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Course
Materials

Overview

The course provides an overview of the deposit-taking industry in South Africa and considers the regulatory framework hereof as well as concepts relating to deposit-taking.

Course accreditation

CPD Category: Online program

COB Category: Short-term and long-term deposits | structured deposits

Financial Planning Component: Asset Management |Tax Planning | Ethics & Practice Standards

Advice Component: Investments and Investment Risk | Taxation as it relates to Financial Services | Ethics, Standards, and Compliance

Accreditation valid until: 1 August 2022 to 31 July 2023

CPD Hours Allocated: 6.0 hours

FPI Approval Number: EVT-20220730-0013