To receive your certificate after completing a course, you now need to capture your ID number on Passmasters. This is a quick, once-off step required for FPI and CISA certification and reporting.
Log in at https://passmasters.juta.co.za with your email and password.
Follow the simple steps in the ...
By Lee Rossini
To build a sustainable business in today’s complex environment, financial planners need to offer more than expert recommendations. It requires cultivating strong partnerships with clients built on collaboration. Collaboration is more than just communication; it is the process of working jointly with clients to identify their goals, understand their challenges, and co-create tailored solutions that align with their financial aspirations. By adopting a collaborative approach, planners can gain deeper insights into client needs, strengthen trust, and deliver advice that truly resonates.
Subscribers are reminded that they can complete monthly CPD quizzes and claim CPD hours before the 31 May 2025 deadline. View the CPD FAQs for more on accessing the CPD quizzes.
