FPI programme
approval number
FPI Recognised CPD Provider Name of event Date of activity Verifiable /non-verifiable CPD
activity
CPD hours
FPI18080001 PSG Wealth Financial Planning
(Pty) Ltd
PSG Insure Work Session 04 June 2018 06 June 2018 05 June
2018
07 June 2018 12 June 2018 13 June
Non-verifiable CPD activity 1.5
FPI18080002 PSG Wealth Financial Planning
(Pty) Ltd
PSG Wealth Adviser Work Sessions 04 June 2018 05 June 2018 06
June 2018 07 June 2018 12 June
2018 13 June 2018 15 June
Non-verifiable CPD activity 1
FPI18080003 Ripple Effect 4 (Pty) Ltd Long Term Insurance Credit Life On-going 2018 till 25 July 2019 Verifiable CPD activity 4
FPI18080004 Ripple Effect 4 (Pty) Ltd Short Term Insurance Commercial Lines On-going 2018 till 25 July 2019 Verifiable CPD activity 9
FPI18080005 Ripple Effect 4 (Pty) Ltd Short Term Insurance Personal Lines On-going 2018 till 25 July 2019 Verifiable CPD activity 9
FPI18080006 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
Durban IFA Update and Networking
Session 24 July 2018
24-Jul-18 Verifiable CPD activity 1
FPI18080007 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
Regional Discussion Forum 02 August
2018
02 August 2018 Verifiable CPD activity 3
FPI18080008 Prudential Portfolio Managers Unit
Trusts Limited
Pruview Q3 with Hamilton van Breda 03 August 2018 Verifiable CPD activity 1
FPI18080009 ASISA Academy ASISA Academy Financial Services
Industry Overview Blitzcamp
04 September and On-going 2018 till
04 June 2019
Verifiable CPD activity 5.5
FPI18080010 ASISA Academy ASISA Academy Investment
Management Overview Blitzcamp
04 September and On-going 2018 till
04 June 2019
Verifiable CPD activity 6
FPI18080011 ICS Academy (Pty) Ltd FICA Training On-going 2018 till 31 May 2019 Verifiable CPD activity 2
FPI18080012 ICS Academy (Pty) Ltd Fit and Proper Requirements Training 03 August 2018 Verifiable CPD activity 2
FPI18080013 Portfolio Analytics Analytics
Consulting (Pty) Limited
RDR update and presentation August – December 2018 Verifiable CPD activity 1.5
FPI18080014 Nedgroup Investments (Pty) Ltd Nedgroup Investments Summit 2018 02 August 2018 Verifiable CPD activity 5.5
FPI18080015 Old Mutual Personal Finance CoDA Business Session (Old Mutual PFA) 07 May & 08 May 2018 Non-verifiable CPD activity 5.5
FPI18080016 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
Allan Gray Webinar | Articulating client
value in a changing environment
15 August 2018 Verifiable CPD activity 1.5
FPI18080017 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
Articulating your value proposition and
service offer in a changing environment
03 August 2018 Verifiable CPD activity 3
FPI18080018 VAPS Consulting (Pty) Ltd TCF (Treating Customers Fairly)
Training
10 August 2018 - 31 December 2018 Verifiable CPD activity 3.5
FPI18080019 Coronation Management Company Conversations with Coronation - Global
Emerging Markets
July - August 2018 Non-verifiable CPD activity 1.5
FPI18080020 Old Mutual Personal Finance Old Mutual Reimagine Advice Roadshow July - August 2018 Verifiable CPD activity 1
FPI18080021 Stanlib Wealth Management (Pty)
Ltd
STANLIB Asset Management Roadshow 14 August - 29 August 2018 Verifiable CPD activity 2
FPI18080022 Stanlib Wealth Management (Pty)
Ltd
STANLIB Fixed Income 08-Aug-18 Verifiable CPD activity 1
FPI18080023 FPI Centre for Professional
Development
Retirement and Investments Workshop 17, 18, 20 September 2018 Verifiable CPD activity 4.5
FPI18080024 Ripple Effect 4 (Pty) Ltd Pension Fund Benefits On-going 2018 till 25 July 2019 Verifiable CPD activity 8.5
FPI18080025 Ripple Effect 4 (Pty) Ltd Long Term Insurance On-going 2018 till 25 July 2019 Verifiable CPD activity 5.5
FPI18080026 Alexander Forbes Investments Ltd IFA Symposium 18-Sep-18 Verifiable CPD activity 5
FPI18080027 PSG Wealth Financial Planning
(Pty) Ltd
July Wealth Solutions 25-Jul-18 Verifiable CPD activity 2.5
FPI18080028 Ashburton Fund Managers
Proprietary Limited
Global Perspective Seminar 19,20,24,25,26 & 27 July 2018 Verifiable CPD activity 2
FPI18080029 Nedgroup Investments (Pty) Ltd Veritas Asset Management Roadshow 23,24,25 & 26 July 2018 Verifiable CPD activity 1
FPI18080030 Council for Medical Schemes Advanced Broker Training Programme 17,24, & 31 August 2018 Verifiable CPD activity 6.5
FPI18080031 Sanlam Life Insurance Limited Marital Regimes and Tax in 2019 16 May & 15 June 2018 Verifiable CPD activity 3
FPI18080032 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
Allan Gray Fund Provider Workshop
August and September 2018
28, 30 Aug, 04,05,06,07 Sept 2018 Verifiable CPD activity 3.5
FPI18080033 Investec Asset Management (Pty)
Ltd
Advisor Workshop 23-Aug-18 Verifiable CPD activity 1.5
FPI18080034 Glacier Financial Holdings (Pty)
Ltd
Glacier Asset Manager Day August 2018 03-Aug-18 Verifiable CPD activity 1.5
FPI18080035 Glacier Financial Holdings (Pty)
Ltd
Regional Asset Manager Day August
2018
13,14,15 August 2018 Verifiable CPD activity 2
FPI18080036 Old Mutual Investment Group (Pty)
Ltd
Webinar with Peter Brooke Aug-18 Verifiable CPD activity 1
FPI18080037 FPI Centre for Professional
Development
Client Engagement Webinar 16-Aug-18 Verifiable CPD activity 1.5
FPI18080038 Compliance and Learning Center
(Pty) Ltd
Fundamentals of Long-term Insurance On-going 2018 till 04 June 2019 Verifiable CPD activity 1.5
FPI18080039 FPI Centre for Professional
Development
Employee Benefits 2 Webinar 23 Aug 2018 till 22 August 2019 Verifiable CPD activity 1.5
FPI18080040 FPI Centre for Professional
Development
Consequences of non-disclosure by
FSP’s and representatives
On-going 2018 till 30 January 2019 Verifiable CPD activity 1.5
FPI18080041 FPI Centre for Professional
Development
Social Media for Key Individuals Online
Course
On-going 2018 till January 2018 Verifiable CPD activity 1
FPI18080042 FPI Centre for Professional
Development
Cultural diversity in Financial Planning
Online Course
On-going 2018 till 30 January 2019 Verifiable CPD activity 2.5
FPI18080043 FPI Centre for Professional
Development
Overview of Changes in Financial
Planning Environment
On-going 2018 till 30 January 2019 Verifiable CPD activity 2.5
FPI18080044 Prudential Portfolio Managers Unit
Trusts Limited
Gifts, Benefits, Entertainment,
Hospitality and FAIS Fit and Proper
Training Workshop
20,27,28 Aug, 05 Sept 2018 Verifiable CPD activity 2
FPI18080045 Discovery Central Services (Pty)
Ltd
Offshore Bootcamp 29-Aug-18 Verifiable CPD activity 1
FPI18080046 PSG Wealth Financial Planning
(Pty) Ltd
PSG Winter Update 24,30,31 July, 01,02 Aug 2018 Verifiable CPD activity 1
FPI18080047 Ashburton Fund Managers
Proprietary Limited
KZN Manco Day 02-Aug-18 Verifiable CPD activity 3
FPI18080048 Fairtree Asset Management (Pty)
Ltd
Fairtree Capital Fund Update 21-Jun-18 Verifiable CPD activity 1.5
FPI18080049 Anchor Group Limited Anchor Roadshow 21, 22, 28,30 Aug, 05 Sept 2018 Verifiable CPD activity 1
FPI18080050 Investec Asset Management (Pty)
Ltd
Investing for Retirement 18-Sep-18 Verifiable CPD activity 2
FPI18080051 Alexander Forbes Investments Ltd Alexander Forbes Investments Indaba 17-Sep-18 Verifiable CPD activity 3
FPI18080052 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
Allan Gray Behavioural Coaching
Programme Module 2
08, 21,22, 23, 24 Aug 2018 Verifiable CPD activity 7
FPI18080053 Old Mutual Investment Group (Pty)
Ltd
Investment Insights- Planet vs Profits –
A collision course
13,16 & 27 Aug 2018 Verifiable CPD activity 1
FPI18080054 Sanlam Life Insurance Limited Women Empowerment in the Financial
Planning World
Ongoing 2018 till 30 January 2019 Verifiable CPD activity 1
FPI18080055 Masthead (Pty) Ltd RDR Investment Discussion Seminar August 2018 till August 2019 Verifiable CPD activity 3
FPI18080056 Masthead (Pty) Ltd Understanding the impact of Fit and
Proper Requirements on FSPs, KI’s and
representatives
August 2018 till August 2019 Verifiable CPD activity 3
FPI18080057 Glacier Financial Holdings (Pty)
Ltd
Glacier Investment Roadshow 20,21,22,23,24,27,28,29,30,31 Aug,
04, 14 Sept 2018
Verifiable CPD activity 1.5
FPI18080058 Glacier Financial Holdings (Pty)
Ltd
Pretoria Mini Due Diligence 16-Aug-18 Verifiable CPD activity 4
FPI18080059 Sanlam Life Insurance Limited Masterclass 2018 05-Sep-18 Verifiable CPD activity 3
FPI18080060 Compliance Institute (SA) Compliance Institute (SA) Annual
Conference
11 - 12 September 2018 Verifiable CPD activity 7.5
FPI18080061 Intelligo Solutions (Pty) Ltd Consumer Protection Act Ongoing 2018 Verifiable CPD activity 2
FPI18080062 Old Mutual Investment Group (Pty)
Ltd
Webinar: Making sustainable investing
accessible to all investors
31-Aug-18 Verifiable CPD activity 1
FPI18080063 Elite Wealth Management(Pty) Ltd Select Manager Investment Meeting 26-Jul-18 Verifiable CPD activity 3
FPI18080064 Momentum, a division of MMI
Holdings
Internal Complaints Handling Process 21, 22, 23, 28, 29,30 August 2018 Verifiable CPD activity 2
FPI18080065 Nedgroup Investments (Pty) Ltd Nedgroup Investments XS Select
Roadshow
13, 14, 17 August 2018 Verifiable CPD activity 1.5
FPI18080066 Circulus Online Personal Income Tax for Financial
Planning
On-going 2018 till 30 July 2018 Verifiable CPD activity 10.5
FPI18080067 Momentum, a division of MMI
Holdings
SAIA Code of Conduct 21, 22, 23, 28, 29,30 August 2018 Verifiable CPD activity 2
FPI18080068 Old Mutual Corporate Innovation through Cell Captives 24-May-18 Verifiable CPD activity 1.5
FPI18080069 Liberty Group Limited Risk Workshop August 2018 till July 2019 Verifiable CPD activity 2
FPI18080070 Liberty Group Limited Investment Planning Academy August 2018 till July 2019 Verifiable CPD activity 16
FPI18080071 Liberty Group Limited Behavioural Master Class August 2018 till July 2019 Verifiable CPD activity 1
FPI18080072 Amity Investment Solutions (Pty)
Ltd
Amity Master Class 15-Aug-18 Verifiable CPD activity 5
FPI18080073 Intelligo Solutions (Pty) Ltd Financial Intelligence Center Act 2001 Ongoing 2018 Verifiable CPD activity 7.5
FPI18080074 Masthead (Pty) Ltd RE 1 and RE 5 Training August 2018 till August 2019 Verifiable CPD activity 7
FPI18080075 Masthead (Pty) Ltd Exceptional Assistant – Improve
Efficiencies to Increase Profits
August 2018 till August 2019 Verifiable CPD activity 5
FPI18080076 Elite Wealth Management(Pty) Ltd Select Manager Investment Meeting 26-Jul-18 Verifiable CPD activity 3.5
FPI18080077 Compliance and Learning Center
(Pty) Ltd
Fundamentals of Collective Investment
Schemes
On-going 2018 till 04 June 2019 Verifiable CPD activity 4
FPI18080078 Prudential Portfolio Managers Unit
Trusts Limited
Nelspruit Pruview with Hamilton van
Breda
30-Aug-18 Verifiable CPD activity 1
FPI18080079 Sanlam Life Insurance Limited Sanlam Professional Workshop 18-Jul-18 Verifiable CPD activity 1.5
FPI18080080 Sanlam Life Insurance Limited Sanlam Recurring Premium Summit 06 – 07 August 2018 Non-verifiable CPD activity 2.5
FPI18080081 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
A more intelligent business model –
mechanising service delivery
12-Sep-18 Verifiable CPD activity 1.5
FPI18080082 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
Income or the client – should service or
fees come first in the fees for service
argument?
29-Aug-18 Verifiable CPD activity 15
FPI18080083 ICTS Legal Services (Pty) Ltd ICTS Legal Services Monthly Forum 15-Aug-18 Verifiable CPD activity 2
FPI18080084 ICTS Legal Services (Pty) Ltd ICTS Legal Services Monthly Forum 20-Jun-18 Verifiable CPD activity 2
FPI18080085 ICTS Legal Services (Pty) Ltd ICTS Legal Services Monthly Forum 24-May-18 Verifiable CPD activity 2
FPI18080086 Liberty Corporate Investment Workshop Session for FA’S
and KI’S
On-going 2018 till 27 June 2019 Verifiable CPD activity 2.5
FPI18080087 Liberty Corporate Risk Benefits and the trends in the
Industry Workshop Session for FA’S and
KI’s
On-going 2018 till 27 June 2019 Verifiable CPD activity 2.5
FPI18080088 Youhash (Pty) Ltd BITCOIN – The most important advance
in the evolution of money
Sep-18 Verifiable CPD activity 3
FPI18080089 ICTS Legal Services (Pty) Ltd ICTS Legal Services Monthly Forum 17-Jul-18 Verifiable CPD activity 2
FPI18080090 Intelligo Solutions (Pty) Ltd No 4 of 2003: Protection of Personal
Information Act 2013
Ongoing 2018 Verifiable CPD activity 2.5
FPI18080091 Fiduciary Institute of Southern
Africa
8th Annual FISA Conference 20-Sep-18 Verifiable CPD activity 3.5
FPI18080092 Momentum, a division of MMI
Holdings
Momentum Consult DISRUPT
Conference 2018
06 September 2018 till 07 September
2018
Verifiable CPD activity 6
FPI18080093 Liberty Group Limited DPFM - Retirement Planning August 2018 till July 2019 Verifiable CPD activity 7
FPI18080094 Sanlam Life Insurance Limited Conversations with clients: Topic 1:
Emigration. Topic 2: Marital
regimes in perspective.
21, 23 August 2018 Verifiable CPD activity 2.5
FPI18080095 Circulus Online Opportunities for Financial Planning
from Personal Income Tax
On-going 2018 till 30 July 2019 Verifiable CPD activity 3
FPI18080096 Foord Asset Management (Pty) Ltd Foord: Mind of the Manager 03, 11, 12, 20, 21, 27 Sept. 10 Oct
2018
Verifiable CPD activity 1
FPI18080097 Liberty Group Limited DPFM - Business Planning August 2018 till July 2019 Verifiable CPD activity 6.5
FPI18080098 FPI Centre for Professional
Development
Economic Updates Webinar 3 30-Aug-18 Verifiable CPD activity 1.5
FPI18090001 Rezco Investment Council (Pty) Ltd Rezco Review October 2018 10 - 15 October 2018 Verifiable CPD activity 1.5
FPI18090002 Liberty Group Limited Practice Financials September 2018 till August 2019 Verifiable CPD activity 1.5
FPI18090003 Liberty Group Limited Investment Seminar 23 July & 24 July 2018 Verifiable CPD activity 1
FPI18090004 Intelligo Solutions (Pty) Ltd Finance and Insurance Motor Retail
Fundamentals
On-going 2018 Verifiable CPD activity 5
FPI18090005 FPI Centre for Professional
Development
Tax deductions on Retirement Fund
contributions
On-going 2018 till 30 January 2019 Verifiable CPD activity 2
FPI18090006 FPI Centre for Professional
Development
Social Media Use for Financial Planners On-going 2018 till 30 January 2019 Verifiable CPD activity 2
FPI18090007 Sanlam Life Insurance Limited Sanlam Benchmark 2018 15-Aug-18 Verifiable CPD activity 3
FPI18090008 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
Interpreting Your Enneagram 07-Sep-18 Verifiable CPD activity 1.5
FPI18090009 Investec Asset Management (Pty)
Ltd
Liberty Presentations 29-Jun-18 Non-verifiable CPD activity 1
FPI18090010 Liberty Group Limited Operational Efficiencies - Sales Leader September 2018 till August 2019 Verifiable CPD activity 1.5
FPI18090011 Old Mutual Corporate Grouped Investment Reportbacks 22 – 24 May 2018 28 May to 1
June 2018 18 – 22 June 2018
25 – 29 June 2018 9 – 12 July
Verifiable CPD activity 1
FPI18090012 Intelligo Solutions (Pty) Ltd National Credit Act 34 of 2005 On-going 2018 Verifiable CPD activity 7
FPI18090013 Old Mutual Corporate KIC Start Sessions - An analysis of the
standalone retirement fund market and
Recognition of Transfer Issues – Impacts
16-Jul-18 Verifiable CPD activity 1.5
FPI18090014 Old Mutual Corporate KIC Start Sessions – Umbrella Fund
Costs – Batseta Presentation
23 July 2018 Verifiable CPD activity 1.5
FPI18090015 Old Mutual Corporate KIC Start Sessions – Coaching your
clients through times economic times
06 August 2018 Verifiable CPD activity 1
FPI18090016 Marriot Asset Management (Pty)
Ltd
Marriott Road Show Presentation 04 September - 20 September 2018 Verifiable CPD activity 1.5
FPI18090017 Old Mutual Personal Finance Ethics – FICA Fit and Proper 26 July 2018 Verifiable CPD activity 1
FPI18090018 Old Mutual Investment Group (Pty)
Ltd
Webinar: Offshore investment
conundrums
14-Sep-18 Verifiable CPD activity 1
FPI18090019 Liberty Group Limited Operational Efficiencies - Tenure C,D
and E
September 2018 till August 2019 Verifiable CPD activity 1.5
FPI18090020 Masthead (Pty) Ltd Retirement Planning – Taxation on
Lump Sum Benefits Course
On-going 2018 Verifiable CPD activity 1.5
FPI18090021 Investec Asset Management (Pty)
Ltd
Zebra Zone September & October 2018 10 September - 10 October 2018 Verifiable CPD activity 1.5
FPI18090022 Investec Asset Management (Pty)
Ltd
Bloemfontein Advisor Workshop 12-Sep-18 Verifiable CPD activity 0.5
FPI18090023 Investec Asset Management (Pty)
Ltd
Market and funds update by our
portfolio managers
04 September 2018 Verifiable CPD activity 1.5
FPI18090024 FPI Centre for Professional
Development
2018 Holistic Healthcare Planning
Webinar
06-Sep-18 Verifiable CPD activity 1.5
FPI18090025 FPI Centre for Professional
Development
Estate Planning Webinar 13-Sep-18 Verifiable CPD activity 1.5
FPI18090026 Old Mutual Wealth PCS Insights Exchange 11 - 20 September 2018 Verifiable CPD activity 1.5
FPI18090027 Old Mutual Wealth Apex Summit 05 - 06 September 2018 Verifiable CPD activity 7
FPI18090028 Sanlam Life Insurance Limited Risk Summit 06 August 2018 Non-verifiable CPD activity 2
FPI18090029 Coronation Management Company Conversations with Coronation
September 2018
13 September - 28 September 2018 Verifiable CPD activity 1.5
FPI18090030 Citadel Investement Services (Pty)
Ltd
CAM Roadshow 05 November - 09 November 2018 Verifiable CPD activity 6
FPI18090031 Fundhouse Advisor (Pty) Ltd Fundhouse Investment Insights 2018 18 September - 20 September 2018 Verifiable CPD activity 4
FPI18090032 Sanlam Life Insurance Limited Conversations with clients – Trusts
traps that trustees should avoid
17 September and 18 September
2018
Verifiable CPD activity 2
FPI18090033 Sanlam Life Insurance Limited The Importance of having a Will On-going 2018 till 30 January 2019 Verifiable CPD activity 1.5
FPI18090034 Bridge Fund Managers (Pty) Ltd Bridge Fund Managers Roadshow
Making progress in the midst of
investment turmoil
11 September - 20 September 2018 Verifiable CPD activity 1.5
FPI18090035 PSG Wealth Financial Planning
(Pty) Ltd
August 2018 Wealth Solutions 22 August 2018 Verifiable CPD activity 2.5
FPI18090036 PSG Wealth Financial Planning
(Pty) Ltd
PSG Wealth Product and Platforms
Feedback Session
20 June 2018 Non-verifiable CPD activity 2.5
FPI18090037 Glacier Financial Holdings (Pty)
Ltd
Glacier Summit 2018 29 August 2018 Verifiable CPD activity 4.5
FPI18090038 Sanlam Life Insurance Limited Sanlam Risk Summit 30 August 2018 & 13 September 2018 Verifiable CPD activity 2
FPI18090039 Glacier Financial Holdings (Pty)
Ltd
Cape Town Due Diligence 04 September & 05 September 2018 Verifiable CPD activity 9.5
FPI18090040 Sanlam Life Insurance Limited All Access Summit 11 September - 17 October 2018 Verifiable CPD activity 3.5
FPI18090041 Old Mutual Personal Finance Understanding Capital Gains Tax (CGT),
Limited Interests and Donations Tax in
the context of Estate Planning
On-going 2018 till 05 September 2019 Verifiable CPD activity 2
FPI18090042 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
Webinar part 1: Bringing responsible
investing to the fore
19 September 2018 Verifiable CPD activity 1.5
FPI18090043 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
Webinar 2: Thriving in choppy markets 03 October 2018 Verifiable CPD activity 1.5
FPI18090044 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
Webinar 3: Why a particular stock is in
Allan Gray's portfolio
17 October 2018 Verifiable CPD activity 1.5
FPI18090045 Old Mutual Personal Finance Estate Planning process and practical
application of the liquidity position.
Ongoing 2018 till 05 September 2019 Verifiable CPD activity 2.5
FPI18090046 Old Mutual Personal Finance Understanding Trusts in the context of
Estate Planning
Ongoing 2018 till 05 September 2019 Verifiable CPD activity 2
FPI18090047 Old Mutual Personal Finance Understanding Marital Regimes, Wills
and Intestate Succession in the context
of Estate Planning
Ongoing 2018 till 05 September 2019 Verifiable CPD activity 2
FPI18090048 Discovery Central Services (Pty)
Ltd
The road to Universal Health Coverage
for all South Africans
On-going 2018 till 18 January 2019 Verifiable CPD activity 2
FPI18090049 Nedgroup Investments (Pty) Ltd Fund Manager Workshop 10 September - 18 September 2018 Verifiable CPD activity 3
FPI18090050 Nedgroup Investments (Pty) Ltd Nedgroup Investments Roadshow 10 September & 19 September 2019 Verifiable CPD activity 3
FPI18090051 Investec Asset Management (Pty)
Ltd
Investec Global Insights 04 & 05 October 2018 Verifiable CPD activity 8
FPI18090052 Glacier Financial Holdings (Pty)
Ltd
Glacier Investment Summit 05 & 06 September 2018 Verifiable CPD activity 8
FPI18090053 Sanlam Life Insurance Limited Sanlam Recurring Premium Summit 30 – 31 August 2018 13 – 14
September 2018
Verifiable CPD activity 1.5
FPI18090054 Sanlam Life Insurance Limited Business assurance fundamentals On-going 2018 till 30 January 2019 Verifiable CPD activity 3
FPI18090055 Sanlam Life Insurance Limited Sanlam Corporate Annual FICA Training On-going 2018 till 30 January 2019 Verifiable CPD activity 0.5
FPI18090056 Sanlam Life Insurance Limited Graviton Wealth Management –
Employee Benefits Landscape Q3
02 August 2018 Verifiable CPD activity 1
FPI18090057 Succession Financial Planning
Advisory Services (Pty) Ltd
SFP Wealth Investment Summit 29 August 2018 Verifiable CPD activity 2.5
FPI18090058 Optimum Upgrade Business
Systems
Corporate Governance King IV™ -
Changes, Challenges and practical
application
11 – 12 October 2018 08 – 09
November 2018
Verifiable CPD activity 13
FPI18090059 FPI Centre for Professional
Development
Testamentary trust: Relevant Tax &
Fiduciary Aspects
20 September 2018 Verifiable CPD activity 1.5
FPI18090060 FPI Centre for Professional
Development
Health Services Benefits Online Course On-going 2018 till 30 January 2019 Verifiable CPD activity 5.5
FPI18090061 The Institute of Health Risk
Managers (Pty) Ltd
Medical scheme complaint resolution On-going 2018 till 23 April 2019 Verifiable CPD activity 1.5
FPI18090062 Institute of Retirement Funds
Africa
IRFA Annual Conference 29 July 2018 – 31 July 2018 Verifiable CPD activity 6.5
FPI18090063 Discovery Central Services (Pty)
Ltd
The importance of covering your
children’s education
On-going 2018 till 18 January 2019 Verifiable CPD activity 1.5
FPI18090064 FPI Centre for Professional
Development
The Law as it affects Estate Planning
and Trusts
On-going 2018 till 18 January 2019 Verifiable CPD activity 6
FPI18090065 FPI Centre for Professional
Development
Online Course: Post-Retirement
planning
On-going 2018 till 18 January 2019 Verifiable CPD activity 2
FPI18090066 Discovery Central Services (Pty)
Ltd
Financial Crime On-going 2018 till 18 January 2019 Verifiable CPD activity 0.5
FPI18090067 FPI Centre for Professional
Development
Online Course: Retirement - Tax on
withdrawal
Ongoing 2018 till 30 January 2019 Verifiable CPD activity 1.5
FPI18090068 Liberty Group Limited Managing Information - FA September 2018 till August 2019 Verifiable CPD activity 3
FPI18090069 Citadel Investement Services (Pty)
Ltd
Ops Advice Session 19 Nov, 16 Nov, 30 Nov 2018 Verifiable CPD activity 3.5
FPI18090070 Discovery Central Services (Pty)
Ltd
The changing nature of short-term
insurance through technology
On-going 2018 till 18 January 2019 Verifiable CPD activity 1.5
FPI18090071 Old Mutual Corporate KIC Start Sessions: National Health
Insurance 101
03-Sep-18 Verifiable CPD activity 2
FPI18090072 Masthead (Pty) Ltd RDR: FSCA Discussion Document on
Investment-Related Matters Telecon
14-Aug-18 Verifiable CPD activity 0.5
FPI18090073 Liberty Group Limited LHL Financial Crime Compliance
General Awareness - 2018
September 2018 till August 2019 Verifiable CPD activity 1.5
FPI18090074 Sanlam Life Insurance Limited Graviton Investment Close up 20-Sep-18 Verifiable CPD activity 2
FPI18090075 Old Mutual Investment Group (Pty)
Ltd
Global Opportunities arise amidst
Corporate Disruption
28-Sep-18 Verifiable CPD activity 1
FPI18090076 Sanlam Life Insurance Limited Graviton Wealth Management| Industry
and Markets Q2
03-May-18 Verifiable CPD activity 2
FPI18090077 Glacier Financial Holdings (Pty)
Ltd
Grow your Practice into the future 31-Aug-18 Verifiable CPD activity 1.5
FPI18090078 Investment Consulting & Trustee
Services (Pty) Ltd
Ethics & Practise Standards Training 26-Sep-18 Verifiable CPD activity 2
FPI18090079 Alexander Forbes Financial
Services (Pty) Ltd
The Forum Q3 14, 18 & 19 September 2018 Verifiable CPD activity 1.5
FPI18090080 Northstar Asset Management (Pty)
Ltd
Northstar Advisor Roadshows 23, 30 Oct, 05 Nov 2018 Verifiable CPD activity 1
FPI18090081 Investec Asset Management (Pty)
Ltd
IMS Advisor Forum 2018 15-Oct-18 Verifiable CPD activity 9.5
FPI18090082 The Institute of Health Risk
Managers (Pty) Ltd
Medical scheme underwriting On-going 2018 till 23 April 2019 Verifiable CPD activity 1.5
FPI18090083 The Institute of Health Risk
Managers (Pty) Ltd
Understanding prescribed minimum
benefits
On-going 2018 till 23 April 2019 Verifiable CPD activity 1.5
FPI18090084 Old Mutual Corporate National Health Insurance 101 03-Sep-18 Verifiable CPD activity 2
FPI18090085 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
Allan Gray Offshore Fund Provider
Workshop October 2018
09, 10, 11 October 2018 Verifiable CPD activity 3.5
FPI18090086 The Institute of Health Risk
Managers (Pty) Ltd
The Healthcare Market and
Demarcation Regulations
On-going 2018 till 23 April 2019 Verifiable CPD activity 1.5
FPI18090087 Alexander Forbes Financial
Services (Pty) Ltd
Hot Topics – Q2 2018 31 Jul, 01, 02, 03 Aug 2018 Verifiable CPD activity 0.5
FPI18100001 Milpark Education Administration of Deceased Estates
(ADMDE1-OS)
On-going 2018 till 19 September 2019 Verifiable CPD activity 7.5
FPI18100002 Milpark Education Consequences of non-disclosure
(CONND1-OS)
On-going 2018 till 19 September 2019 Verifiable CPD activity 1.5
FPI18100003 Milpark Education Cultural diversity in Financial Planning
(CDFPL1-OS)
On-going 2018 till 19 September 2019 Verifiable CPD activity 2
FPI18100004 Milpark Education Online Short Course: Construct a
portfolio (CCPOR1-OS)
On-going 2018 till 19 September 2019 Verifiable CPD activity 2
FPI18100005 Milpark Education Online Short Course Disability Cover
(DISCO1-OS)
On-going 2018 till 19 September 2019 Verifiable CPD activity 2
FPI18100006 Milpark Education Online Short Course: Divorce and
Retirement Fund Benefits (DRFBE1-0S
On-going 2018 till 19 September 2019 Verifiable CPD activity 2
FPI18100007 Milpark Education Ethical Investments (EINVE1-OS) On-going 2018 till 19 September 2019 Verifiable CPD activity 0.5
FPI18100008 Milpark Education Online Short Course: Ethics for
Financial Planners (ECAFP1-OS)
On-going 2018 till 19 September 2019 Verifiable CPD activity 0.5
FPI18100009 Milpark Education Online Short Course: FICA: Annual
update (FICAU1-OS)
On-going 2018 till 19 September 2019 Verifiable CPD activity 1
FPI18100010 Milpark Education Online Short Course: Health Services
Benefits (HESBN1-OS)
On-going 2018 till 19 September 2019 Verifiable CPD activity 5.5
FPI18100011 Milpark Education Online Short Course: The Law as it
affects Estate Planning and Trusts
(EPTLA1-OS)
On-going 2018 till 19 September 2019 Verifiable CPD activity 6
FPI18100012 Milpark Education Marital Regimes (MARRE1-OS) Online
Course
On-going 2018 till 19 September 2019 Verifiable CPD activity 2
FPI18100013 Milpark Education Online Short Course: Offshore
investments and Governance (INVG1-
OS)
On-going 2018 till 19 September 2019 Verifiable CPD activity 2
FPI18100014 Milpark Education Overview of Changes in the Financial
Planning Environment (OCEFPE1-OS)
On-going 2018 till 19 September 2019 Verifiable CPD activity 2.5
FPI18100015 Milpark Education Online Short Course: Post-retirement
Planning (PORPL1-OS)
On-going 2018 till 19 September 2019 Verifiable CPD activity 2
FPI18100016 FPI Centre for Professional
Development
Online Short Course: FICA: Annual
update (FICAU1-OS)
On-going 2018 till 30 January 2019 Verifiable CPD activity 1
FPI18100017 FPI Centre for Professional
Development
2018 Annual Refresher Workshop 12,13,14,15,16,19 & 20 Nov 2018 Verifiable CPD activity 2.5
FPI18100018 Milpark Education Online Short Course: Pre-retirement
Planning (PRPLA1-OS)
On-going 2018 till 19 September 2019 Verifiable CPD activity 2
FPI18100019 Boutique Collective Investments Boutique Collective Investment Seminar 10-Oct-18 Verifiable CPD activity 3.5
FPI18100020 Boutique Collective Investments Boutique Collective Investment Seminar
Johannesburg
11-Oct-18 Verifiable CPD activity 3.5
FPI18100021 Sanlam Life Insurance Limited Santam Development Day 03-Oct-18 Verifiable CPD activity 1
FPI18100022 Sanlam Life Insurance Limited Sanlam Benchmark 2018 On-going 2018 till 30 January 2019 Verifiable CPD activity 3.5
FPI18100023 Milpark Education Regulatory Requirements for
Replacements (RRREP1-OS)
On-going 2018 till 19 September 2019 Verifiable CPD activity 0.5
FPI18100024 Milpark Education Report Writing for Financial Planners
(RWPFL1-OS)
On-going 2018 till 19 September 2019 Verifiable CPD activity 2
FPI18100025 Milpark Education Retirement Planning: Tax on Death
(RPTAD1-OS)
On-going 2018 till 19 September 2019 Verifiable CPD activity 2
FPI18100026 Milpark Education Retirement Planning: Tax on Lump-sum
Benefits at Retirement (RPTAR1-OS)
On-going 2018 till 19 September 2019 Verifiable CPD activity 2
FPI18100027 Milpark Education Retirement Planning: Tax on
Withdrawal (RPTOW1-OS)
On-going 2018 till 19 September 2019 Verifiable CPD activity 2
FPI18100028 Milpark Education Online Short Course Risk Planning:
Understanding the Risk Planning
Process (RPLMA1-OS)
On-going 2018 till 19 September 2019 Verifiable CPD activity 2
FPI18100029 Milpark Education Risk Planning Products (RPPR1-OS) On-going 2018 till 19 September 2019 Verifiable CPD activity 6
FPI18100030 Milpark Education Online Short Course: Section 14
Transfers: Process and Pitfalls (S14PP1-
OS)
On-going 2018 till 19 September 2019 Verifiable CPD activity 0.5
FPI18100031 Milpark Education Online Short Course: Section 37C:
Disposal of Death Benefits (37CDB1-OS)
On-going 2018 till 19 September 2019 Verifiable CPD activity 2
FPI18100032 Milpark Education Online Short Course: Shari’ah
Compliant Estate Planning (SHSEP1-OS)
On-going 2018 till 19 September 2019 Verifiable CPD activity 2
FPI18100033 Milpark Education Online Short Course: Short-term
Insurance (STINS1-OS)
On-going 2018 till 19 September 2019 Verifiable CPD activity 5.5
FPI18100034 Milpark Education Social Media Use for Financial Planners
(SMUFP1-OS)
On-going 2018 till 19 September 2019 Verifiable CPD activity 2
FPI18100035 Milpark Education Social Media Use for Key Individuals
(SMUKI1-OS)
On-going 2018 till 19 September 2019 Verifiable CPD activity 3
FPI18100036 Milpark Education Online Short Course: Tax and
Investments (ITAXI1-OS)
On-going 2018 till 19 September 2019 Verifiable CPD activity 2
FPI18100037 Milpark Education Online Short Course Tax Benefits of
Retirement Planning (TBRPL1-OS)
On-going 2018 till 19 September 2019 Verifiable CPD activity 2
FPI18100038 Milpark Education Tax Deduction of Retirement Fund
Contribution (TDRFC1-OS)
On-going 2018 till 19 September 2019 Verifiable CPD activity 2
FPI18100039 Milpark Education Taxation Applicable to Estate Planning
and Trusts (TAEPT1-OS)
On-going 2018 till 19 September 2019 Verifiable CPD activity 5.5
FPI18100040 Milpark Education Tax-free Savings Accounts in Financial
Planning TSAFP1-OS
On-going 2018 till 19 September 2019 Verifiable CPD activity 2
FPI18100041 Milpark Education Online Short Course: Trusts and Estate
Planning (TEPLA1-OS)
On-going 2018 till 19 September 2019 Verifiable CPD activity 2.5
FPI18100042 Milpark Education Online Short Course: Tax and
Retirement Funds (TACRF1-OS)
On-going 2018 till 19 September 2019 Verifiable CPD activity 4.5
FPI18100043 Milpark Education Online Short Course: Social Media Use
(SMEDU1-OS)
On-going 2018 till 19 September 2019 Verifiable CPD activity 4.5
FPI18100044 Citadel Investement Services (Pty)
Ltd
FICA, FAIS, POPI and Risk Rating 07-Dec-18 Verifiable CPD activity 1
FPI18100045 FPI Centre for Professional
Development
Webinar: Trust Education 2 - Trust your
trust
04-Oct-18 Verifiable CPD activity 1.5
FPI18100046 Stanlib Wealth Management (Pty)
Ltd
The elephant in the room – How the
land debate affected investment
philosophies
18-Oct-18 Verifiable CPD activity 2
FPI18100047 Associated Compliance FAIS Competence BN 194 of 2017
Workshop
Ongoing 2018 till 19 September 2019 Verifiable CPD activity 2
FPI18100048 Old Mutual Personal Finance Staying Fit and Proper post 1 April 2018 1 October 2018 – 1 October 2019 Verifiable CPD activity 1
FPI18100049 Prudential Portfolio Managers Unit
Trusts Limited
Competition Amendment Bill Training
Workshop
05-Oct-18 Verifiable CPD activity 1
FPI18100050 Discovery Central Services (Pty)
Ltd
Invest Workshops 1 September 2018 till December 2018 Verifiable CPD activity 1
FPI18100051 Associated Compliance Agri Market Survey Results 01 November 2018 to January 2019 Verifiable CPD activity 2.5
FPI18100052 Boutique Collective Investments Boutique Collective Investments
Conference
10-Oct-18 Verifiable CPD activity 2.5
FPI18100053 Stanlib Wealth Management (Pty)
Ltd
STANLIB Fixed Income Presentation 17,18,19,20,21,26,28 Sept.
01,02,03,04,10 Oct 2018
Verifiable CPD activity 2
FPI18100054 Momentum, a division of MMI
Holdings
Momentum Consult Investment and
Product Approval Committee
23-Aug-18 Verifiable CPD activity 3.5
FPI18100055 Stanlib Wealth Management (Pty)
Ltd
Investment Minds 11,12,22,23 Oct, 05, 06 Nov 2018 Verifiable CPD activity 2
FPI18100056 Masthead (Pty) Ltd Retirement Planning Retirement Fund
Contributions Taxation Course October
2018 till October 2019_
October 2018 till October 2019 Verifiable CPD activity 1
FPI18100057 Simeka Consultants and Actuaries
(Pty) Ltd
FAIS Conflict of Interest Training 25-Sep-18 Verifiable CPD activity 0.5
FPI18100058 Portfolio Analytics Analytics
Consulting (Pty) Limited
APS Due Diligence 16 & 17 October 2018 Verifiable CPD activity 9.5
FPI18100059 Glacier Financial Holdings (Pty)
Ltd
Wealth Intel Summit 26 & 27 September 2018 Verifiable CPD activity 4
FPI18100060 Glacier Financial Holdings (Pty)
Ltd
Glacier Investment Workshop 11 & 12 September 2018 Verifiable CPD activity 2
FPI18100061 Elite Wealth Management(Pty) Ltd Select Manager Investment Update 20-Sep-18 Verifiable CPD activity 3.5
FPI18100062 Iress Wealth Management (Pty) Ltd Advanced Retirement FNA 01 September 2018 till 01 September
2019
Verifiable CPD activity 3.5
FPI18100063 Iress Wealth Management (Pty) Ltd Advanced Risk FNA 01 September 2018 till 01 September
2019
Verifiable CPD activity 3.5
FPI18100064 Iress Wealth Management (Pty) Ltd Client Relationship Management (CRM) 01 September 2018 till 01 September
2019
Verifiable CPD activity 4
FPI18100065 Iress Wealth Management (Pty) Ltd Fund Focus 01 September 2018 till 01 September
2019
Verifiable CPD activity 1.5
FPI18100066 Iress Wealth Management (Pty) Ltd IRESS Portfolio Systems (IPS) 01 September 2018 till 01 September
2019
Verifiable CPD activity 2.5
FPI18100067 Iress Wealth Management (Pty) Ltd Practice Management 01 September 2018 till 01 September
2019
Verifiable CPD activity 4
FPI18100068 Iress Wealth Management (Pty) Ltd Retirement FNA Workshop Refresher 01 September 2018 till 01 September
2019
Verifiable CPD activity 3.5
FPI18100069 Iress Wealth Management (Pty) Ltd Risk FNA Workshop Refresher 01 September 2018 till 01 September
2019
Verifiable CPD activity 3.5
FPI18100070 PPS Financial Planning, a division
of PPS Insurance Company Limited
Investment Workshops On-going 2018 till October 2019 Verifiable CPD activity 20
FPI18100071 Sanlam Life Insurance Limited SFP Conference March 2018 28 & 29 March 2018 Non-verifiable CPD activity 2
FPI18100072 Old Mutual Personal Finance Ethics Part 1 09 October 2018 till 09 October 2019 Verifiable CPD activity 3
FPI18100073 Old Mutual Personal Finance Draft Taxation Law Amendment Bill
2018
19 Sept 2018 till 19 September 2019 Verifiable CPD activity 1
FPI18100074 ICTS Legal Services (Pty) Ltd ICTS Legal Services Monthly Forum:
The Adjudicator and principles of
equity Recent
18th Sept 2018 12th October 2018 Verifiable CPD activity 2
FPI18100075 Old Mutual Investment Group (Pty)
Ltd
Webinar: Index Investing 19 October 2018 till 25 October 2018 Verifiable CPD activity 1
FPI18100076 FPI Centre for Professional
Development
Online Short Course: Offshore
investments and Governance (INVG1-
OS)
16 August 2018 till 16 August 2019 Verifiable CPD activity 2
FPI18100077 FPI Centre for Professional
Development
Online Short Course: Tax and
Investments (ITAXI1-OS)
17 August 2018 till 17 August 2019 Verifiable CPD activity 2
FPI18100078 FPI Centre for Professional
Development
Risk Planning Products (RPPR1-OS) 21 August 2018 till 21 August 2019 Verifiable CPD activity 6
FPI18100079 FPI Centre for Professional
Development
Report Writing for Financial Planners
(RWPFL1-OS)
16 July 2018 till 16 July 2019 Verifiable CPD activity 2
FPI18100080 FPI Centre for Professional
Development
2018 Webinar: NHI and the implications
for medical schemes
10 September 2018 till 10 September
2019
Verifiable CPD activity 1.5
FPI18100081 FPI Centre for Professional
Development
Webinar: Business Assurance Company
owned policies
10 September 2018 till 10 September
2019
Verifiable CPD activity 1.5
FPI18100082 BrightRock Life Limited Funding Patterns Presentation 17,18,23,24,25,26,31 Oct,
01,06,13,14,21,29 Nov, 04,05,06 Dec
2018
Verifiable CPD activity 1.5
FPI18100083 Elite Wealth Management(Pty) Ltd Naviga Investment Forum 11-Jul-18 Verifiable CPD activity 5
FPI18100084 FPI Centre for Professional
Development
2018 Webinar: Low income market and
the health insurance environment
10 September 2018 till 10 September
2019
Verifiable CPD activity 1.5
FPI18100085 FPI Centre for Professional
Development
2018 Webinar: International Health
Insurance
10 September 2018 till 10 September
2019
Verifiable CPD activity 1.5
FPI18100086 FPI Centre for Professional
Development
2018 Webinar: The future of health
insurance cover and health care brokers
2018 Webinar: The future of health
insurance cover and health care
brokers
Verifiable CPD activity 1.5
FPI18100087 FPI Centre for Professional
Development
2018 Webinar: Practice Standards 18 October 2018 till 18 October 2019 Verifiable CPD activity 1
FPI18100088 FPI Centre for Professional
Development
Webinar: How are benefits costed in
medical schemes
10 September 2018 till 10 September
2019
Verifiable CPD activity 1.5
FPI18100089 FPI Centre for Professional
Development
2018 Webinar: Update of all legislation
pertaining to health care
10 September 2018 till 10 September
2019
Verifiable CPD activity 0.5
FPI18100090 FPI Centre for Professional
Development
2018 Webinar: The merits of expanding
health insurance in South Africa
10 September 2018 till 10 September
2019
Verifiable CPD activity 1.5
FPI18100091 Nedbank Limited Credit and property finance October 2018 till October 2019 Verifiable CPD activity 11
FPI18100092 Glacier Financial Holdings (Pty)
Ltd
East London Asset Manager Day October
2018
02 & 03 October 2018 Verifiable CPD activity 3
FPI18100093 Glacier Financial Holdings (Pty)
Ltd
East Rand Asset Manager Day October
2018
05-Oct-18 Verifiable CPD activity 1
FPI18100094 Glacier Financial Holdings (Pty)
Ltd
Asset Manager Seminar 02 & 03 October 2018 Verifiable CPD activity 3
FPI18100095 Morningstar Investment
Management (Pty) Ltd
Bay Union Investment Committee
Report backs
07-Aug-18 Verifiable CPD activity 1.5
FPI18100096 Glacier Financial Holdings (Pty)
Ltd
Midlands Mini Roadshow 25,26 & 27 September 2018 Verifiable CPD activity 2.5
FPI18100097 Morningstar Investment
Management (Pty) Ltd
Global Managed Portfolio Report backs 21, 22 & 23 August 2018 Verifiable CPD activity 2
FPI18100098 Morningstar Investment
Management (Pty) Ltd
Alchemy Financial Solutions 15-Aug-18 Verifiable CPD activity 1.5
FPI18100099 Morningstar Investment
Management (Pty) Ltd
Resolute Wealth Management Report
backs
01-Aug-18 Verifiable CPD activity 1
FPI18100100 Morningstar Investment
Management (Pty) Ltd
Southwood Investment Committee
Report backs
08-Aug-18 Verifiable CPD activity 1.5
FPI18100101 Old Mutual International SA Old Mutual International Symposium 29,30,31 Oct. 01,02 Nov 2018 Verifiable CPD activity 1
FPI18100102 Moonstone Business School of
Excellence (Pty) Ltd
Legislation and Codes of Conduct -
Financial Services Industry
On-going October 2018 till October
2019
Verifiable CPD activity 0.5
FPI18100103 Morningstar Investment
Management (Pty) Ltd
Roxburgh Investment Committee
Report backs
31-Jul-18 Verifiable CPD activity 1
FPI18100104 Succession Financial Planning
Advisory Services (Pty) Ltd
Sanlam Aligned Financial Planning:
Regional Meeting
06-Sep-18 Verifiable CPD activity 3.5
FPI18100105 Sanlam Life Insurance Limited CPD MASTERCLASS by Sanlam 30-Oct-18 Verifiable CPD activity 3
FPI18100106 Investec Asset Management (Pty)
Ltd
Investec Global Insights 02 & 03 October 2018 Verifiable CPD activity 2.5
FPI18100107 eStudy (Pty) Ltd Aspects of the Long-Term Insurance
(LTI) Act, Act 52 of 1998
October 2018 till October 2019 Verifiable CPD activity 8.5
FPI18100108 eStudy (Pty) Ltd Creating Value and Growth October 2018 till October 2019 Verifiable CPD activity 4.5
FPI18100109 eStudy (Pty) Ltd Understanding the FAIS Act (Act 37 of
2002)
October 2018 till October 2019 Verifiable CPD activity 0.5
FPI18100110 eStudy (Pty) Ltd The FICA Act, Act 38 of 2001 October 2018 till October 2019 Verifiable CPD activity 0.5
FPI18100111 eStudy (Pty) Ltd Finance Day to Day Operations October 2018 till October 2019 Verifiable CPD activity 4.5
FPI18100112 eStudy (Pty) Ltd Options and how they are Valued October 2018 till October 2019 Verifiable CPD activity 2
FPI18100113 eStudy (Pty) Ltd The Protection of Personal Information
(PoPI) Act, No 4 of 2013
October 2018 till October 2019 Verifiable CPD activity 0.5
FPI18100114 eStudy (Pty) Ltd Short Term Insurance Act (53 of 1998)
and Related Concepts
October 2018 till October 2019 Verifiable CPD activity 6
FPI18100115 Moonstone Business School of
Excellence (Pty) Ltd
Fundamentals of Financial Mathematics On-going October 2018 till October
2018
Verifiable CPD activity 10
FPI18100116 eStudy (Pty) Ltd Strategy and External Acquisitions October 2018 till October 2019 Verifiable CPD activity 2.5
FPI18100117 Masthead (Pty) Ltd Compliant Use of Social Media in
Financial Services Course
October 2018 till October 2019 Verifiable CPD activity 1
FPI18100118 VAPS Consulting (Pty) Ltd Fundamentals of Long-Term Insurance 15 October 2018 till 15 October 2019 Verifiable CPD activity 4
FPI18100119 VAPS Consulting (Pty) Ltd POPI Act 15 October 2018 till 15 October 2019 Verifiable CPD activity 0.5
FPI18100120 Noble Private Portfolios (Pty) Ltd Noble PP Investment Presentation 18-Oct-18 Verifiable CPD activity 8.5
FPI18100121 PSG Wealth Financial Planning
(Pty) Ltd
PSG Wealth Product and Platform
Feedback Session
12-Sep-18 Verifiable CPD activity 3
FPI18100122 PSG Wealth Financial Planning
(Pty) Ltd
PSG Elite Purposeful Portfolios 17-Sep-18 Verifiable CPD activity 2.5
FPI18100123 Nedbank Limited FAIS Supervision and FAIS E-register (BN
104)
October 2018 till October 2019 Verifiable CPD activity 2
FPI18100124 Investec Asset Management (Pty)
Ltd
Breakfast meeting | Gail Daniel |
Investec Managed Fund
11-Oct-18 Verifiable CPD activity 1.5
FPI18100125 Sanlam Life Insurance Limited The Sanlam Umbrella Fund Symposium
and Annual General Meeting
06, 11 Sept 10 Oct 2018 Verifiable CPD activity 1.5
FPI18100126 Compli-Serve SA (Pty) Ltd Retail Distribution Review “RDR
Update” Johannesburg
30 October 2018 till 30 October 2019 Verifiable CPD activity 2
FPI18100127 Compli-Serve SA (Pty) Ltd Retail Distribution Review “RDR
Update” Cape Town
07 November 2018 to 07 November
2019
Verifiable CPD activity 2
FPI18100128 FPI Centre for Professional
Development
Online Course: Tax Benefits on
Retirement Planning TBRP1-OS
20 August 2018 till 20 August 2019 Verifiable CPD activity 3
FPI18100129 FPI Centre for Professional
Development
Online Course: Umbrella funds options
UFOCO1-OS
17 September 2018 till 17 September
2018
Verifiable CPD activity 2
FPI18100130 FPI Centre for Professional
Development
Online Short Course: Construct a client
portfolio (CCPOR1-OS)
17 September 2018 till 17 September
2018
Verifiable CPD activity 2
FPI18100131 FPI Centre for Professional
Development
Online Short Course: Medical Scheme
Performance (MEDPE1-OS)
17 September 2018 till 17 September
2019
Verifiable CPD activity 2
FPI18100132 FPI Centre for Professional
Development
Online Short Course: King IV and
Retirement Funds (KREFU1-OS)
17 September 2018 till 17 September
2019
Verifiable CPD activity 0.5
FPI18100133 FPI Centre for Professional
Development
Online Short Course: Section 37C:
Disposal of Death Benefits (37CDB1-OS)
17 September 2018 till 17 September
2019
Verifiable CPD activity 2
FPI18100134 FPI Centre for Professional
Development
Online Course Online Course Ombud's
cases and ethical considerations
OCAEC1-OS
17 September 2018 till 17 September
2019
Verifiable CPD activity 0.5
FPI18100135 Milpark Education Online Course Online Course Ombud's
cases and ethical considerations
OCAEC1-OS
October 2018 till October 2019 Verifiable CPD activity 0.5
FPI18100136 FPI Centre for Professional
Development
Online Course Online Course Estate
Planning: Succession Planning for
Businesses ESPBU1-OS
17 September 2018 till 17 September
2019
Verifiable CPD activity 2
FPI18100137 Milpark Education Online Course Online Course Estate
Planning: Succession Planning for
Businesses ESPBU1-OS
October 2018 till October 2019 Verifiable CPD activity 2
FPI18100138 FPI Centre for Professional
Development
Online Course: Trusts and Estate
Planning TEPLA1-OS
16 July 2018 till 16 July 2019 Verifiable CPD activity 2
FPI18100139 FPI Centre for Professional
Development
Online Short Course: Short-term
Insurance STINS1-OS
22 August 2018 till 22 August 2019 Verifiable CPD activity 5
FPI18100140 FPI Centre for Professional
Development
Online Short Course: Tax and
Retirement Funds TACRF1-OS
20 August 2018 till 20 August 2019 Verifiable CPD activity 4.5
FPI18100141 FPI Centre for Professional
Development
Online Short Course Retirement
Planning: Tax on Death RPTAD1-OS
15 August 2018 till 15 August 2019 Verifiable CPD activity 2
FPI18100142 FPI Centre for Professional
Development
Online Short Course: Pre-retirement
Planning PRPLA1-OS
16 August 2018 till 16 August 2019 Verifiable CPD activity 2
FPI18100143 FPI Centre for Professional
Development
Online Course: Risk planning -
Understanding the risk planning process
RPLMA1-OS
22 August 2018 till 22 August 2019 Verifiable CPD activity 2
FPI18100144 FPI Centre for Professional
Development
Online Short Course Disability Cover
DISCO1-OS
22 August 2018 till 22 August 2019 Verifiable CPD activity 2
FPI18100145 FPI Centre for Professional
Development
Retirement Planning: Tax on Lump-sum
Benefits at Retirement
RPTAR1-OS
15 August 2018 till 15 August 2019 Verifiable CPD activity 2
FPI18100146 Amity Investment Solutions (Pty)
Ltd
Amity Investment Solutions Wealth
Management Conference
11 October 2018 Verifiable CPD activity 6
FPI18100147 Investec Asset Management (Pty)
Ltd
Investing in Retirement: growth versus
volatility
23 October 2018 Verifiable CPD activity 1.5
FPI18100148 Milpark Education Online Short Course: Medical Scheme
Performance (MEDPE1-OS)
October 2018 till October 2019 Verifiable CPD activity 2
FPI18100149 Milpark Education Online Short Course: King IV and
Retirement Funds (KREFU1-OS)
October 2018 till October 2019 Verifiable CPD activity 0.5
FPI18100150 Milpark Education Online Course: Umbrella funds options
UFOCO1-OS
17 September 2018 till 17 September
2018
Verifiable CPD activity 2
FPI18100151 Milpark Education Online Short Course: Tax Planning for
businesses (TPLBU1-OS)
October 2018 till October 2019 Verifiable CPD activity 2.5
FPI18100152 Milpark Education Online Short Course: Investment
Planning (INPLA1-OS)
October 2018 till October 2019 Verifiable CPD activity 4
FPI18100153 Old Mutual Wealth Strategic Summit 03 & 04 September 2018 Verifiable CPD activity 6.5
FPI18100154 Momentum, a division of MMI
Holdings
Momentum Health’s Solutions Financial
Update Roadshow
17 July till 01 August 2018 Verifiable CPD activity 1
FPI18100155 Sanlam Life Insurance Limited Santam Work in Session 12 October 2018 Verifiable CPD activity 0.5
FPI18100156 Momentum, a division of MMI
Holdings
Momentum/FPI Ethics and Regulatory
Updates Workshop
31 October 2018 Verifiable CPD activity 4
FPI18100157 Sanlam Life Insurance Limited Q3 2018 Quarterly Investment
Committee Meetings
29 October till 07 December 2018 Verifiable CPD activity 2
FPI18100158 Discovery Central Services (Pty)
Ltd
The importance of chronic illness cover October 2018 till October 2019 Verifiable CPD activity 1.5
FPI18100159 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
Legal and Compliance Update 22 Oct till 26 October 2018 Verifiable CPD activity 1.5
FPI18100160 Old Mutual Corporate KIC-Start Session - Tax impact of
Retirement Funds October 2018
October 2018 Verifiable CPD activity 1
FPI18100161 Momentum, a division of MMI
Holdings
MFP Outcome Matters 08 October till 11 October 2018 Verifiable CPD activity 1.5
FPI18100162 Circulus Online Estate Planning Course October 2018 till October 2019 Verifiable CPD activity 6
FPI18100163 Old Mutual Personal Finance Business Assurance Financial Planning October 2018 till October 2019 Verifiable CPD activity 9
FPI18100164 Glacier Financial Holdings (Pty)
Ltd
Glacier Round Table Discussions
October 2018
16 October 2018 Verifiable CPD activity 2
FPI18100165 Nedgroup Investments (Pty) Ltd Investment Conversations with Rob
Johnson
22 October to 15 November 2018 Verifiable CPD activity 1
FPI18100166 Stanlib Wealth Management (Pty)
Ltd
STANLIB Fixed Interest 19 September to 23 October 2018 Verifiable CPD activity 1
FPI18100167 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
Allan Gray Regional Discussion Forum
Winning the advice revolution
29 October 2018 till 31 October 2018 Verifiable CPD activity 3
FPI18100175 Associated Compliance Transforming Insurance Roadshow 15 November 2018 Verifiable CPD activity 1
FPI18110001 Momentum, a division of MMI
Holdings
Partnership Connect 02, 07, 15 November 2018 Verifiable CPD activity 1
FPI18110002 Alexander Forbes Financial
Services (Pty) Ltd
Hot Topics Q3 - 2018 17, 18, 23 & 24 October 2018 Verifiable CPD activity 3
FPI18110003 Morningstar Investment
Management (Pty) Ltd
Morningstar Investment Conference 16 & 18 October 2018 Verifiable CPD activity 4
FPI18110004 Glacier Financial Holdings (Pty)
Ltd
Glacier Market Matters 25 & 26 October 2018 Verifiable CPD activity 2.5
FPI18110005 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
Independent Advisor Forum 01 & 02 November 2018 Verifiable CPD activity 7
FPI18110006 Succession Financial Planning
Advisory Services (Pty) Ltd
Glacier – Government Employees
Pension Fund Session
17-Oct-18 Verifiable CPD activity 2
FPI18110007 Nedgroup Investments (Pty) Ltd Nedgroup Investments Core Investor
Day
06, 07, 08 & 09 November 2018 Verifiable CPD activity 1
FPI18110008 Portfolio Analytics Analytics
Consulting (Pty) Limited
APS Due Diligence 31-Oct-18 Verifiable CPD activity 4
FPI18110009 Old Mutual Wealth Old Mutual Wealth Roundtables -
Durban
16 & 17 October 2018 Verifiable CPD activity 1
FPI18110010 Old Mutual Wealth Weekly Investment and Stock Selection
Meeting
24 October 2018 till 24 October 2019 Verifiable CPD activity 1.5
FPI18110011 FPI Centre for Professional
Development
Risk Planning & Health Webinar 25-Oct-18 Verifiable CPD activity 2
FPI18110012 Citadel Investement Services (Pty)
Ltd
OPS Meetings – Practice Management 07,08,14,15,22,26 Nov, 03 & 05 Dec
2018
Verifiable CPD activity 1
FPI18110013 Glacier Financial Holdings (Pty)
Ltd
Master the World of Investments 25-Oct-18 Verifiable CPD activity 2
FPI18110014 Simeka Consultants and Actuaries
(Pty) Ltd
Consulting Workshop Meeting 17 & 19 October 2018 Verifiable CPD activity 3
FPI18110015 The Institute of Health Risk
Managers (Pty) Ltd
Evaluating financial soundness of a
medical scheme
November 2018 till November 2019 Verifiable CPD activity 1.5
FPI18110016 Prudential Portfolio Managers Unit
Trusts Limited
ISDA Training 08 November 2018 & 09 November
2019
Verifiable CPD activity 9
FPI18110017 Old Mutual Investment Group (Pty)
Ltd
Webinar: Market Volatility: The why
and the where to next
13 November 2018 Verifiable CPD activity 0.5
FPI18110018 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
Allan Gray Ethics Webinar | Protecting
yourself and your advice business
against ethical lapses
20 February 2019 Verifiable CPD activity 1.5
FPI18110019 Momentum, a division of MMI
Holdings
Quality Assurance Training 25 October 2018 till 25 October 2019 Verifiable CPD activity 2.5
FPI18110020 Noble Private Portfolios (Pty) Ltd Noble Private Portfolios Fund
Management Presentation
20 Sept, 30 Oct., 13 Nov 2018 Verifiable CPD activity 1.5
FPI18110021 Prudential Portfolio Managers Unit
Trusts Limited
Pruview with Michael Moyle 12-Nov-18 Verifiable CPD activity 1.5
FPI18110022 Liberty Group Limited Morning of Learning / Afternoon of
Learning
21-Aug-18 Verifiable CPD activity 1.5
FPI18110023 Nedgroup Investments (Pty) Ltd Nedgroup Investments presents
Morningstar Behavioural Finance
Programme – Module 3
27, 28 & 29 November 2018 Verifiable CPD activity 3
FPI18110024 Investec Asset Management (Pty)
Ltd
Year end drinks and Business Update 08-Nov-18 Verifiable CPD activity 1
FPI18110025 Glacier Financial Holdings (Pty)
Ltd
Economic Overview Q3 05-Nov-18 Verifiable CPD activity 2
FPI18110026 Glacier Financial Holdings (Pty)
Ltd
East Rand Asset Manager Day November
2018
02-Nov-18 Verifiable CPD activity 1
FPI18110027 Sanlam Life Insurance Limited Trust or not to Trust – Why trusts are
relevant in Financial Planning
24-Oct-18 Verifiable CPD activity 2.5
FPI18110028 SA Asset Management Quarterly Economic and Fund Update 13-Nov-18 Verifiable CPD activity 2
FPI18110029 Masthead (Pty) Ltd Operations Efficiency Seminar November 2018 till November 2019 Verifiable CPD activity 7
FPI18110030 Old Mutual Wealth The International framework that
governs the flow of money
November 2018 till November 2019 Verifiable CPD activity 2
FPI18110031 Old Mutual Wealth Fit and Proper online course November 2018 till November 2019 Verifiable CPD activity 2
FPI18110032 Succession Financial Planning
Advisory Services (Pty) Ltd
SFP Regional meeting 07 September
2018
07 Spetember 2018 Verifiable CPD activity 1
FPI18110033 VAPS Consulting (Pty) Ltd Record of Advice course 23 November 2018 – 22 November
2019
Verifiable CPD activity 3
FPI18110034 PSG Wealth Financial Planning
(Pty) Ltd
The PSG Summer Update 2018 06,07,08,12,14 & 15 November 2018 Verifiable CPD activity 1
FPI18110035 Liberty Group Limited Broker Engagement Workshop 31-Oct-18 Verifiable CPD activity 2.5
FPI18110036 Associated Compliance Cyber Insurance and Risks November 2018 till November 2019 Verifiable CPD activity 1.5
FPI18110037 FPI Centre for Professional
Development
Webinar: Health insurance and
demarcation regulation pertaining to
the 2nd draft and Gap cove
10 September 2018 till 10 September
2019
Verifiable CPD activity 1
FPI18110038 Investment Consulting & Trustee
Services (Pty) Ltd
Ethics & Practise Standards Training 07-Nov-18 Verifiable CPD activity 3
FPI18110039 Glacier Financial Holdings (Pty)
Ltd
Investments Today Module 1 November 2018 till November 2019 Verifiable CPD activity 13
FPI18110040 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
Behavioural Coaching Programme |
Group Coaching Sessions Module 2
16 & 17 October 2018 18 & 19
October 2018
Verifiable CPD activity 2
FPI18110041 PPS Academy, a division of PPS
Insurance (Pty) Ltd
Estate Planning and Wills Course November 2018 till November 2019 Verifiable CPD activity 15.5
FPI18110042 ICS Academy (Pty) Ltd ICSA POPI – A Regulatory Framework November 2018 till November 2019 Verifiable CPD activity 1.5
FPI18110043 ICS Academy (Pty) Ltd ICSA Conflicts of Interest An overview
2018
November 2018 till November 2019 Verifiable CPD activity 1
FPI18110044 FPI Centre for Professional
Development
Webinar Funders & it's role in health
care
12 November 2018 till November 2019 Verifiable CPD activity 2
FPI18110045 FPI Centre for Professional
Development
Webinar: Is quality healthcare
attainable for all South Africans
05 November 2018 till 05 November
2019
Verifiable CPD activity 1.5
FPI18110046 FPI Centre for Professional
Development
Webinar: The future of the healthcare
broker
07 November 2018 till 07 November
2019
Verifiable CPD activity 1.5
FPI18110047 Stanlib Wealth Management (Pty)
Ltd
How You Can Attract More Clients with
LinkedIn and Internet Marketing –
Without Paying for Advertising
21-Nov-18 Verifiable CPD activity 5.5
FPI18110048 Integrity Academy (Pty) Ltd Financial Statements in a Business
Environment
November 2018 till November 2019 Verifiable CPD activity 9.5
FPI18110049 Integrity Academy (Pty) Ltd Financial Needs Analysis November 2018 till November 2019 Verifiable CPD activity 8.5
FPI18110050 Integrity Academy (Pty) Ltd Forex Investments November 2018 till November 2019 Verifiable CPD activity 9.5
FPI18110051 Integrity Academy (Pty) Ltd Protection of Personal Information Act
(POPIA) and GDPR
November 2018 till November 2019 Verifiable CPD activity 5
FPI18110052 Integrity Academy (Pty) Ltd Structured Deposits November 2018 till November 2019 Verifiable CPD activity 9.5
FPI18110053 PSG Wealth Financial Planning
(Pty) Ltd
PSG Wealth Strategy session 11-Sep-18 Non-verifiable CPD activity 1.5
FPI18110054 PSG Wealth Financial Planning
(Pty) Ltd
PSG Insure Strategy session 11-Sep-18 Non-verifiable CPD activity 1.5
FPI18110055 Stanlib Wealth Management (Pty)
Ltd
STANLIB Multi-Manager Shari’ah
Balanced Fund
17, 18 & 23 October 2018 Verifiable CPD activity 1.5
FPI18110056 Investec Asset Management (Pty)
Ltd
Year-end business update – China is no
longer a copy cat
20,21,22 & 28 Npvember 2018 Verifiable CPD activity 1
FPI18110057 Discovery Central Services (Pty)
Ltd
Ensuring your clients have sufficient
cover for cancer
November 2018 till November 2019 Verifiable CPD activity 1.5
FPI18110058 The Institute of Health Risk
Managers (Pty) Ltd
Highlights of the Council for Medical
Schemes Annual Report 2017/2018
November 2018 till November 2019 Verifiable CPD activity 2.5
FPI18110059 Glacier Financial Holdings (Pty)
Ltd
Retirement Planning for GEPF members Nov-18 Verifiable CPD activity 2
FPI18110060 Masthead (Pty) Ltd A Practical Guide to developing your
own FICA Risk Management &
Compliance Programme Seminar
November 2018 till November 2019 Verifiable CPD activity 6.5
FPI18110061 Boutique Collective Investments Glacier BCI Boutique Manager Series:
BCI Income Plus and Select BCI Cautious
29-Nov-18 Verifiable CPD activity 1
FPI18110062 Nedbank Limited Ethics and Context November 2018 till November 2019 Verifiable CPD activity 5
FPI18110063 FPI Centre for Professional
Development
Online Course: Shari'ah Compliant
Estate Planning
24 August 2018 till 24 August 2019 Verifiable CPD activity 3
FPI18110064 FPI Centre for Professional
Development
2018 Webinar: Introduction to
Engineering Insurance
15 November 2018 till 15 November
2019
Verifiable CPD activity 1.5
FPI18110065 FPI Centre for Professional
Development
Webinar Understanding broad form
liability
15 November 2018 till 15 November
2019
Verifiable CPD activity 1.5
FPI18110066 FPI Centre for Professional
Development
2018 Webinar: Short term Insurance 15 November 2018 till 15 November
2019
Verifiable CPD activity 1.5
FPI18110067 FPI Centre for Professional
Development
2018 Webinar: TCF and twin peaks 15 November 2018 till 15 November
2019
Verifiable CPD activity 1.5
FPI18110068 FPI Centre for Professional
Development
Online Course: Tax planning for
businesses
17 September 2018 - 17 September
2019
Verifiable CPD activity 2.5
FPI18110069 FPI Centre for Professional
Development
Online Course: Ethics for financial
planners
17 September 2018 - 17 September
2019
Verifiable CPD activity 2.5
FPI18110070 FPI Centre for Professional
Development
2018 Webinar: Ethics and health care in
South Africa
14 November 2018 till 14 November
2019
Verifiable CPD activity 1.5
FPI18110071 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
Ethics Session 15,21,22,23 & 27 November 2018 Verifiable CPD activity 3
FPI18110072 Last Word Media (UK) Ltd International Adviser – Future Advisory
Forum
21-Nov-18 Verifiable CPD activity 2.5
FPI18110073 Morningstar Investment
Management (Pty) Ltd
Managed Portfolio Report backs 13, 14 & 15 November 2018 Verifiable CPD activity 2
FPI18110074 Ashburton Fund Managers
Proprietary Limited
Ashburton Investment Fixed Income
Workshop
03, 19 October, 09 November 2018 Verifiable CPD activity 1
FPI18110075 Sanlam Life Insurance Limited Elite Workshop 14 & 15 June 2018 Verifiable CPD activity 3
FPI18110076 Sanlam Life Insurance Limited BlueStar Conference 2018 19 & 20 October 2018 Verifiable CPD activity 6
FPI18110077 Octomate (Pty) Ltd Life Insurance: Assistance Policies November 2018 till November 2019 Verifiable CPD activity 4
FPI18110078 Octomate (Pty) Ltd FICA November 2018 till November 2019 Verifiable CPD activity 5
FPI18110079 Wits Plus Centre for Part-time
Studies University of the
Witwatersrand
Investment and Finance Bonds 22 November 2018 till November 2019 Verifiable CPD activity 5
FPI18110080 Liberty Group Limited Morning of Learning October 2018 24-Oct-18 Verifiable CPD activity 1
FPI18110081 Kagiso Collective Investments Sharia Global Fund Presentation 10, 11 & 13 December 2018 Verifiable CPD activity 1
FPI18110082
FIA (Financial Intermediaries Association of Southern Africa (NPC)
FIA Employee Benefits Workshop 04-Sep-18 Verifiable CPD activity 3
FPI18110083 Nedgroup Investments (Pty) Ltd Veritas Asset Management Lunch
presentation by Anthony Burgess
08,09,10 & 11 October 2018 Verifiable CPD activity 1
FPI18110084 Old Mutual Corporate FPI Ethics & Regulatory Update Session 19-Nov-18 Verifiable CPD activity 3.5
FPI18110085 Old Mutual Corporate KIC Start Session – Default Annuity
Strategy Formulation
Oct-18 Verifiable CPD activity 1.5
FPI18110087 Fairtree Asset Management (Pty)
Ltd
Leadership – team dynamics and
different cultures
31-Oct-18 Verifiable CPD activity 2
FPI18110088 Liberty Group Limited Legal Focus: Legislation update and
impact of Financial Planning
15-Nov-18 Verifiable CPD activity 2
FPI18110089 FPI Centre for Professional
Development
2018 Webinar: Marine Insurance 26 November 2018 till 26 November
2019
Verifiable CPD activity 1.5
FPI18110090 FPI Centre for Professional
Development
2018 Webinar Travel Insurance 26 November 2018 till 26 November
2019
Verifiable CPD activity 1.5
FPI18110091 FPI Centre for Professional
Development
2018 Webinar: Economic Update 4 22 November 2018 till 22 November
2019
Verifiable CPD activity 2
FPI18110092 Momentum, a division of MMI
Holdings
New FAIS Fit and Proper Breakdown
Training
October 2018 till October 2019 Verifiable CPD activity 1
FPI18110093 Comply Law CC FICA Presentation December 2018 till December 2019 Verifiable CPD activity 4
FPI18110094 Prudential Portfolio Managers Unit
Trusts Limited
Pruview with Anthea Angermund 30 November 2018 Verifiable CPD activity 1
FPI18110095 Old Mutual Investment Group (Pty)
Ltd
Webinar - South Africa: where to for
growth and the Rand?
