Investec Manager’s Forum Durban€¦ · FPI18060001 Investec Asset Management (Pty) Ltd Investec...

FPI programme approval number FPI Recognised CPD Provider Name of event

FPI18060001 Investec Asset Management (Pty) Ltd Investec Manager’s Forum Durban

FPI18060002 Moonstone Business School of Excellence (Pty) Ltd Pension Fund Benefits Class of Business

FPI18060003 Old Mutual Personal Finance NFP Risk Club

FPI18060004 Compliance and Learning Center (Pty) Ltd Protection of Personal Information Act Workshop

FPI18060005 Old Mutual Wealth IFA/PFA Advice Forum

FPI18060006 Morningstar Investment Management (Pty) Ltd Investment Committee Reportbacks

FPI18060007 Integrity Academy (Pty) Ltd Advanced Investments

FPI18060008 Integrity Academy (Pty) Ltd Business Assurance and Market Planning

FPI18060009 Integrity Academy (Pty) Ltd Estate Planning Online Course

FPI18060010 Integrity Academy (Pty) Ltd Basic Investment Principles

FPI18060011 Integrity Academy (Pty) Ltd Behavioural Finance and Economics

FPI18060012 Integrity Academy (Pty) Ltd Taxation for Financial Planners

FPI18060013 Integrity Academy (Pty) Ltd Retirement Fund Benefits

FPI18060014 Integrity Academy (Pty) Ltd Long-term Product Solutions

FPI18060015 Integrity Academy (Pty) Ltd Principles of Ethics In Business

FPI18060016 Old Mutual Investment Group (Pty) Ltd Webinar with Feroz Basa

FPI18060017 Amity Investment Solutions (Pty) Ltd Online communications training for advisors

FPI18060018 Boutique Collective Investments BCI Boutique Boardroom Presentation

FPI18060019 Liberty Life DPFM – Investment Planning

FPI18060020 Liberty Life Fundamentals of Financial Planning

FPI18060021 Liberty Life DPFM - Tax Planning

FPI18060022 Integrity Academy (Pty) Ltd Collective Investments

FPI18060023 Integrity Academy (Pty) Ltd Healthcare Benefits

FPI18060024 PSG Wealth Financial Planning (Pty) Ltd THE PSG AUTUMN UPDATE 2018

FPI18060025 Integrity Academy (Pty) Ltd

Functioning as a Trustee: Retirement Fund

Environment

FPI18060026 Integrity Academy (Pty) Ltd Retirement Wealth Preservation 2018

FPI18060027 Integrity Academy (Pty) Ltd Short and Long-Term Deposits 2018

FPI18060028 Nedgroup Investments (Pty) Ltd Nedgroup Investment Engage- Business Day

FPI18060029 Allan Gray Unit Trusts Managers RF Limited (Pty) Ltd

Allan Gray Behavioural Coaching Programme - Module

One

FPI18060030 Liberty Life Professional Development

FPI18060031 Integrity Academy (Pty) Ltd Sales Techniques and Questioning Skills 2018

FPI18060032 Liberty Life DPFM - Estate Planning

FPI18060033 Integrity Academy (Pty) Ltd Practice Management and Risk Assessment 2018

FPI18060034 Allan Gray Unit Trusts Managers RF Limited (Pty) LtdArticulating your value proposition and service offer

in a changing environment

FPI18060035 Nedbank Limited Wealth Management: Updated Fiduciary

FPI18060036 Moonstone Business School of Excellence (Pty) Ltd Investments Class of Business Module

FPI18060037 Amity Investment Solutions (Pty) Ltd Amity Masterclass 23 May 2018

FPI18060038 Glacier Financial Holdings (Pty) Ltd East London Manco Day May 2018

FPI18060039 Liberty Life

New Financial Adviser Induction - Financial Planning

week

FPI18060040 Old Mutual Wealth Wealth Integrator Training module 2 (tool)

FPI18060041 Old Mutual Wealth Old Mutual Wealth Induction Module 1

FPI18060042 Old Mutual Wealth Developing Scenarios Module 3

FPI18060043 Old Mutual Wealth Initial Engagement and goal setting Module 4

FPI18060044 Old Mutual Wealth Old Mutual Wealth Joint Planning and Risk Module 5

FPI18060045 PPS Investments (Pty) Ltd

Optimal Product & Portfolio construction for investors

seeking maximum income

FPI18060046 Milpark Education Administration of Deceased Estates

FPI18060047 Milpark Education Ethical Investments: Online Short Course

FPI18060048 Milpark Education Regulatory requirements for replacements

FPI18060049 Milpark Education

Tax Free Savings Accounts in Financial Planning:

Online Short Course

FPI18060050 1Life On-going 2018 till 11 September 2018

FPI18060051 Allegiance Consulting (Pty) Ltd Holistic Estate Planning Refresher Model

FPI18060052 Glacier Financial Holdings (Pty) Ltd Glacier Tax Workshop 2018

FPI18060053 Glacier Financial Holdings (Pty) Ltd East Rand Asset Manager Day June 2018

FPI18060054 Glacier Financial Holdings (Pty) Ltd Glacier Round Table Discussions

FPI18060055 FPI Centre for Professional Development Administration of Deceased Estates

FPI18060056 FPI Centre for Professional Development Ethical Investments: Online Short Course

FPI18060057 FPI Centre for Professional Development Regulatory requirements for replacements

FPI18060058 FPI Centre for Professional Development

Tax Free Savings Accounts in Financial Planning:

Online Short Course

FPI18060059 Succession Financial Planning Advisory Services (Pty) Ltd SFP Regional Meeting

FPI18060060 Discovery Central Services (Pty) Ltd What is Effective Annual Cost (EAC) - Unpacking Costs

FPI18060061 Coronation Management Company Face to Face Presentation

FPI18060062 Masthead (Pty) Ltd Introduction to the New Fit and Proper Requirements

FPI18060063 Glacier Financial Holdings (Pty) Ltd East London Manco Day May 2018

FPI18060064 Compliance and Learning Center (Pty) Ltd Fundamental of short-term insurance On-going 2018

FPI18060065 Marriot Asset Management (Pty) Ltd Marriott International Workshops June 2018

FPI18060066Old Mutual Corporate

KIC Start Sessions – Lessons for SA’s proposed social

security model

FPI18060067 Sanlam Life Insurance Limited Sanlam Benchmark 2018

FPI18060068 Old Mutual Personal Finance Retirement Planning workshop. (Pre-Retirement)

FPI18060069 PSG Wealth Financial Planning (Pty) Ltd PSG Wealth Product and Platforms Feedback Session

FPI18060070 PSG Wealth Financial Planning (Pty) Ltd THE PSG OUTLOOK 2018

FPI18060071 Alexander Forbes Financial Planning Consultants (Pty) Ltd The Forum Q2 - 2018

FPI18060072 Simeka Consultants and Actuaries (Pty) Ltd Consulting Workshop

FPI18060073 Nedgroup Investments (Pty) Ltd Nedgroup Investments Treasurers Conference


AG Local and offshore investment update in East

London

FPI18060075 Last Word Media (UK) Ltd

International Adviser – International Investment

Forum South Africa

FPI18060076 Discovery Central Services (Pty) Ltd

Income protection products vs Lump sum disability

products

FPI18060077 Momentum, a division of MMI HoldingsMomentum Development Series: Business Assurance

FPI18060078 STANLIB Wealth Management STANLIB Global Update


A look at recent court cases of interest as well as a

legal update

FPI18060080 Sanlam Life Insurance Limited Financial Mail Private Lounge

FPI18060081 Cornerstone Performance Solutions (Pty)Ltd SBFC VALUE CREATION IN BUSINESS BANKING

FPI18060082 Sasfin Financial Advisory Services Sasfin Beyond Global Wealth event

FPI18060083 Investment Consulting & Trustee Services (Pty) Ltd Disposal of Death Benefits

FPI18060084

Investment Consulting & Trustee Services (Pty) LtdTwo-Day Advanced Fiduciary Duties & Investments

(Module II)

FPI18060085 Investment Consulting & Trustee Services (Pty) Ltd Half-Day Principal Officer Course

FPI18060086 Investment Consulting & Trustee Services (Pty) Ltd Half-Day Regulation 28

FPI18060087 Investment Consulting & Trustee Services (Pty) Ltd One Day Governance & Risk Management

FPI18060088 Investment Consulting & Trustee Services (Pty) Ltd Retirement Counselling

FPI18060089 Investment Consulting & Trustee Services (Pty) Ltd Two-Day Fiduciary Duties & Investments (Module I)

FPI18060090 Investec Asset Management (Pty) Ltd

Spotlight: Investing in retirement: Growth versus

volatility

FPI18060091 Investec Asset Management (Pty) Ltd Investing amid late cycle tailwinds


Spotlight: Lower tax, secured capital and real income

– can you really have it all

FPI18060093 Liberty Life New Financial Adviser Induction - Behavioural week

FPI18060094 PSG Wealth Financial Planning (Pty) Ltd Meet the Managers 2018

FPI18060095 Liberty Life Client Value Proposition - AB Tenure

FPI18060096 Liberty Life Client Value Proposition - CD Tenure

FPI18060097 FPI Centre for Professional Development Interpersonal Skills Webinar

FPI18060098 FPI Centre for Professional Development The A to Z of Section 12J Investments

FPI18060099 FPI Centre for Professional Development Financial planning for Millenials - Youth Panel Webinar

FPI18060100 Nedbank Limited AML, CFT & Sanctions Training

FPI18060101 Old Mutual Wealth Treating Clients Fairly Course and Assessment

FPI18060102 Jaltech (Pty) Ltd 12J Marketplace Conference

FPI18060103 Old Mutual Wealth Fiduciary Services Online Course


Allan Gray Webinar | Investing offshore - why, how

and what else to consider


The Legal and Operational Technicalities for

Succession Planning

FPI18060106 Kagiso Collective Investments Kagiso Sharia Bi-Annual Presentation July 2018

FPI18070001 Liberty Life CVP E1 -4 Tenure

FPI18070002 Masthead (Pty) Ltd

Develop a Risk Management Plan to protect your

business, employees and clients

FPI18070003

PPS Financial Planning, a division of PPS Insurance

Company Limited Investment Workshop

FPI18070004 Old Mutual Investment Group (Pty) Ltd Webinars: Why Naspers is more than a Tencent proxy

FPI18070005 Glacier Financial Holdings (Pty) Ltd HPLC Shariah Seminar

FPI18070006 Old Mutual Personal Finance Retirement Planning workshop (Post-Retirement)

FPI18070007 FPI Centre for Professional Development Employee Benefits Programme

FPI18070008 FPI Centre for Professional Development Estate Planning Programme

FPI18070009 FPI Centre for Professional Development Tax session 2018 Webinar

FPI18070010 Sanlam Life Insurance Limited Retirement Training

FPI18070011 Liberty Life Practice Development CVP - Sales Leader Workshop

FPI18070012 Sanlam Life Insurance Limited Class of Business Training: Long Term Insurance Policy

FPI18070013 Liberty Life Business Assurance - SBFC

FPI18070014 Sanlam Life Insurance Limited Class of Business Training: Investments

FPI18070015 Liberty Life Behavioural Profiles/ Social Styles - Online module

FPI18070016 Discovery Central Services (Pty) Ltd Business Assurance

FPI18070017 Liberty Corporate Retirement Tax Reform

FPI18070018 Liberty Corporate Twin Peaks Model for Financial Sector Regulation

FPI18070019 Liberty Corporate Section 37C of the Pension Funds Act

FPI18070020 Liberty Corporate Section 37D of the Pension Funds Act

FPI18070021 Nedgroup Investments (Pty) Ltd Morningstar Behavioural Finance Programme

FPI18070022 Allan Gray Unit Trusts Managers RF Limited (Pty) Ltd Offshore Managers Meeting 16 July 2018

FPI18070023 Old Mutual Wealth

Old Mutual Multi Managers - Meet the Managers 20

June 2018

FPI18070024 STANLIB Wealth Management STANLIB Multi-Manager July 2018

FPI18070025 Glacier Financial Holdings (Pty) Ltd Glacier Asset Manager Day July 2018

FPI18070026 Moonstone Business School of Excellence (Pty) Ltd Structured Deposits Class of Business Module

FPI18070027 Infinitus Risk Management Service (Pty) Ltd Infinitus FAIS Superheroes Conference

FPI18070028 Moonstone Business School of Excellence (Pty) Ltd

Short-term and Long-term Deposits Class of Business

Module

FPI18070029 Prudential Portfolio Managers Unit Trusts Limited Prudential Global Fund Launch

FPI18070030 FPI Centre for Professional Development Employee Benefits 1

FPI18070031 FPI Centre for Professional Development Marital Regimes Online Course

FPI18070032 Compliance and Learning Center (Pty) Ltd

Evidencing Treating Customers Fairly - short online

course

FPI18070033 GTC Pty (Ltd) GTC Retirement Fund Education Seminar

FPI18070034 ICS Academy (Pty) Ltd ICSA FAIS Training 2018

FPI18070035 Investec Asset Management (Pty) Ltd IMS Academy 2018

FPI18070036 FPI Centre for Professional Development Taxation Applicable to Estate Planning and Trusts

FPI18070037 Compliance and Learning Center (Pty) Ltd Amended fit and proper requirements short on-line course

FPI18070038 Investec Asset Management (Pty) Ltd Advisor Workshop -Zebra Zone

FPI18070039 Investec Asset Management (Pty) Ltd Advisor Workshop

FPI18070040 Nedbank Limited BN 79 (FAIS) & revised mandate

FPI18070041 Investec Asset Management (Pty) Ltd Market and funds update by our Portfolio Managers

FPI18070042 FPI Centre for Professional Development Retirement Planning 2 Webinar

FPI18070043 Moonstone Business School of Excellence (Pty) Ltd Forex Investments Class of Business Module

FPI18070044 Allan Gray Unit Trusts Managers RF Limited (Pty) Ltd The Allan Gray Investment Conference

FPI18070045 Bridge Fund Managers (Pty) Ltd PPS Q+A - Bridge Income Efficient Portfolios

FPI18070046 Old Mutual Investment Group (Pty) Ltd Economic Update Webinar with Johann Els

FPI18070047 FPI Centre for Professional Development Ecsponent Full Day Refresher

FPI18070048 Investec Asset Management (Pty) Ltd Taking Stock Winter 2018

FPI18070049 Sanlam Life Insurance Limited Budgeting Course

FPI18070050 Discovery Central Services (Pty) Ltd Risk Management and Risk Advise

FPI18070051 FPI Centre for Professional Development Are Trusts still relevant: webinar

FPI18070052 FPI Centre for Professional Development Webinar: Short-term insurance

FPI18070053 Prudential Portfolio Managers Unit Trusts Limited

Anti-Money Laundering (AML) and Anti-Bribery &

Corruption (ABC) Workshop

FPI18070054 Black Onyx CPD Course

FPI18070055 Sanlam Life Insurance Limited Q2 2018 Quarterly Investment Committee Meetings

FPI18070056 Sanlam Life Insurance Limited

Beneficiary nominations and security sessions: the

unintended consequences.

FPI18070057 Sanlam Life Insurance Limited Broker Sanfin Training

FPI18070058 PPS Investments (Pty) Ltd Talking Points

FPI18070059 Boutique Collective Investments BCI Bloemfontein Conference

FPI18070060 Glacier Financial Holdings (Pty) Ltd Cumulus Day - Durban

FPI18070061 Sanlam Life Insurance Limited Peregrine Falcon Conference

FPI18070062 Sanlam Life Insurance Limited National Agricultural Market Work Session

FPI18070063 Ripple Effect 4 (Pty) Ltd Risk Management and Compliance (FICA)

FPI18070064 Liberty Life Retirement Planning workshop

FPI18070065 Boutique Collective Investments Glacier BCI Meet the Manager – Equity Outlook

FPI18070066 Sanlam Life Insurance Limited Government Employee Pension Fund Training Session

FPI18070067 Liberty Life World of the Advisor Online Programme

FPI18080001 PSG Wealth Financial Planning (Pty) Ltd PSG Insure Work Session

FPI18080002 PSG Wealth Financial Planning (Pty) Ltd PSG Wealth Adviser Work Sessions

FPI18080003 Ripple Effect 4 (Pty) Ltd Long Term Insurance Credit Life

FPI18080004 Ripple Effect 4 (Pty) Ltd Short Term Insurance Commercial Lines

FPI18080005 Ripple Effect 4 (Pty) Ltd Short Term Insurance Personal Lines

FPI18080006 Allan Gray Unit Trusts Managers RF Limited (Pty) Ltd Durban IFA Update and Networking Session 24 July 2018

FPI18080007 Allan Gray Unit Trusts Managers RF Limited (Pty) Ltd Regional Discussion Forum 02 August 2018

FPI18080008 Prudential Portfolio Managers Unit Trusts Limited Pruview Q3 with Hamilton van Breda

FPI18080009 ASISA Academy

ASISA Academy Financial Services Industry Overview

Blitzcamp


ASISA Academy Investment Management Overview

Blitzcamp

FPI18080011 ICS Academy (Pty) Ltd FICA Training

FPI18080012 ICS Academy (Pty) Ltd Fit and Proper Requirements Training

FPI18080013Portfolio Analytics Analytics Consulting (Pty) Limited

RDR update and presentation

FPI18080014 Nedgroup Investments (Pty) Ltd Nedgroup Investments Summit 2018

FPI18080015 Old Mutual Personal Finance CoDA Business Session (Old Mutual PFA)


Allan Gray Webinar | Articulating client value in a

changing environment


Articulating your value proposition and service offer

in a changing environment

FPI18080018 VAPS Consulting (Pty) Ltd TCF (Treating Customers Fairly) Training

FPI18080019 Coronation Management Company

Conversations with Coronation - Global Emerging

Markets

FPI18080020 Old Mutual Personal Finance Old Mutual Reimagine Advice Roadshow

FPI18080021 STANLIB Wealth Management STANLIB Asset Management Roadshow

FPI18080022 STANLIB Wealth Management STANLIB Fixed Income

FPI18080023 FPI Centre for Professional Development Retirement and Investments Workshop

FPI18080024 Ripple Effect 4 (Pty) Ltd Pension Fund Benefits

FPI18080025 Ripple Effect 4 (Pty) Ltd Long Term Insurance

FPI18080026 Alexander Forbes Investments IFA Symposium

FPI18080027 PSG Wealth Financial Planning (Pty) Ltd July Wealth Solutions

FPI18080028 Ashburton Fund Managers Proprietary Limited Global Perspective Seminar

FPI18080029 Nedgroup Investments (Pty) Ltd Veritas Asset Management Roadshow

FPI18080030 Council for Medical Schemes Advanced Broker Training Programme

FPI18080031 Sanlam Life Insurance Limited Marital Regimes and Tax in 2019

FPI18080032 Allan Gray Unit Trusts Managers RF Limited (Pty) Ltd Allan Gray Fund Provider Workshop August and September 2018

FPI18080033 Investec Asset Management (Pty) Ltd Advisor Workshop

FPI18080034 Glacier Financial Holdings (Pty) Ltd Glacier Asset Manager Day August 2018

FPI18080035 Glacier Financial Holdings (Pty) Ltd Regional Asset Manager Day August 2018

FPI18080036 Old Mutual Investment Group (Pty) Ltd Webinar with Peter Brooke

FPI18080037 FPI Centre for Professional Development Client Engagement Webinar

FPI18080038 Compliance and Learning Center (Pty) Ltd Fundamentals of Long-term Insurance

FPI18080039 FPI Centre for Professional Development Employee Benefits 2 Webinar

FPI18080040 FPI Centre for Professional Development Consequences of non-disclosure by FSP’s and representatives

FPI18080041 FPI Centre for Professional Development Social Media for Key Individuals Online Course

FPI18080042 FPI Centre for Professional Development Cultural diversity in Financial Planning Online Course

FPI18080043 FPI Centre for Professional Development Overview of Changes in Financial Planning Environment


Gifts, Benefits, Entertainment, Hospitality and FAIS

Fit and Proper Training Workshop

FPI18080045 Discovery Central Services (Pty) Ltd Offshore Bootcamp

FPI18080046 PSG Wealth Financial Planning (Pty) Ltd PSG Winter Update

FPI18080047 Ashburton Fund Managers Proprietary Limited KZN Manco Day

FPI18080048 Fairtree Asset Management (Pty) Ltd Fairtree Capital Fund Update

FPI18080049 Anchor Financial Services Anchor Roadshow

FPI18080050 Investec Asset Management (Pty) Ltd Investing for Retirement

FPI18080051 Alexander Forbes Investments Alexander Forbes Investments Indaba

FPI18080052 Allan Gray Unit Trusts Managers RF Limited (Pty) Ltd Allan Gray Behavioural Coaching Programme Module 2

FPI18080053 Old Mutual Investment Group (Pty) Ltd Investment Insights- Planet vs Profits – A collision course

FPI18080054 Sanlam Life Insurance Limited Women Empowerment in the Financial Planning World

FPI18080055 Masthead (Pty) Ltd RDR Investment Discussion Seminar

FPI18080056Masthead (Pty) Ltd

Understanding the impact of Fit and Proper

Requirements on FSPs, KI’s and representatives

FPI18080057Glacier Financial Holdings (Pty) Ltd

Glacier Investment Roadshow

FPI18080058 Glacier Financial Holdings (Pty) Ltd Pretoria Mini Due Diligence

FPI18080059 Sanlam Life Insurance Limited Masterclass 2018

FPI18080060 Compliance Institute (SA) Compliance Institute (SA) Annual Conference

FPI18080061 Intelligo Solutions (Pty) Ltd Consumer Protection Act

FPI18080062 Old Mutual Investment Group (Pty) Ltd

Webinar: Making sustainable investing accessible to

all investors

FPI18080063 Efficient Wealth Select Manager Investment Meeting

FPI18080064 Momentum, a division of MMI Holdings Internal Complaints Handling Process

FPI18080065 Nedgroup Investments (Pty) Ltd Nedgroup Investments XS Select Roadshow

FPI18080066 Circulus Online Personal Income Tax for Financial Planning

FPI18080067 Momentum, a division of MMI Holdings SAIA Code of Conduct

FPI18080068 Old Mutual Corporate Innovation through Cell Captives

FPI18080069 Liberty Life Risk Workshop

FPI18080070 Liberty Life Investment Planning Academy

FPI18080071 Liberty Life Behavioural Master Class

FPI18080072 Amity Investment Solutions (Pty) Ltd Amity Master Class

FPI18080073 Intelligo Solutions (Pty) Ltd Financial Intelligence Center Act 2001

FPI18080074 Masthead (Pty) Ltd RE 1 and RE 5 Training


Exceptional Assistant – Improve Efficiencies to

Increase Profits


FPI18080077 Compliance and Learning Center (Pty) Ltd Fundamentals of Collective Investment Schemes

FPI18080078 Prudential Portfolio Managers Unit Trusts Limited Nelspruit Pruview with Hamilton van Breda

FPI18080079 Sanlam Life Insurance Limited Sanlam Professional Workshop

FPI18080080 Sanlam Life Insurance Limited Sanlam Recurring Premium Summit


A more intelligent business model – mechanising

service delivery


Income or the client – should service or fees come

first in the fees for service argument?

FPI18080083 ICTS Legal Services (Pty) Ltd ICTS Legal Services Monthly Forum



FPI18080086 Liberty Corporate Investment Workshop Session for FA’S and KI’S

FPI18080087 Liberty Corporate

Risk Benefits and the trends in the Industry Workshop

Session for FA’S and KI’s

FPI18080088 Youhash (Pty) Ltd

BITCOIN – The most important advance in the

evolution of money


FPI18080090 Intelligo Solutions (Pty) Ltd No 4 of 2003: Protection of Personal Information Act 2013

FPI18080091 Fiduciary Institute of Southern Africa 8th Annual FISA Conference

FPI18080092 Momentum, a division of MMI Holdings Momentum Consult DISRUPT Conference 2018

FPI18080093 Liberty Life DPFM - Retirement Planning


Conversations with clients: Topic 1: Emigration.

Topic 2: Marital regimes in perspective.

