Recognised CPD Provider
|
Recognised CPD Topics
|
Contact Details
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Liberty Life
|
Asset Management, Financial Management, Risk Management, Estate Planning Tax, Planning Retirement, Planning Ethics and Practice Standards
|
Eli De Wet
011 408 3936
Eli.dewet@liberty.co.za
Nomabongwe.miya@liberty.co.za
www.liberty.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
|
Kagiso Collective Investments
|
Asset Management
|
Marina van der Lith
021 673 6312
mvanderlith@kagisoam.com
www.kagisoam.com
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Succession Financial Planning
|
Financial Management, Risk Management, Ethics and Practice Standards
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Trevor Le Roux
012 471 4901
Ian.mcmaster@succession.co.za
www.sfpadvice.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
|
Vaps Consultancy (Pty) Ltd
|
Ethics & Practice Standards, Risk Management
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Delia Green
082 938 7057
delia@vaps.co.za
www.vaps.co.za
|
Winds of Change Media
|
Financial Management
|
Alvin Hove
011 609 0707
alvin@windsofchangemedia.com
www.windsofchangemedia.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 |
| 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 |
| 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 |
| 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 |
| 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 |
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 |
REZCO Investment Counsel (Pty) Ltd
|
Asset Management |
Eridene Coltman
0861 739 468
eridene@rezco.co.za
www.rezco.co.za/
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Nedgroup Investments
|
Financial Management Asset Management Risk Management Retirement Planning Ethics and Practice Standards |
Natalie Davids & Sameer |
The Institute of Health Risk Managers (Pty) Ltd
|
Risk Management |
Irene Zambelis
011 726 7482
irene@ihrm.co.za
www.ihrm.co.za
|
Novare Investments (Pty) Ltd
|
Asset Management Financial Management Risk Management Estate Planning Tax Planning Retirement Planning Ethics & Practice Standards |
Anika Theron
|
| 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/
|
| 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 |
| Intelligo Solutions (Pty) Ltd |
Financial Management, Asset Management, Risk Management, Tax Planning, Retirement, Planning Estate, Planning Ethics and Practice Standard |
Isobel Rose
011 234 6251
isobelr@intelligosolutions.com
www.intelligosolutions.com
|
| Portfolio Analytics Consulting |
Risk Management, Ethics and Practice Standards |
Amina Mahomed
011 463 9600
amina@analytics.co.za
www.analytics.co.za
|
| Moneyweb (Pty) Ltd |
Asset Management |
Ryk Van Niekerk
Sasha Planting
011 344 8600
ryk@moneyweb.co.za
sasha@moneyweb.co.za
www.moneyweb.co.za |
| 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 |
| SA Asset Management |
Asset Management |
Andre Botha
012 567 7657
andreb@sastockbrokers.co.za
www.saassets.co.za |
| 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
|
| 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 |
Alcari Learning Centre (Pty) Ltd
|
Financial Management, Asset Management, Risk Management, Tax Planning, Retirement Planning, Estate Planning, Ethics and Practice Standard.
|
Rene Venter
084 816 5430
rene.alcari@gmail.com
www.alcari.biz |
| Carmen Venter |
Financial Management, Risk Management, Tax Planning, Estate Planning, Retirement Planning |
Carmen Venter
082 880 7192
carmenventer@discoverymail.co.za
www.futurefinance.co.za |
| Morningstar Investment Management |
Asset Management |
Michael Kruger
021 446 8307
michael.kruger@morningstar.com
www.morningstar.co.za |
| Coronation Fund Managers |
Asset Management
|
Kirshni Totaram
021 680 2043
ktotaram@coronation.co.za
www.coronation.co.za |
| 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 |
| 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 |
| Coronation Fund Managers |
Asset Management |
Vanessa Lambe or Valda Daniels
021 680 2000
vlambe@coronation.co.za vdaniels@coronation.co.za
www.coronation.co.za |
| PSG Wealth Financial Planning |
Asset Management
|
Janine Johannes
021 918 7800
janine.hirst@psg.co.za
www.psg.co.za |
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
|
| Marriot Asset Management (Pty) Ltd |