07 December 2018 Verifiable CPD activity 1
FPI18110096 ICTS Legal Services (Pty) Ltd ICTS Legal Services Monthly Forum: -
(POPIA) basics and POPIA for
Retirement Funds
15 November 2018 Verifiable CPD activity 2
FPI18110097 PSG Wealth Financial Planning
(Pty) Ltd
PSG Insure Work Sessions October 2018 15 October to 25 October 2018 Verifiable CPD activity 1.5
FPI18120001 PSG Wealth Financial Planning
(Pty) Ltd
PSG Wealth Work Sessions 15 October 2018 till 25 October 2018 Verifiable CPD activity 1.5
FPI18120002 PSG Wealth Financial Planning
(Pty) Ltd
PSG Wealth and Platforms Feedback
Session
24 October 2018 Verifiable CPD activity 1
FPI18120003 Ripple Effect 4 (Pty) Ltd Collective Investment Schemes December 2018 till December 2019 Verifiable CPD activity 6
FPI18120004 Ripple Effect 4 (Pty) Ltd Securities and Investments December 2018 till December 2019 Verifiable CPD activity 6.5
FPI18120005 FPI Centre for Professional
Development
Online Course Section 14 Transfers:
Process and Pitfalls
17 September 2018 till 17 September
2019
Verifiable CPD activity 2
FPI18120006 FPI Centre for Professional
Development
Online Course: Divorce and retirement
fund benefits
15 October 2018 till 15 October 2019 Verifiable CPD activity 2
FPI18120007 Compliance and Learning Center
(Pty) Ltd
Amended Financial Intelligence Centre
Act Online CPD Course
December 2018 till December 2019 Verifiable CPD activity 2
FPI18120008 Moonstone Business School of
Excellence (Pty) Ltd
2019 Compliance Report Workshop December 2018 till December 2019 Verifiable CPD activity 1
FPI18120009 Fairtree Asset Management (Pty)
Ltd
Investment Seminar 20 November 2018 and 21 November
2019
Verifiable CPD activity 1.5
FPI18120010 Glacier Financial Holdings (Pty)
Ltd
The BD Top Performers Summit in KZN 08 November 2018 & 09 November
2018
Verifiable CPD activity 2
FPI18120011 Glacier Financial Holdings (Pty)
Ltd
BD Top Performers Summit: Cape Town 24 October 2018 & 25 October 2018 Verifiable CPD activity 1
FPI18120012 Integrity Academy (Pty) Ltd Money Laundering Legislation and the
implications for Accountable
Institutions (FICA)
December 2018 till December 2019 Verifiable CPD activity 4.5
FPI18120013 ICTS Legal Services (Pty) Ltd ICTS Legal Services Monthly Forum: -
Recent Developments: Taxation Laws
09 October 2018 Verifiable CPD activity 2
FPI18120014 ICTS Legal Services (Pty) Ltd ICTS Legal Services Monthly Forum: -
Financial Sector Regulation Act / Twin
Peaks/FSCA/PA
19 November 2018 Verifiable CPD activity 5
FPI18120015 Octomate (Pty) Ltd Life Investment Policies December 2018 till December 2019 Verifiable CPD activity 3.5
FPI18120016 Octomate (Pty) Ltd Life Risk Policies December 2018 till December 2019 Verifiable CPD activity 3.5
FPI18120017 Associated Compliance South Africa Crime tracker May 2018 May 2018 till April 2019 Verifiable CPD activity 1
FPI18120018 Associated Compliance Risk Appetite gains momentum in a
changing world
August 2018 till August 2019 Verifiable CPD activity 1.5
FPI18120019 Associated Compliance 2018 Management Liability Survey August 2018 till August 2019 Verifiable CPD activity 0.5
FPI18120020 Associated Compliance A Beginners guide to Blockchain August 2018 till August 2019 Verifiable CPD activity 0.5
FPI18120021 Nedgroup Investments (Pty) Ltd NFP Year-end Roadshow 28 November 2018 till 06 December
2018
Verifiable CPD activity 0.5
FPI18120022 Associated Compliance 4 Steps to achieve exponential growth August 2018 till August 2019 Verifiable CPD activity 0.5
FPI18120023 Associated Compliance 5 Technological advances that are
reshaping life insurance as we know it
August 2018 till August 2019 Verifiable CPD activity 0.5
FPI18120024 Momentum, a division of MMI
Holdings
Estate planning and the need for
liquidity
22 May till 2 July 2018 Non-verifiable CPD activity 3
FPI18120025 Associated Compliance Aviation Plane Talking August 2018 till August 2019 Verifiable CPD activity 0.5
FPI18120026 Discovery Central Services (Pty)
Ltd
The regulatory road for retirement in
South Africa
December 2018 till December 2019 Verifiable CPD activity 2.5
FPI18120027 Associated Compliance Human Factor Baseline Skills August 2018 till August 2019 Verifiable CPD activity 2
FPI18120028 FPI Centre for Professional
Development
2018 Webinar: Update on Robo Advice 29 November 2018 till 29 November
2019
Verifiable CPD activity 1.5
FPI18120029 Associated Compliance It’s a new dawn in group disability
insurance
August 2018 till August 2019 Verifiable CPD activity 0.5
FPI18120030 Associated Compliance Machinery breakdown vs Explosion Case
study
August 2018 till August 2019 Verifiable CPD activity 0.5
FPI18120031 FPI Centre for Professional
Development
2018 Webinar: Trust Education 3
Webinar
November 2018 till November 2019 Verifiable CPD activity 1.5
FPI18120032 Circulus Online Capital Gains Tax December 2018 till December 2019 Verifiable CPD activity 5.5
FPI18120033 Old Mutual Personal Finance Anti-Money Laundering, Counter-
Terrorist Financing & Tax Evasion
01 December 2018 – 30 November
2019
Verifiable CPD activity 2.5
FPI18120034 Succession Financial Planning
Advisory Services (Pty) Ltd
Fundamentals of Trusts 16 November 2018 Verifiable CPD activity 3.5
FPI18120035 Succession Financial Planning
Advisory Services (Pty) Ltd
SFP Investment committee 14 November 2018 Verifiable CPD activity 0.5
FPI18120036 Octomate (Pty) Ltd Personal Lines Miscellaneous Policies December 2018 till December 2019 Verifiable CPD activity 4.5
FPI18120037 PPS Financial Planning, a division
of PPS Insurance Company Limited
Estate Planning Workshop December 2018 till December 2019 Verifiable CPD activity 22.5
FPI18120038 PSG Wealth Financial Planning
(Pty) Ltd
PSG Wealth Product and Platform
Feedback Session
21 November 2018 Verifiable CPD activity 0.5
FPI18120039 Circulus Online Estate Planning Online Course December 2018 till December 2019 Verifiable CPD activity 7.5
FPI18120040 Prudential Portfolio Managers Unit
Trusts Limited
Company Policies and attestation
online programme
15 December 2018 till 15 December
2019
Verifiable CPD activity 5.5
FPI18120041 Discovery Central Services (Pty)
Ltd
Risk engineering for commercial
insurance
December 2018 till December 2019 Verifiable CPD activity 1.5
FPI18120042 FPI Centre for Professional
Development
Ethics 2 Webinar – Unpacking the
various ombud reports
06 December 2018 till 06 December
2019
Verifiable CPD activity 1.5
FPI18120043 VAPS Consulting (Pty) Ltd Introduction to short-term insurance 1 January 2019 – 31 December 2019 Verifiable CPD activity 6
FPI18120044 PPS Academy, a division of PPS
Insurance (Pty) Ltd
Class of Business Training: Investments 10 September 2018 till 10 September
2019
Verifiable CPD activity 9.5
FPI18120045 PPS Academy, a division of PPS
Insurance (Pty) Ltd
Class of Business Training: Long Term
Insurance
10 September 2018 till 10 September
2019
Verifiable CPD activity 10
FPI18120045 PPS Academy, a division of PPS
Insurance (Pty) Ltd
Class of Business Training: Long Term
Insurance
10 September 2018 till 10 September
2019
Verifiable CPD activity 10
FPI18120046
Carmen Venter – Synergia
Marital Regimes and Financial Planning December 2018 till December 2019 Verifiable CPD activity 5.5
FPI18120047 Succession Financial Planning
Advisory Services (Pty) Ltd
SFP Regional Meeting 01 November 2018 Verifiable CPD activity 1.5
FPI18120048 Succession Financial Planning
Advisory Services (Pty) Ltd
Succession Practice Development
Course Module 3 – Your advice process
01 June 2018 till 31 May 2019 Verifiable CPD activity 6
FPI18120049 Succession Financial Planning
Advisory Services (Pty) Ltd
Succession Practice Development
Course Module 5 – Basic Business
Planning
01 June 2018 till 31 May 2019 Verifiable CPD activity 3
FPI18120050 Succession Financial Planning
Advisory Services (Pty) Ltd
Succession Practice Development
Course Module 6 – Basic Business
Planning
01 June 2018 till 31 May 2019 Verifiable CPD activity 3
FPI18120051 Glacier Financial Holdings (Pty)
Ltd
Master the world of investments:
Countering Cash
November 2018 till November 2019 Verifiable CPD activity 1
FPI18120052 Old Mutual Corporate KIC Start Session – Divorce and its
implications to the pension fund
09 October 2018 Verifiable CPD activity 2
FPI18120053 Old Mutual Corporate KIC Start Session – Moving Group
Business from one insurer to another
29 October 2018 Verifiable CPD activity 1.5
FPI18120054 Elite Wealth Management(Pty) Ltd Select Manager Investment Meeting 25 October 2018 Verifiable CPD activity 2.5
FPI18120055 Sanlam Life Insurance Limited Cybersafe Online Programme December 2018 till December 2019 Verifiable CPD activity 1
FPI18120056
Carmen Venter – Synergia
Law of Succession and Planning December 2018 till December 2019 Verifiable CPD activity 5.5
FPI18120057 Alexander Forbes Financial
Services (Pty) Ltd
Lunch n Learn December 2018 06 December 2018 Verifiable CPD activity 1
FPI18120058 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
Allan Gray Behavioural Coaching
Programme Module 3
06 November till 09 November 2018 Verifiable CPD activity 5.5
FPI18120059 Old Mutual Wealth Review Programme December 2018 till December 2019 Verifiable CPD activity 5
FPI18120060 Moonstone Business School of
Excellence (Pty) Ltd
Pension Fund Regulations 37, 38 & 38 –
understanding default options, annuity
strategy and retirement benefit
December 2018 till December 2019 Verifiable CPD activity 1
FPI18120061 Octomate (Pty) Ltd Pension Fund Benefits Programme December 2018 till December 2019 Verifiable CPD activity 4
FPI18120062 FPI Centre for Professional
Development
Online Course Retirement Fund
Governance
05 November 2018 till 05 November
2019
Verifiable CPD activity 2
FPI18120063 FPI Centre for Professional
Development
Online Course Advanced Employee
Benefits and Tax
06 November till 09 November 2018 Verifiable CPD activity 5.5
FPI18120064 FPI Centre for Professional
Development
Online Course: Employee Benefits and
Client Engagement
03 December 2018 till 03 December
2019
Verifiable CPD activity 1.5
FPI18120065 FPI Centre for Professional
Development
Online Course Employee Benefits: Risk
and Structuring of Risk Benefits
03 December 2018 till 03 December
2019
Verifiable CPD activity 1.5
FPI18120066 FPI Centre for Professional
Development
Online Course: Employee Benefits
Dispute resolution
5 November 2018 till 05 November
2019
Verifiable CPD activity 2
FPI18120067 FPI Centre for Professional
Development
Pension Fund Regulations 05 November 2018 till 05 November
2019
Verifiable CPD activity 2
FPI8120068 FPI Centre for Professional
Development
Employee Benefits and Tax 05 November 2018 till 05 November
2019
Verifiable CPD activity 2
FPI18120069 FPI Centre for Professional
Development
Risk and Business Assurance 17 September 2018 till 17 September
2019
Verifiable CPD activity 5
FPI18120070 FPI Centre for Professional
Development
Online Course: Investment Planning
(INPLA1-OS)
05 November 2018 till 05 November
2019
Verifiable CPD activity 2
FPI18120071 FPI Centre for Professional
Development
Presentation Skills for Financial
Planners
21 February 2019 Verifiable CPD activity 6
FPI18120072 Fundnews Africa CC HedgeNews Africa Symposium 2019 21 February 2019 Verifiable CPD activity 6
FPI18120073 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
Allan Gray Business Transformation
2018 - Session 3
23 October to 25 October 2018 Verifiable CPD activity 3
FPI18120074 PSG Wealth Financial Planning
(Pty) Ltd
PSG Asset Management Key client event
with Max du Preez
17 September & 21 September 2018 Verifiable CPD activity 1
FPI18120075 PSG Wealth Financial Planning
(Pty) Ltd
Dr Azar Jammine’s Outlook for the
South African Economy
December 2018 till December 2019 Verifiable CPD activity 1
FPI18120076 Discovery Central Services (Pty)
Ltd
Basics of Financial Planning December 2018 till December 2019 Verifiable CPD activity 1.5
FPI19010001 Comply Law CC CPD Presentation December 2018 till December 2019 Verifiable CPD activity 7
FPI19010002 Octomate (Pty) Ltd Personal Lines Property Insurance 01 January 2019 till 31 December
2019
Verifiable CPD activity 4
FPI19010003 Octomate (Pty) Ltd Personal Lines Motor Insurance 01 January 2019 till 31 December
2019
Verifiable CPD activity 4
FPI19010004 Octomate (Pty) Ltd Personal Lines Accident and Health
Insurance
01 January 2019 till 31 December
2019
Verifiable CPD activity 4
FPI19010005 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
Allan Gray Fund Provider Workshop
January 2019
22 January 2019 23 January
2019 24 January 2019
25 January 2019 28
Verifiable CPD activity 4
FPI19010006 Octomate (Pty) Ltd PL Liability Policy 01 January 2019 till 31 December
2019
Verifiable CPD activity 4
FPI19010007 Octomate (Pty) Ltd Personal Lines Transportation Policy 01 January 2019 till 31 December
2019
Verifiable CPD activity 4.5
FPI19010008 Octomate (Pty) Ltd Long Term Reinsurance Policies 01 January 2019 till 31 December
2019
Verifiable CPD activity 4.5
FPI19010009 Octomate (Pty) Ltd PL Short-term Reinsurance Policies 01 January 2019 till 31 December
2019
Verifiable CPD activity 4.5
FPI19010010 Discovery Central Services (Pty)
Ltd
The finer details of short-term
insurance contracts
01 January 2019 till 31 December
2019
Verifiable CPD activity 2
FPI19010011 PPS Investments (Pty) Ltd Talking Points Roadshow 29 January 2019 30 January
2019 04 February 2019
06 February 2019 11 February
Verifiable CPD activity 1.5
FPI18010012 Octomate (Pty) Ltd Sinking Fund Policies 01 January 2019 till 31 December
2019
Verifiable CPD activity 3.5
FPI19010013 Octomate (Pty) Ltd Fund Policies 01 January 2019 till 31 December
2019
Verifiable CPD activity 3.5
FPI19010014 Masthead (Pty) Ltd FICA Online Course 01 January 2019 till 31 December
2019
Verifiable CPD activity 3.5
FPI19010015 Masthead (Pty) Ltd Ethics & Corporate Governance Online
Course
01 January 2019 till 31 December
2019
Verifiable CPD activity 2.5
FPI19010016 Masthead (Pty) Ltd Category I FSPs without a CO – how to
complete your Compliance Report
01 January 2019 till 31 December
2019
Verifiable CPD activity 3
FPI19010017 Fairtree Asset Management (Pty)
Ltd
Feedback with Fairtree 17 October 2018 18 October 2018 Verifiable CPD activity 1
FPI19010018 Old Mutual Corporate Regional Collaborations Risks of Medical
Underwriting
28 September 2018 Verifiable CPD activity 1
FPI19010019 Old Mutual Corporate KIC Start Sessions – Local and Global
Economics and the recent Market
turmoil
12 November 2018 Verifiable CPD activity 1.5
FPI19010020 Old Mutual Personal Finance Module 1: Role Based Training:
Overview of Anti Money Laundering,
Counter-Terrorist Financing
01 December 2018 – 30 November
2019
Verifiable CPD activity 1.5
FPI19010021 Old Mutual Personal Finance Module 2: Role Based Training: Old
Mutual Group Obligations
01 December 2018 – 30 November
2019
Verifiable CPD activity 1.5
FPI19010022 Old Mutual Personal Finance Module 3: Role Based Training: Old
Mutual AML/CTF Governance
01 December 2018 – 30 November
2019
Verifiable CPD activity 1.5
FPI19010023 Old Mutual Personal Finance Module 5: Role Based Training: Risk
Based Approach to Risk Management
01 December 2018 – 30 November
2019
Verifiable CPD activity 1.5
FPI19010024 Old Mutual Personal Finance Module 6 - Role Based Training: Client
Due Diligence
01 December 2018 – 30 November
2019
Verifiable CPD activity 1.5
FPI19010025 Old Mutual Personal Finance Module 7: Role Based Training:
Enhanced Due Diligence
01 December 2018 – 30 November
2019
Verifiable CPD activity 1.5
FPI19010026 Old Mutual Corporate Investment Fundamentals Training January 2018 till November 2018 Verifiable CPD activity 10.5
FPI19010027 Sanlam Life Insurance Limited Essentials of Business Assurance January 2019 till December 2019 Verifiable CPD activity 1.5
FPI19010028 Old Mutual Personal Finance Module 4: Role Based Training:
Employee Training Requirements
01 December 2018 – 30 November
2019
Verifiable CPD activity 1.5
FPI19010029 Old Mutual Personal Finance Module 8: Role Based Training: Ongoing
Due Diligence
01 December 2018 – 30 November
2019
Verifiable CPD activity 1.5
FPI19010030 Old Mutual Personal Finance Module 9: Role Based Training:
Prominent Person Screening
01 December 2018 – 30 November
2019
Verifiable CPD activity 1.5
FPI19010031 Old Mutual Personal Finance Module 10: Role Based Training:
Sanctions Screening
01 December 2018 – 30 November
2019
Verifiable CPD activity 1.5
FPI19010032 Old Mutual Personal Finance Module 11: Role Based Training:
Statutory Reporting
01 December 2018 – 30 November
2019
Verifiable CPD activity 1.5
FPI19010033 Old Mutual Personal Finance Module 12: Role Based Training: Record
Keeping
01 December 2018 – 30 November
2019
Verifiable CPD activity 1.5
FPI19010034 Sanlam Life Insurance Limited Sanlam Aligned Financial Planning:
Regional Meeting
31 October 2018 Verifiable CPD activity 4
FPI19010035 Investec Asset Management (Pty)
Ltd
2019 Market and funds outlook with our
portfolio managers
17 January 2019 30 January 2019 Verifiable CPD activity 1
FPI19010037 Associated Compliance IOT is here: Internet of things Eclipses
the internet of people
'August 2018 till August 2019 Verifiable CPD activity 0.5
FPI19010038 Associated Compliance 13 Vertical farming innovations that
could revolutionize agriculture.
'August 2018 till August 2019 Verifiable CPD activity 0.5
FPI19010039 Associated Compliance Five Industries embracing the AI drone
revolution
'August 2018 till August 2019 Verifiable CPD activity 0.5
FPI19010040 Associated Compliance UK Government agrees Brexit plan 'August 2018 till August 2019 Verifiable CPD activity 0.5
FPI19010041 Associated Compliance Reinventing Human resources: What HR
leaders need to know about workplace
AI
'August 2018 till August 2019 Verifiable CPD activity 0.5
FPI19010042 Associated Compliance Amsterdam is getting a 3D Printed
bridge
'August 2018 till August 2019 Verifiable CPD activity 0.5
FPI19010043 Associated Compliance Agri Facts and Trends 'August 2018 till August 2019 Verifiable CPD activity 0.5
FPI19010044 The Institute of Health Risk
Managers (Pty) Ltd
Understanding prescribed minimum
benefits – two-day programme
'August 2018 till August 2019 Verifiable CPD activity 11
FPI19010045 Discovery Central Services (Pty)
Ltd
Market Performance January 2019 till December 2019 Verifiable CPD activity 1
FPI19010046 Sanlam Life Insurance Limited SEB Legal Assessment March till
September 2018
January 2019 till December 2019 Verifiable CPD activity 2.5
FPI19010047 Sanlam Life Insurance Limited Intermediary Digital Enablement January 2019 till December 2019 Verifiable CPD activity 1.5
FPI19010048 Old Mutual Corporate KIC Start Sessions: FAIS Fit & Proper
requirements-implications
13 August 2018 Verifiable CPD activity 1
FPI19010049 Portfolio Analytics Analytics
Consulting (Pty) Limited
Investment Committee January 2019 till December 2019 Verifiable CPD activity 1
FPI19010050 Portfolio Analytics Analytics
Consulting (Pty) Limited
Rep Supervision 2019 January 2019 till December 2019 Verifiable CPD activity 1
FPI19010051 Moonstone Business School of
Excellence (Pty) Ltd
Personal Financial Management and
Budgeting
January 2019 till December 2019 Verifiable CPD activity 2.5
FPI19010052 Moonstone Business School of
Excellence (Pty) Ltd
Ethics Course January 2019 till December 2019 Verifiable CPD activity 2.5
FPI19010053 Moonstone Business School of
Excellence (Pty) Ltd
Protection of Personal Information Act
4 of 2013 (POPIA)
January 2019 till December 2019 Verifiable CPD activity 5.5
FPI19010054 Moonstone Business School of
Excellence (Pty) Ltd
Retirement Funds Section 37 C January 2019 till December 2019 Verifiable CPD activity 4
FPI19010055 Infinitus Risk Management Service
(Pty) Ltd
New FIC Amendment Act – RMCP
Workshop
29 January 2019 05 February 2019
19 February 2019 5 March 2019
19 March 2019 26 March 2019
Verifiable CPD activity 2
FPI19010056 Sanlam Life Insurance Limited CPD Masterclass Feb 2019 25 January 2019 Verifiable CPD activity 4.5
FPI19010057 Coronation Management Company Coronation Kick off 2019 16 January 2019 to 29 January 2019 Verifiable CPD activity 0.5
FPI19010058 Old Mutual Investment Group (Pty)
Ltd
Anti-Money Laundering Counter-
Terrorist Financing & Tax Invasion
01 February 2019 till 31 December
2019
Verifiable CPD activity 2
FPI19010060 Associated Compliance POPI Act – Condition 1 Accountability
and Responsibility
31 August 2018 till 31 August 2019 Verifiable CPD activity 0.5
FPI19010061 Associated Compliance POPI Act – Condition 2 Processing
Limitations
31 August 2018 till 31 August 2019 Verifiable CPD activity 0.5
FPI19010062 ABSA Group Limited Tax Free Investments January 2019 till December 2019 Verifiable CPD activity 2.5
FPI19010063 ABSA Group Limited Retail Pension Fund Benefits January 2019 till December 2019 Verifiable CPD activity 9
FPI19010064 ABSA Group Limited Collective Investment Schemes January 2019 till December 2019 Verifiable CPD activity 8
FPI19010065 Associated Compliance Protection of Personal Information Act -
Introduction to POPI Act
31 August 2018 till 31 August 2019 Verifiable CPD activity 0.5
FPI19010066 Prudential Portfolio Managers Unit
Trusts Limited
Pruview with David Knee & Michael
Moyle
22 January 2019 06 February 2019
11 February 2019
Verifiable CPD activity 0.5
FPI19010067 Prudential Portfolio Managers Unit
Trusts Limited
Pruview with Miranda van Rensburg 12 February 2019 Verifiable CPD activity 0.5
FPI19010068 Investec Asset Management (Pty)
Ltd
Budget Review Session 22 February 2019 25 February 2019
04 March 2019 05 March 2019
Verifiable CPD activity 1
FPI19010069 Sanlam Life Insurance Limited POPI Course online January 2019 till December 2019 Verifiable CPD activity 4
FPI19010070 Sanlam Life Insurance Limited Q4 2018 Quarterly Investments
Committee Meeting
29 January 2019 till 08 March 2019 Verifiable CPD activity 0.5
FPI19010071 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
Session with Allan Gray - Getting the
most out of your investments
January 2019 Verifiable CPD activity 1.5
FPI19010072 Old Mutual Investment Group (Pty)
Ltd
Webinar: What we got in 2018 and
what to expect in 2019
01 February 2019 Verifiable CPD activity 1
FPI19010073 Discovery Central Services (Pty)
Ltd
Basics of financial planning workshop From 31 January 2019 – 31 January
2020
Verifiable CPD activity 12.5
FPI19010074 Old Mutual Wealth Old Mutual Multi Managers - Meet the
Managers
24 January 2019 Verifiable CPD activity 1
FPI19010075 BrightRock Life Limited BrightRock Claims Showcase 2019 January 2019 till December 2019 Verifiable CPD activity 1
FPI19010076 Marriot Asset Management (Pty)
Ltd
Marriott Road Show Presentation
Jan/Feb 2019
30 January 2019 31 January 2019
01 February 2019
05 February 2019 06 February
Verifiable CPD activity 1.5
FPI19010077 Foord Asset Management (Pty) Ltd Mind of the Manager 04 February 2019 05
February 2019 06 February
2019
Verifiable CPD activity 1
FPI19010078 Old Mutual Investment Group (Pty)
Ltd
Investment Insights Roadshow –
Mapping Tomorrow, the Future of
Finance
11 February 2019 14 February
2019 15 February 2019
18 February 2019 21 February
Verifiable CPD activity 1.5
FPI19020001 Sanlam Life Insurance Limited FP2 Business Assurance course 1 June 2018 to 31 May 2019 Verifiable CPD activity 17
FPI19020002 Momentum, a division of MMI
Holdings
Market Conduct 01 February 2019 till 31 December
2019
Verifiable CPD activity 2
FPI19020003 ICTS Monthly forum: COFI 24 January 2019 Verifiable CPD activity 2
FPI19020004 Discovery Central Services (Pty)
Ltd
Budget roundup 21 February 2019 till 31 December
2019
Verifiable CPD activity 1
FPI19020005 CFA Society South Africa Ronak Gopaldas Speaker Presentation 11 February 2019 till 21 February 2019 Verifiable CPD activity 1
FPI19020006 Investec Asset Management (Pty)
Ltd
Global investing - opportunities and
risks in 2019
31 January 2019 & 01 February 2019 Verifiable CPD activity 0.5
FPI19020007 Bridge Fund Managers (Pty) Ltd 2019: Risks and Opportunities. Be
prepared for both!
04 February 2019 till April 2019 Verifiable CPD activity 0.5
FPI19020008 GTC Pty (Ltd) Market and Portfolio update January 2019 till December 2019 Verifiable CPD activity 0.5
FPI19020009 Old Mutual Wealth Investment Briefing Jan and Feb 2019 30 January 2019 till 07 February 2019 Verifiable CPD activity 1.5
FPI19020010 PSG Wealth Financial Planning
(Pty) Ltd
PSG Wealth Product and Platforms
Feedback Session
29 January 2019 Verifiable CPD activity 1
FPI19020011 Boutique Collective Investments Glacier BCI Boutique Manager Series:
Local and Global Equity Outlook
21 February 2019 & 22 February 2019 Verifiable CPD activity 1.5
FPI19020012
Asset TV (Pty) Ltd
Masterclass - outlook 2019 January 2019 till December 2019 Verifiable CPD activity 0.5
FPI19020013 Nedgroup Investments (Pty) Ltd Nedgroup Investments Morningstar
Behavioural Finance
04 February 2019 till 06 February 2019 Verifiable CPD activity 3
FPI19020014 Associated Compliance FAIS as it applies to F&I's 01 February 2019 to 31 January 2020 Verifiable CPD activity 6
FPI19020015 Associated Compliance FICA as it applies to F&I's 01 February 2019 to 31 January 2020 Verifiable CPD activity 1.5
FPI19020016 Associated Compliance TCF programme for F&I's 01 February 2019 to 31 January 2020 Verifiable CPD activity 4
FPI19020017 Associated Compliance National Credit Act for F&I's 01 February 2019 to 31 January 2020 Verifiable CPD activity 8
FPI19020018 Associated Compliance A decade after the financial crisis August 2018 till August 2019 Verifiable CPD activity 0.5
FPI19020019 ABSA Group Limited Estate Planning Refresher January 2019 till December 2019 Verifiable CPD activity 5
FPI19020020 ABSA Group Limited Income tax and CGT Refresher January 2019 till December 2019 Verifiable CPD activity 5
FPI19020021 ABSA Group Limited Post-retirement Planning January 2019 till December 2019 Verifiable CPD activity 5
FPI19020022 ABSA Group Limited Endowment Policies January 2019 till December 2019 Verifiable CPD activity 3
FPI19020023 ABSA Group Limited Client Advisory Framework Review June 2018 till May 2019 Verifiable CPD activity 6
FPI19020024 ABSA Group Limited Client Advisory Framework Implement June 2018 till May 2019 Verifiable CPD activity 6
FPI19020025 ABSA Group Limited Client Advisory Framework
Accreditation Assessment
August 2018 till July 2019 Verifiable CPD activity 8
FPI19020026 ABSA Group Limited Client Advisory Framework Advice June 2018 till May 2019 Verifiable CPD activity 4.5
FPI19020027 ABSA Group Limited Client Advisory Framework - Consult June 2018 till May 2019 Verifiable CPD activity 5.5
FPI19020028 Momentum, a division of MMI
Holdings
MFP Planner Conference 11-12 February 2019 13-14
February 2019
19-20 February 2019 21-22
Verifiable CPD activity 4
FPI19020029 Sanlam Life Insurance Limited Estate Planning FP 2 01 June 2018 till 31 May 2019 Verifiable CPD activity 15.5
FPI19020030 Associated Compliance Implementation of sulphur 2020 limit -
Carriage ban adopted
August 2018 till August 2019 Verifiable CPD activity 0.5
FPI19020031 Associated Compliance A business owner’s guide to insurance August 2018 till August 2019 Verifiable CPD activity 0.5
FPI19020032 Coronation Asset Management
(Pty) Ltd
Coronation Women’s Day Breakfast
2018
01 August & 02 August 2018 Verifiable CPD activity 1
FPI19020033 Coronation Asset Management
(Pty) Ltd
Talking Investments with Coronation 31 January & 31 January 2019 Verifiable CPD activity 3.5
FPI19020034 Citadel Investement Services (Pty)
Ltd
CAM Investment Presentation 11 February till 15 February 2019 Verifiable CPD activity 2
FPI19020035 FMI, a Division of Bidvest Life Future Insurability Workshops 19 February till 27 February 2019 Verifiable CPD activity 1
FPI19020036 Sanlam Life Insurance Limited Short term insurance Fundamentals
Course online
January 2019 till December 2019 Verifiable CPD activity 4.5
FPI19020037 Sanlam Life Insurance Limited Internet of Things Course online January till December 2019 Verifiable CPD activity 1
FPI19020038 Sanlam Life Insurance Limited FICA Course online January till December 2019 Verifiable CPD activity 1.5
FPI19020039 FPI Centre for Professional
Development
Budget Review Trilogy 2019 – JHB 22 February 2019 Verifiable CPD activity 2
FPI19020040 FPI Centre for Professional
Development
Budget Review Trilogy 2019 – CT 20 February 2019 Verifiable CPD activity 3.5
FPI19020041 FPI Centre for Professional
Development
Budget Review Trilogy 2019 – DBN 21 February 2019 Verifiable CPD activity 1.5
FPI19020042 Stanlib Wealth Management (Pty)
Ltd
STANLIB Asset Management Roadshow 12, 13, 14, 15, 19, 21 February 2019 Verifiable CPD activity 15
FPI19020043 Liberty Group Limited Investment Planning
Academy/Workshops
Jan 2019 till December 2019 Verifiable CPD activity 17.5
FPI19020044 Liberty Group Limited Estate Planning Course Jan 2019 till December 2019 Verifiable CPD activity 3
FPI19020045 FPI Centre for Professional
Development
Introduction to Estate and Retirement
Training Assupol
16 January 2019 and 17 January 2019 Verifiable CPD activity 7.5
FPI19020046 Associated Compliance SHA Liability Programme February 2019 till February 2020 Verifiable CPD activity 2
FPI19020047 Anchor Group Limited Anchor Roadshow February 2019 -
Where the Money Will be Made
12, 13, 20 & 26 February 2019 Verifiable CPD activity 1
FPI19020048 Associated Compliance Hollard Commercial Property Risk
Management Event
February 2019 till January 2020 Verifiable CPD activity 3.5
FPI19020049 Sanlam Life Insurance Limited SanTrust 1 February 2019 – 31 January 2020 Verifiable CPD activity 4.5
FPI19020050 Sanlam Life Insurance Limited Consultants Training -Tax January 2019 till December 2019 Verifiable CPD activity 2.5
FPI19020051 Octomate (Pty) Ltd Motor Fleet Management February 2019 till January 2020 Verifiable CPD activity 2.5
FPI19020052 Octomate (Pty) Ltd Cyber Insurance: An opportunity for
Commercial Lines Business
February 2019 till January 2020 Verifiable CPD activity 2.5
FPI19020053 Octomate (Pty) Ltd Insurance Telematics: A game changer February 2019 till January 2020 Verifiable CPD activity 2.5
FPI19020054 Sanlam Life Insurance Limited ACA and Simeka Consultants Forum 25 January 2019 Verifiable CPD activity 1.5
FPI19020055 Octomate (Pty) Ltd Business Interruption Cover February 2019 till January 2020 Verifiable CPD activity 2
FPI19020056 Masthead (Pty) Ltd POPI Online Course 2019 January 2019 till December 2019 Verifiable CPD activity 3
FPI19020057 Masthead (Pty) Ltd Requirements and impact of FICA on
accountable institutions 2019
January 2019 till December 2019 Verifiable CPD activity 4.5
FPI19020058 Masthead (Pty) Ltd Understanding the Requirements and
Impact of FICA on Accountable
Institutions 2019
January 2019 till December 2019 Verifiable CPD activity 2.5
FPI19020059 Derividoc CC ISDA Agreement programme 20 June 2019 06 June 2019 Verifiable CPD activity 6
FPI19020060 Boutique Collective Investments BCI Boutique Investment Seminars -
Roadshow
20 February 2019 Verifiable CPD activity 2
FPI19020061 Anchor Group Limited Presentation to SFP My Returns are
Poor – Now What?
