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Financial Planning Institute of Southern Africa
Browse and select from all the FPI approved CPD
in person training
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newsletters
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online courses
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seminars
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videos
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workshops
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Workshops
Practice Management Masterclass
3 technical CPD points
Videos
Compliant use of Social Media in Financial Services Course
1 CPD hour (1 hour)
Retirement Planning – Division Of Pension Interest On Divorce Course
1 CPD hour (1 hour)
Retirement Planning – Retirement Fund Contributions Taxation Course
1 CPD hour (1 hour)
Retirement Planning – Taxation on Lump Sum Benefits Course
1.5 CPD hours (1.5 hours)
Online courses
Administration of deceased estates
7.5 CPD points (6 hours)
Advanced Investments
8.5 CPD points
Anti-Bribery – How to be corruption free
3.15 CPD points
Asset TV Masterclass
Verified CPD points earned (All Masterclasses are approximately 1 hour)
Basic Compliance for your Practice
6 CPD points
Basic Investment Principles
8.5 CPD points
Behavioural Finance and Economics
8.5 CPD points
Business Assurance and Market Planning
8.5 CPD points
Business Continuity Planning
2.5 CPD points
CONFLICTS OF INTEREST – AN OVERVIEW IN TERMS OF FAIS
1 CPD hour (1 hour)
COUNTER MONEY LAUNDERING – A REGULATORY FRAMEWORK
2 CPD hours (2 hours)
Capital Gains Tax
5.5 CPD points (5.5 hours)
Changes in the Financial Planning Environment
2.5 CPD Points (2 hours)
Collective Investments
8.5 CPD points
Compliance Practice and Legislation
6 CPD points
Consequences of non-disclosure
2 CPD points (2 hours)
Constructing a Client Portfolio
2 Online CPD points (2 hours)
Cultural diversity in Financial Planning
2.5 Online CPD points (2 hours)
Disability Cover
2 Online CPD points (2 hours)
Divorce and Estate Planning
2 CPD points (2 hours)
Divorce and Retirement Fund Benefits
2 Online CPD points (2 hours)
Employee Benefits and Client Engagements
1.5 Online CPD Points (2 hours)
Employee benefits and Dispute Resolution
2 Ethics and Practice Standards CPD points (2 hours)
Employee benefits and Tax
2 Online CPD points (2 hours)
Estate Planning
8.5 CPD points
Ethical Investments
2 Ethics and Practice Standards CPD points (2 hours)
Ethics And Corporate Governance
2 CPD hours
Ethics for Financial Advisors
2.5 CPD points
Ethics for Financial Planners
2.5 Ethics CPD points (2 hours)
FICA
4.5 CPD points
FICA - Annual Update
6 Ethics CPD points (6 hours)
FICA 2018/19
3 CPD hours
Financial Intelligence Center Act (FICA) Awareness Training
4.5 CPD hours in Ethics and Practice Management (6 months access)
Financial Needs Analysis
8.5 CPD points
Financial Statement Analysis
8.5 CPD points
Fit and Proper for Key Individuals- Becoming fighting fit
7 CPD points
Forex Investments
8.5 CPD points
Functioning as a Trustee - Retirement Fund Environment
8.5 CPD points
Fundamentals of Income Tax and Capital Gains Tax
6.5 CPD points
Fundamentals of Trusts
1.5 CPD points
Global Investment Strategies
2 CPD points (2 hours)
Health Insurance and Demarcation Regulations
1 CPD point
Health Services Benefits
5.5 Online CPD points (6 hours)
Healthcare Benefits
8.5 CPD points
Impact of Technology on Short Term Insurance
1.5 CPD points
Income Tax Refresher
20 CPD points
Income Tax and Investments
2 Online CPD points (2 hours)
Insurance and Regulation
18+ CPD points
Introduction to Protection of Personal Information Act (POPIA)
5.5 CPD points
Introduction to Short Term Insurance
5 CPD points
Investing and Regulation
18+ CPD points
Investment Analysis
28 CPD points
Investment Planning
3.5 CPD points (3.5 hours)
Investment Planning
5 Online CPD points (6 hours)
Investment Planning Products
6 Technical CPD Points (6 hours)
Investment planning and the economy
2 CPD points (2 hours)
Investment planning for Businesses
2 CPD points (2 hours)
King IV and Retirement Funds
2 Ethics CPD points (2 hours)
Legislation and Codes of Conduct
3.5 Regulatory (FSCA) hours
Long – Term Insurance Product Solutions
8.5 CPD points
MARKETING AND ADVERTISING – AN OVERVIEW IN THE CONTEXT OF FAIS AND CISCA
1.5 CPD hours (1.5 hours)
Managing Risk in a Clients Portfolio
2 Technical CPD points (2 hours)
Marital Regimes
2 Online CPD points (2 hours)
Medical Scheme Performance
2 Online CPD points (2 hours)
Offshore investments and Governance
2 Online CPD points (2 hours)
Ombud's cases and ethical considerations
3.5 Ethics and Practice Standards CPD Points (2 hours)
POPI
2.5 CPD hours
POPI Online Course
2.5 CPD hours in Ethics and Practice Management (30 days access)
Pension Fund Regulations
2 Ethics and Practice Standards CPD points (2 hours)
Personal Financial Management and Budgeting
2.5 CPD points
Personal Income Tax for Financial Planning 2019-20
10.5 CPD points (12 hours)
Planning for Retirement
2 CPD points (2 hours)
Post-retirement planning
2 Online CPD points (2 hours)
Practice Management
6 CPD points (6 hours)
Practice Management and Risk Assessment
8.5 CPD points
Pre-retirement planning
2 Online CPD points (2 hours)