FPI18080095 Circulus Online

Opportunities for Financial Planning from Personal

Income Tax

FPI18080096 Foord Asset Management (Pty) Ltd Foord: Mind of the Manager

FPI18080097 Liberty Life DPFM - Business Planning

FPI18080098 FPI Centre for Professional Development Economic Updates Webinar 3

FPI18090001 Rezco Investment Council (Pty) Ltd Rezco Review October 2018

FPI18090002 Liberty Life Practice Financials

FPI18090003 Liberty Life Investment Seminar

FPI18090004 Intelligo Solutions (Pty) Ltd Finance and Insurance Motor Retail Fundamentals

FPI18090005 FPI Centre for Professional Development Tax deductions on Retirement Fund contributions

FPI18090006 FPI Centre for Professional Development Social Media Use for Financial Planners


FPI18090008 Allan Gray Unit Trusts Managers RF Limited (Pty) Ltd Interpreting Your Enneagram

FPI18090009 Investec Asset Management (Pty) Ltd Liberty Presentations

FPI18090010 Liberty Life Operational Efficiencies - Sales Leader

FPI18090011 Old Mutual Corporate Grouped Investment Reportbacks

FPI18090012 Intelligo Solutions (Pty) Ltd National Credit Act 34 of 2005

FPI18090013 Old Mutual Corporate

KIC Start Sessions - An analysis of the standalone

retirement fund market and Recognition of Transfer

Issues – Impacts on Members


KIC Start Sessions – Umbrella Fund Costs – Batseta

Presentation


KIC Start Sessions – Coaching your clients through

times economic times

FPI18090016 Marriot Asset Management (Pty) Ltd Marriott Road Show Presentation

FPI18090017 Old Mutual Personal Finance Ethics – FICA Fit and Proper

FPI18090018 Old Mutual Investment Group (Pty) Ltd Webinar: Offshore investment conundrums

FPI18090019 Liberty Life Operational Efficiencies - Tenure C,D and E


Retirement Planning – Taxation on Lump Sum Benefits

Course

FPI18090021 Investec Asset Management (Pty) Ltd Zebra Zone September & October 2018

FPI18090022 Investec Asset Management (Pty) Ltd Bloemfontein Advisor Workshop

FPI18090023 Investec Asset Management (Pty) Ltd Market and funds update by our portfolio managers

FPI18090024 FPI Centre for Professional Development 2018 Holistic Healthcare Planning Webinar

FPI18090025 FPI Centre for Professional Development Estate Planning Webinar

FPI18090026 Old Mutual Wealth PCS Insights Exchange

FPI18090027 Old Mutual Wealth Apex Summit

FPI18090028 Sanlam Life Insurance Limited Risk Summit

FPI18090029 Coronation Management Company Conversations with Coronation September 2018

FPI18090030 Citadel Investement Services (Pty) Ltd CAM Roadshow

FPI18090031 Fundhouse Advisor (Pty) Ltd Fundhouse Investment Insights 2018


Conversations with clients – Trusts traps that trustees

should avoid

FPI18090033 Sanlam Life Insurance Limited The Importance of having a Will

FPI18090034 Bridge Fund Managers (Pty) Ltd

Bridge Fund Managers Roadshow

Making progress in the midst of investment turmoil

FPI18090035 PSG Wealth Financial Planning (Pty) Ltd August 2018 Wealth Solutions


FPI18090037 Glacier Financial Holdings (Pty) Ltd Glacier Summit 2018

FPI18090038 Sanlam Life Insurance Limited Sanlam Risk Summit

FPI18090039 Glacier Financial Holdings (Pty) Ltd Cape Town Due Diligence

FPI18090040 Sanlam Life Insurance Limited All Access Summit

FPI18090041 Old Mutual Personal Finance

Understanding Capital Gains Tax (CGT), Limited

Interests and Donations Tax in the context of Estate

Planning

FPI18090042 Allan Gray Unit Trusts Managers RF Limited (Pty) LtdWebinar part 1: Bringing responsible investing to the

fore

FPI18090043 Allan Gray Unit Trusts Managers RF Limited (Pty) Ltd Webinar 2: Thriving in choppy markets


Webinar 3: Why a particular stock is in Allan Gray's

portfolio


Estate Planning process and practical application of

the liquidity position.


Understanding Trusts in the context of Estate

Planning


Understanding Marital Regimes, Wills and Intestate

Succession in the context of Estate Planning


The road to Universal Health Coverage for all South

Africans

FPI18090049 Nedgroup Investments (Pty) Ltd Fund Manager Workshop

FPI18090050 Nedgroup Investments (Pty) Ltd Nedgroup Investments Roadshow

FPI18090051 Investec Asset Management (Pty) Ltd Investec Global Insights

FPI18090052 Glacier Financial Holdings (Pty) Ltd Glacier Investment Summit

FPI18090053 Sanlam Life Insurance Limited Sanlam Recurring Premium Summit

FPI18090054 Sanlam Life Insurance Limited Business assurance fundamentals

FPI18090055 Sanlam Life Insurance Limited Sanlam Corporate Annual FICA Training


Graviton Wealth Management – Employee Benefits

Landscape Q3

FPI18090057 Succession Financial Planning Advisory Services (Pty) Ltd SFP Wealth Investment Summit

FPI18090058 Optimum Upgrade Business Systems

Corporate Governance King IV™ - Changes, Challenges

and practical application

FPI18090059 FPI Centre for Professional Development Testamentary trust: Relevant Tax & Fiduciary Aspects

FPI18090060 FPI Centre for Professional Development Health Services Benefits Online Course

FPI18090061 The Institute of Health Risk Managers (Pty) Ltd Medical scheme complaint resolution

FPI18090062 Institute of Retirement Funds Africa IRFA Annual Conference

FPI18090063 Discovery Central Services (Pty) Ltd The importance of covering your children’s education

FPI18090064 FPI Centre for Professional Development The Law as it affects Estate Planning and Trusts

FPI18090065 FPI Centre for Professional Development Online Course: Post-Retirement planning

FPI18090066 Discovery Central Services (Pty) Ltd Financial Crime

FPI18090067 FPI Centre for Professional Development Online Course: Retirement - Tax on withdrawal

FPI18090068 Liberty Life Managing Information - FA

FPI18090069 Citadel Investement Services (Pty) Ltd Ops Advice Session


The changing nature of short-term insurance through

technology

FPI18090071 Old Mutual Corporate KIC Start Sessions: National Health Insurance 101


RDR: FSCA Discussion Document on Investment-

Related Matters Telecon


LHL Financial Crime Compliance General Awareness -

2018

FPI18090074 Sanlam Life Insurance Limited Graviton Investment Close up

FPI18090075 Old Mutual Investment Group (Pty) Ltd Global Opportunities arise amidst Corporate Disruption


Graviton Wealth Management| Industry and Markets

Q2

FPI18090077 Glacier Financial Holdings (Pty) Ltd Grow your Practice into the future

FPI18090078 Investment Consulting & Trustee Services (Pty) Ltd Ethics & Practise Standards Training

FPI18090079 Alexander Forbes Financial Services The Forum Q3

FPI18090080 Northstar Asset Management (Pty) Ltd Northstar Advisor Roadshows

FPI18090081 Investec Asset Management (Pty) Ltd IMS Advisor Forum 2018

FPI18090082 The Institute of Health Risk Managers (Pty) Ltd Medical scheme underwriting

FPI18090083 The Institute of Health Risk Managers (Pty) Ltd Understanding prescribed minimum benefits

FPI18090084 Old Mutual Corporate National Health Insurance 101

FPI18090085 Allan Gray Unit Trusts Managers RF Limited (Pty) Ltd Allan Gray Offshore Fund Provider Workshop October 2018

FPI18090086 The Institute of Health Risk Managers (Pty) Ltd The Healthcare Market and Demarcation Regulations

FPI18090087 Alexander Forbes Financial Services Hot Topics – Q2 2018

FPI18100001 Milpark Education Administration of Deceased Estates (ADMDE1-OS)

FPI18100002 Milpark Education Consequences of non-disclosure (CONND1-OS)

FPI18100003 Milpark Education Cultural diversity in Financial Planning (CDFPL1-OS)

FPI18100004 Milpark Education Online Short Course: Construct a portfolio (CCPOR1-OS)

FPI18100005 Milpark Education Online Short Course Disability Cover (DISCO1-OS)


Online Short Course: Divorce and Retirement Fund

Benefits (DRFBE1-0S

FPI18100007 Milpark Education Ethical Investments (EINVE1-OS)


Online Short Course: Ethics for Financial Planners

(ECAFP1-OS)

FPI18100009 Milpark Education Online Short Course: FICA: Annual update (FICAU1-OS)

FPI18100010 Milpark Education Online Short Course: Health Services Benefits (HESBN1-OS)


Online Short Course: The Law as it affects Estate

Planning and Trusts (EPTLA1-OS)

FPI18100012 Milpark Education Marital Regimes (MARRE1-OS) Online Course


Online Short Course: Offshore investments and

Governance (INVG1-OS)


Overview of Changes in the Financial Planning

Environment (OCEFPE1-OS)


Online Short Course: Post-retirement Planning

(PORPL1-OS)

FPI18100016 FPI Centre for Professional Development Online Short Course: FICA: Annual update (FICAU1-OS)

FPI18100017 FPI Centre for Professional Development 2018 Annual Refresher Workshop

FPI18100018 Milpark Education Online Short Course: Pre-retirement Planning (PRPLA1-OS)

FPI18100019 Boutique Collective Investments Boutique Collective Investment Seminar

FPI18100020 Boutique Collective Investments Boutique Collective Investment Seminar Johannesburg

FPI18100021 Sanlam Life Insurance Limited Santam Development Day


FPI18100023 Milpark Education Regulatory Requirements for Replacements (RRREP1-OS)

FPI18100024 Milpark Education Report Writing for Financial Planners (RWPFL1-OS)

FPI18100025 Milpark Education Retirement Planning: Tax on Death (RPTAD1-OS)


Retirement Planning: Tax on Lump-sum Benefits at

Retirement (RPTAR1-OS)

FPI18100027 Milpark Education Retirement Planning: Tax on Withdrawal (RPTOW1-OS)


Online Short Course Risk Planning: Understanding the

Risk Planning Process (RPLMA1-OS)

FPI18100029 Milpark Education Risk Planning Products (RPPR1-OS)


Online Short Course: Section 14 Transfers: Process

and Pitfalls (S14PP1-OS)


Online Short Course: Section 37C: Disposal of Death

Benefits (37CDB1-OS)


Online Short Course: Shari’ah Compliant Estate

Planning (SHSEP1-OS)

FPI18100033 Milpark Education Online Short Course: Short-term Insurance (STINS1-OS)

FPI18100034 Milpark Education Social Media Use for Financial Planners (SMUFP1-OS)

FPI18100035 Milpark Education Social Media Use for Key Individuals (SMUKI1-OS)

FPI18100036 Milpark Education Online Short Course: Tax and Investments (ITAXI1-OS)


Online Short Course Tax Benefits of Retirement

Planning (TBRPL1-OS)

FPI18100038 Milpark Education Tax Deduction of Retirement Fund Contribution (TDRFC1-OS)


Taxation Applicable to Estate Planning and Trusts

(TAEPT1-OS)

FPI18100040 Milpark Education Tax-free Savings Accounts in Financial Planning TSAFP1-OS

FPI18100041 Milpark Education Online Short Course: Trusts and Estate Planning (TEPLA1-OS)

FPI18100042 Milpark Education Online Short Course: Tax and Retirement Funds (TACRF1-OS)

FPI18100043 Milpark Education Online Short Course: Social Media Use (SMEDU1-OS)

FPI18100044 Citadel Investement Services (Pty) Ltd FICA, FAIS, POPI and Risk Rating

FPI18100045 FPI Centre for Professional Development Webinar: Trust Education 2 - Trust your trust

FPI18100046 STANLIB Wealth Management

The elephant in the room – How the land debate

affected investment philosophies

FPI18100047 Associated Compliance FAIS Competence BN 194 of 2017 Workshop

FPI18100048 Old Mutual Personal Finance Staying Fit and Proper post 1 April 2018

FPI18100049 Prudential Portfolio Managers Unit Trusts Limited Competition Amendment Bill Training Workshop

FPI18100050 Discovery Central Services (Pty) Ltd Invest Workshops

FPI18100051 Associated Compliance Agri Market Survey Results

FPI18100052 Boutique Collective Investments Boutique Collective Investments Conference

FPI18100053 STANLIB Wealth Management STANLIB Fixed Income Presentation

FPI18100054 Momentum, a division of MMI Holdings

Momentum Consult Investment and Product Approval

Committee

FPI18100055 STANLIB Wealth Management Investment Minds

FPI18100056

Masthead (Pty) Ltd Retirement Planning Retirement Fund Contributions

Taxation Course October 2018 till October 2019_

FPI18100057 Simeka Consultants and Actuaries (Pty) Ltd FAIS Conflict of Interest Training


APS Due Diligence

FPI18100059 Glacier Financial Holdings (Pty) Ltd Wealth Intel Summit

FPI18100060 Glacier Financial Holdings (Pty) Ltd Glacier Investment Workshop

FPI18100061 Efficient Wealth Select Manager Investment Update

FPI18100062 Iress Wealth Management (Pty) Ltd Advanced Retirement FNA

FPI18100063 Iress Wealth Management (Pty) Ltd Advanced Risk FNA

FPI18100064 Iress Wealth Management (Pty) Ltd Client Relationship Management (CRM)

FPI18100065 Iress Wealth Management (Pty) Ltd Fund Focus

FPI18100066 Iress Wealth Management (Pty) Ltd IRESS Portfolio Systems (IPS)

FPI18100067 Iress Wealth Management (Pty) Ltd Practice Management

FPI18100068 Iress Wealth Management (Pty) Ltd Retirement FNA Workshop Refresher

FPI18100069 Iress Wealth Management (Pty) Ltd Risk FNA Workshop Refresher

FPI18100070


Company Limited Investment Workshops

FPI18100071 Sanlam Life Insurance Limited SFP Conference March 2018

FPI18100072 Old Mutual Personal Finance Ethics Part 1

FPI18100073 Old Mutual Personal Finance Draft Taxation Law Amendment Bill 2018

FPI18100074 ICTS Legal Services (Pty) Ltd

ICTS Legal Services Monthly Forum:

The Adjudicator and principles of equity

Recent adjudicator determinations and cases

Complaints management and retirement funds (FSCA)

FPI18100075 Old Mutual Investment Group (Pty) Ltd Webinar: Index Investing

FPI18100076 FPI Centre for Professional Development Online Short Course: Offshore investments and

Governance (INVG1-OS)

FPI18100077 FPI Centre for Professional Development Online Short Course: Tax and Investments (ITAXI1-OS)

FPI18100078 FPI Centre for Professional Development Risk Planning Products (RPPR1-OS)

FPI18100079 FPI Centre for Professional Development Report Writing for Financial Planners (RWPFL1-OS)

FPI18100080 FPI Centre for Professional Development 2018 Webinar: NHI and the implications for medical

schemes

FPI18100081 FPI Centre for Professional Development Webinar: Business Assurance Company owned policies

FPI18100082 BrightRock Life Limited Funding Patterns Presentation

FPI18100083 Efficient Wealth Naviga Investment Forum

FPI18100084 FPI Centre for Professional Development 2018 Webinar: Low income market and the health

insurance environment

FPI18100085 FPI Centre for Professional Development 2018 Webinar: International Health Insurance


2018 Webinar: The future of health insurance cover

and health care brokers

FPI18100087 FPI Centre for Professional Development 2018 Webinar: Practice Standards

FPI18100088 FPI Centre for Professional Development Webinar: How are benefits costed in medical schemes


2018 Webinar: Update of all legislation pertaining to

health care


2018 Webinar: The merits of expanding health

insurance in South Africa

FPI18100091 Nedbank Limited Credit and property finance

FPI18100092 Glacier Financial Holdings (Pty) Ltd East London Asset Manager Day October 2018

FPI18100093 Glacier Financial Holdings (Pty) Ltd East Rand Asset Manager Day October 2018

FPI18100094 Glacier Financial Holdings (Pty) Ltd Asset Manager Seminar

FPI18100095 Morningstar Investment Management (Pty) Ltd Bay Union Investment Committee Report backs

FPI18100096 Glacier Financial Holdings (Pty) Ltd Midlands Mini Roadshow

FPI18100097 Morningstar Investment Management (Pty) Ltd Global Managed Portfolio Report backs

FPI18100098 Morningstar Investment Management (Pty) Ltd Alchemy Financial Solutions

FPI18100099 Morningstar Investment Management (Pty) Ltd Resolute Wealth Management Report backs

FPI18100100 Morningstar Investment Management (Pty) Ltd Southwood Investment Committee Report backs

FPI18100101 Old Mutual International SA Old Mutual International Symposium


Legislation and Codes of Conduct - Financial Services

Industry

FPI18100103 Morningstar Investment Management (Pty) Ltd Roxburgh Investment Committee Report backs

FPI18100104 Succession Financial Planning Advisory Services (Pty) Ltd Sanlam Aligned Financial Planning: Regional Meeting

FPI18100105 Sanlam Life Insurance Limited CPD MASTERCLASS by Sanlam

FPI18100106 Investec Asset Management (Pty) Ltd Investec Global Insights

FPI18100107 eStudy (Pty) Ltd

Aspects of the Long-Term Insurance (LTI) Act, Act 52

of 1998

FPI18100108 eStudy (Pty) Ltd Creating Value and Growth

FPI18100109 eStudy (Pty) Ltd Understanding the FAIS Act (Act 37 of 2002)

FPI18100110 eStudy (Pty) Ltd The FICA Act, Act 38 of 2001

FPI18100111 eStudy (Pty) Ltd Finance Day to Day Operations

FPI18100112 eStudy (Pty) Ltd Options and how they are Valued


The Protection of Personal Information (PoPI) Act, No

4 of 2013

FPI18100114 eStudy (Pty) Ltd Short Term Insurance Act (53 of 1998) and Related Concepts

FPI18100115 Moonstone Business School of Excellence (Pty) Ltd Fundamentals of Financial Mathematics

FPI18100116 eStudy (Pty) Ltd Strategy and External Acquisitions

FPI18100117 Masthead (Pty) Ltd Compliant Use of Social Media in Financial Services Course

FPI18100118 VAPS Consulting (Pty) Ltd Fundamentals of Long-Term Insurance

FPI18100119 VAPS Consulting (Pty) Ltd POPI Act

FPI18100120 Noble Private Portfolios (Pty) Ltd Noble PP Investment Presentation

FPI18100121 PSG Wealth Financial Planning (Pty) Ltd PSG Wealth Product and Platform Feedback Session

FPI18100122 PSG Wealth Financial Planning (Pty) Ltd PSG Elite Purposeful Portfolios

FPI18100123 Nedbank Limited FAIS Supervision and FAIS E-register (BN 104)

FPI18100124 Investec Asset Management (Pty) Ltd Breakfast meeting | Gail Daniel | Investec Managed Fund


The Sanlam Umbrella Fund Symposium and Annual

General Meeting

FPI18100126 Compli-Serve SA (Pty) Ltd Retail Distribution Review “RDR Update” Johannesburg

FPI18100127 Compli-Serve SA (Pty) Ltd Retail Distribution Review “RDR Update” Cape Town


Online Course: Tax Benefits on Retirement Planning

TBRP1-OS

FPI18100129 FPI Centre for Professional Development Online Course: Umbrella funds options UFOCO1-OS

FPI18100130 FPI Centre for Professional Development Online Short Course: Construct a client portfolio (CCPOR1-OS)

FPI18100131 FPI Centre for Professional Development Online Short Course: Medical Scheme Performance

(MEDPE1-OS)

FPI18100132 FPI Centre for Professional Development Online Short Course: King IV and Retirement Funds

(KREFU1-OS)

FPI18100133 FPI Centre for Professional Development Online Short Course: Section 37C: Disposal of Death

Benefits (37CDB1-OS)

FPI18100134 FPI Centre for Professional Development Online Course Online Course Ombud's cases and

ethical considerations OCAEC1-OS


Online Course Online Course Ombud's cases and

ethical considerations OCAEC1-OS


Online Course Online Course Estate Planning:

Succession Planning for Businesses ESPBU1-OS


Online Course Online Course Estate Planning:

Succession Planning for Businesses ESPBU1-OS

FPI18100138 FPI Centre for Professional Development Online Course: Trusts and Estate Planning TEPLA1-OS

FPI18100139 FPI Centre for Professional Development Online Short Course: Short-term Insurance STINS1-OS

FPI18100140 FPI Centre for Professional Development Online Short Course: Tax and Retirement Funds TACRF1-OS


Online Short Course Retirement Planning: Tax on

Death RPTAD1-OS

FPI18100142 FPI Centre for Professional Development Online Short Course: Pre-retirement Planning PRPLA1-OS


Online Course: Risk planning - Understanding the risk

planning process RPLMA1-OS

FPI18100144 FPI Centre for Professional Development Online Short Course Disability Cover DISCO1-OS


Retirement Planning: Tax on Lump-sum Benefits at

Retirement

RPTAR1-OS

FPI18100146 Amity Investment Solutions (Pty) Ltd Amity Investment Solutions Wealth Management Conference

FPI18100147 Investec Asset Management (Pty) Ltd Investing in Retirement: growth versus volatility


Online Short Course: Medical Scheme Performance

(MEDPE1-OS)


Online Short Course: King IV and Retirement Funds

(KREFU1-OS)

FPI18100150 Milpark Education Online Course: Umbrella funds options UFOCO1-OS

FPI18100151 Milpark Education Online Short Course: Tax Planning for businesses (TPLBU1-OS)

FPI18100152 Milpark Education Online Short Course: Investment Planning (INPLA1-OS)

FPI18100153 Old Mutual Wealth Strategic Summit

FPI18100154 Momentum, a division of MMI Holdings Momentum Health’s Solutions Financial Update Roadshow

FPI18100155 Sanlam Life Insurance Limited Santam Work in Session

FPI18100156 Momentum, a division of MMI Holdings Momentum/FPI Ethics and Regulatory Updates Workshop

FPI18100157 Sanlam Life Insurance Limited Q3 2018 Quarterly Investment Committee Meetings

FPI18100158 Discovery Central Services (Pty) Ltd The importance of chronic illness cover

FPI18100159 Allan Gray Unit Trusts Managers RF Limited (Pty) Ltd Legal and Compliance Update


KIC-Start Session - Tax impact of Retirement Funds

October 2018

FPI18100161 Momentum, a division of MMI Holdings MFP Outcome Matters

FPI18100162 Circulus Online Estate Planning Course

FPI18100163 Old Mutual Personal Finance Business Assurance Financial Planning

FPI18100164 Glacier Financial Holdings (Pty) Ltd Glacier Round Table Discussions October 2018

FPI18100165 Nedgroup Investments (Pty) Ltd Investment Conversations with Rob Johnson

FPI18100166 STANLIB Wealth Management STANLIB Fixed Interest


Allan Gray Regional Discussion Forum Winning the

advice revolution

FPI18100175 Associated Compliance Transforming Insurance Roadshow

FPI18110001 Momentum, a division of MMI Holdings Partnership Connect

FPI18110002 Alexander Forbes Financial Services Hot Topics Q3 - 2018

FPI18110003 Morningstar Investment Management (Pty) Ltd Morningstar Investment Conference

FPI18110004 Glacier Financial Holdings (Pty) Ltd Glacier Market Matters

FPI18110005 Allan Gray Unit Trusts Managers RF Limited (Pty) Ltd Independent Advisor Forum

FPI18110006 Succession Financial Planning Advisory Services (Pty) Ltd Glacier – Government Employees Pension Fund Session

FPI18110007 Nedgroup Investments (Pty) Ltd Nedgroup Investments Core Investor Day

FPI18110008Portfolio Analytics Analytics Consulting (Pty) Limited APS Due Diligence

FPI18110009 Old Mutual Wealth Old Mutual Wealth Roundtables - Durban

FPI18110010 Old Mutual Wealth Weekly Investment and Stock Selection Meeting

FPI18110011 FPI Centre for Professional Development Risk Planning & Health Webinar

FPI18110012 Citadel Investement Services (Pty) Ltd OPS Meetings – Practice Management

FPI18110013 Glacier Financial Holdings (Pty) Ltd Master the World of Investments

FPI18110014 Simeka Consultants and Actuaries (Pty) Ltd Consulting Workshop Meeting

FPI18110015 The Institute of Health Risk Managers (Pty) Ltd Evaluating financial soundness of a medical scheme

FPI18110016 Prudential Portfolio Managers Unit Trusts Limited ISDA Training


Webinar: Market Volatility: The why and the where to

next


Allan Gray Ethics Webinar | Protecting yourself and

your advice business against ethical lapses

FPI18110019 Momentum, a division of MMI Holdings Quality Assurance Training

FPI18110020 Noble Private Portfolios (Pty) Ltd Noble Private Portfolios Fund Management Presentation

FPI18110021 Prudential Portfolio Managers Unit Trusts Limited Pruview with Michael Moyle

FPI18110022 Liberty Life Morning of Learning / Afternoon of Learning

FPI18110023 Nedgroup Investments (Pty) Ltd

Nedgroup Investments presents Morningstar

Behavioural Finance Programme – Module 3

FPI18110024 Investec Asset Management (Pty) Ltd Year end drinks and Business Update

FPI18110025 Glacier Financial Holdings (Pty) Ltd Economic Overview Q3

FPI18110026 Glacier Financial Holdings (Pty) Ltd East Rand Asset Manager Day November 2018


Trust or not to Trust – Why trusts are relevant in

Financial Planning

FPI18110028 SA Asset Management Quarterly Economic and Fund Update

FPI18110029 Masthead (Pty) Ltd Operations Efficiency Seminar

FPI18110030 Old Mutual Wealth

The International framework that governs the flow of

money

FPI18110031 Old Mutual Wealth Fit and Proper online course

FPI18110032 Succession Financial Planning Advisory Services (Pty) Ltd SFP Regional meeting 07 September 2018

FPI18110033 VAPS Consulting (Pty) Ltd Record of Advice course

FPI18110034 PSG Wealth Financial Planning (Pty) Ltd The PSG Summer Update 2018

FPI18110035 Liberty Life Broker Engagement Workshop

FPI18110036 Associated Compliance Cyber Insurance and Risks


Webinar: Health insurance and demarcation

regulation pertaining to the 2nd draft and Gap cove

FPI18110038 Investment Consulting & Trustee Services (Pty) Ltd Ethics & Practise Standards Training

FPI18110039 Glacier Financial Holdings (Pty) Ltd Investments Today Module 1


Behavioural Coaching Programme | Group Coaching

Sessions Module 2

FPI18110041 PPS Academy, a division of PPS Insurance (Pty) Ltd Estate Planning and Wills Course

FPI18110042 ICS Academy (Pty) Ltd ICSA POPI – A Regulatory Framework

FPI18110043 ICS Academy (Pty) Ltd ICSA Conflicts of Interest An overview 2018

FPI18110044 FPI Centre for Professional Development Webinar Funders & it's role in health care


Webinar: Is quality healthcare attainable for all South

Africans

FPI18110046 FPI Centre for Professional Development Webinar: The future of the healthcare broker


How You Can Attract More Clients with LinkedIn and

Internet Marketing – Without Paying for Advertising

FPI18110048 Integrity Academy (Pty) Ltd Financial Statements in a Business Environment

