Financial
Sector Education and Training
Information
on education, training and seminars in the financial sector for inclusion is welcome!
Further reading on the
financial sector at the FSF Bookshop,
e.g. Liz Croft, Management
in the Financial Services Industry: Thriving on Organisational Change.
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The education and training section is organised as follows:
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News and press releases
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None |
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Seminars and events
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None
provided |
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Financial sector education and training
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The
Academy of Financial Markets - Business
and Financial Training |
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The
Academy of Financial Markets (AFM) provides a range of high-quality
education and training courses in financial markets, financial
instruments, financial management and business operation.
Courses on the basics of the markets, instruments, business
environment, economic environment, financial management and treasury
operations as well as more advanced courses and updates are being
presented internationally.
Consultation services are also offered in the field of treasury
set-up, funding, investment and control systems.
AFM is registered with the Department of Education as a Private Higher
Education Institution. AFM qualification courses (National Diploma -
NQF level 6, and National Higher Diploma – NQF level 7) are
registered by SAQA (South African Qualification Authority). AFM is
also accredited by the Bankseta. |
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University of Stellenbosch Business School - Masters Degree in Development Finance |
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Focusing
on development finance and Africa’s growth needs, this Master’s
Degree in Development Finance (MdevF) is the first programme of its
kind in Africa. This unique Master’s programme also ties in with
NEPAD’s objectives and the African Union’s educational objectives. |
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The
Association of Collective Investments (ACI) - ACI
Education |
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An
increasingly important area of focus for the Association of Collective
Investments is education and training. Levels of competency and
standards for financial advice have been legislated by the Financial
Services Board in an attempt to improve the quality of service offered
by the broader industry.
Collective investment scheme courses & qualifications: ACI
Introduction course; Skills programmes; Post graduate qualifications. |
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Cornerstone
Performance Solutions - Qualifications
and Learnerships |
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Cornerstone
Performance Solutions offers short courses, programmes,
qualifications, learnerships and skills assessment in the financial
sector with specific focus on banking and credit provision.
Cornerstone Performance Solutions also offers state of the art
performance coaching. |
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eDegree
- Online
distance learning |
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UK
Open University BA (Hons) Business Studies |
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Euromoney
Financial Training Africa
- Euromoney
Financial Training Africa |
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Euromoney
Financial Training Africa provides finance and banking training programmes in this
region. They offer over 140 public programmes in more than 40
countries across Europe, Middle East and Africa. A public Programme
Calendar is available for this region. All the courses are
available in-house on request, to be delivered at an appropriate
location and time.
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Euromoney Training
UK & Ireland - Euromoney
Training UK & Ireland |
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Euromoney Training UK & Ireland has
been the leading provider of practical skills training to financial
institutions and corporate treasury departments since 1987. Every year
the company organises over 150 specialised practical training courses
in the United Kingdom and Ireland alone, with topics ranging from
Derivatives, Investment Banking to Credit & Risk Management,
Capital Markets and Project Finance. To date the company has trained
over 30,000 market professionals.
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Financial
Planning Institute of South Africa (fpi) - Education |
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The
University of the Free State, through its Centre
for Financial Planning Law, in partnership with the Financial
Planning Institute, is the first academic institution in South Africa
to offer formal postgraduate qualifications giving access to
membership of the Financial Planning Institute of South Africa. The
fpi is the highly regarded professional institute for practitioners in
the financial planning industry in South Africa, carrying an
international certification benchmark of recognition by the Certified
Financial Planner Board of Standards Inc. The Faculty of Law has been
involved as moderators in the fpi’s professional examinations for
the past fifteen years. The institute offers two levels of
qualifications through the Centre namely:
 | The Post-graduate Diploma in Financial Planning -
1 year |
| The Advanced Post-graduate Diploma in Financial
Planning – 1 year |
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Financial
Times - FT Knowledge
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FT Knowledge provides innovative business and financial
training to the financial services industry and broader business
community. As the training arm of the Financial Times, they have access to some of the best intellectual capital in the
world. Since its foundation by the New York Stock Exchange in 1922 it
has become a global organisation, training over 500 000
business professionals worldwide.