Asset Management, Retirement Planning |
Sally Anderson
031 765 0700
andersons@marriott.co.za
www.marriott.co.za
|
| Foord Asset Management (Pty) Ltd |
Asset Management
|
Christina Castle
021 532 6988
christina.castle@foord.co.za
www.foord.co.za |
| Bridge Fund Managers |
Asset Management, Retirement Planning
|
Morne Rall
011 459 1821
Morne.Rall@bridgefm.co.za
www.bridgefm.co.za |
| Growth in Motion (Pty) Ltd |
Ethics and Practice Standards
|
Shirley Smith
011 477 3263
shirley@growthinmotion.co.za
www.growthinmotion.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 |
| 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
|
| Overseas Trust and Pension |
Tax Planning, Retirement Planning, Estate Planning, Ethics and Practice Standards
|
Nicole Dijkstra
021 851 5584
nicole@overseaspension.com
www.trustandpension.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 |
| Asisa Academy (Pty) Ltd |
Asset Management, Tax Planning |
Jonty Sacks
082 708 0596
jonty@jaltech.co.za
http://jaltech.co.za |
| Noble Private Portfolios |
Asset Management, Retirement Planning, Ethics & Practice Standards |
Belinda Kok
086 110 5811
belinda@nobleport.co.za
http://www.noblepp.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 |
| Alexander Forbes Investments |
Asset Management |
Stella Carter
011 505 6353
carters@aforbes.com
www.alexanderforbesinvestments.co.za/ |
| Novia One Group |
Asset Management |
Carol Junius
011 783 9390
caroll@noviaone.com
www.noviaone.com |
| 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 |
| Fairtree Asset Management (Pty) Ltd |
Asset Management |
Sisiwe Baduza
021 943 3760
sisiweb@fairtree.com
www.fairtree.com/ |
| Novare Holdings |
Asset Management, Financial Management, Risk Management, Estate Planning, Tax Planning, Retirement Planning, Ethics and Practice Standards
|
Candice Honing
021 914 7730
candiced@novare.com
www.novare.com |
| Compli-Serve SA (Pty) Ltd |
Compliance & Risk Management Ethics & Practice Standards. |
Tanya van Aswegen
087 897 6970
Tanya@compliserve.co.za
www.compliserve.co.za |
| Old Mutual Investment Group |
Asset Management, Ethics and Practice Standards
|
Sharmila Jaga
(021) 509-5022
sjaga@oldmutualinvest.com
www.oldmutual.co.za |
Asisa Academy (Pty) Ltd
|
Asset Management Ethics and Practice Standard |
http://www.asisaacademy.org.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 |
| Last Word Media |
Financial Management, Asset Management.
|
Lucie Freeman
+44 (0)20 7065 7583
lucie.freeman@lastwordmedia.com
www.lastwordmedia.com |
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 |
| 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
|
| Compliance & Learning Center (Pty) Ltd |
Financial Management Risk Management Ethics and Practice Standard
|
https://www.compliancelearningcenter.net/ |
| Efficient Wealth |
Financial Management, Asset Management, Risk Management, Tax Planning, Retirement Planning, Estate Planning, Ethics and Practice Standard.
|
Ronel Faurie
087 945 5381
ronelf@efw.co.za
www.efwealth.co.za
|
| FNB Corporate Partner |
Asset Management |
Annamarie Gouws
087 328 0103
agouws@fnb.co.za
www.fnb.co.za |
| NFB Asset Management (Pty) Ltd |
Asset Management |
Paul Marais
(011) 895 8000
Paul@nfb.co.za
www.nfbam.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
|
IRESS Wealth Management
|
Financial Management, Retirement Planning, Estate Planning. |
Theresa Brink
(010) 492 1137
Tbrink@iress.co.za
www.iress.com |
| Credo Capital |
Asset Management
|
Natalie Ledwick
(011) 463 6312
nledwick@credogroup.com
www.credogroup.com |
Estudy
|
Asset Management, Financial Management, Risk Management, Estate Planning, Tax Planning, Retirement Planning, Ethics and Practice Standards
|
Gerhard Visser
082 819 7398
gvisser@estudysa.co.za
www.estudysa.co.za |
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 |
| 1Life Insurance |
Risk Management, Ethics and Practice Standards |
Victor Masedi
011 428 1018
victorm@telesure.co.za
www.telesure.co.za |
| Wits Plus Centre for part time studies |
Asset Management, Financial Management, Risk Management, Estate Planning, Tax Planning, Retirement Planning, Ethics & Practice Standards
|
Mrs Boitumelo Leketi
011 717 9511
wits.plus.marketing@wits.ac.za
https://www.wits.ac.za/part-time/ |
Old Mutual Corporate
|
Asset Management, Retirement Planning, Ethics and Practice Standards