FPI18110049 Integrity Academy (Pty) Ltd Financial Needs Analysis

FPI18110050 Integrity Academy (Pty) Ltd Forex Investments

FPI18110051 Integrity Academy (Pty) Ltd Protection of Personal Information Act (POPIA) and GDPR

FPI18110052 Integrity Academy (Pty) Ltd Structured Deposits

FPI18110053 PSG Wealth Financial Planning (Pty) Ltd PSG Wealth Strategy session

FPI18110054 PSG Wealth Financial Planning (Pty) Ltd PSG Insure Strategy session

FPI18110055 STANLIB Wealth Management STANLIB Multi-Manager Shari’ah Balanced Fund


Year-end business update – China is no longer a copy

cat

FPI18110057 Discovery Central Services (Pty) Ltd Ensuring your clients have sufficient cover for cancer

FPI18110058 The Institute of Health Risk Managers (Pty) Ltd

Highlights of the Council for Medical Schemes Annual

Report 2017/2018

FPI18110059 Glacier Financial Holdings (Pty) Ltd Retirement Planning for GEPF members


A Practical Guide to developing your own FICA Risk

Management & Compliance Programme Seminar

FPI18110061 Boutique Collective Investments

Glacier BCI Boutique Manager Series: BCI Income Plus

and Select BCI Cautious

FPI18110062 Nedbank Limited Ethics and Context

FPI18110063 FPI Centre for Professional Development Online Course: Shari'ah Compliant Estate Planning

FPI18110064 FPI Centre for Professional Development 2018 Webinar: Introduction to Engineering Insurance

FPI18110065 FPI Centre for Professional Development Webinar Understanding broad form liability

FPI18110066 FPI Centre for Professional Development 2018 Webinar: Short term Insurance

FPI18110067 FPI Centre for Professional Development 2018 Webinar: TCF and twin peaks

FPI18110068 FPI Centre for Professional Development Online Course: Tax planning for businesses

FPI18110069 FPI Centre for Professional Development Online Course: Ethics for financial planners

FPI18110070 FPI Centre for Professional Development 2018 Webinar: Ethics and health care in South Africa

FPI18110071 Allan Gray Unit Trusts Managers RF Limited (Pty) Ltd Ethics Session

FPI18110072 Last Word Media (UK) Ltd International Adviser – Future Advisory Forum

FPI18110073 Morningstar Investment Management (Pty) Ltd Managed Portfolio Report backs

FPI18110074 Ashburton Fund Managers Proprietary Limited Ashburton Investment Fixed Income Workshop

FPI18110075 Sanlam Life Insurance Limited Elite Workshop

FPI18110076 Sanlam Life Insurance Limited BlueStar Conference 2018

FPI18110077 Octomate (Pty) Ltd Life Insurance: Assistance Policies

FPI18110078 Octomate (Pty) Ltd FICA

FPI18110079

Wits Plus Centre for Part-time Studies University of the

Witwatersrand Investment and Finance Bonds

FPI18110080 Liberty Life Morning of Learning October 2018

FPI18110081 Kagiso Collective Investments Sharia Global Fund Presentation

FPI18110082 FIA FIA Employee Benefits Workshop


Veritas Asset Management Lunch presentation by

Anthony Burgess

FPI18110084 Old Mutual Corporate FPI Ethics & Regulatory Update Session

FPI18110085 Old Mutual Corporate KIC Start Session – Default Annuity Strategy Formulation

FPI18110087 Fairtree Asset Management (Pty) Ltd Leadership – team dynamics and different cultures


Legal Focus: Legislation update and impact of

Financial Planning

FPI18110089 FPI Centre for Professional Development 2018 Webinar: Marine Insurance

FPI18110090 FPI Centre for Professional Development 2018 Webinar Travel Insurance

FPI18110091 FPI Centre for Professional Development 2018 Webinar: Economic Update 4

FPI18110092 Momentum, a division of MMI Holdings New FAIS Fit and Proper Breakdown Training

FPI18110093 Comply Law CC FICA Presentation

FPI18110094 Prudential Portfolio Managers Unit Trusts Limited Pruview with Anthea Angermund

FPI18110095 Old Mutual Investment Group (Pty) Ltd Webinar - South Africa: where to for growth and the Rand?


ICTS Legal Services Monthly Forum: -(POPIA) basics

and POPIA for Retirement Funds

FPI18110097 PSG Wealth Financial Planning (Pty) Ltd PSG Insure Work Sessions October 2018

FPI18120001 PSG Wealth Financial Planning (Pty) Ltd PSG Wealth Work Sessions

FPI18120002 PSG Wealth Financial Planning (Pty) Ltd PSG Wealth and Platforms Feedback Session

FPI18120003 Ripple Effect 4 (Pty) Ltd Collective Investment Schemes

FPI18120004 Ripple Effect 4 (Pty) Ltd Securities and Investments

FPI18120005 FPI Centre for Professional Development Online Course Section 14 Transfers: Process and Pitfalls

FPI18120006 FPI Centre for Professional Development Online Course: Divorce and retirement fund benefits


Amended Financial Intelligence Centre Act Online CPD

Course

FPI18120008 Moonstone Business School of Excellence (Pty) Ltd 2019 Compliance Report Workshop

FPI18120009 Fairtree Asset Management (Pty) Ltd Investment Seminar

FPI18120010 Glacier Financial Holdings (Pty) Ltd The BD Top Performers Summit in KZN

FPI18120011 Glacier Financial Holdings (Pty) Ltd BD Top Performers Summit: Cape Town

FPI18120012 Integrity Academy (Pty) Ltd

Money Laundering Legislation and the implications for

Accountable Institutions (FICA)


ICTS Legal Services Monthly Forum: -

Recent Developments: Taxation Laws


ICTS Legal Services Monthly Forum: -

Financial Sector Regulation Act / Twin Peaks/FSCA/PA

FPI18120015 Octomate (Pty) Ltd Life Investment Policies

FPI18120016 Octomate (Pty) Ltd Life Risk Policies

FPI18120017 Associated Compliance South Africa Crime tracker May 2018

FPI18120018 Associated Compliance Risk Appetite gains momentum in a changing world

FPI18120019 Associated Compliance 2018 Management Liability Survey

FPI18120020 Associated Compliance A Beginners guide to Blockchain

FPI18120021 Nedgroup Investments (Pty) Ltd NFP Year-end Roadshow

FPI18120022 Associated Compliance 4 Steps to achieve exponential growth

FPI18120023 Associated Compliance

5 Technological advances that are reshaping life

insurance as we know it

FPI18120024 Momentum, a division of MMI Holdings Estate planning and the need for liquidity

FPI18120025 Associated Compliance Aviation Plane Talking

FPI18120026 Discovery Central Services (Pty) Ltd The regulatory road for retirement in South Africa

FPI18120027 Associated Compliance Human Factor Baseline Skills

FPI18120028 FPI Centre for Professional Development 2018 Webinar: Update on Robo Advice

FPI18120029 Associated Compliance It’s a new dawn in group disability insurance

FPI18120030 Associated Compliance Machinery breakdown vs Explosion Case study

FPI18120031 FPI Centre for Professional Development 2018 Webinar: Trust Education 3 Webinar

FPI18120032 Circulus Online Capital Gains Tax


Anti-Money Laundering, Counter-Terrorist Financing &

Tax Evasion

FPI18120034 Succession Financial Planning Advisory Services (Pty) Ltd Fundamentals of Trusts

FPI18120035 Succession Financial Planning Advisory Services (Pty) Ltd SFP Investment committee

FPI18120036 Octomate (Pty) Ltd Personal Lines Miscellaneous Policies

FPI18120037


Company Limited Estate Planning Workshop

FPI18120038 PSG Wealth Financial Planning (Pty) Ltd PSG Wealth Product and Platform Feedback Session

FPI18120039 Circulus Online Estate Planning Online Course

FPI18120040 Prudential Portfolio Managers Unit Trusts Limited Company Policies and attestation online programme

FPI18120041 Discovery Central Services (Pty) Ltd Risk engineering for commercial insurance

FPI18120042 FPI Centre for Professional Development Ethics 2 Webinar – Unpacking the various ombud reports

FPI18120043 VAPS Consulting (Pty) Ltd Introduction to short-term insurance

FPI18120044 PPS Academy, a division of PPS Insurance (Pty) Ltd Class of Business Training: Investments

FPI18120045 PPS Academy, a division of PPS Insurance (Pty) Ltd Class of Business Training: Long Term Insurance

FPI18120045 PPS Academy, a division of PPS Insurance (Pty) Ltd Class of Business Training: Long Term Insurance

FPI18120046 Carmen Venter Marital Regimes and Financial Planning

FPI18120047 Succession Financial Planning Advisory Services (Pty) Ltd SFP Regional Meeting

FPI18120048 Succession Financial Planning Advisory Services (Pty) Ltd

Succession Practice Development Course Module 3 –

Your advice process



Basic Business Planning



Basic Business Planning

FPI18120051 Glacier Financial Holdings (Pty) Ltd Master the world of investments: Countering Cash


KIC Start Session – Divorce and its implications to the

pension fund


KIC Start Session – Moving Group Business from one

insurer to another


FPI18120055 Sanlam Life Insurance Limited Cybersafe Online Programme

FPI18120056 Carmen Venter Law of Succession and Planning

FPI18120057 Alexander Forbes Financial Services Lunch n Learn December 2018

FPI18120058 Allan Gray Unit Trusts Managers RF Limited (Pty) Ltd Allan Gray Behavioural Coaching Programme Module 3

FPI18120059 Old Mutual Wealth Review Programme


Pension Fund Regulations 37, 38 & 38 – understanding

default options, annuity strategy and retirement

benefit counselling

FPI18120061 Octomate (Pty) Ltd Pension Fund Benefits Programme

FPI18120062 FPI Centre for Professional Development Online Course Retirement Fund Governance

FPI18120063 FPI Centre for Professional Development Online Course Advanced Employee Benefits and Tax

FPI18120064 FPI Centre for Professional Development Online Course: Employee Benefits and Client Engagement


Online Course Employee Benefits: Risk and Structuring

of Risk Benefits

FPI18120066 FPI Centre for Professional Development Online Course: Employee Benefits Dispute resolution

FPI18120067 FPI Centre for Professional Development Pension Fund Regulations

FPI8120068 FPI Centre for Professional Development Employee Benefits and Tax

FPI18120069 FPI Centre for Professional Development Risk and Business Assurance

FPI18120070 FPI Centre for Professional Development Online Course: Investment Planning (INPLA1-OS)

FPI18120071 FPI Centre for Professional Development Presentation Skills for Financial Planners

FPI18120072 Fundnews Africa CC HedgeNews Africa Symposium 2019

FPI18120073 Allan Gray Unit Trusts Managers RF Limited (Pty) Ltd Allan Gray Business Transformation 2018 - Session 3

FPI18120074 PSG Wealth Financial Planning (Pty) Ltd PSG Asset Management Key client event with Max du Preez

FPI18120075 PSG Wealth Financial Planning (Pty) Ltd Dr Azar Jammine’s Outlook for the South African Economy

FPI18120076 Discovery Central Services (Pty) Ltd Basics of Financial Planning

FPI19010001 Comply Law CC CPD Presentation

FPI19010002 Octomate (Pty) Ltd Personal Lines Property Insurance

FPI19010003 Octomate (Pty) Ltd Personal Lines Motor Insurance

FPI19010004 Octomate (Pty) Ltd Personal Lines Accident and Health Insurance

FPI19010005 Allan Gray Unit Trusts Managers RF Limited (Pty) Ltd Allan Gray Fund Provider Workshop January 2019

FPI19010006 Octomate (Pty) Ltd PL Liability Policy

FPI19010007 Octomate (Pty) Ltd Personal Lines Transportation Policy

FPI19010008 Octomate (Pty) Ltd Long Term Reinsurance Policies

FPI19010009 Octomate (Pty) Ltd PL Short-term Reinsurance Policies

FPI19010010 Discovery Central Services (Pty) Ltd The finer details of short-term insurance contracts

FPI19010011 PPS Investments (Pty) Ltd Talking Points Roadshow

FPI18010012 Octomate (Pty) Ltd Sinking Fund Policies

FPI19010013 Octomate (Pty) Ltd Fund Policies

FPI19010014 Masthead (Pty) Ltd FICA Online Course

FPI19010015 Masthead (Pty) Ltd Ethics & Corporate Governance Online Course


Category I FSPs without a CO – how to complete your

Compliance Report

FPI19010017 Fairtree Asset Management (Pty) Ltd Feedback with Fairtree

FPI19010018 Old Mutual Corporate Regional Collaborations Risks of Medical Underwriting


KIC Start Sessions – Local and Global Economics and

the recent Market turmoil


Module 1: Role Based Training: Overview of Anti

Money Laundering, Counter-Terrorist Financing

FPI19010021 Old Mutual Personal Finance Module 2: Role Based Training: Old Mutual Group Obligations


Module 3: Role Based Training: Old Mutual AML/CTF

Governance


Module 5: Role Based Training: Risk Based Approach

to Risk Management

FPI19010024 Old Mutual Personal Finance Module 6 - Role Based Training: Client Due Diligence

FPI19010025 Old Mutual Personal Finance Module 7: Role Based Training: Enhanced Due Diligence

FPI19010026 Old Mutual Corporate Investment Fundamentals Training

FPI19010027 Sanlam Life Insurance Limited Essentials of Business Assurance


Module 4: Role Based Training: Employee Training

Requirements

FPI19010029 Old Mutual Personal Finance Module 8: Role Based Training: Ongoing Due Diligence

FPI19010030 Old Mutual Personal Finance Module 9: Role Based Training: Prominent Person Screening

FPI19010031 Old Mutual Personal Finance Module 10: Role Based Training: Sanctions Screening

FPI19010032 Old Mutual Personal Finance Module 11: Role Based Training: Statutory Reporting

FPI19010033 Old Mutual Personal Finance Module 12: Role Based Training: Record Keeping

FPI19010034 Sanlam Life Insurance Limited Sanlam Aligned Financial Planning: Regional Meeting

FPI19010035 Investec Asset Management (Pty) Ltd 2019 Market and funds outlook with our portfolio managers

FPI19010037 Associated Compliance IOT is here: Internet of things Eclipses the internet of people


13 Vertical farming innovations that could

revolutionize agriculture.

FPI19010039 Associated Compliance Five Industries embracing the AI drone revolution

FPI19010040 Associated Compliance UK Government agrees Brexit plan


Reinventing Human resources: What HR leaders need

to know about workplace AI

FPI19010042 Associated Compliance Amsterdam is getting a 3D Printed bridge

FPI19010043 Associated Compliance Agri Facts and Trends


Understanding prescribed minimum benefits – two-day

programme

FPI19010045 Discovery Central Services (Pty) Ltd Market Performance

FPI19010046 Sanlam Life Insurance Limited SEB Legal Assessment March till September 2018

FPI19010047 Sanlam Life Insurance Limited Intermediary Digital Enablement


KIC Start Sessions: FAIS Fit & Proper requirements-

implications


Investment Committee


Rep Supervision 2019

FPI19010051 Moonstone Business School of Excellence (Pty) Ltd Personal Financial Management and Budgeting

FPI19010052 Moonstone Business School of Excellence (Pty) Ltd Ethics Course

FPI19010053 Moonstone Business School of Excellence (Pty) Ltd Protection of Personal Information Act 4 of 2013 (POPIA)

FPI19010054 Moonstone Business School of Excellence (Pty) Ltd Retirement Funds Section 37 C

FPI19010055 Infinitus Risk Management Service (Pty) Ltd New FIC Amendment Act – RMCP Workshop

FPI19010056 Sanlam Life Insurance Limited CPD Masterclass Feb 2019

FPI19010057 Coronation Management Company Coronation Kick off 2019


Anti-Money Laundering Counter-Terrorist Financing &

Tax Invasion

FPI19010060 Associated Compliance POPI Act – Condition 1 Accountability and Responsibility

FPI19010061 Associated Compliance POPI Act – Condition 2 Processing Limitations

FPI19010062 ABSA Group Limited Tax Free Investments

FPI19010063 ABSA Group Limited Retail Pension Fund Benefits

FPI19010064 ABSA Group Limited Collective Investment Schemes


Protection of Personal Information Act - Introduction

to POPI Act

FPI19010066 Prudential Portfolio Managers Unit Trusts Limited Pruview with David Knee & Michael Moyle

FPI19010067 Prudential Portfolio Managers Unit Trusts Limited Pruview with Miranda van Rensburg

FPI19010068 Investec Asset Management (Pty) Ltd Budget Review Session

FPI19010069 Sanlam Life Insurance Limited POPI Course online

FPI19010070 Sanlam Life Insurance Limited Q4 2018 Quarterly Investments Committee Meeting


Session with Allan Gray - Getting the most out of your

investments

FPI19010072 Old Mutual Investment Group (Pty) Ltd Webinar: What we got in 2018 and what to expect in 2019

FPI19010073 Discovery Central Services (Pty) Ltd Basics of financial planning workshop

FPI19010074 Old Mutual Wealth Old Mutual Multi Managers - Meet the Managers

FPI19010075 BrightRock Life Limited BrightRock Claims Showcase 2019

FPI19010076 Marriot Asset Management (Pty) Ltd

Marriott Road Show Presentation

Jan/Feb 2019

FPI19010077 Foord Asset Management (Pty) Ltd Mind of the Manager


Investment Insights Roadshow – Mapping Tomorrow,

the Future of Finance

FPI19020001 Sanlam Life Insurance Limited FP2 Business Assurance course

FPI19020002 Momentum, a division of MMI Holdings Market Conduct

FPI19020003 ICTS Monthly forum: COFI

FPI19020004 Discovery Central Services (Pty) Ltd Budget roundup

FPI19020005 Chartered Financial Analyst Society of South Africa NPC Ronak Gopaldas Speaker Presentation

FPI19020006 Investec Asset Management (Pty) Ltd Global investing - opportunities and risks in 2019

FPI19020007 Bridge Fund Managers (Pty) Ltd 2019: Risks and Opportunities. Be prepared for both!

FPI19020008 GTC Pty (Ltd) Market and Portfolio update

FPI19020009 Old Mutual Wealth Investment Briefing Jan and Feb 2019


FPI19020011 Boutique Collective Investments Glacier BCI Boutique Manager Series: Local and Global Equity Outlook

FPI19020012 Asset TV Masterclass - outlook 2019

FPI19020013 Nedgroup Investments (Pty) Ltd Nedgroup Investments Morningstar Behavioural Finance

FPI19020014 Associated Compliance FAIS as it applies to F&I's

FPI19020015 Associated Compliance FICA as it applies to F&I's

FPI19020016 Associated Compliance TCF programme for F&I's

FPI19020017 Associated Compliance National Credit Act for F&I's

FPI19020018 Associated Compliance A decade after the financial crisis

FPI19020019 ABSA Group Limited Estate Planning Refresher

FPI19020020 ABSA Group Limited Income tax and CGT Refresher

FPI19020021 ABSA Group Limited Post-retirement Planning

FPI19020022 ABSA Group Limited Endowment Policies

FPI19020023 ABSA Group Limited Client Advisory Framework Review

FPI19020024 ABSA Group Limited Client Advisory Framework Implement

FPI19020025 ABSA Group Limited Client Advisory Framework Accreditation Assessment

FPI19020026 ABSA Group Limited Client Advisory Framework Advice

FPI19020027 ABSA Group Limited Client Advisory Framework - Consult

FPI19020028 Momentum, a division of MMI Holdings MFP Planner Conference

FPI19020029 Sanlam Life Insurance Limited Estate Planning FP 2

FPI19020030 Associated Compliance Implementation of sulphur 2020 limit - Carriage ban adopted

FPI19020031 Associated Compliance A business owner’s guide to insurance

FPI19020032 Coronation Asset Management Coronation Women’s Day Breakfast 2018

FPI19020033 Coronation Asset Management Talking Investments with Coronation

FPI19020034 Citadel Investement Services (Pty) Ltd CAM Investment Presentation

FPI19020035 FMI, a Division of Bidvest Life Future Insurability Workshops

FPI19020036 Sanlam Life Insurance Limited Short term insurance Fundamentals Course online

FPI19020037 Sanlam Life Insurance Limited Internet of Things Course online

FPI19020038 Sanlam Life Insurance Limited FICA Course online

FPI19020039 FPI Centre for Professional Development Budget Review Trilogy 2019 – JHB

FPI19020040 FPI Centre for Professional Development Budget Review Trilogy 2019 – CT

FPI19020041 FPI Centre for Professional Development Budget Review Trilogy 2019 – DBN

FPI19020042 STANLIB Wealth Management STANLIB Asset Management Roadshow

FPI19020043 Liberty Life Investment Planning Academy/Workshops

FPI19020044 Liberty Life Estate Planning Course

FPI19020045 FPI Centre for Professional Development Introduction to Estate and Retirement Training Assupol

FPI19020046 Associated Compliance SHA Liability Programme

FPI19020047 Anchor Financial Services

Anchor Roadshow February 2019 - Where the Money

Will be Made

FPI19020048 Associated Compliance Hollard Commercial Property Risk Management Event

FPI19020049 Sanlam Life Insurance Limited SanTrust

FPI19020050 Sanlam Life Insurance Limited Consultants Training -Tax

FPI19020051 Octomate (Pty) Ltd Motor Fleet Management

FPI19020052 Octomate (Pty) Ltd Cyber Insurance: An opportunity for Commercial Lines Business

FPI19020053 Octomate (Pty) Ltd Insurance Telematics: A game changer

FPI19020054 Sanlam Life Insurance Limited ACA and Simeka Consultants Forum

FPI19020055 Octomate (Pty) Ltd Business Interruption Cover

FPI19020056 Masthead (Pty) Ltd POPI Online Course 2019


Requirements and impact of FICA on accountable

institutions 2019


Understanding the Requirements and Impact of FICA

on Accountable Institutions 2019

FPI19020059 Derividoc CC ISDA Agreement programme

FPI19020060 Boutique Collective Investments BCI Boutique Investment Seminars - Roadshow

FPI19020061 Anchor Financial Services Presentation to SFP My Returns are Poor – Now What?

