliquet 121/07/202321/07/2024Online0,5
ICAP TRAINING SOLUTIONSCredit Value Adjustments (CVA) for Derivatives Products – Face to Face 27/06/202327/06/2024Face to Face21
Credit Value Adjustments (CVA) for Derivatives Products – Live Virtual 27/06/202327/06/2024Live Virtual21
Fixed Income Simulation Bonds, Swaps & Credit22/11/202322/11/2014In-person28
JHJ TRAININGAdvanced Operational Risk Bootcamp09/11/202209/11/2023Online31
Artificial Intelligence & Machine Learning in Banking & Financial Services Master Class Training (3 day)09/11/202209/11/2023Online19,5
Microsoft Power BI17/02/202317/02/2024Online13
MOMENTUM CONSULTThe Silly Season Guide04/12/202304/12/2024Online2
Social Media Training04/12/202304/12/2024Online1
Envirosure30/11/202330/11/2024Online3
Engineering30/11/202330/11/2024Online3
The Importance of a Will04/12/202304/12/2024Online1
WealthWaze: Our Digital Investment Future10/10/202310/10/2024Online2
Consult Annual Conference (Day 1)05/10/202305/10/2024Online3,5
Consult Annual Conference (Day 2)05/10/202305/10/2024Online4,5
The In & Out of Emigration21/09/202321/09/2024Online1
The ABC of International Investing (Part 2)21/09/202321/09/2024Online1
WealthWaze Masterclass : Retirement21/09/202321/09/2024Online1
The ABC of International Investing (Part 1)21/09/202321/09/2024Online1
King Price – Cyber Insurance21/09/202321/09/2024Online1
Peregrine Hedge Funds31/03/202331/03/2024Online1
One Marine Insurance31/03/202331/03/2024Online1,5
360ne Hedge Funds29/03/202329/03/2024Online1
Regional Conferences 2023 (Day 1)13/03/202313/03/2024In-person6
Regional Conferences 2023 (Day 2)13/03/202313/03/2024In-person6
National Standard Finance Africa (Pty) LtdAccountability in the Workplace19/07/202319/07/2024LMS Onine2,5
Assertiveness and Self-Confidence19/07/202319/07/2024LMS Onine2,5
Creative Problem Solving19/07/202319/07/2024LMS Onine2,5
Critical Thinking19/07/202319/07/2024LMS Onine2,5
Emotional Intelligence19/07/202319/07/2024LMS Onine2,5
Meeting Management19/07/202319/07/2024LMS Onine2,5
Personal Branding19/07/202319/07/2024LMS Onine2,5
Ten Soft Skills You Need19/07/202319/07/2024LMS Onine2,5
Time Management19/07/202319/07/2024LMS Onine2,5
Unconscious Bias19/07/202319/07/2024LMS Onine2,5
Accountability in the Workplace19/07/202319/07/2024Workshop Half Day4
Assertiveness and Self-Confidence19/07/202319/07/2024Workshop Half Day4
Creative Problem Solving19/07/202319/07/2024Workshop Half Day4
Critical Thinking19/07/202319/07/2024Workshop Half Day4
Emotional Intelligence19/07/202319/07/2024Workshop Half Day4
Meeting Management19/07/202319/07/2024Workshop Half Day4
Personal Branding19/07/202319/07/2024Workshop Half Day4
Ten Soft Skills You Need19/07/202319/07/2024Workshop Half Day4
Time Management19/07/202319/07/2024Workshop Half Day4
Unconscious Bias19/07/202319/07/2024Workshop Half Day4
Accountability in the Workplace19/07/202319/07/2024Workshop Full Day8
Assertiveness and Self-Confidence19/07/202319/07/2024Workshop Full Day8
Creative Problem Solving19/07/202319/07/2024Workshop Full Day8
Critical Thinking19/07/202319/07/2024Workshop Full Day8
Emotional Intelligence19/07/202319/07/2024Workshop Full Day8
Meeting Management19/07/202319/07/2024Workshop Full Day8
Personal Branding19/07/202319/07/2024Workshop Full Day8
Ten Soft Skills You Need19/07/202319/07/2024Workshop Full Day8
Time Management19/07/202319/07/2024Workshop Full Day8
Unconscious Bias19/07/202319/07/2024Workshop Full Day8
The Southern African Venture Capital and Private Equity Association (SAVCA)Legal & Regulatory Briefing3/23/20233/24/2024Webinar2,5
A Post-Pandemic View (In-Person)2/23/20232/23/2024In-Person5
A Post-Pandemic View (Online)2/23/20232/23/2024Online5
EY Exits Masterclass 202316/11/202316/11/2024In-Person4
VC Survey Launch 202318/10/202318/10/2024In-Person2,5
SAVCA VC Conference 202312/10/202312/10/2024In-Person6
M&A Tax Masterclass Series12/10/202312/10/2024In-Person7,5
ESG & Impact Masterclass12/10/202312/10/2024In-Person1,5
PE Survey Launch12/10/202312/10/2024In-Person1,5
Valuations Masterclass 202313/07/202313/07/2024In-Person6
SAVCA GIBS Foundation Programme (Day1)13/07/202313/07/2024In-Person7,5
SAVCA GIBS Foundation Programme (Day2)13/07/202313/07/2024In-Person5,5
Private Equity Fund & Administration22/06/202322/06/2024In-Person6
Governing the Growing Company22/06/202322/06/2024In-Person
Control Risks Leadership Circle09/06/202309/06/2024Webinar1,5
SAVCA Private Equity Conference 202326/04/202326/04/2024In-Person1
SAVCA Regulatory Briefing23/03/202323/03/2024Webinar2,5
THE LEARNER ADVANCEMENT GROUP NPCWorkplace Skills for Emerging Professionals30/10/202330/10/2024Program35,5
WALT PRODUCTIONS T/A ETHICS AFRICAFICA Short Course Online11/22/202211/10/2023Online5
The Ethics of Greed (16hrs)30/11/202330/11/2024Online16
The Ethics of Greed (12hrs)30/11/202330/11/2024Online12
The Ethics of Greed (8hrs)30/11/202330/11/2024Online8
The Ethics of Greed (4hrs)30/11/202330/11/2024Online4
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