07 February 2019 Verifiable CPD activity 0.5
FPI19020062 Sanlam Life Insurance Limited TCF Course online January 2019 till December 2019 Verifiable CPD activity 6
FPI19020063 Sanlam Life Insurance Limited Succession Financial Planning Annual
Conference
07& 09 March 2019 Verifiable CPD activity 1
FPI19020064 Discovery Central Services (Pty)
Ltd
Business Assurance: Estate Duty
implications applicable to key person,
contingent liability and buy and sell
March 2019 till Feb 2020 Verifiable CPD activity 1
FPI19020065 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
The Allan Gray Tax & Legal Update
2019
26 February till 07 March 2019 Verifiable CPD activity 2
FPI19020066 Discovery Central Services (Pty)
Ltd
Estate Planning Conference 30 May 2019 Verifiable CPD activity 5
FPI19020067
Asset TV (Pty) Ltd
Ethics & Standard Practice – Unpacking
Twin Peaks
January 2019 till December 2019 Verifiable CPD activity 0.5
FPI19020068 Nedgroup Investments (Pty) Ltd Nedgroup Investments Morningstar
Behavioural Finance
Programme – Module 4 – afternoon
04 Feb till 06 Feb 2019 Verifiable CPD activity 2
FPI19020069 The Institute of Health Risk
Managers (Pty) Ltd
Adverse selection and non-disclosure
impact on medical schemes 22 February
2019
22 February 2019 Verifiable CPD activity 1.5
FPI19020070 Momentum, a division of MMI
Holdings
Momentum & Efficient Wealth
partnership workshop
12 February till 14 February 2019 Verifiable CPD activity 1
FPI19020071 Glacier Financial Holdings (Pty)
Ltd
Glacier Investment Summit – The
virtual horizon
07 February & 08 February 2019 Verifiable CPD activity 4.5
FPI19020072 Council for Medical Schemes Fraud Waste and Abuse Summit 28 February 2019 till 01 March 2019 Verifiable CPD activity 2
FPI19020073 Sanlam Life Insurance Limited Peregrine Falcon Workshop 17 January & 18 January 2019 Verifiable CPD activity 4
FPI19020074 Glacier Financial Holdings (Pty)
Ltd
Glacier Asset Manager Day Eest London 05 February 2019 Verifiable CPD activity 3
FPI19020075 Liberty Group Limited Managing Information - Sales Leader Jan till December 2019 Verifiable CPD activity 3.5
FPI19020076 Momentum, a division of MMI
Holdings
Legislative Update February 2019 till January 2020 Verifiable CPD activity 2
FPI19020077 Investec Asset Management (Pty)
Ltd
Breakfast Meeting with Gail Daniel 11 October and 27 November 2018 Verifiable CPD activity 0.5
FPI19020078 Allegiance Consulting (Pty) Ltd Avalon FNA and Estate Planning Module February 2019 till January 2020 Verifiable CPD activity 5.5
FPI19020079 Allegiance Consulting (Pty) Ltd Business Assurance Refresher and Case
Study
February 2019 till January 2020 Verifiable CPD activity 5
FPI19020080 Allegiance Consulting (Pty) Ltd Avalon Wealth Planning Module February 2019 till January 2020 Verifiable CPD activity 5
FPI18020081 Glacier Financial Holdings (Pty)
Ltd
Economic Overview Q1 04 February 2019 Verifiable CPD activity 0.5
FPI18020082 Moonstone Business School of
Excellence (Pty) Ltd
Introduction to short-term insurance February 2019 till January 2020 Verifiable CPD activity 5
FPI19020083 PSG Wealth Financial Planning
(Pty) Ltd
PSG Outlook 2019 28 January 2019 till 07 February 2019 Verifiable CPD activity 0.5
FPI19020084 Stanlib Wealth Management (Pty)
Ltd
INN8 Practice Management
Development Session
20 February 2019 Verifiable CPD activity 1
FPI18020085 Sanlam Life Insurance Limited FICA Amendments and CDD 2019
Accreditation for intermediaries
February 2019 till January 2020 Verifiable CPD activity 3
FPI19020086 SA Asset Management Quarterly Economic and Fund Update 19 February 2019 Verifiable CPD activity 1
FPI19020087 Momentum, a division of MMI
Holdings
Employee Relations Workshop 02 February 2019 Verifiable CPD activity 4.5
FPI19020088 Momentum, a division of MMI
Holdings
POPIA Clean Desk Policy 21 January 2019 till 01 April 2019 Verifiable CPD activity 1
FPI19020089 Liberty Group Limited Business Assurance Refresher and Case
Study
January 2019 till December 2019 Verifiable CPD activity 3.5
FPI19020090 PSG Wealth Financial Planning
(Pty) Ltd
PIAF Forum Update 01 February 2019 Verifiable CPD activity 1
FPI19020091 Jardine Lloyd Thompson (Pty) Ltd JLT University – Anti-Bribery &
Corruption online module
March 2019 till Feb 2020 Verifiable CPD activity 1.5
FPI19020092 Jardine Lloyd Thompson (Pty) Ltd JLT University – Anti-Money Laundering
online module
March 2019 till Feb 2020 Verifiable CPD activity 1.5
FPI19020093 Jardine Lloyd Thompson (Pty) Ltd JLT University – Conflicts of Interest
online module
March 2019 till Feb 2020 Verifiable CPD activity 1.5
FPI19020094 Jardine Lloyd Thompson (Pty) Ltd JLT University – Information Security
online module
March 2019 till Feb 2020 Verifiable CPD activity 2
FPI19020095 Jardine Lloyd Thompson (Pty) Ltd JLT University – Complying with
Sanctions online module
March 2019 till Feb 2020 Verifiable CPD activity 2
FPI19020096 Jardine Lloyd Thompson (Pty) Ltd JLT University –Risk Management online
module
March 2019 till Feb 2020 Verifiable CPD activity 2
FPI19020097 Associated Compliance SHA Crime Stats Analysis February 2019 till January 2020 Verifiable CPD activity 2
FPI19020098 Associated Compliance CPA for F&I's February 2019 till January 2020 Verifiable CPD activity 7.5
FPI19020099 Associated Compliance Hollard Trucking Risks Presentation March 2019 till Feb 2020 Verifiable CPD activity 1.5
FPI190200100 Associated Compliance Insurance Apprentice - Judges January till February 2019 Verifiable CPD activity 24
FPI190200101 Associated Compliance Insurance Apprentice - Contestants January till February 2019 Verifiable CPD activity 24
FPI190200102 Associated Compliance Insurance Apprentice - Viewers February till March 2019 Verifiable CPD activity 6
FPI190200103 ABSA Group Limited Overview of Long-term Insurance
Assistance Policies
February 2019 till January 2020 Verifiable CPD activity 2.5
FPI190200104 ABSA Group Limited Overview of Long-term Insurance Life
Risk policies
February 2019 till January 2020 Verifiable CPD activity 2.5
FPI190200105 Sanlam Life Insurance Limited Sanlam Corporate Client Engagements 06 March 2019 12 March 2019 13
March 2019
Verifiable CPD activity 1
FPI190200106 Old Mutual Investment Group (Pty)
Ltd
2019 Budget Review 28 February 2019 Verifiable CPD activity 1
FPI190200107 Intelligo Solutions (Pty) Ltd FAIS Act Compliance Abridgment February 2019 till January 2020 Verifiable CPD activity 2.5
FPI190200108 Analytics Consulting (Pty) Ltd Securities Investment Committee January till December 2019 Verifiable CPD activity 2
FPI190200109 Octomate (Pty) Ltd Exploring the Impact of Technology,
Innovation and Block Chain on
commercial lines
February 2019 till January 2020 Verifiable CPD activity 2.5
FPI190200110 FPI Centre for Professional
Development
2018 Webinar: Basics of reinsurance 06 December 2018 Verifiable CPD activity 1.5
FPI190200111 FPI Centre for Professional
Development
Webinar: Townhall session 01 February 2019 till 01 February 2020 Verifiable CPD activity 3.5
FPI190200112 The Collaborative Exchange (Pty)
Ltd
The Investment Forum 2019 08 & 09 April 2019 10 & 11
April 2019
Verifiable CPD activity 10.5
FPI190200113 Sanlam Life Insurance Limited Sanlam for Professionals Top Achievers
Conference
07 & 08 February 2019 Verifiable CPD activity 3
FPI190200114 Sanlam Life Insurance Limited Sanlam 2019 Roadshow 04 February 2019 till 06 March 2019 Verifiable CPD activity 0.5
FPI190200115 Discovery Central Services (Pty)
Ltd
Cyber risk February 2019 till January 2019 Verifiable CPD activity 1.5
FPI190200116 Discovery Central Services (Pty)
Ltd
Theory of financial planning workshop 31 January 2019 till 31 January 2020 Verifiable CPD activity 6
FPI190200117 Discovery Central Services (Pty)
Ltd
Financial Needs Analysis (FNA) practical
application workshop
31 January 2019 till 31 January 2020 Verifiable CPD activity 6.5
FPI19020118 Foord Asset Management (Pty) Ltd Foord: Forward Thinking 05 March 2019 06 March 2019
07 March 2019
Verifiable CPD activity 0.5
FPI190200119 Schroder’s Unit Trusts Limited Schroders Investment Symposium 2019 12 March 2019 13 March 2019 Non-verifiable CPD activity 3
FPI19030001 FPI Centre for Professional
Development
Article: SARB MC 17 January 2019 till 17 January 2020 Verifiable CPD activity 0.5
FPI19030002 FPI Centre for Professional
Development
Article: Market and Economic Outlook 1 October 2018 till 31 September 2019 Verifiable CPD activity 0.5
FPI19020003 FPI Centre for Professional
Development
Article: 2019 Financial market outlook 01 December 2018 till 31 November
2019
Verifiable CPD activity 0.5
FPI19030004 FPI Centre for Professional
Development
Article: Economics at a glance 31 October 2018 till 31 September
2019
Verifiable CPD activity 0.5
FPI19030005 FPI Centre for Professional
Development
Article: 2019 Economic Outlook 31 October 2018 till 31 September
2019
Verifiable CPD activity 0.5
FPI19030006 FPI Centre for Professional
Development
Article: Economic Market Commentary 01 October 2018 till 31 September
2019
Verifiable CPD activity 0.5
FPI19030007 FPI Centre for Professional
Development
Article: Budget Flashpoints 01 October 2018 till 31 September
2019
Verifiable CPD activity 0.5
FPI19030008 PSG Wealth Financial Planning
(Pty) Ltd
Fire Protection
Module 1: Overview of fire legislation
in South Africa
01 March 2019 till 28 February 2020 Verifiable CPD activity 2
FPI19030009 Sanlam Life Insurance Limited Succession Western Cape Kick-off 2019 15 February 2019 Verifiable CPD activity 2.5
FPI19030010 FPI Centre for Professional
Development
Webinar Underwriting Management
Agency
6 December 2018 till 06 December
2019
Verifiable CPD activity 1
FPI19030011 Liberty Group Limited Risk Workshop 15 March 2019 Verifiable CPD activity 2.5
FPI19030012 Elite Wealth Management(Pty) Ltd Efficient Wealth 26 November 2018 Verifiable CPD activity 5.5
FPI19030013 OUTsurance Insurance Company OUTCential OUTfo March 2019 till February 2020 Verifiable CPD activity 7
FPI19030014 Moonstone Business School of
Excellence (Pty) Ltd
Short Term Insurance and Validation of
Claims
February 2019 till January 2020 Verifiable CPD activity 6
FPI19030015 PPS Academy, a division of PPS
Insurance (Pty) Ltd
Fundamentals of Financial Planning:
Risk Planning
01 February 2019 till 01 January 2020 Verifiable CPD activity 7.5
FPI19030016 Efficient Private Clients (Pty) Ltd The Market Call 08 February 2019 Verifiable CPD activity 1.5
FPI19030017 The Institute of Health Risk
Managers (Pty) Ltd
Class of Business - Health Services
Benefits
March 2019 till February 2020 Verifiable CPD activity 14
FPI19030018 Boutique Collective Investments BCI Boutique Investment Seminars –
Roadshow DBN, JHB and PTA
05 March till 08 March 2019 Verifiable CPD activity 3.5
FPI19030019 The Institute of Health Risk
Managers (Pty) Ltd
The Children’s Act and the Medical
Schemes Act: managing the overlaps
AND
March 2019 till February 2020 Verifiable CPD activity 2.5
FPI19030020 Sanlam Life Insurance Limited Kick off Planning Session 07 & 08 February 2019 Verifiable CPD activity 3
FPI19030021 Momentum, a division of MMI
Holdings
Momentum Development Series:
Business Assurance Workshop 1
March 2019 till February 2020 Verifiable CPD activity 3
FPI19030022 Momentum, a division of MMI
Holdings
Outcome Matters 08 March 2019 till 14 March 2019 Verifiable CPD activity 1
FPI19030023 Investec Asset Management (Pty)
Ltd
IMS Insights 11 March 2019 till 14 March 2019 Verifiable CPD activity 2.5
FPI19030024 eStudy (Pty) Ltd Class of Business: Long Term Insurance March 2019 till February 2020 Verifiable CPD activity 2.5
FPI19030025 eStudy (Pty) Ltd Class of Business: Short-term Insurance
Personal Lines
March 2019 till February 2020 Verifiable CPD activity 2.5
FPI19030026 Discovery Central Services (Pty)
Ltd
Machine learning in short-term
insurance
March 2019 till February 2020 Verifiable CPD activity 1.5
FPI19030027 Boutique Collective Investments Boutique Collective Investment Seminar
WC
19 February 2019 Verifiable CPD activity 1.5
FPI19030028 Old Mutual Corporate KIC Start Sessions: 2018 Investment
Review
28 January 2019 Verifiable CPD activity 1.5
FPI19030029 Old Mutual Wealth EAC Module March 2019 till February 2020 Verifiable CPD activity 2
FPI19030030 Octomate (Pty) Ltd NCA Programme February 2019 till January 2020 Verifiable CPD activity 2.5
FPI19030031 Discovery Central Services (Pty)
Ltd
Medical inflation and how it is
calculated
March 2019 till February 2020 Verifiable CPD activity 1.5
FPI19030032 Discovery Central Services (Pty)
Ltd
Taxation of Investment Wrappers 27 March till 27 February 2019 Verifiable CPD activity 1
FPI19030033 The Institute of Health Risk
Managers (Pty) Ltd
Tax implications for medical expenses
2019/2020
March 2019 till February 2020 Verifiable CPD activity 3
FPI19030034 Prudential Portfolio Managers Unit
Trusts Limited
Insider Trading and Market
Manipulation Training Interactive
Workshop
11 March 2019 29 March 2019 Verifiable CPD activity 1.5
FPI19030035 Structured Retail Products, a
division of Euromoney Global
Limited
SRP Africa Conference 2019 30 January 2019 31 January 2019
05 February 2019
06 February 2019 07 February 2019
Verifiable CPD activity 7.5
FPI19030036 Old Mutual Wealth Old Mutual Wealth Client Presentation
2019
28 February 2019 05 March 2019 07
March 2019
13 March 2019 14 March 2019
Verifiable CPD activity 1
FPI19030037 Old Mutual Corporate Old Mutual SuperFund Summit 2019 07 March 2019 Verifiable CPD activity 1
FPI19030038 PPS Investments (Pty) Ltd Is ‘cash’still king? March 2019 till February 2020 Verifiable CPD activity 0.5
FPI19030039 Compliance and Learning Center
(Pty) Ltd
The internet of things and Insurance March 2019 till February 2020 Verifiable CPD activity 1
FPI19030040 Compliance and Learning Center
(Pty) Ltd
New Supervisory Arrangements 25 February 2019 26 February 2019
27 February 2019
28 February 2019 05 March 2019
Verifiable CPD activity 1
FPI19030041 Investec Asset Management (Pty)
Ltd
Taking Stock Summer 2019 March 2019 till March 2020 Verifiable CPD activity 1
FPI19030042 Circulus Online Budget Review 2019 March 2019 till March 2020 Verifiable CPD activity 1.5
FPI19030043 Old Mutual Personal Finance Retirement Planning (Pre-retirement)
online 2019
21 February 2019 22 February 2019 Verifiable CPD activity 6.5
FPI19030044 Old Mutual Personal Finance Budget and Legal Technical Update –
Economic Update post-budget
March 2019 till February 2020 Verifiable CPD activity 2.5
FPI19030045 Momentum, a division of MMI
Holdings
Momentum Development Series:
Business Assurance Workshop 2
February 2019 till January 2020 Verifiable CPD activity 3
FPI19030046 Momentum, a division of MMI
Holdings
Momentum Development Series:
Business Assurance Workshop 3
March 2019 till February 2020 Verifiable CPD activity 2
FPI19030047 Momentum, a division of MMI
Holdings
Momentum Development Series:
Business Assurance Workshop 4
12 March till 14 March 2019 Verifiable CPD activity 3
FPI19030048 Masthead (Pty) Ltd BofAML 20th Annual Sun City
Conference 2019
March 2019 till February 2020 Verifiable CPD activity 14
FPI19030049 Citadel Investement Services (Pty)
Ltd
FICA: Risk Management and Compliance
Programme Module 1& 2
11 March 2019 12 March
2019
Verifiable CPD activity 1.5
FPI19030050 PPS Investments (Pty) Ltd Prescient/PPS Fund presentation 06 February 2019 Verifiable CPD activity 0.5
FPI19030051 Investec Asset Management (Pty)
Ltd
Navigating your way through 2019
investment waters
March 2019 till February 2020 Verifiable CPD activity 1.5
FPI19030052 Associated Compliance Navigating a world of disruption March 2019 till February 2020 Verifiable CPD activity 0.5
FPI19030053 Associated Compliance Sanctions Clause in Marine Insurance
Put to the test
March 2019 till February 2020 Verifiable CPD activity 0.5
FPI19030054 Associated Compliance Legislative Update Services Under
supervision
March 2019 till February 2020 Verifiable CPD activity 0.5
FPI19030055 Associated Compliance Legislative Update COFI Bill March 2019 till February 2020 Verifiable CPD activity 1
FPI19030056 Associated Compliance FAIS Fit & Proper for HR Managers March 2019 till February 2020 Verifiable CPD activity 2.5
FPI19030057 Associated Compliance FAIS, FICA & POPI Workshop March 2019 till February 2020 Verifiable CPD activity 1.5
FPI19030058 Ripple Effect 4 (Pty) Ltd Ethics Programme March 2019 till February 2020 Verifiable CPD activity 5
FPI19030059 Discovery Central Services (Pty)
Ltd
Retirement, Tax Online Programme March 2019 till February 2020 Verifiable CPD activity 1.5
FPI19030060 Octomate (Pty) Ltd The Need for Financial Planning March 2019 till February 2020 Verifiable CPD activity 3.5
FPI19030061 Octomate (Pty) Ltd POPI Act March 2019 till February 2020 Verifiable CPD activity 3.5
FPI19030062 Octomate (Pty) Ltd CL: Accident and Health 25 February 2019 26 February 2019
27 February 2019 14 March
2019
Verifiable CPD activity 3.5
FPI19030063 Glacier Financial Holdings (Pty)
Ltd
Glacier Round Table Session Q1 March 2019 Verifiable CPD activity 1.5
FPI19030064 Glacier Financial Holdings (Pty)
Ltd
East Rand Asset Manager Day - March
2019
21 May 2019 22 May 2019 26
June 2019 14 November 2019
Verifiable CPD activity 0.5
FPI19030065 Derividoc CC The 2011 Global Master Repurchase
Agreement
18 February 2019 Verifiable CPD activity 4.5
FPI19030066 Investec Asset Management (Pty)
Ltd
RMB Morgan Stanley Roadshow 08 & 29 October 2018 07 & 14
November 2018
Verifiable CPD activity 1
FPI19030067 Investec Asset Management (Pty)
Ltd
Annual Compliance Refresher Training 13 February 2019 Verifiable CPD activity 0.5
FPI19030068 Investec Asset Management (Pty)
Ltd
SA Economic Outlook – Politics
persistently pivotal
14 February 2019 Verifiable CPD activity 1
FPI19030069 Investec Asset Management (Pty)
Ltd
RMB Pre-budget Roadshow January 2019 to December 2019 Verifiable CPD activity 1
FPI19030070 Sanlam Life Insurance Limited Section 9ha Day of Opportunities 25, 27 Feb, 04, 06, 07, 12 & 13 March
2019
Verifiable CPD activity 1
FPI19030071 Regarding Capital Management
(Pty) Ltd
Size Matters – Why today’s
opportunities outweigh the macro risks
12 April 2019 Verifiable CPD activity 0.5
FPI19030072 Momentum, a division of MMI
Holdings
Core – Session Momentum IFA
Engagement (Focusing on African
Brokers)
12 February 2019 Verifiable CPD activity 1.5
FPI19030073 Rand Merchant Bank RMB Global Markets Seminar 2019 11 March 2019 till 14 March 2019 Verifiable CPD activity 5
FPI19030074 Nedgroup Investments (Pty) Ltd Fund Manager Workshops and Roadshow
2019
04 March 2019 Verifiable CPD activity 1
FPI19030075 Nedgroup Investments (Pty) Ltd NFP Presentation – Economic update
and Select Fund update – March 2019
Jan till December 2019 Verifiable CPD activity 0.5
FPI19030076 Old Mutual Wealth Old Mutual Wealth Initial Engagement
and Goal setting module
Jan till December 2019 Verifiable CPD activity 6
FPI19030077 Old Mutual Wealth Old Mutual Wealth Developing
Scenarios Module
Jan till December 2019 Verifiable CPD activity 6
FPI19030078 Old Mutual Wealth Old Mutual Wealth Induction Module 1 Jan till December 2019 Verifiable CPD activity 6
FPI19030079 Old Mutual Wealth Old Mutual Wealth Integrator Module 26 July 2019 Verifiable CPD activity 6
FPI119030080 CFA Society South Africa Courageous Conversation Ethics
Workshop with Wendy Addison
01 & 03 April 2019 Verifiable CPD activity 3.5
FPI119030081 CFA Society South Africa The Systemic Risk and the Investment
Professional by Robert Jenkins
09-Apr-19 Verifiable CPD activity 2
FPI119030082 Investment Analyst Society of
South Africa
The size & reach of retirement fund
industry in SA
7 March 2019 13 March 2019 14
March 2019
Verifiable CPD activity 1
FPI19030083 Nedgroup Investments (Pty) Ltd Legal Update 2019 11 - 13 February 2019 Verifiable CPD activity 1
FPI19030084 Nedgroup Investments (Pty) Ltd Nedgroup International Summit 2019 March 2019 - February 2020 Verifiable CPD activity 12
FPI19030085 Discovery Central Services (Pty)
Ltd
Protection of personal information 19 February 2019 Verifiable CPD activity 2
FPI19030086 Amity Investment Solutions (Pty)
Ltd
Amity Master Class – Connecting Wealth
to Life
03 July 2018 Verifiable CPD activity 4.5
FPI19030087 Sanlam Life Insurance Limited ACA Consultants Forum 06 February 2019 11 February
2019
Verifiable CPD activity 3.5
FPI19030088 Sanlam Life Insurance Limited Graviton Wealth Managers Q4 18 March 2019 Verifiable CPD activity 0.5
FPI19030089 Ripple Effect 4 (Pty) Ltd Ripple Effect 4 STI Broker Event 20 February 2019 Verifiable CPD activity 6
FPI19030090 Alexander Forbes Financial
Planning Consultants (Pty) Ltd
Wisdom Wednesdays – Managing your
Financial Behaviour
January till Decmeber 2019 Verifiable CPD activity 1
FPI19030091 Sanlam Life Insurance Limited Succession Financial Planning – Business
Upskilling Workshop
26 February 2019 Verifiable CPD activity 1.5
FPI19020092 Glacier Financial Holdings (Pty)
Ltd
SP2 Investment Focus 12 & 13 February 2019 14 & 15
February 2019
Verifiable CPD activity 1
FPI19020093 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
Module 3 Group Coaching Sessions 19 & 26 February 2019 20 & 21
February 2019 22 February 2019
Verifiable CPD activity 2
FPI19020094 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
Module 4 Behavioural coaching Feb
2019
Every 3 weeks / Once a month Verifiable CPD activity 5.5
FPI19030095 Old Mutual Investment Group (Pty)
Ltd
Reshape your thinking 18 March 2019 Verifiable CPD activity 1
FPI19030096 Investec Asset Management (Pty)
Ltd
Bloemfontein Advisor Workshop March 2019 till February 2020 Verifiable CPD activity 1.5
FPI19030097 Octomate (Pty) Ltd Motor Fleet Underwriting for Beginners March 2019 till February 2020 Verifiable CPD activity 2.5
FPI19030098 Octomate (Pty) Ltd Self-driving cars March 2019 till February 2020 Verifiable CPD activity 2.5
FPI19030099 Octomate (Pty) Ltd Managing Fire and Its Devastating
Effects
March 2019 till February 2020 Verifiable CPD activity 2.5
FPI190300100 Octomate (Pty) Ltd CL: Engineering Policy March 2019 till February 2020 Verifiable CPD activity 3.5
FPI190300101 Octomate (Pty) Ltd CL: Gurantee Policy 01 June 2018 till 31 May 2019 Verifiable CPD activity 3.5
FPI190300102 Sanlam Life Insurance Limited Sales Exco Meeting 11, 12, 13, 14 & 15 March 2019 Verifiable CPD activity 0.5
FPI190300103 Glacier Financial Holdings (Pty)
Ltd
Glacier International Roadshow March 2019 till March 2020 Verifiable CPD activity 1
FPI190300104 Discovery Central Services (Pty)
Ltd
Introduction to commercial insurance March 2019 till March 2020 Verifiable CPD activity 1.5
FPI190300105 Sanlam Life Insurance Limited Inheritance & your child’s future March 2019 till March 2020 Verifiable CPD activity 1
FPI190300106 Discovery Central Services (Pty)
Ltd
Offshore Pension Tax 25 Feb, 28 Feb & 13 March 2019 Verifiable CPD activity 0.5
FPI190300107 Noble Private Portfolios (Pty) Ltd Noble Belegging en Ekonomiese
aanbieding
25 February 2019 Verifiable CPD activity 1
FPI190300108 Glacier Financial Holdings (Pty)
Ltd
Glacier Budget Session March 2019 till February 2020 Verifiable CPD activity 1.5
FPI190300109 Discovery Central Services (Pty)
Ltd
Annual Compliance Refresher 26 October 2019 Verifiable CPD activity 1.5
FPI190300110 Sanlam Life Insurance Limited ACA Consultants Forum 13 March 2019 Verifiable CPD activity 2
FPI190300111 Alexander Forbes Financial
Planning Consultants (Pty) Ltd
Wisdom Wednesdays – Understanding
What Clients Need
March 2019 till February 2020 Verifiable CPD activity 1
FPI190300112 Discovery Central Services (Pty)
Ltd
Introduction to wellness in life
insurance
26 July 2019 Verifiable CPD activity 2
FPI190300113 Sanlam Life Insurance Limited ACA Consultants Forum March 2019 till February 2020 Verifiable CPD activity 1.5
FPI190300114 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
East Rand Fund Provider Workshop March 2019 till February 2020 Verifiable CPD activity 1.5
FPI190300115 Milpark Education Investments (Class of Business) INVEST1-
OS
March 2019 till February 2020 Verifiable CPD activity 6
FPI190300116 Milpark Education Pension Fund Benefits (Class of
Business) PFBEN1-OS
March 2019 till February 2020 Verifiable CPD activity 6
FPI190300117 Milpark Education Short term: Commercial Lines (Class of
Business) STICL1-OS
March 2019 till February 2020 Verifiable CPD activity 9
FPI190300118 Milpark Education Long-term Insurance: awaiting correct
documents
March 2019 till February 2020 Verifiable CPD activity 11
FPI190300119 Milpark Education Forex Investment (Class of Business)
FORIN1-OS
March 2019 till February 2020 Verifiable CPD activity 4
FPI190300120 Milpark Education Structured Deposits March 2019 till February 2020 Verifiable CPD activity 6
FPI190300121 Milpark Education Short-term and Long-term deposits -
STLTD1-OS
March 2019 till February 2020 Verifiable CPD activity 7
FPI190300122 Milpark Education Short term: Personal Lines (Class of
Business) STIPL1-OS
March 2019 till February 2020 Verifiable CPD activity 6
FPI190300123 Milpark Education Health Services Benefits (HSBEN1-OS) 19, 20, 21, 27 February 2019 Verifiable CPD activity 7
FPI190300124 Discovery Central Services (Pty)
Ltd
Ensuring your clients have sufficient
maternity cover
29, 30, 31 January 04, 06, 07, 08, 11,
12 February 2019
Verifiable CPD activity 1.5
FPI190300125 Morningstar Investment
Management (Pty) Ltd
Managed Portfolio Report backs March 2019 till February 2020 Verifiable CPD activity 1
FPI190300126 Morningstar Investment
Management (Pty) Ltd
Portfolio Report backs March 2019 till February 2020 Verifiable CPD activity 1.5
FPI190300127 Associated Compliance SHA Automotive Liability Risks March 2019 till February 2020 Verifiable CPD activity 1.5
FPI190300128 Associated Compliance SHA Building Industry Liability Risks March 2019 till February 2020 Verifiable CPD activity 1.5
FPI190300129 Associated Compliance SHA Machinery Liability Risk Exposures March 2019 till February 2020 Verifiable CPD activity 1.5
FPI190300130 Associated Compliance SHA Hospitality Industry Liability Risk
Exposures
March 2019 till February 2020 Verifiable CPD activity 1.5
FPI190300131 Associated Compliance SHA Food Retail Liability Risk Exposures March 2019 till February 2020 Verifiable CPD activity 1.5
FPI190300132 Associated Compliance SHA Hardware Store Liability Risk
Exposures
March 2019 till February 2020 Verifiable CPD activity 1.5
FPI190300133 Associated Compliance SHA Garden Maintenance Liability Risk
Exposures
March 2019 till February 2020 Verifiable CPD activity 1.5
FPI190300134 Associated Compliance SHA Food & Beverage Business Liability
Risks
March 2019 till February 2020 Verifiable CPD activity 1.5
FPI190300135 Associated Compliance SHA Electrical Goods Manufacturing
Liability Risk Exposures
March 2019 till February 2020 Verifiable CPD activity 1.5
FPI190300136 Associated Compliance SHA Electrical Contractors Liability Risk
Exposures
March 2019 till February 2020 Verifiable CPD activity 1.5
FPI190300137 Associated Compliance SHA Consumer Appliance Business
Liability Risks
March 2019 till February 2020 Verifiable CPD activity 1.5
FPI190300138 Associated Compliance SHA Clothing Industry Liability Risks 27 March 2019 Verifiable CPD activity 1.5
FPI190300139 Associated Compliance SHA Automotive Liability Risks 28 March 2019 Verifiable CPD activity 1.5
FPI190300140 Bengeula Health Solutions (Pty)
Ltd
History of Health Funding in South
Africa
29 March 2019 Verifiable CPD activity 5.5
FPI190300141 Bengeula Health Solutions (Pty)
Ltd
Managed Care March 2019 till Feb 2020 Verifiable CPD activity 5.5
FPI190300142 Bengeula Health Solutions (Pty)
Ltd
Medical Scheme Product Design 21 February 2019 Verifiable CPD activity 5.5
FPI190300143 Momentum, a division of MMI
Holdings
Estate planning done right 01 March 2019 till 28 February 2020 Verifiable CPD activity 1
FPI190300144 PPS Academy, a division of PPS
Insurance (Pty) Ltd
2019 Budget Speech Review 01 March 2019 till 28 February 2020 Verifiable CPD activity 2
FPI190300145 PPS Academy, a division of PPS
Insurance (Pty) Ltd
Fundamentals of Financial Planning:
Risk Planning
06 March 2019 till 06 February 2020 Verifiable CPD activity 4.5
FPI190300146 PPS Academy, a division of PPS
Insurance (Pty) Ltd
Introduction to Business Assurance
Online Course
March 2019 to February 2020 Verifiable CPD activity 4
FPI190300147 PPS Academy, a division of PPS
Insurance (Pty) Ltd
Introduction to Business Assurance Face
to Face
04 December 2019 Verifiable CPD activity 5.5
FPI190300148 Sanlam Life Insurance Limited Consultants Training King IV March 2019 to February 2020 Verifiable CPD activity 2
FPI190300149 Sanlam Life Insurance Limited ACA Consultants Forum March 2019 to February 2020 Verifiable CPD activity 0.5
FPI190300150 Discovery Central Services (Pty)
Ltd
2019 Budget Speech 27 & 28 March 2019 Verifiable CPD activity 0.5
FPI190300151 Sanlam Life Insurance Limited Consultants Training Section 37C & 37D 22 February 2019 Verifiable CPD activity 2
FPI190300152 Sanlam Life Insurance Limited Business Assurance - The latest Court
Cases
18 March 2019 Verifiable CPD activity 2
FPI190300153 Sanlam Life Insurance Limited ACA and Simeka Consultants Forum March 2019 – October 2019 Verifiable CPD activity 1
FPI190300154 Investec Asset Management (Pty)
Ltd
Bloemfontein Advisor Workshop March 2019 till February 2020 Verifiable CPD activity 1.5
FPI190300155 Old Mutual Personal Finance Retirement Planning (Post retirement)
online 2019
March 2019 till February 2020 Verifiable CPD activity 6
FPI190300156 Octomate (Pty) Ltd CL: Motor Policy 25 - 27 March 2019 Verifiable CPD activity 3.5
FPI190300157 Octomate (Pty) Ltd CL: Transportation Policy 18 April 2019 Verifiable CPD activity 3.5
FPI190300158 South African Institute of
Stockbrokers
Equities Compliance Officers Training March 2019 till February 2019 Verifiable CPD activity 16.5
FPI190300159 Fundhouse Advisor (Pty) Ltd Meeting the challenge of Investor
Behaviour through Behavioural
17 April 2019 Verifiable CPD activity 7
FPI190300160 Sanlam Life Insurance Limited Supervision Going Forward March 2019 to February 2020 Verifiable CPD activity 4
FPI190300161 Fundhouse Advisor (Pty) Ltd Why ethical people do unethical things,
and what a financial planning business
can do about it
March 2019 to February 2020 Verifiable CPD activity 3
FPI190300162 Expert Advisor Accelerator (Pty)
Ltd
Client Engagement Sales & Training
Workshop 1
13 March 2019 Verifiable CPD activity 9.5
FPI190300163 Expert Advisor Accelerator (Pty)
Ltd
FNA Training and how to sell from the
FNA
11 April 2019 Verifiable CPD activity 7
FPI190300164 PSG Wealth Financial Planning
(Pty) Ltd
PSG Wealth Product and Platforms
Feedback Session
20 February 2019 Verifiable CPD activity 1
FPI190300165 Momentum, a division of MMI
Holdings
Funds at Work Session 04 March 2019 Verifiable CPD activity 1
FPI190300166 PSG Wealth Financial Planning
(Pty) Ltd
PSG Wealth Strategy Session 13 September 2018 14 September
2018 20 September 2018
Verifiable CPD activity 1.5
FPI190300167 Momentum, a division of MMI
Holdings
Advisory Workshop 29 January 2019 Verifiable CPD activity 1
FPI190300168 SAIFAA IFA SAIFAA Workshop 11, 12, 13, 14, 15 March 2019 Verifiable CPD activity 3.5
FPI190300169 Elite Wealth Management(Pty) Ltd Select Manager Investment Meeting March 2019 to February 2020 Verifiable CPD activity 2
FPI190300170 Ashburton Fund Managers
Proprietary Limited
Fixed Income & Equities Roadshow March 2019 to February 2020 Verifiable CPD activity 1
FPI190300171 Discovery Central Services (Pty)
Ltd
Invest Workshops 27 March 2019 Verifiable CPD activity 1
FPI190300172 Discovery Central Services (Pty)
Ltd
Saving for retirement: Retirement
annuity (RA) versus pension or
provident fund
March 2019 to February 2020 Verifiable CPD activity 1
FPI190300173 CFA Society South Africa Optimal Investment Decision-Making: A
Behavioural Perspective
13 March 2019 Verifiable CPD activity 0.5
FPI190300174
Asset TV (Pty) Ltd
Masterclass – MASTERING INDEX
TRACKING
31 January 2019 Verifiable CPD activity 1.5
FPI190300175 Momentum, a division of MMI
Holdings
IPAC Meeting 07 March 2019 Verifiable CPD activity 1
FPI190300176 Momentum, a division of MMI
Holdings
Momentum Consult KZN Quarterly
meeting
07 March 2019 Verifiable CPD activity 1.5
FPI190300177 Momentum, a division of MMI
Holdings
Momentum Consult Cape Provincial
Conference Long-term
27 February 2019 Verifiable CPD activity 6
FPI190300178 Momentum, a division of MMI
Holdings
Momentum Consult Cape Provincial
Conference Short-term
21 February 2019 Verifiable CPD activity 2.5
FPI190300179 PSG Wealth Financial Planning
(Pty) Ltd
PSG Wealth Solutions February 2019 March 2019 till February 2020 Verifiable CPD activity 1
FPI190300180 PSG Wealth Financial Planning
(Pty) Ltd
PSG Insure Strategy Session 21 February
2019
March 2019 till February 2020 Verifiable CPD activity 2
FPI180300181 Octomate (Pty) Ltd CL: Miscellaneous Policy 02 April 2019 03 April 2019 Verifiable CPD activity 3.5
FPI19040001 PSG Wealth Financial Planning
(Pty) Ltd
Fire Protection: Module 2 April 2019 to March 2020 Verifiable CPD activity 2
FPI19040002 Old Mutual Wealth Old Mutual Multi-Managers: Northwest April 2019 to March 2020 Verifiable CPD activity 0.5
FPI19040003 Milpark Education Advanced Employee Benefits & Tax April 2019 to March 2020 Verifiable CPD activity 7
FPI19040004 Milpark Education Employee Benefits Dispute Resolution 26 - 28 March 2019
02 April 2019
Verifiable CPD activity 1.5
FPI19040005 Milpark Education Employee benefits and Tax 18 March 2019 Verifiable CPD activity 2
FPI19040006 Old Mutual Wealth Insights Exchange – Mind the Behaviour
gap
01 April 2019 till 31 March 2020 Verifiable CPD activity 1.5
FPI19040007 Old Mutual Corporate KIC Start Sessions: An OM Perspective
on the Economic Outlook for 2019
1 April 2019 – 31 March 2020 Verifiable CPD activity 1
FPI19040008 Integrity Academy (Pty) Ltd Behaviours and Emotions in Financial
Planning
1 April 2019 – 31 March 2020 Verifiable CPD activity 4
FPI19040009 VAPS Consulting (Pty) Ltd Supervision-understanding the new
criteria
01 April 2019 till 31 March 2020 Verifiable CPD activity 1
FPI19040010 Integrity Academy (Pty) Ltd Regulatory Update 2019 16 April 2019 Verifiable CPD activity 6
FPI19040011 Milpark Education Employee Benefits: Risk and Structuring
of Risk Benefits EMBEN1-OS
01 April 2019 till 31 March 2020 Verifiable CPD activity 2
FPI19040012 CFA Society South Africa 2019 Election Preview - unpacking our
current political landscape
01 April 2019 till 31 March 2020 Verifiable CPD activity 1.5
FPI19040013 Milpark Education Employee Benefits and Client
Engagement EBCEN1-OS
01 April 2019 till 31 March 2020 Verifiable CPD activity 2
FPI19040014 Milpark Education Estate planning: Succession planning
for Businesses ESPBU1-OS
01 April 2019 till 31 March 2020 Verifiable CPD activity 2
FPI19040015 Milpark Education King IV and Retirement Funds KREFU1-
OS
05 April 2019 Verifiable CPD activity 2
FPI19040016 Milpark Education Managing risk in clients’ portfolios
MRCPO1-OS
01 April 2019 till 31 March 2020 Verifiable CPD activity 2
FPI19040017 Efficient Private Clients (Pty) Ltd The Market Call 01 April 2019 till 31 March 2020 Verifiable CPD activity 2.5
FPI19040018 Milpark Education Fundamentals of Business Interruption
Insurance
01 April 2019 till 31 March 2020 Verifiable CPD activity 2
FPI19040019 Milpark Education Global Investment Strategies 01 April 2019 till 31 March 2020 Verifiable CPD activity 1.5
FPI19040020 Milpark Education Investment Planning and the Economy 01 April 2019 till 31 March 2020 Verifiable CPD activity 2
FPI19040021 Milpark Education Investment Planning for Business
Owners
01 April 2019 till 31 March 2020 Verifiable CPD activity 2
FPI19040022 Milpark Education Investment Planning INPLA1-OS 01 April 2019 till 31 March 2020 Verifiable CPD activity 5.5
FPI19040023 Milpark Education Investment Planning Products IPLFP1-
OS
01 April 2019 till 31 March 2020 Verifiable CPD activity 4.5
FPI19040024 Milpark Education Ombud's cases and ethical
considerations
01 April 2019 till 31 March 2020 Verifiable CPD activity 2.5
FPI19040025 Milpark Education Pension Fund Regulations 01 April 2019 till 31 March 2020 Verifiable CPD activity 2
FPI19040026 Milpark Education Practice Management 25 April 2019 - 15 May 2019 Verifiable CPD activity 5.5
FPI19040027 Milpark Education Presentation Skills for Financial
Planners
01 April 2019 till 31 March 2020 Verifiable CPD activity 2
FPI19040028 FMI, a Division of Bidvest Life Claims 2019 Workshops – Discovering
sales opportunities through a claims
lens
01 April 2019 till 31 March 2020 Verifiable CPD activity 1
FPI19040029 Integrity Academy (Pty) Ltd Roadmap to financial wellness for your
client
19 April 2019 Verifiable CPD activity 6
FPI19040030 Milpark Education Regulation 28 and in-fund investments 01st April 2019 - 31
st March 2020 Verifiable CPD activity 2
FPI19040031 Schroder’s Unit Trusts Limited Schroder Economy Update 27, 28, 02, 04 & 5 March /April –
Quorum
26, 3, 4, & 16 March and April –
Verifiable CPD activity 1
FPI19040032 ICS Academy (Pty) Ltd Marketing and Advertising – An
overview in the context of FAIS and
CISCA - 2019
26 March 2019 Verifiable CPD activity 1.5
FPI19040033 Stanlib Wealth Management (Pty)
Ltd
STANLIB Quorum and Investment
Centres and Boardroom Lunches
01 April 2019 till 31 March 2020 Verifiable CPD activity 0.5
FPI19040034 Stanlib Wealth Management (Pty)
Ltd
INN8 Practice Management
Development Session Johannesburg
01 April 2019 till 31 March 2020 Verifiable CPD activity 1.5
FPI19040035 Milpark Education Medical Scheme Performance 01 April 2019 till 31 March 2020 Verifiable CPD activity 2
FPI19040036 Milpark Education Retirement Fund Governance 01 April 2019 till 31 March 2020 Verifiable CPD activity 2
FPI19040037 Milpark Education Risk and Business Assurance 01 April 2019 till 31 March 2020 Verifiable CPD activity 5.5
FPI19040038 Milpark Education Retirement Fund Risk Management 01 April 2019 till 31 March 2020 Verifiable CPD activity 2
FPI19040039 Milpark Education Risk Management Considerations for a
Financial Planning Practice
01 April 2019 till 31 March 2020 Verifiable CPD activity 2
FPI19040040 Milpark Education Tax Planning for Businesses 01 April 2019 till 31 March 2020 Verifiable CPD activity 2.5
FPI19040041 Milpark Education The Investor and Investment Planning 05 March 2019 Verifiable CPD activity 5.5
FPI19040042 Milpark Education Umbrella funds options, including
costing
01 April 2019 till 31 March 2020 Verifiable CPD activity 2
FPI19040043 PSG Wealth Financial Planning
(Pty) Ltd
PSG Elite Purposeful Portfolios 01 April 2019 till 31 March 2020 Verifiable CPD activity 3.5
FPI19040044 Octomate (Pty) Ltd Cyber Insurance Master Class 06 March 2019 - 06 February 2020 Verifiable CPD activity 2.5
FPI19040045 Octomate (Pty) Ltd Business Interruption Beginners Class 18 October 2018 - 17 September 2019 Verifiable CPD activity 2.5
FPI19040046 Centre for Professional
Development
Investing for the medium term
(Momentum)
22 February 2019 Verifiable CPD activity 4
FPI19040047 Circulus Online Business Assurance Session Privee November & December 2019 Verifiable CPD activity 3
FPI19040048 Alexander Forbes Financial
Planning Consultants (Pty) Ltd
The Forum Q1 04 March 2019 Verifiable CPD activity 3
FPI19040049 Morningstar Investment
Management (Pty) Ltd
Portfolio Reportbacks Q3 01 February 2019 - 31 January 2020 Verifiable CPD activity 1.5
FPI19040050 Momentum, a division of MMI
Holdings
Advisory Workshop 01 February 2019 - 31 Janusry 2020 Verifiable CPD activity 2
FPI19040051 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
Allan Gray 2019 - Basic Tax workshop 09 November 2018 Verifiable CPD activity 1.5
FPI19040052 Alexander Forbes Financial
Planning Consultants (Pty) Ltd
Customer Care Workshop 01 March 2019 till 28 February 2020 Verifiable CPD activity 5
FPI19040053 ABSA Group Limited Absa Asset Managers- Fixed Income
Conference
01 & 02 August 2018 till 31 May 2019 Verifiable CPD activity 2
FPI19040054 PPS Academy, a division of PPS
Insurance (Pty) Ltd
Sales Resilience Course 26th & 27th September 2018 till 31
May 2019
Verifiable CPD activity 13
FPI19040055 Fundhouse Advisor (Pty) Ltd ASISA IFA Practice Management
Programme – Module 3
How you service your clients
01 March 2019 – 28 February 2020 Verifiable CPD activity 14
FPI19040056 Fundhouse Advisor (Pty) Ltd Event name ASISA IFA Practice
Management Programme - Module Four:
Your
09 April 2019 Verifiable CPD activity 12.5
FPI19040057
Asset TV (Pty) Ltd
Masterclass – Appropriateness of
Smooth Bonus Portfolios as part of a
Pension Fund Investment Strategy
14th & 15th November 2018 till 31
May 2019
Verifiable CPD activity 1
FPI19040058 Glacier Financial Holdings (Pty)
Ltd
Prescient Investment Presentation 28 September 2019 Verifiable CPD activity 2
FPI19040059 Fundhouse Advisor (Pty) Ltd ASISA IFA Practice Management
Programme – Module 5
April 2019 to March 2020 Verifiable CPD activity 12.5
FPI19040060 Sanlam Life Insurance Limited ACA Consultants Forum 28 September
2018
01 April 2019 till 31 March 2020 Verifiable CPD activity 1
FPI19040061 Momentum, a division of MMI
Holdings
Estate Planning for Professionals 2019 01 April 2019 till 31 March 2020 Verifiable CPD activity 9.5
FPI19040062 Octomate (Pty) Ltd Commercial Claims for businesses 01 April 2019 till 31 March 2020 Verifiable CPD activity 2.5
FPI19040063 Octomate (Pty) Ltd Motor Fleet Management Intermediate
Class
01 April 2019 till 31 March 2020 Verifiable CPD activity 2.5
FPI19040064 Octomate (Pty) Ltd CL: Liability Policy 01 April 2019 till 31 March 2020 Verifiable CPD activity 3.5
FPI19040065 Octomate (Pty) Ltd CL: Property Policy 09 April 2019 Verifiable CPD activity 3.5
FPI19040066 Alexander Forbes Financial
Planning Consultants (Pty) Ltd
Financial Planning Worksh89 04, 06, 07, 11, 12, 14, 15 March 2019 Verifiable CPD activity 6.5
FPI19040067 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
Unpacking Retirement Fund Death
Benefit
15 April till 17 April 2019 Verifiable CPD activity 2
FPI19040068 PSG Wealth Financial Planning
(Pty) Ltd
PSG Wealth Work sessions 06 March - 08 March 2019
11 March 2019 12 March 2019
08 April 2019
Verifiable CPD activity 3.5
FPI19040069 The Eventful Group Mastering SAP Financials 09 April 2019 Verifiable CPD activity 8
FPI19040070 Momentum, a division of MMI
Holdings
Momentum Partnership Connection Mini-
Launch
01st May 2019 – 30th April 2020 Verifiable CPD activity 0.5
FPI19040071 ABSA Group Limited KZN Quarter 1 Investments Insights 15 February 2019 Verifiable CPD activity 1
FPI19040072 Allegiance Consulting (Pty) Ltd Ethics Workshop 28th & 29th January 2019 Verifiable CPD activity 5
FPI19040073 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
Offshore Update 01 June 2018 to 30 May 2019 Verifiable CPD activity 2
FPI19040074 ICTS Legal Services (Pty) Ltd NMG Legal Services Forum 01 June 2019 to 31 May 2020 Verifiable CPD activity 9
FPI19040075 Novia One Group (Pty) Ltd Fintech & Digital Disruption in the
Financial Industry
31 August 2018 and 1 September 2018 Verifiable CPD activity 11
FPI19040076 Novia One Group (Pty) Ltd Fintech & Digital Disruption in the
Financial Industry
24 April 2019 till 23 April 2020 Verifiable CPD activity 11
FPI19040077 Captains & Coaches (Pty) Ltd Sasfin Strategic Planning Session 01 April 2019 till 31 April 2020 Verifiable CPD activity 10
FPI19040078 The Institute of Health Risk
Managers (Pty) Ltd
Medical scheme complaint resolution 01 March till 31 March 2019 Verifiable CPD activity 1.5
FPI19040079 The Institute of Health Risk
Managers (Pty) Ltd
Medical Schemes Underwriting 2019 01 April 2019 till 31 April 2020 Verifiable CPD activity 1.5
FPI19040080 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
Group coaching session module 4 01 April 2019 till 31 April 2020 Verifiable CPD activity 2
FPI19040081 The Institute of Health Risk
Managers (Pty) Ltd
Prescribed minimum benefits
2019/2020
29 March 2019 Verifiable CPD activity 2.5
FPI19040082 The Institute of Health Risk
Managers (Pty) Ltd
The healthcare market and
demarcation regulations
27 March 2019 – 27 March 2020 Verifiable CPD activity 1.5
FPI19040083 Momentum, a division of MMI
Holdings
Central Regional Workshop – Welcome
to the art of financial wellness
01 April 2019 till 31 March 2020 Verifiable CPD activity 3.5
FPI19040084 Circulus Online Business Assurance 2019 26 March 2019 to 26 February 2020 Verifiable CPD activity 5
FPI19040085 Associated Compliance Hollard Life Underwriting Trends Road
Show
01 March - 31 March 2019 Verifiable CPD activity 1.5
FPI19040086 The Standard Bank of South Africa Emigration and Offshore Trusts Training 25 May 2019 Verifiable CPD activity 2
FPI19040087 Liberty Group Limited MOL March 2019 08th April 2019 – 07th March 2020 Verifiable CPD activity 1.5
FPI19040088 Associated Compliance SAUMA Conference 2019 01 April 2019 till 31 March 2020 Verifiable CPD activity 4
FPI19040089 Liberty Group Limited Investing Masterclass Great North 01 April 2019 till 31 March 2020 Verifiable CPD activity 4
FPI19040090 Associated Compliance Regulatory Update Workshop 04 & 05 October 2018 Verifiable CPD activity 2.5
FPI19040091 Associated Compliance InsuranceZone Record of Advice
Training
29 April 2019 Verifiable CPD activity 3
FPI19040092 Associated Compliance SCOR Annual Conference 2018 17 April 2019 Verifiable CPD activity 6.5
FPI19040093 Prudential Portfolio Managers Unit
Trusts Limited
Bribery, fraud & Corruption at Bosasa 14th February 2019 - 14th Janusry
2020
Verifiable CPD activity 3
FPI19040094 Foord Asset Management (Pty) Ltd Eastern Cape Investment Summit 15 April 2019 till 15 March 2020 Verifiable CPD activity 5
FPI19040095 Centre for Professional
Development
Onlince Course: Regulation 28 9 – 11 April 2019 Verifiable CPD activity 1.5
FPI19040096 Infinitus Risk Management Service
(Pty) Ltd
TCF Program 01 April 2019 - 01 March 2020 Verifiable CPD activity 6.5
FPI19040097 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
45 years of investing with Allan Gray 08 April 2019 Verifiable CPD activity 2
FPI19040098 Sanlam Life Insurance Limited Consultants training Rules 06 March 2019 Verifiable CPD activity 2
FPI19040099 Prudential Portfolio Managers Unit
Trusts Limited
Mapping the Market’s Mind – The
Turkish Lira Case Study
4th April 2019 Verifiable CPD activity 1
FPI190400100 Boutique Collective Investments BCI Fairtree Presentation 01 April - 03 April 2019
05 April 2019
Verifiable CPD activity 1.5
FPI190400101 Novia One Group (Pty) Ltd Invest Management 01st April 2019 – 31
st March 2020 Verifiable CPD activity 2
FPI190400102 Old Mutual International SA Old Mutual International Symposium 20 February 2019 Verifiable CPD activity 2
FPI190400103 Old Mutual Personal Finance Personal Income Tax 01st April 2019 – 31st March 2020 Verifiable CPD activity 8.5
FPI190400104 ICTS Legal Services (Pty) Ltd Allan Gray Legal Forum 6, 15, 21, 22, 25 June 2018
10, 12 July 2018
6, 7, 8, 14, 22, 23, 31 August 2018
Verifiable CPD activity 2
FPI190400105 Centre for Professional
Development
Online Course Investment Planning and
the Economy
01st January 2019 – 31
st December
2019
Verifiable CPD activity 2
FPI190400106 The Standard Bank of South Africa Retirement planning workshop 19 September 2019 Verifiable CPD activity 3
FPI190400107 University of the Free State Financial Coaching 01st April 2019 - 01st March 2020 Verifiable CPD activity 23.5
FPI190400108 Old Mutual Personal Finance KZN Top Achievers Engagement session 02 February 2019 Verifiable CPD activity 1.5
FPI190400109 Discovery Central Services (Pty)
Ltd
Business Insurance:Property class 15th and 16th of April 2019 Verifiable CPD activity 2.5
FPI190400110 Momentum, a division of MMI
Holdings
Employee Relationship Workshop 01 April 2019 till 31 March 2020 Verifiable CPD activity 5
FPI190400111 Cinnabar Investment Management
(Pty) Ltd
Cinnabar Quarterly Investment
Committee Meeting
26th March 2019 Verifiable CPD activity 2
FPI190400112 Estate Experts Fiduciary Services
(Pty) Ltd
Holistic Estate Planning Refresher
(Model)
31st January 2019 – 31
st January 2020 Verifiable CPD activity 3
FPI190400113 Glacier Financial Holdings (Pty)
Ltd
Glacier International Asset Manager Day 27 March 2019 till 26 March 2020 Verifiable CPD activity 3
FPI190400114 Centre for Professional
Development
Online Course: Retirement Funds and
Risk Management
April 2019 to March 2020 Verifiable CPD activity 2
FPI190400115 Sanlam Life Insurance Limited Glacier Government Employees Pension
Fund Session
01st April 2019 – 31
st March 2020 Verifiable CPD activity 2
FPI190400116 CFA Society South Africa JSE Bond Market reform - Taming the
Sharks with Andrew Canter, CFA
13 Feb, 14 Feb, 20 March 2019 Verifiable CPD activity 0.5
FPI190400117 Sanlam Sky Business Ethics 08 March till 15 March 2019 Verifiable CPD activity 4.5
FPI190400118 Momentum, a division of MMI
Holdings
Economic Overview & Market Overview
and Momentum Consult Focus Fund
Solutions feedback
11 January 2019 – 11 December 2019 Verifiable CPD activity 1
FPI190400119 Alexander Forbes Financial
Services (Pty) Ltd
Hot Topics Q1 04 March till 15 March 2019 Verifiable CPD activity 3.5
FPI190400120 Centre for Professional
Development
Fundamentals of business interruption
fundamentals
15 May 2019 Verifiable CPD activity 2
FPI190400121 PSG Wealth Financial Planning
(Pty) Ltd
PSG Insure Work sessions 01 April 2019 till 31 March 2020 Verifiable CPD activity 2.5
FPI190400122 Sygnia Asset Management Sygnia Roadshow 26 January 2019 Verifiable CPD activity 1.5
FPI190400123 CFA Society South Africa The role of pension
boards&investments committee
11 & 12 April 2019 Verifiable CPD activity 1.5
FPI190400124 Analytics Consulting (Pty) Ltd RDR Update & Presentation 11 April 2019 & 13 June 2019 Verifiable CPD activity 2
FPI190400125 Salesguru Holdings Proprietary
Limited
Management Coaching for Financial
Planner Managers 1 day Training
Program
01 April 2019 till 31 March 2020 Verifiable CPD activity 4.5
FPI190400126 Stanlib Wealth Management (Pty)
Ltd
STANLIB Listed Property Presentation April 2019 to March 2020 Verifiable CPD activity 2.5
FPI190400127 Natsure (Pty) Ltd Nature Transforming Insurance Broker
Training Roadshow
20th
& 21st May 2019 Verifiable CPD activity 4
FPI190400128 Milpark Education Divorce and Estate planning 04 April 2019 Verifiable CPD activity 2
FPI190400129 PPS Financial Planning, a division
of PPS Insurance Company Limited
Ethics Workshop April 2019 to March 2020 Verifiable CPD activity 6
FPI190400130 Boutique Collective Investments BCI Global Investment Conference 2019 01st April 2019 – 01
st April 2020 Verifiable CPD activity 5
FPI190400131 Momentum, a division of MMI
Holdings
Momentum Consult Short Term
Workshop
April 2019 to March 2020 Verifiable CPD activity 2.5
FPI190400132 Moonstone Business School of
Excellence (Pty) Ltd
Fundamentals of income tax and
capital gains tax
15 April 2019 – 15 April 2020 Verifiable CPD activity 6.5
FPI190400133 University of the Free State Employee Benefits 16 April 2019 – 15 April 2020 Verifiable CPD activity 22.5
FPI190400134 Moonstone Business School of
Excellence (Pty) Ltd
Understanding, reading and
interpreting financial statements
17 April 2019 – 15 April 2020 Verifiable CPD activity 4.5
FPI190400135 Ray Strodl Consulting (Pty) Ltd Changes in Financials and Twin peaks April 2019 to March 2020 Verifiable CPD activity 2.5
FPI190400136 Ray Strodl Consulting (Pty) Ltd Current Affairs and Risk for Investment
Advice
01st April 2019 – 01
st April 2020 Verifiable CPD activity 2.5
FPI190400137 Ray Strodl Consulting (Pty) Ltd FAIS Update and new Requirements 04th April 2019 Verifiable CPD activity 2.5
FPI190400138 Moonstone Business School of
Excellence (Pty) Ltd
Business Continuity Planning 03 April 2019 Verifiable CPD activity 2.5
FPI190400139 Sanlam Life Insurance Limited Consultants Training – Section 14
Transfers
06th March 2019 Verifiable CPD activity 2
FPI190400140 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
Tools Training Workshop 12 April 2019 Verifiable CPD activity 2
FPI190400141 Stanlib Wealth Management (Pty)
Ltd
INN8 Michelle Hoskin Webinar 02 April - 03 April 2019 Verifiable CPD activity 2
FPI190400142 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
Allan Gray Update March 2019 13th & 14th February 2019 Verifiable CPD activity 1
FPI190400143 Coronation Asset Management
(Pty) Ltd
Coronation Minority View – Bi - Annual
Event
14 February 2019 till 14 February 2020 Verifiable CPD activity 2.5
FPI190400144 Sanlam Life Insurance Limited Broker Sanfin Training 31 January 2019 till 31 January 2020 Verifiable CPD activity 11.5
FPI190400145 Fundhouse Advisor (Pty) Ltd ASISA IFA Practice Management
Programme – Module 6
01 February 2019 till 31 Jan 2020 Verifiable CPD activity 13
FPI190400146 Centre for Professional
Development
Regulation 28 and in-fund investments 01 February 2019 till 31 Jan 2020 Verifiable CPD activity 2
FPI190400147 Centre for Professional
Development
Divorce and Estate planning 12th
April 2019 – 12th
April 2020 Verifiable CPD activity 2
FPI190400148 Elite Wealth Management(Pty) Ltd Elite Wealth Administration Software
Training
14th
May 2019 – 07th
June 2019 Verifiable CPD activity 4
FPI190400149 Elite Wealth Management(Pty) Ltd Elite Wealth Financial Planning
Software Training
06 May 2019 – 06 May 2020 Verifiable CPD activity 4.5
FPI190400150 Analytics Consulting (Pty) Ltd Conflict of Interests Update and
Presentation
01st April 2019 – 01
St April 2020 Verifiable CPD activity 1.5
FPI190400151 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
Allan Gray Business Update &
Investment Update
07th
May 2019 – 16th
May 2019 Verifiable CPD activity 2
FPI190400152 Sanlam Life Insurance Limited CPD Masterclass IV 2019 24th
April 2019 – 28th
May 2019 Verifiable CPD activity 4
FPI190400153 PPS Academy, a division of PPS
Insurance (Pty) Ltd
Fundamentals of Financial Planning:
Retirement Planning
March 2019 to April 2020 Verifiable CPD activity 7
FPI190400154 Compli-Serve SA (Pty) Ltd Conduct of Business returns, Conduct of
Financial Institutions Bill and the
Fintech Impact of Financial Services
29 March 2019 Verifiable CPD activity 3
FPI190400155 Infinitus Risk Management Service
(Pty) Ltd
Operational Ability Requirements, The
Key Individuals Responsibilities
April 2019 – October 2019 Verifiable CPD activity 2
FPI190400156 Sanlam Life Insurance Limited Private Client Investment Committee 06 May 2019 Verifiable CPD activity 1.5
FPI190400157 Momentum, a division of MMI
Holdings
Momentum Consult Inland Workshop 01 April 2019 till 31 March 2020 Verifiable CPD activity 4.5
FPI190400158 Old Mutual Personal Finance Business Assurance online: personal
finance
01 April 2019 till 31 March 2020 Verifiable CPD activity 7.5
FPI190400159 Moonstone Business School of
Excellence (Pty) Ltd
The Trust Dilemma 31 January 2019 till 31 January 2020 Verifiable CPD activity 5
FPI190400160 PPS Academy, a division of PPS
Insurance (Pty) Ltd
Class of Business Training: Short-term
Insurance Personal Lines
11 January 2019 till 11 January 2020 Verifiable CPD activity 9.5
FPI190400161 PPS Academy, a division of PPS
Insurance (Pty) Ltd
Class of Business Training: Short-term
Commercial Lines
01 April 2019 - 01 April 2020 Verifiable CPD activity 9
FPI190400162 Centre for Professional
Development
Managing risk in clients’ portfolios 31 January 2019 till 31 January 2020 Verifiable CPD activity 2
FPI190400163 Centre for Professional
Development
Investment Planning Products May 2019 Verifiable CPD activity 4.5
FPI190400164 Sanlam Sky Entrepreneurship 15 February 2019 Verifiable CPD activity 3
FPI190400165 Centre for Professional
Development
Online Course: Practice Management 11 April 2019 till 10 April 2020 Verifiable CPD activity 5.5
FPI19040166 Rezco Investment Council (Pty) Ltd REZCO Review May 2019 28 & 29 March 2019 Verifiable CPD activity 1.5
FPI190400167 ICTS Legal Services (Pty) Ltd Marsh Legal Forum 01st April 2019 – 01
st April 2020 Verifiable CPD activity 2
FPI190400168 Glacier Financial Holdings (Pty)
Ltd
GEPF Retirement Planning Workshop 01st April 2019 – 01
st April 2020 Verifiable CPD activity 1.5
FPI190400169 Glacier Financial Holdings (Pty)
Ltd
Glacier Midlands Investment Summit 29 March 2019 Verifiable CPD activity 8
FPI190400170 Discovery Central Services (Pty)
Ltd
South Africa’s economy impacted by
global events
01st April 2019 – 01st April 2020 Verifiable CPD activity 1
FPI190400171 CFA Society South Africa Local and Global insights on Trends
within the private Market Industry
08 & 09 May 2019 Verifiable CPD activity 0.5
FPI190400172 Sanlam Life Insurance Limited ACA & Simeka Consultants Forum 29
March 2019
19 February 2019 Verifiable CPD activity 2.5
FPI190400173 Discovery Central Services (Pty)
Ltd
ASISA standard on retirement savings
cost disclosure
06 March 2019 Verifiable CPD activity 1.5
FPI190400174 PSG Wealth Financial Planning
(Pty) Ltd
PSG Conference 2019 01 April 2019 till 31 March 2020 Verifiable CPD activity 7
FPI190400175 ICTS Legal Services (Pty) Ltd ICTS Legal Services Monthly Legal
Forum – February 2019
01 April 2019 till 31 March 2020 Verifiable CPD activity 2
FPI190400176 ICTS Legal Services (Pty) Ltd ICTS Legal Services – Ensimini Financial
Services
01 April 2019 till 31 March 2020 Verifiable CPD activity 5.5
FPI190400177 Discovery Central Services (Pty)
Ltd
Extending the normal retirement age in
occupational
defined contribution funds in South
27th
– 28th
March 2019 Verifiable CPD activity 2
FPI190400178 Discovery Central Services (Pty)
Ltd
An in depth look at car insurance
premiums
01 April 2019 till 31 March 2020 Verifiable CPD activity 2
FPI190400179 Discovery Central Services (Pty)
Ltd
The importance of global cover 01st April 2019 – 01
st April 2020 Verifiable CPD activity 2
FPI190400180 Centre for Professional
Development
Assupol Customized Training 30 April 2019 - 30 April 2020 Verifiable CPD activity 8
FPI190400181 Discovery Central Services (Pty)
Ltd
Why short-term insurance claims may
get rejected
01 April 2019 till 31 March 2020 Verifiable CPD activity 1.5
FPI190400182 Alexander Forbes Financial
Planning Consultants (Pty) Ltd
Ethics Workshop 30 April 2019 - 30 April 2020 Verifiable CPD activity 5
FPI190400183 Circulus Online Fundamentals of Trusts 07 Janary 2019 till 07 January 2020 Verifiable CPD activity 1.5
FPI190400184 Alexander Forbes Financial
Planning Consultants (Pty) Ltd
Success Basics in Sales 01st June 2019 - 01st June 2020 Verifiable CPD activity 8
FPI190400185 Centre for Professional
Development
2019 Webinar: Tax Efficient estate
planning
09 April 2019 till 09 April 2020 Verifiable CPD activity 1.5
FPI190400186 Centre for Professional
Development
Online Course: Risk Management:
Considerations for Financial Planning
Practice
25 july 2019 - 25 july 2020 Verifiable CPD activity 2
FPI190400187 Centre for Professional
Development
2019 Webinar: Office updates from the
tax ombud
03rd June 2019 - 03rd June 2020 Verifiable CPD activity 1.5
FPI190400188 NBC Holdings (Pty) Ltd FICA Awareness 01 April 2019 till 31 March 2020 Verifiable CPD activity 6
FPI190400189 Centre for Professional
Development
2019 Webinar: Social media nad the law 03 May 2019 Verifiable CPD activity 1.5
FPI190400190 Centre for Professional
Development
2019 Webinar: Economic Update 1 17 April 2019 till 17 April 2020 Verifiable CPD activity 1.5
FPI19050001 ASISA Academy Ethics Workshop 01 may 2019 - 01 may 2020 Verifiable CPD activity 3.5
FPI19050002 Old Mutual Investment Group (Pty)
Ltd
Webinar: South African markets looking
beyond the elections
2 may 2019 - 01 may 2020 Verifiable CPD activity 1
FPI19050003 Centre for Professional
Development
The Investor and Investment Planning 3 may 2019 - 01 may 2020 Verifiable CPD activity 5
FPI19050004 Momentum, a division of MMI
Holdings
Retirement at retirement -Workshop 1 2nd May 2019 – 15th May 2019 Verifiable CPD activity 2
FPI19050005 Momentum, a division of MMI
Holdings
Retirement at retirement -Workshop 2 April 2019 - March 2020 Verifiable CPD activity 1.5
FPI19050006 Momentum, a division of MMI
Holdings
Retirement at retirement -Workshop 3 April 2019 Verifiable CPD activity 1.5
FPI19050007 PPS Investments (Pty) Ltd Discretionary Fund Manager Investment
Session
1 May 2019 – 5 May 2020 Verifiable CPD activity 1
FPI19050008
Asset TV (Pty) Ltd
Masterclass – Global Equities 02 April 2019 & 03 April 2019 Verifiable CPD activity 1
FPI19050009 Oasis Group Holdings (Pty) LTd Oasis IFA Roadshow 13 February 2019 Verifiable CPD activity 1.5
FPI19050010 VAPS Consulting (Pty) Ltd The internet of things in insurance 13 February 2019 Verifiable CPD activity 1
FPI19050011 Fundhouse Advisor (Pty) Ltd ASISA IFA Practice Management
Programme – Module 1
11 February 2019 Verifiable CPD activity 14
FPI19050012 Investec Asset Management (Pty)
Ltd
Vunani Fixed Income Roadshow 02 May 2019 Verifiable CPD activity 1
FPI19050013 Investec Asset Management (Pty)
Ltd
Investec Budget Economic Update 01 May 2019 till 31 April 2020 Verifiable CPD activity 1
FPI19050014 Sanlam Life Insurance Limited Healthcare Industry Training 01 May 2019 till 31 April 2020 Verifiable CPD activity 1
FPI19050015 Noble Private Portfolios (Pty) Ltd Noble Private Portfolios Investment
Seminar
08-Feb-19 Verifiable CPD activity 6.5
FPI19050016 Discovery Central Services (Pty)
Ltd
Introduction to Ethics 30 November 2019 Verifiable CPD activity 1
FPI19050017 Infinitus Risk Management Service
(Pty) Ltd
National Credit Act (NCA) April 2018 to March 2020 Verifiable CPD activity 6
FPI19050018 Investec Asset Management (Pty)
Ltd
Deutsche Bank Sa Economic Outlook 11-Jan-19 Verifiable CPD activity 1
FPI19050019 Investec Asset Management (Pty)
Ltd
HSBC Africa Conference 25 April 2019 till 25 April 2019 Verifiable CPD activity 4.5
FPI19050020 Moonstone Business School of
Excellence (Pty) Ltd
Introduction to Fintech 06 May 2019 till 05 May 2019 Verifiable CPD activity 3
FPI19050021 Investec Asset Management (Pty)
Ltd
ABSA Roadshow - Macroeconomic
forecasts for SA
10 May 2019 Verifiable CPD activity 1
FPI19050022 Masthead (Pty) Ltd Regulatory Update – Know the Impact 19 March 2019 Verifiable CPD activity 3
FPI19050023 Ray Strodl Consulting (Pty) Ltd Tax Updates and budget 2020 16 July 2019 Verifiable CPD activity 2
FPI19050024 Efficient Private Clients (Pty) Ltd The Market Call - 10 May 2019 14 May 2019 16 May 2019 Verifiable CPD activity 2.5
FPI19050025 Elite Wealth Management(Pty) Ltd Select Manager Investment Meeting 26 - 27 March 2019 Verifiable CPD activity 1.5
FPI19050026 Centre for Professional
Development
Practice Management Masterclass 01 March 2019 – 01March 2020 Verifiable CPD activity 3
FPI19050027 Last Word Media (UK) Ltd International Adviser International
Investment Forum South Africa
20-Feb-19 Verifiable CPD activity 2
FPI19050028 Wealth Associates South Africa
(Pty) Ltd
Wealth Associates Investment Forum
and Pitstop
18-Feb-19 Verifiable CPD activity 5.5
FPI19050029 Old Mutual Personal Finance Conduct of Financial Institution Bill 18 April 2019 Verifiable CPD activity 2.5
FPI19050030 Investec Asset Management (Pty)
Ltd
Arqaam SA Healthcare and
Pharmacueticals
27 May 2019 Verifiable CPD activity 1
FPI19050031 Investec Asset Management (Pty)
Ltd
Arqaam Telecommunications Overview 01 May 2019 till 30 April 2020 Verifiable CPD activity 1
FPI19050032 Glacier Financial Holdings (Pty)
Ltd
Default regulations and managing
investor behaviour
01 May 2019 till 30 April 2020 Verifiable CPD activity 1.5
FPI19050033 Insurance Publications Creating Opportunities in the EB Space 12 March 2019 Verifiable CPD activity 2
FPI19050034 At Work Internet Software
Solutions
CRM Training 06 May 2019 till 05 May 2019 Verifiable CPD activity 5.5
FPI19050035 At Work Internet Software
Solutions
FNA Training 06 May 2019 till 05 May 2019 Verifiable CPD activity 5.5
FPI19050036 Stanlib Wealth Management (Pty)
Ltd
STANLIB Economic Update 12 April 2019 Verifiable CPD activity 2
FPI19050037 Ray Strodl Consulting (Pty) Ltd POPI 01 May 2019 till 30 April 2020 Verifiable CPD activity 2
FPI19050038 Ray Strodl Consulting (Pty) Ltd Change in Financial Services Industry –
Technology
01 May 2019 till 30 April 2020 Verifiable CPD activity 2
FPI19050039 Centre for Professional
Development
Momentum Webinar: Global and local
macroeconomic outlook
11 March 2019 Verifiable CPD activity 4
FPI19050040 Moonstone Business School of
Excellence (Pty) Ltd
Risk Planning Fundamentals 2 May 2019 till 30 April 2020 Verifiable CPD activity 5
FPI19050041 Moonstone Business School of
Excellence (Pty) Ltd
Investment Planning Fundamentals 01 May 2019 till 30 April 2020 Verifiable CPD activity 3
FPI19050042 Sanlam Life Insurance Limited Healthcare Industry Training 11 March
2019
01 May 2019 till 30 April 2020 Verifiable CPD activity 1
FPI19050043 Moonstone Business School of
Excellence (Pty) Ltd
Fundamentals of Estate Planning 13 amy 2019 till 01 June 2019 Verifiable CPD activity 6
FPI19050044 Investec Asset Management (Pty)
Ltd
IAM InPerspective Forum 2019 31st January 2019 Verifiable CPD activity 6
FPI19050045 Moonstone Business School of
Excellence (Pty) Ltd
Customer service and building client
relationships
04th April 2019 Verifiable CPD activity 4.5
FPI19050046 Moonstone Business School of
Excellence (Pty) Ltd
Fundamentals of Business Assurance 09 - 16 April 2019 Verifiable CPD activity 6
FPI19050047 Discovery Central Services (Pty)
Ltd
PPD May 2019 till March 2020 Verifiable CPD activity 1
FPI19050048 Investec Asset Management (Pty)
Ltd
HSBC Equity Roadshow May 2019 till April 2020 Verifiable CPD activity 1
FPI19050049 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
Offshore Update May 2019 till April 2020 Verifiable CPD activity 1.5
FPI19050050 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
Behavioural Coaching Module 5 May 2019 till April 2020 Verifiable CPD activity 7
FPI19050051 Bridge Fund Managers (Pty) Ltd 2019: Risks and Opportunities for pre-
retirement savings. Be prepared for
both!
