About SAIFM & Qualifications

The South African Insti­tute of Finan­cial Mar­kets (SAIFM) is a non-​profit vol­un­tary asso­ci­a­tion estab­lished to pro­mote pro­fes­sion­al­ism and integrity in the finan­cial markets.

Vision Statement

To be the lead­ing pro­fes­sional body pro­vid­ing edu­ca­tional and exam­i­na­tion ser­vices for finan­cial mar­ket pro­fes­sion­als in South Africa and other African countries.

Mis­sion Statement

SAIFM will strive to be an insti­tu­tion of excel­lence of which par­tic­i­pants in the finan­cial mar­kets are proud to become mem­bers, ascrib­ing to the goals, stan­dards, pro­fes­sion­al­ism and integrity of the SAIFM, and to ensure that these aspects are also recog­nised and sup­ported by exist­ing finan­cial sec­tor insti­tu­tions, reg­u­la­tors and employers.

To this end SAIFM will -

  • pro­vide learn­ers with afford­able, acces­si­ble pro­fes­sional exam­i­na­tions (assess­ments) of high qual­ity required by our stakeholders;
  • pro­vide mem­bers and oth­ers involved in the finan­cial mar­kets with cred­i­ble and value-​added con­tin­ued pro­fes­sional edu­ca­tion (CPE) initiatives;
  • pro­vide stake­hold­ers with top qual­ity ser­vices in terms of mem­ber admin­is­tra­tion, reg­is­tered per­sons exam­i­na­tions, and han­dling of exam­i­na­tions for licens­ing requirements.

SAIFM is gov­erned by a Board of Gov­er­nors con­sist­ing of a rep­re­sen­ta­tive from each of the fol­low­ing insti­tu­tions: The JSE Ltd, the Finan­cial Ser­vices Board, STRATE and the SA Reserve Bank. The remain­der of the Gov­er­nors are elected by SAIFM’s mem­bers from the ranks of fel­lows at each annual gen­eral meet­ing held in Novem­ber of each year.

SAIFM’s office

The busi­ness of the SAIFM is con­ducted and admin­is­tered by full time staff at its office at Build­ing 18, The Wood­lands Office Park, West­ern Ser­vice Road, Woodmead.


Exams offered by SAIFM include:

  • Registered Persons Exam (RPE)
  • Registered Securities Trader Examination
  • JSE Equity Settlement Officer Examination
  • JSE Bonds Settlement Officer Examination
  • JSE Equity Compliance Officer Examination
  • JSE Derivatives Compliance Officer Examination
  • Strate Examinations

For more infor­ma­tion on SAIFM and the above exams, please go to: 


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