FPI Recognised CPD Providers

We have over 60 Recognised Continuous Professional Development (CPD) providers who offer programmes, such as seminars, conferences, webinars and online courses, and publications that assist our members in gaining the relevant and quality CPD opportunities.

We require the FPI Recognised CPD Providers to meet certain standards before they can be regarded as competent. These requirements are specified in the Educational Programme and Provider Approval Policy.

 

CPD provider, programme and publication application fees (including Vat):

Category
Application/ approval fee
2021 CPD provider application fee
R 4 370.00 
2021 CPD programme application fee
R 700.00 (per programme)
2021 CPD publication application fee R 700.00 (per publication)
2021 newsletter approval fee R 400.00 (per newsletter)
CPD Literature application fee for books R 5 425.00
CPD Bulk newsletter (more than 12 newsletters) R 5 425.00


Click on the links below  to apply as a recognised FPI Approved CPD Provider:

 

Below is a list of FPI Recognised CPD Providers.

RECOGNISED CPD PROVIDER

RECOGNISED CPD TOPICS

 

CONTACT DETAILS

 
 
 

1Life Insurance

Risk Management, Ethics and Practice Standards

 

Victor Masedi
011 428 1018
victorm@telesure.co.za
www.telesure.co.za

1Life Insurance

Retirement Planning

 

Alexandra McLoughlan
011 428 1789
alexandramc@1life.co.za
www.telesure.co.za/

27four Investment Managers (Pty) Ltd

Asset Management

 

 

Mikhaeel Vawda

0114422464

vic@27four.com

http://www.27four.com

2IP (Pty) Ltd

Asset Management | Risk Management

 

Danielle van Breda | Francois Cilliers
021 914 1321
danielle@2ip.co.za | francois@2ip.co.za
https://www.2ip.co.za/

 

ABSA Group Limited

Financial Management, Asset Management, Retirement Planning, Estate Planning, Ethics and Practice Standard

 

Thirusha Bharath
011 350 7775
Thirusha.Bharath@absa.africa
www.absa.co.za

ACM Risk Management

Risk  Management,

 

James Veal 
082 679 3354
james@acmotor.co.za
https://acmotor.co.za/

Alcari Learning Centre (Pty) Ltd

Asset Management | Tax Planning | Estate Planning | Risk Management
Retirement Planning | Risk Management
Ethics & Practice Standards | Practice Management

 

Rene Venter

084 816 5430

rene.alcari@gmail.com

https://www.alcari.biz/

 

Alexander Forbes Financial Services

Asset Management, Financial Management, Risk Management, Estate Planning, Tax Planning, Retirement Planning, Ethics and Practice Standards

 

Antoinette Swanepoel
011 269 0655
swanepoelan@aforbes.co.za
www.alexanderforbes.co.za

Alexander Forbes Investments

Asset Management

 

Stella Carter
011 505 6353
carters@aforbes.com
www.alexanderforbesinvestments.co.za/

Allan Gray (Pty) Ltd

Asset Management, Financial Management, Risk Management, Estate Planning, Tax Planning, Retirement Planning, Ethics and Practice Standards

 

Merryl Lary
021 446 7704
Merryl.Lary@allangray.co.za
www.allangray.co.za

Allegiance Consulting (Pty) Ltd

Risk Management, Retirement Planning, Estate Planning

 

Johan van der Vyver
012 360 0400

Johan.vdvyver@allegiance.co.za
www.allegiance.co.za

Amity Investment Solutions(Pty) Ltd

Asset Management, Financial Management, Risk Management, Estate Planning, Tax Planning, Retirement Planning, Ethics and Practice Standards

 

Alvin Hove
011 609 0707
anton@amitywealth.co.za
www.amitywealth.co.za

Analytics Consulting (Pty) Limited

Risk Management, Ethics & Practice Standards

 

Amina Mahomed
011 463 9600
amina@analytics.co.za
www.analytics.co.za

Anchor Group Limited

Financial Management Risk Management Tax Planning Estate Planning Retirement Planning Ethics & Practise Standards

 

Yvandra van Jaarsveld
021 417 8892
nbrown@anchorfs.co.za
www.anchorgroup.co.za/

Aon South Africa (Pty) Ltd

Asset Management | Risk Management | Retirement Planning

 

Bella Hawkins
bella.hawkins@aon.co.za
www.aon.co.za

Ascension Business Academy (Pty) Ltd

Risk Management | Ethics & Practice Standards

 

Gordon Dewar
082 878 4105
aba@wol.co.za
www.abatraining.co.za

Ashburton Fund Managers (Pty) Ltd

Asset Management

 

www.ashburtoninvestments.co.za

Asisa Academy

Asset Management

 

Nqabisa Mbana
021 673 1662
Nmbana@asisaacademy.org.za

Asset TV (Pty) Ltd

Asset Management

 

Marelize Dau
074 653 6296
Marelize.dau@asset.tv
www.assettv.com

Associated Compliance

Financial Management, Asset Management,Retirement Planning, Estate Planning,Ethics and Practice, Standard Practice Management

