Become a Member.

When you become a member of Trusted Advisors, you are joining an engaged group of like-minded professionals who believe that our industry is in desperate need of more trusted advisors and that it is essential to be more effective and efficient in our practices in order to be more profitable and sustainable.

Some of our Member Benefits

Up to 50% discount on all further Modules & Signature Courses.

We have a comprehensive range of CPD modules which you can choose from over and above the CPD modules that form part of our membership offering. Members can access these additional modules & Signature Courses at up to 50% off, depending on your Tier of membership.

Free Access to a range of Trusted Advisor CPD modules.

Tap into and learn with exclusive training modules which will enable you to meet the requirements in terms of legislation.

FAIS to COFI

For Platinum members, we take you on a practical guide through the transition from FAIS to COFI.

Exclusive articles & videos.

Each week, we add new content and conversation pieces containing valuable trust principles and insights into material industry developments.

A weekly newsletter

Get plugged into our weekly newsletter which contains valuable insights and expert analysis of the latest developments in our industry.

Our Membership Tiers – Launch Special

Select monthly or yearly!


Monthly Annually -10%

Membership + Access to 18 FAIS CPD points

R150

Per Month

  • Weekly newsletter
  • Ad hoc practice guidance notes
  • Select any 18 CPD modules
  • Gain access to signature courses at a 10% discount

Membership + Access to 25 verifiable CPD points

R200

Per Month

  • Weekly newsletter
  • Ad hoc practice guidance notes
  • Select any 25 CPD modules
  • Gain access to signature courses at a 25% discount

Membership + Access to 35 verifiable CPD points

R250

Per Month

  • Weekly newsletter
  • Ad hoc practice guidance notes
  • Select any 35 CPD modules
  • Gain access to signature courses at a 50% discount

Membership + Access to 35 verifiable CPD points + FAIS to COFI Roadmap

R400

Per Month

  • Weekly newsletter
  • Ad hoc practice guidance notes
  • Select any 35 CPD modules
  • Gain access to signature courses at a 50% discount
  • Practical guidance for the transition from FAIS to COFI

Membership + Access to 18 FAIS CPD points

R1250

Per Year

  • Weekly newsletter
  • Ad hoc practice guidance notes
  • Select any 18 CPD modules
  • Gain access to signature courses at a 10% discount

Membership + Access to 25 verifiable CPD points

R2100

Per Year

  • Weekly newsletter
  • Ad hoc practice guidance notes
  • Select any 25 CPD modules
  • Gain access to signature courses at a 25% discount

Membership + Access to 35 verifiable CPD points

R2700

Per Year

  • Weekly newsletter
  • Ad hoc practice guidance notes
  • Select any 35 CPD modules
  • Gain access to signature courses at a 50% discount

Membership + Access to 35 verifiable CPD points + FAIS to COFI Roadmap

R4400

Per Year

  • Weekly newsletter
  • Ad hoc practice guidance notes
  • Select any 35 CPD modules
  • Gain access to signature courses at a 50% discount
  • Practical guidance for the transition from FAIS to COFI

Alone we can do so little. Together we can do so much.

– The Josephson Institute of Ethics