This practical Instructor lead Training is designed for Representatives, Key Individuals, and all financial services professionals who handle, access, store or share personal information in the course of their duties.
This session is presented by Verena Altendorfer from Vivacious V Learning Edge — a dynamic learning and development professional, recognised innovator in compliance education, experienced regulatory exam coach, and trusted expert in delivering transformative training solutions that drive professional growth within the financial services sector.
Rather than focusing on abstract legal theory, the session examines how POPIA requirements manifest in real working environments — from client onboarding and advice records to email communication, internal systems and third-party service providers.
The emphasis is on sound judgement, everyday decision-making, and understanding how individual conduct contributes to broader compliance risk within an FSP.
Participants will gain clarity on:
• Their personal role in protecting confidential and personal information
• How POPIA applies across various functions within financial services
• What “reasonable” compliance looks like in a practical, operational setting
POPIA in Practice for Financial Services Professionals
Date of course
26 March 2026
Terms and Conditions
Terms and Conditions
1. Minimum Participation Requirement
This webinar is subject to a minimum of ten (10) confirmed and paid delegates.
Financial Mind reserves the right to postpone or cancel the session should the minimum number not be met. In such instances, registered delegates will be notified at least seven (7) days prior to the scheduled date and a full refund will be processed.
2. Booking Deadline
Bookings will close seven (7) days prior to the scheduled webinar date to allow for final confirmation of attendance numbers.
3. Payment Terms
Full payment is required in advance in order to secure a booking. No delegate will be confirmed without proof of payment.
4. Cancellation and Refund Policy
• Cancellations received fourteen (14) calendar days or more prior to the event will qualify for an 80% refund of the registration fee.
• Cancellations received less than fourteen (14) calendar days prior to the event will not qualify for a refund.
• Substitution of a delegate from the same organisation may be permitted upon written notice prior to the event.5. General Disclaimer
Financial Mind reserves the right to make reasonable changes to the programme, facilitator, or format should circumstances require.