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.
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