CPD Programmes endorsed by IOBSA

CPD PROVIDERCOURSE NAMEDATE REGISTEREDEXPIRY DATECOURSE TYPECPD POINTSCERTIFICATE NUMBER
GROWTH IN MOTIONFinancial Intelligence Centre Amendment Act01/03/202601/03/2027Online4IOB140
Budgeting Skills01/05/202601/05/2027Online2IOB118
Refresher: Long Term Insurance01/05/202601/05/2027Online7IOB119
Fundamentals of Retirement Planning01/05/202601/05/2027Online4IOB120
General Code of Conduct01/05/202601/05/2027Online2.5IOB121
POPIA01/05/202601/05/2027Online3.5IOB122
FAIS and the Financial Services Sector01/03/202601/02/2027Online5IOB100
Debarment01/05/202601/05/2027Online3IOB114
Basic Economics01/05/202601/05/2027Online3IOB115
Market and Economic Update01/05/202601/05/2027Online3IOB116
Short-Term Insurance: Personal Lines01/03/202601/03/2027Online7IOB101
Short-Term Insurance: Commercial Lines01/03/202601/03/2027Online8IOB102
Long-Term Insurance01/03/202601/03/2027Online7IOB103
Pension Fund Benefits01/03/202601/03/2027Online7IOB104
Short & Long-Term Deposits01/03/202601/03/2027Online9IOB105
Structured Deposits 01/03/202601/03/2027Online7IOB106
Investments01/03/202601/03/2027Online9IOB107
Forex Investments    01/03/202601/03/2027Online9IOB108
Health Benefits01/03/202601/03/2027Online9IOB109
Practice Management01/03/202601/03/2027Online3IOB110
FAIS Environment01/03/202601/03/2027Online3IOB111
Post Retirement Planning Course01/03/202601/03/2027Online3IOB113
CONFLICT OF INTEREST01/03/202601/03/2027Online2IOB192
Bribery and Corruption01/03/202601/03/2027Online2IOB191
Money Laundering01/03/202601/03/2027Online2IOB193
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 Advice01/06/202601/06/2027Online3IOB173
Hidden Costs Associated with Buying or Selling a Home01/06/202601/06/2027Online2IOB174
Advice and Emotional Intelligence01/06/202601/06/2027Online3IOB175
Protect Your Client’s Data01/06/202601/06/2027Online2IOB176
Manage your Performance01/06/202601/06/2027Online3IOB177
Client Service & Upset Clients01/06/202601/06/2027Online2IOB178
Get Noticed as a Financial Advisor01/06/202601/06/2027Online2IOB179
Overcome Your Fear of Failure01/06/202601/06/2027Online2IOB180
Qualities of a Good Financial Advisor and what prevents people from seeking financial advice?01/06/202601/06/2027Online3IOB181
Anti-Money Laundering – Latest challenges and trends01/06/202601/06/2027Online3IOB182
Regulatory updates in the Financial Services Industry01/06/202601/06/2027Online3IOB183
Future Landscape of the Financial Sector01/06/202601/06/2027Online3IOB190
Two-Pot Retirement – The reality after September 202401/06/202601/06/2027Online2IOB185
Ethical Excellence in Financial Advising01/06/202601/06/2027Online3IOB186
Martial Regimes – Mistakes Your Client Must Avoid01/06/202601/06/2027Online3IOB187
Geo-Politics – How It Will Affect Your Client’s Financial Situation01/06/202601/06/2027Online3IOB189
DIVERSITY AND INCLUSION01/08/202501/08/2026Online3
ETHICAL DECISION MAKING01/08/202501/08/2026Online2
TELEPHONE ETIQUETTE01/08/202501/08/2026Online2
REMOTE SALES01/08/202501/08/2026Online2
HANDLING PRESSURE AND DIGITAL FATIGUE01/08/202501/08/2026Online3
SALESPEOPLE AND CLIENT CHARACTERISTICS01/08/202501/08/2026Online2
PROSPECTING01/08/202501/08/2026Online2
BUSINESS ETHICS – A GUIDE TO PROFESSIONALS01/08/202501/08/2026Online3
Pre-Retirement – Why is a RA the best solution01/09/20259/1/2026Online3.5
CIS & CIS Hedge Funds01/09/20259/1/2026Online4
Investment Planning (Cash, Bonds, Equity & Property)01/09/20259/1/2026Online7
Advanced Retirement Planning01/09/20259/1/2026Online4.5
Investment Planning01/09/20259/1/2026Online4
Alternative Investments01/09/20259/1/2026Online4
Structured Investment Products01/09/20259/1/2026Online3.5
COIDA Awareness01/09/20259/1/2026Online2
Understanding the needs analysis01/10/202501/10/2026Online3
Conduct Standards for Banks01/10/202501/10/2026Online3
Ponzi Schemes: Recognising, Avoiding, and Protecting Your Clients01/06/202601/06/2027Online3IOB188
Time Management01/11/202511/1/2026Online2
Stress Management01/11/202511/1/2026Online2
