Resources

Practical guides for South African financial services professionals.

Career guides, regulatory primers and market insights written by our RE5 qualified team.

Latest resources

Qualifications

RE5 Study Guide

A practical preparation guide for the RE5 Regulatory Examination: scope, weightings, six-week study plan and exam-day tactics.

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Regulation

FAIS, FSCA and FICA: a hiring manager's primer

How the FAIS Act, FSCA conduct standards and FICA obligations affect role design, supervision and onboarding in financial services.

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Career Guide

Moving from Brokers to Insurers

A career guide for senior Underwriters and Claims professionals considering a move between Brokers and Insurers, and what each side looks for.

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Salary Insight

Financial services salary snapshot: Durban, JHB, CPT

Indicative salary bands across senior Insurance, Banking and Wealth roles in our three core markets.

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CPD

CPD cycles for FAIS licensed staff

What CPD hours are required, how to track them, and what employers should expect from licensed staff.

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Hiring Playbook

Briefing a recruiter for a financial services role

A short checklist to brief a specialist recruiter, so that the first shortlist hits the mark.

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Looking for something specific?

Our team is happy to share market insight on the role or sector you are hiring for.

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