Presentation skills for financial planners
2 Online CPD points (2 hours)
Principles of Ethics in a Business
8.5 CPD points
Protection of Personal Information Act
5 CPD points
Regulation 28 In-Fund Investment Management
1.5 CPD points (2 hours)
Regulatory Update 2019
6 CPD points
Report writing for financial planners
2 Online CPD points (2 hours)
Retirement Fund Benefits
8.5 CPD points
Retirement Fund Governance
2 Ethics and Practice Standards CPD points (2 hours)
Retirement Funds and Risk Management
2 Technical CPD Points (2 hours)
Retirement Funds – Section 37C
4 CPD points
Retirement Planning - Tax at Retirement
2 Online CPD points (2 hours)
Retirement Planning - Tax on death
2 Online CPD points (2 hours)
Retirement Planning - Tax on withdrawal
2 Online CPD points (2 hours)
Retirement Planning 2018
6.5 CPD points (6.5 hours)
Retirement Planning 2018 Advanced
4 CPD points (4 hours)
Retirement Wealth Preservation and Planning
8.5 CPD points
Retirement fund of tax deductions
2 Online CPD points (2 hours)
Risk Planning Products
6 Online CPD points (6 hours)
Risk and Business Assurance
5.5 Online CPD points (6 hours)
Risk and structuring of risk benefits
1.5 Online CPD Points (2 hours)
Sales Techniques and Questioning Skills
8.5 CPD points
Section 14 Transfers - Process and Pitfalls
2 Ethics and Practice Standards CPD points (2 hours)
Section 37C - Disposal of Death Benefits
2 Online CPD points (2 hours)
Short and Long-Term Deposits
8.5 CPD points
Short-term Commercial Lines
11 CPD hours
Short-term Insurance
5.5 Online CPD points (6 hours)
Short-term Personal Lines
7.5 CPD hours
Short-term insurance - Personal Lines
7.5 CPD hours
Short-term insurance assessment and validation of claims
6 CPD points
Social Media Use
6 CPD Points (6 hours)
Social Media Use for financial Planners
2 Online CPD points (2 hours)
Social Media and what KI's should know
2 CPD points (2 hours)
Structured Deposits 2018/19
8.5 CPD points
Succession planning for businesses
2 Online CPD points (2 hours)
Supervision Requirements - FAIS Notice 86 of 2018
6 CPD points
THE FAIS ACT – A REGULATORY FRAMEWORK
2 CPD hours (2 hours)
THE FIT and PROPER REQUIREMENTS – BOARD NOTICE 194 OF 2017
2 CPD hours (2 hours)
THE POPI ACT – A REGULATORY FRAMEWORK
1.5 CPD hours (1.5 hours)
Tax Planning for businesses
2.5 Online CPD points (2 hours)
Tax and retirement funds
4.5 Online CPD points (6 hours)
Tax benefits of Retirement Planning
2 Online CPD points (2 hours)
Tax-Free savings accounts
2 Online CPD points (2 hours)
Taxation for Financial Planners 2018/19
8.5 CPD points
Taxation on estate planning and trusts
6 Online CPD points (6 hours)
The Law as it affects Estate Planning and Trust
6 Online CPD points (6 hours)
The regulatory requirements for replacements
2 Ethics and Practice Standards CPD points (2 hours)
Treating Customers Fairly (TCF) Overview
1 CPD point
Trusts and Estate Planning
2 Online CPD points (2 hours)
Umbrella funds option,including costing
2 Online CPD points (2 hours)
Understanding the risk planning process
2 Online CPD points (2 hours)
Newsletters
Moonstone Investment Indicators
0.5 CPD hours per weekly issue
Moonstone Monitor
0.5 Regulatory CPD hours per successfully completed assessment (12 months)
In person training
A CPD Programme Event - Index trends in the not so passive space
0.5 CPD Points (2 hours)
A Practical Guide to developing your own FICA Risk Management and Compliance Programme
4 CPD hours (Ethics and Practice Standards) and 2.5 CPD hours (Knowledge) (7 hours)
Develop a Risk Management Plan to protect your business, employees and clients
2 CPD hours Event Participation (Knowledge) and 1 CPD hour Ethics and Practice Standards (3 hours)
Exceptional Assistant – Improve Efficiencies To Increase Profits
5 CPD hours Event Participation (Skills and Abilities) (5 hours)
Financial Services Industry Overview Blitzcamps
Qualifies for 5.5 FAIS CPD points incl. 1 ethics point (8.5 hours)
Fundamentals of POPI
3 CPD hours in the Ethics and Practice Standards category (3 hours)
How to create a Business Plan that works
3 CPD hours in the Event Participation (Skills and Abilities) category (3 hours)
How to create an effective Operations Manual for your FSP
7 CPD hours (7 hours)
Introduction to the New Fit and Proper Requirements
1.5 CPD hours in the Ethics and Practice Standards category (1.5 hours)
Investment Management Overview Blitzcamp
Qualifies for 6 FAIS CPD points (8.5 hours)
Key Individual Responsibilities – Understanding your role and obligations
3 CPD hours in the Ethics and Practice Standards category (3 hours)
Learn how to build a robust Financial Management Model
3 CPD hours in the Event Participation (Financial Management) category (3 hours)
Preparation for an FSCA Visit – What to Expect
2 CPD hours in the Event Participation (Knowledge) category (2 hours)
RE 1 and RE 5 Exam Training
7 CPD Hhours (7 hours)
Regulatory Update – Know the Impact
3 CPD hours (3 hours)
Requirements and Impact of FICA on Accountable Institutions
4 CPD hours (4 hours)
The ISDA Agreement
6 CPD points (8 hours (9am-5pm))
Understanding the impact of Fit and Proper Requirements on FSPs, Key Individuals and Representatives
3 CPD hours (Ethics and Practice Standards) (3 hours)
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