FPI19020062 Sanlam Life Insurance Limited TCF Course online

FPI19020063 Sanlam Life Insurance Limited Succession Financial Planning Annual Conference


Business Assurance: Estate Duty implications

applicable to key person, contingent liability and buy

and sell structures

FPI19020065 Allan Gray Unit Trusts Managers RF Limited (Pty) Ltd The Allan Gray Tax & Legal Update 2019

FPI19020066 Discovery Central Services (Pty) Ltd Estate Planning Conference

FPI19020067 Asset TV Ethics & Standard Practice – Unpacking Twin Peaks


Nedgroup Investments Morningstar Behavioural

Finance

Programme – Module 4 – afternoon sessions

FPI19020069 The Institute of Health Risk Managers (Pty) LtdAdverse selection and non-disclosure impact on

medical schemes 22 February 2019

FPI19020070 Momentum, a division of MMI Holdings Momentum & Efficient Wealth partnership workshop

FPI19020071 Glacier Financial Holdings (Pty) Ltd Glacier Investment Summit – The virtual horizon

FPI19020072 Council for Medical Schemes Fraud Waste and Abuse Summit

FPI19020073 Sanlam Life Insurance Limited Peregrine Falcon Workshop

FPI19020074 Glacier Financial Holdings (Pty) Ltd Glacier Asset Manager Day Eest London

FPI19020075 Liberty Life Managing Information - Sales Leader

FPI19020076 Momentum, a division of MMI Holdings Legislative Update

FPI19020077 Investec Asset Management (Pty) Ltd Breakfast Meeting with Gail Daniel

FPI19020078 Allegiance Consulting (Pty) Ltd Avalon FNA and Estate Planning Module

FPI19020079 Allegiance Consulting (Pty) Ltd Business Assurance Refresher and Case Study

FPI19020080 Allegiance Consulting (Pty) Ltd Avalon Wealth Planning Module


FPI18020082 Moonstone Business School of Excellence (Pty) Ltd Introduction to short-term insurance

FPI19020083 PSG Wealth Financial Planning (Pty) Ltd PSG Outlook 2019

FPI19020084 STANLIB Wealth Management INN8 Practice Management Development Session

FPI18020085 Sanlam Life Insurance Limited FICA Amendments and CDD 2019 Accreditation for intermediaries


FPI19020087 Momentum, a division of MMI Holdings Employee Relations Workshop

FPI19020088 Momentum, a division of MMI Holdings POPIA Clean Desk Policy

FPI19020089 Liberty Life Business Assurance Refresher and Case Study

FPI19020090 PSG Wealth Financial Planning (Pty) Ltd PIAF Forum Update

FPI19020091 Jardine Lloyd Thompson (Pty) Ltd JLT University – Anti-Bribery & Corruption online module

FPI19020092 Jardine Lloyd Thompson (Pty) Ltd JLT University – Anti-Money Laundering online module

FPI19020093 Jardine Lloyd Thompson (Pty) Ltd JLT University – Conflicts of Interest online module

FPI19020094 Jardine Lloyd Thompson (Pty) Ltd JLT University – Information Security online module

FPI19020095 Jardine Lloyd Thompson (Pty) Ltd JLT University – Complying with Sanctions online module

FPI19020096 Jardine Lloyd Thompson (Pty) Ltd JLT University –Risk Management online module

FPI19020097 Associated Compliance SHA Crime Stats Analysis

FPI19020098 Associated Compliance CPA for F&I's

FPI19020099 Associated Compliance Hollard Trucking Risks Presentation

FPI190200100 Associated Compliance Insurance Apprentice - Judges

FPI190200101 Associated Compliance Insurance Apprentice - Contestants

FPI190200102 Associated Compliance Insurance Apprentice - Viewers

FPI190200103 ABSA Group Limited Overview of Long-term Insurance Assistance Policies

FPI190200104 ABSA Group Limited Overview of Long-term Insurance Life Risk policies

FPI190200105 Sanlam Life Insurance Limited Sanlam Corporate Client Engagements

FPI190200106 Old Mutual Investment Group (Pty) Ltd 2019 Budget Review

FPI190200107 Intelligo Solutions (Pty) Ltd FAIS Act Compliance Abridgment

FPI190200108 Analytics Consulting (Pty) Limited Securities Investment Committee

FPI190200109 Octomate (Pty) Ltd

Exploring the Impact of Technology, Innovation and

Block Chain on commercial lines

FPI190200110 FPI Centre for Professional Development 2018 Webinar: Basics of reinsurance

FPI190200111 FPI Centre for Professional Development Webinar: Townhall session

FPI190200112 The Collaborative Exchange (Pty) Ltd The Investment Forum 2019

FPI190200113 Sanlam Life Insurance Limited Sanlam for Professionals Top Achievers Conference

FPI190200114 Sanlam Life Insurance Limited Sanlam 2019 Roadshow

FPI190200115 Discovery Central Services (Pty) Ltd Cyber risk

FPI190200116 Discovery Central Services (Pty) Ltd Theory of financial planning workshop

FPI190200117 Discovery Central Services (Pty) Ltd Financial Needs Analysis (FNA) practical application workshop

FPI19020118 Foord Asset Management (Pty) Ltd Foord: Forward Thinking

FPI190200119 Schroder’s Unit Trusts Limited Schroders Investment Symposium 2019

FPI19030001 FPI Centre for Professional Development Article: SARB MC

FPI19030002 FPI Centre for Professional Development Article: Market and Economic Outlook

FPI19020003 FPI Centre for Professional Development Article: 2019 Financial market outlook

FPI19030004 FPI Centre for Professional Development Article: Economics at a glance

FPI19030005 FPI Centre for Professional Development Article: 2019 Economic Outlook

FPI19030006 FPI Centre for Professional Development Article: Economic Market Commentary

FPI19030007 FPI Centre for Professional Development Article: Budget Flashpoints

FPI19030008 PSG Wealth Financial Planning (Pty) Ltd

Fire Protection

Module 1: Overview of fire legislation in South Africa

FPI19030009 Sanlam Life Insurance Limited Succession Western Cape Kick-off 2019

FPI19030010 FPI Centre for Professional Development Webinar Underwriting Management Agency

FPI19030011 Liberty Life Risk Workshop

FPI19030012 Efficient Wealth Efficient Wealth

FPI19030013 OUTsurance Insurance Company OUTCential OUTfo

FPI19030014 Moonstone Business School of Excellence (Pty) Ltd Short Term Insurance and Validation of Claims

FPI19030015 PPS Academy, a division of PPS Insurance (Pty) Ltd Fundamentals of Financial Planning: Risk Planning

FPI19030016 Efficient Private Clients (Pty) Ltd The Market Call

FPI19030017 The Institute of Health Risk Managers (Pty) Ltd Class of Business - Health Services Benefits

FPI19030018 Boutique Collective Investments

BCI Boutique Investment Seminars – Roadshow DBN,

JHB and PTA


The Children’s Act and the Medical Schemes Act:

managing the overlaps AND

The revised PMB package

FPI19030020 Sanlam Life Insurance Limited Kick off Planning Session


Momentum Development Series: Business Assurance

Workshop 1

FPI19030022 Momentum, a division of MMI Holdings Outcome Matters

FPI19030023 Investec Asset Management (Pty) Ltd IMS Insights

FPI19030024 eStudy (Pty) Ltd Class of Business: Long Term Insurance

FPI19030025 eStudy (Pty) Ltd Class of Business: Short-term Insurance Personal Lines

FPI19030026 Discovery Central Services (Pty) Ltd Machine learning in short-term insurance

FPI19030027 Boutique Collective Investments Boutique Collective Investment Seminar WC

FPI19030028 Old Mutual Corporate KIC Start Sessions: 2018 Investment Review

FPI19030029 Old Mutual Wealth EAC Module

FPI19030030 Octomate (Pty) Ltd NCA Programme

FPI19030031 Discovery Central Services (Pty) Ltd Medical inflation and how it is calculated

FPI19030032 Discovery Central Services (Pty) Ltd Taxation of Investment Wrappers

FPI19030033 The Institute of Health Risk Managers (Pty) Ltd Tax implications for medical expenses 2019/2020


Insider Trading and Market Manipulation Training

Interactive Workshop

FPI19030035

Structured Retail Products, a division of Euromoney

Global Limited SRP Africa Conference 2019

FPI19030036 Old Mutual Wealth Old Mutual Wealth Client Presentation 2019

FPI19030037 Old Mutual Corporate Old Mutual SuperFund Summit 2019

FPI19030038 PPS Investments (Pty) Ltd Is ‘cash’still king?

FPI19030039 Compliance and Learning Center (Pty) Ltd The internet of things and Insurance

FPI19030040 Compliance and Learning Center (Pty) Ltd New Supervisory Arrangements

FPI19030041 Investec Asset Management (Pty) Ltd Taking Stock Summer 2019

FPI19030042 Circulus Online Budget Review 2019

FPI19030043 Old Mutual Personal Finance Retirement Planning (Pre-retirement) online 2019


Budget and Legal Technical Update – Economic

Update post-budget



Workshop 2



Workshop 3



Workshop 4

FPI19030048 Masthead (Pty) Ltd BofAML 20th Annual Sun City Conference 2019

FPI19030049 Citadel Investement Services (Pty) Ltd

FICA: Risk Management and Compliance Programme

Module 1& 2

FPI19030050 PPS Investments (Pty) Ltd Prescient/PPS Fund presentation

FPI19030051 Investec Asset Management (Pty) Ltd Navigating your way through 2019 investment waters

FPI19030052 Associated Compliance Navigating a world of disruption

FPI19030053 Associated Compliance Sanctions Clause in Marine Insurance Put to the test

FPI19030054 Associated Compliance Legislative Update Services Under supervision

FPI19030055 Associated Compliance Legislative Update COFI Bill

FPI19030056 Associated Compliance FAIS Fit & Proper for HR Managers

FPI19030057 Associated Compliance FAIS, FICA & POPI Workshop

FPI19030058 Ripple Effect 4 (Pty) Ltd Ethics Programme

FPI19030059 Discovery Central Services (Pty) Ltd Retirement, Tax Online Programme

FPI19030060 Octomate (Pty) Ltd The Need for Financial Planning

FPI19030061 Octomate (Pty) Ltd POPI Act

FPI19030062 Octomate (Pty) Ltd CL: Accident and Health

FPI19030063 Glacier Financial Holdings (Pty) Ltd Glacier Round Table Session Q1

FPI19030064Glacier Financial Holdings (Pty) Ltd

East Rand Asset Manager Day - March 2019

FPI19030065 Derividoc CC The 2011 Global Master Repurchase Agreement

FPI19030066 Investec Asset Management (Pty) Ltd RMB Morgan Stanley Roadshow

FPI19030067 Investec Asset Management (Pty) Ltd Annual Compliance Refresher Training

FPI19030068 Investec Asset Management (Pty) Ltd SA Economic Outlook – Politics persistently pivotal

FPI19030069 Investec Asset Management (Pty) Ltd RMB Pre-budget Roadshow

FPI19030070 Sanlam Life Insurance Limited Section 9ha Day of Opportunities

FPI19030071 Regarding Capital Management

Size Matters – Why today’s opportunities outweigh the

macro risks


Core – Session Momentum IFA Engagement (Focusing

on African Brokers)

FPI19030073 Rand Merchant Bank RMB Global Markets Seminar 2019

FPI19030074 Nedgroup Investments (Pty) Ltd Fund Manager Workshops and Roadshow 2019


NFP Presentation – Economic update and Select Fund

update – March 2019

FPI19030076 Old Mutual Wealth Old Mutual Wealth Initial Engagement and Goal setting module

FPI19030077 Old Mutual Wealth Old Mutual Wealth Developing Scenarios Module

FPI19030078 Old Mutual Wealth Old Mutual Wealth Induction Module 1

FPI19030079 Old Mutual Wealth Old Mutual Wealth Integrator Module

FPI119030080 Chartered Financial Analyst Society of South Africa NPC

Courageous Conversation Ethics Workshop with Wendy

Addison


The Systemic Risk and the Investment Professional by

Robert Jenkins

FPI119030082 Investment Analyst Society of South Africa The size & reach of retirement fund industry in SA

FPI19030083 Nedgroup Investments (Pty) Ltd Legal Update 2019

FPI19030084 Nedgroup Investments (Pty) Ltd Nedgroup International Summit 2019

FPI19030085 Discovery Central Services (Pty) Ltd Protection of personal information

FPI19030086 Amity Investment Solutions (Pty) Ltd Amity Master Class – Connecting Wealth to Life

FPI19030087 Sanlam Life Insurance Limited ACA Consultants Forum

FPI19030088 Sanlam Life Insurance Limited Graviton Wealth Managers Q4

FPI19030089 Ripple Effect 4 (Pty) Ltd Ripple Effect 4 STI Broker Event

FPI19030090 Alexander Forbes Financial Planning Consultants (Pty) Ltd Wisdom Wednesdays – Managing your Financial Behaviour

FPI19030091 Sanlam Life Insurance Limited Succession Financial Planning – Business Upskilling Workshop

FPI19020092 Glacier Financial Holdings (Pty) Ltd SP2 Investment Focus

FPI19020093 Allan Gray Unit Trusts Managers RF Limited (Pty) Ltd Module 3 Group Coaching Sessions

FPI19020094 Allan Gray Unit Trusts Managers RF Limited (Pty) Ltd Module 4 Behavioural coaching Feb 2019

FPI19030095 Old Mutual Investment Group (Pty) Ltd Reshape your thinking


FPI19030097 Octomate (Pty) Ltd Motor Fleet Underwriting for Beginners

FPI19030098 Octomate (Pty) Ltd Self-driving cars

FPI19030099 Octomate (Pty) Ltd Managing Fire and Its Devastating Effects

FPI190300100 Octomate (Pty) Ltd CL: Engineering Policy

FPI190300101 Octomate (Pty) Ltd CL: Gurantee Policy

FPI190300102 Sanlam Life Insurance Limited Sales Exco Meeting

FPI190300103 Glacier Financial Holdings (Pty) Ltd Glacier International Roadshow

FPI190300104 Discovery Central Services (Pty) Ltd Introduction to commercial insurance

FPI190300105 Sanlam Life Insurance Limited Inheritance & your child’s future

FPI190300106 Discovery Central Services (Pty) Ltd Offshore Pension Tax

FPI190300107 Noble Private Portfolios (Pty) Ltd Noble Belegging en Ekonomiese aanbieding

FPI190300108 Glacier Financial Holdings (Pty) Ltd Glacier Budget Session

FPI190300109 Discovery Central Services (Pty) Ltd Annual Compliance Refresher


FPI190300111 Alexander Forbes Financial Planning Consultants (Pty) Ltd Wisdom Wednesdays – Understanding What Clients Need

FPI190300112 Discovery Central Services (Pty) Ltd Introduction to wellness in life insurance


FPI190300114 Allan Gray Unit Trusts Managers RF Limited (Pty) Ltd East Rand Fund Provider Workshop

FPI190300115 Milpark Education Investments (Class of Business) INVEST1-OS

FPI190300116 Milpark Education Pension Fund Benefits (Class of Business) PFBEN1-OS

FPI190300117 Milpark Education Short term: Commercial Lines (Class of Business) STICL1-OS

FPI190300118 Milpark Education Long-term Insurance: awaiting correct documents

FPI190300119 Milpark Education Forex Investment (Class of Business) FORIN1-OS

FPI190300120 Milpark Education Structured Deposits

FPI190300121 Milpark Education Short-term and Long-term deposits - STLTD1-OS

FPI190300122 Milpark Education Short term: Personal Lines (Class of Business) STIPL1-OS

FPI190300123 Milpark Education Health Services Benefits (HSBEN1-OS)

FPI190300124 Discovery Central Services (Pty) Ltd Ensuring your clients have sufficient maternity cover

FPI190300125 Morningstar Investment Management (Pty) Ltd Managed Portfolio Report backs

FPI190300126 Morningstar Investment Management (Pty) Ltd Portfolio Report backs

FPI190300127 Associated Compliance SHA Automotive Liability Risks

FPI190300128 Associated Compliance SHA Building Industry Liability Risks

FPI190300129 Associated Compliance SHA Machinery Liability Risk Exposures

FPI190300130 Associated Compliance SHA Hospitality Industry Liability Risk Exposures

FPI190300131 Associated Compliance SHA Food Retail Liability Risk Exposures

FPI190300132 Associated Compliance SHA Hardware Store Liability Risk Exposures

FPI190300133 Associated Compliance SHA Garden Maintenance Liability Risk Exposures

FPI190300134 Associated Compliance SHA Food & Beverage Business Liability Risks

FPI190300135 Associated Compliance SHA Electrical Goods Manufacturing Liability Risk Exposures

FPI190300136 Associated Compliance SHA Electrical Contractors Liability Risk Exposures

FPI190300137 Associated Compliance SHA Consumer Appliance Business Liability Risks

FPI190300138 Associated Compliance SHA Clothing Industry Liability Risks

FPI190300139 Associated Compliance SHA Automotive Liability Risks

FPI190300140 Benguela Health Solutions History of Health Funding in South Africa

FPI190300141 Benguela Health Solutions Managed Care

FPI190300142 Benguela Health Solutions Medical Scheme Product Design

FPI190300143 Momentum, a division of MMI Holdings Estate planning done right

FPI190300144 PPS Academy, a division of PPS Insurance (Pty) Ltd 2019 Budget Speech Review

FPI190300145 PPS Academy, a division of PPS Insurance (Pty) Ltd Fundamentals of Financial Planning: Risk Planning

FPI190300146 PPS Academy, a division of PPS Insurance (Pty) Ltd Introduction to Business Assurance Online Course

FPI190300147 PPS Academy, a division of PPS Insurance (Pty) Ltd Introduction to Business Assurance Face to Face

FPI190300148 Sanlam Life Insurance Limited Consultants Training King IV


FPI190300150 Discovery Central Services (Pty) Ltd 2019 Budget Speech

FPI190300151 Sanlam Life Insurance Limited Consultants Training Section 37C & 37D

FPI190300152 Sanlam Life Insurance Limited Business Assurance - The latest Court Cases

FPI190300153 Sanlam Life Insurance Limited ACA and Simeka Consultants Forum


FPI190300155 Old Mutual Personal Finance Retirement Planning (Post retirement) online 2019

FPI190300156 Octomate (Pty) Ltd CL: Motor Policy

FPI190300157 Octomate (Pty) Ltd CL: Transportation Policy

FPI190300158 South African Institute of Stockbrokers Equities Compliance Officers Training

FPI190300159 Fundhouse Advisor (Pty) Ltd

Meeting the challenge of Investor Behaviour through

Behavioural

FPI190300160 Sanlam Life Insurance Limited Supervision Going Forward


Why ethical people do unethical things, and what a

financial planning business can do about it

FPI190300162 Expert Advisor Accelerator (Pty) Ltd Client Engagement Sales & Training Workshop 1

FPI190300163 Expert Advisor Accelerator (Pty) Ltd FNA Training and how to sell from the FNA


FPI190300165 Momentum, a division of MMI Holdings Funds at Work Session

FPI190300166 PSG Wealth Financial Planning (Pty) Ltd PSG Wealth Strategy Session

FPI190300167 Momentum, a division of MMI Holdings Advisory Workshop

FPI190300168 SAIFAA IFA SAIFAA Workshop


FPI190300170 Ashburton Fund Managers Proprietary Limited Fixed Income & Equities Roadshow

FPI190300171 Discovery Central Services (Pty) Ltd Invest Workshops


Saving for retirement: Retirement annuity (RA) versus

pension or provident fund


Optimal Investment Decision-Making: A Behavioural

Perspective

FPI190300174 Asset TV Masterclass – MASTERING INDEX TRACKING

FPI190300175 Momentum, a division of MMI Holdings IPAC Meeting

FPI190300176 Momentum, a division of MMI Holdings Momentum Consult KZN Quarterly meeting

FPI190300177 Momentum, a division of MMI Holdings Momentum Consult Cape Provincial Conference Long-term

FPI190300178 Momentum, a division of MMI Holdings Momentum Consult Cape Provincial Conference Short-term

FPI190300179 PSG Wealth Financial Planning (Pty) Ltd PSG Wealth Solutions February 2019

FPI190300180 PSG Wealth Financial Planning (Pty) Ltd PSG Insure Strategy Session 21 February 2019

FPI180300181 Octomate (Pty) Ltd CL: Miscellaneous Policy

FPI19040001 PSG Wealth Financial Planning (Pty) Ltd Fire Protection: Module 2

FPI19040002 Old Mutual Wealth Old Mutual Multi-Managers: Northwest

FPI19040003 Milpark Education Advanced Employee Benefits & Tax

FPI19040004 Milpark Education Employee Benefits Dispute Resolution

FPI19040005 Milpark Education Employee benefits and Tax

FPI19040006 Old Mutual Wealth Insights Exchange – Mind the Behaviour gap


KIC Start Sessions: An OM Perspective on the

Economic Outlook for 2019

FPI19040008 Integrity Academy (Pty) Ltd Behaviours and Emotions in Financial Planning

FPI19040009 VAPS Consulting (Pty) Ltd Supervision-understanding the new criteria

FPI19040010 Integrity Academy (Pty) Ltd Regulatory Update 2019


Employee Benefits: Risk and Structuring of Risk

Benefits EMBEN1-OS


2019 Election Preview - unpacking our current

political landscape

FPI19040013 Milpark Education Employee Benefits and Client Engagement EBCEN1-OS


Estate planning: Succession planning for Businesses

ESPBU1-OS

FPI19040015 Milpark Education King IV and Retirement Funds KREFU1-OS

FPI19040016 Milpark Education Managing risk in clients’ portfolios MRCPO1-OS


FPI19040018 Milpark Education Fundamentals of Business Interruption Insurance

FPI19040019 Milpark Education Global Investment Strategies

FPI19040020 Milpark Education Investment Planning and the Economy

FPI19040021 Milpark Education Investment Planning for Business Owners

FPI19040022 Milpark Education Investment Planning INPLA1-OS

FPI19040023 Milpark Education Investment Planning Products IPLFP1-OS

FPI19040024 Milpark Education Ombud's cases and ethical considerations

FPI19040025 Milpark Education Pension Fund Regulations

FPI19040026 Milpark Education Practice Management

FPI19040027 Milpark Education Presentation Skills for Financial Planners

FPI19040028 FMI, a Division of Bidvest Life

Claims 2019 Workshops – Discovering sales

opportunities through a claims lens

FPI19040029 Integrity Academy (Pty) Ltd Roadmap to financial wellness for your client

FPI19040030 Milpark Education Regulation 28 and in-fund investments

FPI19040031 Schroder’s Unit Trusts Limited Schroder Economy Update

FPI19040032 ICS Academy (Pty) Ltd

Marketing and Advertising – An overview in the

context of FAIS and CISCA - 2019


STANLIB Quorum and Investment Centres and

Boardroom Lunches

FPI19040034 STANLIB Wealth Management INN8 Practice Management Development Session Johannesburg

FPI19040035 Milpark Education Medical Scheme Performance

FPI19040036 Milpark Education Retirement Fund Governance

FPI19040037 Milpark Education Risk and Business Assurance

FPI19040038 Milpark Education Retirement Fund Risk Management

FPI19040039 Milpark Education Risk Management Considerations for a Financial Planning Practice

FPI19040040 Milpark Education Tax Planning for Businesses

FPI19040041 Milpark Education The Investor and Investment Planning

FPI19040042 Milpark Education Umbrella funds options, including costing

FPI19040043 PSG Wealth Financial Planning (Pty) Ltd PSG Elite Purposeful Portfolios

FPI19040044 Octomate (Pty) Ltd Cyber Insurance Master Class

FPI19040045 Octomate (Pty) Ltd Business Interruption Beginners Class

FPI19040046 Centre for Professional Development Investing for the medium term (Momentum)

FPI19040047 Circulus Online Business Assurance Session Privee

FPI19040048 Alexander Forbes Financial Planning Consultants (Pty) Ltd The Forum Q1

FPI19040049 Morningstar Investment Management (Pty) Ltd Portfolio Reportbacks Q3

FPI19040050 Momentum, a division of MMI Holdings Advisory Workshop

FPI19040051 Allan Gray Unit Trusts Managers RF Limited (Pty) Ltd Allan Gray 2019 - Basic Tax workshop

FPI19040052 Alexander Forbes Financial Planning Consultants (Pty) Ltd Customer Care Workshop

FPI19040053 ABSA Group Limited Absa Asset Managers- Fixed Income Conference

FPI19040054 PPS Academy, a division of PPS Insurance (Pty) Ltd Sales Resilience Course


ASISA IFA Practice Management Programme – Module 3

How you service your clients


Event name ASISA IFA Practice Management

Programme - Module Four: Your

Operations - How you deliver your service to your

clients

FPI19040057 Asset TV

Masterclass – Appropriateness of Smooth Bonus

Portfolios as part of a Pension Fund Investment

Strategy

FPI19040058 Glacier Financial Holdings (Pty) Ltd Prescient Investment Presentation

FPI19040059 Fundhouse Advisor (Pty) Ltd ASISA IFA Practice Management Programme – Module 5

FPI19040060 Sanlam Life Insurance Limited ACA Consultants Forum 28 September 2018

FPI19040061 Momentum, a division of MMI Holdings Estate Planning for Professionals 2019

FPI19040062 Octomate (Pty) Ltd Commercial Claims for businesses

FPI19040063 Octomate (Pty) Ltd Motor Fleet Management Intermediate Class

FPI19040064 Octomate (Pty) Ltd CL: Liability Policy

FPI19040065 Octomate (Pty) Ltd CL: Property Policy

FPI19040066 Alexander Forbes Financial Planning Consultants (Pty) Ltd Financial Planning Worksh89

FPI19040067 Allan Gray Unit Trusts Managers RF Limited (Pty) Ltd Unpacking Retirement Fund Death Benefit


PSG Wealth Work sessions

FPI19040069 The Eventful Group Mastering SAP Financials

FPI19040070 Momentum, a division of MMI Holdings Momentum Partnership Connection Mini-Launch

FPI19040071 ABSA Group Limited KZN Quarter 1 Investments Insights

FPI19040072 Allegiance Consulting (Pty) Ltd Ethics Workshop

FPI19040073 Allan Gray Unit Trusts Managers RF Limited (Pty) Ltd Offshore Update

FPI19040074 ICTS Legal Services (Pty) Ltd NMG Legal Services Forum

FPI19040075 Novia One Group Fintech & Digital Disruption in the Financial Industry

FPI19040076 Novia One Group Fintech & Digital Disruption in the Financial Industry

FPI19040077 Captains and Coaches (Pty) Ltd Sasfin Strategic Planning Session

FPI19040078 The Institute of Health Risk Managers (Pty) Ltd Medical scheme complaint resolution

FPI19040079 The Institute of Health Risk Managers (Pty) Ltd Medical Schemes Underwriting 2019

FPI19040080 Allan Gray Unit Trusts Managers RF Limited (Pty) Ltd Group coaching session module 4

FPI19040081 The Institute of Health Risk Managers (Pty) Ltd Prescribed minimum benefits 2019/2020

FPI19040082 The Institute of Health Risk Managers (Pty) Ltd The healthcare market and demarcation regulations


Central Regional Workshop – Welcome to the art of

financial wellness

FPI19040084 Circulus Online Business Assurance 2019

FPI19040085 Associated Compliance Hollard Life Underwriting Trends Road Show

FPI19040086 The Standard Bank of South Africa Emigration and Offshore Trusts Training

FPI19040087 Liberty Life MOL March 2019

FPI19040088 Associated Compliance SAUMA Conference 2019

FPI19040089 Liberty Life Investing Masterclass Great North

FPI19040090 Associated Compliance Regulatory Update Workshop

FPI19040091 Associated Compliance InsuranceZone Record of Advice Training

FPI19040092 Associated Compliance SCOR Annual Conference 2018

FPI19040093 Prudential Portfolio Managers Unit Trusts Limited Bribery, fraud & Corruption at Bosasa

FPI19040094 Foord Asset Management (Pty) Ltd Eastern Cape Investment Summit

FPI19040095 Centre for Professional Development Onlince Course: Regulation 28

FPI19040096 Infinitus Risk Management Service (Pty) Ltd TCF Program

FPI19040097 Allan Gray Unit Trusts Managers RF Limited (Pty) Ltd 45 years of investing with Allan Gray

FPI19040098 Sanlam Life Insurance Limited Consultants training Rules

FPI19040099 Prudential Portfolio Managers Unit Trusts Limited Mapping the Market’s Mind – The Turkish Lira Case Study

FPI190400100 Boutique Collective Investments BCI Fairtree Presentation

FPI190400101 Novia One Group Invest Management

FPI190400102 Old Mutual International SA Old Mutual International Symposium

FPI190400103 Old Mutual Personal Finance Personal Income Tax

FPI190400104 ICTS Legal Services (Pty) Ltd Allan Gray Legal Forum

FPI190400105 Centre for Professional Development Online Course Investment Planning and the Economy

FPI190400106 The Standard Bank of South Africa Retirement planning workshop

FPI190400107 University of the Free State Financial Coaching

FPI190400108 Old Mutual Personal Finance KZN Top Achievers Engagement session

FPI190400109 Discovery Central Services (Pty) Ltd Business Insurance:Property class