 

Charmaine Koch
083 533 7083
charmaine@acdevelop.co.za
associatedcompliance.co.za

 

At Work Internet Software Solutions (Pty) Ltd

Financial Management | Asset Management | Tax Planning | Estate Planning | Retirement Planning |
Professional Skills & abilities | Risk Management
  Cas Dippenaar

0861 atWORK (289 675)
Cas@work.za.com
https://www.atwork.co.za/

Attune Solutions

 

Asset Management| Compliance & Risk Management | Financial Management | Ethics & Financial Planning Standards | Practice Management

 

Kerry Kopke

0723015735

kerry@attunesolutions.co.za

www.attunesolutions.co.za

Avior Capital Markets (Pty) Ltd

Asset Management | Financial Management

 

Alex Naicker
011 589 2862
alex@avior.co.za
https://avior.co.za/

Barbara Mundell

Financial Management | Asset Management | Tax Planning | Estate Planning | Risk Management
Retirement Planning | Risk Management
Ethics & Practice Standards | Practice Management

 

Barbara Mundell

011 791 9382

barbara@barbaramundell.co.za

www.barbaramundell.co.za

 

Black Onyx Alternative Investments

Asset Management

 

Andrew Ludwig
083 657 2255
andrew@blackonyx.co.za
www.blackonyx.co.za

Boutique Collective Investments

Financial Management, Risk Management, Tax Planning Estate, Planning Retirement, Planning Ethics & Practise Standards

 

Tanya Thomson
083 327 1391
rwalton@bcis.co.za
www.fnb.co.za

BrightRock Life Limited

Financial Management, Asset Management, Risk Management, Tax Planning, Retirement Planning, Estate Planning, Ethics and Practice Standard

 

Lydia Davidson
0860 007 744
lydiad@brightrock.co.za
www.brightrock.co.za

Cadiz Funds (Pty) Ltd

 

Rudi Kotze
011 238 0457
Rudi.Kotze@thewarwickgroup.com

Captains and Coaches (Pty) Ltd

Asset Management | Tax Planning | Estate Planning | Risk Management Retirement Planning | Risk Management Ethics & Practice Standards | Practice Management

 

Theo Mahapa
082 453 4184
anton@antonswanepoel.co.za
www.antonswanepoel.co.za

Carmen Venter

Financial Management, Risk Management, Tax Planning, Estate Planning, Retirement Planning

 

Carmen Venter
082880 7192
carmenventer@discoverymail.co.za
www.futurefinance.co.za

Centre for Financial Planning Studies

Asset Management Financial Management Risk Management Estate Planning Tax Planning Retirement Planning Ethics & Practice Standards

 

Prince Sarpong
061 354 5745
pk.sarpong@cfps.co.za
www.cfps.co.za

Chartered Financial Analyst Society of South Africa NPC

Asset Management, Financial Management, Retirement Planning, Risk Management and Ethics & Financial Planning Standards.

 

Lucille Smit
011 791 0105
info@cfa.ac.za
www.cfasociety.org/southafrica/Pages/Home.aspx

CILSA Invetments (Pty) Ltd

Asset Management

 

Jacqui Holliday
021 201 1070
j.holliday@capital-sa.com
www.capital-iom.com

Circulus Online

Asset Management, Financial Management, Risk Management, Estate Planning, Tax Planning, Retirement Planning, Ethics and Practice Standards

 

Francois Du Toit
083 275 8368
francois@circulus.co.za
www.circulus.co.za

Citadel Investment Services (Pty) Ltd

Asset Management

 

Sisa Mtitshana
012 470 2524
sisam@citadel.co.za
www.citadel.co.za

Compliance Online (Pty) Ltd

Ethics & Practice Standards

 

Marietjie Yelverton
021 863 0073
marietjie@complianceonline.co.za
www.complianceonline.co.za

Comply Law CC

Financial Management, Asset Management, Retirement Planning, Estate Planning, Ethics and Practice Standard

 

Thomas I Liebenberg
083 484 8777
liebprok@telkomsa.net/complylaw@gmail.com
www.complylearning.com

Cornerstone Performance Solutions (Pty) Ltd

Financial Management | Asset Management | Risk Management | Tax Planning | Retirement Planning | Estate Planning | Ethics and Practice Standard

 

Karen Verster
011 789 1957
karenv@performancesolutions.co.za
www.performancesolutions.co.za

Coronation Asset Manager (Pty) Ltd

Asset Management

 

Ashley Marshall

021 680 7725 

amarshall@coronation.com

www.coronation.com

Coronation Management Company (Pty) Ltd

Asset Management

 

Vanessa Lambe or Valda Daniels
021 680 2000
vlambe@coronation.co.za vdaniels@coronation.co.za
www.coronation.co.za

Council for Medical Schemes

Risk Management | Ethics & Practice Standards

 

Mmatsie Mpshane
012 431 0434
m.mpshane@medicalschemes.com
https://www.medicalschemes.com/

