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Financial Advisory and Intermediary Services Act, 2002 (Act No. 37 of 2002)

Determination of Continuous Professional Development Requirements, 2008

Annexure

 

 

CONTINUOUS PROFESSIONAL DEVELOPMENT (CPD)

APPLICATION FOR RECOGNITION

and

INDEX OF FORMS

 

1. Purpose of application

 

The purpose of the application form is to serve as a mechanism whereby accredited training providers, institutions of higher education, professional bodies, employers and industry associations may apply for recognition of a programme for CPD purposes.

 

2. Background

 

CPD is one of the requirements that form part of the FAIS Fit and Proper dispensation which requires applicants, key individuals and representatives to complete specific CPO requirements within 3 year cycles. In order to simplify the identification of which programmes are relevant for CPO purposes, a CPO reference list of approved programmes will be developed and published. This list will be updated / amended regularly, and updates will be published on an ongoing basis.

 

3. Application process

 

Accredited training providers, institutions of higher education, professional bodies, employers and industry associations must use this CPD application form to submit new applications for programmes to be placed on the CPD List of approved programmes, or submit requests for programmes to be removed from the CPD List of approved programmes:

a) For applications for qualifications to be added to the Fit and Proper CPD List complete Form CPD1 to Form CPD 4.
b) For applications for qualifications to be removed from the Fit and Proper CPD List - complete Form CPD 5.

 

The application is to be submitted directly to the Financial Services Board (FSB): see paragraph 5 below for the relevant address / postal details, or can be submitted electronically on the FSB website.

 

The application will be considered, and the result of the application will be communicated to the applicant within a period of 4 - 6 months.

 

4. Application requirements

 

All fields included in the application form must be completed in full in order for the proposed programme(s) to be considered.

 

Submissions will be considered based on the following principles:

a) The programmes submitted for consideration; and
b) the suitability of the programmes for CPD purposes.

 

5. Submission of applications

 

Applications must be submitted directly to the Financial Services Board (FSB):

 

Delivery:

FAIS Department

CPD Programmes

Fit and Proper

1st Floor Nassau Building

Kasteelpark Office Park

Cnr. Nossob & Jochemus Street

Erasmuskloof

 

E-Mail

fitandproper@fsb.co.za

 

Postal Address:

FAIS Department

CPD Programmes

Fit and Proper

PO Box 35655

Menlo Park

Pretoria

0102

 

Please note that e-mailed documents should be provided in either MSWord or Adobe Acrobat format.

 

Submissions provided in another format will not be accepted.

 

INDEX OF FORMS

CPD 1:

Business Information of Applicant

CPD 2:

CPD Programme/ Activity Details

CPD 3:

Programme Applicability

CPD 4:

Programme Content

CPD 5:

Removal of Programme

 

 

The above forms may be found in Government Gazette No. 31514 dated 15 October 2008.