FPI190400110 Momentum, a division of MMI Holdings Employee Relationship Workshop

FPI190400111 Cinnabar Investment Management (Pty) Ltd Cinnabar Quarterly Investment Committee Meeting

FPI190400112 Estate Experts Fiduciary Services (Pty) Ltd Holistic Estate Planning Refresher (Model)

FPI190400113 Glacier Financial Holdings (Pty) Ltd Glacier International Asset Manager Day

FPI190400114 Centre for Professional Development Online Course: Retirement Funds and Risk Management

FPI190400115 Sanlam Life Insurance Limited Glacier Government Employees Pension Fund Session


JSE Bond Market reform - Taming the Sharks with

Andrew Canter, CFA

FPI190400117 Sanlam Sky Business Ethics


Economic Overview & Market Overview and

Momentum Consult Focus Fund Solutions feedback

FPI190400119 Alexander Forbes Financial Services Hot Topics Q1

FPI190400120 Centre for Professional Development Fundamentals of business interruption fundamentals

FPI190400121 PSG Wealth Financial Planning (Pty) Ltd PSG Insure Work sessions

FPI190400122 Sygnia Asset Management Sygnia Roadshow

FPI190400123 Chartered Financial Analyst Society of South Africa NPC The role of pension boards&investments committee

FPI190400124 Analytics Consulting (Pty) Limited RDR Update & Presentation

FPI190400125 Sales Guru

Management Coaching for Financial Planner Managers

1 day Training Program

FPI190400126 STANLIB Wealth Management STANLIB Listed Property Presentation

FPI190400127 Natsure (Pty) Ltd Nature Transforming Insurance Broker Training Roadshow

FPI190400128 Milpark Education Divorce and Estate planning

FPI190400129


Company Limited Ethics Workshop

FPI190400130 Boutique Collective Investments BCI Global Investment Conference 2019

FPI190400131 Momentum, a division of MMI Holdings Momentum Consult Short Term Workshop

FPI190400132 Moonstone Business School of Excellence (Pty) Ltd Fundamentals of income tax and capital gains tax

FPI190400133 University of the Free State Employee Benefits


Understanding, reading and interpreting financial

statements

FPI190400135 Ray Strodl Consulting (Pty) Ltd Changes in Financials and Twin peaks

FPI190400136 Ray Strodl Consulting (Pty) Ltd Current Affairs and Risk for Investment Advice

FPI190400137 Ray Strodl Consulting (Pty) Ltd FAIS Update and new Requirements

FPI190400138 Moonstone Business School of Excellence (Pty) Ltd Business Continuity Planning

FPI190400139 Sanlam Life Insurance Limited Consultants Training – Section 14 Transfers

FPI190400140 Allan Gray Unit Trusts Managers RF Limited (Pty) Ltd Tools Training Workshop

FPI190400141 STANLIB Wealth Management INN8 Michelle Hoskin Webinar

FPI190400142 Allan Gray Unit Trusts Managers RF Limited (Pty) Ltd Allan Gray Update March 2019

FPI190400143 Coronation Asset Management Coronation Minority View – Bi - Annual Event

FPI190400144 Sanlam Life Insurance Limited Broker Sanfin Training


FPI190400146 Centre for Professional Development Regulation 28 and in-fund investments

FPI190400147 Centre for Professional Development Divorce and Estate planning

FPI190400148 Elite Wealth Management(Pty) Ltd Elite Wealth Administration Software Training

FPI190400149 Elite Wealth Management(Pty) Ltd Elite Wealth Financial Planning Software Training

FPI190400150 Analytics Consulting (Pty) Limited Conflict of Interests Update and Presentation

FPI190400151 Allan Gray Unit Trusts Managers RF Limited (Pty) Ltd Allan Gray Business Update & Investment Update

FPI190400152 Sanlam Life Insurance Limited CPD Masterclass IV 2019

FPI190400153 PPS Academy, a division of PPS Insurance (Pty) Ltd Fundamentals of Financial Planning: Retirement Planning

FPI190400154 Compli-Serve SA (Pty) Ltd

Conduct of Business returns, Conduct of Financial

Institutions Bill and the Fintech Impact of Financial

Services

FPI190400155 Infinitus Risk Management Service (Pty) Ltd Operational Ability Requirements, The Key Individuals Responsibilities

FPI190400156 Sanlam Life Insurance Limited Private Client Investment Committee

FPI190400157 Momentum, a division of MMI Holdings Momentum Consult Inland Workshop

FPI190400158 Old Mutual Personal Finance Business Assurance online: personal finance

FPI190400159 Moonstone Business School of Excellence (Pty) Ltd The Trust Dilemma

FPI190400160 PPS Academy, a division of PPS Insurance (Pty) Ltd

Class of Business Training: Short-term Insurance

Personal Lines


Class of Business Training: Short-term Commercial

Lines

FPI190400162 Centre for Professional Development Managing risk in clients’ portfolios

FPI190400163 Centre for Professional Development Investment Planning Products

FPI190400164 Sanlam Sky Entrepreneurship

FPI190400165 Centre for Professional Development Online Course: Practice Management

FPI19040166 Rezco Investment Council (Pty) Ltd REZCO Review May 2019

FPI190400167 ICTS Legal Services (Pty) Ltd Marsh Legal Forum

FPI190400168 Glacier Financial Holdings (Pty) Ltd GEPF Retirement Planning Workshop

FPI190400169 Glacier Financial Holdings (Pty) Ltd Glacier Midlands Investment Summit

FPI190400170 Discovery Central Services (Pty) Ltd South Africa’s economy impacted by global events


Local and Global insights on Trends within the private

Market Industry

FPI190400172 Sanlam Life Insurance Limited ACA & Simeka Consultants Forum 29 March 2019

FPI190400173 Discovery Central Services (Pty) Ltd ASISA standard on retirement savings cost disclosure

FPI190400174 PSG Wealth Financial Planning (Pty) Ltd PSG Conference 2019

FPI190400175 ICTS Legal Services (Pty) Ltd ICTS Legal Services Monthly Legal Forum – February 2019

FPI190400176 ICTS Legal Services (Pty) Ltd ICTS Legal Services – Ensimini Financial Services


Extending the normal retirement age in occupational

defined contribution funds in South Africa

FPI190400178 Discovery Central Services (Pty) Ltd An in depth look at car insurance premiums

FPI190400179 Discovery Central Services (Pty) Ltd The importance of global cover

FPI190400180 Centre for Professional Development Assupol Customized Training

FPI190400181 Discovery Central Services (Pty) Ltd Why short-term insurance claims may get rejected

FPI190400182 Alexander Forbes Financial Planning Consultants (Pty) Ltd Ethics Workshop

FPI190400183 Circulus Online Fundamentals of Trusts

FPI190400184 Alexander Forbes Financial Planning Consultants (Pty) Ltd Success Basics in Sales

FPI190400185 Centre for Professional Development 2019 Webinar: Tax Efficient estate planning

FPI190400186 Centre for Professional Development

Online Course: Risk Management: Considerations for

Financial Planning Practice

FPI190400187 Centre for Professional Development 2019 Webinar: Office updates from the tax ombud

FPI190400188 NBC Holdings (Pty) Ltd FICA Awareness

FPI190400189 Centre for Professional Development 2019 Webinar: Social media nad the law

FPI190400190 Centre for Professional Development 2019 Webinar: Economic Update 1

FPI19050001 ASISA Academy Ethics Workshop

FPI19050002 Old Mutual Investment Group (Pty) Ltd Webinar: South African markets looking beyond the elections

FPI19050003 Centre for Professional Development The Investor and Investment Planning

FPI19050004 Momentum, a division of MMI Holdings Retirement at retirement -Workshop 1



FPI19050007 PPS Investments (Pty) Ltd Discretionary Fund Manager Investment Session

FPI19050008 Asset TV Masterclass – Global Equities

FPI19050009 Oasis Group Holdings (Pty) LTd Oasis IFA Roadshow

FPI19050010 VAPS Consulting (Pty) Ltd The internet of things in insurance


FPI19050012 Investec Asset Management (Pty) Ltd Vunani Fixed Income Roadshow

FPI19050013 Investec Asset Management (Pty) Ltd Investec Budget Economic Update

FPI19050014 Sanlam Life Insurance Limited Healthcare Industry Training

FPI19050015 Noble Private Portfolios (Pty) Ltd Noble Private Portfolios Investment Seminar

FPI19050016 Discovery Central Services (Pty) Ltd Introduction to Ethics

FPI19050017 Infinitus Risk Management Service (Pty) Ltd National Credit Act (NCA)

FPI19050018 Investec Asset Management (Pty) Ltd Deutsche Bank Sa Economic Outlook

FPI19050019 Investec Asset Management (Pty) Ltd HSBC Africa Conference

FPI19050020 Moonstone Business School of Excellence (Pty) Ltd Introduction to Fintech

FPI19050021 Investec Asset Management (Pty) Ltd ABSA Roadshow - Macroeconomic forecasts for SA

FPI19050022 Masthead (Pty) Ltd Regulatory Update – Know the Impact

FPI19050023 Ray Strodl Consulting (Pty) Ltd Tax Updates and budget 2020

FPI19050024 Efficient Private Clients (Pty) Ltd The Market Call - 10 May 2019


FPI19050026 Centre for Professional Development Practice Management Masterclass

FPI19050027 Last Word Media (UK) Ltd

International Adviser International Investment Forum

South Africa

FPI19050028 Wealth Associates South Africa (Pty) Ltd Wealth Associates Investment Forum and Pitstop

FPI19050029 Old Mutual Personal Finance Conduct of Financial Institution Bill

FPI19050030 Investec Asset Management (Pty) Ltd Arqaam SA Healthcare and Pharmacueticals

FPI19050031 Investec Asset Management (Pty) Ltd Arqaam Telecommunications Overview

FPI19050032 Glacier Financial Holdings (Pty) Ltd Default regulations and managing investor behaviour

FPI19050033 Insurance Publications Creating Opportunities in the EB Space

FPI19050034 At Work Internet Software Solutions CRM Training

FPI19050035 At Work Internet Software Solutions FNA Training

FPI19050036 STANLIB Wealth Management STANLIB Economic Update

FPI19050037 Ray Strodl Consulting (Pty) Ltd POPI

FPI19050038 Ray Strodl Consulting (Pty) Ltd Change in Financial Services Industry – Technology


Momentum Webinar: Global and local macroeconomic

outlook

FPI19050040 Moonstone Business School of Excellence (Pty) Ltd Risk Planning Fundamentals

FPI19050041 Moonstone Business School of Excellence (Pty) Ltd Investment Planning Fundamentals

FPI19050042 Sanlam Life Insurance Limited Healthcare Industry Training 11 March 2019

FPI19050043 Moonstone Business School of Excellence (Pty) Ltd Fundamentals of Estate Planning

FPI19050044 Investec Asset Management (Pty) Ltd IAM InPerspective Forum 2019

FPI19050045 Moonstone Business School of Excellence (Pty) Ltd Customer service and building client relationships

FPI19050046 Moonstone Business School of Excellence (Pty) Ltd Fundamentals of Business Assurance

FPI19050047 Discovery Central Services (Pty) Ltd PPD

FPI19050048 Investec Asset Management (Pty) Ltd HSBC Equity Roadshow

FPI19050049 Allan Gray Unit Trusts Managers RF Limited (Pty) Ltd Offshore Update

FPI19050050 Allan Gray Unit Trusts Managers RF Limited (Pty) Ltd Behavioural Coaching Module 5

FPI19050051 Bridge Fund Managers (Pty) Ltd

2019: Risks and Opportunities for pre-retirement

savings. Be prepared for both!

FPI19050052 Asset TV Annuity Strategy and Retirement Benefit Counselling

FPI19050053 Masthead (Pty) Ltd Risk/Estate Planning Course

FPI19050054 Masthead (Pty) Ltd The Fundamentals of POPI 2019

FPI19050055 OUTsurance Insurance Company General Short-term Insurance Underwriting

FPI19050056 Efficient Wealth Knowledge Hub April 2019

FPI19050057 Sanlam Sky Understanding Budgets and Financial Reports

FPI19050058 Sanlam Sky Financial Planning Basics

FPI19050059 Sanlam Life Insurance Limited Glacier Government Employees Pension Fund Session

FPI19050060 PSG Wealth Financial Planning (Pty) Ltd Investment Meetings

FPI19050061 Goldman Sachs International Compliance Training

FPI19050062 Goldman Sachs International 2018 Raising Suspicious Activity Awareness

FPI19050063 Sanlam Sky Treating Customers Fairly

FPI19050064 Sanlam Sky Fundamentals of Financial Advisory

FPI19050065 Cadiz Fund he Forum Monday Morning Training Discussion Sessions

FPI19050066 Alexander Forbes Financial Services Junior Consultants workshop - April 2019

FPI19050067 Nedgroup Investments (Pty) Ltd Multi-Manager Investor Day 2019

FPI19050068 Discovery Central Services (Pty) Ltd Income protection products vs Lump sum disability products

FPI19050069 Sanlam Life Insurance Limited Succession National Conference 2019 (Arabella)

FPI19050070 Investec Asset Management (Pty) Ltd Avior Luxury Goods

FPI19050071 Rand Merchant Bank RMB Global Markets Macro Forum

FPI19050072 Centre for Professional Development Momentum Investments

FPI19050073 Old Mutual Corporate Asset Management

FPI19050074 Sanlam Sky Party Due Diligence

FPI19050075 Sanlam Life Insurance Limited Sales Clinic Retirement Series Episode 1

FPI19050076 Glacier Financial Holdings (Pty) Ltd Glacier Asset Manager Day April 2019

FPI19050077 Circulus Online Personal Income Tax Case Study

FPI19050078 Discovery Central Services (Pty) Ltd Business Assurance Update


FPI19050080 Discovery Central Services (Pty) Ltd Market Overview

FPI19050081 Old Mutual Corporate OMCC Academy Case Study: Unlisted Property

FPI19050082 ICS Academy (Pty) Ltd ICS – Fit and Proper Requirements - 2019

FPI19050083 Sanlam Life Insurance Limited FFA (Financial Fitness Analysis) Online Accreditation

FPI19080084 Boutique Collective Investments Boutique Collective Investment Conference

FPI19080085 Liberty Life Liberty Risk Conference

FPI19050086 Moonstone Business School of Excellence (Pty) Ltd Ethics - How to impress your clients

FPI19050087 Centre for Professional Development FPI 2019 Convention

FPI19050088 Liberty Life Retirement Planning Workshop

FPI19050089 Liberty Life Manage your calendar for peak productivity

FPI19050090 Liberty Life Manager your time effectively

FPI19050091 Liberty Life Manage your To-Do Lists

FPI19050092 Liberty Life Negotiate Strategically

FPI19050093 Liberty Life Resolve Conflict

FPI19050094 Liberty Life Rock Social Media

FPI19050095 Liberty Life Communicate Effectively in the Organisation

FPI19050096 PSG Wealth Financial Planning (Pty) Ltd BMW Roadshow

FPI19050097 Discovery Central Services (Pty) Ltd Digital enablement value proposition

FPI19050098 Liberty Life Creating a Positive Client Experience

FPI19050099 Liberty Life Effectively managing your emails

FPI19050100 Liberty Life Lead Productive Meetings

FPI19050101 Liberty Life Lead with Emotional Intelligence

FPI19050102 Compliance and Learning Center (Pty) Ltd General Code of Conduct for FSPs

FPI19050103 Compliance and Learning Center (Pty) Ltd Fundamentals of Deposit Taking

FPI19050104 Liberty Life Manage Performance

FPI19050105 Liberty Life Optimising my Business Operation

FPI19050106 Liberty Life DPFM - Investment Planning

FPI190500107 Mazi Macquarie Securities (RF) (Pty) Ltd Mazi Macquarie Local Lekgotla Conference

FPI190500108 Chartered Financial Analyst Society of South Africa NPC Index trends in the not so passive space

FPI190500109 Alexander Forbes Financial Planning Consultants (Pty) Ltd Legal Technical Update - COFI Jenny Gordon

FPI190500110 Alexander Forbes Financial Planning Consultants (Pty) Ltd Legal Technical Update – National Budget 2018/2019

FPI190500111 Alexander Forbes Financial Planning Consultants (Pty) Ltd Legal Technical Update – National Budget

FPI190500112 ICS Academy (Pty) Ltd FAIS Course

FPI190500113 ICS Academy (Pty) Ltd FATCA AND CRS

FPI190500114 ICS Academy (Pty) Ltd Counter Money Laundering

FPI190500115 Sanlam Life Insurance Limited ACA & Simeka Consultants Forum


FPI190500117 Sanlam Life Insurance Limited SFP – Aligned Financial Planning: Regional Meeting 28 March 2019

FPI190500118 Circulus Online Personal Income Tax for Financial Planning 2019/20

FPI190500119 Goldman Sachs International Financial Crime Compliance Online 2018

FPI190500120 Sanlam Life Insurance Limited Estate Planning

FPI190500121 Discovery Central Services (Pty) Ltd EB Roadshow

FPI190500122 Old Mutual Corporate Regional Collaboration

FPI190500123 Citadel Investement Services (Pty) Ltd CAM Investment Presentation 20 - 24 May 2019

FPI190500124 Associated Compliance VCCM Conference 2019

FPI190500125 Mazi Macquarie Securities (RF) (Pty) Ltd Global Economic Outlook with Oxford Economics

FPI190500126 PSG Wealth Financial Planning (Pty) Ltd Fire Protection - Module 3

FPI190500127 Associated Compliance SHA Specialist Insurance Review - May 2019

FPI190500128 STANLIB Wealth Management STANLIB Decoding 2019 National Government Election

FPI190500129 Coronation Management Company

Conversations with Coronation - Economic, Fixed

Interestt and Listed Property Update

FPI190500130 Centre for Professional Development Personal Income Tax Online course 2019

FPI190500131 Cinnabar Investment Management (Pty) Ltd Cinnabar Annual Invetsment Conference

FPI190500132 Circulus Online Testamentary Advice - Chapter 2 - Types of Marriages

FPI190500133 Circulus Online Testamentary Advice - Chapter 3 - Intestate Succession

FPI190500134 Circulus Online Testamentary Advice - Chapter 4 - Testate Succession

FPI190500135 Circulus Online Testamentary Advice - Chapter 5 - The Master

FPI190500136 Circulus Online Testamentary Advice - Chapter 6 - The Executor

FPI190500137 Circulus Online Testamentary Advice - Chapter 7 - The Executor's Account

FPI190500138 Circulus Online Testamentary Advice - Chapter 8 - Estate Duty

FPI190500139 Circulus Online Testamentary Advice - Chapter 9 - Examples of Executor's Account

FPI190500140 Circulus Online Testamentary Advice - Chapter 10 - Income Tax and Capital Gains Tax

FPI190500141 Circulus Online Testamentary Advice - Chapter 11 - Donations Tax

FPI190500142 Circulus Online Testamentary Advice - Chapter 1 - Introduction

FPI190500143 Sanlam Life Insurance Limited Q1 2019 Graviton & SMMI IC Meeting

FPI190500144 Associated Compliance Compass Claims Workshop

FPI190500145 Investec Asset Management (Pty) Ltd Green Shoots

FPI190500146 Goldman Sachs International US Quarterly Outlook

FPI190500147 Masthead (Pty) Ltd How to create a business plan that works

FPI190500148 Sanlam Life Insurance Limited Distribution Sales Exco Meeting

FPI190500149 STANLIB Wealth Management STANLIB Multi Manger

FPI190500150 Prudential Portfolio Managers Unit Trusts Limited International Client Investment Seminar

FPI190500151 Masthead (Pty) Ltd Cybersecurity Online Course 2019

FPI190500152 Masthead (Pty) Ltd Key Individual responsibilties seminar

FPI190500153 Masthead (Pty) Ltd Preparation for an FSCA Onsite visit seminar

FPI190500154 Noble Private Portfolios (Pty) Ltd Learn how to Build a Robust Financial Management Model 2019

FPI190500155 Novia One Group FICA and POPI Act and associated policies

FPI190500156 Sanlam Life Insurance Limited Sanlam Select InTouch (Terebinth & Matrix)

FPI190500157 Chartered Financial Analyst Society of South Africa NPC CFA Society South Africa Annual Investment Conference 2019

FPI190500158 Sanlam Life Insurance Limited Sanlam Select InTouch (Truffle)

FPI190500159 Sanlam Life Insurance Limited Agrimark Business Seminar

FPI190500160 Liberty Life LHL Financial Crime Compliance General Awareness - 2019 Refresher

FPI190500161 Momentum, a division of MMI Holdings Quarterly Investment Committee Meeting

FPI190500162 PSG Wealth Financial Planning (Pty) Ltd Investment Meetings Tygervalley January till April 2019

FPI190500163 Captains and Coaches (Pty) Ltd The Ten Steps of professional client engagement

FPI190500164 Captains and Coaches (Pty) Ltd Sasfin Wealth: Investment Philosophy and Risk profiling

FPI190500165 Captains and Coaches (Pty) Ltd SASFIN SESSION: Risk profiling and risk profiling agreement

FPI190500166 Captains and Coaches (Pty) Ltd SASFIN SESSION: Compliance Templates (Step 4 and 5)

FPI190500167 Captains and Coaches (Pty) Ltd SASFIN SESSION: Retirement plan and investment case study

FPI190500168 Captains and Coaches (Pty) Ltd

SASFIN SESSION: The fundamentals of FAIS Compliance

for Long term insurance

FPI190500169 Investec Asset Management (Pty) Ltd Zebra Zone

FPI190500170 Circulus Online Employing technology

FPI190500171 Alexander Forbes Investments Pursuit of Uncertainty

FPI190500172 Ashburton Fund Managers Proprietary Limited KZN Manco Day

FPI190500173 Morningstar Investment Management (Pty) Ltd 2019 Q1 Portfolio Reportback

FPI190500174 NBC Holdings (Pty) Ltd FAIS Fit & Proper requirements

FPI190500175 Boutique Collective Investments BCI Glacier Presentation

FPI190500176 Oasis Group Holdings (Pty) Ltd Tax Donations and Trusts

FPI190500177 Oasis Group Holdings (Pty) Ltd Future of the SA Financial Regulatory Environment

FPI190500178 Prudential Portfolio Managers Unit Trusts Limited Face to face Presentation

FPI190500179 Liberty Life Is your Business Fit for the Future

FPI190500180 Old Mutual Wealth Investment Presentation

FPI190500181 Ashburton Fund Managers Proprietary Limited Ashburton Investment Conference 2019

FPI190500182 Captains and Coaches (Pty) Ltd Advice and Risk profile Agreement

FPI190500183 Captains and Coaches (Pty) Ltd TCF Professional fees and value proposition workshop

FPI190500184 Captains and Coaches (Pty) Ltd Retirement plan case study and value of advice

FPI190500185 ICTS Colourfield Legal Forum

FPI190500186 Captains and Coaches (Pty) Ltd SASFIN SESSION: Investment case studies and the bucket approach

FPI190500187 Oasis Group Holdings (Pty) Ltd Treating Customers Fairly

FPI190500188 Oasis Group Holdings (Pty) Ltd Global AML and Syber Security

FPI190500189 Oasis Group Holdings (Pty) Ltd Financial Literacy - Glossary of Terms

FPI190500190 Oasis Group Holdings (Pty) Ltd Fit and proper training

FPI190500191 Sanlam Life Insurance Limited FIA Tygerberg branch social bowling day

FPI190500192 Sanlam Life Insurance Limited Annual i3 Summit(CPT)

FPI190500193 Sanlam Life Insurance Limited Annual i3 Summit(jhn)

FPI190500194 Glacier Financial Holdings (Pty) Ltd Glacier Young Professionals Forum

FPI190500195 Marriot Asset Management (Pty) Ltd Marriott Solutions for Retirement Workshop May 2019

FPI190500196 Glacier Financial Holdings (Pty) Ltd Glacier Round Table Session Q2

FPI190500198 PSG Wealth Financial Planning (Pty) Ltd Portfolio Committee Meetings

FPI190500199 PSG Wealth Financial Planning (Pty) Ltd The PSG Autumn Update 2019

FPI190500200 PSG Wealth Financial Planning (Pty) Ltd PSG Wealth Solutions April 2019

FPI190500201 Sanlam Life Insurance Limited Regional Meeting

FPI190500202 The Institute of Health Risk Managers (Pty) Ltd The role of protocols in managing benefits

FPI190500203 SAIFAA

SAIFAA May 2019 - “In & Out-of-Fund” Default options

and Annuity Strategy Workshops

FPI190500204 Coronation Management Company Presentation to advisors – 21 May 2019

FPI190500205 Liberty Life Retirement planning 3 Hour Workshop

FPI190500206 Sanlam Life Insurance Limited Sanlam Select In Touch (Terebrinth, Matrix and Abax)

FPI190500207 Schroder’s Unit Trusts Limited Schroders value investing - Global Recovery

FPI190500208 Allan Gray Unit Trusts Managers RF Limited (Pty) Ltd Behavioural Coaching Module 5 – Video Conference Catch-Up

FPI190500209 Chartered Financial Analyst Society of South Africa NPC The role of pension boards and investments committees - Online

FPI190500210 VAPS Consulting (Pty) Ltd Understanding the FIC ACT (Reporting, RBA, Amendments)

FPI190500211 Standard Bank of SA (SBFC) Managing Wealth and Client Expectations in a low return age.