Counterpoint Boutique

Asset Management

 

Chenelle Rubain

021 21 657 3440

Chenelle.Rubain@recm.co.za

www.cpam.co.za

 

Derividoc

Financial Management

 

Melissa van der Merwe
084 641 1290
ciska@derividoc.com
melissa@derividoc.com
www.derividoc.com/

Discovery

Financial Management, Risk Management, Tax Planning, Estate Planning, Retirement Planning, Ethics and Practice Standards

 

Ester Watson
011 529 4653
esterw@discovery.co.za
www.discovery.co.za

Discovery Central Services (Pty) Ltd

Financial Management, Risk Management, Tax Planning, Estate Planning, Retirement Planning, Ethics & Practice Standards

 

Ester Watson
011 529 2451
esterw@discovery.co.za
CarynG@discovery.co.za
www.discovery.co.za

Edward Nathan Sonnenbergs Incorporated

Asset Management | Tax Planning | Estate Planning | Risk Management
Retirement Planning | Risk Management
Ethics & Practice Standards | Practice Management

 

Jessica Blumenthal

021 410 2567

jblumenthal@ensafrica.com

www.ensafrica.com

Efficient Private Clients (Pty) Ltd

Asset Management

 

John Howard
087 057 0543
francois@efpc.co.za
www.efpc.co.za/

Elite Wealth (Pty) Ltd

Financial Management, Risk Management, Ethics and Practice Standards

 

Mari Koekemoer
072 039 2215
mari.koekemoer@elitewealth.co.za
www.elitewealth.biz

Employee Benefits Network (Pty) Ltd

Retirement Planning

 

Toni-Leigh Cantin

cantint@icts.co.za

www.icts.co.za

Estudy

Financial Management,Asset Management, Retirement Planning, Estate Planning, Ethics and Practice Standard

 

Gerhard Visser Jnr
082 819 7398
annelize@estudysa.co.za
https://estudysa.co.za/

Fairtree Asset Management (Pty) Ltd

Asset Management

 

Sisiwe Baduza
021 943 3760
sisiweb@fairtree.com
www.fairtree.com/

Financial Intermediaries Association of Southern Africa (FIA)

Asset Management Financial Management Risk Mangement Estate Planning Tax Planning Retirement Planning Ethics & Practice Standards

 

Joe Kotze
087 945 5381
joe@fia.co.za
www.lastwordmedia.com

Financial Sector Conduct Authority (FSCA)

Ethics & Practice Standards

 

Stefanie Rossouw
012 428 8000
www.fsca.co.za

Financial Sector Transformation Council NPC

Risk Management | Financial Management | Retirement Planning

 

Norma Sephuma
021 416 1403
NormaS@fstc.org.za
NormaS@fstc.org.za

FMI, A Division Of Bidvest Life

Retirement Planning, Risk Management and Ethics & Financial Planning Standards

 

Chane Kemp
031 538 3519
çhanek@fmi.co.za
www.fmi.co.za

FNB Corporate Partner

Asset Management

 

Annamarie Gouws
087 328 0103
agouws@fnb.co.za
www.fnb.co.za

FNB Stock Broking and Portfolio Management (Pty) Ltd

Asset Management | Tax Planning | Retirement Planning | Risk Management | Ethics & Practice Standards

 

Wojciech Boryna
083 278 9948
WBoryna@fnb.co.za
www.fnb.co.za

FNB Wealth

Asset Management | Risk Management | Ethics & Practice Standards

 

Lisle Ellapen
084 303 1973
lisle.ellapen@fnb.co.za
www.fnb.co.za

Foord Asset Management (Pty) Ltd

Asset Management

 

Christina Castle
021 532 6988
christina.castle@foord.co.za
www.foord.co.za

FPI Centre for Professional Development

Asset Management, Financial Management, Risk Management, Estate Planning, Tax Planning, Retirement Planning, Ethics and Practice Standards

 

Adele Whyte
011 470 6024
adele.whyte@fpi.co.za
www.fpi.co.za

Franklin Templeton Investments

Asset Manager

 

Katlego Kekana
071 681 7186
katlego.kekana@franklintempleton.com
www.franklintempleton.co.za/

Full Value Financial Services (Pty) Ltd

Asset Management | Financial Management | Risk Management

 

Ruby Steenkamp
011 781 5678
edwin@fullvalue.co.za / mike@fullvalue.co.za
www.fullvalue.co.za/

Fundhouse Advisor (Pty) Ltd

Ethics & Practice Standards

 

Matthew Marrian
021 975 6597
matthew@fundhouse.co.za
www.fundhouse.co.za

Fundnews Africa CC

Financial Management, Asset Management, Risk Management and Ethics and Practice Standards

 

Lindsay Mitchell
021 8500 585

lindsay.mitchell@hedgenewsafrica.com
www.hedgenewsafrica.com

Glacier Financial Holdings (Pty) Ltd

Financial Management, Asset Management, Risk Management, Tax Planning, Retirement Planning, Estate Planning, Ethics and Practice Standards

 

