In order to become a Certified Stockbroker Affiliate and hold the designation CSb(SA) a series of exams and practical experience in the financial markets is required. Peruse the requirements in our Education Policy​.

• Legislation;
• Rules Part 1;
• Rules Part 2;
• Taxation in Financial Markets;
• Investment and Portfolio Management; and 
• Finance.

There are a number of entry routes to the Professional Stockbroker Examinations. Exemptions are also available for some of the examinations. These are detailed in the SAIS' Education Policy​

Affiliate is used for individuals that complete the theoretical part of the qualification but who have not yet met the relevant, prescribed practical work experience requirements.

Both Affiliate and Associate members receive the full range of SAIS benefits and are held to the same requirements:

• Adherence to the SAIS Code of Conduct​ 
• Participating in and reporting CPD activities 
• Payment of annual membership fees​.