In addition, eLearning
courses provide a solution to a busy work schedule, enabling you to
acquire information when and where it’s most convenient. You have
the flexibility to learn at your own pace, ask the instructor
questions at your leisure, without structured class times and
assignment deadlines. |
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Geometric
Progression - Financial
Market Training |
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Geometric
Progression is a niche Financial Markets Boutique specialising in
Training, Consulting and Research. |
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Institute of Bankers
in South Africa - Training
and Education |
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The Institute of
Bankers in South Africa offers:
| Professional development |
| Formal qualifications |
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Intec
College - Distance
learning |
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Intec,
formerly ICS, is a distance learning institution (correspondence) and
offers some courses related to the financial sector in its Business
Division:
| Financial Planning |
| Sharetrading on the JSE |
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InvestmentWise
- Financial
Services Training |
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InvestmentWise
provides training to the South African financial services industry.
They are an accredited training provider with INSETA. In contrast to
the many correspondence courses currently available in the market,
InvestmentWise believes classroom facilitation is an essential part of
the learning process. Classroom facilitation enables learners to
study part-time, whilst being supported and guided through the
learning process. |
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KESDEE - Financial
e-Learning |
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KESDEE Inc. is a
financial e-Learning company providing training solutions for finance
professionals worldwide. It specialises in developing interactive
e-Learning programs for the global finance community. Presently,
KESDEE's off-the-shelf e-learning solutions consists of 500 courses
spanning about 1500 hours of e-Learning. KESDEE's Courses cover key
finance topics related to Bank Balance Sheet management, Structured
Finance, Market Risk Management, Credit Risk Management, Operational
Risk Management, Regulation &Compliance, Derivatives, Corporate
Treasury Management, Financial markets, Insurance and Accounting.
KESDEE provides customized e-Learning & Reference solutions for
leading Banks and Financial Institutions worldwide. |
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Learn
2 Trade - Stock
Market Workshops and Self-study Courses |
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Learn
2 Trade wishes show people how to take control of their money and
create financial independence. They offer a wide range of stock market
workshops, self-study and DVD courses as well as charting software to
assist you in making money trading on the JSE. |
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Sharenet -
Comprehensive
Introduction To Investing on the JSE |
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Everyone
who wants to do well investing on the JSE needs to have a good and
clear understanding of the market, how the JSE works and how to assess
the value of a share. The course consists of 23 modules that take you
through from the basics and teaches you how to invest on the stock
market. Some of the things you will learn are:
| The benefits of share investments |
| How the JSE works |
| The process of buying and selling shares |
| How to value a company |
| What factors affect share prices |
| How to monitor your investments and track the
market |
| How to pick winning shares |
| Understand how analysts select shares using
fundamental and technical analysis and how to interpret their
research, in order to select shares for your portfolio |
| How to develop a plan and choose a spread of
investments to suit your risk profile |
| Money management and financial planning |
At the end of the course an exam is conducted over
the Internet with you, and a certificate is issued with your mark.
This course is not registered with the Department of Education. |
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South
African Institute of Financial Markets (SAIFM)
- Registered
Persons Exam (RPE)
- Senior
Dealer Financial Exam
- Financial
Derivatives Rules Exam
- Agricultural
Products Division Exam
- Technical
Analysis Exam |
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The
above qualifications are offered in terms of the
Financial Markets Control and the Stock Exchanges Control Acts and
other legislation which stipulate that the rules of a stock exchange or financial market
or other body
should provide, to the satisfaction of the Registrars
Other financial market training is provided through third parties -
see the SAIFM
Website.