02 April 2019 03 April 2019
04 April 2019
Verifiable CPD activity 0.5
FPI19050052
Asset TV (Pty) Ltd
Annuity Strategy and Retirement
Benefit Counselling
01st May 2019 – 01
st May 2020 Verifiable CPD activity 1.5
FPI19050053 Masthead (Pty) Ltd Risk/Estate Planning Course 01st May 2019 – 01
st May 2020 Verifiable CPD activity 1
FPI19050054 Masthead (Pty) Ltd The Fundamentals of POPI 2019 07th May 2019 Verifiable CPD activity 3
FPI19050055 OUTsurance Insurance Company General Short-term Insurance
Underwriting
January 2018 till December 2018 Verifiable CPD activity 6
FPI19050056 Elite Wealth Management(Pty) Ltd Knowledge Hub April 2019 November till December 2018 Verifiable CPD activity 1.5
FPI19050057 Sanlam Sky Understanding Budgets and Financial
Reports
November 2018 Verifiable CPD activity 4.5
FPI19050058 Sanlam Sky Financial Planning Basics May 2019 till 30 April 2020 Verifiable CPD activity 7.5
FPI19050059 Sanlam Life Insurance Limited Glacier Government Employees Pension
Fund Session
May 2019 till 30 April 2020 Verifiable CPD activity 2
FPI19050060 PSG Wealth Financial Planning
(Pty) Ltd
Investment Meetings 10 June 2019 - 11 May 2020 Verifiable CPD activity 0.5
FPI19050061 Goldman Sachs International Compliance Training 26 April 2019 Verifiable CPD activity 1
FPI19050062 Goldman Sachs International 2018 Raising Suspicious Activity
Awareness
22 May 2019 Verifiable CPD activity 1.5
FPI19050063 Sanlam Sky Treating Customers Fairly May 2019 till 30 April 2020 Verifiable CPD activity 2.5
FPI19050064 Sanlam Sky Fundamentals of Financial Advisory 07 & 08 March 2019 Verifiable CPD activity 2
FPI19050065 Cadiz Funds (Pty) Ltd he Forum Monday Morning Training
Discussion Sessions
13 February 2019 Verifiable CPD activity 2.5
FPI19050066 Alexander Forbes Financial
Services (Pty) Ltd
Junior Consultants workshop - April
2019
12th April 2019 - 12th April 2020 Verifiable CPD activity 2
FPI19050067 Nedgroup Investments (Pty) Ltd Multi-Manager Investor Day 2019 18 March 2019 Verifiable CPD activity 5
FPI19050068 Discovery Central Services (Pty)
Ltd
Income protection products vs Lump
sum disability products
01st May 2019 - 01st May 2020 Verifiable CPD activity 1
FPI19050069 Sanlam Life Insurance Limited Succession National Conference 2019
(Arabella)
08 April 2019 Verifiable CPD activity 4.5
FPI19050070 Investec Asset Management (Pty)
Ltd
Avior Luxury Goods 05 April 2019 Verifiable CPD activity 1
FPI19050071 Rand Merchant Bank RMB Global Markets Macro Forum 01st March 2019 - 01st March 2020 Verifiable CPD activity 3
FPI19050072 Centre for Professional
Development
Momentum Investments 13th May 2019 - 13th May 2020 Verifiable CPD activity 1
FPI19050073 Old Mutual Corporate Asset Management 05 June - 16 July 2019 Verifiable CPD activity 1
FPI19050074 Sanlam Sky Party Due Diligence 13th May 2019 - 13th May 202 Verifiable CPD activity 1
FPI19050075 Sanlam Life Insurance Limited Sales Clinic Retirement Series Episode 1 25 February 2019 Verifiable CPD activity 2.5
FPI19050076 Glacier Financial Holdings (Pty)
Ltd
Glacier Asset Manager Day April 2019 01st May 2019 - 01st May 2020 Verifiable CPD activity 1
FPI19050077 Circulus Online Personal Income Tax Case Study 01 June 2019 till 31 May 2020 Verifiable CPD activity 2
FPI19050078 Discovery Central Services (Pty)
Ltd
Business Assurance Update 26 April 2019 Verifiable CPD activity 1
FPI19050079 Sanlam Life Insurance Limited Sanlam Benchmark 2019 20th
- 22nd
May 2019 Verifiable CPD activity 3.5
FPI19050080 Discovery Central Services (Pty)
Ltd
Market Overview May 2019 till 31 April 2020 Verifiable CPD activity 0.5
FPI19050081 Old Mutual Corporate OMCC Academy Case Study: Unlisted
Property
17 & 18 July 2019 Verifiable CPD activity 1.5
FPI19050082 ICS Academy (Pty) Ltd ICS – Fit and Proper Requirements -
2019
01 June 2019 till 31 May 2020 Verifiable CPD activity 1.5
FPI19050083 Sanlam Life Insurance Limited FFA (Financial Fitness Analysis) Online
Accreditation
01 June 2019 till 31 May 2020 Verifiable CPD activity 5
FPI19080084 Boutique Collective Investments Boutique Collective Investment
Conference
01 June 2019 till 31 May 2020 Verifiable CPD activity 1.5
FPI19080085 Liberty Group Limited Liberty Risk Conference 01 June 2019 till 31 May 2020 Verifiable CPD activity 3
FPI19050086 Moonstone Business School of
Excellence (Pty) Ltd
Ethics - How to impress your clients 01 June 2019 till 31 May 2020 Verifiable CPD activity 2.5
FPI19050087 Centre for Professional
Development
FPI 2019 Convention 01 June 2019 till 31 May 2020 Verifiable CPD activity 13
FPI19050088 Liberty Group Limited Retirement Planning Workshop 01 June 2019 till 31 May 2020 Verifiable CPD activity 12.5
FPI19050089 Liberty Group Limited Manage your calendar for peak
productivity
01 June 2019 till 31 May 2020 Verifiable CPD activity 1
FPI19050090 Liberty Group Limited Manager your time effectively 07 March till 15 March 2019 Verifiable CPD activity 0.5
FPI19050091 Liberty Group Limited Manage your To-Do Lists 13 May 2019 till 13 May 2020 Verifiable CPD activity 0.5
FPI19050092 Liberty Group Limited Negotiate Strategically 01st June 2019 – 01
st June 2020 Verifiable CPD activity 1
FPI19050093 Liberty Group Limited Resolve Conflict 01st June 2019 – 01
st June 2020 Verifiable CPD activity 1
FPI19050094 Liberty Group Limited Rock Social Media 2nd June 2019 – 01st June 2020 Verifiable CPD activity 1
FPI19050095 Liberty Group Limited Communicate Effectively in the
Organisation
01 June 2019 – 01 June 2020 Verifiable CPD activity 1.5
FPI19050096 PSG Wealth Financial Planning
(Pty) Ltd
BMW Roadshow 01 June 2019 till 31 May 2020 Verifiable CPD activity 0.5
FPI19050097 Discovery Central Services (Pty)
Ltd
Digital enablement value proposition 01 June 2019 till 31 May 2020 Verifiable CPD activity 0.5
FPI19050098 Liberty Group Limited Creating a Positive Client Experience 2nd June 2019 – 01st June 2020 Verifiable CPD activity 1
FPI19050099 Liberty Group Limited Effectively managing your emails 01 June 2019 till 31 May 2020 Verifiable CPD activity 1
FPI19050100 Liberty Group Limited Lead Productive Meetings 01 June 2019 till 31 May 2020 Verifiable CPD activity 1
FPI19050101 Liberty Group Limited Lead with Emotional Intelligence 28 May 2019 Verifiable CPD activity 1
FPI19050102 Compliance and Learning Center
(Pty) Ltd
General Code of Conduct for FSPs 18 June 2019 19 June 2019 Verifiable CPD activity 2.5
FPI19050103 Compliance and Learning Center
(Pty) Ltd
Fundamentals of Deposit Taking 14 May 2019 07 May 2019 06 May
2019
13 May 2019 15 May 2019 10 May
Verifiable CPD activity 4
FPI19050104 Liberty Group Limited Manage Performance August 2018 Verifiable CPD activity 1
FPI19050105 Liberty Group Limited Optimising my Business Operation 01 June 2019 till 01 June 2020 Verifiable CPD activity 1.5
FPI19050106 Liberty Group Limited DPFM - Investment Planning 01st June 2019 – 01
st June 2020 Verifiable CPD activity 5.5
FPI190500107 Mazi Macquarie Securities (RF)
(Pty) Ltd
Mazi Macquarie Local Lekgotla
Conference
2nd June 2019 – 01st June 2020 Verifiable CPD activity 4
FPI190500108 CFA Society South Africa Index trends in the not so passive space 3rd June 2019 – 01st June 2020 Verifiable CPD activity 0.5
FPI190500109 Alexander Forbes Financial
Planning Consultants (Pty) Ltd
Legal Technical Update - COFI Jenny
Gordon
26th April 2019 Verifiable CPD activity 2
FPI190500110 Alexander Forbes Financial
Planning Consultants (Pty) Ltd
Legal Technical Update – National
Budget 2018/2019
07th May 2019 Verifiable CPD activity 2
FPI190500111 Alexander Forbes Financial
Planning Consultants (Pty) Ltd
Legal Technical Update – National
Budget
28 March 2019 Verifiable CPD activity 2
FPI190500112 ICS Academy (Pty) Ltd FAIS Course 01st May 2019 - 01st May 2020 Verifiable CPD activity 2
FPI190500113 ICS Academy (Pty) Ltd FATCA AND CRS 20 November 2019 Verifiable CPD activity 1
FPI190500114 ICS Academy (Pty) Ltd Counter Money Laundering 14 & 15 Marhc 2019 Verifiable CPD activity 1
FPI190500115 Sanlam Life Insurance Limited ACA & Simeka Consultants Forum 27 may - 04 June 2019 Verifiable CPD activity 1
FPI190500116 SA Asset Management Quarterly Economic and Fund Update 01 March 2019 04 March 2019
06 March 2019 16 March 2019
Verifiable CPD activity 2
FPI190500117 Sanlam Life Insurance Limited SFP – Aligned Financial Planning:
Regional Meeting 28 March 2019
20 May tilll 24 May 2019 Verifiable CPD activity 3.5
FPI190500118 Circulus Online Personal Income Tax for Financial
Planning 2019/20
11 June 2019 13 June 2019 Verifiable CPD activity 6.5
FPI190500119 Goldman Sachs International Financial Crime Compliance Online
2018
May 2019 till 31 April 2020 Verifiable CPD activity 2.5
FPI190500120 Sanlam Life Insurance Limited Estate Planning 15 May 2019 22 May 2019 29
May 2019
Verifiable CPD activity 4
FPI190500121 Discovery Central Services (Pty)
Ltd
EB Roadshow 06th
May 2019 – 15th
May 2019 Verifiable CPD activity 2.5
FPI190500122 Old Mutual Corporate Regional Collaboration 13 May till 17 May 2019 23 May
2019 24 May 2019 28 May 2019
Verifiable CPD activity 0.5
FPI190500123 Citadel Investement Services (Pty)
Ltd
CAM Investment Presentation 20 - 24
May 2019
01st May 2019 - 01st May 2020 Verifiable CPD activity 2.5
FPI190500124 Associated Compliance VCCM Conference 2019 24th May 2019 Verifiable CPD activity 4.5
FPI190500125 Mazi Macquarie Securities (RF)
(Pty) Ltd
Global Economic Outlook with Oxford
Economics
01st May 2019 - 01st May 2020 Verifiable CPD activity 1.5
FPI190500126 PSG Wealth Financial Planning
(Pty) Ltd
Fire Protection - Module 3 01st May 2019 - 01st May 2020 Verifiable CPD activity 1
FPI190500127 Associated Compliance SHA Specialist Insurance Review - May
2019
01st May 2019 - 01st May 2020 Verifiable CPD activity 2
FPI190500128 Stanlib Wealth Management (Pty)
Ltd
STANLIB Decoding 2019 National
Government Election
01st May 2019 - 01st May 2020 Verifiable CPD activity 1.5
FPI190500129 Coronation Management Company Conversations with Coronation -
Economic, Fixed Interestt and Listed
Property Update
01st May 2019 - 01st May 2020 Verifiable CPD activity 0.5
FPI190500130 Centre for Professional
Development
Personal Income Tax Online course
2019
01st May 2019 - 01st May 2020 Verifiable CPD activity 8.5
FPI190500131 Cinnabar Investment Management
(Pty) Ltd
Cinnabar Annual Invetsment
Conference
01st May 2019 - 01st May 2020 Verifiable CPD activity 2.5
FPI190500132 Circulus Online Testamentary Advice - Chapter 2 -
Types of Marriages
01st May 2019 - 01st May 2020 Verifiable CPD activity 1.5
FPI190500133 Circulus Online Testamentary Advice - Chapter 3 -
Intestate Succession
01st May 2019 - 01st May 2020 Verifiable CPD activity 2.5
FPI190500134 Circulus Online Testamentary Advice - Chapter 4 -
Testate Succession
01st May 2019 - 01st May 2020 Verifiable CPD activity 3.5
FPI190500135 Circulus Online Testamentary Advice - Chapter 5 - The
Master
01st May 2019 - 01st May 2020 Verifiable CPD activity 2
FPI190500136 Circulus Online Testamentary Advice - Chapter 6 - The
Executor
'Date of event 08 May 2019 till 28
June 2019
Verifiable CPD activity 4.5
FPI190500137 Circulus Online Testamentary Advice - Chapter 7 - The
Executor's Account
12 March 2019 Verifiable CPD activity 5
FPI190500138 Circulus Online Testamentary Advice - Chapter 8 -
Estate Duty
19 March 2019 Verifiable CPD activity 4
FPI190500139 Circulus Online Testamentary Advice - Chapter 9 -
Examples of Executor's Account
01 June 2019 till 31 May 2020 Verifiable CPD activity 2
FPI190500140 Circulus Online Testamentary Advice - Chapter 10 -
Income Tax and Capital Gains Tax
28 & 29 March 2019 Verifiable CPD activity 2.5
FPI190500141 Circulus Online Testamentary Advice - Chapter 11 -
Donations Tax
22 May 2019 till 08 May 2020 Verifiable CPD activity 1
FPI190500142 Circulus Online Testamentary Advice - Chapter 1 -
Introduction
01 May 2019 till 30 April 2020 Verifiable CPD activity 1
FPI190500143 Sanlam Life Insurance Limited Q1 2019 Graviton & SMMI IC Meeting 07 May 2019 till 07 May 2020 Verifiable CPD activity 1
FPI190500144 Associated Compliance Compass Claims Workshop 09 May 2019 till 09 May 2020 Verifiable CPD activity 3
FPI190500145 Investec Asset Management (Pty)
Ltd
Green Shoots 09 May 2019 till 09 May 2020 Verifiable CPD activity 1
FPI190500146 Goldman Sachs International US Quarterly Outlook 17th
April 2019 – 25th
April 2019 Verifiable CPD activity 1.5
FPI190500147 Masthead (Pty) Ltd How to create a business plan that
works
25 July 2019 Verifiable CPD activity 3
FPI190500148 Sanlam Life Insurance Limited Distribution Sales Exco Meeting 10th April 2019 Verifiable CPD activity 1
FPI190500149 Stanlib Wealth Management (Pty)
Ltd
STANLIB Multi Manger 01st May 2019 - 01st May 2020 Verifiable CPD activity 0.5
FPI190500150 Prudential Portfolio Managers Unit
Trusts Limited
International Client Investment Seminar Quarterly – Q1 2019 Verifiable CPD activity 1.5
FPI190500151 Masthead (Pty) Ltd Cybersecurity Online Course 2019 01 January 2019 till 30 April 2019 Verifiable CPD activity 1
FPI190500152 Masthead (Pty) Ltd Key Individual responsibilties seminar 26 October 2018 Verifiable CPD activity 3
FPI190500153 Masthead (Pty) Ltd Preparation for an FSCA Onsite visit
seminar
09 November 2018 Verifiable CPD activity 3
FPI190500154 Noble Private Portfolios (Pty) Ltd Learn how to Build a Robust Financial
Management Model 2019
07 December 2019 Verifiable CPD activity 2.5
FPI190500155 Novia One Group (Pty) Ltd FICA and POPI Act and associated
policies
13 December 2019 Verifiable CPD activity 4
FPI190500156 Sanlam Life Insurance Limited Sanlam Select InTouch (Terebinth &
Matrix)
25 January 2019 Verifiable CPD activity 1.5
FPI190500157 CFA Society South Africa CFA Society South Africa Annual
Investment Conference 2019
01 February 2019 Verifiable CPD activity 3
FPI190500158 Sanlam Life Insurance Limited Sanlam Select InTouch (Truffle) 06 June 2019 10 June 2019 11
June 2019 12 June 2019 13
June 2019
Verifiable CPD activity 0.5
FPI190500159 Sanlam Life Insurance Limited Agrimark Business Seminar 01st May 2019 - 01st May 2020 Verifiable CPD activity 5
FPI190500160 Liberty Group Limited LHL Financial Crime Compliance
General Awareness - 2019 Refresher
26th march - 4 April 2019 Verifiable CPD activity 2
FPI190500161 MitonOptimal Quarterly Investment Committee
Meeting
Quarterly – Q1 2019 Verifiable CPD activity 3
FPI190500162 PSG Wealth Financial Planning
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Investment Meetings Tygervalley
January till April 2019
30 April 2019 till 17 May 2019 Verifiable CPD activity 0.5
FPI190500163 Captains & Coaches (Pty) Ltd The Ten Steps of professional client
engagement
17 May 2019 Verifiable CPD activity 1
FPI190500164 Captains & Coaches (Pty) Ltd Sasfin Wealth: Investment Philosophy
and Risk profiling
16 April 2019 Verifiable CPD activity 1
FPI190500165 Captains & Coaches (Pty) Ltd SASFIN SESSION: Risk profiling and risk
profiling agreement
May 2019 till 30 April 2020 Verifiable CPD activity 1
FPI190500166 Captains & Coaches (Pty) Ltd SASFIN SESSION: Compliance Templates
(Step 4 and 5)
May 2019 till 30 April 2020 Verifiable CPD activity 1
FPI190500167 Captains & Coaches (Pty) Ltd SASFIN SESSION: Retirement plan and
investment case study
29 May 2019 31 May 2019 06
June 2019 07 June 2019 10
June 2019 12 June 2019 13 June
Verifiable CPD activity 1
FPI190500168 Captains & Coaches (Pty) Ltd SASFIN SESSION: The fundamentals of
FAIS Compliance for Long term
insurance
01 June 2019 till 31 May 2020 Verifiable CPD activity 1
FPI190500169 Investec Asset Management (Pty)
Ltd
Zebra Zone 06 May 2019 07 May 2019 Verifiable CPD activity 1.5
FPI190500170 Circulus Online Employing technology 28 May 2019 29 May 2019 Verifiable CPD activity 2
FPI190500171 Alexander Forbes Investments Ltd Pursuit of Uncertainty 15-Feb-19 Verifiable CPD activity 1
FPI190500172 Ashburton Fund Managers
Proprietary Limited
KZN Manco Day 12-Apr-19 Verifiable CPD activity 3.5
FPI190500173 Morningstar Investment
Management (Pty) Ltd
2019 Q1 Portfolio Reportback 29-Mar-19 Verifiable CPD activity 1.5
FPI190500174 NBC Holdings (Pty) Ltd FAIS Fit & Proper requirements 10-Dec-19 Verifiable CPD activity 6.5
FPI190500175 Boutique Collective Investments BCI Glacier Presentation 08-Feb-19 Verifiable CPD activity 1
FPI190500176 Oasis Group Holdings (Pty) Ltd Tax Donations and Trusts 01st – 31
st May 2019 Verifiable CPD activity 3
FPI190500177 Oasis Group Holdings (Pty) Ltd Future of the SA Financial Regulatory
Environment
01st – 31
st May 2019 Verifiable CPD activity 1.5
FPI190500178 Prudential Portfolio Managers Unit
Trusts Limited
Face to face Presentation 01st – 31
st May 2019 Verifiable CPD activity 2
FPI190500179 Liberty Group Limited Is your Business Fit for the Future 01st – 31
st May 2020 Verifiable CPD activity 0.5
FPI190500180 Old Mutual Wealth Investment Presentation 24th
May 2019 Verifiable CPD activity 2
FPI190500181 Ashburton Fund Managers
Proprietary Limited
Ashburton Investment Conference 2019 20 & 21 May 2019 10 June
2019
Verifiable CPD activity 2
FPI190500182 Captains & Coaches (Pty) Ltd Advice and Risk profile Agreement 21 May - 7 June 2019 Verifiable CPD activity 1
FPI190500183 Captains & Coaches (Pty) Ltd TCF Professional fees and value
proposition workshop
13 May 2019 14 May 2019 16 May
2019
Verifiable CPD activity 1
FPI190500184 Captains & Coaches (Pty) Ltd Retirement plan case study and value
of advice
01 March - 29 April 2019 Verifiable CPD activity 1
FPI190500185 ICTS Legal Services (Pty) Ltd Colourfield Legal Forum 14 May 2019 16 May 2019 21 May
2019
22 May 2019 23 May 2019
Verifiable CPD activity 3.5
FPI190500186 Captains & Coaches (Pty) Ltd SASFIN SESSION: Investment case
studies and the bucket approach
24 April 2019 Verifiable CPD activity 1
FPI190500187 Oasis Group Holdings (Pty) Ltd Treating Customers Fairly 22 February 2019 Verifiable CPD activity 3
FPI190500188 Oasis Group Holdings (Pty) Ltd Global AML and Syber Security 01 june 2019 - 01 june 2020 Verifiable CPD activity 4
FPI190500189 Oasis Group Holdings (Pty) Ltd Financial Literacy - Glossary of Terms 20 May 2019 22 May 2019
24 May 2019
Verifiable CPD activity 4
FPI190500190 Oasis Group Holdings (Pty) Ltd Fit and proper training 21 May 2019 Verifiable CPD activity 3
FPI190500191 Sanlam Life Insurance Limited FIA Tygerberg branch social bowling
day
01st May 2019 - 01st May 2020 Verifiable CPD activity 1
FPI190500192 Sanlam Life Insurance Limited Annual i3 Summit(CPT) 16 April 2019 Verifiable CPD activity 3
FPI190500193 Sanlam Life Insurance Limited Annual i3 Summit(jhn) May 2019 Verifiable CPD activity 3.5
FPI190500194 Glacier Financial Holdings (Pty)
Ltd
Glacier Young Professionals Forum 17 May 2019 Verifiable CPD activity 2.5
FPI190500195 Marriot Asset Management (Pty)
Ltd
Marriott Solutions for Retirement
Workshop May 2019
01-31 May 2019 Verifiable CPD activity 1.5
FPI190500196 Glacier Financial Holdings (Pty)
Ltd
Glacier Round Table Session Q2 01 June 2019 till 31 May 2019 Verifiable CPD activity 1.5
FPI190500198 PSG Wealth Financial Planning
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Portfolio Committee Meetings 10-Apr-19 Verifiable CPD activity 1
FPI190500199 PSG Wealth Financial Planning
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The PSG Autumn Update 2019 22 July 2019 23 July 2019 Verifiable CPD activity 1
FPI190500200 PSG Wealth Financial Planning
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PSG Wealth Solutions April 2019 26 March 2019 till 26 Feb 2020 Verifiable CPD activity 1
FPI190500201 Sanlam Life Insurance Limited Regional Meeting 01 May 2019 - 31 October 2019 Verifiable CPD activity 1
FPI190500202 The Institute of Health Risk
Managers (Pty) Ltd
The role of protocols in managing
benefits
01 june 2019 - 01 june 2020 Verifiable CPD activity 1.5
FPI190500203 SAIFAA SAIFAA May 2019 - “In & Out-of-Fund”
Default options and Annuity Strategy
Workshops
10 May 2019 Verifiable CPD activity 2.5
FPI190500204 Coronation Management Company Presentation to advisors – 21 May 2019 01 May 2019 - 31 October 2019 Verifiable CPD activity 1
FPI190500205 Liberty Group Limited Retirement planning 3 Hour Workshop 01 June 2019 till 31 May 2019 Verifiable CPD activity 3
FPI190500206 Sanlam Life Insurance Limited Sanlam Select In Touch (Terebrinth,
Matrix and Abax)
10 May 2019 Verifiable CPD activity 1.5
FPI190500207 Schroder’s Unit Trusts Limited Schroders value investing - Global
Recovery
30 may 2019 - 30 may 2020 Verifiable CPD activity 1
FPI190500208 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
Behavioural Coaching Module 5 – Video
Conference Catch-Up
11 February 2019 12 February
2019 13 February 2019
Verifiable CPD activity 3
FPI190500209 CFA Society South Africa The role of pension boards and
investments committees - Online
01 June 2019 till 31 May 2020 Verifiable CPD activity 1.5
FPI190500210 VAPS Consulting (Pty) Ltd Understanding the FIC ACT (Reporting,
RBA, Amendments)
30 May 2019 31 May 2019 Verifiable CPD activity 6.5
FPI190500211 The Standard Bank of South Africa Managing Wealth and Client
Expectations in a low return age.
25 March 2019 Verifiable CPD activity 1
FPI190500212 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
Investment Summit 01 June 2019 till 31 May 2020 Verifiable CPD activity 6
FPI190500213 Sanlam Life Insurance Limited Practice Development Program 2019 01 June 2019 till 31 May 2020 Verifiable CPD activity 5.5
FPI190500214 Associated Compliance Associated Compliance 16, 17 May 2019 Verifiable CPD activity 1.5
FPI190500215 VAPS Consulting (Pty) Ltd Compliance Training Feb 2019 Verifiable CPD activity 3
FPI190500216 ABSA Group Limited Investor luncheon with Sanlam Glacier
Management
01 May 2019 - 01 May 2020 Verifiable CPD activity 1.5
FPI190500214 Associated Compliance Legislative Update April 2019 7 June 2019 31 May 2019
30 May 2019 4 June 2019
Verifiable CPD activity 1.5
FPI190500215 VAPS Consulting (Pty) Ltd Compliance Training 16,22,23,24 May 2019 Verifiable CPD activity 3
FPI190500216 ABSA Group Limited Investor luncheon with Sanlam Glacier
Management
01 June 2019 till 31 May 2020 Verifiable CPD activity 1.5
FPI190500217 Ray Strodl Consulting (Pty) Ltd Retirement Planning Workshop 01 June 2019 till 31 May 2020 Verifiable CPD activity 2
FPI190500218 Momentum, a division of MMI
Holdings
MitonOptimal Roundtable Series 01 June 2019 till 31 May 2020 Verifiable CPD activity 1.5
FPI190500219 Compliance and Learning Center
(Pty) Ltd
The fundamentals of Employer
sponsored Retirement Funds
10 April 2019 Verifiable CPD activity 7
FPI190500221 Ray Strodl Consulting (Pty) Ltd Employee Benefits and group schemes 01 march 2019 -01 march 2020 Verifiable CPD activity 2
FPI190500222 Old Mutual Wealth Old Mutual Economic Update – Client
Event
01 May 2019 - 01 May 2020 Verifiable CPD activity 1
FPI190500223 Compliance and Learning Center
(Pty) Ltd
Fundamentals of Collective Investment
Schemes
14-Jun-19 Verifiable CPD activity 3.5
FPI190500224 Compliance and Learning Center
(Pty) Ltd
Fundamentals of Long-term Insurance 30 May 2019 - 30 May 202 Verifiable CPD activity 3.5
FPI19060001 Nedgroup Investments (Pty) Ltd Global Economic Update 2019 27 March 2019 Verifiable CPD activity 1
FPI19060002 Morningstar Investment
Management (Pty) Ltd
2018_Q4_Portfolio Reportback_Insuritas 08 May 2019 Verifiable CPD activity 1.5
FPI19060003 Old Mutual Investment Group (Pty)
Ltd
Webinar: Investing for a future that
matters
17 May 2019 21 May 2019
22 May 2019
Verifiable CPD activity 0.5
FPI19060004 Glacier Financial Holdings (Pty)
Ltd
Glacier Tax Seminar 12 April 2019 Verifiable CPD activity 3
FPI19060005 Old Mutual Wealth Integrated Wealth Planning Advice
Forum
23rd
& 24th
May 2019 Verifiable CPD activity 3.5
FPI19060006 Compliance and Learning Center
(Pty) Ltd
Regulation of Financial Sector in South
Africa
27 February 2019 till 23 May 2019 Verifiable CPD activity 3
FPI19060007 Compliance and Learning Center
(Pty) Ltd
Health Services Concepts 14th
& 22nd
May 2019 Verifiable CPD activity 5
FPI19060008 Discovery Central Services (Pty)
Ltd
Tax consequences of medical scheme
contributions and expenses
01 May 2019 till 30 May 2020 Verifiable CPD activity 1
FPI19060009 ICTS Legal Services (Pty) Ltd ICTS Legal Services – Ensimini Financial
Services (Pty) Ltd April 2019
01 April 2019 till 30 April 2020 Verifiable CPD activity 1.5
FPI19060010 Sanlam Life Insurance Limited SEB Legal Update Jan-March 2019 13 May 2019 Verifiable CPD activity 0.5
FPI19060011 Compliance and Learning Center
(Pty) Ltd
Amended Fit & Proper Requirements 06 May 2019 Verifiable CPD activity 3.5
FPI19060012 Prudential Portfolio Managers Unit
Trusts Limited
The rise and fall of SA in the 2020s 31 May 2019 Verifiable CPD activity 0.5
FPI19060013 Ray Strodl Consulting (Pty) Ltd Personal Financial Planning 01 June 2019 till 31 May 2020 Verifiable CPD activity 2
FPI19060014 ABSA Group Limited Absa Agriculture Morning 27 March 2019 01 June 2019 till 31 May 2020 Verifiable CPD activity 2
FPI19060015 Rand Merchant Bank Round-table discussion on SA’s IRP and
Eskom restructuring with Dr Tobias
Bischof-Niemz
18th March 2019 Verifiable CPD activity 1.5
FPI19060016 Alexander Forbes Financial
Services (Pty) Ltd
The Forum Q2 - 2019 01 jan 2019 - 01 Jan 2020 Verifiable CPD activity 1.5
FPI19060017 Alexander Forbes Financial
Services (Pty) Ltd
AFRF Forum Q1 - 2019 18 July 2019 19 July 2019 22
July 2019 23 July 2019
25 July 2019 26 July 2019 30
Verifiable CPD activity 0.5
FPI19060018 Glacier Financial Holdings (Pty)
Ltd
Glacier Life Investment Summit 04 - 10 June 2019 Verifiable CPD activity 4
FPI19060019 Momentum, a division of MMI
Holdings
DFM Partner Quarterly Investment
Meetings
14th 17th May 2019 Verifiable CPD activity 2
FPI19060020 Sanlam Life Insurance Limited Graviton Wealth Management Quarterly
2 Feedback
30th May 2019 Verifiable CPD activity 1.5
FPI19060021 Circulus Online Investment Planning Intermediate 2019 2018 Verifiable CPD activity 2.5
FPI19060022 Circulus Online Retirement Planning Advanced 30 May 2019 Verifiable CPD activity 3.5
FPI19060023 Glacier Financial Holdings (Pty)
Ltd
Economic Overview Q2 01 October 2018 till 30 September
2019
Verifiable CPD activity 1
FPI19060024 PPS Financial Planning, a division
of PPS Insurance Company Limited
OMCC Academy Case study 06 May
2019
01 October 2018 till 30 September
2019
Verifiable CPD activity 1
FPI19060025 ICTS Legal Services (Pty) Ltd ICTS Legal Services – Ensimini Financial
Services (Pty) Ltd
01 October 2018 till 30 September
2019
Verifiable CPD activity 3
FPI19060026 The Institute of Health Risk
Managers (Pty) Ltd
Prescribed Minimum Benefits 2019 01 October 2018 till 30 September
2019
Verifiable CPD activity 2.5
FPI19060027 Compliance and Learning Center
(Pty) Ltd
Short-term Insurance Fundamentals
Online Course 2019/2020
01 October 2018 till 30 September
2019
Verifiable CPD activity 4
FPI19060028 Associated Compliance Compass Social Media Event 01 October 2018 till 30 September
2019
Verifiable CPD activity 1.5
FPI19060029 Old Mutual Wealth Wealth Integrator Training 01 October 2018 till 30 September
2019
Verifiable CPD activity 2.5
FPI19060030 Old Mutual International SA Marketing and Investment Update in
associated with Quilter Cheviot and Old
Mutual International
01 October 2018 till 30 September
2019
Verifiable CPD activity 0.5
FPI19060031 Prescient Investment Management
(Pty) Ltd
13 Forum 01 October 2018 till 30 September
2019
Verifiable CPD activity 3
FPI19060032 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
Group Coaching Module 5 13 November 2018 Verifiable CPD activity 2
FPI19060033 Stanlib Wealth Management (Pty)
Ltd
Multi Manager - EL & PE 10 December 2018 Verifiable CPD activity 0.5
FPI19060034 ABSA Group Limited Absa Macro Conference 2018 -
Cybercrime, 'The Master Problem of the
21st Century'
01 June 2019 till 31 May 2020 Verifiable CPD activity 1
FPI19060035 Council for Medical Schemes Advanced Broker Training programme 17 April 2019 Verifiable CPD activity 5.5
FPI19060036 PPS Academy, a division of PPS
Insurance (Pty) Ltd
Estate Planning and Wills Course:
Session 1: Module 1: Overview & Value
Proposition
01 October 2018 till 30 September
2019
Verifiable CPD activity 1
FPI19060037 PPS Academy, a division of PPS
Insurance (Pty) Ltd
Estate Planning and Wills Course:
Session 2: Module 2: Estate
Administration
01 October 2018 till 30 September
2019
Verifiable CPD activity 2
FPI19060038 PPS Academy, a division of PPS
Insurance (Pty) Ltd
Estate Planning and Wills Course:
Session 3: Module 3: Wills
01 October 2018 till 30 September
2019
Verifiable CPD activity 2
FPI19060039 PPS Academy, a division of PPS
Insurance (Pty) Ltd
Estate Planning and Wills Course:
Session 4: Module 4: Law of Succession
01 October 2018 till 30 September
2019
Verifiable CPD activity 2
FPI19060040 PPS Academy, a division of PPS
Insurance (Pty) Ltd
Estate Planning and Wills Course:
Session 5: Module 5: Tax Planning
01 October 2018 till 30 September
2019
Verifiable CPD activity 2
FPI19060041 PPS Academy, a division of PPS
Insurance (Pty) Ltd
Estate Planning and Wills Course:
Session 6: Module 6: Trusts
01 October 2018 till 30 September
2019
Verifiable CPD activity 2
FPI19060042 PPS Academy, a division of PPS
Insurance (Pty) Ltd
Estate Planning and Wills Course:
Session 7: Module 7: Marital Regimes
01 October 2018 till 30 September
2019
Verifiable CPD activity 2
FPI19060043 PPS Academy, a division of PPS
Insurance (Pty) Ltd
Estate Planning and Wills Course:
Module 8-9 Part I: Session 8: Insurance
& Business Interest
01 October 2018 till 30 September
2019
Verifiable CPD activity 2
FPI19060044 PPS Academy, a division of PPS
Insurance (Pty) Ltd
Estate Planning and Wills Course:
Module 8-9 Session 9: Insurance &
Business Interest Part II
01 October 2018 till 30 September
2019
Verifiable CPD activity 2
FPI19060045 Goldman Sachs International GSAM Compliance PMC training 01 June 2019 till 31 May 2020 Verifiable CPD activity 1.5
FPI19060046 Goldman Sachs International GSAM Compliance Sales and Distro
training
01 June 2019 till 31 May 2020 Verifiable CPD activity 1.5
FPI19060047 Old Mutual Personal Finance Personal Income Tax 2019-2020 01 June 2019 till 31 May 2020 Verifiable CPD activity 6.5
FPI19060048 ICTS Legal Services (Pty) Ltd Monthly Legal Forum April 2019 01 June 2019 till 31 May 2020 Verifiable CPD activity 2
FPI19060049 Financial Service Intermediaries
Network
FSIN – Gauteng Road Show 01st February 2019 – 01
st February
2020
Verifiable CPD activity 2.5
FPI19060050
Asset TV (Pty) Ltd
Evidence based investing 01 june 2019 - 01 june 2020 Verifiable CPD activity 1
FPI19060051 ABSA Group Limited Investor lunch with Balwin Properties
Management
12 July 2019 Verifiable CPD activity 1
FPI19060052 Integrity Academy (Pty) Ltd Principles of Business Ethics 01 june 2019 - 01 june 2020 Verifiable CPD activity 8.5
FPI19060053 Integrity Academy (Pty) Ltd Advanced Investments 26 November 2018 Verifiable CPD activity 8.5
FPI19060054 Integrity Academy (Pty) Ltd Basic Investments 15,20,21 May 2019 Verifiable CPD activity 8.5
FPI19060055 Integrity Academy (Pty) Ltd Collective Investments 01 May 2019 - 01 May 2020 Verifiable CPD activity 8.5
FPI19060056 Integrity Academy (Pty) Ltd Estate Planning May 2019 Verifiable CPD activity 8.5
FPI19060057 Integrity Academy (Pty) Ltd Functioning as a Trustee May - June 2019 Verifiable CPD activity 8.5
FPI19060058 Integrity Academy (Pty) Ltd Business Assurance and Market Planning
Reaccreditation
01 June 2019 - 01 June 2020 Verifiable CPD activity 8.5
FPI19060059 Integrity Academy (Pty) Ltd Practice Management and Risk Planning 15 May 2019 Verifiable CPD activity 8.5
FPI19060060 Integrity Academy (Pty) Ltd Essential Tax Update 07 June 2019 till 31 May 2020 Verifiable CPD activity 8.5
FPI19060061 Moonstone Business School of
Excellence (Pty) Ltd
How FAIS can be used to build client
Relationships
01 June 2019 till 31 May 2020 Verifiable CPD activity 1
FPI19060062 Circulus Online Retirement Planning Intermediatry 01 June 2019 till 31 May 2020 Verifiable CPD activity 5.5
FPI19060063 The Institute of Health Risk
Managers (Pty) Ltd
Medical Scheme Corporate Governance 01 June 2019 till 31 May 2020 Verifiable CPD activity 11
FPI19060064
Carmen Venter – Synergia
Synergia Learning discussions 01 June 2019 till 31 May 2020 Verifiable CPD activity 3
FPI19060065 Compliance and Learning Center
(Pty) Ltd
POPI 01 June 2019 till 31 May 2020 Verifiable CPD activity 3.5
FPI19060066 Old Mutual Corporate ISASA Case Study 01 June 2019 till 31 May 2020 Verifiable CPD activity 1
FPI19060067 Old Mutual Wealth Advice Forum 29th May 2019 Verifiable CPD activity 3.5
FPI19060068 Moonstone Business School of
Excellence (Pty) Ltd
Fundamentals of retirment planning 01 June 2019 till 31 May 2020 Verifiable CPD activity 6.5
FPI19060069 Schroder’s Unit Trusts Limited Schroders Asia Update 01 June 2019 till 31 May 2020 Verifiable CPD activity 1
FPI19060070 Liberty Group Limited Binders Holder Workshop 01 June 2019 till 31 May 2020 Verifiable CPD activity 2.5
FPI19060071 Allegiance Consulting (Pty) Ltd Business Needs Workshop - Short 01 may 2019 -01 may 2020 Verifiable CPD activity 3
FPI19060072 Amity Investment Solutions (Pty)
Ltd
Amity Master Class – Connecting Wealth
to Life 15 May 2019
01 May 2019 - 01 May 2020 Verifiable CPD activity 3
FPI19060073 Associated Compliance Specialist Risk Breakfast 01st june 2019 - 31st may 2019 Verifiable CPD activity 1.5
FPI19060074 Integrity Academy (Pty) Ltd Retirement Wealth Preservation 18 June 2019 till 05 July 2019 Verifiable CPD activity 8.5
FPI19060075 Integrity Academy (Pty) Ltd Long-term Product Solution June - August 2019 Verifiable CPD activity 8.5
FPI19060076 Integrity Academy (Pty) Ltd Healthcare Benefits 11 July 2019 till 11 June 2020 Verifiable CPD activity 8.5
FPI19060077 Integrity Academy (Pty) Ltd Short and long term deposits june 2019 - june 2020 Verifiable CPD activity 8.5
FPI19060078 Integrity Academy (Pty) Ltd Retirement Fund Benefits 01 june 2019 - 01 june 2020 Verifiable CPD activity 8.5
FPI19060079 CFA Society South Africa Ronak Gopaldas Africa in the new
global order
29 May 2019 Verifiable CPD activity 0.5
FPI19060080 PSG Wealth Financial Planning
(Pty) Ltd
Product and Platforms Feedback
Session – May 2019
27 June 2019 till 27 May 2020 Verifiable CPD activity 0.5
FPI19060081 PPS Financial Planning, a division
of PPS Insurance Company Limited
Estate Planning and Wills 22 May 2019 till 22 April 2020 Verifiable CPD activity 1
FPI19060082 PPS Financial Planning, a division
of PPS Insurance Company Limited
Retirement Planning – retirement phase 24 April 2019 Verifiable CPD activity 1
FPI19060083 PPS Financial Planning, a division
of PPS Insurance Company Limited
Budgeting 12 June 2019 till 31 May 2020 Verifiable CPD activity 1
FPI19060084 CFA Society South Africa Artificial Intelligence in Investments 04 & 06 Jue 2019 Verifiable CPD activity 0.5
FPI19060085 Captains & Coaches (Pty) Ltd Momentum: Supervision workshop 30 May 2019 Verifiable CPD activity 4
FPI19060086 Morningstar Investment
Management (Pty) Ltd
Morningstar Advisor Forum May 2019 01 June 2019 till 31 May 2020 Verifiable CPD activity 4.5
FPI19060087 Prima Research (Pty) Ltd SA Retail Mid-Year review 2019 01 June 2019 till 31 May 2020 Verifiable CPD activity 1
FPI19060088 Nedbank Limited Estate and Tax Planning Session 01 June 2019 till 31 May 2020 Verifiable CPD activity 3
FPI19060089 Centre for Professional
Development
Trust and Tax Planning – Unpacking the
consequences
05 June 2019 Verifiable CPD activity 1
FPI19060090 Compliance and Learning Center
(Pty) Ltd
Evidencing Treating Customers Fairly
2019/2020
15 May 2019 Verifiable CPD activity 5.5
FPI19060091 PPS Financial Planning, a division
of PPS Insurance Company Limited
Making Sense of Debt 04th june 2019 - 04th june 2020 Verifiable CPD activity 1
FPI19060092 Sanlam Life Insurance Limited Sanlam Investments – Sanlam Select
InTouch (Truffle & Sentio)
04 June 2019 till 03 June 2020 Verifiable CPD activity 1.5
FPI19060093 Centre for Professional
Development
2019 Webinar: Medical schemes VS
medical insurance and how to use them
in planning
04 June 2019 till 03 June 2020 Verifiable CPD activity 1
FPI19060094 Alexander Forbes Financial
Planning Consultants (Pty) Ltd
Cognitive Bias – Wisdom Wednesday 01 june 2019 - 01 june 2020 Verifiable CPD activity 1
FPI19060095 Alexander Forbes Financial
Planning Consultants (Pty) Ltd
Performer Portfolio and Performer
Managed Unit Trust
20 June 2019 Verifiable CPD activity 1
FPI19060096 Masthead (Pty) Ltd Tax and other aspects of retirement
funds and investments
01 june 2019 - 01 june 2020 Verifiable CPD activity 2
FPI19060097 PPS Investments (Pty) Ltd The Income/Growth Conundrum 01 june 2019 - 01 june 2020 Verifiable CPD activity 1
FPI19060098 Momentum, a division of MMI
Holdings
Momentum Consult Inland Conference 01 June 2019 till 31 May 2020 Verifiable CPD activity 6
FPI19060099 PPS Financial Planning, a division
of PPS Insurance Company Limited
Paying it Forward (Finance & Children) 14 June 2019 Verifiable CPD activity 1
FPI19060100 Old Mutual Wealth POPI Tool 09 May 2019 Verifiable CPD activity 1
FPI190600101 Old Mutual Wealth RDR Gap Analysis Tool 01 june 2019 - 01 june 2020 Verifiable CPD activity 1
FPI190600102 Old Mutual Wealth Sucession Planning Tool 01 june 2019 - 01 june 2020 Verifiable CPD activity 1
FPI190600103 Momentum, a division of MMI
Holdings
Regional Conference 01 june 2019 - 01 june 2020 Verifiable CPD activity 3
FPI190600104 Glacier Financial Holdings (Pty)
Ltd
Due Diligence 15 May 2019 01 June 2019 till 31 May 2020 Verifiable CPD activity 2
FPI190600105 Centre for Professional
Development
2019 Webinar Annual Pension Reviews
for Financial Planners
17 & 18 June 2019 Verifiable CPD activity 1
FPI190600106 Moonstone Business School of
Excellence (Pty) Ltd
Financial Services Overview Refresher 01 June 2019 till 31 May 2020 Verifiable CPD activity 4
FPI190600107 Moonstone Business School of
Excellence (Pty) Ltd
Economic and Investment Overview
Refresher
10 June 2019 Verifiable CPD activity 3
FPI190600108 Moonstone Business School of
Excellence (Pty) Ltd
Long-term Insurance Refresher 01 July 2019 till 31 May 2020 Verifiable CPD activity 5.5
FPI190600109 The Institute of Health Risk
Managers (Pty) Ltd
Changes to the Financial Sector
regulatory environment
01 June 2019 till 31 May 2020 Verifiable CPD activity 2
FPI190600110 PPS Investments (Pty) Ltd Ethics and Governance Update 01 June 2019 till 31 May 2020 Verifiable CPD activity 1
FPI190600111 Old Mutual Wealth TCF Tool 01 june 2018 -30 may 2019 Verifiable CPD activity 1
FPI190600112 Old Mutual Wealth BAT 08 - 16 July 2019 Verifiable CPD activity 3
FPI190600113 Compliance and Learning Center
(Pty) Ltd
Policy Holder Protecton Rules Short-
term Insurance
04 June 2019 Verifiable CPD activity 4.5
FPI190600114 Efficient Private Clients (Pty) Ltd The Market Call 14 June 2019 26 june 2019 - 26 june 2020 Verifiable CPD activity 3
FPI190600115 Fairtree Asset Management (Pty)
Ltd
Feedback with Fairtree 01 june 2019 - 01 june 2020 Verifiable CPD activity 1.5
FPI190600116 Moonstone Business School of
Excellence (Pty) Ltd
Investment refresher 01 June 2019 till 31 May 2020 Verifiable CPD activity 8
FPI190600117 Moonstone Business School of
Excellence (Pty) Ltd
Health Service Benefits Refresher 11 June 2019 12 June 2019
14 June 2019
Verifiable CPD activity 6
FPI190600118 Moonstone Business School of
Excellence (Pty) Ltd
Pension Fund Benefits Refresher 12 June 2019 till 11 June 2020 Verifiable CPD activity 6
FPI190600119 The Standard Bank of South Africa Discovery Sales Effectiveness 01 April 2019 till 31 March 2019 Verifiable CPD activity 6
FPI190600120 Investec Asset Management (Pty)
Ltd
Investec GlobalSelect Investment
Conference 2019
01 July 2019 till 31 May 2020 Verifiable CPD activity 9.5
FPI190600121 Momentum, a division of MMI
Holdings
Selling for Success 01 june 2019 - 28 feb 2019 Verifiable CPD activity 17
FPI190600122 Citadel Investement Services (Pty)
Ltd
Protected Equity Fund 01 june 2019 -01 june 2020 Verifiable CPD activity 0.5
FPI190600123 Nedbank Limited Risk and Suspicious Behaviour 01 june 2019 - 01 june 2020 Verifiable CPD activity 1.5
FPI190600124 PPS Financial Planning, a division
of PPS Insurance Company Limited
Accumulating wealth – Savings &
Investments
01 june 2019 - 01 june 2020 Verifiable CPD activity 1
FPI190600125 PPS Financial Planning, a division
of PPS Insurance Company Limited
Retirement Planning - Planning Phase 26-Jul-19 Verifiable CPD activity 1
FPI190600126 ABSA Group Limited ABSA South African Consumer
Conference 2018
30-May-19 Verifiable CPD activity 8
FPI190600127 Novia One Group (Pty) Ltd Colour Accounting 07-Jun-19 Verifiable CPD activity 5
FPI190600128 Investment Analyst Society of
South Africa
Analysts Masterclass 09-Jul-19 Verifiable CPD activity 1
FPI190600129 Stanlib Wealth Management (Pty)
Ltd
STANLIB Economic Update Post
Elections
12 June 2019 till 11 June 2020 Verifiable CPD activity 0.5
FPI190600130 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
Webinar: Standardised umbrella fund
cost
01 June 2019 till 31 May 2020 Verifiable CPD activity 1
FPI190600131 Old Mutual Wealth Business Management Services series of
workshops
01 June 2019 till 31 May 2020 Verifiable CPD activity 27
FPI190600132 GTC Pty (Ltd) GTC Weekly Market Update 15 July 2019 Verifiable CPD activity 1
FPI190600133 PSG Wealth Financial Planning
(Pty) Ltd
PSG Asset Management Key Client
event with Nic Borain
30 July 2019 till 29 July 2020 Verifiable CPD activity 1
FPI190600134 Moonstone Business School of
Excellence (Pty) Ltd
Forex Investment Refresher 11 July 2019 31 July 2019 Verifiable CPD activity 4.5
FPI190600135 Circulus Online Post Retirement - How a simple
mistake cost a Financial Adviser almost
R 200 000 - Case Study - 2019
19 june 2019 - 17 july 2019 Verifiable CPD activity 2
FPI190600136 Discovery Central Services (Pty)
Ltd
Introduction to market conduct
regulation
26 March 2019 Verifiable CPD activity 1
FPI190600137 Sanlam Life Insurance Limited Private Client Investment Committee 25 March 2019 Verifiable CPD activity 1.5
FPI190600138 Integrity Academy (Pty) Ltd Sales Techniques 24 June 2019 till 23 June 2020 Verifiable CPD activity 8.5
FPI190600139 Integrity Academy (Pty) Ltd Behavioural Finance 22 May 2019 Verifiable CPD activity 8.5
FPI190600140 Captains & Coaches (Pty) Ltd Practise Management, Complaince, FAIS
& COFI
18 june 2019 - 18 june 2020 Verifiable CPD activity 6.5
FPI190600141 CFA Society South Africa Valuations with DR Ronald kahn 12 June 2019 Verifiable CPD activity 3
FPI190600142 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
Business & Investment Update -
Nelspruit (Part Two Presentations)
25th
June 2019 – 25th
June 2020 Verifiable CPD activity 2
FPI190600143 Glacier Financial Holdings (Pty)
Ltd
Glacier Asset Manager Day: PSG 30 june 2019 - 30 june 202 Verifiable CPD activity 1
FPI190600144 Namibia Asset Management
Limited
Conversations with Coronation 28 May 2019 Verifiable CPD activity 1.5
FPI190600145 Moonstone Business School of
Excellence (Pty) Ltd
Strucutured Deposits 01 June 2019 till 31 May 2020 Verifiable CPD activity 3
FPI190600146 Guarantee Trust Corporate
Support Services (Pty) Ltd
Risk and Compliance Training 18 - 20 June 2019 Verifiable CPD activity 7.5
FPI190600147 Moonstone Business School of
Excellence (Pty) Ltd
FICA Awareness Course 01 June 2019 till 31 May 2020 Verifiable CPD activity 3.5
FPI190600148 Liberty Group Limited Advisory Partner Engagement session 9 July 2019 10 July 2019 30 July
2019
31 July 2019 6 August 2019
Verifiable CPD activity 1.5
FPI190600149 Centre for Professional
Development
2019 Webinar: Unpacking Structured
Products
01 June 2019 till 31 May 2020 Verifiable CPD activity 1
FPI190600150 Glacier Financial Holdings (Pty)
Ltd
Glacier Investment Summit 27 June 2019 Verifiable CPD activity 5
FPI190600151 Prima Research (Pty) Ltd A Critical Assessment of the
Competition
25 June 2019 Verifiable CPD activity 1
FPI190600152 Old Mutual Wealth Old Mutual Global Equity Roundtable 01 June 2019 till 31 May 2020 Verifiable CPD activity 1
FPI190600153 Old Mutual Wealth Smedmore and Associates client event 04 – 05 June 2019 06 – 07 June
2019 25 – 26 July 2019
Verifiable CPD activity 0.5
FPI190600154 Iress Wealth Management (Pty) Ltd Lifestyle Modelling 10 June 2019 11 June 2019
12 June 2019 13 June
2019 14 June 2019
Verifiable CPD activity 3.5
FPI190600155 Sanlam Life Insurance Limited Inheritance and your child's future 12 & 13 June 2019 Verifiable CPD activity 1
FPI190600156 Centre for Professional
Development
Tax implications of various investment
strategies
01st June 2019 – 01st June 2020 Verifiable CPD activity 1
FPI190600157 Nedgroup Investments (Pty) Ltd Treasurer’s Conference 2019 04 – 05 July 2019 Verifiable CPD activity 5.5
FPI190600158 Centre for Professional
Development
Short-term insurance options benefits
and the fine print
June 2019 till 31 May 2020 Verifiable CPD activity 1
FPI190600159 Centre for Professional
Development
2019 Webinar: Tax ombud systems 10 April 2019 Verifiable CPD activity 1
FPI190600160 Sanlam Life Insurance Limited Distribution Sales Exco Meeting May
2019
14 August 2019 21
August 2019
Verifiable CPD activity 1.5
FPI190600161 Momentum, a division of MMI
Holdings
Showcasing Momentum Investments'
capabilities
01 June 2019 till 31 May 2020 Verifiable CPD activity 0.5
FPI190600162 Sasfin Financial Advisory Services Beyond Global Wealth and into The
Future
01 June 2019 - 01st June 2020 Verifiable CPD activity 1
FPI190600163 VAPS Consulting (Pty) Ltd FIC Training (Reporting, RBA,
Amendments
2 June 2019 - 01st June 2020 Verifiable CPD activity 3.5
FPI190600164 Foord Asset Management (Pty) Ltd Investment Minds 3 June 2019 - 01st June 2020 Verifiable CPD activity 2.5
FPI190600165 Sanlam Life Insurance Limited Supervision Regulatory Training 4 June 2019 - 01st June 2020 Verifiable CPD activity 4.5
FPI190600166 Stanlib Wealth Management (Pty)
Ltd
INN8 Brett Davidson Webinar 10-11 July 2019 Verifiable CPD activity 1
FPI190600167 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
Allan Gray Investment Update (Glacier
JHB)
Quarterly 2019 Verifiable CPD activity 0.5
FPI190600168 Momentum, a division of MMI
Holdings
Taxes 09 July 2019 till 08 July 2020 Verifiable CPD activity 13.5
FPI190600169 Optimum Upgrade Business
Systems
Corporate Governance King IV™ -
Changes, Challenges and Practical
Application
16 July 2019 18 July 2019
24 July 2019
Verifiable CPD activity 12.5
FPI190600170 Ashburton Fund Managers
Proprietary Limited
Ashburton Investments Business Update 10 June 2019 11 June 2019
12 June 2019 13 June 2019
14 June 2019 03 October 2019
Verifiable CPD activity 1
FPI190600171 Fundhouse Advisor (Pty) Ltd ASISA IFA Practice Management
Programme – Module 2
11 June till 13 June 2019 Verifiable CPD activity 12.5
FPI190600172 Moonstone Business School of
Excellence (Pty) Ltd
Introduction to South African
Legislation
15th
- 16th
July 2019 | 17th
– 19th
July
2019
Verifiable CPD activity 3
FPI190600173 Liberty Group Limited Quantum Leadership: Workshop 1 -
Know Your Business
16 July 2019 18 July 2019
24 July 2019
Verifiable CPD activity 10
FPI190600174 CFA Society South Africa Factor Investing in South Africa: The
opportunities and risks
3 june 2019 - 03 june 2020 Verifiable CPD activity 0.5
FPI190600175 ICTS Legal Services (Pty) Ltd Colourfield Legal Forum July 2019 till 31 May 2020 Verifiable CPD activity 2
FPI19070001 CFA Society South Africa Venture Capital Masterclass 26 June 2019 Verifiable CPD activity 1
FPI19070002 ISS Compliance FICA Update 23 July 2019 Verifiable CPD activity 3
FPI19070003 Natsure (Pty) Ltd From take-off to touchdown. Aviation
Losses
03 - 18 July 2019 Verifiable CPD activity 0.5
FPI19070004 Natsure (Pty) Ltd Marine Tradition vs Modernization 05 June 2019 Verifiable CPD activity 0.5
FPI19070005 Natsure (Pty) Ltd the importance of truck driver traning 01 June 2019 - 01st June 2020 Verifiable CPD activity 0.5
FPI19070006 Natsure (Pty) Ltd Unwrapping Motor Traders Insurance July 2019 till March 2020 Verifiable CPD activity 0.5
