INVESTING & REGULATION (OPTIMAL INDIVIDUAL PACKAGE ) - Earn 18+ CPD hours with aggregated CPD certificate (Once-off cost).

INVESTING & REGULATION (OPTIMAL INDIVIDUAL PACKAGE ) - Earn 18+ CPD hours with aggregated CPD certificate (Once-off cost).

Regular price
R 799.00
Sale price
R 799.00

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

INVESTING & REGULATION - OPTIMAL INDIVIDUAL PACKAGE -  R799 pp (once-off cost).

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

Includes:

- Unlimited access to CPD content including Ethics & Practice Standards.
- Access to online assessments to generate verifiable CPD points.
- Access to certificates after completing each mini-course.
- Aggregated monthly CPD scorecard of all completed mini-courses.
- Download your aggregated CPD certificate when you want it. 

Your CPD scorecard is only accessable by clicking on a link in The BLACK ONYX Monthly Dispatch -  An informative resource for investors and financial professionals. 

Excludes:

- Group onboarding for 10+ users.
- Monthly reporting for the firm to monitor the Teams' activity.
- Consolidated report at the end of the CPD cycle.
- Group onboarding for 10+ users.
- Aggregating CPD points from THE CPD HUB into one central register.

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. 

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.