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University
of South Africa (UNISA) - College
of Economic and Management Sciences |
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UNISA
is a distance learning institution (correspondence) and offers some
courses related to the financial sector:
| B Com Banking |
| B Tech Banking |
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BANKSETA
- Accredited
Training Providers |
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The
Banking Sector Education and Training Authority ETQA (Education and
Training Quality Assurance) provides a list
of accredited providers of training for the banking sector. |
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BEE;
SMME sector education and training
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The
Business School of South Africa - Business,
Management and Entrepreneurial Training and Education |
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The
Business School of South Africa is a training and educational
institution providing accelerated business, management and
entrepreneurial training and education. The focus is on specialized,
customized and accredited training workshops, and mentorship
programmes aimed at the following target audiences: Entrepreneurs and
business owners who have the desire to start and rapidly grow their
businesses; potential management individuals, graduates, supervisors,
managers and executives who wish to achieve maximum effectiveness in
the workplace. The Business School of South Africa also facilitates
professional development, promotes entrepreneurship and is a leading
business management research institution in South Africa. |
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EconoBEE
- Broad Based
Black Economic Empowerment |
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EconoBEE
is a company that specialises in Broad Based Black Economic
Empowerment. EconoBEE's goal is to help you understand, work through
and profit from Black Economic Empowerment.
| Consulting |
| Scorecard |
| Seminars/Workshops |
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Enablis
- Enablis
Entrepreneurial Network |
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Enablis
is a Canadian-based not-for-profit organisation that supports
entrepreneurs in the developing world through its member-driven
network, called Enablis Entrepreneurial Network. Enablis
Entrepreneurial Network is an organized and interactive network of
entrepreneurs in developing countries who share similar values and who
believe in the importance of small-to-medium enterprises for poverty
reduction and sustainable development. The result is a member-driven
grouping of people drawn together by their capacity for
entrepreneurship; a powerful and indigenous force for change in the
developing world. |
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Sunday
Times - Its
my ... Learning Series |
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It's
my… Learning Series is an affordable, practical and easy-to-use
adult education series, specifically designed for today's fast-moving
times. You can study online, or through CDs, in your own time. It's my…
Learning Series provides up-to-the-minute, relevant course content,
developed by educational and industry leaders with today's business
opportunities and the global economy in mind.
It's my… Learning Series covers, for example:
| It's my… Franchise |
| It's my… Sound Success |
| It's my… Intro to Business Management |
| It's my… Micro-Enterprise |
| etc. |
other courses to follow over
the next 12 months or so.
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Useful South African books
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Understanding
South African Financial Markets, van Zyl, Botha & Skerritt
2nd edition, 2006 |
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A reference and
guide for commerce students, public servants and the business
fraternity, giving an overview of how the various institutions in the
South African financial system operate as well as of the different
financial markets in the economy and the instruments traded in those
markets.
Contents: Rudiments of the South African financial system; The South
African Reserve Bank; Banks; Microfinance institutions; Regulation of
the financial markets; Insurers; Retirement funds; Investment
institutions; Risk and return; The money market; The bond market; The
share market; The foreign exchange market; and derivatives. |
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Economics
for South African students, Louis et al Fourie, Philip Mohr |
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Economics
for South African students is an introduction to economics in general,
set against a contemporary South African background. The easy style
and many practical examples make this publication accessible. The
title covers all the material usually prescribed for introductory
courses, and it lays a solid foundation for intermediate and advanced
studies in economics. |
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Public
Economics for South African Students, Estian Calitz;
Philip Black; Tjaart Steenekamp |
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This
title is an up-to-date approach to South African public economic
theory and practice, incorporating structural reforms of the tax
system. The text describes the role of government in shaping the
economy and discusses the role it should play. |
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Financial
Regulation in South Africa, Falkena,
Bamber, Llewellyn & Store, 2nd Edition.
