Your one-stop online training partner for FAIS compliance and CPD
Whether you’re new to the industry or maintaining compliance year after year, MBSE offers everything Finance and Insurance (F&I) professionals need to remain fit and proper in terms of FAIS legislation. From your first RE5 course to your annual CPD hours, our online learning platform simplifies your training journey.
CPD Cycle runs annually from 1 June to 31 May
F&I professionals are required to complete CPD annually, in line with the classes of business for which they are authorised. MBSE’s structured CPD packages are designed to meet these requirements efficiently, saving you time while ensuring full compliance with FSCA standards.
If you work in only one subclass of a single class of business (e.g. Personal Lines only)
Communication and customer service essentials
If you work in more than one subclass within one class of business (e.g. Personal + Commercial Lines)
Customer experience with key regulatory responsibilities
If you work across more than one class of business
Full regulatory and conduct-focused development
To be fully compliant under the FAIS Fit and Proper requirements, you also need the following training programmes, which can be purchased separately:
Suited to:
Employees of credit providers and credit agents, including those in the motor industry.
Fees:
R3520 (incl. Vat)
Duration:
Estimated 8 hours
The student will have access to the material for twelve months.
TSuited to:
Preparing for the Regulatory Examination for Representatives (RE5) as required by the Financial Advisory and Intermediary Services (FAIS) Act.
Fees:
R2850 (incl. Vat)
Duration:
Estimated 6 weeks
The student will have access to the material for twelve months.
If you do not yet hold a recognised qualification, choose from:
/*Suited to:
Students employed in Short-term insurance industry and who give advice on Personal lines and or Commercial line business.
Fees
R32 200,00
Duration
3 to 6 months per Skills Programme*/
/*Suited to:
Students employed in the short-term insurance industry who are required to identify a client’s needs through a comprehensive risk analysis process and who is capable of developing a risk management plan that will assist the client to mitigate, avoid or manage the identified insurance risks.
Fees:
R43 194,00
Duration:
Full-time: One year
Part-time: Two years*/
Required before working under supervision or independently.