FPI19070007 Boutique Collective Investments Constructing Portfolios Post Elections July 2019 till June 2020 Verifiable CPD activity 1.5
FPI19070008 Nedgroup Investments (Pty) Ltd Quarterly Nedbank Private Wealth
Feedback Sessions
July 2019 till June 2020 Verifiable CPD activity 1.5
FPI19070009 Centre for Professional
Development
2019 Webinar: Behavioural Finance 23 July 2019 till 22 July 2020 Verifiable CPD activity 1
FPI19070010 The Collaborative Exchange (Pty)
Ltd
Meet The Managers 2019 26 September 2019 till 25 September
2020
Verifiable CPD activity 4.5
FPI19070011 Unlimited People Consulting (Pty)
Ltd
Professional Selling Skills for the
Financial Industry
October 2019 till September 2020 Verifiable CPD activity 10.5
FPI19070012 Avior Capital Markets (Pty) Ltd Avior 2019 Summit 18 july 2019 - 18 july 2020 Verifiable CPD activity 5
FPI19070013 Sanlam Life Insurance Limited 2019 CFA institute Wealth Management
Conference
15 August 2019 - 15 Agust 2020 Verifiable CPD activity 11
FPI19070014 Mazi Macquarie Securities (RF)
(Pty) Ltd
Economic and political risk 24th May 2019 Verifiable CPD activity 1.5
FPI19070015 Stanlib Wealth Management (Pty)
Ltd
INN8 Practice Management
Development Session Durban
01 July 2019 till 31 June 2020 Verifiable CPD activity 1.5
FPI19070016 VAPS Consulting (Pty) Ltd Bribery & Corruption 1 July 2019 - 31 May 2020 Verifiable CPD activity 6
FPI19070017 Liberty Corporate Financial Advisors Economic and
Investment Update Session
01 July 2019 Verifiable CPD activity 2
FPI19070018 Alexander Forbes Financial
Planning Consultants (Pty) Ltd
Prudential Report Back October 2019 till September 2020 Verifiable CPD activity 0.5
FPI19070019 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
Namibian update 01 July 2019 till 31 June 2020 Verifiable CPD activity 1
FPI19070020 Investec Asset Management (Pty)
Ltd
Zebra Zone follow up sessions july 2019 03-04 June 2019 Verifiable CPD activity 0.5
FPI19070021 Prima Research (Pty) Ltd SA Consumer Update – Food services,
household goods and pharmaceutical
retail
01 june 2019 - 31 may 2020 Verifiable CPD activity 1
FPI19070022 Investec Asset Management (Pty)
Ltd
Taking Stock Bloem 01 July 2019 till 31 June 2020 Verifiable CPD activity 1.5
FPI19070023 Momentum, a division of MMI
Holdings
Planning for retirement 23 July and 25 July 2019 Verifiable CPD activity 12
FPI19070024 Liberty Corporate Understanding Default Regulations 18 june - 21 july 2019 Verifiable CPD activity 1.5
FPI19070025
Asset TV (Pty) Ltd
ESG Masterclass 31 July 2019 till 31 June 2019 Verifiable CPD activity 1
FPI19070026 Liberty Group Limited DPFM - Fundamentals of Financial
Planning
July 2019 till 31 June 2020 Verifiable CPD activity 8
FPI19070027 Centre for Professional
Development
2019 Webinar: Using Technology to
build and maintain client relationships
15 April 2019 16 April 2019
17 April 2019
Verifiable CPD activity 1
FPI19070028 ICTS Legal Services (Pty) Ltd ICTS Legal June Forum 2006 1 July 2019 - 31 May 2020 Verifiable CPD activity 2
FPI19070029 Centre for Professional
Development
2019 Webinar: Current developments
relating to short term insurance in SA
5, 6 july 2019 Verifiable CPD activity 1
FPI19070030 OUTsurance Insurance Company Sales Training 4-18 June 2019 Verifiable CPD activity 18
FPI19070031 Centre for Professional
Development
2019 Webinar: GAP cover, NHI and
legislation in healthcare
July 2019 Verifiable CPD activity 1
FPI19070032 Centre for Professional
Development
2019 Webinar: Low cost benefit options July 2019 – June 2020 Verifiable CPD activity 1
FPI19070033 ABSA Group Limited ABSA fixed income franchise 16-Jul-19 Verifiable CPD activity 1.5
FPI19070034 LMS Life Counselling CC Ethics in Finance 01 August 2019 Verifiable CPD activity 2
FPI19070035 Centre for Professional
Development
Investment Planning for Business
Owners
10 july 2019 Verifiable CPD activity 2
FPI19070036 Old Mutual Investment Group (Pty)
Ltd
Invest with Faith 23 July 2019 22 June 2020 Verifiable CPD activity 0.5
FPI19070037
Asset TV (Pty) Ltd
DFM Masterclass 12 June 2019 Verifiable CPD activity 1
FPI19070038 OUTsurance Insurance Company Sales Training 27 May 2019 28 May 2019
29 May 2019
Verifiable CPD activity 15
FPI19070039 Coronation Management Company FacetoFace 03 September 2019 till 31 May 2020 Verifiable CPD activity 3
FPI19070040 Momentum, a division of MMI
Holdings
Supervision 05 September 2019 till 31 May 2020 Verifiable CPD activity 4
FPI19070041 eStudy (Pty) Ltd Class of Business: Short-term Insurance
Commercial Lines
17 July 2019 19 July 2019
23 July 2019
Verifiable CPD activity 2
FPI19070042 Momentum, a division of MMI
Holdings
Investment Roadshow 15th
July 2019 – 18th
July 2019 Verifiable CPD activity 4
FPI19070043 NBC Holdings (Pty) Ltd Legal Seminar 17 & 19 July 2019 Verifiable CPD activity 4
FPI19070044 Masthead (Pty) Ltd Regulatory Update – Open Day 01st July 2019 – 01st July 2020 Verifiable CPD activity 1
FPI19070045 CFA Society South Africa Valuations and Portfolio Construction
Masterclass with Dr Ronald Kahn
23rd
July 2019 – 31st August 2019 Verifiable CPD activity 3
FPI19070046 ABSA Group Limited External Distribution Chanel – Property
Equity Lunch/Breakfast
17th
& 18th
July 2019 | 02nd
August
2019 | 10th
September 2019
Verifiable CPD activity 1
FPI19070047
Asset TV (Pty) Ltd
Fixed Income session 01st September 2019 – 01
st September
2020
Verifiable CPD activity 1
FPI19070048 Old Mutual Investment Group (Pty)
Ltd
Investment Managers Conference 01 July 2019 till 31 June 2020 Verifiable CPD activity 4.5
FPI19070049 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
Business Transformation workshop 1 25 June 2019 Verifiable CPD activity 5
FPI19070050 Citadel Investement Services (Pty)
Ltd
TCF, Complaints Resoluion Policy 09 & 10 May 2019 Verifiable CPD activity 2
FPI19070051 OUTsurance Insurance Company OUTcential OUTFO 13 August 2019 14 August 2019
15 August 2019
16 August 2019 20 August 2019
Verifiable CPD activity 1
FPI19070052 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
Business & Investment Update East
London
16 July 2019 Verifiable CPD activity 1
FPI19070053 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
Offshore Update 1 august 16 July 2019 till 15 July 2020 Verifiable CPD activity 1.5
FPI19070054 Old Mutual Personal Finance PFA top 50 advisors 14 June 2019 Verifiable CPD activity 1
FPI19070055 Spectacular Training &
Conferences
Corporate Governance 02 August 2019 04 September
2019 31 January 2020
Verifiable CPD activity 7
FPI19070056 PSG Wealth Financial Planning
(Pty) Ltd
PSG Wealth Product and Platform
Feedback Session - Port Elizabeth 12
June
23 July 2019 - 22 July 2020 Verifiable CPD activity 0.5
FPI19070057 ABSA Group Limited EDC Fixed Income Lunch May 2019 11 July 2019 Verifiable CPD activity 1
FPI19070058 ASISA Academy Financial Services Industry Overview
Blitzcamp
19 July 2019 till 18 July 2020 Verifiable CPD activity 5.5
FPI19070059 ASISA Academy ASISA Academy Investment
Management Overview Blitzcamp
11-Jul-19 Verifiable CPD activity 6
FPI19070060 Liberty Group Limited Morning of Learning/Afternoon of
Learning
18 & 29 July 201 Verifiable CPD activity 1
FPI19070061 Momentum, a division of MMI
Holdings
Outcomes matter 06 august 2019 - 06 august 2020 Verifiable CPD activity 2
FPI19070062 Cinnabar Investment Management
(Pty) Ltd
quartley investment committee
meeting
19th
July 2019 Verifiable CPD activity 1.5
FPI19070063
Asset TV (Pty) Ltd
CPD in SA 15 May 2019 Verifiable CPD activity 0.5
FPI19070064 Old Mutual Wealth PCS Insight Exchange 27 & 28 June 2019 Verifiable CPD activity 1
FPI19070065 Sanlam Life Insurance Limited Business Assurance Masterclass; Buy &
Sell
16 July 2019 to 31 May 2020 Verifiable CPD activity 3
FPI19070066 Old Mutual Personal Finance Replacement of Risk Policies – RDR
Proposal OO
01 August 2019 till 31 July 2020 Verifiable CPD activity 1.5
FPI19070067 Moonstone Business School of
Excellence (Pty) Ltd
Leveraging on Emotional Intelligence 01 August 2019 till 31 July 2020 Verifiable CPD activity 2
FPI19070068 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
Offshore Update 25 June 2019 01 August 2019 till 31 July 2020 Verifiable CPD activity 2
FPI19070069 Old Mutual Personal Finance CoDa Mid-Year Business Session 10-Jul-19 Verifiable CPD activity 7
FPI19070070 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
Independent Insights 2019 20th
& 22nd
August 2019 Verifiable CPD activity 2
FPI19070071 Sanlam Life Insurance Limited Practice Management Masterclass
Workshop
01 July 2019 till 31 June 2020 Verifiable CPD activity 3
FPI19070072 Prudential Portfolio Managers Unit
Trusts Limited
Marketing and Advertising Updates 01 July 2019 till 31 June 2020 Verifiable CPD activity 1.5
FPI19070073 Alexander Forbes Financial
Services (Pty) Ltd
CEB Diagnosis 01 July 2019 till 31 June 2020 Verifiable CPD activity 2.5
FPI19070074 Jaltech (Pty) Ltd Section 12J Training Seminar 13 May 2019 Verifiable CPD activity 1.5
FPI19070075 Noble Private Portfolios (Pty) Ltd Noble PP Investment Seminar 28 - 30 July 2019 Verifiable CPD activity 5
FPI19070076 Nedgroup Investments (Pty) Ltd Investment Summit 2019 01st August 2019 Verifiable CPD activity 6.5
FPI19070077 Associated Compliance Marine Insurance - Making digital work 01st July 2019 – 01
st July 2020 Verifiable CPD activity 1.5
FPI19070078 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
GEPF 01st July 2019 – 01
st July 2020 Verifiable CPD activity 1.5
FPI19070079 Investec Asset Management (Pty)
Ltd
Zebra Zone 31 july & 01 August 2019 Verifiable CPD activity 1.5
FPI19070080 Moonstone Business School of
Excellence (Pty) Ltd
Regulatory Update 09 July & 10 July 2019 Verifiable CPD activity 3.5
FPI19070081 Efficient Private Clients (Pty) Ltd The Market Call 23-29 May 2019 Verifiable CPD activity 1.5
FPI19070082 Elite Wealth Management(Pty) Ltd Select Manager Investment Meeting May
2019
10 - 25 July 2019 Verifiable CPD activity 3
FPI19070083 Sanlam Life Insurance Limited Elite Workshop#2 01 July 2019 till 31 June 2020 Verifiable CPD activity 6.5
FPI19070084 Black Onyx Mastering the Six Traits of Executive
You
13 August 2019 Verifiable CPD activity 3.5
FPI19070085 Black Onyx Mastering Your Ethical Intelligence 30 July 2019 01 August
2019
05 August 2019 07 August
Verifiable CPD activity 3.5
FPI19070086 Black Onyx Presentation Skills for Finance
Professionals and Executives
16 July 2019 till 15 July 2020 Verifiable CPD activity 2.5
FPI19070087 Black Onyx Rethinking the Boardroom: Make Your
Board a Point of Competitive Advantage
01 August 2019 till 31 July 2020 Verifiable CPD activity 1.5
FPI19070088 Alexander Forbes Financial
Planning Consultants (Pty) Ltd
Incompass Offshore 01 August 2019 till 31 July 2020 Verifiable CPD activity 1
FPI19070089 Centre for Professional
Development
Social Media Marketing Masterclass 14th
– 20th
August 2019 Verifiable CPD activity 3
FPI19070090 ABSA Group Limited Wealth Credit Masterclass - Part Two 05 July 2019 Verifiable CPD activity 2
FPI19070091 ABSA Group Limited Wealth Credit Masterclass - Part Two 06 August 2019 Verifiable CPD activity 2.5
FPI19070092 Moonstone Business School of
Excellence (Pty) Ltd
Introduction to Smart Beta 31 July 2019 1 August 2019 21
August 2019
Verifiable CPD activity 2.5
FPI19070093 Old Mutual Corporate KIC -Competitior analysis 20-May-19 Verifiable CPD activity 1.5
FPI19070094 IRFA Annual Conference 15-May-19 Verifiable CPD activity 8.5
FPI19070095 Sanlam Life Insurance Limited Select Close Up 25-31 July 2019 Verifiable CPD activity 2.5
FPI19070096 Moonstone Business School of
Excellence (Pty) Ltd
Fundamentals of financial investment
planning II
01 August 2019 till 31 July 2020 Verifiable CPD activity 5.5
FPI19070097 Moonstone Business School of
Excellence (Pty) Ltd
Understanding financial cirses 01 August 2019 till 31 July 2020 Verifiable CPD activity 8
FPI19070098 Investec Asset Management (Pty)
Ltd
ims Academy 2019 01 August 2019 till 31 July 2020 Verifiable CPD activity 9.5
FPI19070099 Wealth Associates South Africa
(Pty) Ltd
Wealth Associates Investment Forum
and Pitstop
01 August 2019 till 31 July 2020 Verifiable CPD activity 5.5
FPI19070100 Associated Compliance Emerald Risk Transfer Reinsurance
Update
23-29 May 2019 Verifiable CPD activity 2
FPI190700101 Coronation Management Company Conversations with Coronation – Global
Developed and Emerging Markets
10 - 25 July 2019 Verifiable CPD activity 1
FPI19070102 ABSA Group Limited GEPF Knowledge Session 01 July 2019 till 31 June 2020 Verifiable CPD activity 2
FPI19070103 Investment Analyst Society of
South Africa
Analyst Masterclass 2019 12-Aug-19 Verifiable CPD activity 2
FPI19070104 The Collaborative Exchange (Pty)
Ltd
Investment Think Tank 2019 30 July 2019 01 August
2019
05 August 2019 07 August
Verifiable CPD activity 5.5
FPI19070105 Alexander Forbes Financial
Services (Pty) Ltd
KI Training 16 July 2019 till 15 July 2020 Verifiable CPD activity 3
FPI19070106 Integrity Academy (Pty) Ltd Overcoming Sales Objectives 01 August 2019 till 31 July 2020 Verifiable CPD activity 6
FPI19070107 Integrity Academy (Pty) Ltd Dealing with difficult customers 01 August 2019 till 31 July 2020 Verifiable CPD activity 6.5
FPI19070108 Discovery Central Services (Pty)
Ltd
Discovery Invest Roadshow 14th
– 20th
August 2019 Verifiable CPD activity 4
FPI19070109 Glacier Financial Holdings (Pty)
Ltd
Glacier Asset Manager Day: Sanlam
Private Wealth
05 July 2019 Verifiable CPD activity 1
FPI19070110
FIA (Financial Intermediaries Association of Southern Africa (NPC)
In-depth sessions covering Disability,
Medical, Underwriting, Claims
processes in general
06 August 2019 Verifiable CPD activity 5
FPI19070111 Glacier Financial Holdings (Pty)
Ltd
Glacier Life Investment Summit: South 31 July 2019 1 August 2019 21
August 2019
Verifiable CPD activity 1.5
FPI19070112 Investec Asset Management (Pty)
Ltd
Noah Roadshow 20-May-19 Verifiable CPD activity 1
FPI19070113 Investec Asset Management (Pty)
Ltd
BOML Research 15-May-19 Verifiable CPD activity 18
FPI19070114 Investec Asset Management (Pty)
Ltd
Goldman Sachs 25-31 July 2019 Verifiable CPD activity 3.5
FPI19070115 Foord Asset Management (Pty) Ltd Forward Thinking Conversations 01 August 2019 till 31 July 2020 Verifiable CPD activity 2
FPI19070116 Moonstone Business School of
Excellence (Pty) Ltd
Cyber Security, GDPR and its
applicability to the Financial Sector
01 August 2019 till 31 July 2020 Verifiable CPD activity 1.5
FPI19070117 Moonstone Business School of
Excellence (Pty) Ltd
Coaching and Mentoring Skills for FAIS
Supervisors
01 August 2019 till 31 July 2020 Verifiable CPD activity 6.5
FPI19070118 Moonstone Business School of
Excellence (Pty) Ltd
Compliance Regulatory Environment
Developing a CRMP
01 August 2019 till 31 July 2020 Verifiable CPD activity 7.5
FPI19070119 Moonstone Business School of
Excellence (Pty) Ltd
Trustee Training Fundamentals -2-pf130
governance
01 August 2019 till 31 July 2020 Verifiable CPD activity 2
FPI19080001 Stanlib Wealth Management (Pty)
Ltd
STANLIB Global Equity Update 15 July 2019 17 July 2019 18
July 2019
19 July 2019 25 July 2019
Verifiable CPD activity 0
FPI19080002 CFA Society South Africa Patience Premium for Long-Term
Investing in the stock markets –
Webinar
July 2019 Verifiable CPD activity 0.5
FPI19080003 Sanlam Life Insurance Limited Economic Overview Workshop Session 16 July 2019 Verifiable CPD activity 1.5
FPI19080004 PPS Financial Planning, a division
of PPS Insurance Company Limited
Discretionary Fund Manager Investment
Session
06th
– 27th
August 2019 Verifiable CPD activity 1
FPI19080005 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
HS Network AGM - March 2019 11-13 March 2019 Verifiable CPD activity 10.5
FPI19080006 Integrity Academy (Pty) Ltd Call Centre Training 01st July 2019 – 31 June 2020 Verifiable CPD activity 7.5
FPI19080007 PSG Wealth Financial Planning
(Pty) Ltd
2019 Fund Committee Due Diligence
Meeting
25-Jul-19 Verifiable CPD activity 4
FPI19080008 Horizon Compliance FICA & AML 01st July 2019 – 01
st July 2020 Verifiable CPD activity 2.5
FPI19080009 Moonstone Business School of
Excellence (Pty) Ltd
Cyber Security Compliance for the
financial sector: POPI Act
01 August 2019 till 31 July 2020 Verifiable CPD activity 1.5
FPI19080010 Moonstone Business School of
Excellence (Pty) Ltd
Cyber Security, PII and Secure Data
Management
01 August 2019 till 31 July 2020 Verifiable CPD activity 1.5
FPI19080011 Moonstone Business School of
Excellence (Pty) Ltd
Automotive Finance and Insurance -
Customer Service
01 August 2019 till 31 July 2020 Verifiable CPD activity 1.5
FPI19080012 Moonstone Business School of
Excellence (Pty) Ltd
Trustee Training Fundamentals – 1
–Duties of the Trustee Board
01st July 2019 - 01
st July 2020 Verifiable CPD activity 2
FPI19080013 Moonstone Business School of
Excellence (Pty) Ltd
Trustee Training Fundamentals – 4 –
Death Benefits Disposition
01st July 2019 - 01
st July 2020 Verifiable CPD activity 2
FPI19080014 Moonstone Business School of
Excellence (Pty) Ltd
Effective interpersonal skills in an
advice-giving context
01st July 2019 - 01
st July 2020 Verifiable CPD activity 3.5
FPI19080015 Moonstone Business School of
Excellence (Pty) Ltd
Compliance Principles of Materiality 01st July 2019 - 01
st July 2020 Verifiable CPD activity 3
FPI19080016 Prima Research (Pty) Ltd Food Producers – Sector update (PFG,
RFG and TBS)
22 July 2019 to 31 July 2019 Verifiable CPD activity 1
FPI19080017 Glacier Financial Holdings (Pty)
Ltd
Glacier Roundtable Session Q3 17 July 2019 Verifiable CPD activity 1
FPI19080018 Citadel Investement Services (Pty)
Ltd
Cross Border Considerations July 2019 29 July 2019 till 28 July 2020 Verifiable CPD activity 1
FPI19080019 Novia One Group (Pty) Ltd Colour Accounting 2020 01 June 2019 till 31 May 2020 Verifiable CPD activity 5.5
FPI19080020 Mazi Macquarie Securities (RF)
(Pty) Ltd
Ric Deverell, Global Economy and
Investment Views
20 August 2019 21 August 2019 22
August 2019
Verifiable CPD activity 1.5
FPI19080021 Old Mutual Investment Group (Pty)
Ltd
Old Mutual Wealth Engage 01st – 31
st May 2019 Verifiable CPD activity 2
FPI19080022 Investec Asset Management (Pty)
Ltd
Taking Stock Winter 2019 02nd
August 2019 – 06th
August 2019 Verifiable CPD activity 1.5
FPI19080023 Investec Asset Management (Pty)
Ltd
Taking Stock Winter 2019 30 - 31 July 2019 Verifiable CPD activity 1.5
FPI19080024 Alexander Forbes Financial
Planning Consultants (Pty) Ltd
Four Investment Worldviews 19-Jun-19 Verifiable CPD activity 1
FPI19080025 Investec Bank Limited Intermediary Tax and Exchange Control
Training
12th
– 13th
September 2019 Verifiable CPD activity 2.5
FPI19080026 Investec Bank Limited Financial Crime Compliance –
Intermediary Update
21 August 2019 - 31 October 2019 Verifiable CPD activity 2
FPI19080027 PPS Financial Planning, a division
of PPS Insurance Company Limited
Estate Planning 1 Aug 2019 - 01 Aug 2020 Verifiable CPD activity 2
FPI19080028 Masthead (Pty) Ltd Develop a Risk Management Plan to
protect your business, employees and
clients 2019
01 August 2019 till 31 July 2020 Verifiable CPD activity 3
FPI19080029 Stanlib Wealth Management (Pty)
Ltd
INN8 Practice Management
Development Session Cape Town
14 August 2019 Verifiable CPD activity 1.5
FPI19080030 Masthead (Pty) Ltd Tax and other aspects of Retirement
Funds and Investments
01 August 2019 till 31 July 2020 Verifiable CPD activity 2
FPI19080031 Compliance and Learning Center
(Pty) Ltd
Forex Investment Concepts 01 August 2019 till 31 July 2020 Verifiable CPD activity 4
FPI19080032 Alexander Forbes Financial
Planning Consultants (Pty) Ltd
Alexabder Forbes - Market and Core
Range Update
31 July 2019 Verifiable CPD activity 0.5
FPI19080033 Full Value Financial Services (Pty)
Ltd
Bond Principles for Financial Advisors
and Investors
01 August 2019 till 31 July 2020 Verifiable CPD activity 3
FPI19080034 VAPS Consulting (Pty) Ltd Quarterly Compliance Meeting 10 August 2019 until 09 August 2020 Verifiable CPD activity 1
FPI19080035 Fundhouse Advisor (Pty) Ltd Q2 Investment Update 15 July 2019 – 07 August 2019 Verifiable CPD activity 2
FPI19080036 Moonstone Business School of
Excellence (Pty) Ltd
Trustee Training Fundamentals 3 –
Retirement Fund Rules
01 August 2019 till 31 July 2020 Verifiable CPD activity 1.5
FPI19080037 Ashburton Fund Managers
Proprietary Limited
Ashburton Investment Dinner Club for
IFA’S /Wealth Managers
30 July 2019 06 August
07 August 2019
Verifiable CPD activity 1.5
FPI19080038 Citadel Investement Services (Pty)
Ltd
CAM – Hedge Funds 22 July 2019 to 31 July 2019 Verifiable CPD activity 0.5
FPI19080039 Ascension Business Academy (Pty)
Ltd
Introduction to Reinsurance 01st August 2019 – 01
st August 2020 Verifiable CPD activity 3.5
FPI19080040 Nedgroup Investments (Pty) Ltd Nedgroup Investment Engage 2019 28-Aug-19 Verifiable CPD activity 4
FPI19080041 Moonstone Business School of
Excellence (Pty) Ltd
Trustee Training Fundamentals 8 –
default regulations
01 August 2019 till 31 July 2020 Verifiable CPD activity 1.5
FPI19080042 FISA 9th Annual Confernece 05-Sep-19 Verifiable CPD activity 5.5
FPI19080043 PPS Investments (Pty) Ltd Unpacking EAC 06 Aug 2019 Verifiable CPD activity 1
FPI19080044 Old Mutual Corporate RCS Webinar 28 Aug 2019 Verifiable CPD activity 0.5
FPI19080045 Nedgroup Investments (Pty) Ltd Nedgroup Investment 10yr Anniversary
Core Roadshow 2019
5-8 August 2019 Verifiable CPD activity 1
FPI19080046 Old Mutual Corporate @The Forefront 13 May 2019 till 25 July 2019 Verifiable CPD activity 0.5
FPI19080047 Enhance IFA Solutions (Pty) Ltd Risk Profile & Due Diligence Workshop 11 September 2019 tilll 10 September
2020
Verifiable CPD activity 4.5
FPI19080048 Sanlam Life Insurance Limited Short-term: Personal Lines COB module 01 June 2019 till 31 May 2020 Verifiable CPD activity 10.5
FPI19080049 Sanlam Life Insurance Limited Short-term: Commercial Lines COB
module
01 June 2019 till 31 May 2020 Verifiable CPD activity 14.5
FPI19080050 Ascension Business Academy (Pty)
Ltd
Policyholder Protection Rules 01st August 2019 – 01
st August 2020 Verifiable CPD activity 6.5
FPI19080051 VAPS Consulting (Pty) Ltd TCF 02 Aug 2019 - 02 Aug 2020 Verifiable CPD activity 4.5
FPI19080052 Citadel Investement Services (Pty)
Ltd
CAM Roadshow 12 August 2019 13 August 2019 15
August 2019
16 August 2019
Verifiable CPD activity 1
FPI19080053 Associated Compliance Legislative Update May 2019 01 June 2019 till 31 December 2019 Verifiable CPD activity 0.5
FPI19080054 Associated Compliance Legislative Update June 2019 15 August 2019 till 14 August 2019 Verifiable CPD activity 1
FPI19080055 Associated Compliance Legislative Update June 2019 01 July 2019 till 31 June 2019 Verifiable CPD activity 1
FPI19080056 Associated Compliance FIC Guidance Note 28 4B 01 June 2019 till 31 May 2020 Verifiable CPD activity 1.5
FPI19080057 Sasfin Financial Advisory Services Beyond Global Weath and into the
Future
29 August 2019 05 September 2019 Verifiable CPD activity 1.5
FPI19080058 Associated Compliance GIB Claims Settlement Training 26 June 2019 | 10 July 2019 Verifiable CPD activity 1.5
FPI19080059 Masthead (Pty) Ltd Liquidity on death in the cas eof
different matrimonial regimes
14 Aug 2019 - 14 Aug 2020 Verifiable CPD activity 2.5
FPI19080060 Associated Compliance GIB Claims Process Training 11 June 2019 Verifiable CPD activity 2.5
FPI19080061 SA Asset Management Quarterly Economic Overview and Fund
Update
13 August 2019 Verifiable CPD activity 1.5
FPI19080062 Masthead (Pty) Ltd Trust and the taxation of trusts 14 August 2019 Verifiable CPD activity 2.5
FPI19080063 Mazi Macquarie Securities (RF)
(Pty) Ltd
Illana Melzer, views into the developing
lower end housing market
02 September 2019 03 September
2019
Verifiable CPD activity 1.5
FPI19080064 Moonstone Business School of
Excellence (Pty) Ltd
Essential Meeting Skills 01 August 2019 till 31 July 2020 Verifiable CPD activity 2.5
FPI19080065 Moonstone Business School of
Excellence (Pty) Ltd
Trust Training 9 Prohibition on the
acceptance of Gratification
01 August 2019 till 31 July 2020 Verifiable CPD activity 1.5
FPI19080066 Sanlam Life Insurance Limited Bluestar Principal Chambers 20 May 2019 21 May 2019 03 June
2019 06 June 2019
07 June 2019 14 June 2019
Verifiable CPD activity 2
FPI19080067 1Life Insurance Limited 1Life Vantage Roadshow 20 August 2019 to 29 August 2019 Verifiable CPD activity 1
FPI19080068 Sanlam Life Insurance Limited Q2 Quarterly Investment Meetings 29 July 2019 till 17 September 2019 Verifiable CPD activity 1
FPI19080069 Ascension Business Academy (Pty)
Ltd
Class of Business Training - Short-term
Insurance: Personal Lines
01 August 2019 till 31 July 2020 Verifiable CPD activity 6.5
FPI19080070 Ascension Business Academy (Pty)
Ltd
Class of Business Training - Short-term
Insurance: Commercial Lines
01 August 2019 till 31 July 2020 Verifiable CPD activity 6.5
FPI19080071 Ascension Business Academy (Pty)
Ltd
Treating Custumers Fairly 01 August 2019 till 31 July 2020 Verifiable CPD activity 3.5
FPI19080072 OUTsurance Insurance Company Class of Business: Long-term Insurance 01 August 2019 till 31 July 2020 Verifiable CPD activity 12.5
FPI19080073 Alexander Forbes Financial
Services (Pty) Ltd
Hot Topics Q2 2019 24 July 2019 23 July 2019 25 July 26
July 2019
Verifiable CPD activity 2
FPI19080074 Liberty Group Limited DPFM Business Planning 2019 01 August 2019 till 31 July 2020 Verifiable CPD activity 6.5
FPI19080075 Associated Compliance Hollard Life Disability Insurance Update
2019
01 June 2019 till 31 May 2020 Verifiable CPD activity 1
FPI19080076 Associated Compliance Hollard Quarterly Insights - June 2019 August 2019 till December 2019 Verifiable CPD activity 1
FPI19080077 Citadel Investement Services (Pty)
Ltd
Training 07 August 2019 12 August 2019 19
August 2019 20 August 2019 22
August 2019 03 September 2019 11
Verifiable CPD activity 2
FPI19080078 Simply Learn CC Ethics in Financial Services
Organisations
01 June 2019 till 31 May 2020 Verifiable CPD activity 1
FPI19080079 Investec Bank Limited FAIS Expose (Annual FAIS Awareness
Training)
25 June - 31 July 2019 Verifiable CPD activity 2.5
FPI19080080 Moonstone Business School of
Excellence (Pty) Ltd
Study Guide – Pages 33-37 01 Aug 2019 - 01 Aug 2020 Verifiable CPD activity 3.5
FPI19080081 Glacier Financial Holdings (Pty)
Ltd
GI Tax Session 26 July 2019 till 25 July 2020 Verifiable CPD activity 1
FPI19080082 Investec Asset Management (Pty)
Ltd
Market and Funds outlook with our
portfolio managers
23 July 2019 15 July 2019 Verifiable CPD activity 1
FPI19080083 Discovery Central Services (Pty)
Ltd
South Africa’s economy impacted by
Global Events and the three things that
history teaches us about Investing
01 June 2019 till 31 May 2020 Verifiable CPD activity 1
FPI19080084 Glacier Financial Holdings (Pty)
Ltd
Economic Overview Q3 05 August 2019 Verifiable CPD activity 1.5
FPI19080085 CoreShares Asset Management
(Pty) Ltd
Think Indexing Conference 20 June 2019 Verifiable CPD activity 5
FPI19080086 ABSA Group Limited Excellence is the Product of Choice -
Absa Linked Investments
01Spetember 2019 Verifiable CPD activity 3
FPI19080087 Ashburton Fund Managers
Proprietary Limited
Fixed Income Workshop 12 August 2019 14 August 2019
15 August 2019
16 August 2019 04 September 2019
Verifiable CPD activity 0.5
FPI19080088 Mazi Macquarie Securities (RF)
(Pty) Ltd
Eighty 20, Live, Work, Play and shop 10 September 2019 11 September
2019
Verifiable CPD activity 1.5
FPI19080089 Ascension Business Academy (Pty)
Ltd
POPI Act Workshop 01 August 2019 till 31 July 2020 Verifiable CPD activity 3.5
FPI19080090 Stanlib Wealth Management (Pty)
Ltd
INN8 Faith Liversedge Webinar 21 August 2019 Verifiable CPD activity 1
FPI19080091 2IP (Pty) Ltd The Global Macro Economic Backdrop
and its Relevance to the Investment
Environment Q3 & Q4
19th
– 29th
August 2019 | 18th
November 2019 – 04th
December 2019
Verifiable CPD activity 1.5
FPI19080092 Associated Compliance TRA Fire and Thatch Risk Mitigation
training
February 2019 Verifiable CPD activity 2
FPI19080093 Bengeula Health Solutions (Pty)
Ltd
Medical Schemes Product Design 20 August 2019 21 August 2019 22
August 2019
10 September 2019 19 September
Verifiable CPD activity 5.5
FPI19080094 Bengeula Health Solutions (Pty)
Ltd
Managed Care 13 August 2019 14 August 2019 15
August 2019 03 September 2019
12 September 2019 18
Verifiable CPD activity 5.5
FPI19080095 Bengeula Health Solutions (Pty)
Ltd
History of Health funding programme 27 August 2019 29 August 2019
11 September 2019
17 September 2019 26 September
Verifiable CPD activity 5.5
FPI19080096 Sanlam Life Insurance Limited Understanding CPD 01 June 2019 till 31 May 2020 Verifiable CPD activity 1.5
FPI19080097 CFA Society South Africa CFA Society South Africa Impact
Investing seminar at Leaderex
04 September 2019 Verifiable CPD activity 2
FPI19080098 Sanlam Life Insurance Limited Satrix Factor Investing Conference -
CPT
09 September 2019 Verifiable CPD activity 1.5
FPI19080099 Sanlam Life Insurance Limited Satrix Factor Investing Conference -
JHB
11 September 2019 Verifiable CPD activity 2
FPI19080100 Ascension Business Academy (Pty)
Ltd
FICA Training Workshop 01st Aug 2019 - 01st Aug 2020 Verifiable CPD activity 6.5
FPI19080101 Associated Compliance HIC Motor Fleets 01st June 2019-01st June 2020 Verifiable CPD activity 0.5
FPI190800102 Liberty Group Limited Liberty Regional Investment Summits 19 August 2019 20 August 2019
23 August 2019
27 August 2019 28 August 2019
Verifiable CPD activity 1
FPI190800103 Santam Limited Risk identification Assessment 01 August 2019 till 31 July 2020 Verifiable CPD activity 14
FPI190800104 Santam Limited Claims Management Framework 01 August 2019 till 31 July 2020 Verifiable CPD activity 2.5
FPI190800105 Santam Limited Did You Know Programme 01 August 2019 till 31 July 2020 Verifiable CPD activity 1.5
FPI190800106 Investment Analyst Society of
South Africa
Analyst Masterclass 18 September 2019 Verifiable CPD activity 1
FPI190800107 Centre for Professional
Development
COFI and How it applies to Health
Services
01 August 2019 till 31 July 2020 Verifiable CPD activity 1.5
FPI190800108 Centre for Professional
Development
Medical Scheme Demographis 27 August 2019 till 26 August 2020 Verifiable CPD activity 1.5
FPI190800109 Moonstone Business School of
Excellence (Pty) Ltd
Compliance Risk Management Process 01 August 2019 till 31 July 2020 Verifiable CPD activity 3.5
FPI190800110 Investec Asset Management (Pty)
Ltd
Dinner with Investec 06-Aug-19 Verifiable CPD activity 1
FPI190800111 Sanlam Life Insurance Limited In Conversation with Sanlam Corporate 20 - 27 Aug 2019 Verifiable CPD activity 3.5
FPI190800112 Centre for Professional
Development
2019 Webinar: Medical schemes and
health insurance primary care
13 Aug 2019 - 13 Aug 2020 Verifiable CPD activity 1.5
FPI190800113 Old Mutual Investment Group (Pty)
Ltd
Expected Returns 23 August 2019 - 23 August 2020 Verifiable CPD activity 0.5
FPI190800114 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
Allan Gray Insights Tech Talk 31 July
2019
31 July 2019 Verifiable CPD activity 1.5
FPI190800115 Bridge Fund Managers (Pty) Ltd TCF Training 01 August 2019 till 31 July 2020 Verifiable CPD activity 1.5
FPI190800116 PPS Academy, a division of PPS
Insurance (Pty) Ltd
Class of Business Training: Investments 01 September 2019 till 31 August 2020 Verifiable CPD activity 9
FPI190800117 PPS Academy, a division of PPS
Insurance (Pty) Ltd
Class of Business Training: Long-term
Insurance
01 September 2019 till 31 August 2020 Verifiable CPD activity 8.5
FPI190800118 Discovery Central Services (Pty)
Ltd
Fundamentals of Short-term Insurance 1 August 2019 – 31 May 2020 Verifiable CPD activity 4.5
FPI190800119 Discovery Central Services (Pty)
Ltd
Business Insurance: Liability class 01 August 2019 till 31 July 2020 Verifiable CPD activity 1.5
FPI190800120 Old Mutual Wealth Treating Customers Fairly Module 01st August 2019 – 01
st August 2019 Verifiable CPD activity 2
FPI190800121 Old Mutual Wealth Fiduciary Services Module 01st August 2019 – 01
st August 2019 Verifiable CPD activity 1.5
FPI190800122 Moonstone Business School of
Excellence (Pty) Ltd
Compliance Programme 01 july 2019 - 01 july 202 Verifiable CPD activity 3.5
FPI190800123 Coronation Asset Management
(Pty) Ltd
Coronation Celebrating Woman’s Day
2019
06th
& 07th
August 2019 Verifiable CPD activity 2.5
FPI190800124 Sanlam Life Insurance Limited CPD Materslass 03rd
September 2019 – 03rd
September
2020
Verifiable CPD activity 3
FPI190800125 Bridge Fund Managers (Pty) Ltd 2019 - FICA Training 01 Aug 2019 - 01 Aug 2020 Verifiable CPD activity 1.5
FPI190800126 Momentum, a division of MMI
Holdings
Momentum Elite Business Breakfast 3 September 2019 6 September 2019
9 September 2019
Verifiable CPD activity 0.5
FPI190800127 Efficient Private Clients (Pty) Ltd The Market Call 23 August 2019 Verifiable CPD activity 1.5
FPI190800128 PSG Wealth Financial Planning
(Pty) Ltd
Wealth Product & Platform Meeting 24 July 2019 23 July 2019 25 July
26 July 2019
Verifiable CPD activity 1
FPI190800129 Centre for Professional
Development
2019 Webinar: Medical Scheme
Judgments
29th
August 2019 – 29th
August 2020 Verifiable CPD activity 1.5
FPI190800130 Old Mutual Investment Group (Pty)
Ltd
Investment Insight 13 August 2019 - 13 August 2020 Verifiable CPD activity 2
FPI190800131 Anchor Group Limited Pension Fund Benefits 01 June 2019 till 31 May 2020 Verifiable CPD activity 9
FPI190800132 Morningstar Investment
Management (Pty) Ltd
Q2 Investment Committee Report back 22 July 2019 24 July 2019 25 July
2019 26 July 2019 29 July
2019 30 July 2019 31 July
Verifiable CPD activity 1.5
FPI190800133 Glacier Financial Holdings (Pty)
Ltd
Glacier Asset Manager Day East London 06 August 2019 Verifiable CPD activity 3.5
FPI190800134 Alexander Forbes Financial
Services (Pty) Ltd
Junior Consultants Workshop 26-Jul-19 Verifiable CPD activity 2
FPI190800135 Momentum, a division of MMI
Holdings
Momentum Global Investment
Management Insights Workshop
23-Sep-19 Verifiable CPD activity 3.5
FPI190800136 Centre for Professional
Development
2019 Webinar: Legislation pertaining to
health care industry
22 Aug 2019 - 22 Aug 2020 Verifiable CPD activity 1.5
FPI190800137 Centre for Professional
Development
2019 Webinar: 2019 Tax Season 1 July 2019 - 01 July 2020 Verifiable CPD activity 1
FPI190800138 Ascension Business Academy (Pty)
Ltd
Requesting a survey report workshop 01 August 2019 till 31 July 2020 Verifiable CPD activity 2
FPI190800139 Stanlib Wealth Management (Pty)
Ltd
Listed Property Update 27 August 2019 28 August 2019
29 August 2019
03 September 2019 05 September
Verifiable CPD activity 0.5
FPI190800140 Associated Compliance Hollard Broker CPD Event 01 August 2019 till 31 May 2020 Verifiable CPD activity 1
FPI190800141 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
Webinar: Making Ethical decisions 15 July 201 till 14 July 2020 Verifiable CPD activity 1
FPI190800142 Discovery Central Services (Pty)
Ltd
What is Effective Annual Cost 01 June 2019 till 31 May 2020 Verifiable CPD activity 1.5
FPI190800143 Morningstar Investment
Management (Pty) Ltd
Managed Portfolio Report backs 23th July 2019 | 24th
July 2019 | 31st
July 2019
Verifiable CPD activity 2
FPI190800144 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
Allan Gray Local Fund Provider 03 September 2019 05
September 2019 10 September
2019 11 September 2019
Verifiable CPD activity 2.5
FPI190800145 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
Webinar: Ethics a shared meaning 15th
July 2019 – 15th
July 2020 Verifiable CPD activity 1
FPI190800146 Ascension Business Academy (Pty)
Ltd
FAIS BN194 Workshop 01st August 2019 – 01
st August 2020 Verifiable CPD activity 3.5
FPI190800147 Associated Compliance Hollard Insure TCF Overview 01st September 2019 – 31
st August
2020
Verifiable CPD activity 1.5
FPI190800149 Liberty Group Limited Replacement Advice Record - RAR -
Risk Replacements
01 June 2019 till 31 May 2020 Verifiable CPD activity 1.5
FPI190800149 Anchor Group Limited Risk Management and Compliance 01 June 2019 till 31 May 2020 Verifiable CPD activity 4
FPI190800150 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
My role regarding Ethics 17 July 201 till 16 July 2020 Verifiable CPD activity 1
FPI190800151 Investec Asset Management (Pty)
Ltd
Market Update 14 August 2019 Verifiable CPD activity 2
FPI190800152 Coronation Management Company Conversations with Coronation - August
& September 2019
21 August 201 28 August 2019 29
August 2019 30 August 2019
04 September 2019 05 September
Verifiable CPD activity 1
FPI190800153 Momentum, a division of MMI
Holdings
Investment Capabilitites Workshop 29 August 2019 Verifiable CPD activity 1
FPI190800154 Boutique Collective Investments Boutique Collective Investments
Seminar
05th
September 2019 – 12th
September
2019
Verifiable CPD activity 4
FPI190800155 Liberty Group Limited Quantum Leadership: Workshop 2 -
Grow Your Business
16th September 2019 – 15th
September 2020
Verifiable CPD activity 11
FPI190800156 Nedbank Limited Nedbank Private Wealth Investments
Monthly stratcom
01 August 2019 till 31 May 2020 Verifiable CPD activity 3.5
FPI190800157 Moonstone Business School of
Excellence (Pty) Ltd
Introduction to Goal based Financial
Planning
01 August 2019 till 31 July 2020 Verifiable CPD activity 4.5
FPI190800158 Moonstone Business School of
Excellence (Pty) Ltd
Policy and Procedure writing 01 August 2019 till 31 July 2020 Verifiable CPD activity 2.5
FPI190800159 Centre for Professional
Development
2019 Webinar: Further developments in
healthcare
03 October 2019 till 02 October 2020 Verifiable CPD activity 1.5
FPI190800160 Anchor Group Limited Anchor FA Roadshow – August 2019 27th
August 2019 – 03rd
September
2019
Verifiable CPD activity 1.5
FPI190800161 Centre for Professional
Development
Centre for Professional Development a
division of FPI NPC
24th
September 2019 – 24th
September
2020
Verifiable CPD activity 2
FPI190800162 Centre for Professional
Development
2019 Webinar: Economic Update 2 17th
September 2019 – 17th
September
2020
Verifiable CPD activity 1
FPI190800163 Prudential Portfolio Managers Unit
Trusts Limited
Insurance Act, Governance and
Standards and ORSA requirements
23 August 2019 till 31 May 2020 Verifiable CPD activity 2
FPI190800164 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
Unpacking the death claims process
JHB
26 September 2019 16 October
2019 17 October 2019
Verifiable CPD activity 4
FPI190800165 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
Unpacking the death claims process
BFN
27 August 2019 28 August 2019 Verifiable CPD activity 3.5
FPI190800166 Liberty Group Limited Investment Conference 03, 04, 05 September 2019 Verifiable CPD activity 3.5
FPI190800167 Stanlib Wealth Management (Pty)
Ltd
INN8 Practise Management CT 14 Aug 2019 - 14 Aug 2020 Verifiable CPD activity 1.5
FPI190800168 Sygnia Asset Management Sygnia Roadshow October 2019 15 October 2019 22 October 2019
23 October 2019 24 October 2019
Verifiable CPD activity 2
FPI190800169 Sanlam Life Insurance Limited Distribution Sales Exco Meeting July
2019
30 & 31 July 2019 Verifiable CPD activity 0.5
FPI190800170 Financial Services Conduct
Authority (FSCA)
FAIS Workshops 05 September 2019 10 September
2019 27 September 2019 10
October 2019 14 October 2019
Verifiable CPD activity 6
FPI190800171 Cadiz Funds (Pty) Ltd Meet our managers - Building equity
portfolios
04 September 2019 till 31 May 2020 Verifiable CPD activity 1.5
FPI190800172 Cadiz Funds (Pty) Ltd Meet the managers – Building Multi-
asset portfolios
12 September 2019 till 31 May 2020 Verifiable CPD activity 1.5
FPI190800173 Cadiz Funds (Pty) Ltd Meet our managers - Building equity
portfolios
04 September 2019 till 31 May 2020 Verifiable CPD activity 1.5
FPI190800174 Sygnia Asset Management Fionsolnet Cape Quarterly Meeting 30 August 2019 Verifiable CPD activity 1
FPI190800175 Circulus Online 7 Habits to Build a Legendary Financial
Services Practice
01 aug 2019 - 01 Aug 2020 Verifiable CPD activity 1
FPI190800176 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
Allan Gray Update | Momentum
Financial Planners
05 July 2019 Verifiable CPD activity 1
FPI19090001 Old Mutual Wealth Risk and Joint Planning Module 14 February 2019 till 13 February 2020 Verifiable CPD activity 6
FPI19090002 NBC Holdings (Pty) Ltd Treating Customers Fairly 19 August till 30 September 2019 Verifiable CPD activity 4.5
FPI19090003 The Institute of Health Risk
Managers (Pty) Ltd
The Conduct of Financial Institutions
Bill (COFI) and its relevance to the
medical schemes industry
01 June 2019 till 31 May 2020 Verifiable CPD activity 2
FPI19090004 Compliance and Learning Center
(Pty) Ltd
Understanding the new Regulatory
structure of the FSCA
01 September 2019 till 31 August 2020 Verifiable CPD activity 8
FPI19090006 Moonstone Business School of
Excellence (Pty) Ltd
Basic Business Budgeting Skills 01st July 2019 - 31 June 2020 Verifiable CPD activity 2.5
FPI19090007 Moonstone Business School of
Excellence (Pty) Ltd
Introduction to Debarment in South
Africa
01st July 2019 - 31 June 2020 Verifiable CPD activity 3.5
FPI19090008 Moonstone Business School of
Excellence (Pty) Ltd
Compliance Risk Identification and
Analysis
01st July 2019 - 31 June 2020 Verifiable CPD activity 3.5
FPI19090009 Centre for Professional
Development
2019 Webinar: International healthcare
providers
10th
September 2019 - 10th
September 2020
Verifiable CPD activity 1.5
FPI19090010 NBC Holdings (Pty) Ltd Conflict Of Interest Training 19th
August 2019 – 19th
August 2020 Verifiable CPD activity 2.5
FPI19090012 Compliance and Learning Center
(Pty) Ltd
Policy Holder Protection Rules for Long-
term Insurance CPD course
01 September 2019 till 31 August 2020 Verifiable CPD activity 7.5
FPI19090013 Boutique Collective Investments Boutique Collective Investments 06th
August 2019 Verifiable CPD activity 1.5
FPI19090014 Boutique Collective Investments Worcester - Boutique Collective
Investments Seminar
28th
August 2019 Verifiable CPD activity 2
FPI19090015 Centre for Professional
Development
2019 Retirement and Investment Forum
– JHB
16 Sept 2019 Verifiable CPD activity 4
FPI19090019 Amity Investment Solutions (Pty)
Ltd
Amity Masterclass - Connecting wealth
to life
14 August 2019 Verifiable CPD activity 5
FPI19090021
FIA (Financial Intermediaries Association of Southern Africa (NPC)
FAIS Ombud – The Office/Case
Studies/Problem Areas/Recent Trends
11 September 2019 till 31 May 2020 Verifiable CPD activity 1
FPI19090022 Compliance and Learning Center
(Pty) Ltd
The process of debarment 01 September 2019 till 31 May 2020 Verifiable CPD activity 1.5
FPI19090027 Prima Research (Pty) Ltd Shedding light on Eskom 09 Sept2019 – 25 Sept 2019 Verifiable CPD activity 1
FPI19090030 Glacier Financial Holdings (Pty)
Ltd
Glacier IdeasLab 2019 (Cape Town) 20 August 2019 Verifiable CPD activity 2
FPI19090032 Glacier Financial Holdings (Pty)
Ltd
IdeaLab 2019 21-23 Aug 2019 Verifiable CPD activity 2
FPI19090034 Moonstone Business School of
Excellence (Pty) Ltd
Compliance Advice 01 Sept 2019 till 31 Aug 2020 Verifiable CPD activity 4.5
FPI19090035 Moonstone Business School of
Excellence (Pty) Ltd
Trustee Training Fundamentals 7 –
Annual Financial Statements
01 Sept 2019 till 31 Aug 2020 Verifiable CPD activity 1.5
FPI19090038 Moonstone Business School of
Excellence (Pty) Ltd
Compliance Regulatory Requirements 01 Sept 2019 till 31 Aug 2020 Verifiable CPD activity 2.5
FPI19090039 Centre for Professional
Development
2019 Retirement and Investment CT 18 September 2019 Verifiable CPD activity 4
FPI19090040 Circulus Online Buy and Sell Pitfalls and Implications 18 September 2019 Verifiable CPD activity 1
FPI19090041 Moonstone Business School of
Excellence (Pty) Ltd
Trustee Training Fundamentals 6 –
Retirement Fund Contribution Reg
01st July 2019 – 01st July 2020 Verifiable CPD activity 1.5
FPI19090042 Moonstone Business School of
Excellence (Pty) Ltd
Trustee Training Fundamentals 5 -
Regulation 28: Investment Limits
and Reporting
01st July 2019 – 01st July 2020 Verifiable CPD activity 1.5
FPI19090043 Moonstone Business School of
Excellence (Pty) Ltd
Effective Presentation skills for advisors 01st July 2019 – 01st July 2020 Verifiable CPD activity 3.5
FPI19090044 Alexander Forbes Financial
Services (Pty) Ltd
NHI and advise presentation 16 Aug 2019 - 16 Aug 2020 Verifiable CPD activity 2
FPI19090045 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
Webinar | By Default: A Practical
Review of Annuity Regulations and
Strategies
04 Sept 2019 - 04 Sept 2020 Verifiable CPD activity 1
FPI19090046 Associated Compliance Tax Audit Risks 01st June 2019 - 31st May 2020 Verifiable CPD activity 0.5
FPI19090047 Associated Compliance TRA In depth Lightning Risk and SANS
Standards Training
01st July 2019 - 30 June 2020 Verifiable CPD activity 2
FPI19090049 South African Mozambiquan
Business Agency t/a Quality Group
SA
Golden Visa Offshore Investment
Property Programme
10 September 2019 19
September 2019 10 October 2019
17 October 2019 22 October
Verifiable CPD activity 2.5
FPI19090052 Ascension Business Academy (Pty)
Ltd
Understanding Business Interruption
Insurance – A practical workshop
01 September 2019 till 31 August 2020 Verifiable CPD activity 5
FPI19090056 Infinitus Risk Management Service
(Pty) Ltd
FAIS Superhero’s Conference 2019 10 Sept 2019 - 09 Sept 2020 Verifiable CPD activity 4
FPI19090059 Associated Compliance AIG Property Risk & Business
Interruption Workshop
September 2019 till 31 May 2020 Verifiable CPD activity 2.5
FPI19090066
Asset TV (Pty) Ltd
Asset TV 01st Sept 2019 - 31st Aug 2020 Verifiable CPD activity 1
FPI19090067 Moonstone Business School of
Excellence (Pty) Ltd
Protecting your Information 01st July 2019 - 01st July 2020 Verifiable CPD activity 2.5
FPI19090068 Alexander Forbes Investments Ltd Alexander Forbes Investments Ltd 11 Sept 2019 Verifiable CPD activity 4.5
FPI19090070 Centre for Professional
Development
Retirement and Investment Forum KZN 17 September 2019 Verifiable CPD activity 4
FPI19090071 CoreShares Asset Management
(Pty) Ltd
CoreShares Dividend Aristocrats
Investment Series
18 & 19 Sept Verifiable CPD activity 1.5
FPI19090074 Santam Limited Exco Broker Session 12 September 2019 01 October
2019 03 October 2019
08 October 2019 10 October 2019
Verifiable CPD activity 1.5
FPI19090075 Old Mutual Corporate EB Focus Sessions 06 Sept 2019 Verifiable CPD activity 2
FPI19090077 PSG Asset Management (Pty) Ltd The PSG Winter Update 2019 22 July 2019 - 01st Aug 2019 Verifiable CPD activity 1
FPI19090078 Moonstone Business School of
Excellence (Pty) Ltd
Short & Long Term Deposits 01st Sept 2019 - 31st Aug 2020 Verifiable CPD activity 6
FPI19090080 Moonstone Business School of
Excellence (Pty) Ltd
Fundamentals of Financial
Mathemathics
01 September 2019 till 31 August 2020 Verifiable CPD activity 7.5
FPI19090081 Moonstone Business School of
Excellence (Pty) Ltd
Business Writing Skills 01 September 2019 till 31 August 2020 Verifiable CPD activity 2
FPI19090082 Investment Analyst Society of
South Africa
Analyst Masterclass 17 October 2019 17 Octobr 2019 Verifiable CPD activity 1
FPI19090083 Prima Research (Pty) Ltd SA Telecoms – MTN, Telkom and Sector
key themes
10 September 2019 10 October 2019 Verifiable CPD activity 1
FPI19090085 Glacier Financial Holdings (Pty)
Ltd
Glacier Round Table Cape Town Q3 05 August 2019 06 August 2019
07 August 2019
Verifiable CPD activity 1.5
FPI19090086 Masthead (Pty) Ltd Exceptional Assistant – Improve
Efficiencies to Increase Profits
11 September 2019 till 10 September
2020
Verifiable CPD activity 5.5
FPI19090087 Masthead (Pty) Ltd Understanding the Impact of Fit and
Proper on FSP's KI's and Reps
September 2019 till 31 August 2019 Verifiable CPD activity 3
FPI19090088 Masthead (Pty) Ltd RE 1 & RE 5 Training September 2019 till 31 August 2019 Verifiable CPD activity 7
FPI19090089 Masthead (Pty) Ltd Medihelp Seminar 27 September 2019 till 26 September
2020
Verifiable CPD activity 1.5
FPI19090090 Boutique Collective Investments BCI/PPSI Boardroom Sessions 18 September 2019 Verifiable CPD activity 1.5
FPI19090091 Prima Research (Pty) Ltd overview of the healthcare industry and
