Advice.

Offering advice does not only affect people’s finances. It impacts their lives. The art & science of advice is a huge responsibility and therefore, it must be based on sound fundamentals.

Investments.

Modules.

Our accredited CPD modules consist of short sessions on specific topics that relate to the fundamentals of sound advice that relate to investment products.

R125 | Technical

Risk profiling as a component of suitability (Part 1)

Risk profiling has been a much debated topic for decades. Understanding the potential risks of conducting a client’s risk profile based on a flawed philosophy is of extreme importance for every advisor because a flawed and unquantified risk profile leads to inappropriate advice. This session highlights the risks pertaining to traditional risk profiling and risk profiling questionnaires and provides a new perspective on the fundamentals of risk profiling that will lay a sound foundation for suitable investment advice.

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R200 | Technical

Risk profiling as a component of suitability (Part 2)

This session provides a new perspective on the fundamentals of risk profiling that will lay a foundation for suitable investment advice. This session is based on an industry paper on risk profiling that was published in 2021 and is of profound importance for every investment advisor.

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Courses.

Our accredited CPD courses consist of short sessions on specific topics that relate to the fundamentals of sound advice that relate to investment products.

Coming soon

Long Term Insurance.

Long-term insurance modules coming soon

 Here’s a preview of what you can expect:

Module: The Fundamentals of Sound Financial advice applicable to Long-Term Insurance Products

Modules.

Our accredited CPD modules consist of short sessions on specific topics that relate to the fundamentals of sound advice that relate to long-term insurance products.

Courses.

Our accredited CPD courses consist of a series of modules on the fundamentals of sound advice that relate to long-term insurance products.

Non-Life Insurance.

Non-life insurance modules coming soon

 Here’s a preview of what you can expect:

Module: The Fundamentals of sound advice that relates to non-life insurance (Personal lines)

Module: The Fundamentals of sound advice that relates to non-life insurance (Commercial lines)

Modules.

Our accredited CPD modules consist of short sessions on specific topics that relate to the fundamentals of sound advice that relate to non-life (short-term) insurance products.

Courses.

Our accredited CPD courses consist of a series of modules on the fundamentals of sound advice that relate to non-life (short-term) insurance products.

Medical Aid.

Medical aid insurance modules coming soon

 Here’s a preview of what you can expect:

Module: The Fundamentals of sound advice that relates to medical aid

Modules.

Our accredited CPD modules consist of short sessions on specific topics that relate to the fundamentals of sound advice that relate to medical aid insurance products.

Courses.

Our accredited CPD courses consist of a series of modules on the fundamentals of sound advice that relate to medical aid insurance products.

A trusted advisor’s first obligation is to obtain the necessary knowledge and skills to offer sound and appropriate advice. Without this basic point of departure, our profession is doomed but with it, all the stakeholders win and we will have a bright future.

– Anton Swanepoel