What are the legal needs to register as a financial service or...

What are the legal needs to register as a financial service or investment company?

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First, you need the right educational training in the field of finance or, if you cannot afford to attend a college or university, you would need to apply for a learnership programme through BankSeta.

Once you have a qualification you would contact the Financial Service Board to register with them as a financial planner. Companies such as Sanlam and other large insurance companies offer industry-recognised qualification and training to become a Registered Financial Planner.

Qualifications

Unisa offers an online training course for the short term insurance industry too. All Universities offer BCom and accountancy degrees and collages offer a variety of courses as well.

More resources

Contact BankSeta and the FSB who can help you with learnerships and other advice with regard to training in the Financial Service Industry.

For more information
www.bankseta.org.za
www.fsb.co.za