Matching a client’s need to Short-Term Insurance Products01/11/202511/1/2026Online2
Cyber Awareness01/01/202601/11/2027Online8
Skills for Admin Assistants01/01/202601/11/2027Online3
FAIS RE 1 Preparation Workshop01/01/202601/01/2027Online7
Sales Activity Management01/01/202601/01/2027Online3
One Minute Manager01/01/202601/01/2027Online3
The Middle East Crisis and Financial Planning: What South African Financial Advisors Should Be Discussing With Clients01/04/202601/04/2027Online1
Why endowment policies01/06/202601/06/2027Online2
Non-life insurance cover – Commercial01/06/202601/06/2027Online3
Changes to your client’s needs – Post pandemic01/06/202601/06/2027Online3
Micro-insurance01/06/202601/06/2027Online2
Building relationships in sales01/06/202601/06/2027Online4
Psychology tips to increase sales01/06/202601/06/2027Online3
Leading through change01/06/202601/06/2027Online3
A guide to workplace professionalism01/06/202601/06/2027Online3
Resolving conflict01/06/202601/06/2027Online4
Soliciting and responding to client feedback01/06/202601/06/2027Online3
Stop procrastenating01/06/202601/06/2027Online3
Build better relationships with your team01/06/202601/06/2027Online3
Dealing with difficult conversations01/06/202601/06/2027Online2
Refresher – Mandatory disclosures01/06/202601/06/2027Online2
How to be an ethical leader01/06/202601/06/2027Online4
Challenges financial advisors face today01/06/202601/06/2027Online2
Funeral costs and the importance of funeral insurance01/06/202601/06/2027Online2
The deadly sins of retirement planning01/06/202601/06/2027Online4
The GEPF retirement benefits01/06/202601/06/2027Online4
Cryptocurrencies01/06/202601/06/2027Online3
Develop a mindset for growth01/06/202601/06/2027Online2
Social media marketing – Intermediate01/06/202601/06/2027Online3
Social media marketing – Advanced01/06/202601/06/2027Online3
Closing the deal – Negotiation strategies to increase sales01/06/202601/06/2027Online2
Enable your sales team01/06/202601/06/2027Online2
Understand the two-pot retirement system01/06/202601/06/2027Online3
Withdrawing from the savings component – blessing or curse?01/06/202601/06/2027Online3
Ethical dilemmas and how to resolve them01/06/202601/06/2027Online3
ADVICE AND INTERMEDIARY SERVICES IN TERMS OF FAIS01/06/202601/06/2027Online2
DISCLOSURE REQUIREMENTS01/06/202601/06/2027Online2
THE ROLE OF THE KEY INDIVIDUAL01/06/202601/06/2027Online3
THE REPRESENTATIVE UNDER SUPERVISION01/06/202601/06/2027Online3
Annuities Options – Pro’s and Con’s01/06/202601/06/2027Online3
Deceased Estates – Real-Life Challenges and Solutions01/06/202601/06/2027Online3
Working Longer vs Retiring Now – What’s Best for your client?01/06/202601/06/2027Online3
Manager as Coach01/06/202601/06/2027Online1
Leaders in Action01/06/202601/06/2027Online2
Complaints Training01/06/202601/06/2027Online2
Investment Advice in Practice: A Guide for Financial Advisors01/06/202601/06/2027Online4.5
Practical AI for Financial Advisors: Using Suitable AI Tools to Improve Client Advice and Productivity01/06/202601/06/2027Online4
Driving Success in Challenging Times01/06/202601/06/2027Online3
Digital Transformation (Cybersecurity – Protection Against Cyber Threats)01/06/202601/06/2027Online2
The COFI Bill Explained: What Financial Advisors Need to Know01/06/202601/06/2027Online3
Met-Amorph Managing change01/06/202601/06/2027Online2
Asset allocation01/06/202601/06/2027Online3
Time value of money made practical01/06/202601/06/2027Online3
Advice when a client dies01/06/202601/06/2027Online3
Estate liquidity analysis made easy01/06/202601/06/2027Online3
Co-ownership of property01/06/202601/06/2027Online2
Marital regimes01/06/202601/06/2027Online2
What is important about a will01/06/202601/06/2027Online2
The role of credit agencies01/06/202601/06/2027Online2
Fit and Proper – What does it mean?01/06/202601/06/2027Online2
The reality about compounding interest01/06/202601/06/2027Online3
Economic, Social and Governance (ESG) considerations01/06/202601/06/2027Online3
Client service – how to build relationship and retain your client01/06/202601/06/2027Online2.5
