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Important
FAIS CPD exemption notification
Please see below statement issued by the
FSCA as it relates to FAIS CPD activities required for South African
regulatory purposes.
FSCA FAIS Notice 35 of 2019.pdf
Explanatory Note.pdf
CFA Society South Africa is delighted to announce the recent CPD
exemption that applies to, amongst others, CFA charterholders
The exemption allows for any CFA Institute Continuing Education
(CE) verifiable activity as “extended CPD activities” provided that it is:
- Relevant
to functions and role of the CFA charterholder
- Contributes
to the skill, knowledge and expertise
- Address
identified gaps in technical and generic knowledge and
- Adequately
takes into account changing internal and external conditions relevant to
financial services and financial products
Proof of your CFA Institute membership and completion of such
“extended CPD activities ” can be submitted for verifiable CPD hours in terms
of FAIS.
Please
note:
CFA Society South Africa does not manage CFA Institute CE credits and
therefore cannot assist with loading and recording of CE credits.
Members
are required to obtain their own records and
certificates for qualifying “extended CPD activities”
Self-verified
and self-attested CE credits will not count as CPD verifiable
credits.
Based on the new development CFA Institute are issuing
verification letters as an interim solution however, they are in the process of
improving their CPD tools and the member experience. This includes allowing
members to self-serve when it comes to printing CE certificates, verification
letters, and lists of their activities.
CPD Programme Event Information
CFA Society South Africa is an accredited CPD service provider through the FPI.
Please note the process for CFA Society South Africa CPD Programme Event.
