Deep Learning and Understanding


Our courses offer deep knowledge and insights. Each topic is studied in detail. Courses are recommended for financial advisers and students who want a deep understanding of the subject and how to apply it in practice.

Blended Learning

Courses are delivered in a blended approach. Classes are delivered face-to-face and course work are submitted online. We also offer classes as live online sessions.

Practical Application

Courses are guided by the facilitator and consists of between 2 and 4 full-day classes depending on the subject. Courses are loaded with practical examples, exercises and assignments. A final assessment is required to pass each course.

Our Premier Offering

Courses are our premier offering.

Courses consist of live full-day facilitation, practical assignments and a final assessment.

Depending on the subject, courses run between 4 and 8 weeks.

What can you learn?

We offer a variety of subjects as courses.

Income Tax

This is a full-blown, hands-on course. The course will take you from a beginner to the skills and knowledge you need to raise the level of your advice and in turn the trust and status you hold with your clients.  It will open opportunities you never imagined before. We cover personal income tax and capital gains tax.

Estate Planning

Estate Planning is almost always associated with a person passing away.  But it is so much more than that. In this course, we delve into critical estate planning concepts, tools, techniques and more. We also touch on some trust aspects.

Business Assurance

Business owners face a myriad of risks and challenges in the current market place.  They are so entrenched in their daily grind that they rarely look up to consider the risks surrounding them and that could cost them their business and the financial well-being and independence of their dependents when some unforeseen event occurs. This course equips you to help them.

Can you earn CPD?


All our courses are approved for CPD.

Each course is approved CPD points are indicated in the program information on the site.

Earn between 7.5 and 13 CPD points per course. A certificate is issued electronically for each course that you successfully complete. Furthermore, all CPD points are verifiable and meet both the Financial Planning Institute and FSCA requirements.