Economic and Investment Overview01/06/202601/06/2027Online4
EMPLOYEE RELATIONS FUNDAMENTALS01/06/202601/06/2027Online1
The Evolving AML Landscape: Risks,Regulation and Global Trends01/06/202601/06/2027Online3
Introduction to the Regulatory Environment01/06/202601/06/2027online2
AI, Ethics and Professional Judgment: Using AI Responsibly in Financial Advice01/06/202601/06/2027Online4
COIDA Compliance01/05/202601/05/2027Online3
Countering Fraud01/02/202601/02/2027Online2
CPD PROVIDERCOURSE NAMEDATE REGISTEREDEXPIRY DATECOURSE TYPECPD POINTSCERTIFICATE NUMBER
ICAP Training Solutions Pty LtdBasel Capital and Liquidity Framework (circa 2025)01/06/202601/06/2027Inperson
CPD PROVIDERCOURSE NAMEDATE REGISTEREDEXPIRY DATECOURSE TYPECPD POINTSCERTIFICATE NUMBER
JHJ TRAININGFinancial Modelling Masterclass18/07/202518/07/2026Inperson21
CPD PROVIDERCOURSE NAMEDATE REGISTEREDEXPIRY DATECOURSE TYPECPD POINTSCERTIFICATE NUMBER
MOMENTUM CONSULTAgri AssetsOnline2.5
The ONE Heavy Commercial VehicleOnline1
Annual Consult Conference 202501/09/202501/09/2025Online7
My Money Fingerprint04/08/202504/08/2026Online3
CPD application for My Money Fingerprint01/08/202501/08/2026Online3
The WealthWaze and the regional conferences01/03/202501/03/2026Online2
Financial Tax Immigration01/07/202501/07/2026Online2
WealthWaze01/10/202501/10/2026Online1.5
Maximising Retirement Planning01/03/202601/03/2027Online6.5
Two-day Conference @ the Montecasino JHB01/09/202501/09/2026Inperson7.5
Shari’ah-Compliant Investing01/50/202601/05/2027Online1.5
REGIONAL CONFERENCE01/03/202601/03/2027Online13
CPD PROVIDERCOURSE NAMEDATE REGISTEREDEXPIRY DATECOURSE TYPECPD POINTSCERTIFICATE NUMBER
The Southern African Venture Capital and Private Equity Association (SAVCA)SAVCA PE Connect01/06/202601/06/2027Inperson3
SAVCA Exits Masterclass01/09/202501/09/2026Online4
SAVCA (Impact Investing in Africa)01/08/202601/08/2026Inperson40
SAVCA VC Survey Launch17/07/202517/07/2026Online3
Fund Accounting Masterclass15/07/202515/06/2026Online6.5
SAVCA-GIBS Foundation Programme in Private Equity 202511/06/202511/006/2026Inperson10
SAVCA & AON Webinar05/06/202505/06/2026Online2
ESG Masterclass Training2/13/20251 day onlyWebinar (Virtual)3
SAVCA VC Conference 202501/10/202501/10/2026online3
PE Tax Masterclass01/10/202501/10/2026online4
SAVCA Investment Mastery Series01/05/202601/05/2027Online2.5
Fund Accounting Masterclass01/10/202501/10/2026online3
Pension Fund Trustee Workshop01/02/202601/02/2027online6
SAVCA Private Equity Conference 202526/02/202626/02/2027In-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
CPD PROVIDERCOURSE NAMEDATE REGISTEREDEXPIRY DATECOURSE TYPECPD POINTSCERTIFICATE NUMBER
FORWARD PERSONAL AND BUSINESS EXCELLENCE INSTITUTE (PTY) LTDPOPIA05/06/202605/06/2027Online2
Financial Intelligence Centre Act05/06/202605/06/2027Online1
Financial Services Debarment Process05/06/202605/06/2027Online1
Regulation of Financial Sector in South Africa05/06/202605/06/2027Online5
Policy Protection Rules Loan Long Term Insurance05/06/202605/06/2027Online5
Treat your customer fair principles05/06/202605/06/2027Online3
Health Services Benefits Concepts05/06/202605/06/2027Online5
Policy Protection Rules Short Term Insurance05/06/202605/06/2027Online5
An Overview of the Financial Services Sector in South Africa05/10/202605/10/2027Online
Understanding the new regulatory structure in South Africa05/10/202505/10/2027Online8
CPD PROVIDERCOURSE NAMEDATE REGISTEREDEXPIRY DATECOURSE TYPECPD POINTSCERTIFICATE NUMBER
IT News Africa5th Digital Finance Africa 202501/07/202501/07/2026In-person6
CPD PROVIDERCOURSE NAMEDATE REGISTEREDEXPIRY DATECOURSE TYPECPD POINTSCERTIFICATE NUMBER
CPD HubBoost your pension Fund’s performance13/08/202513/08/2026Online1.5
MeTTa Equiam Webinar01/10/202501/10/2026Online1
CPD PROVIDERCOURSE NAMEDATE REGISTEREDEXPIRY DATECOURSE TYPECPD POINTSCERTIFICATE NUMBER
Walt Productions (Pty) Ltd t/a Ethics AfricaFICA course accreditation01/10/202501/10/2027online5
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