Financial Advisor

Under FAIS, financial advisers must hold a recognized qualification in order to be registered. Acceptable qualifications include the following: A bachelor’s degree in financial planning, economics, finance, or a related field. A postgraduate qualification in financial planning, economics, finance, or a related field. A professional qualification from a recognized financial planning organization, such as the […]

In South Africa, financial advisers who provide advice on financial products must be registered with the Financial Sector Conduct Authority (FSCA) and must meet certain education and training requirements. This includes completing a class of business training program. The class of business training program is a type of training that financial advisers must complete in

In South Africa, financial advice is regulated by the Financial Advisory and Intermediary Services Act (FAIS). Under FAIS, financial advisers must be registered with the Financial Sector Conduct Authority (FSCA) and must adhere to certain standards and requirements when providing financial advice to clients. Financial advisers may offer advice on a range of financial products,

Financial advisors, also known as financial planners, are professionals who help individuals and businesses manage their financial affairs and make informed decisions about their money. They are sought after for a variety of reasons, including the following: Expertise: Financial advisors have a deep understanding of various financial topics, such as investment strategies, tax planning, retirement

In order to write the RE5 financial services exam, you do not need to be linked to an FSP, according to Moonstone. However if you want to register, follow the steps below. To become registered as a representative of an FSP, you must meet the minimum qualifications and experience requirements set by the FSCA, and

In this post, we will examine the foundational traits required to become a successful Financial Advisor. These characteristics should be the primary focus before exploring the technical aspects of rendering financial advice. For ease of reading, I will present in point format. Curious Asking questions is key to being a successful Financial Advisor. Being curious

This is an important question to ask if you want to enter and conquer a career in financial advisory. Having the correct qualifications will set you apart from the competition in the industry and allow you to add the most value to your clients. In this article, I will share a point form summary of