Sep 05, 2018

BLACK ONYX

Article by FIA

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Following the CPD hours mailer that was published on Thursday, 30 August 2018, should you not have seen it, you may do so here.

We would like to give you, the members, additional information on each of the partners providing CPD hours. We will be doing this over the next few weeks.

Kindly note that with reference to FPI approval 1 CPD point = 1 CPD hour

BLACK ONYX – THE CPD HUB

THE CPD HUB is powered by BLACK ONYX, offering a unique digital CPD service focussed on INVESTING and ETHICS & PRACTICE STANDARDS. For R249 / year, you can remain “Fit & Proper” from the comfort of your phone or PC, by watching videos or listening to podcasts by award-winning asset managers. Click here to learn more.

Registration process:

There is a dedicated FIA registration page to access THE CPD HUB. Please click here to register.

Categories:

The CPD content currently qualifies for all Classes of Business (COB), while focussed on INVESTING and ETHICS & PRACTICE STANDARDS. COB categories include:

#5. Short-term and Long-term Deposits
#6. Structured Deposits
#7. Investments (all 9 subclasses)
#8. Forex Investments

CPD content also includes modules on regulation compliance including ETHICS & PRACTICE STANDARDS.

You can expect a complete multi-media CPD curriculum in October with 30+ CPD hours, covering the following, while you can still register here to access existing regulatory material.

INVESTING (TRADITIONAL, PASSIVE, BOUTIQUE)

  • Unit Trusts 101
  • Hedge Funds 101
  • Regulated Hedge Funds
  • General Equity / Long Only Funds
  • Balanced Funds
  • Flexible Funds
  • Passive Funds – ETFs
  • Property Funds
  • Equity Long / Short Funds
  • Fixed Income Funds
  • Multi Strategy Funds
  • Multi Manager Funds
  • Private Equity Funds
  • Section12 Funds
  • Structured Products

REGULATION (5+ hours for ETHICS & PRACTICE STANDARDS)

  • Retail Distribution Review (RDR)
  • Fit & Proper – Board Notice 194 of 2017
  • Financial Services Regulation Overview
  • Treating Customers Fairly (TCF)
  • Financial Intelligence Centre Act (FICA)
  • Protection of Personal Information Act (POPI)
  • Financial Advisory and Intermediary Services (FAIS)
  • Financial Markets Act – Focusing on Market Abuse
  • Conflict of Interest (COI)
  • 6 Steps to Financial Planning Process

Support:

BLACK ONYX offers online support for queries that cannot be resolved off a comprehensive FAQs section on THE CPD HUB. All queries are then handled by a dedicated team via email.

Packages:

THE CPD HUB offers four packages:

1. FREE (allows users to become familiar with the services provided before committing to 12-months). Click here for a short video

  • Unlimited access to ALL their CPD content
  • Monthly update on new CPD content and interviews
  • No access to online assessments
  • No CPD certificate or scorecard

2. SILVER (entry level digital CPD package - FIA special R249 / year). Click here for a short video

    • Unlimited access to ALL their CPD content*
    • Monthly update on new CPD content and interviews
    • Access to online assessments
    • Access to certificates after completing each module on THE CPD HUB
    • Access to your CPD scorecard on the monthly report

*Covers the expense of ETHICS & PRACTICE STANDARDS CPD requirements.

3. GOLD (aggregated CPD scorecard package - FIA special R449 / year). Click here for a short video

    • Unlimited access to ALL their CPD content
    • Monthly update on new CPD content and interviews
    • Access to online assessments
    • Access to certificates after completing each module on THE CPD HUB
    • Access to your CPD scorecard on the monthly report
    • Aggregation of CPD points from other CPD service providers

4. CORPORATE (allows firms to upload multiple users onto the GOLD package - FIA special R449 / year). Click here for a short video

    • Unlimited access to ALL their CPD content
    • Monthly update on new CPD content and interviews
    • Access to online assessments
    • Access to certificates after completing each module on THE CPD HUB
    • Access to your CPD scorecard on the monthly report
    • Aggregation of CPD points from other CPD service providers

FIA members will benefit from the 50% special on the GOLD & CORPORATE package which runs until the end of November 2018.  Please click here to register.

Affiliate Program:

THE CPD HUB manages an affiliate program and pays commissions for any referrals. This will offset the costs of this regulatory burden. Click here for a short video.

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