FPI190500212 Allan Gray Unit Trusts Managers RF Limited (Pty) Ltd Investment Summit

FPI190500213 Sanlam Life Insurance Limited Practice Development Program 2019

FPI190500214 Associated Compliance Associated Compliance

FPI190500215 VAPS Consulting (Pty) Ltd Compliance Training

FPI190500216 ABSA Group Limited Investor luncheon with Sanlam Glacier Management

FPI190500214 Associated Compliance Legislative Update April 2019

FPI190500215 VAPS Consulting (Pty) Ltd Compliance Training

FPI190500216 ABSA Group Limited Investor luncheon with Sanlam Glacier Management

FPI190500217 Ray Strodl Consulting (Pty) Ltd Retirement Planning Workshop

FPI190500218 Momentum, a division of MMI Holdings MitonOptimal Roundtable Series

FPI190500219 Compliance and Learning Center (Pty) Ltd The fundamentals of Employer sponsored Retirement Funds

FPI190500221 Ray Strodl Consulting (Pty) Ltd Employee Benefits and group schemes

FPI190500222 Old Mutual Wealth Old Mutual Economic Update – Client Event

FPI190500223 Compliance and Learning Center (Pty) Ltd Fundamentals of Collective Investment Schemes

FPI190500224 Compliance and Learning Center (Pty) Ltd Fundamentals of Long-term Insurance

FPI19060001 Nedgroup Investments (Pty) Ltd Global Economic Update 2019

FPI19060002 Morningstar Investment Management (Pty) Ltd 2018_Q4_Portfolio Reportback_Insuritas

FPI19060003 Old Mutual Investment Group (Pty) Ltd Webinar: Investing for a future that matters

FPI19060004 Glacier Financial Holdings (Pty) Ltd Glacier Tax Seminar

FPI19060005 Old Mutual Wealth Integrated Wealth Planning Advice Forum

FPI19060006 Compliance and Learning Center (Pty) Ltd Regulation of Financial Sector in South Africa

FPI19060007 Compliance and Learning Center (Pty) Ltd Health Services Concepts


Tax consequences of medical scheme contributions

and expenses


ICTS Legal Services – Ensimini Financial Services (Pty)

Ltd April 2019

FPI19060010 Sanlam Life Insurance Limited SEB Legal Update Jan-March 2019

FPI19060011 Compliance and Learning Center (Pty) Ltd Amended Fit & Proper Requirements

FPI19060012 Prudential Portfolio Managers Unit Trusts Limited The rise and fall of SA in the 2020s

FPI19060013 Ray Strodl Consulting (Pty) Ltd Personal Financial Planning

FPI19060014 ABSA Group Limited Absa Agriculture Morning 27 March 2019

FPI19060015 Rand Merchant Bank

Round-table discussion on SA’s IRP and Eskom

restructuring with Dr Tobias Bischof-Niemz

FPI19060016 Alexander Forbes Financial Services The Forum Q2 - 2019

FPI19060017 Alexander Forbes Financial Services AFRF Forum Q1 - 2019

FPI19060018 Glacier Financial Holdings (Pty) Ltd Glacier Life Investment Summit

FPI19060019 Momentum, a division of MMI Holdings DFM Partner Quarterly Investment Meetings

FPI19060020 Sanlam Life Insurance Limited Graviton Wealth Management Quarterly 2 Feedback

FPI19060021 Circulus Online Investment Planning Intermediate 2019

FPI19060022 Circulus Online Retirement Planning Advanced


FPI19060024


Company Limited OMCC Academy Case study 06 May 2019


ICTS Legal Services – Ensimini Financial Services (Pty)

Ltd

FPI19060026 The Institute of Health Risk Managers (Pty) Ltd Prescribed Minimum Benefits 2019


Short-term Insurance Fundamentals Online Course

2019/2020

FPI19060028 Associated Compliance Compass Social Media Event

FPI19060029 Old Mutual Wealth Wealth Integrator Training

FPI19060030 Old Mutual International SA

Marketing and Investment Update in associated with

Quilter Cheviot and Old Mutual International

FPI19060031 Prescient Investment Management (Pty) Ltd 13 Forum

FPI19060032 Allan Gray Unit Trusts Managers RF Limited (Pty) Ltd Group Coaching Module 5

FPI19060033 STANLIB Wealth Management Multi Manager - EL & PE

FPI19060034 ABSA Group Limited

Absa Macro Conference 2018 - Cybercrime, 'The

Master Problem of the 21st Century'

FPI19060035 Council for Medical Schemes Advanced Broker Training programme


Estate Planning and Wills Course: Session 1: Module 1:

Overview & Value Proposition



Estate Administration

FPI19060038 PPS Academy, a division of PPS Insurance (Pty) Ltd Estate Planning and Wills Course: Session 3: Module 3: Wills



Law of Succession



Tax Planning



Trusts



Marital Regimes


Estate Planning and Wills Course: Module 8-9 Part I:

Session 8: Insurance & Business Interest


Estate Planning and Wills Course: Module 8-9 Session

9: Insurance & Business Interest Part II

FPI19060045 Goldman Sachs International GSAM Compliance PMC training

FPI19060046 Goldman Sachs International GSAM Compliance Sales and Distro training

FPI19060047 Old Mutual Personal Finance Personal Income Tax 2019-2020

FPI19060048 ICTS Legal Services (Pty) Ltd Monthly Legal Forum April 2019

FPI19060049 Financial Service Intermediaries Network FSIN – Gauteng Road Show

FPI19060050 Asset TV Evidence based investing

FPI19060051 ABSA Group Limited Investor lunch with Balwin Properties Management

FPI19060052 Integrity Academy (Pty) Ltd Principles of Business Ethics

FPI19060053 Integrity Academy (Pty) Ltd Advanced Investments

FPI19060054 Integrity Academy (Pty) Ltd Basic Investments

FPI19060055 Integrity Academy (Pty) Ltd Collective Investments

FPI19060056 Integrity Academy (Pty) Ltd Estate Planning

FPI19060057 Integrity Academy (Pty) Ltd Functioning as a Trustee

FPI19060058 Integrity Academy (Pty) Ltd Business Assurance and Market Planning Reaccreditation

FPI19060059 Integrity Academy (Pty) Ltd Practice Management and Risk Planning

FPI19060060 Integrity Academy (Pty) Ltd Essential Tax Update

FPI19060061 Moonstone Business School of Excellence (Pty) Ltd How FAIS can be used to build client Relationships

FPI19060062 Circulus Online Retirement Planning Intermediatry

FPI19060063 The Institute of Health Risk Managers (Pty) Ltd Medical Scheme Corporate Governance

FPI19060064 Carmen Venter Synergia Learning discussions

FPI19060065 Compliance and Learning Center (Pty) Ltd POPI

FPI19060066 Old Mutual Corporate ISASA Case Study

FPI19060067 Old Mutual Wealth Advice Forum

FPI19060068 Moonstone Business School of Excellence (Pty) Ltd Fundamentals of retirment planning

FPI19060069 Schroder’s Unit Trusts Limited Schroders Asia Update

FPI19060070 Liberty Life Binders Holder Workshop

FPI19060071 Allegiance Consulting (Pty) Ltd Business Needs Workshop - Short

FPI19060072 Amity Investment Solutions (Pty) Ltd

Amity Master Class – Connecting Wealth to Life 15 May

2019

FPI19060073 Associated Compliance Specialist Risk Breakfast

FPI19060074 Integrity Academy (Pty) Ltd Retirement Wealth Preservation

FPI19060075 Integrity Academy (Pty) Ltd Long-term Product Solution

FPI19060076 Integrity Academy (Pty) Ltd Healthcare Benefits

FPI19060077 Integrity Academy (Pty) Ltd Short and long term deposits

FPI19060078 Integrity Academy (Pty) Ltd Retirement Fund Benefits

FPI19060079 Chartered Financial Analyst Society of South Africa NPC Ronak Gopaldas Africa in the new global order

FPI19060080 PSG Wealth Financial Planning (Pty) Ltd Product and Platforms Feedback Session – May 2019

FPI19060081


Company Limited Estate Planning and Wills

FPI19060082


Company Limited Retirement Planning – retirement phase

FPI19060083


Company Limited Budgeting

FPI19060084 Chartered Financial Analyst Society of South Africa NPC Artificial Intelligence in Investments

FPI19060085 Captains and Coaches (Pty) Ltd Momentum: Supervision workshop

FPI19060086 Morningstar Investment Management (Pty) Ltd Morningstar Advisor Forum May 2019

FPI19060087 Prima Research (Pty) Ltd SA Retail Mid-Year review 2019

FPI19060088 Nedbank Limited Estate and Tax Planning Session

FPI19060089 Centre for Professional Development Trust and Tax Planning – Unpacking the consequences

FPI19060090 Compliance and Learning Center (Pty) Ltd Evidencing Treating Customers Fairly 2019/2020

FPI19060091


Company Limited Making Sense of Debt


Sanlam Investments – Sanlam Select InTouch (Truffle

& Sentio)


2019 Webinar: Medical schemes VS medical insurance

and how to use them in planning

FPI19060094 Alexander Forbes Financial Planning Consultants (Pty) Ltd Cognitive Bias – Wisdom Wednesday

FPI19060095 Alexander Forbes Financial Planning Consultants (Pty) Ltd Performer Portfolio and Performer Managed Unit Trust

FPI19060096 Masthead (Pty) Ltd Tax and other aspects of retirement funds and investments

FPI19060097 PPS Investments (Pty) Ltd The Income/Growth Conundrum

FPI19060098 Momentum, a division of MMI Holdings Momentum Consult Inland Conference

FPI19060099


Company Limited Paying it Forward (Finance & Children)

FPI19060100 Old Mutual Wealth POPI Tool

FPI190600101 Old Mutual Wealth RDR Gap Analysis Tool

FPI190600102 Old Mutual Wealth Sucession Planning Tool

FPI190600103 Momentum, a division of MMI Holdings Regional Conference

FPI190600104 Glacier Financial Holdings (Pty) Ltd Due Diligence 15 May 2019

FPI190600105 Centre for Professional Development 2019 Webinar Annual Pension Reviews for Financial Planners

FPI190600106 Moonstone Business School of Excellence (Pty) Ltd Financial Services Overview Refresher

FPI190600107 Moonstone Business School of Excellence (Pty) Ltd Economic and Investment Overview Refresher

FPI190600108 Moonstone Business School of Excellence (Pty) Ltd Long-term Insurance Refresher

FPI190600109 The Institute of Health Risk Managers (Pty) Ltd Changes to the Financial Sector regulatory environment

FPI190600110 PPS Investments (Pty) Ltd Ethics and Governance Update

FPI190600111 Old Mutual Wealth TCF Tool

FPI190600112 Old Mutual Wealth BAT

FPI190600113 Compliance and Learning Center (Pty) Ltd Policy Holder Protecton Rules Short-term Insurance

FPI190600114 Efficient Private Clients (Pty) Ltd The Market Call 14 June 2019

FPI190600115 Fairtree Asset Management (Pty) Ltd Feedback with Fairtree

FPI190600116 Moonstone Business School of Excellence (Pty) Ltd Investment refresher

FPI190600117 Moonstone Business School of Excellence (Pty) Ltd Health Service Benefits Refresher

FPI190600118 Moonstone Business School of Excellence (Pty) Ltd Pension Fund Benefits Refresher

FPI190600119 Standard Bank of SA (SBFC) Discovery Sales Effectiveness

FPI190600120 Investec Asset Management (Pty) Ltd Investec GlobalSelect Investment Conference 2019

FPI190600121 Momentum, a division of MMI Holdings Selling for Success

FPI190600122 Citadel Investement Services (Pty) Ltd Protected Equity Fund

FPI190600123 Nedbank Limited Risk and Suspicious Behaviour

FPI190600124


Company Limited Accumulating wealth – Savings & Investments

FPI190600125


Company Limited Retirement Planning - Planning Phase

FPI190600126 ABSA Group Limited ABSA South African Consumer Conference 2018

FPI190600127 Novia one Group Colour Accounting

FPI190600128 Investment Analyst Society of South Africa Analysts Masterclass

FPI190600129 STANLIB Wealth Management STANLIB Economic Update Post Elections

FPI190600130 Allan Gray Unit Trusts Managers RF Limited (Pty) Ltd Webinar: Standardised umbrella fund cost

FPI190600131 Old Mutual Wealth Business Management Services series of workshops

FPI190600132 GTC Pty (Ltd) GTC Weekly Market Update

FPI190600133 PSG Wealth Financial Planning (Pty) Ltd PSG Asset Management Key Client event with Nic Borain

FPI190600134 Moonstone Business School of Excellence (Pty) Ltd Forex Investment Refresher

FPI190600135 Circulus Online

Post Retirement - How a simple mistake cost a

Financial Adviser almost R 200 000 - Case Study - 2019

FPI190600136 Discovery Central Services (Pty) Ltd Introduction to market conduct regulation

FPI190600137 Sanlam Life Insurance Limited Private Client Investment Committee

FPI190600138 Integrity Academy (Pty) Ltd Sales Techniques

FPI190600139 Integrity Academy (Pty) Ltd Behavioural Finance

FPI190600140 Captains and Coaches (Pty) Ltd Practise Management, Complaince, FAIS & COFI

FPI190600141 Chartered Financial Analyst Society of South Africa NPC Valuations with DR Ronald kahn

FPI190600142 Allan Gray Unit Trusts Managers RF Limited (Pty) Ltd Business & Investment Update - Nelspruit (Part Two Presentations)

FPI190600143 Glacier Financial Holdings (Pty) Ltd Glacier Asset Manager Day: PSG

FPI190600144 Namibia Asset Management Limited Conversations with Coronation

FPI190600145 Moonstone Business School of Excellence (Pty) Ltd Strucutured Deposits

FPI190600146 Guarantee Trust Corporate Support Services (Pty) Ltd Risk and Compliance Training

FPI190600147 Moonstone Business School of Excellence (Pty) Ltd FICA Awareness Course

FPI190600148 Liberty Life Advisory Partner Engagement session

FPI190600149 Centre for Professional Development 2019 Webinar: Unpacking Structured Products

FPI190600150 Glacier Financial Holdings (Pty) Ltd Glacier Investment Summit

FPI190600151 Prima Research (Pty) Ltd A Critical Assessment of the Competition

FPI190600152 Old Mutual Wealth Old Mutual Global Equity Roundtable

FPI190600153 Old Mutual Wealth Smedmore and Associates client event

FPI190600154 Iress Wealth Management (Pty) Ltd Lifestyle Modelling

FPI190600155 Sanlam Life Insurance Limited Inheritance and your child's future

FPI190600156 Centre for Professional Development Tax implications of various investment strategies

FPI190600157 Nedgroup Investments (Pty) Ltd Treasurer’s Conference 2019

FPI190600158 Centre for Professional Development Short-term insurance options benefits and the fine print

FPI190600159 Centre for Professional Development 2019 Webinar: Tax ombud systems

FPI190600160 Sanlam Life Insurance Limited Distribution Sales Exco Meeting May 2019

FPI190600161 Momentum, a division of MMI Holdings Showcasing Momentum Investments' capabilities

FPI190600162 Sasfin Financial Advisory Services Beyond Global Wealth and into The Future

FPI190600163 VAPS Consulting (Pty) Ltd FIC Training (Reporting, RBA, Amendments

FPI190600164 Foord Asset Management (Pty) Ltd Investment Minds

FPI190600165 Sanlam Life Insurance Limited Supervision Regulatory Training

FPI190600166 STANLIB Wealth Management INN8 Brett Davidson Webinar

FPI190600167 Allan Gray Unit Trusts Managers RF Limited (Pty) Ltd Allan Gray Investment Update (Glacier JHB)

FPI190600168 Momentum, a division of MMI Holdings Taxes

FPI190600169 Optimum Upgrade Business Systems

Corporate Governance King IV™ - Changes, Challenges

and Practical Application

FPI190600170 Ashburton Fund Managers Proprietary Limited Ashburton Investments Business Update


FPI190600172 Moonstone Business School of Excellence (Pty) Ltd Introduction to South African Legislation

FPI190600173 Liberty Life Quantum Leadership: Workshop 1 - Know Your Business

FPI190600174 Chartered Financial Analyst Society of South Africa NPC Factor Investing in South Africa: The opportunities and risks

FPI190600175 ICTS Legal Services (Pty) Ltd Colourfield Legal Forum

FPI19070001 Chartered Financial Analyst Society of South Africa NPC Venture Capital Masterclass

FPI19070002 ISS Compliance FICA Update

FPI19070003 Natsure (Pty) Ltd From take-off to touchdown. Aviation Losses

FPI19070004 Natsure (Pty) Ltd Marine Tradition vs Modernization

FPI19070005 Natsure (Pty) Ltd the importance of truck driver traning

FPI19070006 Natsure (Pty) Ltd Unwrapping Motor Traders Insurance

FPI19070007 Boutique Collective Investments Constructing Portfolios Post Elections

FPI19070008 Nedgroup Investments (Pty) Ltd Quarterly Nedbank Private Wealth Feedback Sessions

FPI19070009 Centre for Professional Development 2019 Webinar: Behavioural Finance

FPI19070010 The Collaborative Exchange (Pty) Ltd Meet The Managers 2019

FPI19070011 Unlimited People Consulting (Pty) Ltd Professional Selling Skills for the Financial Industry

FPI19070012 Avior Capital Markets Avior 2019 Summit

FPI19070013 Sanlam Life Insurance Limited 2019 CFA institute Wealth Management Conference

FPI19070014 Mazi Macquarie Securities (RF) (Pty) Ltd Economic and political risk

FPI19070015 STANLIB Wealth Management INN8 Practice Management Development Session Durban

FPI19070016 Vaps Bribery & Corruption

FPI19070017 Liberty Corporate

Financial Advisors Economic and Investment Update

Session

FPI19070018 Alexander Forbes Financial Planning Consultants (Pty) Ltd Prudential Report Back

FPI19070019 Allan Gray Unit Trusts Managers RF Limited (Pty) Ltd Namibian update

FPI19070020 Investec Asset Management (Pty) Ltd Zebra Zone follow up sessions july 2019

FPI19070021 Prima Research (Pty) Ltd

SA Consumer Update – Food services, household goods

and pharmaceutical retail

FPI19070022 Investec Asset Management (Pty) Ltd Taking Stock Bloem

FPI19070023 Momentum, a division of MMI Holdings Planning for retirement

FPI19070024 Liberty Corporate Understanding Default Regulations

FPI19070025 Asset TV ESG Masterclass

FPI19070026 Liberty Life DPFM - Fundamentals of Financial Planning


2019 Webinar: Using Technology to build and maintain

client relationships

FPI19070028 ICTS Legal Services (Pty) Ltd ICTS Legal June Forum 2006


2019 Webinar: Current developments relating to short

term insurance in SA

FPI19070030 OUTsurance Insurance Company Sales Training

FPI19070031 Centre for Professional Development 2019 Webinar: GAP cover, NHI and legislation in healthcare

FPI19070032 Centre for Professional Development 2019 Webinar: Low cost benefit options

FPI19070033 ABSA Group Limited ABSA fixed income franchise

FPI19070034 LMS Life Counselling CC Ethics in Finance

FPI19070035 Centre for Professional Development Investment Planning for Business Owners

FPI19070036 Old Mutual Investment Group (Pty) Ltd Invest with Faith

FPI19070037 Asset TV DFM Masterclass

FPI19070038 OUTsurance Insurance Company Sales Training

FPI19070039 Coronation Management Company FacetoFace

FPI19070040 Momentum, a division of MMI Holdings Supervision


Class of Business: Short-term Insurance Commercial

Lines

FPI19070042 Momentum, a division of MMI Holdings Investment Roadshow

FPI19070043 NBC Holdings (Pty) Ltd Legal Seminar

FPI19070044 Masthead (Pty) Ltd Regulatory Update – Open Day


Valuations and Portfolio Construction Masterclass with

Dr Ronald Kahn

FPI19070046 ABSA Group Limited

External Distribution Chanel – Property Equity

Lunch/Breakfast

FPI19070047 Asset TV Fixed Income session

FPI19070048 Old Mutual Investment Group (Pty) Ltd Investment Managers Conference

FPI19070049 Allan Gray Unit Trusts Managers RF Limited (Pty) Ltd Business Transformation workshop 1

FPI19070050 Citadel Investement Services (Pty) Ltd TCF, Complaints Resoluion Policy

FPI19070051 OUTsurance Insurance Company OUTcential OUTFO

FPI19070052 Allan Gray Unit Trusts Managers RF Limited (Pty) Ltd Business & Investment Update East London

FPI19070053 Allan Gray Unit Trusts Managers RF Limited (Pty) Ltd Offshore Update 1 august

FPI19070054 Old Mutual Personal Finance PFA top 50 advisors

FPI19070055 Spectacular Training & ConferencesCorporate Governance


PSG Wealth Product and Platform Feedback Session -

Port Elizabeth 12 June

FPI19070057 ABSA Group Limited EDC Fixed Income Lunch May 2019

FPI19070058 ASISA Academy Financial Services Industry Overview Blitzcamp


ASISA Academy Investment Management Overview

Blitzcamp

FPI19070060 Liberty Life Morning of Learning/Afternoon of Learning

FPI19070061 Momentum, a division of MMI Holdings Outcomes matter

FPI19070062 Cinnabar Investment Management (Pty) Ltd quartley investment committee meeting

FPI19070063 Asset TV CPD in SA

FPI19070064 Old Mutual Wealth PCS Insight Exchange

FPI19070065 Sanlam Life Insurance Limited Business Assurance Masterclass; Buy & Sell

FPI19070066 Old Mutual Personal Finance Replacement of Risk Policies – RDR Proposal OO

FPI19070067 Moonstone Business School of Excellence (Pty) Ltd Leveraging on Emotional Intelligence

FPI19070068 Allan Gray Unit Trusts Managers RF Limited (Pty) Ltd Offshore Update 25 June 2019

FPI19070069 Old Mutual Personal Finance CoDa Mid-Year Business Session

FPI19070070 Allan Gray Unit Trusts Managers RF Limited (Pty) Ltd Independent Insights 2019

FPI19070071 Sanlam Life Insurance Limited Practice Management Masterclass Workshop

FPI19070072 Prudential Portfolio Managers Unit Trusts Limited Marketing and Advertising Updates

FPI19070073 Alexander Forbes Financial Services CEB Diagnosis

FPI19070074 Jaltech (Pty) Ltd Section 12J Training Seminar

FPI19070075 Noble Private Portfolios (Pty) Ltd Noble PP Investment Seminar

FPI19070076 Nedgroup Investments (Pty) Ltd Investment Summit 2019

FPI19070077 Associated Compliance Marine Insurance - Making digital work

FPI19070078 Allan Gray Unit Trusts Managers RF Limited (Pty) Ltd GEPF

FPI19070079 Investec Asset Management (Pty) Ltd Zebra Zone

FPI19070080 Moonstone Business School of Excellence (Pty) Ltd Regulatory Update


FPI19070082 Efficient Wealth Select Manager Investment Meeting May 2019

FPI19070083 Sanlam Life Insurance Limited Elite Workshop#2

FPI19070084 Black Onyx Mastering the Six Traits of Executive You

FPI19070085 Black Onyx Mastering Your Ethical Intelligence

FPI19070086 Black Onyx Presentation Skills for Finance Professionals and Executives

FPI19070087 Black Onyx

Rethinking the Boardroom: Make Your Board a Point of

Competitive Advantage

FPI19070088 Alexander Forbes Financial Planning Consultants (Pty) Ltd Incompass Offshore

FPI19070089 Centre for Professional Development Social Media Marketing Masterclass

FPI19070090 ABSA Group Limited Wealth Credit Masterclass - Part Two

FPI19070091 ABSA Group Limited Wealth Credit Masterclass - Part Two

FPI19070092 Moonstone Business School of Excellence (Pty) Ltd Introduction to Smart Beta

FPI19070093 Old Mutual Corporate KIC -Competitior analysis

FPI19070094 IRFA Annual Conference

FPI19070095 Sanlam Life Insurance Limited Select Close Up

FPI19070096 Moonstone Business School of Excellence (Pty) Ltd Fundamentals of financial investment planning II

FPI19070097 Moonstone Business School of Excellence (Pty) Ltd Understanding financial cirses

FPI19070098 Investec Asset Management (Pty) Ltd ims Academy 2019

FPI19070099 Wealth Associates South Africa (Pty) Ltd Wealth Associates Investment Forum and Pitstop

FPI19070100 Associated Compliance Emerald Risk Transfer Reinsurance Update

FPI19070101 Coronation Management Company Conversations with Coronation – Global Developed and Emerging Markets

FPI19070102 ABSA Group Limited GEPF Knowledge Session

FPI19070103 Investment Analyst Society of South Africa Analyst Masterclass 2019

FPI19070104 The Collaborative Exchange (Pty) Ltd Investment Think Tank 2019

FPI19070105 Alexander Forbes Financial Services KI Training

FPI19070106 Integrity Academy (Pty) Ltd Overcoming Sales Objectives

FPI19070107 Integrity Academy (Pty) Ltd Dealing with difficult customers

FPI19070108 Discovery Central Services (Pty) Ltd Discovery Invest Roadshow

FPI19070109 Glacier Financial Holdings (Pty) Ltd Glacier Asset Manager Day: Sanlam Private Wealth

FPI19070110 FIA

In-depth sessions covering Disability, Medical,

Underwriting, Claims processes in general

FPI19070111 Glacier Financial Holdings (Pty) Ltd Glacier Life Investment Summit: South

FPI19070112 Investec Asset Management (Pty) Ltd Noah Roadshow

FPI19070113 Investec Asset Management (Pty) Ltd BOML Research

FPI19070114 Investec Asset Management (Pty) Ltd Goldman Sachs

FPI19070115 Foord Asset Management (Pty) Ltd Forward Thinking Conversations


Cyber Security, GDPR and its applicability to the

Financial Sector

FPI19070117 Moonstone Business School of Excellence (Pty) Ltd Coaching and Mentoring Skills for FAIS Supervisors

