Memberships

Membership Benefits


As the professional body for stockbrokers and other financial markets professionals, the SAIS offers its designation holders a number of benefits. The foremost of these is access to Continuous Professional Development (CPD) and Thought Leadership.

Continuous Professional Development (CPD)

The SAIS CPD, in conjunction with the Chartered Institute for Securities & Investment (CISI), offers a wide range of CPD topics to its members. Most CPD activities are delivered online and can be done at the member's own pace. In addition, the CPD activities completed through the SAIS CPD portal are automatically uploaded to the member's record, making it easy to see CPD hours attained.

For most individuals working in the Financial Markets, CPD is a Financial Sector Conduct Authority (FSCA) requirement. The report detailing the CPD attained and recorded for the SAIS may also be used for the FSCA CPD should it meet the FSCA requirements.

Thought Leadership

As a Thought Leader and influencer in the Financial Markets space, based on its expertise and perspectives and those of the industry, the SAIS is able to provide a unique perspective and guidance on matters of importance to the profession. This is effected by working closely with our Industry Fora and participating in the various committees of which we are a member, such as the FSCA Competency Forum. The SAIS regularly provides comments on draft legislation and interacts with Industry, Exchanges, Regulators and Legislators. These comments are available to our members.

  1. Individual
  2. Corporate
  • Certified Stockbroker (SA) - Affiliate
    Duration
    12 months
    Package price
    R 6,245.22

    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:

    Apply
  • Certified Stockbroker (SA) - Associate
    Duration
    12 months
    Package price
    R 6,245.22
    Apply
  • Certified Financial Markets Practitioner (SA) - CFMP(SA)
    Duration
    12 months
    Package price
    R 6,245.22
    Apply
  • Certified Stockbroker (CSb(SA)) - Retired
    Duration
    12 months
    Package price
    R 2,426.09
    • Retired Membership: relates to a member who is no longer active in the financial markets (other than for personal benefit) but still wishes to retain their designation. This means that the retired member is not providing any advice or transacting for external parties. They are not required to complete the CPD requirement, however they will still have access to the CPD portal and content. Retired members are permitted to use the allocated designation. Retired members are required to adhere to the Code of Conduct​ and pay a reduced annual membership fee​.
    Apply
  • Student Member
    Duration
    12 months
    Package price
    R 238.24
    Apply

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