the potentioal impact of the NHI
10 - 30 September 2019 Verifiable CPD activity 1
FPI19090092 Sanlam Life Insurance Limited Sanlam Life Group Risk Management
Conference
23 August 2019 Verifiable CPD activity 4.5
FPI19090093 Alexander Forbes Financial
Services (Pty) Ltd
JEMS Workshop 26 July 2019 Verifiable CPD activity 1
FPI19090094 Bridge Fund Managers (Pty) Ltd BFM Roadshow 10 Sept - 31 Dec 2019 Verifiable CPD activity 1.5
FPI19090095 BrightRock Life Limited Temporary Expenses Roadshow 08 October 2019 till 07 October 2020 Verifiable CPD activity 1
FPI19090096 Moonstone Business School of
Excellence (Pty) Ltd
Compliance Introducing Enterprise Risk
Management
01 September 2019 till 31 August 2020 Verifiable CPD activity 2
FPI19090097 Moonstone Business School of
Excellence (Pty) Ltd
Compliance Sampling 01 September 2019 till 31 August 2020 Verifiable CPD activity 1.5
FPI19090098 Nedgroup Investments (Pty) Ltd Legal Update June 2019 till 31 May 2020 Verifiable CPD activity 1
FPI19090099 Simeka Consultants and Actuaries
(Pty) Ltd
Simeka Spotlight Session 4 September 2019 12 September
2019
Verifiable CPD activity 1
FPI19090100 GTC Pty (Ltd) GTC Retirement Fund Education
Seminar
19 September 2019 till 18 September
2020
Verifiable CPD activity 4
FPI19090101 Sanlam Life Insurance Limited GWM Feedback Session Q2 2019 13 August 2019 22 August 2019 Verifiable CPD activity 1.5
FPI19090102 Momentum, a division of MMI
Holdings
POPIA Awareness Training 01st June 2019 - 31st May 2020 Verifiable CPD activity 0.5
FPI19090103 Glacier Financial Holdings (Pty)
Ltd
Glacier Asset Manager; Allan Gray 06 September 2019 Verifiable CPD activity 1
FPI19090104 Glacier Financial Holdings (Pty)
Ltd
Midlands Roadshow 11-13 September 2019 Verifiable CPD activity 2.5
FPI19090105 Discovery Central Services (Pty)
Ltd
Estate Duty Calculations and Planning 26 September 2019 - 25 Septembeer
2020
Verifiable CPD activity 1
FPI19090106 Jason Bernic T/A Success Coaching INSANE Prospecting – Bootcamp for
Financial Advisors
07 October 2019 till 06 October 2020 Verifiable CPD activity 8.5
FPI19090107 Marriot Asset Management (Pty)
Ltd
Marriott Road Show September 2019 –
Navigating a Sea of ‘Surprises’
11 September 2019 12 September
2019 17 September 2019 18
September 2019 19 September
Verifiable CPD activity 1
FPI19090108 Alexander Forbes Financial
Planning Consultants (Pty) Ltd
Behavioural Economics 11 September 2019 till 10 September
2020
Verifiable CPD activity 1
FPI19090109 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
Behavioural Coaching Progarmme
Module 6
23 & 30 July 2019 25 July 2019
26 July 2019 up to 22 July 2020
Verifiable CPD activity 7
FPI19090110 CFA Society South Africa Venture Capital 101 01 September 2019 till 31 August 2020 Verifiable CPD activity 0.5
FPI19090111 Morningstar Investment
Management (Pty) Ltd
Managed Portfolio Reportbacks 04 Sept 2019 Verifiable CPD activity 1
FPI19090112 Old Mutual Wealth Apex Summit 3-4 September 2019 Verifiable CPD activity 6.5
FPI19090113 Old Mutual Wealth Personal Finance IFA Summit 3-4 September 2019 Verifiable CPD activity 4
FPI19090114 Old Mutual Wealth Strategic Summit 2-3 September 2019 Verifiable CPD activity 8
FPI19090115 Discovery Central Services (Pty)
Ltd
An Ethical Approach to Wellness
Assessments
01 Sept 2019 - 31 Aug 2020 Verifiable CPD activity 0.5
FPI19090116 Investec Asset Management (Pty)
Ltd
Fighting Financial Crimes in Practice 16 Aug 2019 - 16 Aug 2020 Verifiable CPD activity 1.5
FPI19090117 Discovery Central Services (Pty)
Ltd
Four myths of Investing 1 Sept 2019 - 31 Aug 2019 Verifiable CPD activity 0.5
FPI19090118 Masthead (Pty) Ltd Association Board Meeting 21 August 2019 till 20 August 2020 Verifiable CPD activity 1.5
FPI19090119 Rezco Investment Council (Pty) Ltd Rezco Review 14 October 2019 15 October 2019
16 October 2019 18 October 2019
Verifiable CPD activity 1.5
FPI19090120 Milpark Education Administration of Deceased Estates
(ADMDE1-OS)
19 September 2019 till 18 September
2019
Verifiable CPD activity 6.5
FPI19090121 Milpark Education Construct a portfolio (CCPOR1-OS) 19 September 2019 till 18 September
2019
Verifiable CPD activity 2
FPI19090122 Milpark Education Cultural diversity in Financial Planning
(CDFPL1-OS)
19 September 2019 till 18 September
2019
Verifiable CPD activity 1.5
FPI19090123 Milpark Education Ethical Investments (EINVE1-OS) 19 September 2019 till 18 September
2019
Verifiable CPD activity 2
FPI19090124 Milpark Education The Law as it affects Estate Planning
and Trusts (EPTLA1-OS)
19 September 2019 till 18 September
2019
Verifiable CPD activity 6
FPI19090125 Milpark Education Marital Regimes (MARRE1-OS) 19 September 2019 till 18 September
2019
Verifiable CPD activity 2
FPI19090126 Milpark Education Offshore investments and Governance
(OINVG1-OS)
19 September 2019 till 18 September
2019
Verifiable CPD activity 2
FPI19090127 Milpark Education Overview of Changes in the Financial
Planning Environment (OCEFPE1-OS)
19 September 2019 till 18 September
2019
Verifiable CPD activity 2
FPI19090128 Milpark Education Retirement Planning: Tax on Death
(RPTAD1-OS
19 September 2019 till 18 September
2019
Verifiable CPD activity 2
FPI19090130 Efficient Private Clients (Pty) Ltd The Market Call 20 Sept 2019 Verifiable CPD activity 1.5
FPI19090131 Full Value Financial Services (Pty)
Ltd
Full Value Financial Services (Pty) Ltd 01 September 2019 till 31 August 2020 Verifiable CPD activity 4
FPI19090133 Milpark Education Retirement Planning: Tax on Lump-sum
Benefits at Retirement (RPTAR1-OS)
19 September 2019 till 18 September
2019
Verifiable CPD activity 2
FPI19090134 Milpark Education Risk Planning Products (RPPR1-OS) 19 September 2019 till 18 September
2019
Verifiable CPD activity 6
FPI19090135 Milpark Education Section 14 Transfers: Process and
Pitfalls (S14PP1-OS)
19 September 2019 till 18 September
2019
Verifiable CPD activity 2.5
FPI19090136 Milpark Education Online Short Course: Shari’ah
Compliant Estate Planning (SHSEP1-OS)
19 September 2019 till 18 September
2019
Verifiable CPD activity 3
FPI19090137 Milpark Education Online Short Course: Social Media Use
(SMEDU1-OS)
19 September 2019 till 18 September
2019
Verifiable CPD activity 5.5
FPI19090138 Milpark Education Social Media Use for Financial Planners
(SMUFP1-OS)
19 September 2019 till 18 September
2019
Verifiable CPD activity 1.5
FPI19090139 Milpark Education Social Media Use for Key Individuals
(SMUKI1-OS)
19 September 2019 till 18 September
2019
Verifiable CPD activity 2.5
FPI19090140 Milpark Education Online Short Course: Short-term
Insurance (STINS1-OS)
19 September 2019 till 18 September
2019
Verifiable CPD activity 6
FPI19090141 Milpark Education Online Short Course: Section 37C:
Disposal of Death Benefits
19 September 2019 till 18 September
2019
Verifiable CPD activity 2
FPI19090142 Milpark Education Consequences of non-disclosure
(CONND1-OS)
19 September 2019 till 18 September
2019
Verifiable CPD activity 2
FPI19090143 Fundhouse Advisor (Pty) Ltd Investment Insight 11 - 12 September 2019 Verifiable CPD activity 7.5
FPI19090144 Boutique Collective Investments Committee meeting 28 July 2019 - 13 Aug 2019 Verifiable CPD activity 1.5
FPI19090145 Milpark Education Disability Cover 19 September 2019 - 18 August 2020 Verifiable CPD activity 2
FPI19090146 PSG Wealth Financial Planning
(Pty) Ltd
Wealth Servcies 21-Aug-19 Verifiable CPD activity 2
FPI19090147 Milpark Education Divorce and Retirement Fund Benefits
(DRFBE1-OS)
19 September 2019 - 18 August 2020 Verifiable CPD activity 2
FPI19090148 Milpark Education Retirement Planning | Tax planning 19 September 2019 - 18 August 2020 Verifiable CPD activity 2
FPI19090149 Milpark Education Ethics & Practice Standards
Management
19 September 2019 - 18 August 2020 Verifiable CPD activity 6
FPI19090150 Milpark Education Health Services Benefits (HESBN1-OS) 19 September 2019 - 18 August 2020 Verifiable CPD activity 5.5
FPI19090151 Milpark Education Tax and Investments (ITAXI1-OS) 19 September 2019 - 18 August 2020 Verifiable CPD activity 2
FPI19090152 Milpark Education Tax and Investments (ITAXI1-OS) 19 September 2019 - 18 August 2020 Verifiable CPD activity 2
FPI19090153 Milpark Education Pre-Retirement Planning (PRPLA1-OS) 19 September 2019 - 18 August 2020 Verifiable CPD activity 2
FPI19090154 Milpark Education Risk Planning: Understanding the Risk
Planning Process (RPLMA1-OS)
19 September 2019 - 18 August 2020 Verifiable CPD activity 2
FPI19090155 Milpark Education Retirement Planning: Tax on
Withdrawal (RPTOW1-OS)
19 September 2019 - 18 August 2020 Verifiable CPD activity 2
FPI19090156 FMI, a Division of Bidvest Life Income First Roadshow 11 Sept 2019 - 15 Oct 2019 Verifiable CPD activity 2
FPI19090159 Milpark Education Regulatory Requirements For
Replacements (RRREP1-OS)
19 September 2019 - 18 August 2020 Verifiable CPD activity 2
FPI19090160 Milpark Education Report Writing for Financial Planners
(RWPFL1-OS)
19 September 2019 - 18 August 2020 Verifiable CPD activity 2
FPI19090161 Milpark Education Tax Benefits of Retirement Planning
(TBRPL1-OS)
19 September 2019 - 18 August 2020 Verifiable CPD activity 2
FPI19090162 Milpark Education Tax Deduction of Retirement Fund
Contributions (TDRFC1-OS)
19 September 2019 - 18 August 2020 Verifiable CPD activity 2
FPI19090163 Milpark Education Taxation Applicable to Estate Planning
and Trusts (TAEPT1-OS)
19 September 2019 - 18 August 2020 Verifiable CPD activity 5
FPI19090164 Milpark Education Trusts and Estate Planning (TEPLA1-OS) 19 September 2019 - 18 August 2020 Verifiable CPD activity 3
FPI19090165 Milpark Education Tax-free Savings Accounts in Financial
Planning (TSAFP1-OS)
19 September 2019 - 18 August 2020 Verifiable CPD activity 2
FPI19090167 Prescient Investment Management
(Pty) Ltd
China Presentation 09 - 17 September 2019 Verifiable CPD activity 1
FPI19090168 ABSA Group Limited Absa South African Consumer
Conference 2019
9-11 September 2019 Verifiable CPD activity 13
FPI19090170 Glacier Financial Holdings (Pty)
Ltd
SP² Investment Summit 4-5 September 2019 Verifiable CPD activity 7
FPI19090171 CFA Society South Africa GIPS 2020 Information Sessions 21 & 23 October 2019 Verifiable CPD activity 1.5
FPI19090172 Moonstone Business School of
Excellence (Pty) Ltd
Educational Marketing 01 Sept 2019 till 31 Aug 2020 Verifiable CPD activity 2
FPI19090173 Moonstone Business School of
Excellence (Pty) Ltd
Effective writing skills for financial
advisors
01 Sept 2019 till 31 Aug 2020 Verifiable CPD activity 5
FPI19090174 Moonstone Business School of
Excellence (Pty) Ltd
Cyber Security- GDPR and applicability
to the financial sector
01 Sept 2019 till 31 Aug 2020 Verifiable CPD activity 2
FPI19090175 Moonstone Business School of
Excellence (Pty) Ltd
Compliance Training Methodologies 01 Sept 2019 till 31 Aug 2020 Verifiable CPD activity 3.5
FPI19090177 Investec Asset Management (Pty)
Ltd
Rates Macro Meetings 11 Sept 2019 - 15 Oct 2019 Verifiable CPD activity 2
FPI19090179 Moonstone Business School of
Excellence (Pty) Ltd
Investigating and Enforcement under
the FSR Act
01 Oct 2019 till 30 Sept 2020 Verifiable CPD activity 2
FPI19090180 Moonstone Business School of
Excellence (Pty) Ltd
Compliance Reporting 01 Oct 2019 till 30 Sept 2020 Verifiable CPD activity 3.5
FPI19100001 Discovery Central Services (Pty)
Ltd
How insurers make sure they meet
their commitments
01st September 2019 – 30
th August
2020
Verifiable CPD activity 2
FPI19100002 Momentum, a division of MMI
Holdings
Momentum Consult Conference 2019 19th
– 20th
July 2019 Verifiable CPD activity 8
FPI19100003 ABSA Group Limited Investor luncheon with Sanlam Sky
Management
18 September 2019 till 17 September
2020
Verifiable CPD activity 1
FPI19100004 Glacier Financial Holdings (Pty)
Ltd
Glacier Asset Manager Day: Volatility 29 July 2019 Verifiable CPD activity 1.5
FPI19100005 VAPS Consulting (Pty) Ltd VAPS Strategic Breakaway 01 October 2019 till 03 October 2019
ongoing till 30 September 2020
Verifiable CPD activity 15.5
FPI19100006 Alexander Forbes Financial
Planning Consultants (Pty) Ltd
Group Risk Benefits 25 September 2019 till 24 September
2020
Verifiable CPD activity 1
FPI19100007 Alexander Forbes Financial
Planning Consultants (Pty) Ltd
Guaranteed Annuities and Voluntary
Annuities
18 September 2019 till 17 September
2020
Verifiable CPD activity 1
FPI19100008 Masthead (Pty) Ltd Retirement Planning – Taxation on
Lumpsum benefits
01 October 2019 till 30 September
2020
Verifiable CPD activity 1
FPI19100009 Sanlam Life Insurance Limited SEB Legal Update April - July 2019 1 June 2019 to 31 May 2020 Verifiable CPD activity 2
FPI19100010 Fundhouse Advisor (Pty) Ltd Humans Under Management Conference 10 September 2019 till 09 September
2020
Verifiable CPD activity 6.5
FPI19100011 Fundhouse Advisor (Pty) Ltd ASISA IFA Programme Module 3 07 & 08 August 2019 till 06 August
2020
Verifiable CPD activity 12.5
FPI19100012 Centre for Professional
Development
2019 Annual Refresher Masterclass 11-19 September 2019 Verifiable CPD activity 5
FPI19100013 Old Mutual Personal Finance Enter Tomorrow 08th October 2019 Verifiable CPD activity 1
FPI19100014 OUTsurance Insurance Company Awesome service training 01 Oct 2019 till 30 September 2020 Verifiable CPD activity 27
FPI19100015 Anchor Group Limited POPI 01 June 2019 till 31 May 2020 Verifiable CPD activity 1
FPI19100016 PPS Insurance Company (Pty) Ltd Investment Strategy & Philosophy 01 October 2019 till 30 Sept 2020 Verifiable CPD activity 0.5
FPI19100017 PPS Insurance Company (Pty) Ltd Government Employee Pension Fund 01 October 2019 till 30 Sept 2020 Verifiable CPD activity 0.5
FPI19100018 PPS Insurance Company (Pty) Ltd Economics 01 October 2019 till 30 Sept 2020 Verifiable CPD activity 1
FPI19100019 PPS Insurance Company (Pty) Ltd Divorce and Retirement Funds 01 October 2019 till 30 Sept 2020 Verifiable CPD activity 0.5
FPI19100020 PPS Insurance Company (Pty) Ltd Investment Regulatory Environment 01 October 2019 till 30 Sept 2020 Verifiable CPD activity 0.5
FPI19100021 PPS Insurance Company (Pty) Ltd Asset Classes 01 October 2019 till 30 Sept 2020 Verifiable CPD activity 0.5
FPI19100022 Discovery Central Services (Pty)
Ltd
Wearable Devices 01 October 2019 till 30 Sept 2020 Verifiable CPD activity 1.5
FPI19100023 Sanlam Life Insurance Limited Recurring Premium Summit 29-30 August 2019 Verifiable CPD activity 4.5
FPI19100024 MOTSWEDI Emerging Manager
Strategists
#RiseOfEmergingAssetManagers –
Conference 2019
16-Oct-19 Verifiable CPD activity 3
FPI19100025 Sanlam Life Insurance Limited The Sanlam Umbrella Fund Symposium
and Annual General Meeting
17 Sept, 10 Oct, 30 Oct Non-verifiable CPD activity 1.5
FPI19100026 PPS Insurance Company (Pty) Ltd Investment Fund Structure 01 October 2019 till 30 Sept 2020 Verifiable CPD activity 0.5
FPI19100027 PSG Wealth Financial Planning
(Pty) Ltd
PSG Equity Strategy Session 10 September 2019 Verifiable CPD activity 4.5
FPI19100028 Centre for Professional
Development
2019 webinar: effective goal setting 01st November 2019 - 31st October
2020
Verifiable CPD activity 1
FPI19100029 PPS Insurance Company (Pty) Ltd Risk Profile 01st October 2019 – 30
th September
2020
Verifiable CPD activity 0.5
FPI19100030 PPS Insurance Company (Pty) Ltd Tax on Investments 01st October 2019 – 30
th September
2020
Verifiable CPD activity 0.5
FPI19100031 PPS Insurance Company (Pty) Ltd Investment Vehicles 01st October 2019 – 30
th September
2020
Verifiable CPD activity 0.5
FPI19100032 Sanlam Life Insurance Limited Estate Planning Tools 01 June 2019 till 31 May 2020 Verifiable CPD activity 2
FPI19100033 UBS UBS 10th
Annual SA Economics
Conference
15-Oct-19 Verifiable CPD activity 5
FPI19100034 UBS 22nd Annual Financial Conference 16-Oct-19 Verifiable CPD activity 7
FPI19100035 Discovery Central Services (Pty)
Ltd
POPI AC 01st August 2019 - 31st July 2020 Verifiable CPD activity 3.5
FPI19100036 PSG Wealth Financial Planning
(Pty) Ltd
Wealth Solutions and Platform Meeting 18-Sep-19 Verifiable CPD activity 2.5
FPI19100037 PSG Asset Management (Pty) Ltd Mzarket Update - Namibia 6 & 7 August 2019 Verifiable CPD activity 0.5
FPI19100038 Momentum, a division of MMI
Holdings
Complaint Process Training 01ST Oct - 30th Oct 2019 Verifiable CPD activity 1.5
FPI19100039 Sanlam Life Insurance Limited Macroeconomic Policy and Asset Prices 17-Sep-19 Verifiable CPD activity 1.5
FPI19100040 Moonstone Business School of
Excellence (Pty) Ltd
a guide to recent changes in
competition law
01 Sept 2019 - 31 Aug 2020 Verifiable CPD activity 3
FPI19100041 Moonstone Business School of
Excellence (Pty) Ltd
compliance record keeping 01 Sept 2019 - 31 Aug 2020 Verifiable CPD activity 3
FPI19100042 Sanlam Life Insurance Limited SFP – Aligned Financial Planning:
Regional Meeting
09-Jul-19 Verifiable CPD activity 2.5
FPI19100043 Moonstone Business School of
Excellence (Pty) Ltd
Legislation and Codes of Conduct 01 Oct 2019 till 30 September 2020 Verifiable CPD activity 3
FPI19100044 PPS Investments (Pty) Ltd Investment Committee Meeting August
2019
13 Aug 2019 till 12 Aug 2020 Verifiable CPD activity 2
FPI19100045 Sanlam Life Insurance Limited Tax & retirmeent 26-Jul-19 Verifiable CPD activity 2.5
FPI19100046 PSG Asset Management (Pty) Ltd Economic Overview with Dr Azar
Jasmine
03-05 September 2019 Verifiable CPD activity 1
FPI19100047 Sanlam Life Insurance Limited Mid-Tear SFP Regional Meeting 25-26 July 2019 Verifiable CPD activity 2
FPI19100048 Noble Private Portfolios (Pty) Ltd Trusts – Training Session 08-Oct-19 Verifiable CPD activity 1.5
FPI19100049 Bridge Fund Managers (Pty) Ltd Has the market put my clients'
retirement security at risk?
01 oct 2019 - 31 Dec 2019 Verifiable CPD activity 1
FPI19100050 Black Onyx Online CPD 01 August 2019 till 31 July 2020 Verifiable CPD activity 4
FPI19100051 PSG Wealth Financial Planning
(Pty) Ltd
PSG Wealth Strategy Session 11-Sep-19 Verifiable CPD activity 3
FPI19100052 PSG Wealth Financial Planning
(Pty) Ltd
PSG Insure Strategy Session 12-Sep-19 Verifiable CPD activity 3
FPI19100053 Old Mutual Corporate KIC-start session: Member Satisfaction
Survey Results
12-Aug-19 Verifiable CPD activity 1.5
FPI19100054 Old Mutual Corporate KIC-start session: Member Retirement
Journey Research
09-Sep-19 Verifiable CPD activity 1.5
FPI19100055 Old Mutual Corporate KIC: Legislative Update for OM
Corporate Employees
22-Jul-19 Verifiable CPD activity 1.5
FPI19100056 Infinitum Compliance Statutory and other legal risks of the KI
and the representative of the FSP
24 October 2019 till 23 October 2020 Verifiable CPD activity 2.5
FPI19100057 Sanlam Life Insurance Limited Consultants Forum 23& 30 August 2019 23 August 2019 30 August 2019 Verifiable CPD activity 1
FPI19100058 Alexander Forbes Financial
Planning Consultants (Pty) Ltd
Fraud Awareness 09 October 2019 till 08 October 2020 Verifiable CPD activity 1
FPI19100059 PSG Asset Management (Pty) Ltd PSG Market Update 05-Jun-19 Verifiable CPD activity 1
FPI19100060 Liberty Group Limited Liberty Income Protector Libx
Roadshow
16-19 Sept 2019 Verifiable CPD activity 1
FPI19100061 Sanlam Life Insurance Limited SFP Western Cape Regional Meeting 05-Jul-19 Verifiable CPD activity 3.5
FPI19100062 Sanlam Life Insurance Limited Peninsula Regional Meeting 02-Aug-19 Verifiable CPD activity 1
FPI19100063 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
Unpacking retirement fund death
benefits – CT
11 September 2019 16 September
2019 07 October 2019
11 November 2019
Verifiable CPD activity 2.5
FPI19100064 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
Umbrella Retirement Fund Roundtable 15 May 2019 30 September 2019 Verifiable CPD activity 1
FPI19100065 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
Allan Gray Offshore Workshop 03 October 2019 Verifiable CPD activity 2
FPI19100066 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
GEPF Conversation and Update - BFN 20 June 2019 till 19 June 2020 Verifiable CPD activity 2
FPI19100067 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
Platform Workshop 08 - 10 October
2019
08 Oct till 10 Oct 2019 Verifiable CPD activity 1.5
FPI19100068 Old Mutual Corporate Anti-Money Laundering 29 July 2019 till 28 Jul 2020 Verifiable CPD activity 1.5
FPI19100069 Boutique Collective Investments BCI/PPSI Boardroom Sessions 24 October 2019 25 October
2019
Verifiable CPD activity 0.5
FPI19100070 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
Succession Planning Workshop 05 Sept 2019 till 04 Sept 2020 Verifiable CPD activity 3
FPI19100071 Nedgroup Investments (Pty) Ltd Nedgroup Investments Fund Manager
Workshop
07 October 2019 08 October
2019 08 October 2019
09 October 2019 10 October
Verifiable CPD activity 3
FPI19100072 VAPS Consulting (Pty) Ltd POPI Act 15 October 2019 – 14 October 2020 Verifiable CPD activity 3.5
FPI19100073 VAPS Consulting (Pty) Ltd Fundamentals of Long-Term Insurance 15 October 2019 – 14 October 2020 Verifiable CPD activity 4.5
FPI19100074 Noble Private Portfolios (Pty) Ltd Noble Private Portfolios Investment
Seminar
16 October 2019 Verifiable CPD activity 1
FPI19100075 PSG Wealth Financial Planning
(Pty) Ltd
Fire Protection Module 6 01 October 2019 till 30 September
2020
Verifiable CPD activity 1
FPI19100076 Discovery Central Services (Pty)
Ltd
Financial Crime 01 October 2019 till 30 September
2020
Verifiable CPD activity 1
FPI19100077 eStudy (Pty) Ltd Aspect of the Long-Term Insurance
(LTI) Act 52 of 1998
15 October 2019 – 14 October 2020 Verifiable CPD activity 8.5
FPI19100078 eStudy (Pty) Ltd Understanding the FAIS Act (Act 37 of
2002)
15 October 2019 – 14 October 2020 Verifiable CPD activity 8
FPI19100079 eStudy (Pty) Ltd Finance Intelligence Center Act (FICA) 15 October 2019 – 14 October 2020 Verifiable CPD activity 8.5
FPI19100080 eStudy (Pty) Ltd The Protection of Personal Information
(PoPI) Act, No 4 of 2013
15 October 2019 – 14 October 2020 Verifiable CPD activity 3
FPI19100081 eStudy (Pty) Ltd Short Term Insurance Act (53 of 1998)
and Related Concepts
15 October 2019 – 14 October 2020 Verifiable CPD activity 9.5
FPI19100082 eStudy (Pty) Ltd Finance Day to Day Operations 15 October 2019 – 14 October 2020 Verifiable CPD activity 4.5
FPI19100083 eStudy (Pty) Ltd Strategy and External Acquisitions 15 October 2019 – 14 October 2020 Verifiable CPD activity 2
FPI19100084 Alexander Forbes Financial
Services (Pty) Ltd
The Forum Q3 - 2019 13 September 2019 17
September 2019 18 September
2019
Verifiable CPD activity 1
FPI19100085 Circulus Online Business Assurance 01 Oct 2019 till 30 September 2020 Verifiable CPD activity 14
FPI19100086 Sanlam Life Insurance Limited Process of debarment 01 June 2019 till 31 May 2020 Verifiable CPD activity 2
FPI19100087 Sanlam Life Insurance Limited New Supervision Arrangements 01 June 2019 till 31 May 2020 Verifiable CPD activity 1
FPI19100088 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
Offshore Fund Provider 29 October 2019 30 October 2019
31 October 2019
Verifiable CPD activity 3.5
FPI19100089 PPS Insurance Company (Pty) Ltd Investment Workshop 01 Oct 2019 till 30 September 2020 Verifiable CPD activity 11.5
FPI19100090 Fairtree Asset Management (Pty)
Ltd
Investment Seminar 13 August 2019 15 August 2019 Verifiable CPD activity 2
FPI19100091 Discovery Central Services (Pty)
Ltd
Business Insurance: Motor Class 01 Oct 2019 till 30 September 2020 Verifiable CPD activity 1
FPI19100092 Sanlam Life Insurance Limited General Code of Conduct for FSP’s 01 June 2019 till 31 May 2020 Verifiable CPD activity 2.5
FPI19100093 Discovery Central Services (Pty)
Ltd
The process of writing off cars 01 Oct 2019 till 30 September 2020 Verifiable CPD activity 1
FPI19100094 Discovery Central Services (Pty)
Ltd
Digitalisation in the long-term industry 01 Oct 2019 till 30 September 2020 Verifiable CPD activity 1
FPI19100095 Discovery Central Services (Pty)
Ltd
Stand-alone versus Umbrella funds 01 Oct 2019 till 30 September 2020 Verifiable CPD activity 0.5
FPI19100096 Ashburton Fund Managers
Proprietary Limited
Ashburton Investments Global
perspectives seminar 2019
17 October 2019 18 October
2019 21 October 2019
22 October 2019 23 October
Verifiable CPD activity 1.5
FPI19100097 Milpark Education Fraud Detection and Prevention -
FDPREV-OS
01 Oct 2019 till 30 September 2020 Verifiable CPD activity 6
FPI19100098 Old Mutual Investment Group (Pty)
Ltd
Tomorrow Event 19 September 2019 30 September
2019
Verifiable CPD activity 1.5
FPI19100099 Momentum, a division of MMI
Holdings
Quarterly Outlook presentation 1 August 2019 to 31 July 2020 Verifiable CPD activity 3
FPI19100100 Investec Asset Management (Pty)
Ltd
Liberty Portfolio blending September
2019
September 2019 Verifiable CPD activity 1.5
FPI19100101 PPS Investments (Pty) Ltd Allan Gray & Prudential Adviser
Breakfast
13 September 2019 Verifiable CPD activity 1
FPI19100102 Stanlib Wealth Management (Pty)
Ltd
The anti-market abuse provisions of the
financial markets
18 September 2019 till 17 September
2020
Verifiable CPD activity 1.5
FPI19100103 Moonstone Business School of
Excellence (Pty) Ltd
Managing Conflicts of interest 1 October 2019 till 30 September 2020 Verifiable CPD activity 1.5
FPI19100104 Moonstone Business School of
Excellence (Pty) Ltd
Compliance Monitoring 01 October 2019 till 30 Sepember
2020
Verifiable CPD activity 5.5
FPI19100105 ICTS Legal Services (Pty) Ltd NMG Legal Forum 09-Jul-19 Verifiable CPD activity 2
FPI19100106 Full Value Financial Services (Pty)
Ltd
Mechanics of Equity Markets 01 October 2019 till 30 September
2020
Verifiable CPD activity 3
FPI19100107
Asset TV (Pty) Ltd
SA Equity Masterclass 01 October 2019 till 30 September
2020
Verifiable CPD activity 1
FPI19100108 Sanlam Life Insurance Limited Regulations of Financial Services in
South Africa
01 June 2019 till 31 May 2020 Verifiable CPD activity 2
FPI19100109 Sanlam Life Insurance Limited PPR Short-term Insurance 01 June 2019 till 31 May 2020 Verifiable CPD activity 5
FPI19100110 Sanlam Life Insurance Limited CPD Masterclass II 2019/2020 05 November 2019 till 04 November
2019
Verifiable CPD activity 4.5
FPI19100111 Sanlam Life Insurance Limited Understanding the new regulatory
structure of the FSCA
01 June 2019 till 31 May 2020 Verifiable CPD activity 8.5
FPI19100112 Nedgroup Investments (Pty) Ltd Fund Manager Roadshow October 2019 08 October 2019 10 October 2019 Verifiable CPD activity 2
FPI19100113 Liberty Corporate Financial Advisors Economic &
Investment Update Session
01 Sept 2019 till 1 May 2020 Verifiable CPD activity 2
FPI19100114 Liberty Corporate Financial Advisors Risks Update Benefits 01 Sept 2019 till 1 May 2020 Verifiable CPD activity 1.5
FPI19100115 ICTS Legal Services (Pty) Ltd NMG Legal Forum 19 August 2019 19 August 2019 Verifiable CPD activity 2
FPI19100116 ICTS Legal Services (Pty) Ltd Ensimni Financial Services Legal Forum 13 September 2019 Verifiable CPD activity 2
FPI19100117 Fundhouse Advisor (Pty) Ltd Investment Committee Meetings Q3
2019
17 October 2019 – 14 November 2019 Verifiable CPD activity 2
FPI19100118 Old Mutual Wealth Navigating the cpmplexities of
Financail Emigration
28 October 2019 till 31 May 2020 Verifiable CPD activity 2
FPI19100119 Santam Limited CPD: Short-term Insurance Personal
Lines
01 June 2019 till 31 May 2020 Verifiable CPD activity 9
FPI19100120 Santam Limited CPD: Short-term Insurance Commercial
Lines
01 June 2019 till 31 May 2020 Verifiable CPD activity 9
FPI19100121 Santam Limited Risk Management & Compliance 01 June 2019 till 31 May 2020 Verifiable CPD activity 3
FPI19100122 Santam Limited Managing Workplace relationships 01 June 2019 till 31 May 2020 Verifiable CPD activity 2
FPI19100123 Glacier Financial Holdings (Pty)
Ltd
Q4 Round Table, Vredendal 04 October 2019 Verifiable CPD activity 1
FPI19100124 Masthead (Pty) Ltd Aspects of the Testamentary Succession 17 Oct 2019 till 16 Oct 2020 Verifiable CPD activity 2.5
FPI19100125 Moonstone Business School of
Excellence (Pty) Ltd
Impact of Technology on LTI 01 Oct 2019 till 30 September 2020 Verifiable CPD activity 1
FPI19100126 Fairtree Asset Management (Pty)
Ltd
Feedback with Fairtree 09th
– 10th
October 2019 Verifiable CPD activity 1
FPI19100127 ABSA Group Limited Absa Life Insurance Conference 11-Oct-19 Verifiable CPD activity 0.5
FPI19100128
Asset TV (Pty) Ltd
Prescribed Asset CPD Masterclass 01st October 2019 – 30
th September
2020
Verifiable CPD activity 1
FPI19100129 Cinnabar Investment Management
(Pty) Ltd
Cinnabar Quarterly Investment
Committee Meeting Q3
23-Oct-19 Verifiable CPD activity 1.5
FPI19100130 Glacier Financial Holdings (Pty)
Ltd
SFA Wealth Intel Summit 2019 26 - 27 September 2019 Verifiable CPD activity 4.5
FPI19100131 Investec Asset Management (Pty)
Ltd
Annual Compliance Refresher Training 09-Oct-19 Verifiable CPD activity 0.5
FPI19100132 Investec Asset Management (Pty)
Ltd
Impact Submission 01st October 2019 – 30
th September
2019
Verifiable CPD activity 1.5
FPI19100133 Sanlam Life Insurance Limited Planning Session 12 September 2019 Verifiable CPD activity 1.5
FPI19100134 Stanlib Wealth Management (Pty)
Ltd
INN8 Practice Management
Development Session JHB
05 November 2019 Verifiable CPD activity 1.5
FPI19100135 Investec Asset Management (Pty)
Ltd
IMS Advisor Forum Session 31 October
2019
31 Oct & 01 November 2019 Verifiable CPD activity 10
FPI19100136 Masthead (Pty) Ltd Division on Pension Interest on divorce 01 Nov 2019 till 31 October 2020 Verifiable CPD activity 0.5
FPI19100137 Masthead (Pty) Ltd Compliant Use of Social Media in
Financial Services Course 2019
01 Nov 2019 till 31 October 2020 Verifiable CPD activity 0.5
FPI19100138 Masthead (Pty) Ltd Retirement Funds contributions
taxation course 2019
01 Nov 2019 till 31 October 2020 Verifiable CPD activity 0.5
FPI19100139 Masthead (Pty) Ltd Express Medical Aid Podcast 2019 01 Nov 2019 till 31 October 2020 Verifiable CPD activity 0.5
FPI19100140 ICTS Legal Services (Pty) Ltd NMG Legal Forum 10-Sep-19 Verifiable CPD activity 2
FPI19100141 Efficient Private Clients (Pty) Ltd The Market Call 10-Oct-19 Verifiable CPD activity 2
FPI19100142 Foord Asset Management (Pty) Ltd Mind of the Manager 22 October 2019 – 7 November 2019 Verifiable CPD activity 0.5
FPI19100143 Moonstone Business School of
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Business Etiquette for Financial
Advisors
01 June 2019 till 31 May 2020 Verifiable CPD activity 4
FPI19100144 Masthead (Pty) Ltd Understanding Unit Trusts Part 1 01 November 2019 till 31 October
2020
Verifiable CPD activity 2
FPI19100145 Masthead (Pty) Ltd Understanding Unit Trusts Part 2 01 November 2019 till 31 October
2020
Verifiable CPD activity 2
FPI19100146 Masthead (Pty) Ltd Liquidity on death in the case of
different matrimonial regimes
01 November 2019 till 31 October
2020
Verifiable CPD activity 1.5
FPI19100147
Asset TV (Pty) Ltd
FSC Charter Masterclass 01 October 2019 – 30 September 2020 Verifiable CPD activity 0.5
FPI19100148 Sanlam Life Insurance Limited Great Reef Regional Meeting 07 August 2019 Verifiable CPD activity 1.5
FPI19100149 Momentum, a division of MMI
Holdings
Policy Holder Protection Rules Key
Information Document and Scripting
10 Oct 2019 - 01 Dec 2019 Verifiable CPD activity 1
FPI19100150 Morningstar Investment
Management (Pty) Ltd
Morningstar Investment Conference 15 & 17 October 2019 Verifiable CPD activity 5.5
FPI19100151 AC Develop (Pty) Ltd GIB African Alliance Conference 2019 20 - 22 August 2019 Verifiable CPD activity 2
FPI19100152 Sanlam Life Insurance Limited Estate Planning Masterclass 22 October 2019 till 21 October 2020 Verifiable CPD activity 3
FPI19100153 AC Develop (Pty) Ltd Insurance Apprentice - Elimiation
Rounds
01 October 2019 02 October 2019
03 October 2019
Verifiable CPD activity 4.5
FPI19100154 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
Managing Money Presentation 10
October 2019
10 October 2019 Verifiable CPD activity 1
FPI19100155 Santam Limited PPR – Short-term Insurance 16 July 2019 till 31 May 2020 Verifiable CPD activity 5
FPI19100156 Santam Limited General Code of Conduct for FSP’s 16 July 2019 till 31 May 2020 Verifiable CPD activity 2.5
FPI19100157 Santam Limited Understanding the new regulatory
structure of the FSCA
16 July 2019 till 31 May 2020 Verifiable CPD activity 8.5
FPI19100158 Santam Limited Process of Debarment 16 July 2019 till 31 May 2020 Verifiable CPD activity 2
FPI19100159 Santam Limited New Supervision Arrangements 16 July 2019 till 31 May 2020 Verifiable CPD activity 1
FPI19100160 Santam Limited Regulations of Financial Services in
South Africa
16 July 2019 till 31 May 2020 Verifiable CPD activity 2
FPI19100161 Investec Bank Limited Macro Monday – Economic & Market
Update
07th
October 2019 – Every Monday
thereafter till 28th
September 2020
Verifiable CPD activity 0.5
FPI19100162 JEMS Workshop September 2019 JEMS Workshop September 2019 20-Sep-19 Verifiable CPD activity 1
FPI19100163 AC Develop (Pty) Ltd CIB Principles of Short Term Risk
Management
31st Oct 2019 - 31st Oct 2020 Verifiable CPD activity 1.5
FPI19100164 Investec Bank Limited Record of Advice 2019 28 August 2019 - 31 Dec 2019 Verifiable CPD activity 2
FPI19100165 FMI, a Division of Bidvest Life Income First Webinar 12th November 2019 Verifiable CPD activity 2
FPI19100166 Old Mutual Personal Finance walking our talk 01st October 2019 – 01
st October 2020 Verifiable CPD activity 0.5
FPI19100167 IHRM The what, why and how of the
proposed National Health Insurance Bill
09th oct 2019 - 09th Oct 2020 Verifiable CPD activity 2.5
FPI19100168 ICS Academy (Pty) Ltd Conflict of Interest – An overview in
terms of FAIS 2019
01st October 2019 – 30
th September
2020
Verifiable CPD activity 1
FPI19100169 CFA Society South Africa Responsible Investment - everything
you need to know
2nd October 2019 – 30th
September
2020
Verifiable CPD activity 0.5
FPI19100170 CFA Society South Africa Investment Management Key Individual
Workshop (FAIS Refresher Session)
01st October 2019 – 30
th September
2020
Verifiable CPD activity 3
FPI19100171 Avior Capital Markets (Pty) Ltd Avior Capital Markets (Pty) Ltd 25th
October 2019 | 08th
November
2020
Verifiable CPD activity 5
FPI19100172 Old Mutual Personal Finance Pareto Training 01 October 2019 till 30 September
2020
Verifiable CPD activity 35
FPI19100173 Sanlam Life Insurance Limited Q3 Quarterly Investment Committee
Meetings
25 October 2019 till 13 December
2019
Verifiable CPD activity 1.5
FPI19100174 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
Webinar – Trends in the Group Risk
space: a wide-angle view from
different perspectives
16 Oct 2019 till 15 Oct 2020 Verifiable CPD activity 1
FPI19100175 ICS Academy (Pty) Ltd POPI Act – A regulatory framework 2019 01 Oct 2019 till 30 September 2020 Verifiable CPD activity 1.5
FPI19100176 Coronation Management Company Conversations with Coronation - SA
Equity Update
Oct & Nov 2019 Verifiable CPD activity 1.5
FPI19100177 Nedgroup Investments (Pty) Ltd 4th Industrial Revolution and banking 28 October 2019 till 27 October 2020 Verifiable CPD activity 1.5
FPI19100178 Sanlam Life Insurance Limited ACA and Simeka Consultants Forum 27-Sep-19 Verifiable CPD activity 1
FPI19100179 Old Mutual Investment Group (Pty)
Ltd
Medium-term Budget Policy Statement
2019
01st November 2019 – 31
st October
2020
Verifiable CPD activity 0.5
FPI19110001 Intuition Publishing Limited Overview of Financial Markets 01 Nov 2019 till 31 Oct 2020 Verifiable CPD activity 12
FPI19110002 PSG Asset Management (Pty) Ltd PSG Advisor Roundtable event 2 September 2019 10 September
2019 11 September 2019
12 September 2019 13 September
Verifiable CPD activity 1
FPI19110003 Kagiso Collective Investments Kagiso Year-end Presentations 5th November 2019 7th
November 2019 8th November
2019
Verifiable CPD activity 2
FPI19110004 Moonstone Business School of
Excellence (Pty) Ltd
A guide to effective time management 01 Oct 2019 till 30 September 2020 Verifiable CPD activity 1
FPI19110005 Masthead (Pty) Ltd FICA Online Course 01 Oct 2019 till 30 September 2020 Verifiable CPD activity 3.5
FPI19110006 Momentum, a division of MMI
Holdings
Financial Wellness and Planning 01st October 2019 – 31
st May 2020 Verifiable CPD activity 1
FPI19110007 PPS Investments (Pty) Ltd Discretionary Fund Manager Investment
Session
07th
November 2019 – 28th
November
2019
Verifiable CPD activity 1
FPI19110008 Old Mutual Wealth Retirement Coaching Webinar 01 Nov 2019 till 31 Oct 2020 Verifiable CPD activity 1
FPI19110009 Old Mutual Personal Finance Estate Planning Module 1 01 Oct 2019 till 30 September 2020 Verifiable CPD activity 2
FPI19110010 Old Mutual Personal Finance Estate Planning Module 2 01 Oct 2019 till 30 September 2020 Verifiable CPD activity 2
FPI19110011 Glacier Financial Holdings (Pty)
Ltd
Top Performers Summit 2019 24 & 25 October 2019 Verifiable CPD activity 3
FPI19110012 Old Mutual Investment Group (Pty)
Ltd
Webinar: Climate Risk what investors 07 Nov 2019 till 06 Nov 2020 Verifiable CPD activity 0.5
FPI19110013 Stanlib Wealth Management (Pty)
Ltd
INN8 Maximise your client’s retirement
wealth
30 October 2019 Verifiable CPD activity Declined -
PST
FPI19110014 Old Mutual Wealth Integrated Behavioural Coaching Course
(IBCC)
01 June 2019 till 31 May 2020 Verifiable CPD activity 0
FPI19110015 Old Mutual Personal Finance Estate Planning process and practical
application of the liquidity position
01st October 2019 – 30
th September
2020
Verifiable CPD activity 2
FPI19110016 Old Mutual Personal Finance Understanding Trusts in the context of
Estate Planning
01st October 2019 – 30
th September
2020
Verifiable CPD activity 2
FPI19110017 Avior Capital Markets (Pty) Ltd SA Investment Strategy – Top Picks and
Puts
28th
Oct 2019 – 01st November 2019 |
05th
November 2019 – 08th
November
2019
Verifiable CPD activity 5
FPI19110018 Momentum, a division of MMI
Holdings
London Think Tank 24th
& 25th
September 2019 Verifiable CPD activity 9
FPI19110019 AC Develop (Pty) Ltd Water is a growing source of global
conflict
01 November 2019 to 31 October 2020 Verifiable CPD activity 1
FPI19110020 AC Develop (Pty) Ltd Insure Tech-4 Myths about
manufacturing in the Fourth Industrial
Revolution
01 November 2019 to 31 October 2020 Verifiable CPD activity 1
FPI19110021 Sygnia Asset Management Finsolnet November 2019 07 November 2019 Verifiable CPD activity 1.5
FPI19110022 Fundhouse Advisor (Pty) Ltd ASISA IFA Practice Management
Programme – Module 4
2nd & 3rd October 2019 till 01
October 2020
Verifiable CPD activity 12.5
FPI19110023 Santam Limited Claims and Complaints 14 October 2019 till 13 October 2019 Verifiable CPD activity 2
FPI19110024 Santam Limited HR Governance and FAIS Compliance 14 October 2019 till 13 October 2019 Verifiable CPD activity 1.5
FPI19110025 CoreShares Asset Management
(Pty) Ltd
CoreShares SA Listed Property Lunch 07 Nov 2019 till 06 Nov 2020 Verifiable CPD activity 1
FPI19110026 Sanlam Life Insurance Limited Sanlam Select InTouch (Terebinth) 24 Oct 2019 Verifiable CPD activity 1.5
FPI19110027 Sanlam Life Insurance Limited Sanlam Select InTouch (Laurium
Capital)
09th
October 2019 – 04th
November
2019
Verifiable CPD activity 1.5
FPI19110028 Santam Limited Claims and Complaints PPR 14 October 2019 till 13 October 2019 Verifiable CPD activity 1.5
FPI19110029 Santam Limited Due Diligence and review audit
workshop
14 October 2019 till 13 October 2019 Verifiable CPD activity 2
FPI19110030 Santam Limited Fit & Proper requirements workshop BN
194 of2017
01 June 2019 till 31 May 2020 Verifiable CPD activity 2
FPI19110031 IRESS Wealth Management (Pty)
Ltd
Financial Data Capture on Xplan 01 September 2019 till 31 October
2020
Verifiable CPD activity 1.5
FPI19110032 Full Value Financial Services (Pty)
Ltd
SA Money Markets Theory 01st November 2019 – 30
th September
2020
Verifiable CPD activity 2
FPI19110033 Citadel Investement Services (Pty)
Ltd
CAM - Investment Presentation -
November 2019
06th
November 2019 – 14th
November
2019
Verifiable CPD activity 2
FPI19110034 AC Develop (Pty) Ltd 6 Types of Employees with the Highest
Burnout Risk
01st November 2019 – 31
st October
2020
Verifiable CPD activity 1
FPI19110035 AC Develop (Pty) Ltd Cyber security onboard ships 01st November 2019 – 31
st October
2020
Verifiable CPD activity 1
FPI19110036 AC Develop (Pty) Ltd Climate Change - How cities can reduce
their climate change risk
01st November 2019 – 31
st October
2020
Verifiable CPD activity 0.5
FPI19110037 IRESS Wealth Management (Pty)
Ltd
Retirement Planning Refresher
Workshop
01 September 2019 till 31 October
2020
Verifiable CPD activity 1.5
FPI19110038 IRESS Wealth Management (Pty)
Ltd
Practice Management – Communication
Tools on Xplan
01 September 2019 till 31 October
2020
Verifiable CPD activity 1.5
FPI19110039 IRESS Wealth Management (Pty)
Ltd
Advanced Risk FNA 01 September 2019 till 31 October
2020
Verifiable CPD activity 3
FPI19110040 IRESS Wealth Management (Pty)
Ltd
Advanced Retirement Planning FNA 01 September 2019 till 31 October
2020
Verifiable CPD activity 2.5
FPI19110041 IRESS Wealth Management (Pty)
Ltd
Xplan Portfolio System 01 September 2019 till 31 October
2020
Verifiable CPD activity 0
FPI19110042 IRESS Wealth Management (Pty)
Ltd
Fundfocus 01 September 2019 till 31 October
2020
Verifiable CPD activity 2.5
FPI19110043 Regarding Capital Management
(Pty) Ltd
Reframing the down turn – why value
investing works in difficult markets
05 November 2019 06 November
2019 11 November 2019
Verifiable CPD activity 1
FPI19110044 ABSA Group Limited Index Tracking Presentations 18
October 2019
18 October 2019 Verifiable CPD activity 2
FPI19110045 ABSA Group Limited Absa Fund Managers: Economic and
Investment Feedback
12 November 2019 26 November
2019
Verifiable CPD activity 2
FPI19110046 Discovery Central Services (Pty)
Ltd
The importance of chronic illness cover 01 November 2019 till 31 October
2020
Verifiable CPD activity 1
FPI19110047 AC Develop (Pty) Ltd What weights on mellenials minds and
wallets
01 November 2019 to 31 October 2020 Verifiable CPD activity 0.5
FPI19110048 Iress Wealth Management (Pty) Ltd Practice Management – Administration
Functions on Xplan
01st September 2019 – 31
st October
2020
Verifiable CPD activity 1.5
FPI19110049 Iress Wealth Management (Pty) Ltd Risk FNA Refresher Workshop 01st September 2019 – 31
st October
2020
Verifiable CPD activity 1.5
FPI19110050 Iress Wealth Management (Pty) Ltd Administration Refresher 01st September 2019 – 31
st October
2020
Verifiable CPD activity 1.5
FPI19110051 Iress Wealth Management (Pty) Ltd Lifestyle Modelling 01st September 2019 – 31
st October
2020
Verifiable CPD activity 3
FPI19110052 Iress Wealth Management (Pty) Ltd System Admin Training 01st September 2019 – 31
st October
2020
Verifiable CPD activity 2.5
FPI19110053 Iress Wealth Management (Pty) Ltd Risk Researcher 01st September 2019 – 31
st October
2020
Verifiable CPD activity 2.5
FPI19110054 Moonstone Business School of
Excellence (Pty) Ltd
F&I Vehicle Warranties 01 November 2019 till 31 October
2020
Verifiable CPD activity 2
FPI19110055 Moonstone Business School of
Excellence (Pty) Ltd
TCF: Practical measures to comply 01 November 2019 till 31 October
2020
Verifiable CPD activity 4.5
FPI19110056 OUTsurance Insurance Company Gifts and Conflict of Interest Awareness 01 November 2019 till 31 October
2020
Verifiable CPD activity 4
FPI19110057 Discovery Central Services (Pty)
Ltd
The Lifecycle of Retirement Planning 01 November 2019 till 31 October
2020
Verifiable CPD activity 1
FPI19110058 Centre for Professional
Development
Webinar: Capital Gains Tax 30 November 2019 till 2019 November
2020
Verifiable CPD activity 1
FPI19110059 Last Word Media (UK) Ltd Fund Selector Africa Investment Forum 06 Novewmber 2019 Verifiable CPD activity 1.5
FPI19110060 Moonstone Business School of
Excellence (Pty) Ltd
Sales within a Contact Centre 01st November 2019 – 30
th October
2020
Verifiable CPD activity 2
FPI19110061 Wealth Associates South Africa
(Pty) Ltd
Investment Forum and Pitstop 15 & 16 Npvember 2019 Verifiable CPD activity 5.5
FPI19110062 Discovery Central Services (Pty)
Ltd
Ensuring your clients have sufficient
cover for cancer
01st November 2019 – 30th October
2020
Verifiable CPD activity 1.5
FPI19110063 AC Develop (Pty) Ltd MUA Broker Summit 2019 16 - 24 Oct 2019 Verifiable CPD activity 0
FPI19110064 PPS Academy, a division of PPS
Insurance (Pty) Ltd
Estate Planning & Wills Course: Session
1: Module 1: Overview & Value
Proposition
01 November 2019 till 31 October
2020
Verifiable CPD activity 1
FPI19110065 PPS Academy, a division of PPS
Insurance (Pty) Ltd
Estate Planning and Wills Course:
Session 2: Module 2: Estate
Administration
01 November 2019 till 31 October
2020
Verifiable CPD activity 2
FPI19110066 PPS Academy, a division of PPS
Insurance (Pty) Ltd
Estate Planning and Wills Course:
Session 3: Module 3: Wills
01 November 2019 till 31 October
2020
Verifiable CPD activity 2
FPI19110067 PPS Academy, a division of PPS
Insurance (Pty) Ltd
Estate Planning and Wills Course:
Session 4: Module 4: Law of Succession
01 November 2019 till 31 October
2020
Verifiable CPD activity 2
FPI19110068 PPS Academy, a division of PPS
Insurance (Pty) Ltd
Estate Planning and Wills course:
Session 5 – Module 5: Tax Planning
01 November 2019 till 31 October
2020
Verifiable CPD activity 2
FPI19110069 PPS Academy, a division of PPS
Insurance (Pty) Ltd
Estate Planning and Wills course:
Session 6 – Module 6: Trusts
01 November 2019 till 31 October
2020
Verifiable CPD activity 2
FPI19110070 PPS Academy, a division of PPS
Insurance (Pty) Ltd
Estate Planning and Wills course:
Session 7 – Module 7: Marital
01 November 2019 till 31 October
2020
Verifiable CPD activity 2
FPI19110071 PPS Academy, a division of PPS
Insurance (Pty) Ltd
Estate Planning and Wills course:
Module 8-9 Part I: Sessions 8: Insurance
& Business Interest
01 November 2019 till 31 October
2020
Verifiable CPD activity 1.5
FPI19110072 PPS Academy, a division of PPS
Insurance (Pty) Ltd
Estate Planning and Wills course:
Module 8-9: Sessions 9: Insurance &
Business Interest
01 November 2019 till 31 October
2020
Verifiable CPD activity 1.5
FPI19110073 Liberty Group Limited Liberty Group Limited 01 November 2019 till 31 October
2020
Verifiable CPD activity 9
FPI19110074 ABSA Group Limited Fixed Income Workshop 09 September 2019 Verifiable CPD activity 2.5
FPI19110075 ABSA Group Limited ABSA Macro Conference 2019 07 November 2019 Non-verifiable CPD activity 5
FPI19110076 Santam Limited IoT is Here 16 July 2019 till 15 July 2020 Verifiable CPD activity 0.5
FPI19110077 Santam Limited STI Fundamentals 16 July 2019 till 15 July 2020 Verifiable CPD activity 4
FPI19110078 Investec Asset Management (Pty)
Ltd
50 Shades of grey November 2019 Verifiable CPD activity 2
FPI19110079 Sanlam Life Insurance Limited SA Government Finances : Expenditure 15th October 2019 Verifiable CPD activity 1.5
FPI19110080 ABSA Group Limited Basics of LISP Investments 22 Nov 2019 - 22 Nov 2020 Verifiable CPD activity 1
FPI19110081 Santam Limited Amended Financial Intelligence Centre
Act
01st June 2019 – 31st May 2020 Verifiable CPD activity 1
FPI19110082 Santam Limited Treating Customers Fairly 01st June 2019 – 31st May 2020 Verifiable CPD activity 5.5
FPI19110083 Kagiso Collective Investments Sharia Year End Presentation 20 November 2019 21 November
2019 26 November 2019
Verifiable CPD activity 1
FPI19110084 Old Mutual International SA Old Mutual International Symposium
April 2019
04 – 08 November 2019 Verifiable CPD activity 2
FPI19110085 Momentum, a division of MMI
Holdings
Investment Planning – Investigate a
phasing in approach
13 Nov 2019 till 12 Nov 2020 Verifiable CPD activity 0.5
FPI19110086 Moonstone Business School of
Excellence (Pty) Ltd
A guide to effective social media
management
01 Nov 2019 till 31 Oct 2020 Verifiable CPD activity 1
FPI19110087 Moonstone Business School of
Excellence (Pty) Ltd
Critical Thinking Skills 01 November 2019 till 31 October
2020
Verifiable CPD activity 2
FPI19110088 Moonstone Business School of
Excellence (Pty) Ltd
Introduction to Ethics 01 Dec 2019 till 31 Nov 2020 Verifiable CPD activity 2.5
FPI19110089 Moonstone Business School of
Excellence (Pty) Ltd
Introduction to POPI 01 Nov 2019 till 31 Oct 2020 Verifiable CPD activity 5.5
