Zoho Backstage Integration

CPD & Professional Development

FAIS-accredited events for financial advisers, credit professionals, and compliance officers. Earn your CPD points with DebtQuity's industry-leading credit education programme.

6
Events in 2026
12
CPD Points Available
FAIS
Accredited
Free
For Portal Clients
2026 Programme

Upcoming Events

2 CPD Points In-person
15
March 2026

Credit Origination in a Rising Rate Environment

Practical insights for credit professionals navigating elevated prime rates: repricing strategies, covenant management, and borrower distress signals.

The Venue, Sandton, Johannesburg
09:00 – 12:30 (Registration from 08:30)
Limited to 60 delegates
1 CPD Point Webinar
3
April 2026

POPIA Compliance for Financial Advisers

Understanding your obligations as an information operator under POPIA: consent frameworks, data subject rights, breach notification, and record-keeping requirements.

Online Webinar (Zoom)
10:00 – 11:30
National (all provinces)
3 CPD Points In-person
22
April 2026

Structured Debt Solutions for SMEs

Full-day workshop: structuring revolving credit facilities, trade finance instruments, and mezzanine debt for South African SMEs. Case studies included.

Cape Town CBD Conference Centre
08:30 – 17:00 (Full Day)
Limited to 40 delegates

Past Events

Foundational overview of the South African debt origination landscape, mandate types, and the role of credit intermediaries. Recorded session available to registered portal clients.
Analysis of the 2024 NCA amendments, reckless lending provisions, and their practical implications for credit originators and financial advisers.

🎓

You're registered!

A confirmation email and calendar invite have been sent to . Your CPD certificate will be issued automatically via Zoho Backstage after attendance is confirmed.

Event Presenters

DM

David Mthembu

Head of Credit Origination

CA(SA) · CFA · 18 years in structured lending and debt capital markets. Former Head of Structured Finance at Absa Corporate & Investment Banking.

SB

Sarah Bosman

Compliance & Legal Director

LLB (Stellenbosch) · POPIA Information Officer · Specialist in financial sector compliance, NCA, and FAIS legislation. Accredited FSCA trainer.

JO

James Okonkwo

Senior Credit Analyst

BCom Hons (Finance) · Specialist in SME credit analysis, debtor book assessment, and project finance structuring. Presenter at SAICA and BANKSETA events.

Understanding CPD & FAIS Requirements

All persons rendering financial services under an FSP licence are required to earn a minimum of 6 CPD points per year under the Determination of Fit and Proper Requirements Board Notice 194 of 2017. DebtQuity's events are approved by the FSCA for CPD credit and are structured to address the competency levels specified under the applicable Annexures.

Digital CPD certificates are issued automatically via Zoho Backstage within 24 hours of verified attendance. Certificates are valid for FSCA CPD record-keeping purposes.