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Headline Issue Diary Date
Rand volatility and oil shock sharpen focus on suitability and ongoing advice 412 CompliNEWS 20 Mar 2026
Discovery’s R11.5bn claims payout highlights growing focus on claims fairness 412 CompliNEWS 20 Mar 2026
Changing client expectations 411 CompliNEWS 13 Mar 2026
CDH flags stricter scrutiny on replacement policy advice and disclosure failures 411 CompliNEWS 13 Mar 2026
Financial education under the microscope: From awareness to measurable impact 411 CompliNEWS 13 Mar 2026
AI and Open Finance: opportunity on the surface, risk beneath 411 CompliNEWS 13 Mar 2026
COFI is not coming. It is already reshaping conduct 411 CompliNEWS 13 Mar 2026
Benguela Global Fund Managers (Pty) Ltd v JSE Ltd & Mr Price Group Ltd (jurisdiction re JSE Listing requirements) 411 CompliNEWS 13 Mar 2026
ISO 20022 deadline puts South Africa’s payment integrity under pressure 411 CompliNEWS 13 Mar 2026
SARS takes aim at government officials 411 CompliNEWS 13 Mar 2026
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Working Smart

By Lee Rossini

Strategic planning is the process of defining a business’s long-term direction, setting priorities, allocating resources, and establishing a roadmap to achieve business objectives. It helps businesses move beyond day-to-day operations to focus on sustainable growth, competitive positioning, and future opportunities. While strategic planning is essential for businesses of all sizes, smaller businesses face unique challenges that can make the process difficult and, in some cases, neglected altogether.

CPD

Subscribers are reminded that they can complete monthly CPD quizzes and claim CPD hours before the 31 May deadline. View the CPD FAQs for more on accessing the CPD quizzes.

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