Signature Courses.

Welcome to our range of signature courses facilitated by one of South Africa’s most experienced coaches of financial advisors and intermediaries. These courses are all designed to lay a strong foundation for your success as a Trusted Advisor.

We believe that many, if not most, financial advisors and intermediaries aspire to be trusted advisors and have the desire to learn how to grow and be more successful in their practice. This curated collection of courses is designed to serve every Trusted Advisor in that pursuit.

Courses.

Our accredited CPD courses consist of a series of modules on the fundamentals of trust, sound advice, compliance and professional practice management. We keep it real; we keep it simple, and we make it practical.

Upcoming Courses coming soon 

 Here’s a preview of what you can expect:

The trusted advisor for new to industry advisors

The trusted advisor for investment advisors

The trusted advisor for long-term insurance advisors

The trusted advisor for non-life insurance advisors (Personal lines)

The trusted advisor for non-life insurance advisors (Commercial lines)

The trusted advisor for medical aid advisors

Education is the most powerful weapon you can use to change the world.

– Nelson Mandela