FPI19070118 Moonstone Business School of Excellence (Pty) Ltd Compliance Regulatory Environment Developing a CRMP

FPI19070119 Moonstone Business School of Excellence (Pty) Ltd Trustee Training Fundamentals -2-pf130 governance

Date of activity Verifiable /non-verifiable CPD activity CPD hours

06-Jun-18 2,5

04 June 2018 On-going till 15 March 2019 6

05.06.2018 1

07 June 2018 – 04 June 20191

23, 24, 30 May 05 June 2018 3

02 & 03 May 2018 2

05 June 2018 – 11 May 2019 8,5

05 June 2018 – 11 May 2019 8,5

05 June 2018 – 11 May 2019 8,5

05 June 2018 – 11 May 2019 8,5

05 June 2018 – 11 May 2019 8,5

05 June 2018 – 11 May 2019 8,5

05 June 2018 – 11 May 2019 5

05 June 2018 – 11 May 2019 8

05 June 2018 – 11 May 2019 2

22 June 2018 – 28 June 2018 1

24 May 2018 5,5

31 May 2018 2,5

June 2018 till May 2019 7



05 June 2018 – 11 May 2019 8,5

05 June 2018 – 11 May 2019 8,5

15, 16, 17, 21, 22 & 23 May 2018 1

05 June 2018 – 11 May 2019 5

05 June 2018 – 11 May 2019 8,5

05 June 2018 – 11 May 2019 7,5

31 May 2018 1

08, 12,13,14,15 June 2018 7


05 June 2018 – 11 May 2019 8,5


05 June 2018 – 11 May 2019 8

15 March 2018 4

On-going 2018 till June 2019 3

04 June 2018 On-going till 15 March 2019 8,5

23 May 2018 5

08 May 2018 3,5

June 2018 till May 2019 27,5

On-going 2018 till 14 February 2019 6,5


On-going 2018 till 14 February 2019 6



5,6,7,12,13,14,19 & 2 June 2018 1

On-going 2018 till 18 September 2018 7

On-going 2018 till 18 September 2018 0,5

On-going 2018 till 18 September 2018 0,5




11 June 2018 3

June 2018 0,5

30, 31 May 01 June 2018 2,5

On-going 2018 till 30 January 2019 7


On-going 2018 till 30 January 2019 0,5


02 November 2017 2,5


12, 13 May 2018 5,5

On-going 2018 till 13 December 2018 1,5

08 May 2018 3,5

On-going 2018 till 04 June 2019 4

12,13,14,15,18 & 19 June 2018 1

11 June 2018 1,5

16,23,29 & 30 May 2018 2,5

July 2018 till December 2018 14,5

23 May 2018 3

30, 31 Jan, 05, 06, 07, 09 Feb 20018 1,5

25 May 2018 2,5

20 & 22 June 2018 3

14 June 2018 4

28 June 2018 1

22 & 24 May 2018 2,5


On-going 2018 till 05 March 2019 11

22,23,24,28,29,30,31 May 01 June 2018 1

27 June 2018 1

26-Jun-18 0,5

04 & 05 April 03 & 04 15 & 16 May 2018 12,5

08 May 2018 2

4 Feb, 27 Mar, 15, 27 May, 21 Jun, 24 Jul,

15 Aug, 18 Oct, 08 Nov, 21 Nov 2018 3,5

20 21 Feb,10 11 18 19 April, 05 06 Jun, 24

25 Jul, 22 23 Aug, 04 05 Sept, 10 11 16 17

Oct, 20 21 Nov. 2018 9

15 Feb, 08 Mar, 23 May, 13 Jun, 14 Aug, 19

Sept, 06 Nov 2018 3,5

08 Mar, 25 April, 19 Jun, 11 Jul, 20 Sept, 23

Oct 2018 2

22 24 Feb, 16 May, 14 Jun, 07 Aug, 19 Oct,

14 Nov 2018 5,5

11 and 19 April 2018 6

13 & 14 Mar, 14 & 15 Mar, 09 & 10 Jun, 22 &

23 May, 19 & 20 Jun, 18 & 19 Jul, 11 & 12

Sept, 16 & 17 Oct, 07 & 08 Nov, 13 & 14

Nov, 04 & 05 Dec 2018 9,5

14 March 2018 14 March 2018

15 March 2018 and 11,12 April 2018

3 May 2018

1,5

05 & 06 Feb 2018 1

14-Jun-18 1,5


23 25 26 July 2018 6





On-going 2018 till June 2019 1,5

On-going 2018 till 22 August 2018 1,5


02 August 2018 2,5


04 July 2018 1

25 July 2018 1

02 July - 31 July 2018 1,5

July 2018 till May 2019 2,5

July 2018 till July 2019 3

On-going 2018 till 18 August 2018 6

13-Jul-18 0,5

21-Jun-18 1,5

July 2018 till 18 August 2018 11,5

18 - 20 July 2018 2

27 August 2018 to 30 January 2019 4


26-Jun-18 4,5



July 2018 till May 2019 3




27 June 2018 till 27 June 2019 2

27 June 2018 till 27 June 2019 0,5

27 June 2018 till 27 June 2019 1,5

27 June 2018 till 27 June 2019 1,5

27 August - 29 August 2018 3

16 July '2018 2

20-Jun-18 1,5

12 July - 02 August 2018 1

01-Jul-18 1

02 July 2018 On-going till 02 July 2019 3

24 July - 07 August 2018 3

02 July 2018 On-going till 02 July 2019 4,5

03 July - 01 August 2018 1,5



On-going 2018 till 04 June 2019 1

07-Aug 4

Ongoing 2018 till 31 May 2019 1

01 & 02 August 2018 9,5

On-going 2018 till 30 Jan 2019 5,5

On-going 2018 till 04 June 2019 4,5

14-Jun-18 1,5

07-Aug-18 1

On-going 2018 till July 2019 1,5

18 July & 19 July 2018 1


02 July 2018 On-going till 02 July 2019 5,5

13 & 14 September2018 6,5

July & August 2018 1

03-Aug-18 0,5

26-Jul-18 5,5

27 July - 07 August 1,5

On-going 2018 till 30 Jan 2019 2,5

Ongoing 2018 till 18 Jan 2019 1

02-Aug-18 1,5

26-Jul-18 1,5

25-Jul-18 1,5

On-going 2018 till July 2019 3,5

23 July till 07 September 2018 2

24 July & 26 July 2018 2,5

Ongoing till 30 Jan 2019 14

23 Aug - 12 Sept 2018 1,5

01-Aug-18 1,5

01-Aug-18 2,5

25 & 26 January 2018 6

15-May-18 3

Ongoing 2018 till 25 July 2019 7

July 2018 till May 2019 5

14 August 15 August 2018 1,5

Ongoing 2018 till 30 Jan 2019 9


04 June 2018 06 June 2018 05 June 2018

07 June 2018 12 June 2018 13 June 2018

15 June 2018

Non-verifiable CPD activity 1,5

04 June 2018 05 June 2018 06 June 2018

07 June 2018 12 June 2018 13 June

2018 15 June 2018

Non-verifiable CPD activity 1

On-going 2018 till 25 July 2019 Verifiable CPD activity 4



24-Jul-18 Verifiable CPD activity 1

02 August 2018 Verifiable CPD activity 3


04 September and On-going 2018 till 04

June 2019 Verifiable CPD activity 5,5

04 September and On-going 2018 till 04

June 2019 Verifiable CPD activity 6

On-going 2018 till 31 May 2019 Verifiable CPD activity 2


August – December 2018 Verifiable CPD activity 1,5

02 August 2018 Verifiable CPD activity 5,5

07 May & 08 May 2018 Non-verifiable CPD activity 5,5



10 August 2018 - 31 December 2018 Verifiable CPD activity 3,5

July - August 2018 Non-verifiable CPD activity 1,5

July - August 2018 Verifiable CPD activity 1

14 August - 29 August 2018 Verifiable CPD activity 2

08-Aug-18 Verifiable CPD activity 1

17, 18, 20 September 2018 Verifiable CPD activity 4,5

On-going 2018 till 25 July 2019 Verifiable CPD activity 8,5


18-Sep-18 Verifiable CPD activity 5

25-Jul-18 Verifiable CPD activity 2,5

19,20,24,25,26 & 27 July 2018 Verifiable CPD activity 2

23,24,25 & 26 July 2018 Verifiable CPD activity 1

17,24, & 31 August 2018 Verifiable CPD activity 6,5

16 May & 15 June 2018 Verifiable CPD activity 3

28, 30 Aug, 04,05,06,07 Sept 2018 Verifiable CPD activity 3,5

23-Aug-18 Verifiable CPD activity 1,5


13,14,15 August 2018 Verifiable CPD activity 2

Aug-18 Verifiable CPD activity 1


On-going 2018 till 04 June 2019 Verifiable CPD activity 1,5


On-going 2018 till 30 January 2019 Verifiable CPD activity 1,5

On-going 2018 till January 2018 Verifiable CPD activity 1



20,27,28 Aug, 05 Sept 2018 Verifiable CPD activity 2


24,30,31 July, 01,02 Aug 2018 Verifiable CPD activity 1


21-Jun-18 Verifiable CPD activity 1,5

21, 22, 28,30 Aug, 05 Sept 2018 Verifiable CPD activity 1



08, 21,22, 23, 24 Aug 2018 Verifiable CPD activity 7

13,16 & 27 Aug 2018 Verifiable CPD activity 1

Ongoing 2018 till 30 January 2019 Verifiable CPD activity 1

August 2018 till August 2019 Verifiable CPD activity 3


20,21,22,23,24,27,28,29,30,31 Aug, 04, 14

Sept 2018 Verifiable CPD activity 1,5



11 - 12 September 2018 Verifiable CPD activity 7,5

Ongoing 2018 Verifiable CPD activity 2



21, 22, 23, 28, 29,30 August 2018 Verifiable CPD activity 2

13, 14, 17 August 2018 Verifiable CPD activity 1,5


21, 22, 23, 28, 29,30 August 2018 Verifiable CPD activity 2

24-May-18 Verifiable CPD activity 1,5

August 2018 till July 2019 Verifiable CPD activity 2




Ongoing 2018 Verifiable CPD activity 7,5




On-going 2018 till 04 June 2019 Verifiable CPD activity 4



06 – 07 August 2018 Non-verifiable CPD activity 2,5

12-Sep-18 Verifiable CPD activity 1,5



20-Jun-18 Verifiable CPD activity 2

24-May-18 Verifiable CPD activity 2



Sep-18 Verifiable CPD activity 3


Ongoing 2018 Verifiable CPD activity 2,5


06 September 2018 till 07 September 2018 Verifiable CPD activity 6


21, 23 August 2018 Verifiable CPD activity 2,5


03, 11, 12, 20, 21, 27 Sept. 10 Oct 2018 Verifiable CPD activity 1

August 2018 till July 2019 Verifiable CPD activity 6,5


10 - 15 October 2018 Verifiable CPD activity 1,5

September 2018 till August 2019 Verifiable CPD activity 1,5

23 July & 24 July 2018 Verifiable CPD activity 1

On-going 2018 Verifiable CPD activity 5

On-going 2018 till 30 January 2019 Verifiable CPD activity 2




29-Jun-18 Non-verifiable CPD activity 1


22 – 24 May 2018 28 May to 1 June

2018 18 – 22 June 2018

25 – 29 June 2018 9 – 12 July 2018

Verifiable CPD activity 1

On-going 2018 Verifiable CPD activity 7


23 July 2018 Verifiable CPD activity 1,5


04 September - 20 September 2018 Verifiable CPD activity 1,5

26 July 2018 Verifiable CPD activity 1



On-going 2018 Verifiable CPD activity 1,5

10 September - 10 October 2018 Verifiable CPD activity 1,5


04 September 2018 Verifiable CPD activity 1,5



11 - 20 September 2018 Verifiable CPD activity 1,5

05 - 06 September 2018 Verifiable CPD activity 7

06 August 2018 Non-verifiable CPD activity 2


05 November - 09 November 2018 Verifiable CPD activity 6

18 September - 20 September 2018 Verifiable CPD activity 4

17 September and 18 September 2018 Verifiable CPD activity 2




20 June 2018 Non-verifiable CPD activity 2,5


30 August 2018 & 13 September 2018 Verifiable CPD activity 2

04 September & 05 September 2018 Verifiable CPD activity 9,5

11 September - 17 October 2018 Verifiable CPD activity 3,5

On-going 2018 till 05 September 2019 Verifiable CPD activity 2


03 October 2018 Verifiable CPD activity 1,5


Ongoing 2018 till 05 September 2019 Verifiable CPD activity 2,5

Ongoing 2018 till 05 September 2019 Verifiable CPD activity 2



10 September - 18 September 2018 Verifiable CPD activity 3

10 September & 19 September 2019 Verifiable CPD activity 3

04 & 05 October 2018 Verifiable CPD activity 8

05 & 06 September 2018 Verifiable CPD activity 8

30 – 31 August 2018 13 – 14 September 2018 Verifiable CPD activity 1,5





11 – 12 October 2018 08 – 09 November 2018Verifiable CPD activity 13



On-going 2018 till 23 April 2019 Verifiable CPD activity 1,5

29 July 2018 – 31 July 2018 Verifiable CPD activity 6,5





Ongoing 2018 till 30 January 2019 Verifiable CPD activity 1,5

September 2018 till August 2019 Verifiable CPD activity 3

19 Nov, 16 Nov, 30 Nov 2018 Verifiable CPD activity 3,5










14, 18 & 19 September 2018 Verifiable CPD activity 1,5

23, 30 Oct, 05 Nov 2018 Verifiable CPD activity 1

15-Oct-18 Verifiable CPD activity 9,5




09, 10, 11 October 2018 Verifiable CPD activity 3,5


31 Jul, 01, 02, 03 Aug 2018 Verifiable CPD activity 0,5

On-going 2018 till 19 September 2019 Verifiable CPD activity 7,5
















12,13,14,15,16,19 & 20 Nov 2018 Verifiable CPD activity 2,5




03-Oct-18 Verifiable CPD activity 1























07-Dec-18 Verifiable CPD activity 1




1 October 2018 – 1 October 2019 Verifiable CPD activity 1


1 September 2018 till December 2018 Verifiable CPD activity 1

01 November 2018 to January 2019 Verifiable CPD activity 2,5


17,18,19,20,21,26,28 Sept. 01,02,03,04,10

Oct 2018 Verifiable CPD activity 2


11,12,22,23 Oct, 05, 06 Nov 2018 Verifiable CPD activity 2

October 2018 till October 2019 Verifiable CPD activity 1


16 & 17 October 2018 Verifiable CPD activity 9,5




01 September 2018 till 01 September 2019 Verifiable CPD activity 3,5








On-going 2018 till October 2019 Verifiable CPD activity 20

28 & 29 March 2018 Non-verifiable CPD activity 2

09 October 2018 till 09 October 2019 Verifiable CPD activity 3

19 Sept 2018 till 19 September 2019 Verifiable CPD activity 1

18th Sept 2018 12th October 2018 Verifiable CPD activity 2


16 August 2018 till 16 August 2019 Verifiable CPD activity 2



16 July 2018 till 16 July 2019 Verifiable CPD activity 2



17,18,23,24,25,26,31 Oct,

01,06,13,14,21,29 Nov, 04,05,06 Dec 2018 Verifiable CPD activity 1,5




2018 Webinar: The future of health

insurance cover and health care brokersVerifiable CPD activity 1,5










25,26 & 27 September 2018 Verifiable CPD activity 2,5

21, 22 & 23 August 2018 Verifiable CPD activity 2




29,30,31 Oct. 01,02 Nov 2018 Verifiable CPD activity 1

On-going October 2018 till October 2019 Verifiable CPD activity 0,5





October 2018 till October 2019 Verifiable CPD activity 8,5








On-going October 2018 till October 2018 Verifiable CPD activity 10




15 October 2018 till 15 October 2019 Verifiable CPD activity 0,5






06, 11 Sept 10 Oct 2018 Verifiable CPD activity 1,5


07 November 2018 to 07 November 2019 Verifiable CPD activity 2













20 August 2018 till 20 August 2019 Verifiable CPD activity 4,5






11 October 2018 Verifiable CPD activity 6







03 & 04 September 2018 Verifiable CPD activity 6,5

17 July till 01 August 2018 Verifiable CPD activity 1



29 October till 07 December 2018 Verifiable CPD activity 2


22 Oct till 26 October 2018 Verifiable CPD activity 1,5

October 2018 Verifiable CPD activity 1

08 October till 11 October 2018 Verifiable CPD activity 1,5




22 October to 15 November 2018 Verifiable CPD activity 1

19 September to 23 October 2018 Verifiable CPD activity 1


15 November 2018 Verifiable CPD activity 1

02, 07, 15 November 2018 Verifiable CPD activity 1

17, 18, 23 & 24 October 2018 Verifiable CPD activity 3



01 & 02 November 2018 Verifiable CPD activity 7


06, 07, 08 & 09 November 2018 Verifiable CPD activity 1





07,08,14,15,22,26 Nov, 03 & 05 Dec 2018 Verifiable CPD activity 1



November 2018 till November 2019 Verifiable CPD activity 1,5

08 November 2018 & 09 November 2019 Verifiable CPD activity 9

13 November 2018 Verifiable CPD activity 0,5

20 February 2019 Verifiable CPD activity 1,5


20 Sept, 30 Oct., 13 Nov 2018 Verifiable CPD activity 1,5

12-Nov-18 Verifiable CPD activity 1,5


27, 28 & 29 November 2018 Verifiable CPD activity 3

08-Nov-18 Verifiable CPD activity 1





November 2018 till November 2019 Verifiable CPD activity 7



07 Spetember 2018 Verifiable CPD activity 1

23 November 2018 – 22 November 2019 Verifiable CPD activity 3

06,07,08,12,14 & 15 November 2018 Verifiable CPD activity 1






16 & 17 October 2018 18 & 19 October 2018Verifiable CPD activity 2




12 November 2018 till November 2019 Verifiable CPD activity 2

05 November 2018 till 05 November 2019 Verifiable CPD activity 1,5








11-Sep-18 Non-Verifiable CPD activity 1,5

11-Sep-18 Non-Verifiable CPD activity 1,5

17, 18 & 23 October 2018 Verifiable CPD activity 1,5

20,21,22 & 28 Npvember 2018 Verifiable CPD activity 1



Nov-18 Verifiable CPD activity 2









17 September 2018 - 17 September 2019 Verifiable CPD activity 2,5

17 September 2018 - 17 September 2019 Verifiable CPD activity 2,5


15,21,22,23 & 27 November 2018 Verifiable CPD activity 3


13, 14 & 15 November 2018 Verifiable CPD activity 2

03, 19 October, 09 November 2018 Verifiable CPD activity 1

14 & 15 June 2018 Verifiable CPD activity 3




22 November 2018 till November 2019 Verifiable CPD activity 5


10, 11 & 13 December 2018 Verifiable CPD activity 1


08,09,10 & 11 October 2018 Verifiable CPD activity 1


Oct-18 Verifiable CPD activity 1,5





22 November 2018 till 22 November 2019 Verifiable CPD activity 2


December 2018 till December 2019 Verifiable CPD activity 4


07 December 2018 Verifiable CPD activity 1


15 October to 25 October 2018 Verifiable CPD activity 1,5




December 2018 till December 2019 Verifiable CPD activity 6,5





20 November 2018 and 21 November 2019 Verifiable CPD activity 1,5

08 November 2018 & 09 November 2018 Verifiable CPD activity 2

24 October 2018 & 25 October 2018 Verifiable CPD activity 1






May 2018 till April 2019 Verifiable CPD activity 1

August 2018 till August 2019 Verifiable CPD activity 1,5



28 November 2018 till 06 December 2018 Verifiable CPD activity 0,5



22 May till 2 July 2018 Non-verifiable CPD activity 3









01 December 2018 – 30 November 2019 Verifiable CPD activity 2,5







15 December 2018 till 15 December 2019 Verifiable CPD activity 5,5



1 January 2019 – 31 December 2019 Verifiable CPD activity 6






01 June 2018 till 31 May 2019 Verifiable CPD activity 6










06 November till 09 November 2018 Verifiable CPD activity 5,5





06 November till 09 November 2018 Verifiable CPD activity 5,5


03 December 2018 till 03 December 2019Verifiable CPD activity 1,5






21 February 2019 Verifiable CPD activity 6


23 October to 25 October 2018 Verifiable CPD activity 3

17 September & 21 September 2018 Verifiable CPD activity 1




01 January 2019 till 31 December 2019 Verifiable CPD activity 4



22 January 2019 23 January 2019


28 January 2019 29 January 2019 Verifiable CPD activity 4


01 January 2019 till 31 December 2019 Verifiable CPD activity 4,5





04 February 2019 06 February 2019

11 February 2019 12 February 2019 Verifiable CPD activity 1,5






17 October 2018 18 October 2018 Verifiable CPD activity 1

28 September 2018 Verifiable CPD activity 1








January 2018 till November 2018 Verifiable CPD activity 10,5

January 2019 till December 2019 Verifiable CPD activity 1,5








17 January 2019 30 January 2019 Verifiable CPD activity 1

'August 2018 till August 2019 Verifiable CPD activity 0,5







'August 2018 till August 2019 Verifiable CPD activity 11

January 2019 till December 2019 Verifiable CPD activity 1










29 January 2019 05 February 2019

19 February 2019 5 March 2019

19 March 2019 26 March 2019


25 January 2019 Verifiable CPD activity 4,5

16 January 2019 to 29 January 2019 Verifiable CPD activity 0,5

01 February 2019 till 31 December 2019 Verifiable CPD activity 2







22 January 2019 06 February 2019 11

February 2019 Verifiable CPD activity 0,5


22 February 2019 25 February 2019 04

March 2019 05 March 2019 Verifiable CPD activity 1


29 January 2019 till 08 March 2019 Verifiable CPD activity 0,5

January 2019 Verifiable CPD activity 1,5


From 31 January 2019 – 31 January 2020 Verifiable CPD activity 12,5

24 January 2019 Verifiable CPD activity 1



01 February 2019


07 February 2019


13 February 2019

14 February 2019

Verifiable CPD activity

1,5


06 February 2019


13 February 2019

14 February 2019


1


15 February 2019


26 February 2019

05 March 2019 07 March 2019


1,5

1 June 2018 to 31 May 2019 Verifiable CPD activity 17




11 February 2019 till 21 February 2019 Verifiable CPD activity 1

31 January 2019 & 01 February 2019 Verifiable CPD activity 0,5

04 February 2019 till April 2019 Verifiable CPD activity 0,5


30 January 2019 till 07 February 2019 Verifiable CPD activity 1,5


21 February 2019 & 22 February 2019 Verifiable CPD activity 1,5


04 February 2019 till 06 February 2019 Verifiable CPD activity 3

01 February 2019 to 31 January 2020 Verifiable CPD activity 6

01 February 2019 to 31 January 2020 Verifiable CPD activity 1,5








June 2018 till May 2019 Verifiable CPD activity 6

June 2018 till May 2019 Verifiable CPD activity 6


June 2018 till May 2019 Verifiable CPD activity 4,5

June 2018 till May 2019 Verifiable CPD activity 5,5

11-12 February 2019 13-14 February

2019

19-20 February 2019 21-22 February

2019


01 June 2018 till 31 May 2019 Verifiable CPD activity 15,5



01 August & 02 August 2018 Verifiable CPD activity 1

31 January & 31 January 2019 Verifiable CPD activity 3,5

11 February till 15 February 2019 Verifiable CPD activity 2



January till December 2019 Verifiable CPD activity 1

January till December 2019 Verifiable CPD activity 1,5




12, 13, 14, 15, 19, 21 February 2019 Verifiable CPD activity 15

Jan 2019 till December 2019 Verifiable CPD activity 17,5

Jan 2019 till December 2019 Verifiable CPD activity 3

16 January 2019 and 17 January 2019 Verifiable CPD activity 7,5

February 2019 till February 2020 Verifiable CPD activity 2

12, 13, 20 & 26 February 2019 Verifiable CPD activity 1

February 2019 till January 2019 Verifiable CPD activity 3,5

1 February 2019 – 31 January 2020 Verifiable CPD activity 4,5






February 2019 till January 2020 Verifiable CPD activity 2




20 June 2019 06 June 2019 Verifiable CPD activity 6




07& 09 March 2019 Verifiable CPD activity 1

March 2019 till Feb 2020 Verifiable CPD activity 1

26 February till 07 March 2019 Verifiable CPD activity 2

30 May 2019 Verifiable CPD activity 5


04 Feb till 06 Feb 2019 Verifiable CPD activity 2



07 February & 08 February 2019 Verifiable CPD activity 4,5

28 February 2019 till 01 March 2019 Verifiable CPD activity 2

17 January & 18 January 2019 Verifiable CPD activity 4


Jan till December 2019 Verifiable CPD activity 3,5


11 October and 27 November 2018 Verifiable CPD activity 0,5






28 January 2019 till 07 February 2019 Verifiable CPD activity 0,5





21 January 2019 till 01 April 2019 Verifiable CPD activity 1



March 2019 till Feb 2020 Verifiable CPD activity 1,5









January till February 2019 Verifiable CPD activity 24

January till February 2019 Verifiable CPD activity 24

February till March 2019 Verifiable CPD activity 6



06 March 2019 12 March 2019 13 March 2019Verifiable CPD activity 1



January till December 2019 Verifiable CPD activity 2


06 December 2018 Verifiable CPD activity 1,5

01 February 2019 till 01 February 2020 Verifiable CPD activity 3,5

08 & 09 April 2019 10 & 11 April 2019 Verifiable CPD activity 10,5

07 & 08 February 2019 Verifiable CPD activity 3

04 February 2019 till 06 March 2019 Verifiable CPD activity 0,5