Karin Pienaar
021 917 9156
karin.pienaar@glacier.co.za
www.glacier.co.za

Goldman Sachs International

Asset Management

 

Emma Pape
+44 20-7552-041
Emma.Pape@gs.com
www.goldmansachs.com

GTC (Pty) Ltd

Asset Management, Risk Management, Estate Planning, Tax Planning, Retirement Planning, Ethics and Practice Standards

 

David Seligman
010 597 6838
dseligman@gtc.co.za
www.gtc.co.za

Guarantee Trust Corporate Support Services (Pty) Ltd

Asset Management,Financial Management, Risk Management, Estate Planning, Tax Planning, Retirement Planning, Ethics & Practice Standards

 


Robert Murray
rob@gtcss.co.za

HSBC Securities South Africa (Pty) Ltd

Asset Management

 

Michele Davis
011676 4350
michele.davis@za.hsbc.com
www.hsbc.co.za

ICS Academy (Pty) Ltd

Ethics & Practice Standards

 

James Smalberger
021 975 6597
james@icsacademy.co.za
https://www.complianceservices.co.za/ics-academy/

ICTS Legal Services (Pty) Ltd

Financial Management, Asset Management, Risk Management, Tax Planning, Retirement Planning, Estate Planning, Ethics and Practice Standard

 

Toni-Leigh Cantin
087 702 3821
cantint@icts.co.za
www.icts.co.za

Infinitus Risk Management Service (Pty) Ltd

Risk Management

 

http://infinitus.co.za/

Insurance Publications

Asset Management, Retirement Planning, Estate Planning, Ethics and Practice Standard Practice Management

 

Rianet Whitehead
011 768 2299
rianet@fanews.co.za
www.fanews.co.za/

Integrity Academy (Pty) Ltd

Financial Management, Asset Management, Risk Management, Tax Planning, Retirement Planning, Estate Planning, Ethics and Practice Standard

 

Johann Cloete
082 881 7971
johann@ialearn.co.za
https://www.integrityacademy.co.za/

Intelligo Solutions (Pty) Ltd

Financial Management,Asset Management,Risk Management,Tax Planning,Retirement, PlanningEstate, Planning Ethics and Practice Standard

 

Isobel Rose
011 234 6251
isobelr@intelligosolutions.com
www.intelligosolutions.com

Intuition Publishing Limited

Asset Management

 

Richard Camp
+44 20 7737 3457
rcamp@intuition.com
www.intuition.com

Investec Asset Management

Asset Management, Tax Planning, Retirement Planning, Estate Planning, Ethics and Practice Standards

 

Marlin Africa-Sylvester
021 416 1635
marlin.asylvester@investecmail.com
www.investecassetmanagement.com

Investec Bank Limited

Asseet Management | Risk Management

 

Kim Skjoldhammer
021 416 1403
Kim.Skjoldhammer@investec.co.za
https://www.investec.com/en_za.html

Investment Consulting and Trustee Service

Asset Management, Risk Management, Ethics and Practice Standards

 

Toni Cantint
087 702 3821
cantint@icts.co.za
www.icts.co.za

IQ Compliance (Pty) Ltd

Asset Management, Financial Management, Risk Management and Ethics & Financial Planning Standards.

 

Hawken McEwan
hawken@iqcompliance.co.za
www.iqcompliance.co.za

IRESS Wealth Management

Financial Management, Retirement Planning, Estate Planning

 

Sue-Ellen Abrahams
010 492 1111
SAbrahams@iress.co.za/Nireshnie.Perumal@iress.co.za
www.iress.com/za

Jardine Lloyd Thompson (Pty) Ltd

Asset Management Financial Management Risk Management Estate Planning Tax Planning Retirement Planning Ethics & Practice Standards

 

Tara Langdon
011 361 0000
tara_langdon@jltgroup.com
http://www.za.jlt.com

Jason Bernic t/a Success Coaching

Asset Management Financial Management Risk Mangement Estate Planning Tax Planning Retirement Planning Ethics & Practice Standards

 

Jason Bernic
082 901 4407
jason@successcoaching.co.za
www.successcoaching.co.za

JUTA & Company (Pty) Ltd

Ethics & Practice Standards

 

Frances Ngubeni

021 659-2461

Fngubeni@JUTA.CO.ZA

https://juta.co.za/

Kagiso Collective Investments

Financial Management Asset Management

 

Liza-Marie Taljaard
011 217 4820
elize@carisa.co.za
www.kagisoam.com

Kagiso Collective
Investments

Asset Management

 

Marina van der Lith
021 673 6312
mvanderlith@kagisoam.com
www.kagisoam.com

Last Word Media

Financial Management, Asset Management.

