Become a member

In order to become a Certified Stockbroker Affiliate and hold the designation CSb(SA)-Affiliate all of the Professional Stockbroker Exams must be completed. 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. Peruse the requirements in our Education Policy.

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 

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 (NB: Fees exclude VAT). 

In order to become a Certified Stockbroker Associate and hold the designation CSb(SA)-Associate all of the Professional Stockbroker Exams and practical experience in the financial markets is required. Peruse the requirements in our Education Policy.

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

Associate is used for individuals that complete the theoretical part of the qualification and have the 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 (NB: Fees exclude VAT). 

Once the Occupational Certificate: Financial Markets Practitioner has been obtained, successful candidates are eligible to apply for the designation CFMP(SA)-Certified Financial Markets Professional (SA), awarded by the SAIS.

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 (NB: Fees exclude VAT). 

•  Retired Membership: relates to a member who is no longer active in the financial markets (other than for personal benefit) but still wishes to retain their designation.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 (NB: Fees exclude VAT).

Candidate Stockbroker Membership: relates to a member who is registered with the SAIS to write examinations that will lead to a designation.

Candidates receive the full range of SAIS benefits and are held to the same requirements:

• Adherence to the SAIS Code of Conduct 
• Payment of annual membership fees (NB: Fees exclude VAT). 

The SAIS has developed the Financial Markets Practitioner (FMP), an entry level qualification, for those wishing to move into this sector. The Occupational Certificate: Financial Markets Practitioner (OC:FMP) is aimed at providing learners with entry-level knowledge, practical skills and experience in key functions in the financial markets. The OC:FMP qualification consists of three components:

• Knowledge;
• Practical skills; and
• Work experience.

EISA Candidates receive the full range of SAIS benefits and are held to the same requirements:

• Adherence to the SAIS Code of Conduct 
• Payment of annual membership fees (NB: Fees exclude VAT). 

Equip yourself with the essential skills and knowledge to meet regulatory requirements and be part of a community dedicated to excellence.

Taking the FMPRR exams is a pivotal step towards becoming a competent and recognised professional in the financial markets industry. Designed to ensure success, these exams fulfil the qualification requirements set forth by the JSE Directive AD. The SAIS exam framework not only aligns with regulatory standards but also enhances your practical understanding of essential market functions.

NB: Fees exclude VAT.