Strategic learning for practising professionals: a case-based approach

In a financial services environment that is constantly evolving, seasoned practitioners understand that professional development does not end with certification. Explore new courses at the School of Financial Planning at UFS.
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Tax Thursday beats Black Friday

What does Black Friday have to do with a retirement annuity? Pieter Albertyn, Head of Product Solutions at Momentum Investo, explains you can’t beat the real value that tax rebates offer.
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Is your investment making you emotional?

Investment performance can stir emotions, but understanding each asset’s purpose helps investors make better decisions, writes Janeen van Heerden, Head of Business Development at Momentum Securities. 

The index decision that matters

Index investing may remove the need to select individual shares, but it doesn’t remove the need for investment judgement, writes 1nvest’s Ahmed Motara.

Two-pot withdrawals, December bonuses and mounting debt

Are South Africans sacrificing their financial future to survive the festive season, asks Thinus Marais, Financial Adviser at Momentum Financial Planning.

What is an ETF?

Exchange-traded funds offer financial planners a growing range of options for building client portfolios.

Blue Chip ETF Guide 2027

Welcome to the 2027 edition of the Blue Chip ETF Guide, a guide to exchange traded funds in South Africa.
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