 

Lucie Freeman
+44 (0)20 7065 7583
lucie.freeman@lastwordmedia.com
www.lastwordmedia.com

Laurium Capital

Asset Management

 

Michael Titley /Dane Hilderbrandt
011 263 7700
dane.hildebrandt@lauriumcapital.com
www.lauriumcapital.com/

Liberty Corporate

Financial Management, Asset Management, Risk Management, Tax Planning, Retirement Planning, Estate Planning, Ethics and Practice Standard

 

www.liberty.co.za

Liberty Group Limited

Asset Management,
Financial Management,
Risk Management,
Estate Planning,
Tax Planning,
Retirement Planning,
Ethics & Practice Standards

 

Linda Oliver

011 558 1856

linda.oliver@liberty.co.za

Tasneem Van Doorsen

011 558 1856

tasneem.vandoorsen@liberty.co.za

Bobo Miya (Admin)

011 408 3936

Nomabongwe.miya@liberty.co.za

 

 

www.liberty.co.za

Marriot Asset Management (Pty) Ltd

Asset Management, Retirement Planning

 

Sally Anderson
031 765 0700
andersons@marriott.co.za
www.marriott.co.za

Masthead (Pty) Ltd

Financial Management; Ethics and Practice Standards Law; Tax Planning; Estate Planning; Retirement Planning; Risk Management; Asset Management

 

Danelle Vollgraaff
021 686 3588
dvollgraaff@masthead.co.za
www.masthead.co.za

Masthead (Pty) Ltd

Estate Planning, Risk Management, Ethics & Practice Standards

 

Danelle Vollgraaff
012 675 4566
dvollgraaff@masthead.co.za
www.masthead.co.za/

Matrix Fund Managers

Asset Management

 

Mduduzi Ntombela
021 673 7829
mduduzi@matrixfm.co.za

Milpark Education (Pty) Ltd

Financial Management, Asset Management, Retirement Planning, Risk Management, Tax Planning, Estate Planning, Ethics and Practice Standards

 

Marilize Putter
086 999 0001
Marilize.Putter@milpark.ac.za
www.milpark.ac.za

MitonOptimal South Africa (Pty) Ltd

 

Jolandi Slabbert
021 689 6908
jolandi@mitonoptimal.com
www.mitonoptimal.com/southafrica/

MMI Group Limited

Financial Management, Retirement Planning, Risk Management and Ethics & Financial Planning Standards.

 

Charline Skei
082 570 8688
CSkei@metropolitan.co.za
www.metropolitan.co.za/L29

Momentum

Asset Management, Risk Management, Tax Planning, Retirement Planning Estate Planning, Ethics and Practice Standards

 

Jeanette Hobson
087 742 9148
jhobson@mmiholdings.co.za
www.momentum.co.za

Momentum Consult & Actuaries

 

Shakiera Valli
084 411 5467
shakiera.valli@momentum.co.za
www.momentumconsult.co.za/en/about?tab=mmi

Moonstone Business School of Excellence (Pty) Ltd

Financial Management,Asset Management,Risk Management, Tax Planning,Retirement Planning,Estate Planning,Ethics and Practice Standard

 

Albert Marais
021 883 8000
edel@mbse.ac.za
www.mbse.ac.za

Morningstar Investment Management

Asset Management

 

Michael Kruger
021 446 8307
michael.kruger@morningstar.com
www.morningstar.co.za

Natsure (Pty) Ltd

 

Shemigra Kiewiets
0861 447 752
bernicevl@natsure.co.za
ShemigraK@natsure.co.za
www.natsure.co.za/

Naviga Solutions (Pty) Ltd

Asset Management | Retirement Planning

 

Yolandi Kotze

087 056 9633

yolandi@naviga.co.za

www.naviga.co.za

Navigate Training & Consulting

Ethics & Practice Standards | Risk Management

 

Sholane Sathu
info@navigate.co.za
sholanesathu23@gmail.com
www.navigatetraining.co.za

Nedbank Limited

Financial Management, Asset Management, Risk Management, Tax Planning, Retirement Planning, Estate Planning, Ethics and Practice Standards.

 

Benazir Kajee
082 566 4659
BenazirK@Nedbank.co.za
www.nedbankprivatewealth.co.za

Nedgroup Investments

Financial Management, Asset Management, Risk Management, Retirement Planning, Ethics and Practice Standards

 

Mantombi Masoka
021 416 6071
MantombiM@Nedgroupinvestments.co.za
www.nedgroupinvestments.com

New Road Capital (Pty) Ltd

Asset Management

 

Zandeleigh Taute

071 483 1345

zandeleight@newroadcapital.co.za

www.newroadcapital.co.za

Noble Private Portfolios

Asset Management, Retirement Planning, Ethics and Practice Standards.

