INVESTING & REGULATION - BASIC PACKAGE – R899 (once-off cost per person for 18+ CPD points).
Returning customers please note this content has not changed since the 2018-2019 CPD cycle, but is re-accredited for the 2019-2020 CPD cycle.
CONTENT: VIDEO + PODCASTS + PDF
Limited to individual onboarding – Contact us for GROUP PACKAGES for 10+ users HERE .
- 18+ CPD hours including Ethics & Practice Standards.
- Content that is available online and offline, from your phone or PC.
- High-quality videos, podcasts and some reading material.
- Multiple-choice assessments (60% pass rate / 3 attempts) to generate 18+ verifiable CPD points.
- PDF certificates issued immediately after successfully completing each mini-course.
- Dashboard to store your certificates and monitor your progress.
- Online support if you get stuck.
The content is created in collaboration with BLACK ONYX, a registered CPD service provider (FPI + IOBSA) and the following asset managers and industry stakeholders.
ABSA, Acumen Capital, Blue Quadrant Capital Management, Cadiz (Warwick Wealth), Catalyst Fund Managers, Corion Capital, Florin Capital Management, Gryphon, Independent Alternatives, Investec, Laurium Capital, Marble Rock, Matrix Fund Managers, Novare, Nitrogen Fund Managers, Peregrine Capital, Reitway Global, Sasfin, Tantalum Capital, Terebinth Capital, 36ONE Asset Management, Truffle Asset Management, Westbrooke Alternative Asset Management.
BE BETTER INFORMED through the following INVESTING modules:
• Unit Trusts 101
• Hedge Funds 101
• Basic Guide to Regulated Hedge Funds
• General Equity / Long Only
• Balanced Funds
• Flexible Funds
• Passive Funds – ETFs
• Property Funds
• Equity Long / Short Hedge Funds
• Fixed Income Funds
• Multi-Strategy Funds
• Multi-Manager Funds
• Private Equity Funds (S12j)
• Structured Products
Remain FIT & PROPER through the following REGULATION modules (Ethics & Practice Standards):
• RDR (Retail Distribution Review)
• Financial Services Regulation Overview
• Treating Customers Fairly (“TCF”)
• Financial Intelligence Centre Act “FICA”
• Protection of Personal Information Act (“POPI”)
• Financial Advisory and Intermediary Services Act (“FAIS”)
• Financial Markets Act – Focusing on Market Abuse
• Conflict of Interest (“COI”)
If you are a Team of 10+ users, contact us for GROUP PACKAGES HERE
Found a solution to file all your CPD certificates?
Upload all your CPD certificates from your phone or PC to a central register, which then aggregates all your certificates into one neat, easily accessible document.
Check out CPD SCORECARD HERE to find out more.
For more information on these investment strategies and asset managers, please refer to www.fundhub.co.za.
BE BETTER INFORMED.