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PCE STUDIES
FIDUCIARY PROFESSION [ADVANCED DIPLOMA TOPICS]
FINANCIAL PLANNING PROFESSION [POST GRAD DIPLOMA TOPICS]
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What we do and offer
Future offerings
Workshops offered
PCE STUDIES
FIDUCIARY PROFESSION [ADVANCED DIPLOMA TOPICS]
FINANCIAL PLANNING PROFESSION [POST GRAD DIPLOMA TOPICS]
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Legislation in the financial planning profession
Current Status
Not Enrolled
Price
R620
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Course Content
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INTRODUCTION TO REGULATORY ENVIRONMENT: LEGISLATION
LETTER OF INTRO TO UNDERSTAND THE FLOW OF THIS PROGRAM
HOW TO READ AN ACT
HOW TO READ AN ACT
LEGISLATION THAT ONE NEEDS TO COMPLY WITH IN OUR PROFESSION
COMPLIANCE LEGISLATION
18 Topics
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Lesson Content
0% Complete
0/18 Steps
THE FINANCIAL SECTOR REGULATION ACT
THE FINANCIAL ADVISORY AND INTERMEDIARY SERVICES ACT (FAIS)
BN 80 OF 2003 GENERAL CODE OF CONDUCT
BN 194 FAIS ACT
PROTECTION OF PERSONAL INFORMATION ACT (POPI)
POPIA UPDATES
POPI ACT WEBINAR
FIC ACT
THE FINANCIAL INTELLIGENCE CENTRE ACT (FIC ACT) A GUIDE
FIC ACT REGULATIONS
THE PREVENTION OF ORGANISED CRIME ACT
THE PROMOTION OF ADMINISTRATIVE JUSTICE ACT (PAJA)
THE PROMOTION OF ACCESS TO INFORMATION ACT (PAIA)
PRINCIPLES OF TREATING CLIENTS FAIRLY
CONSUMER PROTECTION ACT
ATTORNEY’S ACT
ELECTRONIC COMMUNICATION ACT
INCOME TAX: ADVANCED PRACTICE 2
EXCHANGE CONTROL
7 Topics
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EXCHANGE CONTROL GUIDELINES 2024
EXCHANGE CONTROL 2024 WEBINAR
CHANGES TO THE EXCHANGE CONTROL RULES
EXCHANGE CONTROL CIRCULAR 3
EXCHANGE CONTROL CIRCULAR 4
EXCHANGE CONTROL CIRCULAR 5
EXCHANGE CONTROL CIRCULAR 6
THE REQUIREMENTS OF THE FINANCIAL PLANNING INSTITUTION
3 Topics
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FPI CODE OF ETHICS AND PRACTICE STANDARDS
FPI CPD POLICY
FPI PCE POLICY
LEGISLATION IN WHICH KNOWLEDGE IS REQUIRED : REFER TO INDIVIDUAL TOPICS
ESTATE DUTY ACT
INCOME TAX ACT
LONG AND SHORT TERM INSURANCE ACT
LAW OF SUCCESSION
1 Topic
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SHORT SUMMARY ON LAW OF SUCCESSION (6 PAGES)
TRUST PROPERTY CONTROL ACT
3 Topics
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TRUST PROPERTY CONTROL ACT
TRUST PROPERTY CONTROL WEBINAR (with regulatory quiz)
TRUST PROPERTY AMENDMENTS
MATRIMONIAL PROPERTY REGIMES AND LAW OF MARRIAGES
DIVORCE ACT
FISA
3 Topics
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FISA CODE OF ETHICS DOCUMENT
FISA CODE OF ETHICS WEBINAR
FISA CONSTITUTION
INSOLVENCY ACT
1 Topic
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INSOLVENCY ACT
ADMINISTRATION OF DECEASED ESTATES (FIDUCIARY TOPIC)
6 Topics
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0% Complete
0/6 Steps
ADMINISTRATION OF ESTATES ACT
CHIEF MASTER DIRECTIVE 9 OF 2023
SUMMARY DOCUMENT OF CMD 9 OF 2023
WEBINAR 1 OF CMD 9 OF 2023
WEBINAR 2 OF CMD 9 OF 2023
WEBINAR 3 OF CMD 9 OF 2023
MEDICAL SCHEMES ACT
NO CPD QUIZ
QUIZ 1
QUIZ 2
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