 

Hester Du Plessis
086 110 5811
belinda@nobleport.co.za
www.noblepp.co.za

Northstar Asset Management (Pty) Ltd

Asset Management

 

Chantelle Clayton
021 794 2885
cclayton@northstar.co.za
www.northstar.co.za/

Novare Holdings

Asset Management, Financial Management, Risk Management, Estate Planning, Tax Planning, Retirement Planning, Ethics and Practice Standards

 

Candice Honing
021914 7730
candiced@novare.com
www.novare.com

Novia One Group

Asset Management

 

Carol Junius
011783 9390
caroll@noviaone.com
www.noviaone.com

Oasis Group Holdings Pty Ltd

Financial Management; Asset Management; Risk Management; Tax Planning; Retirement Planning; Estate Planning; Ethics and Practice Standard

 

Sherazaan Isaacs
021 413 7800
Sherazaan@oasiscrescent.com
www.oasiscrescent.com

Octomate (Pty) Ltd

Risk Management

 

Abbot Pfukwa
011 238 7095 / 010 224 0128
abbot@octomate.co.za
www.octomate.co.za

Old Mutual Corporate

Asset Management, Retirement Planning, Ethics and Practice Standards

 

Vuyo Njisane
011 217 1399
vnjisane@oldmutual.com
www.oldmutual.co.za

Old Mutual International

Asset Management, Financial Management, Risk Management, Estate Planning, Tax Planning, Retirement Planning, Ethics and Practice Standards.

 

Liesl Joseph
(021) 524 4724
liesl.joseph@omwealth.co.za
www.oldmutualinternational.co.za

Old Mutual International SA

Asset Management, Financial Management, Risk Management, Estate Planning, Tax Planning, Retirement Planning Ethics & Practice Standards

 

Liesl Joseph
021 524 4724
liesl.joseph@omwealth.co.za
www.oldmutualinternational.co.za

Old Mutual Investment Group

Asset Management, Ethics and Practice Standards

 

Sharmila Jaga
(021) 509-5022
sjaga@oldmutualinvest.com
www.oldmutual.co.za

Old Mutual Personal Finance

Financial Management, Tax Planning, Retirement Planning, Estate Planning, Ethics and Practice Standards

 

Pat Craythorne
021 509 2475
pcraythorne@oldmutual.com
www.oldmutual.co.za

Old Mutual Wealth

Financial Management, Risk Management, Tax Planning, Estate Planning, Retirement Planning, Ethics and Practice Standards

 

Donny Bruce
021 524 4400
donny.bruce@omwelath.co.za
www.omwealth.co.za

One Financial Services Holdings (Pty) Ltd

Risk Manager

 

Glynnis Styles
0861 266 562
glynnisstyles@one.za.com
www.one.za.com/

OUTsurance Holdings Limited

Asset Management

 

Zayeeda Mckay
012 675 4566
mckayz@out.co.za
www.outsurance.co.za/

Phoenix Wealth Management (Pty) Ltd

Asset Management

 

Tawuya Nhongo
023 100 0070
tawuya@phoenix.co.za
https://phoenix.co.za/

Portfolio Analytics Consulting

Risk Management, Ethics and Practice Standards

 

Amina Mahomed
011 463 9600
amina@analytics.co.za
www.analytics.co.za

PortfolioMetrix (Pty) Ltd

Asset Manager

 

Nomathamsanqa Bhebhe
noma.bhebhe@portfoliometrix.co.za
www.portfoliometrix.com/za

PPS Academy, a division of PPS Insurance Limited

Financial Management, Asset Management, Retirement Planning, Estate Planning, Ethics and Practice Standard

 

Ursula Rabanye
011 644 9738
urabanye@pps.co.za

PPS Financial Planning

Asset Management Financial Management Retirement Planning Risk Management Estate Planning Tax Planning Ethics & Practice Standards

 

Fadlah Hendricks
021 882 9520
fhendricks@pps.co.za
www.pps.co.za

Prescient Investment Management (Pty) Ltd

Asset Management

 

Danielle McClleland
021 700 3700
danielle.mcclelland@prescient.co.za
www.prescient.co.za

Prima Research (Pty) Ltd

Asset Management

 

Craig Whittle
021 000 3755
craig@primaresearch.co.za
https://primaresearch.co.za

Prowess Investment Managers (Pty) Ltd

Asset Management

 

Cheryl Wyngaard
021 565 0065
cheryl@prowessinvestments.com
https://prowessinvestments.com/

Prudential Portfolio Managers Unit Trusts Ltd

Asset Management and Risk Management

 

Hamilton van Breda
021 670 8220
hamilton.vanbreda@prudential.co.za
www.prudential.co.za

PSG Asset Management

Asset Management | Risk Management | Ethics & Practice Standards

 

Leanco Hartzenberg
021 918 7800
Leanco.hartzenberg@psg.co.za
www.psg.co.za

PSG Wealth Financial Planning

Asset Management, Risk Management, Ethics & Practice Standards

 

Janine Johannes
021 918 7800
Janine.johannes@psg.co.za
www.psg.co.za

Ray Strodl Consulting (Pty) Ltd

Financial Management, Asset Management, Retirement Planning, Estate Planning, Ethics and Practice Standard

 

Raymond Strodl
021 975 6597
rstrodl@rscnetwork.co.za
www.rscnetwork.co.za

Regium
Advisory (Pty) Ltd
Asset Management     Tibane Mpahlwa
072 475 9606
tibane@mpahlwainc.com
https://regiumconsulting.tech/

Rekindle Learning

Ethics & Practice Standards

 

