Training Course for fsps

Master POPIA compliance with ease.

Do you handle client data and want to stay compliant with the Protection of Personal Information Act (POPIA)?

This course simplifies the Act and shows you exactly how to apply the 8 POPIA conditions and secure client information.

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Modules

Assessment

Years Compliance Experience

What you'll gain inside the course

Certificate of completion

You’ll complete a short final assessment to reinforce what you’ve learned and earn your certificate of completion.

Understand complex legal terminology

We simplify POPIA into clear, practical modules, so you know exactly how to apply the law in your day-to-day role.

Build your knowledge step by step

Our course is structured into easy to follow modules, making it easy to apply in practise.

Learn from supportive video

Get additional key insights from introductory video overview lesson.

Apply compliance in your career

Beyond ticking the boxes, you’ll gain practical knowledge to stay compliant, avoid penalties, and remain fit and proper in your role.

Understand the purpose, scope, and key definitions of the POPI Act.
Learn why POPIA compliance matters for financial institutions.

Get clear on the duties of the Information Regulator and Information Officer.
Understand the roles of KIs, Reps, and Staff under POPIA.

Learn what’s required for FSPs to register.
Review the steps to register and stay compliant.

Get an overview of the 8 conditions for lawful processing.
See how each applies across FSP operations and internal procedures.

Understand who holds legal accountability for compliance.
Assigning clear responsibilities and the role of the Information Officer and Key Individuals.

Review the lawful basis for processing and when consent is required.
Learn the rules for processing special or children’s personal information.

Ensure personal data is collected for a specific, lawful purpose.
Understand disclosure obligations during onboarding, marketing, claims etc.

Know when additional use of data is allowed and how to assess compatibility.
Understand rules for sharing with third parties or group wide use.

Understand the duty of ensuring data accuracy and completeness.
Implement internal controls for data verification and updates.

Meet transparency requirements through proper notices and disclosures.
Understand what clients must be informed about and when.

Learn how to implement protective technical and organisational measures and the responsibilities of KIs, Staff and IT Service Providers.
Know how to handle breaches and maintain secure internal systems.

Understand the access and correction rights of data subjects.
Learn how to handle and respond to data subject requests.

Apply the consent rules for direct marketing and client communications.
Ensure proper opt-out and unsubscribe mechanisms are in place.

Know when cross-border data transfers are allowed.
Review safeguards required for sharing data internationally or using cloud providers.

Understand lawful retention periods and FSP policy implications.
Learn how to securely restrict, destroy, or anonymise personal data.

Know what, how, and when to report to the Regulator.
Review procedures for breach reporting, complaints, and prior authorisation.

Explore the Regulator’s enforcement powers and potential penalties.
Learn about personal liability and real-world cases of non-compliance.

1. Enrol in the POPIA course

Gain immediate access to all study materials.

2. Follow the structured lessons

Go through the self-paced modules in your own time, to fit your schedule.

3. Practice with the assessment

Use our assessment to test your knowledge.

4. Get your certificate of completion

Receive your certificate and show that you’ve completed your compliance training.

Liza Hietbrink,
ComplyEeze Founder

Liza has over 20 years of experience in compliance training for financial professionals. With a law degree and a postgraduate diploma in financial planning, she has helped countless professionals, including teams from Barclays UK, UBS Bank, and Momentum, pass their regulatory exams with confidence.

She still remembers walking out of her compliance exam wondering if she had passed, even though she had a legal and compliance background. If she was uncertain, she could only imagine how daunting it must be for those without a law degree or her compliance experience.

That realisation shaped her mission: no one should feel like an exam is a barrier to their career success. Through ComplyEeze, Liza simplifies complex regulations so professionals can focus on what matters, building their careers with confidence.

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Master POPIA compliance with ease.

What you'll gain inside the course

Certificate of completion

Understand complex legal terminology

Build your knowledge step by step

Learn from supportive video

Apply compliance in your career

POPIA course content overview

Module 1: Introduction to the POPI Act

Module 2: Key Role Players and Structures

Module 3: Registration with the Information Regulator

Module 4: Overview of the 8 POPIA Conditions

Module 5: Condition 1 - Accountability

Module 6: Condition 2 - Processing Limitation

Module 7: Condition 3 - Purpose Specification

Module 8: Condition 4 - Further Processing Limitation

Module 9: Condition 5 - Information Quality

Module 10: Condition 6 - Openness

Module 11: Condition 7 - Security Safeguards

Module 12: Condition 8 - Data Subject Participation

Module 13: Direct Marketing Requirements

Module 14: Cross-Border Transfers of Personal Information

Module 15: Retention, Restriction and Destruction

Module 16: Reporting to the Regulator

Module 17: Enforcement, Offences and Penalties

Getting started is simple.

1. Enrol in the POPIA course

2. Follow the structured lessons

3. Practice with the assessment

4. Get your certificate of completion

Liza Hietbrink,
ComplyEeze Founder

Subscribe to our newsletter to be the first to know when we launch new courses.

Pages

Get in Contact

Policy Pages

Master POPIA compliance with ease.

What you'll gain inside the course

Certificate of completion

Understand complex legal terminology

Build your knowledge step by step

Learn from supportive video

Apply compliance in your career

POPIA course content overview

Module 1: Introduction to the POPI Act

Module 2: Key Role Players and Structures

Module 3: Registration with the Information Regulator

Module 4: Overview of the 8 POPIA Conditions

Module 5: Condition 1 - Accountability

Module 6: Condition 2 - Processing Limitation

Module 7: Condition 3 - Purpose Specification

Module 8: Condition 4 - Further Processing Limitation

Module 9: Condition 5 - Information Quality

Module 10: Condition 6 - Openness

Module 11: Condition 7 - Security Safeguards

Module 12: Condition 8 - Data Subject Participation

Module 13: Direct Marketing Requirements

Module 14: Cross-Border Transfers of Personal Information

Module 15: Retention, Restriction and Destruction

Module 16: Reporting to the Regulator

Module 17: Enforcement, Offences and Penalties

Getting started is simple.

1. Enrol in the POPIA course

2. Follow the structured lessons

3. Practice with the assessment

4. Get your certificate of completion

Liza Hietbrink, ComplyEeze Founder

Subscribe to our newsletter to be the first to know when we launch new courses.

Pages

Get in Contact

Policy Pages

Liza Hietbrink,
ComplyEeze Founder