Seminars

Masthead has been facilitating seminars for over 15 years. The knowledge gained from years of experience has grown our reputation as a forerunner in this sphere. We host seminars regularly to offer you an ideal opportunity to network, improve your skills and earn CPD hours.

Our seminars are held in various regions and focuses on topical issues to keep financial advisors and their staff up to date with the latest regulatory changes and business practices. Topics include regulatory changes, risk management in the business, the responsibilities of key individuals and other representatives as well as fit and proper requirements.

We incorporate elements of compliance and practice management in all our workshops and seminars to provide a holistic overview of sound business practice. Our competent facilitators are well-versed in the subject matter and will guide you through the seminars using a hands-on approach.

Why choose Masthead seminars?

Participating in our seminars will ensure that you broaden your understanding of the regulatory environment in which an FSP functions, gain in-depth knowledge on best business practice, refresh or learn new skills, and most importantly allow you and your team to ensure the success and growth of your business.

Who should attend our seminars?

Our seminars are aimed at key personnel of Financial Services Providers including; Key Individuals, business owners, Representatives and compliance personnel. We also encourage support staff and office assistants to attend relevant seminars.

Current Seminars

A Practical Guide to developing your own FICA Risk Management & Compliance Programme

Develop a Risk Management Plan to protect your business, employees and clients

Exceptional Assistant – Improve Efficiencies to Increase Profits

Fundamentals of POPI

How to create a Business Plan that works

How to create an effective Operational Manual for your FSP

Introduction to the new Fit and Proper Requirements

Key Individuals Responsibilities – Understanding your role and obligations

Learn how to build a robust Financial Management Model

Preparation for an FSCA visit – What to expect

RE 1 and RE 5 Exam Training

Regulatory Update – Know the Impact

Requirements and Impact of FICA on accountable institutions

Short Term Fees – How to get clients to pay for the work you do

Understanding the impact of Fit and Proper Requirements of FSPs, KIs and Reps

To see all upcoming seminars in your region or to register for a seminar, visit the Masthead Learning Centre

MASTHEAD IS

A national supplier of risk management services to independent financial advisors and other licensed financial service providers (FSPs). Established in 2004, we help our clients overcome their risk management challenges so they can grow and thrive in an increasingly regulated industry. Providing professional guidance and practical support, our team of specialists is passionately committed to delivering tangible solutions.

Why Masthead?

CONTACT US

Phone:

+27 21 686 3588

E-mail:

 info@masthead.co.za

B-BBEE CERTIFICATE

Masthead is a level 2 B-BBEE contributor.

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