Rapelang Rabana
010 590 3107
rapelang@rekindlelearning.com
www.rekindlelearning.com

REZCO Investment Counsel (Pty) Ltd

 

Asset Management

 

Eridene Coltman
0861 739 468
eridene@rezco.co.za
www.rezco.co.za/

SA Asset Management

Asset Management

 

Andre Botha
012 567 7657
andreb@sastockbrokers.co.za
www.saassets.co.za

Sanlam Life Insurance Limited

Asset Management, Financial Management, Risk Management, Estate Planning, Tax Planning, Retirement Planning, Ethics and Practice Standards

 

Pascal Lugisani
021 906 5616
Pascal.Lugisani@sanlam.co.za
www.sanlam.co.za

Sanlam Sky

Asset Management | Tax Planning | Estate Planning | Risk Management | Retirement Planning | Risk Management | Ethics & Practice Standards | Practice Management

 

Theo Mahapa
011 359 7700
theophilus.mahapa@sanlamsky.co.za
www.sanlam.co.za

Santam Limited

Risk Management

 

Eloff van der Spuy
012 369 1104
eloff.vanderspuy@santam.co.za
www.santam.co.za/

Sasfin Financial Advisory Services

Asset Management

 

Terri Katz
012 425 6174
Terri.Katz@sasfin.com
https://www.sasfin.com/

Schroder Unit Trusts Limited

Asset Management, Financial Management, Estate Planning, Tax Planning, Retirement Planning, Risk Management, Ethics & Financial Planning Standards

 

John Howard
'442076584912
john.w.howard@schroders.com
www.schroders.com/en/za/intermediary/

Senate Group (Pty) Ltd Asset Management,  Tax Planning & Estate Planning    Theoniel Mcdonald
083 284 8040
theoniel@wealthassociates.co.za

Sigma Risk Solutions (Pty) Ltd

Risk Management

 

Morne Steenkamp | Brett Wethmar
011 463 0105
morne.steenkamp@sigmarisk.co.za
www.sigmarisk.co.za

Simeka Consultants & Actuaries (Pty) Ltd

Financial Management, Asset Management, Risk, Management, Tax Planning, Retirement Planning, Estate Planning, Ethics and Practice Standard

 

www.simekaconsult.co.za

Simply Learn CC

Asset Management,Financial Management, Risk Management, Estate Planning, Tax Planning, Retirement Planning, Ethics & Practice Standards

 

Zelda Fuka
012 998 7938
zelda@legal1.co.za
www.fais.simplycomply.co.za/

South African Mozambiquan Business Agencies CC

Asset Management | Financial Management | Risk Management | Tax Planning | Retirement Planning

 

Costas Souris | Rose Lopes
011 440 8006
costas@qualitygroupsa.com | rose@qualitygroupsa.com
www.qualitygroupsa.com

South African Institute for Business Strategy Development NPC

Professional Skills & abilities    Dr Colin Prince  
0823254153
colin@saabusstrat.co.za
www.saibsd.co.za

Spectacular Training and Conferences

Asset Management, Financial Management, Risk Management and Ethics & Financial Planning Standards

 

Shaun Moodley
011 025 5581
shaun@spectaculartc.co.za
www.spectaculartc.co.za/

Stonehage Fleming Investment Management (South Africa) (Pty) Ltd

Asset Management    Lylanie Berg 
021 446 2100
lylanlylanie.berg@stonehagefleming.com
https://www.stonehagefleming.com/

Sygnia Asset Management (Pty) Ltd


Asset Management, Ethics and Practice Standards

 

Debra Gill
+27 21 446 4964
dgill@sygnia.co.za
www.sygnia.co.za

Sygnia Asset Management (Pty) Ltd

Asset Management, Financial Management, Risk Management, Estate Planning, Tax Planning, Retirement Planning, Ethics & Practice Standards

 

Tara Langdon
011 361 0000
tara_langdon@jltgroup.com
www.za.jlt.com/

The Compliance Toolbox (Pty) Ltd

Asset Management | Tax Planning | Estate Planning | Risk Management | Retirement Planning | Risk Management | Ethics & Practice Standards | Practice Management

 

Ryno van Wyk
ryno@ctb.co.za
https://www.ctb.co.za/

The Institute of Health Risk Managers (Pty) Ltd

 

Risk Management

 

Irene Zambelis
011 726 7482
irene@ihrm.co.za
www.ihrm.co.za

The Money School CC

Asset Management | Tax Planning | Estate Planning | Risk Management Retirement Planning | Risk Management | Ethics & Practice Standards | Practice Management

 

Gary Kayle
083 442 7373
Gary@worth.co.za
www.themoneyschool.co.za/tms/

The Sherq Centre of Excellence (Pty) Ltd

Financial Management, Asset Management, Retirement Planning, Estate Planning, Ethics and Practice Standard

 

Susheila Moodley
083 745 6856
susheila@tfwshop.co.za
www.tfwshop.co.za/about.php

The Standard Bank of South Africa

Asset Management, Financial Management, Risk Management, Estate Planning, Tax Planning, Retirement Planning, Ethics & Practice Standards

