Board Notice 86 of 2018 stipulates the conditions for which representatives may render services whilst working under supervision. This course considers the requirements imposed by the supervision exemption on financial services providers, supervised representatives and supervisors with regard to service rendered under supervision.
CPD Category: Online programme
COB Category: All Classes of Business
Financial Planning Component: Ethics & Practice Standards
Advice Component: Ethics & Practice Standards
Accreditation valid until: 30 June 2022
CPD Points allocated: 1.5 points/hours on completion and pass of assessment
FPI approval number: EVT-20210621-0031