|
Vuyo Njisane
011 217 1399
vnjisane@oldmutual.com
www.oldmutual.co.za
|
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
|
| University of Johannesburg |
Asset Management, Financial Management, Risk Mangement, Estate Planning, Tax Planning, Retirement Planning, Ethics & Practice Standards
|
Roxanne Andrew
011 559 4926
randrew@uj.ac.za
www.uj.ac.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 |
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
|
| 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 |
| The Eventful Group (Pty Ltd) |
Financial Management
|
Jane Simonsen
021 180 4834
Jane.Simonsen@theeventfulgroup.com
www.theeventfulgroup.com |
| 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/ |
| 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 |
| Alexander Forbes Financial Planning Consultants |
Financial Management; Asset Management; Retirement Planning; Risk Management; Tax Planning; Estate Planning; Ethics and Practice Standards. |
Megan Marks
011 269 0513
marksm@aforbes.co.za
www.alexanderforbes.co.za |
| 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 |
| Black Onyx Alternative Investments |
Asset Management |
Andrew Ludwig
083 657 2255
andrew@blackonyx.co.za
www.blackonyx.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 |
| Asset TV |
Asset Management |
Marelize Dau
+27 (0)83 230 2337
Marelize.dau@asset.tv
www.assettv.com |
| PPS Investments (Pty) Ltd |
Asset Management |
www.ppsinvestments.co.za |
| YouHash (Pty) Ltd |
Asset Management |
www.youhash.io |
| Ashburton Fund Managers (Pty) Ltd |
Asset Management |
www.ashburtoninvestments.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 |
| Northstar Asset Management (Pty) Ltd |
Asset Management |
https://northstar.co.za/ |
| Infinitus Risk Management Service (Pty) Ltd |
Risk Management |
http://infinitus.co.za/ |
| Cornerstone Performance Solutions (Pty) Ltd |
Financial Management, Asset Management, Risk Management, Tax Planning, Retirement Planning, Estate Planning, Ethics and Practice Standard |
https://performancesolutions.co.za |
| Octomate (Pty) Ltd |
Risk Management |
Abbot Pfukwa
011 238 7095 / 010 224 0128
abbot@octomate.co.za
www.octomate.co.za |
| Liberty Corporate |
Financial Management, Asset Management, Risk Management, Tax Planning, Retirement Planning, Estate Planning, Ethics and Practice Standard
|
www.liberty.co.za
|
| Council for Medical Schemes |
Risk Management, Ethics & Practice Standards |
Mmatsie Mpshane
|
| Bright Rock Life Limited |
Financial Management, Asset Management, Risk Management, Tax Planning, Retirement Planning, Estate Planning, Ethics and Practice Standard
|
Lydia Davidson
0860 007 744
lydia@brightrock.co.za
www.brightrock.co.za
|
| Nedbank Limited |
Financial Management, Asset Management, Risk Management, Tax Planning, Ethics and Practice Standards |
Benazir Kajee
082 566 4659
BenazirK@Nedbank.co.za
www.nedbankprivatewealth.co.za
|
| Old Mutual Personal Finance |
Financial Management, Tax Planning, Retirement Planning, Estate Planning, Ethics and Practice Standards
|
Lydia Davidson
021 509 2475
PCraythorne@OLDMUTUAL.com
www.oldmutual.co.za
|
| Wits Plus Centre for part time studies |
Asset Management, Financial Management, Risk Management, Estate Planning, Tax Planning, Retirement Planning, Ethics & Practice Standards |
Mrs Boitumelo Leketi
011 717 9511
helga.louw@wits.ac.za
https://www.wits.ac.za/part-time/
|
| ICS Academy (Pty) Ltd |
Ethics & Practice Standards
|
James Smalberger
021 975 6597
james@icsacademy.co.za
https://www.complianceservices.co.za/ics-academy/
|
| Citadel Investment Services (Pty) Ltd |
Asset Management |
Sisa Mtitshana
012 470 2524
sisam@citadel.co.za
www.citadel.co.za
|
| Fundhouse Advisor (Pty) Ltd |
Ethics & Practice Standards
|
Matthew Marrian
021 975 6597
matthew@fundhouse.co.za
www.fundhouse.co.za
|
| 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
|
| 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
|
| Institute of Retirement Funds Africa NPC |
Retirement Planning |
Sizakele Khumalo
011 450 1670
sizakele@irf.org.za
www.irf.org.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
|
| 1Life Insurance |
Retirement Planning |
Alexandra McLoughlan
011 428 1789
alexandramc@1life.co.za
www.telesure.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
|