 

Vivienne Beaumont
083 266 3321
Merrill.Pullen@standardbank.co.za
www.standardbank.co.za

The Tax Faculty  Tax Planning, Ethics & Practice Standards    Alicia Chabalala
012 943 7002
compliance@taxfaculty.ac.za 
https://taxfaculty.ac.za/



Towers Watson (Pty) Ltd

Asset Manager

 

Eleanor Fraser
eleanor.fraser@willistowerswatson.com
www.willistowerswatson.com/en-ZA

UBS South Africa

Asset Management

 

Sharon Nell
011 322 7228
sharon.nell@ubs.com
www.ubs.com

Unlimited People

Professional Skills & Abilities

 

Suzette Serfontein 
suzettes@worldonline.co.za
082 566 5807
Sue Anderson     
sue@upc.co.za
www.upc.co.za

Vaps Consultancy (Pty) Ltd

Ethics & Practice Standards, Risk Management

 

Delia Green
082 938 7057
delia@vaps.co.za
www.vaps.co.za

Vaps Consultancy (Pty) Ltd

Asset Management Financial Management Risk Mangement Estate Planning Tax Planning Retirement Planning Ethics & Practice Standards

 

Delia Green
011 795 8800
delia@vaps.co.za
www.vaps.co.za/

YouHash (Pty) Ltd

Asset Management

 

www.youhash.io







Publications


Recognised 
CPD
publication


Description


Contact Details

 

 


 

Blue Chip Magazine

Blue Chip Magazine
Members can earn 1 CPD point for reading this publication.

Chris Whales
info@gan.co.za

 

Business Brief


Business Brief

Members can earn 1 CPD point for reading this publication.

Véronique Vivier
011 788 0880
editor@bbrief.co.za 

 



 

 

Money Marketing 


Money Marketing

Members can earn 1 CPD point for reading this publication.

Janice Roberts
011 877 6246
janice.roberts@newmediapub.co.za 

 

Independent Media 


Personal Finance

Members can earn 1 CPD point for reading this publication.

Laura Du Preez
021 488 4033
laura.dupreez@inl.co.za

 

COVER


COVER

Members can earn 1 CPD point for reading this publication.

Brent Munnik /Toni Van Niekerk
082 041 0833
brent@cover.co.za

 

FA NEWS 


FA NEWS 

FPI19007READING FA News February 2019 - 3 Verifiable CPD Points/hours.

Michelle
011 768 2299
michelle@fanews.co.za

 

FA NEWS


FA NEWS

FPI19016READING FA News April 2019 - 3 Verifable CPD Points/hours.

Michelle
011 768 2299
michelle@fanews.co.za

 

BlackOnyx Alternative Investments  

BlackOnyx Alternative Investments
The Basic Guide to Regulated Hedgefunds.

Andew Ludwig
http://blackonyx.co.za/ebook/
andrew@blackonyx.co.za

 

Moonstone

Moonstone
Moonstone Monitor newsletter 0.5 CPD Points per newsletter read.

Veronica Grobler
http://mbse.moonstone.co.za/
veronica@mbse.ac.za 
Tel: 087 702 6429

 

Moonstone  

Moonstone
Moonstone Investment Indicators 0.5 CPD Points per newsletter read.

Veronica Grobler
http://mbse.moonstone.co.za/
veronica@mbse.ac.za
Tel: 087 702 6429 

 

Masthead (Pty) Ltd

Masthead (Pty) Ltd
Masthead Mastering Compliance Newsletter 0.5 verifiable CPD point/hour FPI19006READING.


dvollgraaff@masthead.co.za 

 

Old Mutual Investment Group  

Old Mutual Investment Group
OMIG Long-Term Perspectives 2019 yearbook FPI19009READING 1 non-verifiable CPD point/hour.

thennessy@oldmutualinvest.com

 

Prudential Investment Managers (Pty) Ltd

Prudential Investment Managers (Pty) Ltd
Consider This Publication Q 1 & 2 1 verifiable CPD Point/hour per edition FPI19013READING/FPI190031READING.


Lynn.bolin@prudential.co.za 

 

Compli-Serve (Pty) Ltd  

Compli-Serve (Pty) Ltd
Compli-News newsletter 0.5 CPD Point/hour per newsletter FPI19018READING.

tanya@compliserve.co.za

 

Liberty Life

Liberty Life
Legal Focus Budget Speech 2019 Edition 0.5 verifiable CPD point/hour FPI19019READING


tasneem.vandoorsen@liberty.co.za 

 

Masthead (Pty) Ltd  

Masthead (Pty) Ltd
Sound Practices for Hedge Funds Managers

dvollgraaff@masthead.co.za

 

Coronation Management Company

Coronation Management Company
Coronation - The Correspondent - Jan 2019 Edition / April 2019 Edition 2.5 verifiable CPD points/hours FPI19020READING/FPI19026READING


VDaniels@coronation.com