31 January 2019 till 31 January 2020 Verifiable CPD activity 6

31 January 2019 till 31 January 2020 Verifiable CPD activity 6,5

05 March 2019 06 March 2019 07

March 2019 Verifiable CPD activity 0,5

12 March 2019 13 March 2019 Non-verifiable CPD activity 3


1 October 2018 till 31 September 2019 Verifiable CPD activity 0,5

01 December 2018 till 31 November 2019 Verifiable CPD activity 0,5





01 March 2019 till 28 February 2020 Verifiable CPD activity 2


6 December 2018 till 06 December 2019 Verifiable CPD activity 1

15 March 2019 Verifiable CPD activity 2,5


March 2019 till February 2020 Verifiable CPD activity 7


01 February 2019 till 01 January 2020 Verifiable CPD activity 7,5



05 March till 08 March 2019 Verifiable CPD activity 3,5

March 2019 till February 2020 Verifiable CPD activity 2,5

07 & 08 February 2019 Verifiable CPD activity 3


08 March 2019 till 14 March 2019 Verifiable CPD activity 1

11 March 2019 till 14 March 2019 Verifiable CPD activity 2,5









27 March till 27 February 2019 Verifiable CPD activity 1


11 March 2019 29 March 2019 Verifiable CPD activity 1,5


05 February 2019


Verifiable CPD activity 7,5

28 February 2019 05 March 2019 07 March

2019

13 March 2019 14 March 2019


07 March 2019 Verifiable CPD activity 1




February 2019

28 February 2019 05 March 2019

06 March 2019


March 2019 till March 2020 Verifiable CPD activity 1

March 2019 till March 2020 Verifiable CPD activity 1,5





12 March till 14 March 2019 Verifiable CPD activity 3


11 March 2019 12 March 2019 Verifiable CPD activity 1,5














February 2019 14 March 2019


March 2019 Verifiable CPD activity 1,5

21 May 2019 22 May 2019 26 June

2019 14 November 2019 Verifiable CPD activity 0,5


08 & 29 October 2018 07 & 14 November 2018 Verifiable CPD activity 1



January 2019 to December 2019 Verifiable CPD activity 1

25, 27 Feb, 04, 06, 07, 12 & 13 March 2019 Verifiable CPD activity 1

12 April 2019 Verifiable CPD activity 0,5




Jan till December 2019 Verifiable CPD activity 0,5

Jan till December 2019 Verifiable CPD activity 6




01 & 03 April 2019 Verifiable CPD activity 3,5

09-Apr-19 Verifiable CPD activity 2

7 March 2019 13 March 2019 14 March 2019Verifiable CPD activity 1

11 - 13 February 2019 Verifiable CPD activity 1

March 2019 - February 2020 Verifiable CPD activity 12


03 July 2018 Verifiable CPD activity 4,5




January till Decmeber 2019 Verifiable CPD activity 1


12 & 13 February 2019 14 & 15 February 2019 Verifiable CPD activity 1

19 & 26 February 2019 20 & 21 February

2019 22 February 2019 Verifiable CPD activity 2

Every 3 weeks / Once a month Verifiable CPD activity 5,5








11, 12, 13, 14 & 15 March 2019 Verifiable CPD activity 0,5


March 2019 till March 2020 Verifiable CPD activity 1,5


25 Feb, 28 Feb & 13 March 2019 Verifiable CPD activity 0,5














March 2019 till February 2020 Verifiable CPD activity 6.5



19, 20, 21, 27 February 2019 Verifiable CPD activity 7

29, 30, 31 January 04, 06, 07, 08, 11, 12

February 2019 Verifiable CPD activity 1,5





















06 March 2019 till 06 February 2020 Verifiable CPD activity 4,5

March 2019 to February 2020 Verifiable CPD activity 4



March 2019 to February 2020 Verifiable CPD activity 0,5

27 & 28 March 2019 Verifiable CPD activity 0,5



March 2019 – October 2019 Verifiable CPD activity 1



25 - 27 March 2019 Verifiable CPD activity 3,5



17 April 2019 Verifiable CPD activity 7







13 September 2018 14 September 2018



11, 12, 13, 14, 15 March 2019 Verifiable CPD activity 3,5













02 April 2019 03 April 2019 Verifiable CPD activity 3,5

April 2019 to March 2020 Verifiable CPD activity 2

April 2019 to March 2020 Verifiable CPD activity 0,5


26 - 28 March 2019



01 April 2019 till 31 March 2020 Verifiable CPD activity 1,5

1 April 2019 – 31 March 2020 Verifiable CPD activity 1

1 April 2019 – 31 March 2020 Verifiable CPD activity 4

01 April 2019 till 31 March 2020 Verifiable CPD activity 1

















25 April 2019 - 15 May 2019 Verifiable CPD activity 5,5




01st April 2019 - 31

st March 2020 Verifiable CPD activity 2

27, 28, 02, 04 & 5 March /April – Quorum

26, 3, 4, & 16 March and April – Investment

Centres

16 May – Investment Centre Verifiable CPD activity 1













06 March 2019 - 06 February 2020 Verifiable CPD activity 2,5

18 October 2018 - 17 September 2019 Verifiable CPD activity 2,5


November & December 2019 Verifiable CPD activity 3


01 February 2019 - 31 January 2020 Verifiable CPD activity 1,5

01 February 2019 - 31 Janusry 2020 Verifiable CPD activity 2



01 & 02 August 2018 till 31 May 2019 Verifiable CPD activity 2

26th & 27th September 2018 till 31 May 2019 Verifiable CPD activity 13

01 March 2019 – 28 February 2020 Verifiable CPD activity 14


14th & 15th November 2018 till 31 May 2019 Verifiable CPD activity 1









04, 06, 07, 11, 12, 14, 15 March 2019 Verifiable CPD activity 6,5

15 April till 17 April 2019 Verifiable CPD activity 2

06 March - 08 March 2019

11 March 2019 12 March 2019

08 April 2019



01st May 2019 – 30th April 2020 Verifiable CPD activity 0,5


28th & 29th January 2019 Verifiable CPD activity 5



31 August 2018 and 1 September 2018 Verifiable CPD activity 11

24 April 2019 till 23 April 2020 Verifiable CPD activity 11



01 April 2019 till 31 April 2020 Verifiable CPD activity 1,5



27 March 2019 – 27 March 2020 Verifiable CPD activity 1,5


26 March 2019 to 26 February 2020 Verifiable CPD activity 5

01 March - 31 March 2019 Verifiable CPD activity 1,5


08th April 2019 – 07th March 2020 Verifiable CPD activity 1,5






14th February 2019 - 14th Janusry 2020 Verifiable CPD activity 3


9 – 11 April 2019 Verifiable CPD activity 1,5

01 April 2019 - 01 March 2020 Verifiable CPD activity 6,5



4th April 2019 Verifiable CPD activity 1

01 April - 03 April 2019

05 April 2019


01st April 2019 – 31




6, 15, 21, 22, 25 June 2018

10, 12 July 2018

6, 7, 8, 14, 22, 23, 31 August 2018 Verifiable CPD activity 2

01st January 2019 – 31

st December 2019 Verifiable CPD activity 2


01st April 2019 - 01st March 2020 Verifiable CPD activity 23,5


15th and 16th of April 2019 Verifiable CPD activity 2,5


26th March 2019 Verifiable CPD activity 2

31st January 2019 – 31

st January 2020 Verifiable CPD activity 3



01st April 2019 – 31


13 Feb, 14 Feb, 20 March 2019 Verifiable CPD activity 0,5


11 January 2019 – 11 December 2019 Verifiable CPD activity 1



01st April 2019 – 01

st April 2020 Verifiable CPD activity 2,5


11 & 12 April 2019 Verifiable CPD activity 1,5

11 April 2019 & 13 June 2019 Verifiable CPD activity 2

01st April 2019 – 01



20th

& 21st May 2019 Verifiable CPD activity 4



01st April 2019 – 01

st April 2020 Verifiable CPD activity 5


15 April 2019 – 15 April 2020 Verifiable CPD activity 6,5




01st April 2019 – 01


04th April 2019 Verifiable CPD activity 2,5


06th March 2019 Verifiable CPD activity 2


02 April - 03 April 2019 Verifiable CPD activity 2

13th & 14th February 2019 Verifiable CPD activity 1

14 February 2019 till 14 February 2020 Verifiable CPD activity 2,5


01 February 2019 till 31 Jan 2020 Verifiable CPD activity 13

01 February 2019 till 31 Jan 2020 Verifiable CPD activity 2

12th

April 2019 – 12th

April 2020 Verifiable CPD activity 2

14th

May 2019 – 07th


06 May 2019 – 06 May 2020 Verifiable CPD activity 4,5

01st April 2019 – 01

St April 2020 Verifiable CPD activity 1,5

07th

May 2019 – 16th

May 2019 Verifiable CPD activity 2

24th

April 2019 – 28th


March 2019 to April 2020 Verifiable CPD activity 7


April 2019 – October 2019 Verifiable CPD activity 2

06 May 2019 Verifiable CPD activity 1,5





01 April 2019 - 01 April 2020 Verifiable CPD activity 9


May 2019 Verifiable CPD activity 4,5




01st April 2019 – 01


01st April 2019 – 01



01st April 2019 – 01st April 2020 Verifiable CPD activity 1

08 & 09 May 2019 Verifiable CPD activity 0,5






27th

– 28th

March 2019 Verifiable CPD activity 2


01st April 2019 – 01





07 Janary 2019 till 07 January 2020 Verifiable CPD activity 1,5

01st June 2019 - 01st June 2020 Verifiable CPD activity 8


25 july 2019 - 25 july 2020 Verifiable CPD activity 2

03rd June 2019 - 03rd June 2020 Verifiable CPD activity 1,5




01 may 2019 - 01 may 2020 Verifiable CPD activity 3,5

2 may 2019 - 01 may 2020 Verifiable CPD activity 1


2nd May 2019 – 15th May 2019 Verifiable CPD activity 2

April 2019 - March 2020 Verifiable CPD activity 1,5

April 2019 Verifiable CPD activity 1,5

1 May 2019 – 5 May 2020 Verifiable CPD activity 1

02 April 2019 & 03 April 2019 Verifiable CPD activity 1





01 May 2019 till 31 April 2020 Verifiable CPD activity 1


08-Feb-19 Verifiable CPD activity 6,5



11-Jan-19 Verifiable CPD activity 1


06 May 2019 till 05 May 2019 Verifiable CPD activity 3




14 May 2019 16 May 2019 Verifiable CPD activity 2,5

26 - 27 March 2019 Verifiable CPD activity 1,5

01 March 2019 – 01March 2020 Verifiable CPD activity 3

20-Feb-19 Verifiable CPD activity 2

18-Feb-19 Verifiable CPD activity 5,5




01 May 2019 till 30 April 2020 Verifiable CPD activity 1,5


06 May 2019 till 05 May 2019 Verifiable CPD activity 5,5









13 amy 2019 till 01 June 2019 Verifiable CPD activity 6

31st January 2019 Verifiable CPD activity 6

04th April 2019 Verifiable CPD activity 4,5

09 - 16 April 2019 Verifiable CPD activity 6

May 2019 till March 2020 Verifiable CPD activity 1


May 2019 till April 2020 Verifiable CPD activity 1,5


02 April 2019 03 April 2019


01st May 2019 – 01

st May 2020 Verifiable CPD activity 1,5

01st May 2019 – 01

st May 2020 Verifiable CPD activity 1

07th May 2019 Verifiable CPD activity 3


November till December 2018 Verifiable CPD activity 1,5

November 2018 Verifiable CPD activity 4,5

May 2019 till 30 April 2020 Verifiable CPD activity 7,5

May 2019 till 30 April 2020 Verifiable CPD activity 2

10 June 2019 - 11 May 2020 Verifiable CPD activity 0,5




07 & 08 March 2019 Verifiable CPD activity 2


12th April 2019 - 12th April 2020 Verifiable CPD activity 2


01st May 2019 - 01st May 2020 Verifiable CPD activity 1



01st March 2019 - 01st March 2020 Verifiable CPD activity 3

13th May 2019 - 13th May 202 Verifiable CPD activity 1

05 June - 16 July 2019 Verifiable CPD activity 1

13th May 2019 - 13th May 202 Verifiable CPD activity 1





20th

- 22nd



17 & 18 July 2019 Verifiable CPD activity 1,5











01st June 2019 – 01

st June 2020 Verifiable CPD activity 1

01st June 2019 – 01

st June 2020 Verifiable CPD activity 1

2nd June 2019 – 01st June 2020 Verifiable CPD activity 1

01 June 2019 – 01 June 2020 Verifiable CPD activity 1,5







18 June 2019 19 June 2019 Verifiable CPD activity 2,5

14 May 2019 07 May 2019 06 May 2019

13 May 2019 15 May 2019 10 May 2019


August 2018 Verifiable CPD activity 1


01st June 2019 – 01

st June 2020 Verifiable CPD activity 5,5


3rd June 2019 – 01st June 2020 Verifiable CPD activity 0,5


07th May 2019 Verifiable CPD activity 2




14 & 15 Marhc 2019 Verifiable CPD activity 1

27 may - 04 June 2019 Verifiable CPD activity 1

01 March 2019 04 March 2019 06

March 2019 16 March 2019 Verifiable CPD activity 2

20 May tilll 24 May 2019 Verifiable CPD activity 3,5

11 June 2019 13 June 2019 Verifiable CPD activity 6,5


15 May 2019 22 May 2019 29 May 2019 Verifiable CPD activity 4

06th

May 2019 – 15th


13 May till 17 May 2019 23 May 2019


01st May 2019 - 01st May 2020 Verifiable CPD activity 2,5

24th May 2019 Verifiable CPD activity 4,5












'Date of event 08 May 2019 till 28 June 2019 Verifiable CPD activity 4,5










17th

April 2019 – 25th





Quarterly – Q1 2019 Verifiable CPD activity 1,5

01 January 2019 till 30 April 2019 Verifiable CPD activity 1







06 June 2019 10 June 2019 11 June

2019 12 June 2019 13 June 2019 Verifiable CPD activity 0,5


26th march - 4 April 2019 Verifiable CPD activity 2


30 April 2019 till 17 May 2019 Verifiable CPD activity 0,5





29 May 2019 31 May 2019 06 June

2019 07 June 2019 10 June 2019

12 June 2019 13 June 2019




28 May 2019 29 May 2019 Verifiable CPD activity 2


12-Apr-19 Verifiable CPD activity 3,5

29-Mar-19 Verifiable CPD activity 1,5

10-Dec-19 Verifiable CPD activity 6,5


01st – 31


01st – 31


01st – 31


01st – 31


24th


20 & 21 May 2019 10 June 2019 Verifiable CPD activity 2

21 May - 7 June 2019 Verifiable CPD activity 1

13 May 2019 14 May 2019 16 May 2019 Verifiable CPD activity 1

01 March - 29 April 2019 Verifiable CPD activity 1

14 May 2019 16 May 2019 21 May 2019

22 May 2019 23 May 2019 28 May

2019 Verifiable CPD activity 3,5



01 june 2019 - 01 june 2020 Verifiable CPD activity 4

20 May 2019 22 May 2019







01-31 May 2019 Verifiable CPD activity 1,5


10-Apr-19 Verifiable CPD activity 1

22 July 2019 23 July 2019 Verifiable CPD activity 1

26 March 2019 till 26 Feb 2020 Verifiable CPD activity 1

01 May 2019 - 31 October 2019 Verifiable CPD activity 1

01 june 2019 - 01 june 2020 Verifiable CPD activity 1,5


01 May 2019 - 31 October 2019 Verifiable CPD activity 1











16, 17 May 2019 Verifiable CPD activity 1,5

0 Feb 2019 Verifiable CPD activity 3

01 May 2019 - 01 May 2020 Verifiable CPD activity 1,5

7 June 2019 31 May 2019

30 May 2019 4 June 2019 Verifiable CPD activity 1,5

16,22,23,24 May 2019 Verifiable CPD activity 3





01 march 2019 -01 march 2020 Verifiable CPD activity 2

01 May 2019 - 01 May 2020 Verifiable CPD activity 1

14-Jun-19 Verifiable CPD activity 3,5




17 May 2019 21 May 2019



23rd

& 24th


27 February 2019 till 23 May 2019 Verifiable CPD activity 3

14th

& 22nd









18th March 2019 Verifiable CPD activity 1,5

01 jan 2019 - 01 Jan 2020 Verifiable CPD activity 1,5

18 July 2019 19 July 2019 22 July

2019 23 July 2019

25 July 2019 26 July 2019 30 July

2019 31 July 2019


04 - 10 June 2019 Verifiable CPD activity 4

14th 17th May 2019 Verifiable CPD activity 2


2018 Verifiable CPD activity 2,5


01 October 2018 till 30 September 2019 Verifiable CPD activity 1













07 June 2019 Verifiable CPD activity 1


16-May-19 Verifiable CPD activity 1,5











01st February 2019 – 01

st February 2020 Verifiable CPD activity 2,5





15,20,21 May 2019 Verifiable CPD activity 8,5



May - June 2019 Verifiable CPD activity 8,5

01 June 2019 - 01 June 2020 Verifiable CPD activity 8,5













01 may 2019 -01 may 2020 Verifiable CPD activity 1,5

01 May 2019 - 01 May 2020 Verifiable CPD activity 3

01st june 2019 - 31st may 2019 Verifiable CPD activity 1,5

18 June 2019 till 05 July 2019 Verifiable CPD activity 8,5

June - August 2019 Verifiable CPD activity 8,5

11 July 2019 till 11 June 2020 Verifiable CPD activity 8,5

june 2019 - june 2020 Verifiable CPD activity 8,5







04 & 06 Jue 2019 Verifiable CPD activity 0,5







04th june 2019 - 04th june 2020 Verifiable CPD activity 1

04 June 2019 till 03 June 2020 Verifiable CPD activity 1,5

04 June 2019 till 03 June 2020 Verifiable CPD activity 1















01 July 2019 till 31 May 2020 Verifiable CPD activity 5,5



01 june 2018 -30 may 2019 Verifiable CPD activity 1

08 - 16 July 2019 Verifiable CPD activity 3

04 June 2019 Verifiable CPD activity 4,5




11 June 2019 12 June 2019


12 June 2019 till 11 June 2020 Verifiable CPD activity 6


01 July 2019 till 31 May 2020 Verifiable CPD activity 9,5

01 june 2019 - 28 feb 2019 Verifiable CPD activity 17

01 june 2019 -01 june 2020 Verifiable CPD activity 0,5





07-Jun-19 Verifiable CPD activity 5

05 Marcy 2019 Verifiable CPD activity 0,5






11 July 2019 31 July 2019 Verifiable CPD activity 4,5

19 june 2019 - 17 july 2019 Verifiable CPD activity 2







25th

June 2019 – 25th





18 - 20 June 2019 Verifiable CPD activity 7,5


9 July 2019 10 July 2019 30 July 2019

31 July 2019 6 August 2019






04 – 05 June 2019 06 – 07 June 2019

25 – 26 July 2019 Verifiable CPD activity 0,5

10 June 2019 11 June 2019

12 June 2019 13 June 2019

14 June 2019 Verifiable CPD activity 3,5


01st June 2019 – 01st June 2020 Verifiable CPD activity 1

04 – 05 July 2019 Verifiable CPD activity 5,5

June 2019 till 31 May 2020 Verifiable CPD activity 1


14 August 2019 21 August 2019Verifiable CPD Activity 1,5

01 June 2019 till 31 May 2020 Verifiable CPD Activity 0,5

01 June 2019 - 01st June 2020 Verifiable CPD Activity 1

2 June 2019 - 01st June 2020 Verifiable CPD Activity 3,5



10-11 July 2019 Verifiable CPD Activity 1

Quarterly 2019 Verifiable CPD Activity 0,5

09 July 2019 till 08 July 2020 Verifiable CPD Activity 13,5

16 July 2019 18 July 2019 24 July 2019Verifiable CPD Activity 12,5

18th

& 19th

July 2019 | 15th

& 16th

August 2019Verifiable CPD Activity 1

11 June till 13 June 2019 Verifiable CPD Activity 12,5

15th

- 16th

July 2019 | 17th

– 19th

July 2019 Verifiable CPD Activity 3

16 July 2019 18 July 2019 24 July 2019Verifiable CPD Activity 10

3 june 2019 - 03 june 2020 Verifiable CPD Activity 0,5

July 2019 till 31 May 2020 Verifiable CPD Activity 2

26 June 2019 Verifiable CPD Activity 1

23 July 2019 Verifiable CPD Activity 3

03 - 18 July 2019 Verifiable CPD Activity 0,5

05 June 2019 Verifiable CPD Activity 0,5


July 2019 till March 2020 Verifiable CPD Activity 0,5

July 2019 till June 2020 Verifiable CPD Activity 1,5

July 2019 till June 2020 Verifiable CPD Activity 1,5

23 July 2019 till 22 July 2020 Verifiable CPD Activity 1

26 September 2019 till 25 September 2020 Verifiable CPD Activity 4,5

October 2019 till September 2020 Verifiable CPD Activity 10,5

18 july 2019 - 18 july 2020 Verifiable CPD Activity 5

15 August 2019 - 15 Agust 2020 Verifiable CPD Activity 11

24th May 2019 Verifiable CPD Activity 1,5

01 July 2019 till 31 June 2020 Verifiable CPD Activity 1,5

1 July 2019 - 31 May 2020 Verifiable CPD Activity 6


October 2019 till September 2020 Verifiable CPD Activity 0,5

01 July 2019 till 31 June 2020 Verifiable CPD Activity 1

03-04 June 2019 Verifiable CPD Activity 0,5

01 june 2019 - 31 may 2020 Verifiable CPD Activity 1


23 July and 25 July 2019 Verifiable CPD Activity 12

18 june - 21 july 2019 Verifiable CPD Activity 1,5


July 2019 till 31 June 2020 Verifiable CPD Activity 8

15 April 2019 16 April 2019 17 April 2019 Verifiable CPD Activity 1

1 July 2019 - 31 May 2020 Verifiable CPD Activity 2

5, 6 july 2019 Verifiable CPD Activity 1

4-18 June 2019 Verifiable CPD Activity 18


July 2019 – June 2020 Verifiable CPD Activity 1

16-Jul-19 Verifiable CPD Activity 1,5

01 August 2019 Verifiable CPD Activity 2

10 july 2019 Verifiable CPD Activity 2

23 July 2019 22 June 2020 Verifiable CPD Activity 0,5


27 May 2019 28 May 2019 29 May 2019Verifiable CPD Activity 15

03 September 2019 till 31 May 2020 Verifiable CPD Activity 3

05 September 2019 till 31 May 2020 Verifiable CPD Activity 4

17 July 2019 19 July 2019 23 July 2019Verifiable CPD Activity 2

15th

July 2019 – 18th


17 & 19 July 2019 Verifiable CPD Activity 4

01st July 2019 – 01st July 2020 Verifiable CPD Activity 1

23rd

July 2019 – 31st August 2019 Verifiable CPD Activity 3

17th

& 18th

July 2019 | 02nd

August 2019 | 10th

September 2019Verifiable CPD Activity 1

01st September 2019 – 01

st September 2020 Verifiable CPD Activity 1



09 & 10 May 2019 Verifiable CPD Activity 2

13 August 2019 14 August 2019 15

August 2019

16 August 2019 20 August 2019 Verifiable CPD Activity 1




02 August 2019 04 September 2019

31 January 2020 Verifiable CPD Activity 7

23 July 2019 - 22 July 2020 Verifiable CPD Activity 0,5



11-Jul-19 Verifiable CPD Activity 6

18 & 29 July 201 Verifiable CPD Activity 1

06 august 2019 - 06 august 2020 Verifiable CPD Activity 2

19th

July 2019 Verifiable CPD Activity 1,5

15 May 2019 Verifiable CPD Activity 0,5

27 & 28 June 2019 Verifiable CPD Activity 1

01 August 2019 till 31 July 2020 Verifiable CPD Activity 3

01 August 2019 till 31 July 2020 Verifiable CPD Activity 1,5



10-Jul-19 Verifiable CPD Activity 7

20th

& 22nd

August 2019 Verifiable CPD Activity 2




13 May 2019 Verifiable CPD Activity 1,5

28 - 30 July 2019 Verifiable CPD Activity 5

01st August 2019 Verifiable CPD Activity 6,5

01st July 2019 – 01

st July 2020 Verifiable CPD Activity 1,5

01st July 2019 – 01

st July 2020 Verifiable CPD Activity 1,5

31 july & 01 August 2019 Verifiable CPD Activity 1,5

09 July & 10 July 2019 Verifiable CPD Activity 3,5

23-29 May 2019 Verifiable CPD Activity 1,5



13 August 2019 Verifiable CPD Activity 3,5

30 July 2019 01 August 2019

05 August 2019 07 August 2019 Verifiable CPD Activity 3,5


01 August 2019 till 31 July 2020Verifiable CPD Activity 1,5


14th

– 20th




31 July 2019 1 August 2019 21 August 2019 Verifiable CPD Activity 2,5

20-May-19 Verifiable CPD Activity 1,5

15-May-19 Verifiable CPD Activity 8,5

25-31 July 2019 Verifiable CPD Activity 2,5





23-29 May 2019 Verifiable CPD Activity 2




30 July 2019 01 August 2019

05 August 2019 07 August 2019 Verifiable CPD Activity 5,5

16 July 2019 till 15 July 2020 Verifiable CPD Activity 3



14th

– 20th



06 August 2019 Verifiable CPD Activity 5

31 July 2019 1 August 2019 21 August 2019 Verifiable CPD Activity 1,5

20-May-19 Verifiable CPD Activity 1


25-31 July 2019 Verifiable CPD Activity 3,5






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