Overwhelmed with juggling compliance, ethics, client advice, and practice management? You’re not alone. Many financial professionals struggle with the same challenges, but it doesn’t have to be this way…
An Online Platform to Elevate Your Financial Services Journey
Unlock your potential, irrespective of your role in the financial landscape. Explore our comprehensive learning pathways, engage with expert-led courses, interactive webinars, and join a community committed to personal growth, excellence, and shaping a successful future in finance.
30 Day Money-Back Guarantee
Our approach is simple - and our results speak for themselves:
Join Trusted Advisor
Dive into our courses and webinars
Implement what you've learned
Watch your practice grow
With Trusted Advisor, you'll transcend compliance, master the art of advice, embody ethics, and optimise your practice. It's not just about survival; it's about thriving in the industry, creating lasting relationships with your clients, and achieving the financial success you've always envisioned.
30 Day Money-Back Guarantee
Don't let overwhelm, complexity, and isolation hinder your growth. Evade stagnation, penalties, and the loss of client trust...
Join a thriving community of Trusted Advisors today and Get Access to Game Changing Resources and Tools!
Select monthly or yearly!
Monthly Annually -10%
Monthly Membership + All-in Access to the Trusted Advisor Platform
R400
Per Month
- Engage in Exclusive Events and Webinars: Connect with industry experts and peers through our members-only events and webinars, designed to stimulate growth, collaboration, and innovation.
- Receive Insightful Weekly Newsletters: Stay ahead of the curve with up-to-date industry trends, practical tips, and unique insights delivered to your inbox.
- Benefit from Tailored Practice Guidance: Navigate your practice’s challenges with customized guidance notes and expert advice.
- Choose from 35 CPD Modules: Customize your learning path with access to a diverse range of Continuing Professional Development modules tailored to your needs.
- Enjoy Exclusive Access to All Signature Courses: Dive deeper into specialized topics with our signature courses.
Monthly Membership + All-in Access to the Trusted Advisor Platform
R4400
Per Year
- Engage in Exclusive Events and Webinars: Connect with industry experts and peers through our members-only events and webinars, designed to stimulate growth, collaboration, and innovation.
- Receive Insightful Weekly Newsletters: Stay ahead of the curve with up-to-date industry trends, practical tips, and unique insights delivered to your inbox.
- Benefit from Tailored Practice Guidance: Navigate your practice’s challenges with customized guidance notes and expert advice.
- Choose from 35 CPD Modules: Customize your learning path with access to a diverse range of Continuing Professional Development modules tailored to your needs.
- Enjoy Exclusive Access to All Signature Courses: Dive deeper into specialized topics with our signature courses.
Not sure yet? Take a sneak peek at our course previews and see how Trusted Advisor can revolutionise your practice...
Signature Courses
Anton Swanepoel, the author of more than 20 books on trust, ethics, leadership, financial planning, investment planning, compliance, and practice management, has developed a series of unique courses for new to industry and experienced advisors. Experience expert guidance and obtain a fresh perspective on these topics through his Signature Courses, and other courses presented by some of his trusted industry associates.
Trust 101: An Introduction to Financial Services
We are taking our Platinum members on a practical journey of preparing for the market conduct regulatory changes and guiding them on how to navigate the significant business impacts that lie ahead. Unpacking and understanding this new shift in the industry together, one week at a time.
Get to know our founder,
Anton Swanepoel.
Over more than 30 years in the financial services industry, Anton has served in many capacities. Having spent his entire career learning about various subjects that are of vital importance for advisors and intermediaries, Anton wanted to explore more ways of sharing the critical knowledge & practical know-how he has accumulated through his decades of experience and service. His passion is learning and development, and his gift is to keep things real, to keep it simple and to make it practical.
Our Trusted Partners