FPI19110090 Captains & Coaches (Pty) Ltd Business Lessons from FAIS Ombud 15 Nov 2019 till 14 Nov 2020 Verifiable CPD activity 3
FPI19110091 Boutique Collective Investments Boutique Collective Investment
Conference
06 November 2019 Verifiable CPD activity 1
FPI19110092 Captains & Coaches (Pty) Ltd Business lessons for FSPs from the 2015
Rugby World Cup
15th
November 2019* - 14th
November
2020
Verifiable CPD activity 3
FPI19110093 Citadel Investement Services (Pty)
Ltd
Roadshow: New developments and
solutions
13th
November 2019 – 05th
December
2019
Verifiable CPD activity 2
FPI19110094 Alexander Forbes Financial
Services (Pty) Ltd
Hot Topics Q3 18-24 October 2019 Verifiable CPD activity 3
FPI19110095 Momentum, a division of MMI
Holdings
Outcomes Based Investment and Risk
Profiling
14th
November 2019 – 13th
November
2020
Verifiable CPD activity 1.5
FPI19110096 Analytics Consulting (Pty) Ltd APS Due Diligence 21st & 22
nd October 2019 Verifiable CPD activity 2
FPI19110097 SA Asset Management Quarterly Economic and Fund Update 06th
November 2019 Verifiable CPD activity 1
FPI19110098 Matrix Fund Managers Mornings with Matrix 05th
November 2019 | 13th
November
2019
Verifiable CPD activity 2
FPI19110099 Sanlam Sky Presentation Skills 01st November 2019 – 31st October
2020
Verifiable CPD activity 4.5
FPI19110100 Alexander Forbes Financial
Planning Consultants (Pty) Ltd
Digging Deep into Cyber Crime and
Fraud
06th
November 2019 Verifiable CPD activity 1
FPI19110101 Prudential Portfolio Managers Unit
Trusts Limited
Companies Act – Shareholders Remedies 14th
November 2019 Verifiable CPD activity 1.5
FPI19110102 Investec Asset Management (Pty)
Ltd
Year-end presentation with Michael
Power
12th
- 21st November 2019 Verifiable CPD activity 1
FPI19110103 Prudential Portfolio Managers Unit
Trusts Limited
Company Engagements: Lessons
Learned
11 Nov till 2019 till 10 Nov 2020 Verifiable CPD activity 1.5
FPI19110104 Milpark Education Regulation in Banking - REGUBA-OS 01 November 2019 till 31 October
2020
Verifiable CPD activity 6.5
FPI19110105 Momentum, a division of MMI
Holdings
Quality Assurance Training 01 November 2019 till 31 October
2020
Verifiable CPD activity 2
FPI19110106 Momentum, a division of MMI
Holdings
Coastal Broker Forum 25 & 29 Oct 2019 Verifiable CPD activity 2
FPI19110107 ICS Academy (Pty) Ltd Corporate Governance – an overview of
selected legislative provisions
01 Nov 2019 till 31 Oct 2020 Verifiable CPD activity 3.5
FPI19110108 PSG Wealth Financial Planning
(Pty) Ltd
Insure Wealth Session 15 October 2019 16 October
2019 17 October 2019
22 October 2019 23 October
Verifiable CPD activity 3
FPI19110109 PSG Wealth Financial Planning
(Pty) Ltd
PSG Wealth Work Session | October
2019
15 October 2019 16 October 2019
17 October 2019 22 October 2019
23 October 2019 24 October
Verifiable CPD activity 2.5
FPI19110110
Asset TV (Pty) Ltd
Balanced Fund Masterclass 01 Nov 2019 till 31 Oct 2020 Verifiable CPD activity 1
FPI19110111 Stanlib Wealth Management (Pty)
Ltd
INN8 in the room with Rezco webinar 12 Nov 2019 till 11 Nov 2020 Verifiable CPD activity 0.5
FPI19110112 Investec Bank Limited Global Investment Strategy Update -
Quarterly
01 Nov 2019 till 31 Oct 2020 Verifiable CPD activity 1
FPI19110113 Momentum, a division of MMI
Holdings
Estate Planning Series – Part 2 01 Nov 2019 till 31 Oct 2020 Verifiable CPD activity 4.5
FPI19110114 Old Mutual Corporate Health Planning Webinar 17 Oct 2019 till 16 Oct 2020 Verifiable CPD activity 0
FPI19110115 PSG Wealth Financial Planning
(Pty) Ltd
PSG Wealth Solutions Meetings 30 October 2019 Verifiable CPD activity 2
FPI19110116 The Institute of Health Risk
Managers (Pty) Ltd
Evaluating Financial Soundness of a
medical scheme 2020
18 Nov 2019 till 17 Nov 2020 Verifiable CPD activity 1.5
FPI19110117 Santam Limited Insurance Barometer Report - Executive
event
19 November 2019 Verifiable CPD activity 1.5
FPI19110118 Momentum, a division of MMI
Holdings
Complaints Training Process 2019 01st November 2019 – 31
st October
2020
Verifiable CPD activity 1.5
FPI19110119 Full Value Financial Services (Pty)
Ltd
Foreign Exchange Principles 01st November 2019 – 31
st October
2020
Verifiable CPD activity 2.5
FPI19110120 Regenesys Management (PTY) Ltd Effective Corporate Leadership
Colloquium
28-Nov-19 Verifiable CPD activity 2.5
FPI19110121 Alexander Forbes Investments Ltd Quarterly Speciliast manager
reportback
21 October 2019 Verifiable CPD activity 1
FPI19110122 Momentum, a division of MMI
Holdings
Outcome matters 11 - 15 November
2019
11 - 15 November 2019 Verifiable CPD activity 1
FPI19110123 Fairtree Asset Management (Pty)
Ltd
Fairtree Fund Update & John Sanei
Keynote
07 November 2019 Verifiable CPD activity 1
FPI19110124 Nedgroup Investments (Pty) Ltd After the MTBPS and Global Update 06 November 2019 Verifiable CPD activity 1
FPI19110125
Asset TV (Pty) Ltd
Indexation Masterclass 01 Nov 2019 till 31 Oct 2020 Verifiable CPD activity 1
FPI19110126 Captains & Coaches (Pty) Ltd The Fundamentals of FAIS Compliance
for Investments
15th
November 2019 – 14th
November
2020
Verifiable CPD activity 3
FPI19110127 FMI, a Division of Bidvest Life Income First Roadshow 11th September 2019 – 15th October
2020
Verifiable CPD activity 2
FPI19110128 Sanlam Life Insurance Limited Distribution Sales Exco Meeting 01st June 2019 – 31
st May 2019 Verifiable CPD activity 0.5
FPI19110129 Nedbank Limited FICA Amendment Act Refresher 14th
October – 08th
November 2019 Verifiable CPD activity 2.5
FPI19110130 Moonstone Business School of
Excellence (Pty) Ltd
Retirement Fund: Section 37C 01st January 2020 – 31
st December
2020
Verifiable CPD activity 3.5
FPI19110131 FMI, a Division of Bidvest Life Income First Webinar 12th
November 2019 Verifiable CPD activity 2
FPI19110132 VAPS Consulting (Pty) Ltd Record of Advice 23rd
November 2019 – 22nd
November
2020
Verifiable CPD activity 3
FPI19110133 Fairtree Asset Management (Pty)
Ltd
Feedback with Fairtree 15 October
2019
15 October 2019 Verifiable CPD activity 1
FPI19110134 Fairtree Asset Management (Pty)
Ltd
Feedback with Fairtree 15 October
2019
15 October 2019 Verifiable CPD activity 1
FPI19110135 AC Develop (Pty) Ltd AIG D&O and Cyber Conference 23 October 2019 Verifiable CPD activity 2.5
FPI19110136 Alexander Forbes Financial
Planning Consultants (Pty) Ltd
Momentum Annuity Solutions 25 September 2019 Verifiable CPD activity 1
FPI19110137 Momentum, a division of MMI
Holdings
The loss ration and why it is important 12 November 2019 Verifiable CPD activity 1.5
FPI19110138 Glacier Financial Holdings (Pty)
Ltd
Glacier Round Table Session Q4 (Cape
Town & Robertson)
21 – 22 October 2019 Verifiable CPD activity 2
FPI19110139 Morningstar Investment
Management (Pty) Ltd
Managed Portfolio Review 13 November 2019 Verifiable CPD activity 2
FPI19110140 Momentum, a division of MMI
Holdings
Model Portfolio Launch 06 Nov - 21 Nov 2019 Verifiable CPD activity 0.5
FPI19110141 Captains & Coaches (Pty) Ltd The ten-step process of professional
client engagement
15 November 2019 till 14 November
2020
Verifiable CPD activity 1
FPI19110142 Captains & Coaches (Pty) Ltd The fundamentals of retirement
planning
15 November 2019 till 14 November
2020
Verifiable CPD activity 3
FPI19110143 PSG Asset Management (Pty) Ltd The PSG Summer Update 2019 12 November 2019 13 November
2019 14 November 2019
19 November 2019 20 November
Verifiable CPD activity 1
FPI19110144 The Institute of Health Risk
Managers (Pty) Ltd
Highlights of the Council for Medical
Schemes Annual Report 2018/2019
01st November 2019 – 31
st October
2020
Verifiable CPD activity 1
FPI19110145 Sanlam Life Insurance Limited BlueStar Conference 2019 18th
– 19th
October 2019 Verifiable CPD activity 5
FPI19110146 Captains & Coaches (Pty) Ltd Suitability of investment advice in SA 15th
November 2019 – 14th
November
2020
Verifiable CPD activity 1.5
FPI19110147 AC Develop (Pty) Ltd Automobile hacking 01st November 2019 – 31
st October
2020
Verifiable CPD activity 1
FPI19110148 Captains & Coaches (Pty) Ltd The ten-step process & compliance 15th
November 2019 – 14th
November
2020
Verifiable CPD activity 1
FPI19110149 Old Mutual Investment Group (Pty)
Ltd
Investment Outlook 2020 05 December 2019 - 04 december
2020
Verifiable CPD activity 0.5
FPI19110150 AC Develop (Pty) Ltd High Court Process Changes 13 August 2019 Verifiable CPD activity 1.5
FPI19110151 AC Develop (Pty) Ltd Hollard Life Retirement Savings
Perspectives 2019
01 November 2019 till 31 October
2020
Verifiable CPD activity 1.5
FPI19110152 Alexander Forbes Financial
Planning Consultants (Pty) Ltd
Life Underwriting 01 Nov 2019 till 31 Oct 2020 Verifiable CPD activity 1
FPI19110153 Captains & Coaches (Pty) Ltd The Sasfin Strategic Planning Session 31 October 2019 to 1 November 2019 Verifiable CPD activity 9
FPI19110154 Alexander Forbes Financial
Services (Pty) Ltd
AFRF Forum Q2 01 November 2019 Verifiable CPD activity 0.5
FPI19110155 Moonstone Business School of
Excellence (Pty) Ltd
Compounding discounting periodic
payments
01 Dec 2019 till 31 Nov 2020 Verifiable CPD activity 2
FPI19110156 Moonstone Business School of
Excellence (Pty) Ltd
Time management and personal
productivity skills
01 November 2019 till 31 October
2020
Verifiable CPD activity 4
FPI19110157 Amity Investment Solutions (Pty)
Ltd
Amity Annual Master Class 24 October
2019
24 October 2019 Verifiable CPD activity 5
FPI19110158 Moonstone Business School of
Excellence (Pty) Ltd
A guide to effective stress management 01 November 2019 till 31 October
2020
Verifiable CPD activity 1.5
FPI19110159 FSTC Financial Sector Transformation Council 01 November 2019 till 31 October
2020
Verifiable CPD activity 7
FPI19110160 CFA Society South Africa A Goals-based Approach to Individual
Savings
01st November – 31
st October 2020 Verifiable CPD activity 0.5
FPI19110161 Sanlam Life Insurance Limited Sanlam Life Insurance Limited 25 October 2019 Verifiable CPD activity 0.5
FPI19110162 Analytics Consulting (Pty) Ltd APS Due Diligence 29 October 2019 Verifiable CPD activity 0
FPI19110163 AC Develop (Pty) Ltd SHA Kidnap & Ransom Workshop 01st November – 31
st October 2020 Verifiable CPD activity 1.5
FPI19110164 Compliance Online (Pty) Ltd FICA for accountable institutions 28 November 2019 till 27 November
2020
Verifiable CPD activity 2.5
FPI19110165 Ashburton Fund Managers
Proprietary Limited
Ashburton Investments Dinner Club for
IFAs/Wealth Managers
19th & 21st November 2019 Verifiable CPD activity 1.5
FPI19120001 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
Allan Gray Behavioural Coaching
Programme - Module 7
17 September 2019 18
September 2019 19 September
2019
Verifiable CPD activity 6
FPI19120002 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
Allan Gray Independent Adviser Forum
14 & 15 November 2019
14 & 15 November 2019 Verifiable CPD activity 7
FPI19120003 Stanlib Wealth Management (Pty)
Ltd
Stephen Tucker webinar 27th
November 2019 Verifiable CPD activity 1
FPI19120004 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
Behavioural Coaching Programme
Module 6 - Group coaching sessions Aug
2019
01 - 31 august 2019 Verifiable CPD activity 2
FPI19120005 VAPS Consulting (Pty) Ltd Compliance Meeting Quarter 2 09 December 2019 – 31 May 2020 Verifiable CPD activity 1.5
FPI19120006 Old Mutual Personal Finance Customer Reviews 01 December 2019 till 31 November
2020
Verifiable CPD activity 1
FPI19120007 Old Mutual Wealth Weekly Investment Committee and
Stock Selection Meeting
25 October 2019 till 24 October 2020 Verifiable CPD activity 1.5
FPI19120008 ASISA Academy Pension Funds Act Regulation 28 & CIS
Board Notice 92 Blitzcamp
01 December 2019 till 31 November
2020
Verifiable CPD activity 5.5
FPI19120009 ICTS Legal Services (Pty) Ltd NMG Legal Forum: Death Benefits – the
tricky bits
15-Oct-19 Verifiable CPD activity 2
FPI19120010 ICTS Legal Services (Pty) Ltd Bidvest Legal Forum 20-Sep-19 Verifiable CPD activity 2
FPI19120011 ICTS Legal Services (Pty) Ltd Death Benefits – the tricky bits 18-Oct-19 Verifiable CPD activity 2
FPI19120012 ICTS Legal Services (Pty) Ltd NMG Legal Forum - Divorce & Pensions
Funds
20-Nov-19 Verifiable CPD activity 2
FPI19120013 ICTS Legal Services (Pty) Ltd Ensimini - Death Benefits – the tricky
bits
18-Oct-19 Verifiable CPD activity 2
FPI19120014 Glacier Financial Holdings (Pty)
Ltd
Glacier Tax Seminar: Pretoria 13-Nov-19 Verifiable CPD activity 3
FPI19120015 Ashburton Fund Managers
Proprietary Limited
Investments Dinner Club for
IFAs/Wealth Managers
12-Nov-19 Verifiable CPD activity 1.5
FPI19120016 Alexander Forbes Investments Ltd Quarterly Multi- Manager Reportback 28 October 2019 Verifiable CPD activity 1
FPI19120017 Momentum, a division of MMI
Holdings
Cyber Security 01 November 2019 till 31 May 2020 Verifiable CPD activity 0.5
FPI19120018 Salesguru Holdings Proprietary
Limited
Management Coaching 03 April 2019 till September 2019
28 & 29 October 2019 31 & 31
October 2019
Verifiable CPD activity 10
FPI19120019 Salesguru Holdings Proprietary
Limited
Rules of engagement 03 April 2019 up to 31 August 2019
02 September 2019 till 01 September
2020 till 02 April 2020
Verifiable CPD activity 5
FPI19120020 Discovery Central Services (Pty)
Ltd
The Regulatory Road for Retirement in
SA
01 Jan 2020 - 31 Dec 2020 Verifiable CPD activity 2
FPI19120021 Centre for Professional
Development
Webinar: Portfolio Construction 09 May 2019 till 10 May 2020 Verifiable CPD activity 1
FPI19120022 Compliance and Learning Center
(Pty) Ltd
Amended FICA Act Online Course 01 Jan 2020 - 31 Dec 2020 Verifiable CPD activity 1.5
FPI19120023 Sanlam Life Insurance Limited Annual FICA Training 11th
October 2019 – 10th
October 2020 Verifiable CPD activity 0.5
FPI19120024 Salesguru Holdings Proprietary
Limited
Management Fundamentals 03 April 2019 till 17th & 18th July
2019 and up to 02 April 2020
Verifiable CPD activity 10
FPI19120025 Investec Asset Management (Pty)
Ltd
Credit Top Down Meetings 14-Oct-19 Verifiable CPD activity 1.5
FPI19120026 Prudential Portfolio Managers Unit
Trusts Limited
Pruview with Hamilton van Breda 05-Dec-19 Verifiable CPD activity 0.5
FPI19120027 Sanlam Life Insurance Limited Speelgroepie – Basic Calculations Wills
and Trusts 08 November 2019
08-Nov-19 Verifiable CPD activity 4
FPI19120028 Discovery Central Services (Pty)
Ltd
Marriage and matrimonial property law 01 Jan 2020 - 31 Dec 2020 Verifiable CPD activity 1.5
FPI19120029 Moonstone Business School of
Excellence (Pty) Ltd
Cyber Security – POPIA practical
security implementation guidelines for
financial services
01st September 2019 – 30
th August
2020
Verifiable CPD activity 1.5
FPI19120030 Moonstone Business School of
Excellence (Pty) Ltd
Personal Financial Management and
Budgeting
01st December 2019 – 30
th November
2020
Verifiable CPD activity 2.5
FPI19120031 Moonstone Business School of
Excellence (Pty) Ltd
Compliance Risk Assessment 01st July 2019 – 01
st July 2020 Verifiable CPD activity 3
FPI19120032 Discovery Central Services (Pty)
Ltd
Basics of Financial Planning 01 Jan 2020 - 31 Dec 2020 Verifiable CPD activity 1
FPI19120033 Discovery Central Services (Pty)
Ltd
The finer detials of short-term
Insurance contracts
01 Jan 2020 - 31 Dec 2020 Verifiable CPD activity 2.5
FPI19120034
Carmen Venter – Synergia
PCE Exam guide 2020 31 January 2020 01 February
2020
07 January 2020 till 13 February 2020
Verifiable CPD activity 6
FPI19120035 Masthead (Pty) Ltd Operations Efficiency Seminar 2019 04th
December 2019 – 03rd
December
2020
Verifiable CPD activity 7
FPI19120036 Masthead (Pty) Ltd A Practical Guide to developing your
own FICA RMCP Seminar 2019
03rd
December 2019 – 02nd
December
2020
Verifiable CPD activity 6.5
FPI19120037 HSBC Securities South Africa (Pty)
Ltd
HSBC Africa Conference – Macro Day 29 November 2019 Verifiable CPD activity 4.5
FPI19120038 Old Mutual Corporate Johannesburg Investment Roadshow 05 November 2019 Verifiable CPD activity 2
FPI19120039 Centre for Financial Planning
Studies
Money Doctor: The financial advisor as
a wealth manager
09 Dec 2019 till 08 Dec 2020 Verifiable CPD activity 2
FPI19120040 Centre for Financial Planning
Studies
Applied Behavioural Finance 09 Dec 2019 till 08 Dec 2020 Verifiable CPD activity 4.5
FPI19120041 Centre for Financial Planning
Studies
An overview of the asset management
industry
09 Dec 2019 till 08 Dec 2020 Verifiable CPD activity 3
FPI19120042 Centre for Financial Planning
Studies
Efficient portfolios and best practical
allocation
09 Dec 2019 till 08 Dec 2020 Verifiable CPD activity 10.5
FPI19120043 Centre for Financial Planning
Studies
Introduction to modern portfolio theory 09 Dec 2019 till 08 Dec 2020 Verifiable CPD activity 4
FPI19120044 Centre for Financial Planning
Studies
The portfolio management process 09 Dec 2019 till 08 Dec 2020 Verifiable CPD activity 2
FPI19120045 Discovery Central Services (Pty)
Ltd
Market performance 01 Jan 2020 till 31 December 2020 Verifiable CPD activity 0.5
FPI19120046 Discovery Central Services (Pty)
Ltd
Understanding estate, estate duty and
estate taxes
01st December 2019 – 30
th November
2020
Verifiable CPD activity 1
FPI19120047 Discovery Central Services (Pty)
Ltd
The ABCs of Capital Gains Tax (CGT) 01st December 2019 – 30
th November
2020
Verifiable CPD activity 2
FPI19120048 Discovery Central Services (Pty)
Ltd
Risk engineering for commercial
insurance
01st December 2019 – 30
th November
2020
Verifiable CPD activity 1.5
FPI19120049 Senate Group Senate Conference 2019 07-08 November 2019 Verifiable CPD activity 2.5
FPI19120050 Centre for Professional
Development
2019 Webinar: Employee Benefits 1
(Industry Consolidation where is EB
going?)
12 July 2019 till 11 July 2020 Verifiable CPD activity 1
FPI19120051 Centre for Professional
Development
2019 Webinar: Employee Benefits 2:
Employee Benefits value proposition
23 August 2019 till 22 August 2020 Verifiable CPD activity 1
FPI19120052 Centre for Professional
Development
2019 Webinar: Trust Education 1: Are
trusts still relevant
02 August 2019 till 01 August 2020 Verifiable CPD activity 1
FPI19120053 Centre for Professional
Development
2019 Webinar: Trust Education 2: Trust
your trust
04 October 2019 till 03 October 2020 Verifiable CPD activity 1
FPI19120054 Centre for Professional
Development
2019 Webinar: Ethics 1: The Ethics
leadership role of the financial services
professional
12 April 2019 till 11 April 2020 Verifiable CPD activity 1
FPI19120055 Centre for Professional
Development
2019 Webinar: Ethics 2: Unpacking the
various ombud reports
06 Dec 2019 till 05 Dec 2020 Verifiable CPD activity 1
FPI19120056 Centre for Professional
Development
2019 Webinar: Update on Robo-Advise 30 November 2019 till 29 November
2020
Verifiable CPD activity 1
FPI19120057 Centre for Professional
Development
2019 Webinar: Healthcare Planning
(Holsitic Healthcare planning
06 September 2019 till 05 September
2019
Verifiable CPD activity 1
FPI19120058 Centre for Professional
Development
2019 Webinar: Risk Planning & Health 25 October 2019 till 24 October 2020 Verifiable CPD activity 1
FPI19120059 Centre for Professional
Development
2019 Webinar: The merits of expanding
health insurance in South Africa
10 September 2018 till 09 September
2019
Verifiable CPD activity 1
FPI19120060 Centre for Professional
Development
2019 Webinar: International Health
Insurance
10 September 2018 till 09 September
2019
Verifiable CPD activity 1
FPI19120061 Sanlam Life Insurance Limited Debt Traps and Downgrades 12-Nov-19 Verifiable CPD activity 1.5
FPI19120062 Discovery Central Services (Pty)
Ltd
Wills & Tax 02nd
December 2019 – 02nd
December
2020
Verifiable CPD activity 1
FPI19120063 Investec Bank Limited Investec Wealth & Investments – SA
Asset Allocation Update
01st September 2019 – 31
st December
2020
Verifiable CPD activity 1
FPI19120064 Momentum Consultants and
Actuaries
MCA Consultants Forum 07-Oct-19 Verifiable CPD activity 1.5
FPI19120065 Momentum Consultants and
Actuaries
MCA Consultants Forum 25th
June 2019 25-Jun-19 Verifiable CPD activity 1.5
FPI19120066 Momentum Consultants and
Actuaries
MCA Consultants Forum 26th
July 2019 26 July 2019 till 25 July 2020 Verifiable CPD activity 3
FPI19120067 Momentum Consultants and
Actuaries
MCA Consultants Forum 25th
October
2019
25 October 2019 till 24 October 2020 Verifiable CPD activity 1
FPI19120068 Morningstar Investment
Management (Pty) Ltd
Portfolio Reportbacks Verifiable CPD activity
FPI19120069 Centre for Professional
Development
2019 Webinar: How are benefits costed
in medical schemes
10 September 2018 till 09 September
2019
Verifiable CPD activity 1
FPI19120070 Centre for Professional
Development
2019 Webinar: Ethics & Healthcare in
South Africa
14 November 2019 till 13 November
2020
Verifiable CPD activity 1
FPI19120071 Centre for Professional
Development
2019 Webinar: Interpersonal Skills
(Importance of financial behaviours in
the financial plan)
05 July 2019 till 04 July 2020 Verifiable CPD activity 1
FPI19120072 Centre for Professional
Development
2019 Webinar: Investment Planning 1
(Portfolio Construction)
10 May 2019 till 09 May 2020 Verifiable CPD activity 1
FPI19120073 Centre for Professional
Development
2019 Webinar: Investment Planning 2
(The value of passive investments on a
client portfolio)
17 May 2019 till 16 May 2020 Verifiable CPD activity 1
FPI19120074 Centre for Professional
Development
2019 Webinar: Investment Planning 3
(Coaching your client through tough
economic times )
24 May 2019 till 23 May 2020 Verifiable CPD activity 1
FPI19120075 Centre for Professional
Development
2019 Webinar: Financial Planning for
Millennials
28 June 2019 till 27 June 2020 Verifiable CPD activity 1
FPI19120076 Centre for Professional
Development
2019 Webinar: The A to Z of Section
12J Investments
10 July 2019 till 09 July 2020 Verifiable CPD activity 1
FPI19120077 Centre for Professional
Development
2019 Webinar: Practice Management
(Articulating and living your value)
03 May 2019 till 02 May 2020 Verifiable CPD activity 1
FPI19120078 Centre for Professional
Development
2019 Webinar: Practice Standards
(Social media selling and marketing
your practice)
18 October 2019 till 17 October 2020 Verifiable CPD activity 1
FPI19120079 Centre for Professional
Development
2019 Webinar: Retirement Planning 1 –
Annuity options in South Africa
15 March 2019 till 14 March 2020 Verifiable CPD activity 1
FPI19120080 Centre for Professional
Development
2019 Webinar: Retirement Planning 2 -
Divorce orders and pension funds
19 May 2019 till 18 May 2020 Verifiable CPD activity 1
FPI19120081 Centre for Professional
Development
2019 Webinar: Short-term Insurance
(How to build and manage a short-term
insurance practice)
26 July 2019 till 25 July 2020 Verifiable CPD activity 1
FPI19120082 Centre for Professional
Development
2019 Webinar: Short-term Insurance
Act; FAIS Act; RAF
15 Nov 2019 till 14 Nov 2020 Verifiable CPD activity 1
FPI19120083 Centre for Professional
Development
2019 Webinar: Understanding broad
form liability
15 Nov 2019 till 14 Nov 2020 Verifiable CPD activity 1
FPI19120084 Sanlam Life Insurance Limited GWM Feedback session Q3 2019 07 & 22 November 2019 Verifiable CPD activity 0.5
FPI19120085 Towers Watson (Pty) Ltd Consultancy Forum November 2019 27 November 2019 Verifiable CPD activity 0.5
FPI19120086 Moonstone Business School of
Excellence (Pty) Ltd
Annual Compliance Workshop 2020 13 February 2020 till 12 February 2021 Verifiable CPD activity 1.5
FPI19120087 Moonstone Business School of
Excellence (Pty) Ltd
Vehicle Financing 01 December 2019 till 31 November
2020
Verifiable CPD activity 2.5
FPI19120088 Discovery Central Services (Pty)
Ltd
The importance of having medical aid
cover when you have children
01 December 2019 till 31 November
2020
Verifiable CPD activity 1
FPI19120089 Discovery Central Services (Pty)
Ltd
The long-term industry: Risk
Management, underwriting, non-
disclosures and misrepresentation
01 December 2019 till 31 November
2020
Verifiable CPD activity 1
FPI19120090 Centre for Professional
Development
2019 Webinar: Introduction to
Engineering Insurance
15 November 2019 till 14 November
2020
Verifiable CPD activity 1
FPI19120091 Centre for Professional
Development
2019 Webinar: Introduction to Marine
Insurance
26 November 2019 till 25 November
2020
Verifiable CPD activity 1
FPI19120092 Centre for Professional
Development
2019 Webinar: All you need to know
about travel insurance
26 November 2019 till 25 November
2020
Verifiable CPD activity 1
FPI19120093 Centre for Professional
Development
2019 Webinar: Underwriting
management agency
26 November 2019 till 25 November
2020
Verifiable CPD activity 1
FPI19120094 Centre for Professional
Development
2019 Webinar: Understanding the basics
of reinsurance
26 November 2019 till 25 November
2020
Verifiable CPD activity 1
FPI19120095 Discovery Central Services (Pty)
Ltd
Mental Wellbeing 01st December 2019 – 30
th November
2020
Verifiable CPD activity 3
FPI19120096 AC Develop (Pty) Ltd SHA Liability Claims Lessons Learnt 27-Aug-19 Verifiable CPD activity 1
FPI19120097 Liberty Corporate Legal and Regulatory Update 01 November 2019 till 31 May 2020 Verifiable CPD activity 2.5
FPI19120098 Old Mutual Corporate Advice Workshop 28 October 2019 11
November 2019
Verifiable CPD activity 2.5
FPI19120099 Masthead (Pty) Ltd Requirements and Impact of FICA on
Accountable Institutions
01 January 2020 till 31 December
2020
Verifiable CPD activity 4.5
FPI19120100 IHRM Class of Business Health Services
Benefits
01 January 2020 till 31 December
2020
Verifiable CPD activity 10
FPI19120101 Old Mutual Wealth Goal setting workshop 01 June 2019 till 31 May 2020 Verifiable CPD activity 1.5
FPI19120102 Old Mutual Wealth Project Incubator 01 October 2019 till 30 September
2020
Verifiable CPD activity 4.5
FPI19120103 Cadiz Funds (Pty) Ltd The Forum January 2020 till December 2020 Verifiable CPD activity 2.5
FPI19120105 Nedgroup Investments (Pty) Ltd Legal Update December 2019 03 December 2019 04 December
2019
Verifiable CPD activity 1
FPI19120106 Liberty Corporate Risk Benefits 01 September 2019 till 31 May 2020 Verifiable CPD activity 1.5
FPI19120107 PPS Investments (Pty) Ltd SAGE IC Meeting 19 November 2019 Verifiable CPD activity 2.5
FPI19120108
Asset TV (Pty) Ltd
Outlook 2020 Masterclass 01 Dec 2019 till 31 November 2020 Verifiable CPD activity 0.5
FPI19120109 One Financial Services Holdings
(Pty) Ltd
Rapid Spill 01 January 2020 till 31 December
2020
Verifiable CPD activity 2
FPI19120110 Captains & Coaches (Pty) Ltd The fundamentals of FAIS Compliance 13 December 2019 to 12 December
2020
Verifiable CPD activity 1
FPI19120111 Captains & Coaches (Pty) Ltd International Estate and Tax Planning 22 November 2019 till 21 November
2020
Verifiable CPD activity 1
FPI19120112 Fundhouse Advisor (Pty) Ltd ASISA IFA Practice Management
Programme - Module 5
27th & 28th November 2019 till 26
November 2020
Verifiable CPD activity 12
FPI20010001 Liberty Corporate Professionalising Actuarial Advice 01st November 2019 - 31st May 2020 Verifiable CPD activity 3
FPI20010002 Sanlam Life Insurance Limited CPD Masterclass February 2020 25th
February 2020 – 24th
February
2021
Verifiable CPD activity 4.5
FPI20010003 Momentum Consultants and
Actuaries
MCA Consultants Forum 28th
Nov 2019 28-Nov-19 Verifiable CPD activity 1
FPI20010004 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
Fund Provider Workshop - January 2020 20 - 27 January 2020 Verifiable CPD activity 1
FPI20010005 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
Investment Update and Succession
Planning
21-Nov-19 Verifiable CPD activity 1.5
FPI20010006 Fundnews Africa CC HedgeNews Africa Symposium 2020 20-Feb-20 Verifiable CPD activity 5.5
FPI20010007 PSG Wealth Financial Planning
(Pty) Ltd
PSG Wealth Platform and Solutions
Meeting
27-Nov-19 Verifiable CPD activity 1
FPI20010008 Captains & Coaches (Pty) Ltd Planning for Retirement and beyond
(Case Study)
29th
November 2019 – 28th
November
2020
Verifiable CPD activity 1
FPI20010009 Captains & Coaches (Pty) Ltd Regulatory Update 08th
November 2019 – 07th
November
2020
Verifiable CPD activity 1
FPI20010010 ABSA Group Limited ABSA Absolute Return Franchise Lunch 19th
& 27th
June 2019 Verifiable CPD activity 0.5
FPI20010011 ABSA Group Limited ABSA Linked Investments Breakfast 23-May-19 Verifiable CPD activity 0.5
FPI20010012 Glacier Financial Holdings (Pty)
Ltd
Glacier Shari’ah Investment Seminar 03 Octobe r2019 Verifiable CPD activity 0.5
FPI20010013 Discovery Central Services (Pty)
Ltd
Dollar Life Legal & Tax 09th
December 2019 – 09th
December
2020
Verifiable CPD activity 1
FPI20010014 Discovery Central Services (Pty)
Ltd
10 Common Mistakes in Buy & Sell
Structures
09th
December 2019 – 09th
December
2020
Verifiable CPD activity 1
FPI20010015 ABSA Group Limited External Distribution Chanel – ABSA SA
Equity Franchise
21 August 2019 23 August 2019 Verifiable CPD activity 1
FPI20010016 ABSA Group Limited External distribution chanel - Balanced
Franchise Lunch
23 July 2019 25 July 2019 Verifiable CPD activity 1
FPI20010017 NBC Holdings (Pty) Ltd Legal Seminars 30 October 2019 till 30 September
2020
Verifiable CPD activity 5
FPI20010018 Integrity Academy (Pty) Ltd Money Laundering Legislation and the
implications for Accountable
Institutions (FICA)
01 Jan 2020 till 31 Dec 2020 Verifiable CPD activity 4.5
FPI20010019 Integrity Academy (Pty) Ltd Structured Deposits 01st December 2019 – 30
th November
2020
Verifiable CPD activity 8.5
FPI20010020 Moonstone Business School of
Excellence (Pty) Ltd
Short Term insurance assessment and
validation of claims
01st January 2020 – 31
st December
2020
Verifiable CPD activity 5.5
FPI20010021 Moonstone Business School of
Excellence (Pty) Ltd
Introduction to Short-term Insurance 01st January 2020 – 31
st December
2020
Verifiable CPD activity 5.5
FPI20010022 Integrity Academy (Pty) Ltd Financial Statements in a Business
Environment
01st Dec 2019 - 30th November 2020 Verifiable CPD activity 8.5
FPI20010023 Integrity Academy (Pty) Ltd Financial Needs Analysis 01st Dec 2019 - 30th November 2020 Verifiable CPD activity 8
FPI20010024 Integrity Academy (Pty) Ltd Forex 01st Dec 2019 - 30th November 2020 Verifiable CPD activity 8
FPI20010025 VAPS Consulting (Pty) Ltd Introduction to Short-term Insurance 01st jan 2020 - 31st Dec 2020 Verifiable CPD activity 6.5
FPI20010026 Infinitum Compliance Mastering the Advice Process 16th
January 2020 – 15th
January 2021 Verifiable CPD activity 3
FPI20010027 Integrity Academy (Pty) Ltd Protection of Personal Information Act 01st December 2019 – 30
th November
2020
Verifiable CPD activity 4.5
FPI20010028 Liberty Group Limited Womanomics 01st January 2020 – 31
st December
2020
Verifiable CPD activity 1
FPI20010029 Moonstone Business School of
Excellence (Pty) Ltd
01st January 2020 – 31
st December
2020
Verifiable CPD activity 4
FPI20010030 Centre for Professional
Development
2020 Webinar: Ethics in general 01st February 2020 – 31st January
2021
Verifiable CPD activity 1
FPI20010031 Efficient Private Clients (Pty) Ltd The Market Call 15th
November 2019 15th
November 2019 Verifiable CPD activity 3
FPI20010032
Asset TV (Pty) Ltd
Outlook Pensions 2020 01st January 2020 – 31
st December
2020
Verifiable CPD activity 0.5
FPI20010033 Discovery Central Services (Pty)
Ltd
Budget Roundup 2020 26th
February 2020 – 31st December
2020
Verifiable CPD activity 1
FPI20010034 Centre for Professional
Development
2020 Webinar: Section 12J Investments 01st February 2020 – 31st January
2021
Verifiable CPD activity 1
FPI20010035 Investec Asset Management (Pty)
Ltd
Taking Stock Summer 2020 02nd
March 2020 – 31st March 2020 Verifiable CPD activity 1.5
FPI20010036 Investec Asset Management (Pty)
Ltd
Portfolio Managers 2020 insights 27th
& 30th
January 2020 Verifiable CPD activity 2
FPI20010037 Old Mutual Personal Finance “Enter Tomorrow” – Advisor Livestream 08-Oct-19 Verifiable CPD activity 1
FPI20010038 CFA Society South Africa Measuring Impact – the cornerstone of
impact investing
29-Jan-20 Verifiable CPD activity 0.5
FPI20010039 Allegiance Consulting (Pty) Ltd Advanced Business Assurance Workshop 01st Jan - 31st Dec 2020 Verifiable CPD activity 7
FPI20010040 CFA Society South Africa Fixed Income Masterclass 03rd February 2020 Verifiable CPD activity 1
FPI20010041 Centre for Professional
Development
Assupol customized training - January
2020
30 Jnauary 2020 Verifiable CPD activity 5.5
FPI20010042 PPS Insurance Company (Pty) Ltd People and Practice Management 31st January 2020 – 31
st January 2021 Verifiable CPD activity 1
FPI20010043 PPS Insurance Company (Pty) Ltd Fiduciary and Estate Planning 31st January 2020 – 31
st January 2021 Verifiable CPD activity 1
FPI20010044 PPS Insurance Company (Pty) Ltd From Regulation to Socialisation 31st January 2020 – 31
st January 2021 Verifiable CPD activity 1
FPI20010045 PPS Insurance Company (Pty) Ltd Holistic Financial Planning 31st January 2020 – 31
st January 2021 Verifiable CPD activity 1
FPI20010046 PPS Insurance Company (Pty) Ltd The Value of Advice 31st January 2020 – 31
st January 2021 Verifiable CPD activity 1
FPI20010047 PPS Insurance Company (Pty) Ltd Market Overview 31st January 2020 – 31
st January 2021 Verifiable CPD activity 0
FPI20010048 PPS Investments (Pty) Ltd Fighting Fear with Facts 04th
February 2020 – 13th
February
2020
Verifiable CPD activity 1.5
FPI20010049 Discovery Central Services (Pty)
Ltd
Business Opportunities from
understanding buy and sell and
contingent liability contracts
15th
January 2020 – 15th
January 2021 Verifiable CPD activity 1
FPI20010050 Anchor Group Limited Short Term Insurance Commercial
LinesRisk Management
22nd
January 2020 – 22nd
January 2021 Verifiable CPD activity 9
FPI20010051 Anchor Group Limited Ethics 22nd
January 2020 – 22nd
January 2021 Verifiable CPD activity 5
FPI20010052 Anchor Group Limited Factors that Impact Short Term
insurance
22nd
January 2020 – 22nd
January 2021 Verifiable CPD activity 2
FPI20010053 Anchor Group Limited Managing Workplace Relationships 22nd
January 2020 – 22nd
January 2021 Verifiable CPD activity 2
FPI20010054 Prima Research (Pty) Ltd SA Education Sector Initiation - Getting
Schooled
22-31 Jnauary 2020 Verifiable CPD activity 1
FPI20010055 Prima Research (Pty) Ltd Growth in Consumer Spending in 2020 21st January 2020 – 05
th February 2020 Verifiable CPD activity 1
FPI20010056 Octomate (Pty) Ltd Life Insurance: assitance Policies 01st December 2019 – 30
th November
2020
Verifiable CPD activity 3.5
FPI20010057 Octomate (Pty) Ltd FICA 2nd December 2019 – 30th
November
2020
Verifiable CPD activity 3.5
FPI20010058 Octomate (Pty) Ltd Life investment policies 3rd December 2019 – 30th
November
2020
Verifiable CPD activity 3.5
FPI20010059 Octomate (Pty) Ltd Life Risk Policies 4th December 2019 – 30th
November
2020
Verifiable CPD activity 3.5
FPI20010060 Octomate (Pty) Ltd Personal lines Miscellaneous 5th December 2019 – 30th
November
2020
Verifiable CPD activity 4.5
FPI20010061 Octomate (Pty) Ltd Pension fund benefits 6th December 2019 – 30th
November
2020
Verifiable CPD activity 3.5
FPI20010062 Octomate (Pty) Ltd Personal lines Property insurance 7th December 2019 – 30th
November
2020
Verifiable CPD activity 3.5
FPI20010063 Octomate (Pty) Ltd Personal lines motor 8th December 2019 – 30th
November
2020
Verifiable CPD activity 3.5
FPI20010064 Octomate (Pty) Ltd Personal lines accident and health
insurance
9th December 2019 – 30th
November
2020
Verifiable CPD activity 3.5
FPI20010065 Octomate (Pty) Ltd Personal Lines Liability Policy 10th December 2019 – 30th
November
2020
Verifiable CPD activity 3.5
FPI20010066 Octomate (Pty) Ltd Personal lines transportation insurance
policy
11th December 2019 – 30th
November
2020
Verifiable CPD activity 3.5
FPI20010067 Octomate (Pty) Ltd Long term reinsurance 12th December 2019 – 30th
November
2020
Verifiable CPD activity 3.5
FPI20010068 Octomate (Pty) Ltd Personal Lines Short-term Reinsurance
Policy
13th December 2019 – 30th
November
2020
Verifiable CPD activity 3.5
FPI20010069 Octomate (Pty) Ltd Sinking Fund policies 14th December 2019 – 30th
November
2020
Verifiable CPD activity 3.5
FPI20010070 Octomate (Pty) Ltd Fund Policies 15th December 2019 – 30th
November
2020
Verifiable CPD activity 3.5
FPI20010071 Octomate (Pty) Ltd Motor Fleet management 16th December 2019 – 30th
November
2020
Verifiable CPD activity 2.5
FPI20010072 Octomate (Pty) Ltd Cyber insurance 17th December 2019 – 30th
November
2020
Verifiable CPD activity 3.5
FPI20010073 Octomate (Pty) Ltd Insurance telematics 18th December 2019 – 30th
November
2020
Verifiable CPD activity 2.5
FPI20010074 Octomate (Pty) Ltd Business interruption cover 19th December 2019 – 30th
November
2020
Verifiable CPD activity 2.5
FPI20010075 Octomate (Pty) Ltd Exploring the Impact of Technology,
Innovation and Block Chain on
commercial lines
20th December 2019 – 30th
November
2020
Verifiable CPD activity 2.5
FPI20010076 Octomate (Pty) Ltd National credit act 21st December 2019 – 30th
November
2020
Verifiable CPD activity 2.5
FPI20010077 Octomate (Pty) Ltd The need for financial planning 22nd December 2019 – 30th
November
2020
Verifiable CPD activity 3.5
FPI20010078 Octomate (Pty) Ltd POPI ACT 23rd December 2019 – 30th
November
2020
Verifiable CPD activity 3.5
FPI20010079 ICS Academy (Pty) Ltd “Complaints” – an overview of
legislative provisions
01 Dec 2019 till 31 November 2020 Verifiable CPD activity 1.5
FPI20010080 Old Mutual Personal Finance AML Awareness 01 Dec 2019 till 31 November 2020 Verifiable CPD activity 2
FPI20010081 PPS Insurance Company (Pty) Ltd Introduction to Estate Planning 01 Jan 2020 till 31 Dec 2020 Verifiable CPD activity 0.5
FPI20010082 PPS Insurance Company (Pty) Ltd Estate Administration 01 Jan 2020 till 31 Dec 2020 Verifiable CPD activity 1
FPI20010083 PPS Insurance Company (Pty) Ltd Last Will and Testament 01 Jan 2020 till 31 Dec 2020 Verifiable CPD activity 0.5
FPI20010084 PPS Insurance Company (Pty) Ltd Law of Succession 01 Jan 2020 till 31 Dec 2020 Verifiable CPD activity 1
FPI20010085 Old Mutual Personal Finance Role Based Training – Module 1 01 Dec 2019 till 31 November 2020 Verifiable CPD activity 1
FPI20010086 Old Mutual Personal Finance Role Based Training – Module 2 01 Dec 2019 till 31 November 2020 Verifiable CPD activity 1
FPI20010087 Old Mutual Personal Finance Role Based Training – Module 3 01 Dec 2019 till 31 November 2020 Verifiable CPD activity 1
FPI20010088 Old Mutual Personal Finance Role Based Training – Module 4 01 Dec 2019 till 31 November 2020 Verifiable CPD activity 1
FPI20010089 Old Mutual Personal Finance Role Based Training – Module 5 01 Dec 2019 till 31 November 2020 Verifiable CPD activity 1
FPI20010090 Old Mutual Personal Finance Role Based Training - Module 6 01 Dec 2019 till 31 November 2020 Verifiable CPD activity 1
FPI20010091 PPS Insurance Company (Pty) Ltd Tax Planning 01 Jan 2020 till 31 Dec 2020 Verifiable CPD activity 1
FPI20010092 PPS Insurance Company (Pty) Ltd Trusts 01 Jan 2020 till 31 Dec 2020 Verifiable CPD activity 0.5
FPI20010093 PPS Insurance Company (Pty) Ltd Marriage Regimes 01 Jan 2020 till 31 Dec 2020 Verifiable CPD activity 0.5
FPI20010094 Momentum, a division of MMI
Holdings
Employee Relations Workshop 01st February 2020 – 31
st May 2020 Verifiable CPD activity 5
FPI20010095 Liberty Group Limited LibX Agile 21-23 Jan 202 Verifiable CPD activity 0.5
FPI20010096 Milpark Education The Future of Banking – FUTBAN-OS 01st January 2020 – 31
st December
2020
Verifiable CPD activity 6
FPI20010097 Milpark Education How Banks Generate Income - BGENIN-
OS
01st January 2020 – 31
st December
2020
Verifiable CPD activity 6
FPI20010098 Sanlam Life Insurance Limited SFP Wealth Summit 2019 28 & 29 August 2019 Verifiable CPD activity 5.5
FPI20010099 PPS Insurance Company (Pty) Ltd Regulatory Update 31 Jan 2020 till 30 Jan 2021 Verifiable CPD activity 1
FPI20010100 Fundhouse Advisor (Pty) Ltd Q4 2019 Investment Update 27 January 2020 – 25 February 2020 Verifiable CPD activity 2
FPI20010101 Old Mutual Personal Finance Role Based Training – Module 7
Enhanced Due Diligence
01 December 2019 – 30 November
2020
Verifiable CPD activity 1
FPI20010102 Old Mutual Personal Finance Role Based Training – Module 8 Ongoing
Due Diligence
01 December 2019 – 30 November
2020
Verifiable CPD activity 1
FPI20010103 Old Mutual Personal Finance Role Based Training – Module 9
Prominent Person Screening
01 December 2019 – 30 November
2020
Verifiable CPD activity 1
FPI20010104 Old Mutual Personal Finance Role Based Training Module 10
Sanctions Screening
01 December 2019 – 30 November
2020
Verifiable CPD activity 1
FPI20010105 Old Mutual Personal Finance Role Based Training Module 11
Statutory Reporting
01 December 2019 – 30 November
2020
Verifiable CPD activity 1
FPI20010106 Old Mutual Personal Finance Role Based Training Module 12 Record
Keeping
01 December 2019 – 30 November
2020
Verifiable CPD activity 1
FPI20010107 Momentum, a division of MMI
Holdings
The ten step process and compliance
for short-term
30 October 2019 to 29 October 2020 Verifiable CPD activity 3
FPI20010108 Momentum, a division of MMI
Holdings
The ten step process and compliance
for long-term
30 October 2019 to 29 October 2020 Verifiable CPD activity 3
FPI20010109 Investec Bank Limited Investec Wealth & Investment - World
Axis performance strategy update
01 January 2020 till 31 December
2020
Verifiable CPD activity 0
FPI20010110 Sanlam Life Insurance Limited SanTrust 1 February 2020 to 31 January 2021 Verifiable CPD activity 4
FPI20010111 Momentum, a division of MMI
Holdings
Momentum Financial Adviser
Partnership National Roadshow 2020
30 January 2020 06 February
2020 11 February 2020
13 February 2020 18
Declined 0
FPI20010112 Moonstone Business School of
Excellence (Pty) Ltd
TCF: Unpacking twhat it means 01st October 2019 – 30th September
2020
Verifiable CPD activity 3.5
FPI20010113 Foord Asset Management (Pty) Ltd Mind Of the Manager 27th
January 2020 – 13th
February 2020 Verifiable CPD activity 1
FPI20010114 Sanlam Life Insurance Limited Satrix Factor Investing Masterclass 01st January 2020 – 31
st December
2020
Verifiable CPD activity 2
FPI20010115 Towers Watson (Pty) Ltd Consultancy Forum January 2020 05th
February 2020 Verifiable CPD activity 2
FPI20010116 The Institute of Health Risk
Managers (Pty) Ltd
Health Market Inquiry Findings and
Recommendations for Scheme Benefits
01st January 2020 – 31
st December
2020
Verifiable CPD activity 2
FPI20010117 The Institute of Health Risk
Managers (Pty) Ltd
Health Market Inquiry Findings and
Recommendations on the Supply-Side
Regulator of Health
01st January 2020 – 31
st December
2020
Verifiable CPD activity 2
FPI20010118 Masthead (Pty) Ltd Ethics and Corporate Governance
Online Course 2020
01 Jan 2020 till 31 Dec 2020 Verifiable CPD activity 2
FPI20010119 Masthead (Pty) Ltd POPI Online Course 01 Jan 2020 till 31 Dec 2020 Verifiable CPD activity 2.5
FPI20010120 Masthead (Pty) Ltd How to complete your Compliance
Report 2020
01 Jan 2020 till 31 Dec 2020 Verifiable CPD activity 3
FPI20010121 Momentum, a division of MMI
Holdings
Cape Planner Day 10 October 2019 Verifiable CPD activity 3
FPI20010122 BrightRock Life Limited Claims Showcase 2020 11 February 2019 - 10 February 2020 Verifiable CPD activity 1
FPI20010123 Investec Asset Management (Pty)
Ltd
Bloemfontein Advisor Workshop 30-Jan-20 Verifiable CPD activity 1.5
FPI20010124 Analytics Consulting (Pty) Ltd FICA Training 01 Jan 2020 till 31 Dec 2020 Verifiable CPD activity 1
FPI20010125 Analytics Consulting (Pty) Ltd Investment Committee Meetings 01 Jan 2020 till 31 Dec 2020 Verifiable CPD activity 1.5
FPI20010126 Prima Research (Pty) Ltd SA Telecoms Regulation 28 January 2020 to 27 February 2021 Verifiable CPD activity 1
FPI20010127 Analytics Consulting (Pty) Ltd Reps Supervision 01 Jan 2020 till 31 Dec 2020 Verifiable CPD activity 1
FPI20010128 Sanlam Life Insurance Limited SFP – Aligned Financial Planning:
Regional Meeting 09 October 2019
09th October 2019 Verifiable CPD activity 1.5
FPI20010129 Analytics Consulting (Pty) Ltd Securities Investment Committee 01 January 2020 till 31 December
2020
Verifiable CPD activity 1
FPI20010130 FPI Centre for Professional
Development
Economic Update 3 01 February 2020 till 31 January 2021 Verifiable CPD activity 1
FPI20010131 FPI Centre for Professional
Development
Economic Update 4 01 February 2020 till 31 January 2021 Verifiable CPD activity 1
FPI20010132 The Institute of Health Risk
Managers (Pty) Ltd
Health Market Inquiry Findings and
Recommendations on the Supply-Side
Regulator of Health
01 January 2020 till 31 December
2020
Verifiable CPD activity 2
FPI20020001 Stanlib Wealth Management (Pty)
Ltd
AMRS Beyond the Horizon 29 January 2020 12 February 2020
13 February 2020 18 February 2020
20 February 2020
Verifiable CPD activity 1.5
FPI20020002 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
Year End Business Update 07 November 2019 Verifiable CPD activity 0.5
FPI20020003 Stanlib Wealth Management (Pty)
Ltd
In the room with Stanlib 04 February 2020 Verifiable CPD activity 1
FPI20020004 IQ Compliance (Pty) Ltd A practical approach to FICA 01 March 2020 till 28 February 2021 Verifiable CPD activity 4
FPI20020005 Old Mutual Personal Finance Buy-and-sell pitfalls and implications 01 January 2020 till 31 December
2020
Verifiable CPD activity 1
FPI20020006 Old Mutual Personal Finance Retirement Planning Advanced
programme
01 January 2020 till 31 December
2020
Verifiable CPD activity 3
FPI20020007 Old Mutual Personal Finance Retirement Planning programme 01 January 2020 till 31 December
2020
Verifiable CPD activity 5
FPI20020008 Investec Asset Management (Pty)
Ltd
Credit Top Down Meetings Sept 2019 30-Sep-19 Verifiable CPD activity 1.5
FPI20020009 Old Mutual Personal Finance Capital Gains 01st January 2020 – 31
st December
2020
Verifiable CPD activity 3.5
FPI20020010 Old Mutual Personal Finance Investment Planning (Intermediate) 01st January 2020 – 31
st December
2020
Verifiable CPD activity 2.5
FPI20020011 Circulus Online Tax Efficient Estate Planning in 2020 01st January 2020 – 31
st December
2020
Verifiable CPD activity 1
FPI20020012 ABSA Group Limited Client Advisory Framework – Implement 01 June 2019 till 31 May 2020 Verifiable CPD activity 0
FPI20020013 ABSA Group Limited Client Advisory Framework - Review 01 June 2019 till 31 May 2020 Verifiable CPD activity 6
FPI20020014 ABSA Group Limited Client Advisory Framework - Integrated
Assessment
01 June 2019 till 31 May 2020 Verifiable CPD activity 4
FPI20020015 ABSA Group Limited Client Advisory Framework - Consult 17 – 18 October 2019 04 – 05
November 2019
07 – 08 November 2019 12 – 13
Verifiable CPD activity 5.5
FPI20020016 Sanlam Life Insurance Limited Economic Growth 14 January 2020 14 January 2020 Verifiable CPD activity 1.5
FPI20020017 Bridge Fund Managers (Pty) Ltd Bridge Fund Managers' Roadshows 01 January 2020 till 30 April 2020 Verifiable CPD activity 1
FPI20020018 Investec Bank Limited Macro update and Property/Progressive
Yield portfolio review
27th
January 2020 – 31st December
2020
Verifiable CPD activity 1.5
FPI20020019 Citadel Investement Services (Pty)
Ltd
Cam Investment Presentation Feb 2020 03rd
February 2020 – 07th
February
2020
Verifiable CPD activity 1
FPI20020020 eStudy (Pty) Ltd Class of Business: Short-term Insurance
Personal Lines
01st February 2020 – 31
st January 2021 Verifiable CPD activity 3.5
FPI20020021 eStudy (Pty) Ltd Class of Business: Long-term Insurance 01st February 2020 – 31
st January 2021 Verifiable CPD activity 5
FPI20020022 Allegiance Consulting (Pty) Ltd Business Assurance Refresher and Case
Study
01st February 2020 – 31
st January 2021 Verifiable CPD activity 5
FPI20020023 Allegiance Consulting (Pty) Ltd Wealth Plan 01st February 2020 – 31
st January 2021 Verifiable CPD activity 5
FPI20020024 Allegiance Consulting (Pty) Ltd Estate Plan and FNA 01st February 2020 – 31
st January 2021 Verifiable CPD activity 5.5
FPI20020025 Boutique Collective Investments Boutique Collective Investment
Roadshow
18th
February 2020 – 28th
February
2020
Verifiable CPD activity 4
FPI20020026 Marriot Asset Management (Pty)
Ltd
Should we be preparing for a decade of
slow growth & low inflation?