2nd edition, 2001 |
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This book is
directed at those interested in or affected by financial regulation
and, particularly, financial regulators. The objectives are to:
| provide comprehensive information about the
theory and practice of financial regulation; |
| discuss, in particular, the objectives, goals,
targets and instruments of regulation, as well as their
alignment; |
| focus on the issue of the appropriate balance
between statutory regulatory constraints and market
incentives; |
| discuss international trends in regulation and
how regulation evolved in South Africa; |
| suggest a possible future regulatory regime for
South Africa and identify the key issues associated with such a
regime. |
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Small
Business Management Series: Basic Financial Management for
Entrepreneurs, Mzwanele Mayekiso; Welma Fourie; Willie
Conradie |
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Teaching
the basic principles of financial management, this book shows owners
or managers of businesses as well as students how to apply the
theories presented to solve financial problems that often lead to the
downfall of the small business enterprise. Topics covered include
basic accounting and financial statements, capital needs and
financing, financial planning and control, break-even analysis and
sales forecasting, cash flow and credit management, inventory
management, and tax and insurance. Concepts and definitions are
highlighted, and many examples, activities, and self-evaluation
exercises are provided. |
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CrashProof
your Business, Peter Carruthers |
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Most business
owners don’t consider the implications of going out of business.
However, just like every other aspect of human and economic life,
business fortunes are cyclical. It’s a fact that ninety-six per cent
of all new businesses fail within ten years. And, just as trying times
will pass, so will times of plenty. In this easy-to-read and inspiring
book, Peter Carruthers shows business owners how they can protect
their hard-won assets and limit the effects of current and future
business risks. CrashProof your Business contains: strategies for
structuring both your personal and business life for maximum success;
strategies for dealing effectively with banks, accountants, sureties
and other things that cause sleepless nights; strategies for business
owners to access financing without risking personal assets; CrashProof
your Business is a must-read for people who are running their own
businesses, or are contemplating becoming entrepreneurs. |
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How
to think and reason in macroeconomics, Frederick Fourie |
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This
title teaches the reader how to think and to reason about
macroeconomic events and policy. It combines solid economic theory,
with a feel for South African economic processes, institutions and
data. This think-and-work textbook encourages the reader to develop
reasoning skills and to construct logical sequences of macroeconomic
events. For instance, Why do economic variables change? So what if
they do, what happens next? How do processes and institutions really
work? Four chapters on fiscal and monetary policy contain material
appropriate for a second or third-year course on macroeconomic policy
and provide insights into policy institutions and processes not found
in standard textbooks. They also highlight the development context of
macroeconomic policy in South Africa. How to think and reason in
Macroeconomics is suitable for practitioners who require a handy
reference on the economy. Key features: Accessible analysis and
theory; a choice of different levels of difficulty; compact and crisp
presentation; explicit, continuous focus on the open economy; thorough
integration of intuitive understanding and solid, formal theory;
teaches real-world economic reasoning skills, not lifeless theory;
rich in institutional detail, freshly updated; a strong focus on new
economic policy processes and realities in South Africa (in
middle-income, developing-country context); thorough exposure to key
South African data sources, with many useful data tips; incorporates
all recent changes to terminology and data; provides a valuable tool
for macroeconomic analysis rather than a tedious definition and
accounting exercise. |
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Mentoring
and Coaching: Tools and Techniques for Implementation,
Marius Meyer,
Leon Fourie |
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Without
a mentor, an individual will learn less, more slowly or not at all.
Mentoring relationships are becoming increasingly important as South
African companies are challenged to introduce mentoring and coaching
interventions to accelerate employee development.
Firmly rooted in the South African
context, it provides tried, tested and benchmarked guidelines for
managers, team leaders, facilitators, mentors or coaches who are
required to do some form of mentoring and coaching as part of their
jobs. |
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Personal
Best: Step by Step Coaching for Creating the Life You Want,
David Rock |
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Every sportsman
has a coach, whose job is to guide, encourage, inspire and challenge
the performer to achieve their personal best performance every time
they go out on the field. This is a step-by-step workbook, supported
by inspiring stories of other people going through the coaching
process. |
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Coaching
Amanda
Vickers, Steve Bavister |
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Coaching covers
the principles, theories and practices of this crucial skill. It
covers the fundamentals for those looking for an introduction to the
subject, and also offers practice and extension for people with some
existing coaching experience, whether they work inside a company or in
a freelance capacity, in life coaching or executive coaching, or are
managers wishing to coach their in-house teams more effectively. |
