INVESTING & REGULATION (FREE trial - Non-verifiable CPD) - No Credit Card Required

INVESTING & REGULATION (FREE trial - Non-verifiable CPD) - No Credit Card Required

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The content is developed by BLACK ONYX, a registered CPD service provider (FPI + IOBSA) and regulated FSP (47701).

INVESTING & REGULATION - FREE PACKAGE - NON-VERIFIABLE CPD POINTS. There are no assessments, therefore no certificates. Please upgrade to a suitable package is you require verifiable CPD hours and certificates.

Become familiar with our digital service and content before committing.

Limited to individual onboarding (i.e. 1 quantity at checkout), please refer to our other packages for group onboarding and additional services.

- Unlimited access to CPD content including Ethics & Practice Standards.

However ... 

- No access to online assessments in the FREE package.
- No access to certificates after completing each module in the FREE package.
- No access to your CPD scorecard via the BLACK ONYX Monthly Dispatch in the FREE package.
- No access to your aggregated CPD certificate with all the complete modules in the FREE package.

The content is created in collaboration with BLACK ONYX, an accredited CPD service provider (FPI + IOBSA) and the following asset managers and industry stakeholders. We welcome like-minded participants and fresh ideas to support the sustainability of our community.

ABSA, Acumen Capital, Blue Quadrant Capital Management, Cadiz (Warwick Wealth), Catalyst Fund Managers, Corion Capital, Florin Capital Management, Gryphon, Independent Alternatives, Investec, Laurium Capital, Marble Rock, Matrix Fund Managers, Novare, Nitrogen Fund Managers, Peregrine Capital, Reitway Global, Sasfin, Tantalum Capital, Terebinth Capital, 36ONE Asset Management, Truffle Asset Management, Westbrooke Alternative Asset Management.

If you wish to earn verifiable CPD points, you will need to complete the required assessments (FAIS). To access the assessments, you will need to upgrade to the INDIVIDUAL package for R499.

If you are a team of 10+ users, consider upgrading to our CORPORATE package and benefit from a group onboarding and centralised CPD scorecard, aggregating CPD points from multiple service providers, onto 1 CPD certificate. 

BE BETTER INFORMED through the following INVESTING modules:

• Unit Trusts 101
• Hedge Funds 101
• Basic Guide to Regulated Hedge Funds
• General Equity / Long Only
• Balanced Funds
• Flexible Funds
• Passive Funds – ETFs
• Property Funds
• Equity Long / Short Hedge Funds
• Fixed Income Funds
• Multi-Strategy Funds
• Multi-Manager Funds
• Private Equity Funds (S12j)
• Structured Products

Remain FIT & PROPER through the following REGULATION modules:

• RDR (Retail Distribution Review)
• Financial Services Regulation Overview
• Treating Customers Fairly (“TCF”)
• Financial Intelligence Centre Act “FICA”
• Protection of Personal Information Act (“POPI”)
• Financial Advisory and Intermediary Services Act (“FAIS”)
• Financial Markets Act – Focusing on Market Abuse
• Conflict of Interest (“COI”)

If you are a team of 10+ users, consider upgrading to our CORPORATE package and benefit from a group onboarding and centralised CPD scorecard, aggregating CPD points from multiple service providers, onto 1 CPD certificate. 

For more information on these investment strategies and asset managers, please refer to www.fundhub.co.za.

BE BETTER INFORMED.