30th
January 2020 – 18th
February 2020 Verifiable CPD activity 0.5
FPI20020027 AC Develop (Pty) Ltd Insurance Apprentice for Judges 17 January 2019 19 January 2020
20 January 2020 21 January 2020
22 January 2020 23 January 2020
Verifiable CPD activity 28
FPI20020028 Simply Learn CC Complaints Management Framework 01 Jan 2020 till 31 Dec 2020 Verifiable CPD activity 4.5
FPI20020029 Old Mutual Personal Finance 9 Opportunities for Financial Planning
from Personal Income Tax
01 Jan 2020 till 31 Dec 2020 Verifiable CPD activity 1
FPI20020030 Coronation Management Company Kick Off 2020 17 January 2020 to 31 January 2020
and 25 February 2020
Verifiable CPD activity 1.5
FPI20020031 Old Mutual Personal Finance 7 Habits to Build a Legendary Financial
Services Practice
01st February 2020 – 31
st January 2021 Verifiable CPD activity 1
FPI20020032 Momentum, a division of MMI
Holdings
Suitability of Investment Advice in SA 01st February 2020 – 31
st January 2021 Verifiable CPD activity 1.5
FPI20020033 Circulus Online Budget Review 2020 01 February 2020 till 31 March 2021 Verifiable CPD activity 1.5
FPI20020034 Sanlam Life Insurance Limited Legal Updates 01 January 2020 till 31 December
2020
Verifiable CPD activity 2
FPI20020035 AC Develop (Pty) Ltd MUA Climate Change 01 February 2020 till 31 March 2021 Verifiable CPD activity 3
FPI20020036 Citadel Investement Services (Pty)
Ltd
OPS Meeting – February 2020 11 February 2020 12 February
2020 17 February 2020
18 February 2020 18 February
Verifiable CPD activity 2
FPI20020037 Old Mutual Personal Finance Fundamentals of Trusts 01st January 2020 – 31
st December
2020
Verifiable CPD activity 1.5
FPI20020038 AC Develop (Pty) Ltd AC Legislative Update September 2019 01 February 2020 till 31 March 2021 Verifiable CPD activity 1
FPI20020039 AC Develop (Pty) Ltd SHA Directors and Officers Liability 01st November 2019 – 31
st October
2020
Verifiable CPD activity 2
FPI20020040 Centre for Financial Planning
Studies
Robo-Advisors: Exploring and
Leveraging the Competition
10th
February 2020 – 09th
February
2020
Verifiable CPD activity 0.5
FPI20020041 Old Mutual Personal Finance Pareto Training – Module 1 Onboarding 01st October 2019 – 30
th September
2020
Verifiable CPD activity 5
FPI20020042 Old Mutual Personal Finance Pareto Training – Module 2 Cracking the
Code
01st October 2019 – 30
th September
2020
Verifiable CPD activity 5
FPI20020043 Old Mutual Personal Finance Pareto Training – Module 3 Fast
Tracking New Clients
01st October 2019 – 30
th September
2020
Verifiable CPD activity 10
FPI20020044 Old Mutual Personal Finance Pareto Training – Module 4 Maximising
Existing Clients
01st October 2019 – 30
th September
2020
Verifiable CPD activity 5
FPI20020045 Old Mutual Personal Finance Pareto Training – Module 5 Organize
Your Clients
01st October 2019 – 30
th September
2020
Verifiable CPD activity 5
FPI20020046 Old Mutual Personal Finance Pareto Training – Module 6 Elevate the
Client Experience
01st October 2019 – 30
th September
2020
Verifiable CPD activity 5
FPI20020047 AC Develop (Pty) Ltd Insurance Apprentice - Viewers 07th of February 2020 to the 20th of
March 2020
Verifiable CPD activity 7
FPI20020048 Coronation Asset Management
(Pty) Ltd
Talking Investments with Coronation
2020
29 January 2020 30 January
2020
Verifiable CPD activity 5.5
FPI20020049 Old Mutual Corporate KIC - Corporate Business Complaints
process
14th October 2020 Verifiable CPD activity 1.5
FPI20020050 Old Mutual Wealth Client Presentation 2020 04th February 2020 – 13th February
2020
Non-verifiable CPD activity 0
FPI20020051 Old Mutual Wealth Investment Briefing 2020 04th February 2020 – 15th February
2020
Verifiable CPD activity 0.5
FPI20020052 Investec Bank Limited Know Fraud 11th
February 2020 – 10th
February
2021
Verifiable CPD activity 1.5
FPI20020053 PSG Wealth Financial Planning
(Pty) Ltd
Fire module 7 01st February 2020 – 31
st January 2021 Verifiable CPD activity 1
FPI20020054 Momentum, a division of MMI
Holdings
Market Conduct 01 Jan 2020 till 31 Dec 2020 Verifiable CPD activity 2
FPI20020055 Anchor Group Limited Retail Pension Funds 29 July 2019 till 28 July 2020 Verifiable CPD activity 2
FPI20020056 ICTS Legal Services (Pty) Ltd ICTS Legal Services - Ensimni Financial
Services
24 Jan 2020 Verifiable CPD activity 2
FPI20020057 ICTS Legal Services (Pty) Ltd Monthly Legal Forum January 2020 23 January 2020 Verifiable CPD activity 2
FPI20020058 HSBC Securities South Africa (Pty)
Ltd
Real Estate Conference 12 December 2019 13
December 2019
Verifiable CPD activity 1
FPI20020059 Sanlam Life Insurance Limited SFP – Regional Meeting (A morning with
SFP)
02 October 2019 Verifiable CPD activity 0.5
FPI20020060 Investec Bank Limited Frontier Africa Conference 12 February 2020 till 13 February 2020 Verifiable CPD activity 10.5
FPI20020061 The Institute of Health Risk
Managers (Pty) Ltd
Low Cost Benefit Option/Demarcation
products - What now for South Africans?
01 February 2020 till 31 Jan 2021 Verifiable CPD activity 2
FPI20020062 Discovery Central Services (Pty)
Ltd
Behavioural Finance and the Myths of
Investing - Continuous Invest Training
01st February 2020 – 31
st January 2021 Verifiable CPD activity 1
FPI20020063 Investec Asset Management (Pty)
Ltd
SA Rates Macro Meeting 12th December 2019 Verifiable CPD activity 1.5
FPI20020064 Glacier Financial Holdings (Pty)
Ltd
The Significance of Ethics in
Investments Planning
01st October 2019 – 30
th September
2020
Verifiable CPD activity 1
FPI20020065 Matrix Fund Managers Venture into Vines 29-Jan-20 Verifiable CPD activity 1
FPI20020066 Analytics Consulting (Pty) Ltd Retail Distribution Review Update 01st February 2020 – 31
st January 2021 Verifiable CPD activity 1.5
FPI20020067 CFA Society South Africa Utilizing ESG Data for Sustainable
Investment Solutions
11 February 2020 Verifiable CPD activity 0.5
FPI20020068 ABSA Group Limited Overview of the Long-term Insurance
assistance policies
01 February 2020 till 31 January 2020 Verifiable CPD activity 2
FPI20020069 ABSA Group Limited Overview of Long-term Insurance Life
Risk Products
01 February 2020 till 31 January 2020 Verifiable CPD activity 2
FPI20020070 Prudential Portfolio Managers Unit
Trusts Limited
Prospective asset class returns: Time to
be greedy rather than fearful
05 February 2020 10 February
2020
Verifiable CPD activity 1
FPI20020071 PPS Insurance Company (Pty) Ltd Business Assurance – Buy and Sell
Agreement
01 February 2020 till 31 January 2021 Verifiable CPD activity 2
FPI20020072 PPS Insurance Company (Pty) Ltd Business Assurance – Credit Loan
account
01 February 2020 till 31 January 2021 Verifiable CPD activity 0.5
FPI20020073 PPS Insurance Company (Pty) Ltd Business Assurance – Financial
Statements
01 February 2020 till 31 January 2021 Verifiable CPD activity 0.5
FPI20020074 Navigate Training and Consulting Training Workshop: Unpacking market
conduct
05 March 2020 06 March 2020
till 04 March 2021
Verifiable CPD activity 11
FPI20020075 27Four Investment Managers Financial Advisor Global Market Update 25 February 2020 26 February
2020 05 March 2020
Verifiable CPD activity 1
FPI20020076 Masthead (Pty) Ltd How to successfully transition to a fee
based business
17 February 2020 till 16 February 2021 Verifiable CPD activity 1
FPI20020077 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
Allan Gray Institutional Client Event
2020
17 March 2020 18 March 2020
19 March 2020
Verifiable CPD activity 1
FPI20020078 PPS Insurance Company (Pty) Ltd LBS Open Day 18-Feb-20 Verifiable CPD activity 1
FPI20020079 SA Asset Management Quarterly Economic and Fund Update
February 2020
04 February 2020 Verifiable CPD activity 1
FPI20020080 CoreShares Asset Management
(Pty) Ltd
Unpacking SA Beta Benchmarks 26th Feb 2020 27th Feb
2020 12th March 2020
Verifiable CPD activity 1.5
FPI20020081 PPS Insurance Company (Pty) Ltd Estate Planning Workshop 01 February 2020 till 31 January 2021 Verifiable CPD activity 9
FPI20020082 ABSA Group Limited Post Retirement Planning Refresher 01 January 2020 till 31 December
2020
Verifiable CPD activity 5
FPI20020083 ABSA Group Limited Estate Planning Refresher 01 January 2020 till 31 December
2020
Verifiable CPD activity 5
FPI20020084 PPS Insurance Company (Pty) Ltd Business Assurance – Business Entities 18th
February 2020 – 17th
February
2021
Verifiable CPD activity 3
FPI20020085 PPS Insurance Company (Pty) Ltd Business Assurance – Contingent
Liability
18th
February 2020 – 17th
February
2021
Verifiable CPD activity 0.5
FPI20020086 PPS Insurance Company (Pty) Ltd Business Assurance – Keyperson
Insurance
18th
February 2020 – 17th
February
2021
Verifiable CPD activity 1
FPI20020087 Efficient Private Clients (Pty) Ltd The Market Call 24th
Jan 2020 24-Jan-20 Verifiable CPD activity 2
FPI20020088 ABSA Group Limited Manage and create a lead 01 November 2019 till 31 October
2020
Verifiable CPD activity 1
FPI20020089 ABSA Group Limited Balance enquiry 01 November 2019 till 31 October
2020
Verifiable CPD activity 1
FPI20020090 ABSA Group Limited Case Management 01 November 2019 till 31 October
2020
Verifiable CPD activity 1
FPI20020091 ABSA Group Limited Customer1_Telephony Integration and
Instant Chat
01 November 2019 till 31 October
2020
Verifiable CPD activity 1
FPI20020092 ABSA Group Limited Customer1_Customer hub, Client finder
& Activity tracker
01 November 2019 till 31 October
2020
Verifiable CPD activity 1
FPI20020093 ABSA Group Limited Customer1_Adoption Dashboard 01st November 2019 – 31
st October
2020
Verifiable CPD activity 1
FPI20020094 ABSA Group Limited Customer1_Calendar Sync 01st November 2019 – 31
st October
2020
Verifiable CPD activity 1
FPI20020095 ABSA Group Limited Customer1_Complaints: Other 01st November 2019 – 31
st October
2020
Verifiable CPD activity 1
FPI20020096 ABSA Group Limited Customer1_Complaints ATM 01st November 2019 – 31
st October
2020
Verifiable CPD activity 1
FPI20020097 ABSA Group Limited Customer1_Routing (Email to Case) 01st November 2019 – 31
st October
2020
Verifiable CPD activity 1
FPI20020098 Old Mutual Personal Finance Business Assurance Business Continuity 01st February 2020 – 31
st January 2021 Verifiable CPD activity 5
FPI20020099 Old Mutual Personal Finance Tax Efficient Estate Planning 01st February 2020 – 31
st January 2021 Verifiable CPD activity 1
FPI20020100 Sanlam Life Insurance Limited Regional Meeting 21-Nov Verifiable CPD activity 0.5
FPI20020101 PSG Wealth Financial Planning
(Pty) Ltd
Product and Platforms Feedback
Session
28-Jan-20 Verifiable CPD activity 0
FPI20020102 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
Liberty Morebo 02-Aug-19 Verifiable CPD activity 0
FPI20020103 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
Liberty Sept – Oct 2019 09th
September 2019 – 07th
October
2019
Verifiable CPD activity 0
FPI20020104 Alexander Forbes Financial
Planning Consultants (Pty) Ltd
Section 37C of The Pension Funds Act 12-Feb-20 Verifiable CPD activity 1
FPI20020105 Investec Bank Limited Introduction to Structured Products 01 February 2020 till 31 January 2021 Verifiable CPD activity 1
FPI20020106 ABSA Group Limited CAF - Advice 01 June 2019 till 31 May 2020 Verifiable CPD activity 5.5
FPI20020107 Sanlam Life Insurance Limited Q4 Quarterly Investment Meetings Quarter 4, 2019 - 23 January to 20
March 2020
Verifiable CPD activity 1.5
FPI20020108 2IP (Pty) Ltd The Global Macro Economic Backdrop
and its Relevance to the Investment
Environment Q1 2020
30 Jan 2020 – 30 Dec 2020 Verifiable CPD activity 1.5
FPI20020109 Investec Asset Management (Pty)
Ltd
Credit Top Down Meeting 05 Dec 2019 05-Dec-19 Verifiable CPD activity 1.5
FPI20020110 Old Mutual Corporate KIC Start Session: Economic Outlook 04 November 2019 Verifiable CPD activity 1.5
FPI20020111 Old Mutual Corporate Old Mutual Retirement Session 26 November 2019 Verifiable CPD activity 4
FPI20020112 Circulus Online 9 Opportunities for Financial Planning
from Personal Income Tax
01 February 2020 till 31 January 2021 Verifiable CPD activity 1
FPI20020113 PPS Investments (Pty) Ltd Discretionary Fund Manager Investment
Session
11 February 2020 – 20 February 2020 Verifiable CPD activity 1
FPI20020114 Old Mutual Personal Finance Employing Technology in your practice 01 February 2020 till 31 January 2021 Verifiable CPD activity 2
FPI20020115 Alexander Forbes Investments Ltd AF Investment Mind Gym Session: Local
& Global Economic Themes and
Investment Trends for 2020
14 February 2020 Verifiable CPD activity 1.5
FPI20020116 Old Mutual Wealth Fit and Proper Online course 01 December 2019 till 31 November
2020
Verifiable CPD activity 1
FPI20020117 Investment Consulting & Trustee
Services (Pty) Ltd
Two-Day Fiduciary Duties &
Investments (Module I)
19th & 20th November 2019 03rd
& 04th December 2019 11th & 12th
February 2020 03rd & 04th
Verifiable CPD activity 9.5
FPI20020118 Circulus Online Capital Gains Tax 2020 01 December 2019 till 31 November
2020
Verifiable CPD activity 4.5
FPI20020119 Discovery Central Services (Pty)
Ltd
Protecting clients through keeping a
clear desk
01 February 2020 till 31 May 2020 Verifiable CPD activity 2.5
FPI20020120 Old Mutual Wealth The International Framework that
Governs the Flow of Money
20th
February 2020 – 20th
February
2021
Verifiable CPD activity 2
FPI20020121 Circulus Online Business Assurance 2020 20th
February 2020 – 20th
February
2021
Verifiable CPD activity 5
FPI20020122 Circulus Online Estate Planning 2020 20th
February 2020 – 20th
February
2021
Verifiable CPD activity 6.5
FPI20020123 Circulus Online Social Media for Financial Professionals 20th
February 2020 – 20th
February
2021
Verifiable CPD activity 1
FPI20020124 CFA Society South Africa Fixed Income Masterclass '03 February 2020 Verifiable CPD activity 0.5
FPI20020125 Sanlam Life Insurance Limited ACA and Simeka Consultants Forum
January 2020
30 January 2020 Verifiable CPD activity 1
FPI20020126 Centre for Professional
Development
Budget Review Trilogy JHB 28 February 2020 Verifiable CPD activity 2
FPI20020127 Centre for Professional
Development
Budget Review Trilogy CT 26 February 2020 Verifiable CPD activity 3.5
FPI20020128 Centre for Professional
Development
Budget Review Trilogy KZN 27 February 2020 Verifiable CPD activity 1.5
FPI20020129 Moonstone Business School of
Excellence (Pty) Ltd
Self-Mastery 01st January 2020 – 31
st December
2020
Verifiable CPD activity 5
FPI20020130 Prudential Portfolio Managers Unit
Trusts Limited
Self-study of Company Policies,
Attestation & Assessments
10th
February 2020 – 10th
February
2021
Verifiable CPD activity 5
FPI20020131 Old Mutual Investment Group (Pty)
Ltd
Webinars: Budget Preview 2020 28th
February 2020 – 28th
February
2021
Verifiable CPD activity 0.5
FPI20020132 Momentum, a division of MMI
Holdings
Quarterly Outlook Presentation 24 January 2020 till 23 January 2021 Verifiable CPD activity 3
FPI20020133 Sanlam Life Insurance Limited Business assurance and financial
statements - Back2BASlCS
01 February 2020 till 31 January 2021 Verifiable CPD activity 3.5
FPI20020134 PPS Academy, a division of PPS
Insurance (Pty) Ltd
Online Compliance Programme 01 February 2020 till 31 January 2021 Verifiable CPD activity 6
FPI20020135 Stanlib Wealth Management (Pty)
Ltd
INN8 Investing Offshore Workshop 21 February 2020 Verifiable CPD activity 0.5
FPI20020136 Circulus Online Employing Technology to enhance your
business
Date of event 15 February 2020 till 14
February 2021
Verifiable CPD activity 1.5
FPI20020137 Anchor Group Limited Anchor FA Roadshow – February 2020 05-17 February 2020 Verifiable CPD activity 1.5
FPI20020138 Alexander Forbes Financial
Planning Consultants (Pty) Ltd
Momentum : Let’s Talk About Love 19-Feb-20 Verifiable CPD activity 1
FPI20020139 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
Allan Gray Behavioural Coaching
Programme - Module 1
22 January 2020 24 January 2020
28 & 29 January 2020 30 January
2020
Verifiable CPD activity 6
FPI20020140 Sanlam Life Insurance Limited ACA and Simeka Consultants Forum
November 2019
29 November 2019 Verifiable CPD activity 1.5
FPI20020141 Moonstone Business School of
Excellence (Pty) Ltd
Understanding, reading and
interpreting financial statements
Renewal
01 March 2020 till 28 February 2021 Verifiable CPD activity 4
FPI20020142 Morningstar Investment
Management (Pty) Ltd
Morningstar Q4 Managed Portfolio
Review
12 February 2020 13 February 2020
18 February 2020
Verifiable CPD activity 2
FPI20020143 27Four Investment Managers 27Four Academy Private Equity
technical session
06 February 2020 Verifiable CPD activity 1
FPI20020144 PSG Asset Management (Pty) Ltd PSG Outlook Roadshow 28 JANUARY 2020 29 JANUARY
2020 30 JANUARY 2020
31 JANUARY 2020 31 JANUARY
Verifiable CPD activity 1
FPI20020145 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
Allan Gray Business Transformation
Programme | Workshop 2 | October
2019
15 October 2019 16 October
2019 17 October 2019
18 October 2019 22 October
Verifiable CPD activity 4.5
FPI20020146 ABSA Group Limited Private & Wealth Banking Roadshow 01 February 2020 Verifiable CPD activity 0.5
FPI20020147 Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
Allan Gray Tax & Legal Update 2020 03rd
March – 12th
March 2020 Verifiable CPD activity 2
FPI20020148 Ashburton Fund Managers
Proprietary Limited
Investment Perspectives Workshop –
Fixed Income and Global Macros
17th
– 21st February 2020 Verifiable CPD activity 1.5
FPI20020149 Old Mutual Corporate Corporate Regional Collaboration Q3 02nd
– 18th
September 2019 Verifiable CPD activity 3
FPI20020150 GTC Pty (Ltd) GTC Market Update and Analysis 01 February 2020 till 31 January 2021 Verifiable CPD activity 0.5
FPI20020151 Momentum, a division of MMI
Holdings
Regional Workshop 6 February 2020 11 March 2020 Verifiable CPD activity 2.5
FPI20020152 Nedgroup Investments (Pty) Ltd NFP Regional Meeting - Minimising
client behavioural biases
20 February 2020 Verifiable CPD activity 1.5
FPI20020153 Discovery Central Services (Pty)
Ltd
Machine Learning in STI 01 Feb 2020 till 31 Jan 2021 Verifiable CPD activity 1
FPI20020154 Discovery Central Services (Pty)
Ltd
Retirement Tax – Renewal 01 March 2020 till 28 February 2021 Verifiable CPD activity 1
FPI20020155 Discovery Central Services (Pty)
Ltd
Protection of Personal Information
(POPI) Renewal
01 March 2020 till 28 February 2021 Verifiable CPD activity 1.5
FPI20020156 ICTS Legal Services (Pty) Ltd Werksmans & ICTS Legal Services
Seminar
04-Mar-20 Verifiable CPD activity 2
FPI20020157 Old Mutual Personal Finance Social Media for Financial Professionals 01st February 2020 – 31
st January 2021 Verifiable CPD activity 1
FPI20020158 Nedgroup Investments (Pty) Ltd Institutional Breakfast 20-Feb-20 Verifiable CPD activity 1.5
FPI20020159 Ashburton Fund Managers
Proprietary Limited
Investments Information sharing Dinner
session
26 February 220 Verifiable CPD activity 1.5
FPI20020160 Discovery Central Services (Pty)
Ltd
Ensuring your clients have sufficient
maternity cover
01 February 2020 till 31 January 2021 Verifiable CPD activity 1
FPI20020161 Discovery Central Services (Pty)
Ltd
Introduction to wellness in life
insurance
01 February 2020 till 31 January 2021 Verifiable CPD activity 1.5
FPI20020162 The Collaborative Exchange (Pty)
Ltd
The Investment Forum 2020 16 & 17 March 2020 19 & 20 March
2020
Verifiable CPD activity 11
FPI20020163 ICTS Legal Services (Pty) Ltd Mercer Marsh Benefits – Death Benefits
– Tricky Bits
12 February 2020 Verifiable CPD activity 2
FPI20020164 Masthead (Pty) Ltd Short-Term Fees – How to Get Clients
to Pay for the Work that You Do
07 February 2020 till 06 February 2021 Verifiable CPD activity 2
FPI20020165 Discovery Central Services (Pty)
Ltd
Advancements in telemedicine 01 February 2020 till 31 January 2021 Verifiable CPD activity 1.5
FPI20020166 Discovery Central Services (Pty)
Ltd
Default Regulations 01 March 2020 till 28 February 2021 Verifiable CPD activity 0.5
FPI20020167 Discovery Central Services (Pty)
Ltd
Value of Advice 01 March 2020 till 28 February 2021 Verifiable CPD activity 1
FPI20020168 Morningstar Investment
Management (Pty) Ltd
Morningstar Advisor Forum PE Feb 2020 20 February 2020 Verifiable CPD activity 1
FPI20020169 Momentum, a division of MMI
Holdings
Quarterly Outlook Presentation October
2019
14 October 2019 till 13 October 2020 Verifiable CPD activity 3
FPI20020170 The Collaborative Exchange (Pty)
Ltd
DFM Masterclass 2020 18-Mar-20 Verifiable CPD activity 4
FPI20020171 Discovery Central Services (Pty)
Ltd
Cyber Risk 01st February 2020 – 31
st January 2020 Verifiable CPD activity 1
FPI20020172 Discovery Central Services (Pty)
Ltd
Medical aid inflation and how its
calculated
01st February 2020 – 31
st January 2020 Verifiable CPD activity 1
FPI20020173 Discovery Central Services (Pty)
Ltd
Introduction to commercial insurance 01st February 2020 – 31
st January 2020 Verifiable CPD activity 1
FPI20020174 Momentum, a division of MMI
Holdings
The CPD Policy 01 February 2020 till 31 January 2021 Verifiable CPD activity 1
FPI20020175 Discovery Central Services (Pty)
Ltd
Estate Planning Conference 2020 13 May 2020 till 12 May 2021 Verifiable CPD activity 5
FPI20020176 Stanlib Wealth Management (Pty)
Ltd
Practice Development Session Cape
Town
05 March 2020 Verifiable CPD activity 2
FPI20020177 CILSA Investments Capital International Client event 04 March 2020 Verifiable CPD activity 1
FPI20020178 Alexander Forbes Financial
Services (Pty) Ltd
Retirements technical session 31 January 2020 Verifiable CPD activity 1
FPI20020179 Rand Merchant Bank RMB Global Markets Seminar 2020 10 March 2020 Verifiable CPD activity 5
FPI20020180 Discovery Central Services (Pty)
Ltd
Mental Wellbeing 01st February 2020 – 31
st January 2020 Verifiable CPD activity 1
FPI20020181 Discovery Central Services (Pty)
Ltd
An insurer’s risk appetite and the role
of underwriting
01st February 2020 – 31
st January 2020 Verifiable CPD activity 1.5
FPI20020182 Discovery Central Services (Pty)
Ltd
Understanding life insurance premiums 01st February 2020 – 31
st January 2020 Verifiable CPD activity 1
FPI20020183 ICTS Legal Services (Pty) Ltd NMG Legal Forum Feb 2020 13-Feb-20 Verifiable CPD activity 2
FPI20030001 Old Mutual Personal Finance Estate Planning 01st February 2020 – 31
st January 2021 Verifiable CPD activity 6.5
FPI20030002 Discovery Central Services (Pty) Ltd Factfulness - The illusion of knowledge is the biggest obstacle for learning01st February 2020 – 31
st January 2021 Verifiable CPD activity 1
FPI20030003 Compliance Online (Pty) Ltd Protection of Personal Information Act (POPIA)01st February 2020 – 31
st January 2021 Verifiable CPD activity 3
FPI20030004 Compliance Online (Pty) Ltd Competition Law 01st February 2020 – 31
st January 2021 Verifiable CPD activity 2
FPI20030005
Alexander Forbes Financial
Planning Consultants (Pty) Ltd Privacy Awareness 11-Mar-20 Verifiable CPD activity 1
FPI20030006
FNB Stock Broking and Portfolio
Management (Pty) Ltd Committee workshop – 2020/01/15 – Naspers and Global Equity Strategies15-Jan-20 Verifiable CPD activity 1
FPI20030007 Masthead (Pty) Ltd Durban Member Engagement Evening 5 March 2020 Verifiable CPD activity 1
FPI20030008 Momentum, a divison of MMI Holdings Legislative Update 01st February 2020 – 31
st January 2021 Verifiable CPD activity 2
FPI20030009 Sanlam Life Insurance Limited
Sanlam Corporate In Conversations
Session – March 2020 10th
– 18th
March 2020 Verifiable CPD activity 3
FPI20030010 Sanlam Life Insurance Limited
Equity Markets: Will Investors be
rewarded in 2020 10 Feb 2020 Verifiable CPD activity 1
FPI20030011 Sanlam Life Insurance Limited
Sanlam Wealth Private Wealth
Intermediary Conference 20 February 2020 Verifiable CPD activity 2.5
FPI20030012 Sanlam Life Insurance Limited Peregrine Conference 23 & 24 January 2020 Verifiable CPD activity 5
FPI20030013 Momentum, a divison of MMI Holdings Marsh Feedback Forum 31 January 2020 Verifiable CPD activity 1
FPI20030014 Discovery Central Services (Pty) Ltd The importance of Ethics 01 February 2020 till 31 January 2021 Verifiable CPD activity 2
FPI20030015
Moonstone Business School of
Excellence (Pty) Ltd Cyber Security - POPIA 01 September 2019 till 31 August 2020 Verifiable CPD activity 1.5
FPI20030016 Asset TV (Pty) Ltd ETF'S and Offshore Products 01 February 2020 till 31 January 2021 Verifiable CPD activity 0.5
FPI20030017
CFA Society South Africa The place of credit assets in asset
allocation 26 February 2020 till 25 January 2021 Verifiable CPD activity 0.5
FPI20030018
CFA Society South Africa
SA Ethical decision making workshop 08 June 2020 10 June 2020Verifiable CPD activity 1.5
FPI20030019
Discovery Central Services (Pty)
Ltd Offshore Legal and Tax 26 February 2020 till 25 January 2021 Verifiable CPD activity 1
FPI20030020
The Standard Bank of South Africa
Retirement Planning Course 28 February 2020 till 27 January 2021 Verifiable CPD activity 3
FPI20030021 Efficient Wealth FIA Presentation: Due Diligence 13 September 2019 Verifiable CPD activity 3
FPI20030022 The Institute of Health Risk Managers
Progress towards NHI and its
Constitutionality 01 March 2020 till 28 February 2020 Verifiable CPD activity 2.5
FPI20030023 Discovery Central Services (Pty) Ltd
Customer Service and Building
Customer Relationships 01st February 2020 – 31
st May 2020 Verifiable CPD activity 2
FPI20030024
PPS Insurance Company (Pty) Ltd
Estate Planning Needs Analysis 05th March 2020 – 05th March 2021 Verifiable CPD activity 5.5
FPI20030025 Discovery Central Services (Pty) Ltd
Policyholder Protection Rules to ensure
fair treatment 01 February 2020 till 31 January 2021 Verifiable CPD activity 2.5
FPI20030026 The Institute of Health Risk Managers Medical Expenses Tax Workshop 01 March 2020 till 28 February 2020 Verifiable CPD activity 2
FPI20030027 Liberty Group Limited Budget Speech Review 26th February 2020 – 26th February 2021Verifiable CPD activity 1
FPI20030028 Discovery Central Services (Pty) Ltd Introduction to Reinsurance 01st February 2020 – 31
st January 2021 Verifiable CPD activity 2
FPI20030029 Asset TV (Pty) Ltd Alternative Investments 01st March 2020 – 01
st March 2021 Verifiable CPD activity 1
FPI20030030 Compliance and Learning Center (Pty) LtdNew Supervision Arrangements 01st February 2020 – 31
st January 2021 Verifiable CPD activity 0.5
FPI20030031 Compliance and Learning Center (Pty) Ltd
The Internet of Things Online CPD
course 2020 01st February 2020 – 31
st January 2021 Verifiable CPD activity 0.5
FPI20030032
PPS Insurance Company (Pty) Ltd Business Assurance – Financial Needs
Analysis 01 March 2020 till 28 February 2020 Verifiable CPD activity 5.5
FPI20030033 ABSA Group Limited
Off-Boarding Brand Ambassadors &
Loyal Customers01 December 2019 - 30 November
2020 Verifiable CPD activity 0.5
FPI20030034 ABSA Group Limited Strategic Employee relations
01 December 2019 - 30 November
2020 Verifiable CPD activity 1
FPI20030035 ABSA Group Limited Facilitating learning and development
01 December 2019 - 30 November
2020 Verifiable CPD activity 1
FPI20030036 ABSA Group Limited Managing Succession
01 December 2019 - 30 November
2020 Verifiable CPD activity 1
FPI20030037 ABSA Group Limited Driving talent retention
01 December 2019 - 30 November
2020 Verifiable CPD activity 1
FPI20030038 ABSA Group Limited Celebrity Top talent
01 December 2019 - 30 November
2020 Verifiable CPD activity 4
FPI20030039 ABSA Group Limited People Manager Standards
01 December 2019 - 30 November
2020 Verifiable CPD activity 0.5
FPI20030040 ABSA Group Limited Future-Fit-Hiring
01 December 2019 - 30 November
2020 Verifiable CPD activity 0.5
FPI20030041 ABSA Group Limited Absa-Lute Onboarding (Welcome ME)
01 December 2019 - 30 November
2020 Verifiable CPD activity 0.5
FPI20030042 ABSA Group Limited Cultivating High Performance
01 December 2019 - 30 November
2020 Verifiable CPD activity 0.5
FPI20030043 ABSA Group Limited People Admin Vitals
01 December 2019 - 30 November
2020 Verifiable CPD activity 0.5
FPI20030044 ABSA Group Limited Diversity & Inclusion
01 December 2019 - 30 November
2020 Verifiable CPD activity 0.5
FPI20030045 Old Mutual Wealth PCS Insight Exchange 31st march - 2 April 2020 Verifiable CPD activity 0.5
FPI20030046 The Institute of Health Risk Managers
Tax Implications For Medical Expenses
2020/2021 01st March 2020 – 01
st March 2021 Verifiable CPD activity 1.5
FPI20030047 ABSA Group Limited Pension and Provident Fund Module 01 March 2020 till 28 February 2020 Verifiable CPD activity 2.5
FPI20030048
Investec Asset Management (Pty)
Ltd Credit Top Down Meeting 20 Jan 2020 20-Jan-20 Verifiable CPD activity 1.5
FPI20030049
PPS Insurance Company (Pty) Ltd
Estate and Business Planning 10th
March 2020 – 10th
March 2020 Verifiable CPD activity 3
FPI20030050 Glacier Financial Holdings (Pty) Ltd Glacier Investment Summit 2020 06th
& 07th
February 2020 Verifiable CPD activity 9.5
FPI20030051 Old Mutual Corporate KIC Session 03 February 2020 03 February 2020 Verifiable CPD activity 1
FPI20030052
Old Mutual Personal Finance Living annuities – summary of the status
quo 1 February 2020 – 31 January 2021 Verifiable CPD activity 2
FPI20030053 Glacier Financial Holdings (Pty) Ltd Glacier Manco Day East London 11 February 2020 Verifiable CPD activity 4.5
FPI20030054 Sanlam Life Insurance Limited Top Achiever’s Conference 2020 06 February 2020 till 07 February 2020 Verifiable CPD activity 2
FPI20030055 Old Mutual Corporate
Strategic Conference 19 & 20 November
2019 19 and 20 November 2019 Verifiable CPD activity 1
FPI20030056
Old Mutual Personal Finance RDR and the impact thereof on current
distribution models 20th
February 2020 – 30th
September 2020Verifiable CPD activity 2.5
FPI20030057 Momentum, a divison of MMI Holdings
Momentum Financial Planning Training
on Public Sector Funds 26th
February 2020 – 26th
February 2021Verifiable CPD activity 1
FPI20030058 Momentum, a divison of MMI Holdings MFP Conference 2020 11th
– 17th
February 2020 Verifiable CPD activity 3.5
FPI20030059 Old Mutual Corporate Corporate Regional Collaboration – Q2 03-18 June 2019 Verifiable CPD activity 2
FPI20030060 Sanlam Life Insurance Limited Estate Duty Calculations 05-Mar-20 Non-Verifiable CPD activity 1.5
FPI20030061 Boutique Collective Investments
Glacier BCI Boutique Manager Series:
Income Funds - Solutions for Real
Returns 17 & 18 March 2020 Verifiable CPD activity 1
FPI20030062
Allan Gray Unit Trusts Managers RF
Limited (Pty) LtdNext Generation Business
Transformation Workshop - Value
Propositions that resonate 14-Oct-19 Verifiable CPD activity 2.5
FPI20030063 ABSA Group Limited Basic legal Technical Knowledge 01st February 2020 – 01
st February 2020 Verifiable CPD activity 4
FPI20030064
Allan Gray Unit Trusts Managers RF
Limited (Pty) LtdAllan Gray Behavioural Coaching
Programme - Group Coaching Session -
Module 1 - Feb 2020 19-21 February 2020 Verifiable CPD activity 2
FPI20030065 Discovery Central Services (Pty) Ltd Fundamentals of Property Insurance 01st February 2020 – 31
st January 2020 Verifiable CPD activity 3.5
FPI20030066 The Sherq Centre of Excellence (Pty) Ltd Artificial Intelligence Phase 1 and 2 01st February 2020 – 01
st February 2021 Verifiable CPD activity 8
FPI20030067
FNB Stock Broking and Portfolio
Management
FNB Wealth & Investments Ops Risk
Management, Fraud Risk Management
and Security Awareness – Feb 2020 01 February 2020 till 31 January 2021 Verifiable CPD activity 1.5
FPI20030068 Sanlam Life Insurance Limited SA Economy Event Risk 11 February 2020 till 10 February 2021 Verifiable CPD activity 1.5
FPI20030069
FNB Stock Broking and Portfolio
Management FNB Ethics and Business Conduct 15 March 2020 till 14 March 2021 Verifiable CPD activity 1
FPI20030070
Morningstar Investment
Management (Pty) Ltd
Investment Committee Portfolio Review
and Market Update
17 February 2020 7 February 2020
27 February 2020 3 February 2020
6 February 2020 5 February 2020
4 February 2020 12 February 2020
21 February 2020 19 February 2020
11 February 2020 25 February 2020
20 February 2020 Verifiable CPD activity 2
FPI20030071
Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd
Behavioural Coaching Programme
Module 1 07 February 2020 till 06 February 2021 Verifiable CPD activity 3
FPI20030072
Investec Asset Management (Pty)
Ltd SA Rates Macro Meeting 15-Jan-20 Verifiable CPD activity 1.5
FPI20030073 Asset TV (Pty) Ltd ETF’s and offshore products 01 February 2020 till 31 January 2021 Verifiable CPD activity 0.5
FPI20030074 MBSE Introduction to Fintech 01 March 2020 till 28 February 2020 Verifiable CPD activity 3
FPI20030075 MBSE Income Tax and Capital Gains Tax 01 March 2020 till 28 February 2020 Verifiable CPD activity 6.5
FPI20030076 MBSE Estate Planning Fundamentals 30 April 2020 till 31 March 2020 Verifiable CPD activity 7
FPI20030077 MBSE Fundamentals of Business Assurance 30 April 2020 till 31 March 2020 Verifiable CPD activity 6.5
FPI20030078 The Sherq Centre of Excellence Cyber Security 13 March 2020 till 12 March 2021 Verifiable CPD activity 4
FPI20030079 The Sherq Centre of Excellence
4IR – A Digital Experience – Ilead lab
day 13 March 2020 till 12 March 2021 Verifiable CPD activity 6
FPI20030080 Masthead (Pty) Ltd Income Tax Update Seminar 2020 10-Mar-20 Verifiable CPD activity 2
FPI20030081
Moonstone Business School of
Excellence (Pty) Ltd Ethics – How to impress your clients 30th
April 2020 – 30th
April 2021 Verifiable CPD activity 2
FPI20030082
Moonstone Business School of
Excellence (Pty) Ltd
Customer Services and Building Client
Relationships 30th
April 2020 – 30th
April 2021 Verifiable CPD activity 4.5
FPI20030083
Moonstone Business School of
Excellence (Pty) Ltd Business Continuity Planning 01st march 2020 - 01st March 2021 Verifiable CPD activity 2
FPI20030084 ICTS Legal Services (Pty) Ltd Bidvest Wealth and Employee Benefits 15 November 2019 Verifiable CPD activity 2
FPI20030085
PPS Academy, a division of PPS
Insurance (Pty) Ltd Business Asssurance Online 01 March 2020 till 28 February 2021 Verifiable CPD activity 5
FPI20030086
PPS Academy, a division of PPS
Insurance (Pty) Ltd Risk Planning Renewal 2020 01 March 2020 till 28 February 2021 Verifiable CPD activity 4.5
FPI20030087 Nedgroup Investments (Pty) Ltd Fund Manager Workshops 2020 09 March 2020 10 March 2020 11 March 2020 Verifiable CPD activity 3.5
FPI20030088 Nedgroup Investments (Pty) Ltd Fund Manager Roadshow March 2020 10 March 2020 12 March 2020 Verifiable CPD activity 2.5
FPI20030089 Masthead (Pty) Ltd
Practice Management Principles 1 –
Leadership competence 01 March 2020 till 28 February 2021 Verifiable CPD activity 2.5
FPI20030090
PPS Academy, a division of PPS
Insurance (Pty) Ltd Budget Speech 27th
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FPI20030091
PPS Academy, a division of PPS
Insurance (Pty) Ltd Introduction to Business Assurance 01st March 2020 – 01
st March 2021
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FPI20030092
PPS Academy, a division of PPS
Insurance (Pty) Ltd Fundamentals of Financial Planning:
Risk Planning 01
st March 2020 – 01
st March 2021
Verifiable CPD activity 4.5
FPI20030093
PPS Academy, a division of PPS
Insurance (Pty) Ltd Sales Resilience 01st March 2020 – 01
st March 2021
Verifiable CPD activity 13
FPI20030094 Sanlam Life Insurance Limited Client Road Shows 02nd
March 2020 – 08th
April 2020 Verifiable CPD activity 3
FPI20030095 The Institute of Health Risk Managers
The Structure and Functions of Medical
Schemes01
st March 2020 – 01
st March 2021
Verifiable CPD activity 2
FPI20030096 PSG Asset Management (Pty) Ltd Key Client Event with Max du Preez 25th
– 29th
November 2019 Verifiable CPD activity 1
FPI20030097 FIA (Financial Intermediaries Association of Southern Africa (NPC) The South African Investment Market
14 Novwmber 2019 Verifiable CPD activity 1
FPI20030098
Alexander Forbes Financial
Services (Pty) Ltd The Case for Resilience Roadshow 28th
January 2020 – 04th
February 2020 Verifiable CPD activity 1
FPI20030099 The Institute of Health Risk Managers
Disrupting Prescribed Minimum Benefits
- two-day programme 01st March 2020 – 01
st March 2021 Verifiable CPD activity 15
FPI20030100 ABSA Group Limited Absa Polymers Morning 11th
March 2020 Verifiable CPD activity 3.5
FPI20030101 AC Develop (Pty) Ltd
InsuranceZone – Record of Advice –
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FPI20030102 Momentum, a divison of MMI Holdings
Momentum Consult Cape Provincial
Conference – Short term insurance 05 March 2020 Verifiable CPD activity 2
FPI20030103
Old Mutual Personal Finance Nedgroup Investments International
Investment Summit 10-11 February 2020 Verifiable CPD activity 7.5
FPI20030104 Old Mutual CorporateThe Maadili Charter
18th
September 2019 – 18th
September
2020 Verifiable CPD activity 1
FPI20030105
Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd Fund Provider Workshop 04-Mar-20 Verifiable CPD activity 2.5
FPI20030106Alexander Forbes Investments Ltd
Hot Topics Seminar: Investments 27th
February 2020 – 12th
March 2020 Verifiable CPD activity 2.5
FPI20030107 Sanlam Life Insurance Limited FGIP Advisors Forum 11-Mar-20 Verifiable CPD activity 4.5
FPI20030108 Octomate (Pty) Ltd CL: Transportation Policy 01st April 2020 – 01
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FPI20030109 Octomate (Pty) Ltd CL: Liability Policy 01st April 2020 – 01
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FPI20030110 Octomate (Pty) Ltd Self-Driving Cars 01st March 2020 – 01
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FPI20030111 Octomate (Pty) Ltd Commercial Claims for Businesses 01st April 2020 – 01
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FPI20030112 Octomate (Pty) Ltd Commercial Claims for Businesses 01 March 2020 till 28 February 2021 Verifiable CPD activity 3
FPI20030113 Octomate (Pty) Ltd
Commercial Lines: Engineering Policy
Renwal 01 March 2020 till 28 February 2021 Verifiable CPD activity 3
FPI20030114 Octomate (Pty) Ltd
Commercial Lines: Motor Policy
Renewal 01 March 2020 till 28 February 2021 Verifiable CPD activity 3
FPI20030115 Octomate (Pty) Ltd
Commercial Lines: Miscallenous Policy
Renewal 01 March 2020 till 28 February 2021 Verifiable CPD activity 3
FPI20030116 Octomate (Pty) Ltd
Commercial Lines: Guarantee Policy
Renewal 01 March 2020 till 28 February 2021 Verifiable CPD activity 3
FPI20030117 Octomate (Pty) Ltd Motor Fleet Underwriting for beginners 01 March 2020 till 28 February 2021 Verifiable CPD activity 2
FPI20030118 Octomate (Pty) Ltd
Motor Fleet Management Intermediate
Class 01 April 2019 till 31 March 2020 Verifiable CPD activity 2
FPI20030119 Octomate (Pty) Ltd Cyber Insurance Masterclass 01 April 2019 till 31 March 2020 Verifiable CPD activity 2
FPI20030120 Octomate (Pty) Ltd Managing Fire and its devastating effects01 April 2019 till 31 March 2020 Verifiable CPD activity 2
FPI20030121 Octomate (Pty) Ltd Business Interruption Beginner's Class 01 April 2019 till 31 March 2020 Verifiable CPD activity 2
FPI20030122
PPS Academy, a division of PPS
Insurance (Pty) Ltd Ethics Programme 01 March 2020 till 28 February 2021 Verifiable CPD activity 2
FPI20030123
Full Value Financial Services (Pty)
Ltd Economic Principles Online Course 01 March 2020 till 28 February 2021 Verifiable CPD activity 2
FPI20030124
Momentum, a divison of MMI
Holdings Partnership Connect 2020 10 March 2020 till 09 March 2021 Verifiable CPD activity 1
FPI20030125 IHRM Medical Schemes Underwriting 2020 01 March 2020 till 28 February 2021 Verifiable CPD activity 1.5
FPI20030126 The Compliance Toolbox Financial Intelligence Centre Act 10 March 2020 till 09 March 2021 Verifiable CPD activity 3.5
FPI20030127 NBC Holdings (Pty) Ltd Binder Agreement Regulations 03 March 2020 till 02 March 2021 Verifiable CPD activity 4
FPI20030128 Novia One Group (Pty) Ltd RegTech, InsurTech, Cybersecurity & Risk Management01 June 2019 till 31 May 2020 Verifiable CPD activity 16
FPI20030129 Novia One Group (Pty) Ltd The Business of a Bank 01 June 2019 till 31 May 2020 Verifiable CPD activity 10.5
FPI20030130
Novia One Group (Pty) Ltd
Beyond Fintech: Disruptive Innovation
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FPI20030131 Novia One Group (Pty) Ltd Customer Banking and Fintech 01 June 2019 till 31 May 2020 Verifiable CPD activity 10.5
FPI20030132 Anchor Group Limited Long-term Insurance 29 July 2019 till 28 July 2020 Verifiable CPD activity 4.5
FPI20030133
Noble Private Portfolios (Pty) Ltd Noble Private Portfolio Investment
Seminar 01 March 2020 till 28 February 2021 Verifiable CPD activity 0.5
FPI20030134
Novia One Group (Pty) Ltd An Overview of Financial Markets &
Fintech 01st June 2019 – 30
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FPI20030135 Novia One Group (Pty) Ltd Artificial Intelligence & Big Data 01st June 2019 – 30
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FPI20030136 Novia One Group (Pty) Ltd Blockchain & Capital Raising 01st June 2019 – 30
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FPI20030137 Carmen Venter – Synergia
S11F Retirement Deduction and Estate
Duty Implications 23rd
March 2020 – 23rd
March 2021 Verifiable CPD activity 1.5
FPI20030138 Momentum, a divison of MMI Holdings
Momentum Consult Cape Provincial
Conference – Long-term Insurance 05-Mar-20 Verifiable CPD activity 4.5
FPI20030139
Moonstone Business School of
Excellence (Pty) Ltd Cyber Resilience: A Roadmap 01st March 2020 – 01
st March 2021
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FPI20030140 Nedbank Limited Fiduciary Basics 10 march 2020 - 10 march 2021 Verifiable CPD activity 4
FPI20030141
Captains & Coaches (Pty) Ltd Sasfin Value Proposition Workshop
(Session 1) 19-Jul-19 Verifiable CPD activity 1
FPI20030142
Captains & Coaches (Pty) Ltd Sasfin Value Proposition Workshop
(Session 2) 26-Jul-19 Verifiable CPD activity 1
FPI20030143
Captains & Coaches (Pty) Ltd Sasfin Value Proposition Workshop
(Session 3) 02-Aug-19 Verifiable CPD activity 1
FPI20030144 Centre for Professional Development 2020 PCE Workshop 23 January 2020 24 January 2020 28 January 2020Verifiable CPD activity 5
FPI20030145 Octomate (Pty) Ltd Commercial Lines: Property Policy 01 April 2020 till 31 March 2021 Verifiable CPD activity 3
FPI20030146 Nedbank Limited
Personal Mastery for the 4th Industrial
Revolutions 10 March 2020 till 09 March 2021 Verifiable CPD activity 6
FPI20030147
Alexander Forbes Financial
Services (Pty) Ltd Retirement Forum – February Session 28 February 2020 Verifiable CPD activity 1
FPI20030148
Old Mutual Corporate Superfund Summit 2020
5 March 2020 9 March 2020 12
March 2020
19 March 2020 20 March 2020 Verifiable CPD activity 2
FPI20030149 Old Mutual Corporate OMCC Case Study 3 26 August 2019 till 25 August 2020 Verifiable CPD activity 1.5
FPI20030150 ABSA Group Limited Endowment Policies January till December 2020 Verifiable CPD activity 2.5
FPI20030151
Moonstone Business School of
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A Guide to Corporate Social
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FPI20030152 Prima Research (Pty) Ltd SA Retail Issues Q1 2020 24 March 2020 till 23 March 2021 Verifiable CPD activity 1
FPI20030153ABSA Group Limited
ABSA Fund Managers: Economic and
Investment Feedback 09 March 2020 Verifiable CPD activity 1
FPI20030154 Carmen Venter – Synergia Time Value of money 23 March 2020 till 22 March 2021 Verifiable CPD activity 4.5
FPI20030155 Carmen Venter – Synergia Personal Income Tax 23 March 2020 till 22 March 2021 Verifiable CPD activity 7
FPI20030156 Carmen Venter – Synergia Marital Regimes 23 March 2020 till 22 March 2021 Verifiable CPD activity 3
FPI20030157 Carmen Venter – Synergia Law of Succession 23 March 2020 till 22 March 2021 Verifiable CPD activity 2.5
FPI20030158 Old Mutual Personal Finance Budget and Legal Technical Update 2020 1 February 2020 – 31 January 2021 Verifiable CPD activity 2
FPI20030159 Amity Investment Solutions (Pty) Ltd Amity Masterclass 20-Feb-20 Verifiable CPD activity 4
FPI20030160 Marix Fund managersMacro Update: Eskorona and other ills
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FPI20030161
PSG Wealth Financial Planning
(Pty) Ltd
PSG Wealth Product and Platform
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FPI20030162 Prima Research (Pty) Ltd Eskom – Winter is coming 24th
March 2020 – 24th
March 2021 Verifiable CPD activity 1
FPI20030163Efficient Private Clients (Pty) Ltd
The Market Call 21-Feb-20 Verifiable CPD activity 2.5
FPI20030164
Schroder’s Unit Trusts LimitedSchroders Investment Symposium 2020
5-6 March 2020 Verifiable CPD activity 3
FPI20030165 AC Develop (Pty) Ltd MUA Motor Risk Update 27th
January 2020 – 27th
January 2021 Verifiable CPD activity 4
FPI20030166
PSG Wealth Financial Planning
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, 13th
& 25th
November 2019 Verifiable CPD activity 2.5
FPI20030167
PSG Wealth Financial Planning
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FPI20030168
PSG Wealth Financial Planning
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FPI20030169
PSG Wealth Financial Planning
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FPI20030170 Old Mutual Corporate OMCC Academy Case Study 1 15 July 2019 Verifiable CPD activity 1.5
FPI20030171 Old Mutual Corporate OMCC Case Study 2 28 October 2019 Verifiable CPD activity 1.5
FPI20030172 Glacier Financial Holdings (Pty) Ltd Glacier Tax Seminar 2020 21 April 2020 08 April 2020 23 April 2020 05 May 2020 07 April 2020 Verifiable CPD activity 3.5
FPI20030173 Old Mutual Corporate Regional Collaboration March 2020
04 March 2020 24 March 2020
26 March 2020 31 March 2020 Verifiable CPD activity 5
FPI20030174 Old Mutual Corporate OMCC Case Study 1 - 24 Feb 2020 24 February 2020 Verifiable CPD activity 1.5
FPI20030175 NBC Holdings (Pty) Ltd Legal Update – PPR 13 March 2020 till 30 December 2020 Verifiable CPD activity 1.5
FPI20030176 Asset TV (Pty) Ltd DFM 202001 March 2020 till 28 February 2021
Verifiable CPD activity 1
FPI20030177 Asset TV (Pty) Ltd Retirement Income Masterclass 01 March 2020 till 28 February 2021 Verifiable CPD activity 1
FPI20030178
Alexander Forbes Financial
Planning Consultants (Pty) Ltd Smooth Bonus Products 18 March 2020 Verifiable CPD activity 1
FPI20030179 Masthead (Pty) Ltd
Exceptional Assistant – Develop
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FPI20030180
PPS Academy, a division of PPS
Insurance (Pty) Ltd Fundamentals of Retirement Planning 01 April 2020 till 31 March 2021 Verifiable CPD activity 11
FPI20030181 Outsurance Insurance Company Advisor Development Communication 01 January 2020 till 31 December 2020 Verifiable CPD activity 0.5
FPI20030182 Outsurance Insurance Company
Event name Competency Based
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FPI20030183
Investec Asset Management (Pty)
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FPI20030184 Nedbank Limited Key Individual Guidance 10 March 2020 to 09 March 2021 Verifiable CPD activity 5.5
FPI20030185
Old Mutual Personal Finance
HS Network Conference – Presentation:
Assisting an Incapacitated Client – A
guide to available practical options 09 March 2020 Verifiable CPD activity 1
FPI20030186
Salesguru Holdings Proprietary
Limited Mindset, Planning Prospecting course 01 June 2019 till 31 June 2020 Verifiable CPD activity 19.5
FPI20030187
Captains & Coaches (Pty) Ltd Service Agreement Fee structure
workshop 05 July 2019 Verifiable CPD activity 1
FPI20030188 Captains & Coaches (Pty) Ltd Rule 19 Replacemnt advise recrd 30-Aug-19 Verifiable CPD activity 1
FPI20030189 Captains & Coaches (Pty) Ltd Investment Proposal for Elite Wealth 13 September 2019 Verifiable CPD activity 1
FPI20030190 The Institute of Health Risk Managers (Pty) Ltd
The healthcare Market and
Demarcation Regulations 2019/2020 01st March 2020 – 01
st March 2021 Verifiable CPD activity 1
FPI20030191 The Institute of Health Risk Managers (Pty) Ltd
Understanding Prescribed Minimum
Benefits 2020 01st March 2020 – 01
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FPI20030192 The Institute of Health Risk Managers (Pty) LtdAn Overview of Employee Benefits 01st March 2020 – 01
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FPI20030193
Momentum, a divison of MMI
Holdings PI/Momentum Ethics Workshop 2020 18th
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March 2021 Verifiable CPD activity 3.5
FPI20030194
Old Mutual Personal Finance
Business Assurance
01st November 2019 – 31
st October
2020 Verifiable CPD activity 7.5
FPI20030195 Captains & Coaches (Pty) Ltd The impact of COFI on Sasfin Wealth 20 September 2019 Verifiable CPD activity 1
FPI20030196 Captains & Coaches (Pty) Ltd Fundamentals of Investment Planning 27-Sep-19 Verifiable CPD activity 1
FPI20030197 ABSA Group Limited Online Post Retirement planning refresher 01 April 2020 till 31 March 2021 Verifiable CPD activity 3
FPI20030198 VAPS Consulting (Pty) Ltd
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FPI20030199
Investment Consulting & Trustee
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FPI20030200
Allan Gray Unit Trusts Managers RF
Limited (Pty) Ltd Allan Gray Business Transformation
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FPI20030201
FMI, a Division of Bidvest Life The case for protecting your clients'
income20 March 2020 till 19 March 2021
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FPI20030202 Old Mutual Personal Finance Budget 2020 Preview 02 March 2020 03 March 2020 04 March 2020Verifiable CPD activity 1
FPI20030203 The Institute of Health Risk Managers
Medical Scheme Complaint resolution
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FPI20030204
Simeka Consultants and Actuaries
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FPI20030205 Glacier Financial Holdings (Pty) Ltd Economic Overview Q4 04-Nov-19 Verifiable CPD activity 1