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  • Qualifications
    • Postgraduate Diploma in Financial Planning (NQF 8)
    • BCom Financial Management Degree (NQF 7)
    • Advanced Certificate in Financial Planning (NQF 6)
    • Occupational Certificate: Compliance Officer (NQF 6)
    • Higher Certificate: Wealth Management (NQF 5)
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CPD PACKAGES TAILORED FOR F&I PROFESSIONALS

Your compliance journey, simplified and cost-effective.

Terms & Conditions Apply*

Fit and Proper Training for F&I Professionals in Automotive Dealerships

Your one-stop online training partner for FAIS compliance and CPD

Whether you’re new to the industry or maintaining compliance year after year, MBSE offers everything Finance and Insurance (F&I) professionals need to remain fit and proper in terms of FAIS legislation. From your first RE5 course to your annual CPD hours, our online learning platform simplifies your training journey.

CPD Cycle runs annually from 1 June to 31 May

Structured CPD Packages for Every F&I Role

F&I professionals are required to complete CPD annually, in line with the classes of business for which they are authorised. MBSE’s structured CPD packages are designed to meet these requirements efficiently, saving you time while ensuring full compliance with FSCA standards.

Which CPD Package is Right for You?

F&I professionals must complete CPD annually, based on the classes of business they’re authorised for. MBSE offers structured CPD packages to suit your needs, saving you time and ensuring you remain compliant with the FSCA.

Package 1
6 CPD Hours

When it applies
If you work in only one subclass of a single class of business (e.g. Personal Lines only)

Learning Focus: Communication and customer service essentials

Courses Included
  • Feedback with Impact: Navigating Giving and Receiving Feedback – 3.5 CPD hours
  • Automotive Finance and Insurance Customer Service – 2.5 CPD hours
R790 R711
10%
OFF
Get Started
Package 2
12 CPD Hours

When it Applies
If you work in more than one subclass within one class of business (e.g. Personal + Commercial Lines)

Learning Focus: Customer experience with key regulatory responsibilities

Courses Included
  • Feedback with Impact: Navigating Giving and Receiving Feedback – 3.5 CPD hours
  • Automotive Finance and Insurance Customer Service – 2.5 CPD hours
  • Understanding FICA – 5 CPD hours
  • Getting to Know POPIA – 1 CPD hour
R1525 R1220
20%
OFF
Get Started
Package 3
18 CPD Hours

When it applies
If you work across more than one class of business

Learning Focus: Full regulatory and conduct-focused development

Courses Included
  • Feedback with Impact: Navigating Giving and Receiving Feedback – 3.5 CPD hours
  • Automotive Finance and Insurance Customer Service – 2.5 CPD hours
  • Understanding FICA – 5 CPD hours
  • Understanding POPIA – 4 CPD hours
  • Effective Communication Skills – 1 CPD hour
R2160 R1512
30%
OFF
Get Started
Additional Products F&I Professionals Need

To be fully compliant under the FAIS Fit and Proper requirements, you also need the following training programmes, which can be purchased separately:

Understanding the NCA
Earn your NCA Card upon completion – a legal requirement for F&I professionals.

This course is for
Employees of credit providers and credit agents, including those in the motor industry.

Fees:
R3520 (incl. Vat)

Course Duration:
Estimated 8 hours
The student will have access to the material for twelve months.

Enrol
RE5 Training
Prepare for the RE5 Exam with our popular 6-week online programme.

This course is for
Preparing for the Regulatory Examination for Representatives (RE5) as required by the Financial Advisory and Intermediary Services (FAIS) Act.

Fees:
R2850 (incl. Vat)

Course Duration:
Estimated 6 weeks
The student will have access to the material for twelve months.

Enrol
Qualifications in Short-Term Insurance
If you do not yet hold a recognised qualification, choose from:

FETC Short-Term Insurance (NQF 4)

Get Started

Higher Certificate in Short-Term Insurance (NQF 5)

Get Started
Class of Business Training
Required before working under supervision or independently.

Class of Business: Short-Term Insurance – Personal Lines

Get Started

Class of Business: Short-Term Insurance – Commercial Lines

Get Started
Questions or Need Help?

Our team is ready to guide you. Email us at help@mbse.ac.za to get started.

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