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Webinars and Seminars

 

Webinars and seminars to improve your skills and earn CPD hours

Our webinars and face-to-face seminars incorporate elements of compliance and practice management 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 content using a hands-on approach. Topics include regulatory changes, risk management in the business, the responsibilities of Key Individuals and other Representatives as well as fit and proper requirements.


Face-to-face seminars

Masthead has been facilitating face-to-face seminars for over 15 years. The knowledge gained from years of experience has grown our reputation as a forerunner in this sphere. Our seminars are held in various regions and focus on topical issues to keep financial advisors and their staff up to date with the latest regulatory changes and business practices.

View and register for a face-to-face seminar in your region

Webinars

Our live webinars cover the same content presented during our face-to-face seminars and give you the opportunity to improve your skills and earn CPD hours in the comfort of your office or home.

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Why choose Masthead Webinars and Seminars?

Participating in our webinars and 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 webinars and 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 and participate in webinars.

Read more about our Webinar and Seminar topics

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

Exceptional Assistant II – How to Become an Essential Part of your FSP

Everything You Need to Know and Do to Be POPI Compliant

How to Create a Business Plan that Works

How to Create an Effective Operations Manual for your FSP

How to Prepare for a FIC Inspection

Key Individual Responsibilities – Understanding your Role and Obligations

Learn How to Build a Robust Financial Management Model

Operational Efficiency – Deliver on Promises and Drive Growth

POPI – Your Risks and Responsibilities as an Information Officer

Preparation for an FSCA Visit – What to Expect

RE 1 and RE 5 Preparation

Regulatory Landscape – Know the Impact

Requirements and Impact of FICA on Accountable Institutions

Treating Customers Fairly – How to Successfully Embed TCF Outcomes in your FSP

Understanding the General Code of Conduct

Understanding the Impact of Fit and Proper Requirements on FSPs, KIs and Reps 

 

 

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:

021 686 3588

E-mail:

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B-BBEE CERTIFICATE

Masthead is a level 1 B-BBEE contributor.

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